Focused Investors LLC

Investment Portfolio & 13F Holdings Analysis

About

Focused Investors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 24 holdings worth $3.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 24
Total Value: 3113482860
Accession Number: 0001380089-25-000003
Form Type: 13F-HR
CIK: 0001426398
Manager Name: Focused Investors LLC

Data Enrichment

100% identified

24 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

24 positions • $3,113,482.86K total value

24 positions

Manager:

SEC FilingSEC DataHachi Filing

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FISERV INC

FI|337738108

1196650(-2.9%)

Value:

$264.3B(+4.4%)

Elevance Health, Inc.

ELV|036752103

505200(-2.4%)

Value:

$219.7B(+15.0%)

UNITEDHEALTH GROUP INC

UNH|91324P102

413900(-3.0%)

Value:

$216.8B(+0.5%)

Cigna Group

CI|125523100

571650(-2.7%)

Value:

$188.1B(+15.9%)

JOHNSON & JOHNSON

JNJ|478160104

1130850(-2.5%)

Value:

$187.5B(+11.8%)

GOLDMAN SACHS GROUP INC

GS|38141G104

305300(-8.1%)

Value:

$166.8B(-12.3%)

MORGAN STANLEY

MS|617446448

1277000(-2.6%)

Value:

$149.0B(-9.7%)

ORACLE CORP

ORCL|68389X105

1048000(-2.5%)

Value:

$146.5B(-18.2%)

MCDONALDS CORP

MCD|580135101

419650(-2.4%)

Value:

$131.1B(+5.2%)

MICROSOFT CORP

MSFT|594918104

323500(-2.4%)

Value:

$121.4B(-13.1%)

FEDEX CORP

FDX|31428X106

483400(-2.3%)

Value:

$117.8B(-15.3%)

Walt Disney Co

DIS|254687106

1190850(-2.6%)

Value:

$117.5B(-13.7%)

AMERICAN EXPRESS CO

AXP|025816109

436600(-2.3%)

Value:

$117.5B(-11.4%)

TJX COMPANIES INC /DE/

TJX|872540109

939850(-2.4%)

Value:

$114.5B(-1.6%)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

207900(-3.0%)

Value:

$106.4B(+5.8%)

LOWES COMPANIES INC

LOW|548661107

446200(-2.1%)

Value:

$104.1B(-7.5%)

RTX Corp

RTX|75513E101

763500(-2.4%)

Value:

$101.1B(+11.7%)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

439450(-2.4%)

Value:

$92.0B(-2.9%)

GLOBAL PAYMENTS INC

GPN|37940X102

872300(-2.2%)

Value:

$85.4B(-14.6%)

PEPSICO INC

PEP|713448108

533550(-3.3%)

Value:

$80.0B(-4.6%)

Instrument	Shares		Other Manager	Value
Fiserv Inc(FIcusip337738108)	1.2M	QoQ -2.91% (-35.9K) YoY +5.33% (+60.6K)	All Managers (Combined)	$264.3M	QoQ +4.37% (-$11.1M) YoY +45.55% (+$82.7M)
Elevance Health, Inc.(ELVcusip036752103)	505.2K	QoQ -2.43% (-12.6K) YoY +4.83% (-23.3K)	All Managers (Combined)	$219.7M	QoQ +15.03% (-$28.7M) YoY -12.06% (-$30.1M)
Unitedhealth Group Inc(UNHcusip91324P102)	413.9K	QoQ -2.97% (-12.7K) YoY +9.88% (+37.3K)	All Managers (Combined)	$216.8M	QoQ +0.45% (-$980.2K) YoY +16.34% (+$30.5M)
Cigna Group(CIcusip125523100)	571.6K	QoQ -2.68% (-15.8K) YoY +1.01% (-5.8K)	All Managers (Combined)	$188.1M	QoQ +15.93% (-$25.9M) YoY -8.49% (-$17.5M)
Johnson & Johnson(JNJcusip478160104)	1.1M	QoQ -2.53% (-29.4K) YoY -7.78% (-95.5K)	All Managers (Combined)	$187.5M	QoQ +11.76% (-$19.7M) YoY -3.32% (-$6.5M)
Goldman Sachs Group Inc(GScusip38141G104)	305.3K	QoQ -8.06% (-26.8K) YoY -12.84% (-45.0K)	All Managers (Combined)	$166.8M	QoQ -12.29% (-$23.4M) YoY +13.98% (-$20.5M)
Morgan Stanley(MScusip617446448)	1.3M	QoQ -2.65% (-34.8K) YoY -24.71% (-419.2K)	All Managers (Combined)	$149.0M	QoQ -9.66% (-$15.9M) YoY -6.71% (-$10.7M)
Oracle Corp(ORCLcusip68389X105)	1.0M	QoQ -2.51% (-27.0K) YoY -19.98% (-261.8K)	All Managers (Combined)	$146.5M	QoQ -18.20% (-$32.6M) YoY -10.93% (-$18.0M)
Mcdonalds Corp(MCDcusip580135101)	419.6K	QoQ -2.37% (-10.2K) YoY -7.62% (-34.6K)	All Managers (Combined)	$131.1M	QoQ +5.19% (-$6.5M) YoY +2.33% (-$3.0M)
Microsoft Corp(MSFTcusip594918104)	323.5K	QoQ -2.41% (-8.0K) YoY -32.90% (-158.7K)	All Managers (Combined)	$121.4M	QoQ -13.08% (-$18.3M) YoY -40.13% (-$81.4M)
Fedex Corp(FDXcusip31428X106)	483.4K	QoQ -2.26% (-11.2K) YoY -7.50% (-39.2K)	All Managers (Combined)	$117.8M	QoQ -15.30% (-$21.3M) YoY -22.17% (-$33.6M)
Walt Disney Co(DIScusip254687106)	1.2M	QoQ -2.62% (-32.1K) YoY +20.76% (-204.8K)	All Managers (Combined)	$117.5M	QoQ -13.68% (-$18.6M) YoY -2.58% (-$3.1M)
American Express Co(AXPcusip025816109)	436.6K	QoQ -2.32% (-10.4K) YoY -7.42% (-35.0K)	All Managers (Combined)	$117.5M	QoQ -11.45% (-$15.2M) YoY +9.39% (-$10.1M)
Tjx Companies Inc /De/(TJXcusip872540109)	939.9K	QoQ -2.38% (-23.0K) YoY -7.58% (-77.2K)	All Managers (Combined)	$114.5M	QoQ -1.58% (-$1.8M) YoY +10.98% (-$11.3M)
Northrop Grumman Corp /De/(NOCcusip666807102)	207.9K	QoQ -2.98% (-6.4K) YoY -8.17% (-18.5K)	All Managers (Combined)	$106.4M	QoQ +5.84% (-$5.9M) YoY -1.77% (-$1.9M)
Lowes Companies Inc(LOWcusip548661107)	446.2K	QoQ -2.14% (-9.8K) YoY -7.48% (-36.1K)	All Managers (Combined)	$104.1M	QoQ -7.52% (-$8.5M) YoY -15.29% (-$18.8M)
Rtx Corp(RTXcusip75513E101)	763.5K	QoQ -2.44% (-19.1K) YoY -7.60% (-62.9K)	All Managers (Combined)	$101.1M	QoQ +11.67% (-$10.6M) YoY +25.48% (-$20.5M)
L3harris Technologies, Inc. /De/(LHXcusip502431109)	439.4K	QoQ -2.44% (-11.0K) YoY -8.07% (-38.6K)	All Managers (Combined)	$92.0M	QoQ -2.89% (-$2.7M) YoY -9.70% (-$9.9M)
Global Payments Inc(GPNcusip37940X102)	872.3K	QoQ -2.21% (-19.8K) YoY NEW(+872.3K)	All Managers (Combined)	$85.4M	QoQ -14.55% (-$14.6M) YoY NEW(+$85.4M)
Pepsico Inc(PEPcusip713448108)	533.5K	QoQ -3.29% (-18.2K) YoY -7.84% (-45.5K)	All Managers (Combined)	$80.0M	QoQ -4.64% (-$3.9M) YoY -21.05% (-$21.3M)