Focused Investors LLC
CIK 0001426398 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.96B
2026 Q2
Positions
23
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GS
The Goldman Sachs Group, Inc.
8.3%
MS
Morgan Stanley
7.8%
JNJ
Johnson & Johnson
7.3%
UNH
UnitedHealth Group Inc.
6.2%
ELV
Elevance Health, Inc.
6.0%
CI
The Cigna Group
5.8%
MSFT
Microsoft Corp.
5.5%
DIS
The Walt Disney Company
5.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.