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The Analysis of Focused Investors LLC's Holdings & P&L

Currently, Focused Investors LLC holds 22 types of securities in its portfolio with a total value $3.1B. In the most recent quarter, they have increased their positions in MSFT (+172.8K shares, valued at $64.0M), ORCL (+274.1K shares, valued at $40.3M), DIS (+319.1K shares, valued at $30.8M); decreased their positions in LHX (-123.0K shares, valued at $42.4M), RTX (-204.6K shares, valued at $39.5M), NOC (-30.3K shares, valued at $20.7M).

1M P&L

+69.6M+2.28%

3M P&L

-13.7M-0.44%

HY P&L

+249.9M+8.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Aerospace & Defense435.2M

15.1%

2Capital Markets431.5M

14.9%

3Healthcare Plans322.1M

11.2%

Top Industries by Stock Count

1Aerospace & Defense4 stocks

19.0%

2Healthcare Plans3 stocks

14.3%

3Home Improvement Retail2 stocks

9.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GS The Goldman Sachs Group, Inc.271.1K shares-2.59%2026-03-312026-04-16

JNJ Johnson & Johnson935.9K shares-2.47%2026-03-312026-04-16

MS Morgan Stanley1.2M shares-2.43%2026-03-312026-04-16

The Cigna Group The Cigna Group698.2K shares-1.52%2026-03-312026-04-16

DIS The Walt Disney Company1.8M shares20.95%2026-03-312026-04-16

MSFT Microsoft Corp.479.4K shares56.36%2026-03-312026-04-16

FDX FedEx Corporation468.9K shares-2.48%2026-03-312026-04-16

PEP PepsiCo, Inc.1.1M shares-2.54%2026-03-312026-04-16

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AXP American Express Co.502.4K shares15.63%2026-03-312026-04-16

ELV Elevance Health, Inc.509.8K shares-2.47%2026-03-312026-04-16

TJX The TJX Companies, Inc.913.1K shares-2.48%2026-03-312026-04-16

UNH UnitedHealth Group Inc.489.7K shares-2.47%2026-03-312026-04-16

MCD McDonald's Corporation407.3K shares-2.40%2026-03-312026-04-16

NOC Northrop Grumman Corporation177.4K shares-14.59%2026-03-312026-04-16

LHX L3Harris Technologies, Inc.314.3K shares-28.12%2026-03-312026-04-16

RTX RTX Corporation555.5K shares-26.92%2026-03-312026-04-16

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LOW Lowe's Companies, Inc.434.4K shares-2.49%2026-03-312026-04-16

LMT Lockheed Martin Corp.163.0K shares-2.45%2026-03-312026-04-16

GPN Global Payments Inc.1.4M shares-1.87%2026-03-312026-04-16

ORCL Oracle Corporation617.1K shares79.90%2026-03-312026-04-16

HD The Home Depot, Inc.207.5K shares-2.44%2026-03-312026-04-16

CNC Centene Corporation1.2M shares-2.47%2026-03-312026-04-16

The Goldman Sachs Group, Inc.

-2.59%

Shares271.1K

Event2026-03-31

Filed2026-04-16

JNJ

Johnson & Johnson

-2.47%

Shares935.9K

Event2026-03-31

Filed2026-04-16

Morgan Stanley

-2.43%

Shares1.2M

Event2026-03-31

Filed2026-04-16

The Cigna Group

-1.52%

Shares698.2K

Event2026-03-31

Filed2026-04-16

DIS

The Walt Disney Company

20.95%

Shares1.8M

Event2026-03-31

Filed2026-04-16

MSFT

Microsoft Corp.

56.36%

Shares479.4K

Event2026-03-31

Filed2026-04-16

FDX

FedEx Corporation

-2.48%

Shares468.9K

Event2026-03-31

Filed2026-04-16

PEP

PepsiCo, Inc.

-2.54%

Shares1.1M

Event2026-03-31

Filed2026-04-16

AXP

American Express Co.

15.63%

Shares502.4K

Event2026-03-31

Filed2026-04-16

ELV

Elevance Health, Inc.

-2.47%

Shares509.8K

Event2026-03-31

Filed2026-04-16

TJX

The TJX Companies, Inc.

-2.48%

Shares913.1K

Event2026-03-31

Filed2026-04-16

UNH

UnitedHealth Group Inc.

-2.47%

Shares489.7K

Event2026-03-31

Filed2026-04-16

MCD

McDonald's Corporation

-2.40%

Shares407.3K

Event2026-03-31

Filed2026-04-16

NOC

Northrop Grumman Corporation

-14.59%

Shares177.4K

Event2026-03-31

Filed2026-04-16

LHX

L3Harris Technologies, Inc.

-28.12%

Shares314.3K

Event2026-03-31

Filed2026-04-16

RTX

RTX Corporation

-26.92%

Shares555.5K

Event2026-03-31

Filed2026-04-16

LOW

Lowe's Companies, Inc.

-2.49%

Shares434.4K

Event2026-03-31

Filed2026-04-16

LMT

Lockheed Martin Corp.

-2.45%

Shares163.0K

Event2026-03-31

Filed2026-04-16

GPN

Global Payments Inc.

-1.87%

Shares1.4M

Event2026-03-31

Filed2026-04-16

ORCL

Oracle Corporation

79.90%

Shares617.1K

Event2026-03-31

Filed2026-04-16

The Home Depot, Inc.

-2.44%

Shares207.5K

Event2026-03-31

Filed2026-04-16

CNC

Centene Corporation

-2.47%

Shares1.2M

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available