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

Currently, Focused Investors LLC holds 23 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in MMC (+404.3K shares, valued at $67.4M), N/A (+492.4K shares, valued at $61.3M); decreased their positions in GS (-27.1K shares, valued at $27.4M), MS (-124.3K shares, valued at $26.0M), JNJ (-88.1K shares, valued at $22.4M); initiated new positions in MMC (+404.3K shares, valued at $67.4M), N/A (+492.4K shares, valued at $61.3M).

1M P&L

-29.0M-1.07%

3M P&L

+68.3M+2.62%

HY P&L

+111.1M+4.33%

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

1Capital Markets477.6M

18.1%

2Healthcare Plans422.8M

16.0%

3Aerospace & Defense239.6M

9.1%

Top Industries by Stock Count

1Healthcare Plans3 stocks

15.0%

2Aerospace & Defense3 stocks

15.0%

3Home Improvement Retail2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GS The Goldman Sachs Group, Inc.244.0K shares-10.00%2026-06-302026-07-28

MS Morgan Stanley1.1M shares-10.12%2026-06-302026-07-28

JNJ Johnson & Johnson847.8K shares-9.41%2026-06-302026-07-28

UnitedHealth Group Inc. UnitedHealth Group Inc.443.5K shares-9.43%2026-06-302026-07-28

ELV Elevance Health, Inc.461.6K shares-9.45%2026-06-302026-07-28

CI The Cigna Group625.9K shares-10.36%2026-06-302026-07-28

MSFT Microsoft Corp.433.7K shares-9.53%2026-06-302026-07-28

DIS The Walt Disney Company1.7M shares-9.64%2026-06-302026-07-28

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AXP American Express Co.455.6K shares-9.31%2026-06-302026-07-28

FDX FedEx Corporation425.0K shares-9.36%2026-06-302026-07-28

PEP PepsiCo, Inc.972.6K shares-9.33%2026-06-302026-07-28

TJX The TJX Companies, Inc.825.3K shares-9.62%2026-06-302026-07-28

MCD McDonald's Corporation367.8K shares-9.70%2026-06-302026-07-28

GPN Global Payments Inc.1.3M shares-9.35%2026-06-302026-07-28

LOW Lowe's Companies, Inc.390.9K shares-9.99%2026-06-302026-07-28

LHX L3Harris Technologies, Inc.284.1K shares-9.58%2026-06-302026-07-28

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Oracle Corporation Oracle Corporation557.8K shares-9.62%2026-06-302026-07-28

NOC Northrop Grumman Corporation160.3K shares-9.64%2026-06-302026-07-28

LMT Lockheed Martin Corp.147.9K shares-9.26%2026-06-302026-07-28

CNC Centene Corporation1.1M shares-9.36%2026-06-302026-07-28

MMC Marsh & McLennan Companies, In404.3K sharesnew addition2026-06-302026-07-28

HD The Home Depot, Inc.188.5K shares-9.16%2026-06-302026-07-28

Accenture Plc Class A Accenture Plc Class A492.4K sharesnew addition2026-06-302026-07-28

The Goldman Sachs Group, Inc.

-10.00%

Shares244.0K

Event2026-06-30

Filed2026-07-28

Morgan Stanley

-10.12%

Shares1.1M

Event2026-06-30

Filed2026-07-28

JNJ

Johnson & Johnson

-9.41%

Shares847.8K

Event2026-06-30

Filed2026-07-28

UnitedHealth Group Inc.

-9.43%

Shares443.5K

Event2026-06-30

Filed2026-07-28

ELV

Elevance Health, Inc.

-9.45%

Shares461.6K

Event2026-06-30

Filed2026-07-28

The Cigna Group

-10.36%

Shares625.9K

Event2026-06-30

Filed2026-07-28

MSFT

Microsoft Corp.

-9.53%

Shares433.7K

Event2026-06-30

Filed2026-07-28

DIS

The Walt Disney Company

-9.64%

Shares1.7M

Event2026-06-30

Filed2026-07-28

AXP

American Express Co.

-9.31%

Shares455.6K

Event2026-06-30

Filed2026-07-28

FDX

FedEx Corporation

-9.36%

Shares425.0K

Event2026-06-30

Filed2026-07-28

PEP

PepsiCo, Inc.

-9.33%

Shares972.6K

Event2026-06-30

Filed2026-07-28

TJX

The TJX Companies, Inc.

-9.62%

Shares825.3K

Event2026-06-30

Filed2026-07-28

MCD

McDonald's Corporation

-9.70%

Shares367.8K

Event2026-06-30

Filed2026-07-28

GPN

Global Payments Inc.

-9.35%

Shares1.3M

Event2026-06-30

Filed2026-07-28

LOW

Lowe's Companies, Inc.

-9.99%

Shares390.9K

Event2026-06-30

Filed2026-07-28

LHX

L3Harris Technologies, Inc.

-9.58%

Shares284.1K

Event2026-06-30

Filed2026-07-28

Oracle Corporation

-9.62%

Shares557.8K

Event2026-06-30

Filed2026-07-28

NOC

Northrop Grumman Corporation

-9.64%

Shares160.3K

Event2026-06-30

Filed2026-07-28

LMT

Lockheed Martin Corp.

-9.26%

Shares147.9K

Event2026-06-30

Filed2026-07-28

CNC

Centene Corporation

-9.36%

Shares1.1M

Event2026-06-30

Filed2026-07-28

MMC

Marsh & McLennan Companies, In

New

Shares404.3K

Event2026-06-30

Filed2026-07-28

The Home Depot, Inc.

-9.16%

Shares188.5K

Event2026-06-30

Filed2026-07-28

Accenture Plc Class A

New

Shares492.4K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available