Focused Investors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Focused Investors Llc disclosed 23 stock positions valued at approximately $2.96B as of quarter-end June 30, 2026. The largest holdings include The Goldman Sachs Group, Inc., Morgan Stanley, and Johnson & Johnson.
- Report Period
- June 30, 2026
- No. of Stocks
- 23
- Portfolio Value
- $2.96B
Holdings by Sector
Focused Investors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| The Goldman Sachs Group, Inc. | GS | Financial Services | 8.33% | 244,000 | -27,100 | -10.00% | $246,774,280 |
| Morgan Stanley | MS | Financial Services | 7.79% | 1,104,050 | -124,300 | -10.12% | $230,790,612 |
| Johnson & Johnson | JNJ | Healthcare | 7.27% | 847,800 | -88,100 | -9.41% | $215,315,766 |
| UnitedHealth Group Inc. | UNH | Healthcare | 6.22% | 443,500 | -46,200 | -9.43% | $184,331,905 |
| Elevance Health, Inc. | ELV | Healthcare | 6.03% | 461,600 | -48,200 | -9.45% | $178,514,568 |
| The Cigna Group | CI | Healthcare | 5.82% | 625,900 | -72,300 | -10.36% | $172,548,112 |
| Microsoft Corp. | MSFT | Technology | 5.46% | 433,700 | -45,700 | -9.53% | $161,778,774 |
| The Walt Disney Company | DIS | Communication Services | 5.41% | 1,664,650 | -177,500 | -9.64% | $160,222,562 |
| American Express Co. | AXP | Financial Services | 5.20% | 455,650 | -46,800 | -9.31% | $154,123,612 |
| FedEx Corporation | FDX | Industrials | 4.49% | 425,000 | -43,900 | -9.36% | $133,080,250 |
| PepsiCo, Inc. | PEP | Consumer Defensive | 4.45% | 972,650 | -100,100 | -9.33% | $131,696,810 |
| The TJX Companies, Inc. | TJX | Consumer Cyclical | 4.22% | 825,300 | -87,800 | -9.62% | $125,032,950 |
| McDonald's Corporation | MCD | Consumer Cyclical | 3.36% | 367,800 | -39,500 | -9.70% | $99,420,018 |
| Global Payments Inc. | GPN | Industrials | 3.19% | 1,300,800 | -134,100 | -9.35% | $94,386,048 |
| Lowe's Companies, Inc. | LOW | Consumer Cyclical | 2.91% | 390,950 | -43,400 | -9.99% | $86,200,565 |
| L3Harris Technologies, Inc. | LHX | Industrials | 2.79% | 284,150 | -30,100 | -9.58% | $82,571,148 |
| Oracle Corporation | ORCL | Technology | 2.76% | 557,750 | -59,400 | -9.62% | $81,738,262 |
| Northrop Grumman Corporation | NOC | Industrials | 2.76% | 160,300 | -17,100 | -9.64% | $81,642,393 |
| Lockheed Martin Corp. | LMT | Industrials | 2.54% | 147,900 | -15,100 | -9.26% | $75,349,134 |
| Centene Corporation | CNC | Healthcare | 2.42% | 1,117,750 | -115,400 | -9.36% | $71,748,372 |
| Marsh & McLennan Companies, In | MMC | Financial Services | 2.27% | 404,300 | +404,300 | +100.00% | $67,384,681 |
| The Home Depot, Inc. | HD | Consumer Cyclical | 2.24% | 188,500 | -19,000 | -9.16% | $66,480,180 |
| Accenture Plc Class A | ACN | Technology | 2.07% | 492,400 | +492,400 | +100.00% | $61,274,256 |
Showing 23 of 23 holdings in the latest reporting period.