Focused Investors LLC
CIK 1426398 · Holdings on Sep 30, 2023 · First reported Oct 19, 2023
Top ten holdings
Q3 2023- JNJ7.26%
- ELV7.22%
- UNH7.22%
- MSFT6.99%
- CI5.29%
- MS5.26%
- FDX5.25%
- FISV4.87%
- ORCL4.83%
- MCD4.54%
Share classes counted separately58.73%
Portfolio value by quarter
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JNJJOHNSON & JOHNSON View history and evidence | $204.03M | 7.26% | 1.31M shares | — | ↗▾ | |
| 02 | ELVELEVANCE HEALTH INC View history and evidence | $203.01M | 7.22% | 466.25K shares | — | ↗▾ | |
| 03 | UNHUNITEDHEALTH GROUP INC View history and evidence | $203.01M | 7.22% | 402.65K shares | — | ↗▾ | |
| 04 | MSFTMICROSOFT CORP View history and evidence | $196.44M | 6.99% | 622.15K shares | — | ↗▾ | |
| 05 | CITHE CIGNA GROUP View history and evidence | $148.57M | 5.29% | 519.35K shares | — | ↗▾ | |
| 06 | MSMORGAN STANLEY View history and evidence | $147.89M | 5.26% | 1.81M shares | — | ↗▾ | |
| 07 | FDXFEDEX CORP View history and evidence | $147.49M | 5.25% | 556.75K shares | — | ↗▾ | |
| 08 | FISVFISERV INC View history and evidence | $136.95M | 4.87% | 1.21M shares | — | ↗▾ | |
| 09 | ORCLORACLE CORP View history and evidence | $135.78M | 4.83% | 1.28M shares | — | ↗▾ | |
| 10 | MCDMCDONALD'S CORP View history and evidence | $127.73M | 4.54% | 484.85K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1426398 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2810451499
}Take these holdings further.
This page includes 23 of 23 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 23 of 23 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1426398","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1426398","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.