Focused Investors LLC
CIK 1426398 · Holdings on Mar 31, 2025 · First reported May 1, 2025
Top ten holdings
Q1 2025- FISV8.49%
- ELV7.06%
- UNH6.96%
- CI6.04%
- JNJ6.02%
- GS5.36%
- MS4.79%
- ORCL4.71%
- MCD4.21%
- MSFT3.90%
Share classes counted separately57.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CNCWeight increased · +1.74 pp0.29% → 2.03%Shares +890.90K (+588.05%)
- ELVWeight increased · +1.03 pp6.03% → 7.06%Shares -12.60K (-2.43%)
- ORCLWeight decreased · -0.95 pp5.66% → 4.71%Shares -27.00K (-2.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FISVFISERV INC View history and evidence | $264.26M | 8.49% | 1.20M shares | 8.00% → 8.49%+0.49 pp -35.90K (-2.91%) | Reduced | ↗▾ |
| 02 | ELVELEVANCE HEALTH INC View history and evidence | $219.74M | 7.06% | 505.20K shares | 6.03% → 7.06%+1.03 pp -12.60K (-2.43%) | Reduced | ↗▾ |
| 03 | UNHUNITEDHEALTH GROUP INC View history and evidence | $216.78M | 6.96% | 413.90K shares | 6.82% → 6.96%+0.14 pp -12.70K (-2.98%) | Reduced | ↗▾ |
| 04 | CITHE CIGNA GROUP View history and evidence | $188.07M | 6.04% | 571.65K shares | 5.12% → 6.04%+0.92 pp -15.80K (-2.69%) | Reduced | ↗▾ |
| 05 | JNJJOHNSON & JOHNSON View history and evidence | $187.54M | 6.02% | 1.13M shares | 5.30% → 6.02%+0.72 pp -29.40K (-2.53%) | Reduced | ↗▾ |
| 06 | GSGOLDMAN SACHS GROUP INC View history and evidence | $166.78M | 5.36% | 305.30K shares | 6.01% → 5.36%-0.65 pp -26.80K (-8.07%) | Reduced | ↗▾ |
| 07 | MSMORGAN STANLEY View history and evidence | $148.99M | 4.79% | 1.28M shares | 5.21% → 4.79%-0.42 pp -34.80K (-2.65%) | Reduced | ↗▾ |
| 08 | ORCLORACLE CORP View history and evidence | $146.52M | 4.71% | 1.05M shares | 5.66% → 4.71%-0.95 pp -27.00K (-2.51%) | Reduced | ↗▾ |
| 09 | MCDMCDONALD'S CORP View history and evidence | $131.09M | 4.21% | 419.65K shares | 3.94% → 4.21%+0.27 pp -10.20K (-2.37%) | Reduced | ↗▾ |
| 10 | MSFTMICROSOFT CORP View history and evidence | $121.44M | 3.90% | 323.50K shares | 4.41% → 3.90%-0.51 pp -8.00K (-2.41%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1426398 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3113482860
}Take these holdings further.
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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.