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CIK: 0001426398
Total reported value
$3.0B
$3.0B
23 檔
35.1%
During the Q1 2024 filing period, Focused Investors LLC (CIK: 0001426398) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.0B across 23 reported positions.
During Q1 2024, Focused Investors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ELV | Elevance Health Inc | Stock-Healthcare | 7.83% | +1.18% | +4.64% | |
| 2 | CI | THE Cigna Group | Stock-Healthcare | 6.44% | -0.24% | -5.79% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.35% | -0.31% | -14.41% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.08% | -0.17% | -5.87% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.84% | +1.91% | -5.92% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 5.69% | — | -5.77% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 5.15% | -0.19% | -5.86% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 5.00% | +1.22% | -5.79% | |
| 9 | FDX | Fedex CORP | Stock-Industrials | 4.74% | -0.94% | -5.63% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.58% | +0.87% | -6.01% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.01% | -0.76% | -5.80% | |
| 12 | TGT | Target CORP | Stock-Consumer Disc | 3.93% | — | -5.92% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.85% | -0.43% | -5.94% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.78% | -0.36% | -6.29% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.39% | -1.18% | -6.12% | |
| 16 | AXP | American Express Co | Stock-Financials | 3.36% | +0.26% | -5.49% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.23% | -0.52% | -5.67% | |
| 18 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.19% | -0.74% | -6.04% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.17% | -0.97% | -5.60% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.03% | -0.66% | -5.79% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 2.82% | +0.02% | -6.21% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 2.52% | -3.48% | EXIT | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.02% | — | -5.75% |
According to official SEC Form 13F filings, Focused Investors LLC reported a total U.S. public equity portfolio value of $3.0B across 23 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ELV, CI, MSFT) accounted for 35.1% of total reported equity market value during Q1 2024.
During Q1 2024, Focused Investors LLC's top holdings by market value included ELV (7.8%)、CI (6.4%)、MSFT (6.3%). The largest single position, ELV, represented 7.8% of total portfolio value.
In Q1 2024, Focused Investors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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