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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001426398
Total reported value
$3.0B
$3.0B
24 檔
34.7%
As reported in its official Q4 2024 Form 13F filing, Focused Investors LLC's tracked investment portfolio stood at $3.0B with 24 total positions.
In Q4 2024, Focused Investors LLC adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including FISV, UNH, ELV) accounted for 34.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 8.00% | — | -1.10% | |
| 2 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.82% | +1.91% | +4.14% | |
| 3 | ELV | Elevance Health Inc | Stock-Healthcare | 6.03% | +1.18% | +3.23% | |
| 4 | GS | Goldman Sachs Group Inc | Stock-Financials | 6.01% | +0.87% | -0.81% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 5.66% | -0.19% | -0.86% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.30% | -0.17% | -0.85% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 5.21% | +1.22% | -18.93% | |
| 8 | CI | THE Cigna Group | Stock-Healthcare | 5.12% | -0.24% | +8.81% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 4.41% | -0.31% | -0.85% | |
| 10 | FDX | Fedex CORP | Stock-Industrials | 4.40% | -0.94% | -0.84% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.30% | -0.36% | -0.94% | |
| 12 | AXP | American Express Co | Stock-Financials | 4.19% | +0.26% | -0.75% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.94% | -0.76% | -0.84% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.67% | -0.52% | -0.86% | |
| 15 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.56% | -0.43% | -0.87% | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.18% | -1.18% | -0.88% | |
| 17 | GPN | Global Payments Inc | Stock-Industrials | 3.16% | +0.05% | — | |
| 18 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.99% | -0.74% | -0.86% | |
| 19 | TGT | Target CORP | Stock-Consumer Disc | 2.86% | — | -0.86% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 2.86% | -3.48% | EXIT | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 2.73% | +0.02% | -0.80% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.66% | -0.66% | -0.57% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.65% | -0.97% | -0.23% | |
| 24 | CNC | Centene CORP | Stock-Healthcare | 0.29% | +1.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GPN | Global Payments Inc | +3.2% | NEW | New buy |
| 2 | FISV | Fiserv Inc | +1.2% | -1.10% | Trim |
| 3 | GS | Goldman Sachs Group Inc | +1% | -0.81% | Trim |
| 4 | DIS | Walt Disney Co/the | +0.7% | -0.94% | Trim |
| 5 | AXP | American Express Co | +0.5% | -0.75% | Trim |
| 6 | CNC | Centene CORP | +0.3% | NEW | New buy |
| 7 | FDX | Fedex CORP | +0.3% | -0.84% | Trim |
| 8 | TJX | Tjx Companies Inc | +0.2% | -0.86% | Trim |
| 9 | MS | Morgan Stanley | +0.1% | -18.93% | Trim |
| 10 | ORCL | Oracle CORP | +0.1% | -0.86% | Trim |
| 11 | MSFT | Microsoft CORP | 0% | -0.85% | Trim |
| 12 | HD | Home Depot Inc | 0% | -0.80% | Trim |
| 13 | RTX | Rtx CORP | 0% | -0.86% | Trim |
| 14 | MCD | Mcdonald's CORP | -0.1% | -0.84% | Trim |
| 15 | PEP | Pepsico Inc | -0.2% | -0.23% | Trim |
| 16 | LOW | Lowe's Cos Inc | -0.2% | -0.87% | Trim |
| 17 | NOC | Northrop Grumman CORP | -0.3% | -0.88% | Trim |
| 18 | LHX | L3harris Technologies Inc | -0.3% | -0.86% | Trim |
| 19 | TGT | Target CORP | -0.3% | -0.86% | Trim |
| 20 | LMT | Lockheed Martin CORP | -0.4% | -0.57% | Trim |
| 21 | UNH | Unitedhealth Group Inc | -0.5% | +4.14% | Add |
| 22 | JNJ | Johnson & Johnson | -0.5% | -0.85% | Trim |
| 23 | CI | THE Cigna Group | -0.6% | +8.81% | Add |
| 24 | ELV | Elevance Health Inc | -1.9% | +3.23% | Add |
| 25 | KO | Coca-cola Co/the | -2.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Focused Investors LLC reported a total U.S. public equity portfolio value of $3.0B across 24 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GPN
市值: $100.0M
Top Position Liquidated / Trimmed
KO
前期市值: $72.3M
During Q4 2024, Focused Investors LLC's top holdings by market value included FISV (8.0%)、UNH (6.8%)、ELV (6.0%). The largest single position, FISV, represented 8.0% of total portfolio value.
In Q4 2024, Focused Investors LLC made 25 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 19 holdings, and fully liquidating 1 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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