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CIK: 0001426398
Total reported value
$3.0B
$3.0B
24 檔
36.3%
According to the latest 13F quarterly dataset, Focused Investors LLC managed an equity portfolio of $3.0B at the end of Q1 2025, spanning 24 distinct U.S. exchange-listed positions.
In Q1 2025, Focused Investors LLC displayed an active expansion posture, initiating 24 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | Stock-Other | 8.49% | — | -2.91% | |
| 2 | ELV | Elevance Health Inc | Stock-Healthcare | 7.06% | +1.18% | -2.43% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.96% | +1.91% | -2.98% | |
| 4 | CI | THE Cigna Group | Stock-Healthcare | 6.04% | -0.24% | -2.69% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.02% | -0.17% | -2.53% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 5.36% | +0.87% | -8.07% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 4.79% | +1.22% | -2.65% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 4.71% | -0.19% | -2.51% | |
| 9 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.21% | -0.76% | -2.37% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.90% | -0.31% | -2.41% | |
| 11 | FDX | Fedex CORP | Stock-Industrials | 3.78% | -0.94% | -2.26% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.78% | -0.36% | -2.62% | |
| 13 | AXP | American Express Co | Stock-Financials | 3.77% | +0.26% | -2.33% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.68% | -0.52% | -2.39% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.42% | -1.18% | -2.99% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.34% | -0.43% | -2.15% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 3.25% | -3.48% | EXIT | |
| 18 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.95% | -0.74% | -2.44% | |
| 19 | GPN | Global Payments Inc | Stock-Industrials | 2.74% | +0.05% | -2.22% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.57% | -0.97% | -3.30% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 2.54% | +0.02% | -2.75% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.42% | -0.66% | -2.94% | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 2.19% | — | -2.46% | |
| 24 | CNC | Centene CORP | Stock-Healthcare | 2.03% | +1.11% | +588.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | — | NEW | New buy |
| 2 | ELV | Elevance Health Inc | — | NEW | New buy |
| 3 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 4 | CI | THE Cigna Group | — | NEW | New buy |
| 5 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 6 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 7 | MS | Morgan Stanley | — | NEW | New buy |
| 8 | ORCL | Oracle CORP | — | NEW | New buy |
| 9 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | FDX | Fedex CORP | — | NEW | New buy |
| 12 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 13 | AXP | American Express Co | — | NEW | New buy |
| 14 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 15 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 16 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 17 | RTX | Rtx CORP | — | NEW | New buy |
| 18 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 19 | GPN | Global Payments Inc | — | NEW | New buy |
| 20 | PEP | Pepsico Inc | — | NEW | New buy |
| 21 | HD | Home Depot Inc | — | NEW | New buy |
| 22 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 23 | TGT | Target CORP | — | NEW | New buy |
| 24 | CNC | Centene CORP | — | NEW | New buy |
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 Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FISV, ELV, UNH) accounted for 36.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
FISV
市值: $264.3M
During Q1 2025, Focused Investors LLC's top holdings by market value included FISV (8.5%)、ELV (7.1%)、UNH (7.0%). The largest single position, FISV, represented 8.5% of total portfolio value.
In Q1 2025, Focused Investors LLC made 24 total portfolio adjustments, initiating 24 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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