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CIK: 0001426398
Total reported value
$3.0B
$3.0B
23 檔
34.8%
As reported in its official Q3 2025 Form 13F filing, Focused Investors LLC's tracked investment portfolio stood at $3.0B with 23 total positions.
In Q3 2025, Focused Investors LLC displayed an active expansion posture, initiating 0 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | Stock-Financials | 7.02% | +0.87% | +5.65% | |
| 2 | CI | THE Cigna Group | Stock-Healthcare | 6.44% | -0.24% | +30.41% | |
| 3 | MS | Morgan Stanley | Stock-Financials | 6.33% | +1.22% | +4.13% | |
| 4 | FISV | Fiserv Inc | Stock-Other | 6.20% | — | +22.50% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.59% | -0.17% | +3.91% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.45% | +1.91% | +2.38% | |
| 7 | ELV | Elevance Health Inc | Stock-Healthcare | 5.31% | +1.18% | +4.21% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 5.02% | -0.31% | -0.09% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.71% | -0.36% | +15.22% | |
| 10 | AXP | American Express Co | Stock-Financials | 4.53% | +0.26% | +4.30% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.25% | -0.52% | +4.50% | |
| 12 | LHX | L3harris Technologies Inc | Stock-Industrials | 4.19% | -0.74% | +4.23% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 4.00% | -3.48% | EXIT | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.99% | -0.76% | +4.41% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.95% | -1.18% | +4.08% | |
| 16 | FDX | Fedex CORP | Stock-Industrials | 3.57% | -0.94% | +4.58% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.51% | -0.43% | +4.53% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.07% | -0.97% | +34.45% | |
| 19 | GPN | Global Payments Inc | Stock-Industrials | 3.06% | +0.05% | +3.16% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 3.03% | -0.19% | -61.08% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 2.73% | +0.02% | +4.11% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.62% | -0.66% | +4.12% | |
| 23 | CNC | Centene CORP | Stock-Healthcare | 1.42% | +1.11% | +3.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | +1.7% | +5.65% | Trim |
| 2 | MS | Morgan Stanley | +1.5% | +4.13% | Add |
| 3 | LHX | L3harris Technologies Inc | +1.2% | +4.23% | Add |
| 4 | MSFT | Microsoft CORP | +1.1% | -0.09% | Trim |
| 5 | DIS | Walt Disney Co/the | +0.9% | +15.22% | Add |
| 6 | AXP | American Express Co | +0.8% | +4.30% | Add |
| 7 | RTX | Rtx CORP | +0.8% | +4.45% | Add |
| 8 | TJX | Tjx Companies Inc | +0.6% | +4.50% | Add |
| 9 | NOC | Northrop Grumman CORP | +0.5% | +4.08% | Add |
| 10 | PEP | Pepsico Inc | +0.5% | +34.45% | Add |
| 11 | CI | THE Cigna Group | +0.4% | +30.41% | Add |
| 12 | GPN | Global Payments Inc | +0.3% | +3.16% | Add |
| 13 | LMT | Lockheed Martin CORP | +0.2% | +4.12% | Add |
| 14 | HD | Home Depot Inc | +0.2% | +4.11% | Add |
| 15 | LOW | Lowe's Cos Inc | +0.2% | +4.53% | Add |
| 16 | FDX | Fedex CORP | -0.2% | +4.58% | Add |
| 17 | MCD | Mcdonald's CORP | -0.2% | +4.41% | Add |
| 18 | JNJ | Johnson & Johnson | -0.4% | +3.91% | Trim |
| 19 | CNC | Centene CORP | -0.6% | +3.94% | Add |
| 20 | UNH | Unitedhealth Group Inc | -1.5% | +2.38% | Add |
| 21 | ORCL | Oracle CORP | -1.7% | -61.08% | Trim |
| 22 | ELV | Elevance Health Inc | -1.8% | +4.21% | Add |
| 23 | FISV | Fiserv Inc | -2.3% | +22.50% | Add |
| 24 | TGT | Target CORP | — | 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 23 disclosed positions in Q3 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 GS, CI, MS) accounted for 34.8% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
TGT
前期市值: $68.2M
During Q3 2025, Focused Investors LLC's top holdings by market value included GS (7.0%)、CI (6.4%)、MS (6.3%). The largest single position, GS, represented 7.0% of total portfolio value.
In Q3 2025, Focused Investors LLC made 24 total portfolio adjustments, initiating 0 new buys, adding to 19 positions, trimming 4 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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