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CIK: 0001426398
Total reported value
$3.0B
$3.0B
22 檔
34.6%
In Q1 2026, Focused Investors LLC's U.S. equity holdings reached a combined market value of $3.0B, distributed across 22 disclosed stock positions.
In Q1 2026, Focused Investors LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GS, JNJ, MS) accounted for 34.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | Stock-Financials | 7.46% | +0.87% | -2.59% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 7.44% | -0.17% | -2.47% | |
| 3 | MS | Morgan Stanley | Stock-Financials | 6.57% | +1.22% | -2.43% | |
| 4 | CI | THE Cigna Group | Stock-Healthcare | 6.06% | -0.24% | -1.52% | |
| 5 | DIS | Walt Disney Co/the | Stock-Comm Services | 5.77% | -0.36% | +20.95% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.77% | -0.31% | +56.36% | |
| 7 | FDX | Fedex CORP | Stock-Industrials | 5.43% | -0.94% | -2.48% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 5.42% | -0.97% | -2.54% | |
| 9 | AXP | American Express Co | Stock-Financials | 4.94% | +0.26% | +15.63% | |
| 10 | ELV | Elevance Health Inc | Stock-Healthcare | 4.85% | +1.18% | -2.47% | |
| 11 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 4.74% | -0.52% | -2.48% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.31% | +1.91% | -2.47% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.12% | -0.76% | -2.40% | |
| 14 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.94% | -1.18% | -14.59% | |
| 15 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.53% | -0.74% | -28.12% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 3.48% | -3.48% | EXIT | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 3.34% | -0.43% | -2.49% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.20% | -0.66% | -2.45% | |
| 19 | GPN | Global Payments Inc | Stock-Industrials | 3.14% | +0.05% | -1.87% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 2.95% | -0.19% | +79.90% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 2.22% | +0.02% | -2.44% | |
| 22 | CNC | Centene CORP | Stock-Healthcare | 1.31% | +1.11% | -2.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +1.1% | -2.47% | Trim |
| 2 | MSFT | Microsoft CORP | +1.1% | +56.36% | Add |
| 3 | FDX | Fedex CORP | +1% | -2.48% | Trim |
| 4 | ORCL | Oracle CORP | +0.8% | +79.90% | Add |
| 5 | LMT | Lockheed Martin CORP | +0.6% | -2.45% | Trim |
| 6 | PEP | Pepsico Inc | +0.4% | -2.54% | Trim |
| 7 | DIS | Walt Disney Co/the | +0.3% | +20.95% | Add |
| 8 | NOC | Northrop Grumman CORP | +0.2% | -14.59% | Trim |
| 9 | TJX | Tjx Companies Inc | +0.2% | -2.48% | Trim |
| 10 | MCD | Mcdonald's CORP | +0.1% | -2.40% | Trim |
| 11 | LOW | Lowe's Cos Inc | -0.1% | -2.49% | Trim |
| 12 | HD | Home Depot Inc | -0.1% | -2.44% | Trim |
| 13 | CI | THE Cigna Group | -0.2% | -1.52% | Trim |
| 14 | AXP | American Express Co | -0.2% | +15.63% | Add |
| 15 | GS | Goldman Sachs Group Inc | -0.3% | -2.59% | Trim |
| 16 | CNC | Centene CORP | -0.4% | -2.47% | Trim |
| 17 | GPN | Global Payments Inc | -0.5% | -1.87% | Trim |
| 18 | MS | Morgan Stanley | -0.6% | -2.43% | Trim |
| 19 | LHX | L3harris Technologies Inc | -0.6% | -28.12% | Trim |
| 20 | RTX | Rtx CORP | -1% | -26.92% | Trim |
| 21 | UNH | Unitedhealth Group Inc | -1% | -2.47% | Trim |
| 22 | ELV | Elevance Health Inc | -1% | -2.47% | Trim |
According to official SEC Form 13F filings, Focused Investors LLC reported a total U.S. public equity portfolio value of $3.0B across 22 disclosed positions in Q1 2026.
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Top Position Liquidated / Trimmed
GS
前期市值: $244.6M
During Q1 2026, Focused Investors LLC's top holdings by market value included GS (7.5%)、JNJ (7.4%)、MS (6.6%). The largest single position, GS, represented 7.5% of total portfolio value.
In Q1 2026, Focused Investors LLC made 22 total portfolio adjustments, initiating 0 new buys, adding to 4 positions, trimming 18 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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