StockDriftsStockDriftsTop 23 Focused Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GS | The Goldman Sachs Group, Inc. | 8.33% | 244.0K | $246.8M | -10.00%(-27.10K) | $225.63(+364.21%) | 2026-06-30 | |
| MS | Morgan Stanley | 7.79% | 1.10M | $230.8M | -10.12%(-124.30K) | $33.11(+562.43%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 7.27% | 847.8K | $215.3M | -9.41%(-88.10K) | $102.82(+153.33%) | 2026-06-30 | |
| UNH | UnitedHealth Group Inc. | 6.22% | 443.5K | $184.3M | -9.43%(-46.20K) | $169.13(+134.44%) | 2026-06-30 | |
| ELV | Elevance Health, Inc. | 6.03% | 461.6K | $178.5M | -9.45%(-48.20K) | $194.14(+104.27%) | 2026-06-30 | |
| CI | The Cigna Group | 5.82% | 625.9K | $172.5M | -10.36%(-72.30K) | $225.02(+25.57%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 5.46% | 433.7K | $161.8M | -9.53%(-45.70K) | $172.09(+182.45%) | 2026-06-30 | |
| DIS | The Walt Disney Company | 5.41% | 1.66M | $160.2M | -9.64%(-177.50K) | $97.38(+8.43%) | 2026-06-30 | |
| AXP | American Express Co. | 5.2% | 455.6K | $154.1M | -9.31%(-46.80K) | $96.96(+250.45%) | 2026-06-30 | |
| FDX | FedEx Corporation | 4.49% | 425.0K | $133.1M | -26.96%(-156.90K) | $126.89(+163.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.39% | +27.33% | +6.79% | +38.90% |
| Top 20 Holdings Unweighted | +10.03% | +33.20% | +7.98% | +46.80% |
Focused Investors LLC reports $2.96B in US-listed equity holdings across 23 positions in its most recent 13F filing. Its largest disclosed positions are GS (8.3%), MS (7.8%) and JNJ (7.3%). The top 20 holdings account for 93.42% of reported assets. Its disclosed equity book has returned +27.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Focused Investors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426398). View Focused Investors LLC’s 13F filings on SEC