Filed: 5/1/2025ACC: 0001380089-25-000003
📋 What this filing means
FOCUSED INVESTORS LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $3.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$3.11B
Total AUM (reported)
15.59M
Total Shares
Allocation by class
COM$3.11B100.0%
Portfolio Concentration
Top 3$700.78M22.5%
4–10$1.09B35.0%
11–25$1.32B42.5%
Top 3 weight
22.5%
Top 10 weight
57.5%
Voting Authority Distribution
Total shares with voting rights: 15.59M
Sole
Full voting authority
15.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
Fiserv, Inc.
SOLEShares1.20M
TypeSH
Market value$264.26M
8.49%
Sole
1.20M
Shared
0.00
None
0.00
Elevance Health, Inc.
SOLEShares505.20K
TypeSH
Market value$219.74M
7.06%
Sole
505.20K
Shared
0.00
None
0.00
UnitedHealth Group Inc.
SOLEShares413.90K
TypeSH
Market value$216.78M
6.96%
Sole
413.90K
Shared
0.00
None
0.00
The Cigna Group
SOLEShares571.65K
TypeSH
Market value$188.07M
6.04%
Sole
571.65K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares1.13M
TypeSH
Market value$187.54M
6.02%
Sole
1.13M
Shared
0.00
None
0.00
The Goldman Sachs Group, Inc.
SOLEShares305.30K
TypeSH
Market value$166.78M
5.36%
Sole
305.30K
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares1.28M
TypeSH
Market value$148.99M
4.79%
Sole
1.28M
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares1.05M
TypeSH
Market value$146.52M
4.71%
Sole
1.05M
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares419.65K
TypeSH
Market value$131.09M
4.21%
Sole
419.65K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares323.50K
TypeSH
Market value$121.44M
3.90%
Sole
323.50K
Shared
0.00
None
0.00
FedEx Corporation
SOLEShares483.40K
TypeSH
Market value$117.84M
3.78%
Sole
483.40K
Shared
0.00
None
0.00
The Walt Disney Company
SOLEShares1.19M
TypeSH
Market value$117.54M
3.78%
Sole
1.19M
Shared
0.00
None
0.00
American Express Co.
SOLEShares436.60K
TypeSH
Market value$117.47M
3.77%
Sole
436.60K
Shared
0.00
None
0.00
The TJX Companies, Inc.
SOLEShares939.85K
TypeSH
Market value$114.47M
3.68%
Sole
939.85K
Shared
0.00
None
0.00
Northrop Grumman Corporation
SOLEShares207.90K
TypeSH
Market value$106.45M
3.42%
Sole
207.90K
Shared
0.00
None
0.00
Lowe's Companies, Inc.
SOLEShares446.20K
TypeSH
Market value$104.07M
3.34%
Sole
446.20K
Shared
0.00
None
0.00
RTX Corporation
SOLEShares763.50K
TypeSH
Market value$101.13M
3.25%
Sole
763.50K
Shared
0.00
None
0.00
L3Harris Technologies, Inc.
SOLEShares439.45K
TypeSH
Market value$91.98M
2.95%
Sole
439.45K
Shared
0.00
None
0.00
Global Payments Inc.
SOLEShares872.30K
TypeSH
Market value$85.42M
2.74%
Sole
872.30K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares533.55K
TypeSH
Market value$80.00M
2.57%
Sole
533.55K
Shared
0.00
None
0.00
The Home Depot, Inc.
SOLEShares216.05K
TypeSH
Market value$79.18M
2.54%
Sole
216.05K
Shared
0.00
None
0.00
Lockheed Martin Corp.
SOLEShares168.40K
TypeSH
Market value$75.23M
2.42%
Sole
168.40K
Shared
0.00
None
0.00
Target Corp.
SOLEShares653.70K
TypeSH
Market value$68.22M
2.19%
Sole
653.70K
Shared
0.00
None
0.00
Centene Corporation
SOLEShares1.04M
TypeSH
Market value$63.28M
2.03%
Sole
1.04M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Fiserv, Inc.SOLE | COM | 1.20M | SH | $264.26M 8.49% | 1.20M | 0.00 | 0.00 |
Elevance Health, Inc.SOLE | COM | 505.20K | SH | $219.74M 7.06% | 505.20K | 0.00 | 0.00 |
UnitedHealth Group Inc.SOLE | COM | 413.90K | SH | $216.78M 6.96% | 413.90K | 0.00 | 0.00 |
The Cigna GroupSOLE | COM | 571.65K | SH | $188.07M 6.04% | 571.65K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 1.13M | SH | $187.54M 6.02% | 1.13M | 0.00 | 0.00 |
The Goldman Sachs Group, Inc.SOLE | COM | 305.30K | SH | $166.78M 5.36% | 305.30K | 0.00 | 0.00 |
Morgan StanleySOLE | COM | 1.28M | SH | $148.99M 4.79% | 1.28M | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 1.05M | SH | $146.52M 4.71% | 1.05M | 0.00 | 0.00 |
McDonald's CorporationSOLE | COM | 419.65K | SH | $131.09M 4.21% | 419.65K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 323.50K | SH | $121.44M 3.90% | 323.50K | 0.00 | 0.00 |
FedEx CorporationSOLE | COM | 483.40K | SH | $117.84M 3.78% | 483.40K | 0.00 | 0.00 |
The Walt Disney CompanySOLE | COM | 1.19M | SH | $117.54M 3.78% | 1.19M | 0.00 | 0.00 |
American Express Co.SOLE | COM | 436.60K | SH | $117.47M 3.77% | 436.60K | 0.00 | 0.00 |
The TJX Companies, Inc.SOLE | COM | 939.85K | SH | $114.47M 3.68% | 939.85K | 0.00 | 0.00 |
Northrop Grumman CorporationSOLE | COM | 207.90K | SH | $106.45M 3.42% | 207.90K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | COM | 446.20K | SH | $104.07M 3.34% | 446.20K | 0.00 | 0.00 |
RTX CorporationSOLE | COM | 763.50K | SH | $101.13M 3.25% | 763.50K | 0.00 | 0.00 |
L3Harris Technologies, Inc.SOLE | COM | 439.45K | SH | $91.98M 2.95% | 439.45K | 0.00 | 0.00 |
Global Payments Inc.SOLE | COM | 872.30K | SH | $85.42M 2.74% | 872.30K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | COM | 533.55K | SH | $80.00M 2.57% | 533.55K | 0.00 | 0.00 |
The Home Depot, Inc.SOLE | COM | 216.05K | SH | $79.18M 2.54% | 216.05K | 0.00 | 0.00 |
Lockheed Martin Corp.SOLE | COM | 168.40K | SH | $75.23M 2.42% | 168.40K | 0.00 | 0.00 |
Target Corp.SOLE | COM | 653.70K | SH | $68.22M 2.19% | 653.70K | 0.00 | 0.00 |
Centene CorporationSOLE | COM | 1.04M | SH | $63.28M 2.03% | 1.04M | 0.00 | 0.00 |