Filed: 2/11/2025ACC: 0001426398-25-000003
📋 What this filing means
FOCUSED INVESTORS LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $3.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$3.17B
Total AUM (reported)
15.10M
Total Shares
Allocation by class
COM$3.17B100.0%
Portfolio Concentration
Top 3$660.01M20.8%
4–10$1.14B36.1%
11–25$1.36B43.0%
Top 3 weight
20.8%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 15.10M
Sole
Full voting authority
15.10M
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.
SOLEShares1.23M
TypeSH
Market value$253.19M
8.00%
Sole
1.23M
Shared
0.00
None
0.00
UnitedHealth Group Inc.
SOLEShares426.60K
TypeSH
Market value$215.80M
6.82%
Sole
426.60K
Shared
0.00
None
0.00
Elevance Health, Inc.
SOLEShares517.80K
TypeSH
Market value$191.02M
6.03%
Sole
517.80K
Shared
0.00
None
0.00
The Goldman Sachs Group, Inc.
SOLEShares332.10K
TypeSH
Market value$190.17M
6.01%
Sole
332.10K
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares1.07M
TypeSH
Market value$179.14M
5.66%
Sole
1.07M
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares1.16M
TypeSH
Market value$167.80M
5.30%
Sole
1.16M
Shared
0.00
None
0.00
Morgan Stanley
SOLEShares1.31M
TypeSH
Market value$164.92M
5.21%
Sole
1.31M
Shared
0.00
None
0.00
The Cigna Group
SOLEShares587.45K
TypeSH
Market value$162.22M
5.12%
Sole
587.45K
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares331.50K
TypeSH
Market value$139.73M
4.41%
Sole
331.50K
Shared
0.00
None
0.00
FedEx Corporation
SOLEShares494.60K
TypeSH
Market value$139.15M
4.40%
Sole
494.60K
Shared
0.00
None
0.00
The Walt Disney Company
SOLEShares1.22M
TypeSH
Market value$136.18M
4.30%
Sole
1.22M
Shared
0.00
None
0.00
American Express Co.
SOLEShares447K
TypeSH
Market value$132.67M
4.19%
Sole
447K
Shared
0.00
None
0.00
McDonald's Corporation
SOLEShares429.85K
TypeSH
Market value$124.61M
3.94%
Sole
429.85K
Shared
0.00
None
0.00
The TJX Companies, Inc.
SOLEShares962.85K
TypeSH
Market value$116.32M
3.67%
Sole
962.85K
Shared
0.00
None
0.00
Lowe's Companies, Inc.
SOLEShares456K
TypeSH
Market value$112.54M
3.56%
Sole
456K
Shared
0.00
None
0.00
Northrop Grumman Corporation
SOLEShares214.30K
TypeSH
Market value$100.57M
3.18%
Sole
214.30K
Shared
0.00
None
0.00
Global Payments Inc.
SOLEShares892.10K
TypeSH
Market value$99.97M
3.16%
Sole
892.10K
Shared
0.00
None
0.00
L3Harris Technologies, Inc.
SOLEShares450.45K
TypeSH
Market value$94.72M
2.99%
Sole
450.45K
Shared
0.00
None
0.00
Target Corp.
SOLEShares670.20K
TypeSH
Market value$90.60M
2.86%
Sole
670.20K
Shared
0.00
None
0.00
RTX Corporation
SOLEShares782.60K
TypeSH
Market value$90.56M
2.86%
Sole
782.60K
Shared
0.00
None
0.00
The Home Depot, Inc.
SOLEShares222.15K
TypeSH
Market value$86.41M
2.73%
Sole
222.15K
Shared
0.00
None
0.00
Lockheed Martin Corp.
SOLEShares173.50K
TypeSH
Market value$84.31M
2.66%
Sole
173.50K
Shared
0.00
None
0.00
PepsiCo, Inc.
SOLEShares551.75K
TypeSH
Market value$83.90M
2.65%
Sole
551.75K
Shared
0.00
None
0.00
Centene Corporation
SOLEShares151.50K
TypeSH
Market value$9.18M
0.29%
Sole
151.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Fiserv, Inc.SOLE | COM | 1.23M | SH | $253.19M 8.00% | 1.23M | 0.00 | 0.00 |
UnitedHealth Group Inc.SOLE | COM | 426.60K | SH | $215.80M 6.82% | 426.60K | 0.00 | 0.00 |
Elevance Health, Inc.SOLE | COM | 517.80K | SH | $191.02M 6.03% | 517.80K | 0.00 | 0.00 |
The Goldman Sachs Group, Inc.SOLE | COM | 332.10K | SH | $190.17M 6.01% | 332.10K | 0.00 | 0.00 |
Oracle CorporationSOLE | COM | 1.07M | SH | $179.14M 5.66% | 1.07M | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 1.16M | SH | $167.80M 5.30% | 1.16M | 0.00 | 0.00 |
Morgan StanleySOLE | COM | 1.31M | SH | $164.92M 5.21% | 1.31M | 0.00 | 0.00 |
The Cigna GroupSOLE | COM | 587.45K | SH | $162.22M 5.12% | 587.45K | 0.00 | 0.00 |
Microsoft Corp.SOLE | COM | 331.50K | SH | $139.73M 4.41% | 331.50K | 0.00 | 0.00 |
FedEx CorporationSOLE | COM | 494.60K | SH | $139.15M 4.40% | 494.60K | 0.00 | 0.00 |
The Walt Disney CompanySOLE | COM | 1.22M | SH | $136.18M 4.30% | 1.22M | 0.00 | 0.00 |
American Express Co.SOLE | COM | 447K | SH | $132.67M 4.19% | 447K | 0.00 | 0.00 |
McDonald's CorporationSOLE | COM | 429.85K | SH | $124.61M 3.94% | 429.85K | 0.00 | 0.00 |
The TJX Companies, Inc.SOLE | COM | 962.85K | SH | $116.32M 3.67% | 962.85K | 0.00 | 0.00 |
Lowe's Companies, Inc.SOLE | COM | 456K | SH | $112.54M 3.56% | 456K | 0.00 | 0.00 |
Northrop Grumman CorporationSOLE | COM | 214.30K | SH | $100.57M 3.18% | 214.30K | 0.00 | 0.00 |
Global Payments Inc.SOLE | COM | 892.10K | SH | $99.97M 3.16% | 892.10K | 0.00 | 0.00 |
L3Harris Technologies, Inc.SOLE | COM | 450.45K | SH | $94.72M 2.99% | 450.45K | 0.00 | 0.00 |
Target Corp.SOLE | COM | 670.20K | SH | $90.60M 2.86% | 670.20K | 0.00 | 0.00 |
RTX CorporationSOLE | COM | 782.60K | SH | $90.56M 2.86% | 782.60K | 0.00 | 0.00 |
The Home Depot, Inc.SOLE | COM | 222.15K | SH | $86.41M 2.73% | 222.15K | 0.00 | 0.00 |
Lockheed Martin Corp.SOLE | COM | 173.50K | SH | $84.31M 2.66% | 173.50K | 0.00 | 0.00 |
PepsiCo, Inc.SOLE | COM | 551.75K | SH | $83.90M 2.65% | 551.75K | 0.00 | 0.00 |
Centene CorporationSOLE | COM | 151.50K | SH | $9.18M 0.29% | 151.50K | 0.00 | 0.00 |