Fund HoldingsFocused Investors LLC

Total Portfolio Value
$3.19B
Total Bought
$32.71M
Total Sold
$243.93M
Net Transaction
-$211.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Elevance Health, Inc.(ELV)460,550481,900+21,350217,177249,8847.83%+32,707
The Cigna Group(CI)600,650565,900-34,750179,865205,5296.44%+25,665
The Walt Disney Company(DIS)1,052,200986,050-66,15095,003120,6533.78%+25,650
Fiserv, Inc.(FISV)1,205,6001,136,000-69,600160,152181,5565.69%+21,404
Target Corp.(TGT)753,000708,400-44,600107,242125,5363.93%+18,293
Oracle Corporation(ORCL)1,391,3001,309,750-81,550146,685164,5185.15%+17,833
American Express Co.(AXP)499,000471,600-27,40093,483107,3793.36%+13,896
FedEx Corporation(FDX)553,750522,600-31,150140,082151,4184.74%+11,336
Lowe's Companies, Inc.(LOW)512,750482,300-30,450114,113122,8563.85%+8,744
RTX Corporation(RTX)875,800826,350-49,45073,69080,5942.52%+6,904
The Home Depot, Inc.(HD)250,400234,850-15,55086,77690,0882.82%+3,312
The Goldman Sachs Group, Inc.(GS)372,700350,300-22,400143,776146,3174.58%+2,540
The TJX Companies, Inc.(TJX)1,078,1501,017,000-61,150101,141103,1443.23%+2,003
The Coca-Cola Co.(KO)1,118,3501,054,050-64,30065,90464,4872.02%-1,418
PepsiCo, Inc.(PEP)613,350579,000-34,350104,171101,3313.17%-2,841
Northrop Grumman Corporation(NOC)241,150226,400-14,750112,892108,3693.39%-4,523
L3Harris Technologies, Inc.(LHX)508,800478,050-30,750107,163101,8723.19%-5,291
Lockheed Martin Corp.(LMT)225,450212,400-13,050102,18396,6143.03%-5,569
Morgan Stanley(MS)1,800,3501,696,200-104,150167,883159,7145.00%-8,168
Microsoft Corp.(MSFT)563,350482,150-81,200211,842202,8506.35%-8,992
Johnson & Johnson(JNJ)1,302,8001,226,350-76,450204,201193,9966.08%-10,205
McDonald's Corporation(MCD)482,250454,300-27,950142,992128,0904.01%-14,902
UnitedHealth Group Inc.(UNH)400,350376,650-23,700210,772186,3295.84%-24,444
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