Fund HoldingsFocused Investors LLC

Total Portfolio Value
$3.08B
Total Bought
$43.73M
Total Sold
$179.49M
Net Transaction
-$135.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
UnitedHealth Group Inc.(UNH)376,650417,250+40,600186,329212,4896.90%+26,160
The Goldman Sachs Group, Inc.(GS)350,300340,400-9,900146,317153,9705.00%+7,653
Fiserv, Inc.(FISV)1,136,0001,262,500+126,500181,556188,1636.11%+6,607
The TJX Companies, Inc.(TJX)1,017,000989,200-27,800103,144108,9113.54%+5,767
Elevance Health, Inc.(ELV)481,900468,100-13,800249,884253,6458.24%+3,760
L3Harris Technologies, Inc.(LHX)478,050462,850-15,200101,872103,9473.38%+2,074
FedEx Corporation(FDX)522,600508,100-14,500151,418152,3494.95%+931
The Coca-Cola Co.(KO)1,054,0501,024,950-29,10064,48765,2382.12%+751
Morgan Stanley(MS)1,696,2001,649,700-46,500159,714160,3345.21%+620
RTX Corporation(RTX)826,350804,050-22,30080,59480,7192.62%+125
Lockheed Martin Corp.(LMT)212,400206,500-5,90096,61496,4563.13%-158
American Express Co.(AXP)471,600458,800-12,800107,379106,2353.45%-1,143
PepsiCo, Inc.(PEP)579,000563,300-15,700101,33192,9053.02%-8,426
Oracle Corporation(ORCL)1,309,7501,104,700-205,050164,518155,9845.07%-8,534
The Walt Disney Company(DIS)986,0501,104,700+118,650120,653109,6863.56%-10,967
The Home Depot, Inc.(HD)234,850228,250-6,60090,08878,5732.55%-11,516
Northrop Grumman Corporation(NOC)226,400220,300-6,100108,36996,0403.12%-12,329
Microsoft Corp.(MSFT)482,150423,650-58,500202,850189,3506.15%-13,500
McDonald's Corporation(MCD)454,300441,500-12,800128,090112,5123.65%-15,578
Lowe's Companies, Inc.(LOW)482,300468,600-13,700122,856103,3083.36%-19,549
Johnson & Johnson(JNJ)1,226,3501,192,150-34,200193,996174,2455.66%-19,752
Target Corp.(TGT)708,400688,700-19,700125,536101,9553.31%-23,580
The Cigna Group(CI)565,900549,900-16,000205,529181,7805.90%-23,749
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