Fund HoldingsFocused Investors LLC

Total Portfolio Value
$3.29B
Total Bought
$16.25M
Total Sold
$322.08M
Net Transaction
-$305.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Fiserv, Inc.(FISV)1,262,5001,246,200-16,300188,163223,8806.80%+35,717
Oracle Corporation(ORCL)1,104,7001,084,300-20,400155,984184,7655.61%+28,781
UnitedHealth Group Inc.(UNH)417,250409,650-7,600212,489239,5147.27%+27,025
Lowe's Companies, Inc.(LOW)468,600460,000-8,600103,308124,5913.78%+21,283
McDonald's Corporation(MCD)441,500433,500-8,000112,512132,0054.01%+19,493
Northrop Grumman Corporation(NOC)220,300216,200-4,10096,040114,1693.47%+18,129
American Express Co.(AXP)458,800450,400-8,400106,235122,1483.71%+15,913
Johnson & Johnson(JNJ)1,192,1501,170,250-21,900174,245189,6515.76%+15,406
RTX Corporation(RTX)804,050789,350-14,70080,71995,6382.90%+14,919
The Home Depot, Inc.(HD)228,250223,950-4,30078,57390,7452.75%+12,172
The Goldman Sachs Group, Inc.(GS)340,400334,800-5,600153,970165,7635.03%+11,793
The Walt Disney Company(DIS)1,104,7001,234,500+129,800109,686118,7473.60%+9,061
Morgan Stanley(MS)1,649,7001,618,200-31,500160,334168,6815.12%+8,347
Elevance Health, Inc.(ELV)468,100501,600+33,500253,645260,8327.92%+7,187
The Coca-Cola Co.(KO)1,024,9501,006,150-18,80065,23872,3022.19%+7,064
Lockheed Martin Corp.(LMT)206,500174,500-32,00096,456102,0063.10%+5,550
The Cigna Group(CI)549,900539,900-10,000181,780187,0435.68%+5,263
The TJX Companies, Inc.(TJX)989,200971,200-18,000108,911114,1553.47%+5,244
L3Harris Technologies, Inc.(LHX)462,850454,350-8,500103,947108,0763.28%+4,129
Target Corp.(TGT)688,700676,000-12,700101,955105,3613.20%+3,406
PepsiCo, Inc.(PEP)563,300553,000-10,30092,90594,0382.85%+1,133
FedEx Corporation(FDX)508,100498,800-9,300152,349136,5124.14%-15,837
Microsoft Corp.(MSFT)423,650334,350-89,300189,350143,8714.37%-45,480
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