Arkolith/Funds/Focused Investors LLC

Focused Investors LLC

CIK 1426398
Holdings as of Mar 31, 2026·disclosed Apr 16, 2026·~16-day 13F lag·13F-HR
Inactive

Focused Investors LLC holds a focused book of 22 stocks worth $3.1B as of Q1 2026 (disclosed Apr 16, 2026, a ~45-day 13F lag). This quarter they trimmed The Goldman Sachs Group, Inc.. Their largest long position is The Goldman Sachs Group, Inc. at 7% of the equity book. Cloning the disclosed picks since 2016 would be +286% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Focused Investors LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1426398/holdings"
Ask your agent
Use Arkolith to show Focused Investors LLC's latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
4
existing
Trimmed
18
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+286.2%
+13.9%/yr · since Jan '16
Their reported book
+264.0%
held from quarter-end
S&P 500
+350.5%
same window
$10K$19K$28K$37K$46KJan '16Mar '18Apr '20Apr '22May '24Jun '26
Focused Investors LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 22.2 points over this window.

Growth of $10,000 cloning Focused Investors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
60%
Top 20 holdings
96%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

43% mapped to company sectors

ETF / fund or unclassified
57%
Industrials
12%
Health Care
12%
Consumer Discretionary
7%
Financials
7%
Consumer Staples
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
  • Microsoft Corp.
    +56%$64.0M
  • Oracle Corporation
    +80%$40.3M
  • The Walt Disney Company
    +21%$30.8M
  • American Express Co.
    +16%$20.5M
Trimmed / exited
  • L3Harris Technologies, Inc.
    −28%$42.4M
  • −27%$39.5M
  • Northrop Grumman Corporation
    −15%$20.7M
  • The Goldman Sachs Group, Inc.
    −2.6%$6.1M
  • −2.5%$5.8M
  • −2.4%$5.0M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

22 positions
#SecurityValueShares% PortLast moveHistory
1The Goldman Sachs Group, Inc.
COM
$229.3M271.1K
7.5%
−2.6%
Reduced · −7K sh
2Johnson & Johnson
COM
$228.8M935.9K
7.4%
−2.5%
Reduced · −24K sh
3Morgan Stanley
COM
$202.1M1.23M
6.6%
−2.4%
Reduced · −31K sh
4The Cigna Group
COM
$186.2M698.2K
6.1%
−1.5%
Reduced · −11K sh
5The Walt Disney Company
COM
$177.5M1.84M
5.8%
+21%
Added · +319K sh
6Microsoft Corp.
COM
$177.5M479.4K
5.8%
+56%
Added · +173K sh
7FedEx Corporation
COM
$167.0M468.9K
5.4%
−2.5%
Reduced · −12K sh
8PepsiCo, Inc.
COM
$166.6M1.07M
5.4%
−2.5%
Reduced · −28K sh
9American Express Co.
COM
$152.0M502.4K
4.9%
+16%
Added · +68K sh
10Elevance Health, Inc.
COM
$149.2M509.8K
4.9%
−2.5%
Reduced · −13K sh
11The TJX Companies, Inc.
COM
$145.8M913.1K
4.7%
−2.5%
Reduced · −23K sh
12UnitedHealth Group Inc.
COM
$132.5M489.7K
4.3%
−2.5%
Reduced · −12K sh
13McDonald's Corporation
COM
$126.6M407.3K
4.1%
−2.4%
Reduced · −10K sh
14Northrop Grumman Corporation
COM
$121.0M177.4K
3.9%
−15%
Reduced · −30K sh
15L3Harris Technologies, Inc.
COM
$108.5M314.3K
3.5%
−28%
Reduced · −123K sh
16RTX Corporation
COM
$107.1M555.5K
3.5%
−27%
Reduced · −205K sh
17Lowe's Companies, Inc.
COM
$102.6M434.4K
3.3%
−2.5%
Reduced · −11K sh
18Lockheed Martin Corp.
COM
$98.5M163.0K
3.2%
−2.5%
Reduced · −4K sh
19Global Payments Inc.
COM
$96.6M1.43M
3.1%
−1.9%
Reduced · −27K sh
20Oracle Corporation
COM
$90.8M617.1K
3.0%
+80%
Added · +274K sh
21The Home Depot, Inc.
COM
$68.2M207.5K
2.2%
−2.4%
Reduced · −5K sh
22Centene Corporation
COM
$40.4M1.23M
1.3%
−2.5%
Reduced · −31K sh
Showing all 22 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 16, 202622$3.1B13F-HR
Q4 2025Dec 31, 2025Jan 27, 202622$3.1B13F-HR
Q3 2025Sep 30, 2025Oct 28, 202523$3.3B13F-HR
Q2 2025Jun 30, 2025Jul 23, 202523$3.1B13F-HR
Q1 2025Mar 31, 2025May 1, 202524$3.1B13F-HR
Q4 2024Dec 31, 2024Feb 11, 202524$3.2B13F-HR
Q3 2024Sep 30, 2024Nov 6, 202423$3.3B13F-HR
Q2 2024Jun 30, 2024Jul 30, 202423$3.1B13F-HR
Q1 2024Mar 31, 2024May 14, 202423$3.2B13F-HR
Q4 2023Dec 31, 2023Jan 25, 202423$3.1B13F-HR
Q3 2023Sep 30, 2023Oct 19, 202323$2.8B13F-HR
Q2 2023Jun 30, 2023Jul 25, 202323$3.0B13F-HR
Q1 2023Mar 31, 2023Apr 26, 202323$2.9B13F-HR
Q4 2022Dec 31, 2022Jan 25, 202323$3.1B13F-HR
Q3 2022Sep 30, 2022Oct 14, 202223$2.8B13F-HR
Q2 2022Jun 30, 2022Aug 1, 202223$2.9B13F-HR
Q1 2022Mar 31, 2022Apr 20, 202223$3.1B13F-HR
Q4 2021Dec 31, 2021Feb 7, 202224$3.3B13F-HR
Q3 2021Sep 30, 2021Oct 27, 202124$3.0B13F-HR
Q2 2021Jun 30, 2021Aug 3, 202123$3.1B13F-HR
Q1 2021Mar 31, 2021Apr 26, 202123$2.9B13F-HR
Q4 2020Dec 31, 2020Jan 22, 202124$2.8B13F-HR
Q3 2020Sep 30, 2020Oct 21, 202024$2.4B13F-HR
Q2 2020Jun 30, 2020Jul 23, 202022$2.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.