Focused Investors LLC holds a focused book of 22 reported positions worth $3.1B as of Q1 2026 (disclosed Apr 16, 2026, a ~16-day 13F lag). This quarter they trimmed Goldman Sachs Group Inc. Their largest long position is Goldman Sachs Group Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2013 would be +354% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +363.4%, a 9.1-point gap that is the cost of the ~16-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Focused Investors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Focused Investors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| New World Advisors LLC | 13 / 22 | $427.7M |
| AdviceOne Advisory Services, LLC | 4 / 22 | $116.8M |
| Granite Group Advisors, LLC | 8 / 22 | $83.4M |
| Hardin Capital Partners, LLC | 6 / 22 | $97.2M |
| Brookmont Capital Management | 9 / 22 | $78.7M |
| Sentry LLC | 11 / 22 | $145.0M |
| Gallagher Fiduciary Advisors, LLC | 10 / 22 | $1.2B |
| Rings Capital Management LLC | 2 / 22 | $62.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Focused Investors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | The Goldman Sachs Group, Inc. COM | $229.3M | 271.1K | 7.5% | ▼−2.6% Reduced · −7K sh | |
| 2 | Johnson & Johnson COM | $228.8M | 935.9K | 7.4% | ▼−2.5% Reduced · −24K sh | |
| 3 | Morgan Stanley COM | $202.1M | 1.23M | 6.6% | ▼−2.4% Reduced · −31K sh | |
| 4 | The Cigna Group COM | $186.2M | 698.2K | 6.1% | ▼−1.5% Reduced · −11K sh | |
| 5 | The Walt Disney Company COM | $177.5M | 1.84M | 5.8% | ▲+21% Added · +319K sh | |
| 6 | Microsoft Corp. COM | $177.5M | 479.4K | 5.8% | ▲+56% Added · +173K sh | |
| 7 | FedEx Corporation COM | $167.0M | 468.9K | 5.4% | ▼−2.5% Reduced · −12K sh | |
| 8 | PepsiCo, Inc. COM | $166.6M | 1.07M | 5.4% | ▼−2.5% Reduced · −28K sh | |
| 9 | American Express Co. COM | $152.0M | 502.4K | 4.9% | ▲+16% Added · +68K sh | |
| 10 | Elevance Health, Inc. COM | $149.2M | 509.8K | 4.9% | ▼−2.5% Reduced · −13K sh | |
| 11 | The TJX Companies, Inc. COM | $145.8M | 913.1K | 4.7% | ▼−2.5% Reduced · −23K sh | |
| 12 | UnitedHealth Group Inc. COM | $132.5M | 489.7K | 4.3% | ▼−2.5% Reduced · −12K sh | |
| 13 | McDonald's Corporation COM | $126.6M | 407.3K | 4.1% | ▼−2.4% Reduced · −10K sh | |
| 14 | Northrop Grumman Corporation COM | $121.0M | 177.4K | 3.9% | ▼−15% Reduced · −30K sh | |
| 15 | L3Harris Technologies, Inc. COM | $108.5M | 314.3K | 3.5% | ▼−28% Reduced · −123K sh | |
| 16 | RTX Corporation COM | $107.1M | 555.5K | 3.5% | ▼−27% Reduced · −205K sh | |
| 17 | Lowe's Companies, Inc. COM | $102.6M | 434.4K | 3.3% | ▼−2.5% Reduced · −11K sh | |
| 18 | Lockheed Martin Corp. COM | $98.5M | 163.0K | 3.2% | ▼−2.5% Reduced · −4K sh | |
| 19 | Global Payments Inc. COM | $96.6M | 1.43M | 3.1% | ▼−1.9% Reduced · −27K sh | |
| 20 | Oracle Corporation COM | $90.8M | 617.1K | 3.0% | ▲+80% Added · +274K sh | |
| 21 | The Home Depot, Inc. COM | $68.2M | 207.5K | 2.2% | ▼−2.4% Reduced · −5K sh | |
| 22 | Centene Corporation COM | $40.4M | 1.23M | 1.3% | ▼−2.5% Reduced · −31K sh |
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1426398/holdings"
Use Arkolith to show Focused Investors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 22 | $3.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 22 | $3.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 23 | $3.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 23 | $3.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 24 | $3.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 24 | $3.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 23 | $3.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 30, 2024 | 30d | 23 | $3.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 44d | 23 | $3.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 25, 2024 | 25d | 23 | $3.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 19d | 23 | $2.8B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 25, 2023 | 25d | 23 | $3.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 26, 2023 | 26d | 23 | $2.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 25, 2023 | 25d | 23 | $3.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 14, 2022 | 14d | 23 | $2.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 32d | 23 | $2.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 20, 2022 | 20d | 23 | $3.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 38d | 24 | $3.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 27, 2021 | 27d | 24 | $3.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 3, 2021 | 34d | 23 | $3.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 26, 2021 | 26d | 23 | $2.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 22, 2021 | 22d | 24 | $2.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 21, 2020 | 21d | 24 | $2.4B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 23, 2020 | 23d | 22 | $2.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.