Focused Investors LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3 Billion distributed in 23 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Elevance Health, Inc. with a value of $200M, Oracle Corp with a value of $198M, Goldman Sachs Group Inc with a value of $193M, Cigna Corp with a value of $185M, and Morgan Stanley with a value of $176M.
Examining the 13F form we can see an decrease of $3.29M in the current position value, from $3B to 3B.
Below you can find more details about Focused Investors LLC portfolio as well as his latest detailed transactions.