Focused Investors LLC

Vermögensverwalter · Portfolio $2.96 Mrd. · 23 Positionen · Bericht zum 30.06.2026

Aktienpositionen Bericht für 30.06.2026, eingereicht am 28.07.2026; Veränderung – ggü. 31.03.2026 · 24

Unternehmen	Aktien	Wert	% des Portfolios	Veränderung im Quartal
Goldman Sachs Group Inc US:GS	244 000	$247 Mio.	8.33%	−27 100
MORGAN STANLEY US:MS	1 104 050	$231 Mio.	7.79%	−124 300
Johnson & Johnson US:JNJ	847 800	$215 Mio.	7.27%	−88 100
UNITEDHEALTH GROUP INC US:UNH	443 500	$184 Mio.	6.22%	−46 200
Elevance Health Inc US:ELV	461 600	$179 Mio.	6.03%	−48 200
Cigna Corp US:CI	625 900	$173 Mio.	5.82%	−72 300
Microsoft Corporation US:MSFT	433 700	$162 Mio.	5.46%	−45 700
Walt Disney Co US:DIS	1 664 650	$160 Mio.	5.41%	−177 500
American Express Company US:AXP	455 650	$154 Mio.	5.20%	−46 800
FEDEX CORP US:FDX	425 000	$133 Mio.	4.49%	−43 900
PepsiCo Inc US:PEP	972 650	$132 Mio.	4.45%	−100 100
The TJX Companies Inc US:TJX	825 300	$125 Mio.	4.22%	−87 800
McDonald’s Corporation US:MCD	367 800	$99.4 Mio.	3.36%	−39 500
Global Payments Inc US:GPN	1 300 800	$94.4 Mio.	3.19%	−134 100
Lowe's Companies Inc US:LOW	390 950	$86.2 Mio.	2.91%	−43 400
L3Harris Technologies Inc US:LHX	284 150	$82.6 Mio.	2.79%	−30 100
Oracle Corporation US:ORCL	557 750	$81.7 Mio.	2.76%	−59 400
Northrop Grumman Corporation US:NOC	160 300	$81.6 Mio.	2.76%	−17 100
Lockheed Martin Corporation US:LMT	147 900	$75.3 Mio.	2.54%	−15 100
Centene Corp US:CNC	1 117 750	$71.7 Mio.	2.42%	−115 400
Marsh & McLennan Companies,… US:MRSH	404 300	$67.4 Mio.	2.27%	neu
The Home Depot Inc US:HD	188 500	$66.5 Mio.	2.24%	−19 000
Accenture Plc Class A CUSIP G1151C101	492 400	$61.3 Mio.	2.07%	neu
RTX Corporation US:RTX	0 (war 555 450)	—	—	verkauft