Stock Taper 
FOCUSED INVESTORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Walt Disney Company | DIS | 1.66M | $160.22M |
 Global Payments Inc. | GPN | 1.3M | $94.39M |
 Centene Corp. | CNC | 1.12M | $71.75M |
 Morgan Stanley | MS | 1.1M | $230.79M |
 PepsiCo, Inc. | PEP | 972.65K | $131.7M |
 Johnson & Johnson | JNJ | 847.8K | $215.32M |
 The TJX Companies, Inc. | TJX | 825.3K | $125.03M |
 Cigna Corporation | CI | 625.9K | $172.55M |
 Oracle Corporation | ORCL | 557.75K | $81.74M |
 Accenture plc | ACN | 492.4K | $61.27M |
 Elevance Health Inc. | ELV | 461.6K | $178.51M |
 American Express Company | AXP | 455.65K | $154.12M |
 UnitedHealth Group Incorporated | UNH | 443.5K | $184.33M |
 Microsoft Corporation | MSFT | 433.7K | $161.78M |
 FedEx Corporation | FDX | 425K | $133.08M |
 Marsh & McLennan Companies, Inc. | MRSH | 404.3K | $67.38M |
 Lowe's Companies, Inc. | LOW | 390.95K | $86.2M |
 McDonald's Corporation | MCD | 367.8K | $99.42M |
 L3Harris Technologies, Inc. | LHX | 284.15K | $82.57M |
 The Goldman Sachs Group, Inc. | GS | 244K | $246.77M |