13F-HR 1 fi13f033113.txt 1ST QUARTER 2013 ------------------------------ OMB APPROVAL ------------------------------ OMB Number: 3235-0006 Expires: July 31, 2015 Estimated average burden hours per response........23.8 ------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 ------------------------------- Check here if Amendment |_|; Amendment Number: ----------- This Amendment (Check only one.): |_| is a restatement. |_| adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Focused Investors LLC ------------------------------------------------- Address: 9777 Wilshire Boulevard, Suite 910 ------------------------------------------------- Beverly Hills, California 90212 ------------------------------------------------- Form 13F File Number: 28 - 12707 -------------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Michael Kromm --------------------------------------------------- Title: Chief Operating Officer/Chief Compliance Officer --------------------------------------------------- Phone: (310) 734-1213 --------------------------------------------------- Signature, Place, and Date of Signing: /s/ Michael Kromm Beverly Hills, California 05/13/13 ---------------------- ----------------------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one): |X| 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) |_| 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) |_| 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: None 1 FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 --------------------- Form 13F Information Table Entry Total: 24 --------------------- Form 13F Information Table Value Total: $ 2,035,911 --------------------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3M Company COM 88579Y101 64966 611100 SH Sole 611100 Aetna Inc. COM 00817Y108 43271 846300 SH Sole 846300 American Express Co. COM 025816109 123884 1836400 SH Sole 1836400 Becton, Dickinson and Company COM 075887109 56572 591700 SH Sole 591700 CVS Caremark Corp. COM 126650100 93549 1701200 SH Sole 1701200 Diageo PLC COM 25243Q205 68570 544900 SH Sole 544900 Goldman Sachs Group Inc. COM 38141G104 75937 516050 SH Sole 516050 International Business Machine COM 459200101 109348 512650 SH Sole 512650 Johnson & Johnson COM 478160104 100600 1233900 SH Sole 1233900 JPMorgan Chase & Co. COM 46625H100 75955 1600400 SH Sole 1600400 McDonald's Corp. COM 580135101 140084 1405200 SH Sole 1405200 Microsoft Corp. COM 594918104 107061 3742100 SH Sole 3742100 Morgan Stanley COM 617446448 45714 2079800 SH Sole 2079800 NIKE, Inc. COM 654106103 66203 1121900 SH Sole 1121900 PepsiCo, Inc. COM 713448108 137003 1731800 SH Sole 1731800 Pfizer Inc. COM 717081103 64736 2243100 SH Sole 2243100 Target Corp. COM 87612E106 82475 1204900 SH Sole 1204900 The Coca-Cola Co. COM 191216100 106559 2635000 SH Sole 2635000 The Procter and Gamble Co. COM 742718109 64453 836400 SH Sole 836400 UnitedHealth Group Inc. COM 91324P102 55986 978600 SH Sole 978600 Wal-Mart Stores, Inc. COM 931142103 162980 2178000 SH Sole 2178000 WellPoint, Inc. COM 94973V107 67700 1022200 SH Sole 1022200 Wells Fargo & Company COM 949746101 76802 2076300 SH Sole 2076300 Zimmer Holdings, Inc. COM 98956P102 45501 604900 SH Sole 604900