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Focused investors/Dodge & Cox

Dodge & Cox

As of Q2 2026, Dodge & Cox reported 222 long-equity positions worth $191.01B in aggregate.

Copy-investor backtest

Latest quarter
+6.74%
1-year
+16.26%
3-year
+49.37%
5-year
+54.99%
3-year vs S&P 500
-23.69%
5-year vs S&P 500
-18.91%
5-year top 5
+46.12%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 116 of 170 rows. Rows without a quote are marked unavailable.

1NVSNOVARTIS AG-ADR SPONSORED ADR4.11%Add +2.6%48,438,459$3.07B$63.30No quote
2COFCAPITAL ONE FINANCIAL CORP COM3.77%Reduce -3.1%48,554,603$2.81B$57.93No quote
3GSKGLAXOSMITHKLINE PLC-SPON ADR SPONSORED ADR3.69%Add +5.1%63,302,825$2.75B$43.47No quote
4CMCSACOMCAST CORP-CLASS A CL A3.63%Reduce -13.4%72,420,757$2.71B$37.38No quote
5WFCWELLS FARGO & CO COM3.51%Reduce -6.3%76,436,311$2.61B$34.18No quote
6SLBSCHLUMBERGER LTD COM3.24%Reduce -1.0%34,796,152$2.41B$69.29No quote
7HPQHEWLETT-PACKARD CO COM2.99%Add +10.3%156,597,738$2.23B$14.25No quote
8SNYSANOFI-ADR SPONSORED ADR2.94%Reduce -3.0%46,238,268$2.19B$47.38No quote
9MRKMERCK & CO. INC. COM2.88%Reduce -3.9%52,449,719$2.15B$40.94No quote
10GEGENERAL ELECTRIC CO COM2.75%Reduce -6.7%97,580,627$2.05B$20.99No quote
11TWXTIME WARNER INC COM NEW2.73%Reduce -14.3%42,579,068$2.04BNo quoteNo quote
12NWSANEWS CORP-CL A CL A2.54%Reduce -11.7%73,990,044$1.89B$25.54No quote
13MSFTMICROSOFT CORP COM2.44%Add +11.8%68,095,523$1.82B$26.73No quote
14SSPRINT NEXTEL CORP COM SER 12.43%Add +5.6%319,807,955$1.81BNo quoteNo quote
15PFEPFIZER INC COM2.40%Reduce -4.6%71,247,670$1.79B$25.08No quote
16FDXFEDEX CORP COM2.21%Reduce -1.5%17,927,289$1.64B$91.72No quote
17BKBANK OF NEW YORK MELLON CORP COM2.13%Reduce -2.3%61,860,295$1.59B$25.70No quote
18GSGOLDMAN SACHS GROUP INC COM2.06%Reduce -2.6%12,016,625$1.53B$127.56No quote
19BACBANK OF AMERICA CORP COM2.03%Reduce -2.0%130,433,329$1.51B$11.60No quote
20TWCTIME WARNER CABLE COM1.88%Reduce -3.0%14,420,202$1.4BNo quoteNo quote
21SCHWSCHWAB (CHARLES) CORP COM1.84%Add +10.8%95,740,658$1.37B$14.36No quote
22TELTE CONNECTIVITY LTD REG SHS1.81%Reduce -2.1%36,424,495$1.35B$37.12No quote
23OXYOCCIDENTAL PETROLEUM CORP COM1.61%Reduce -1.2%15,707,401$1.2B$76.61No quote
24SYMCSYMANTEC CORP COM1.47%Reduce -1.7%58,417,616$1.1BNo quoteNo quote
25BHIBAKER HUGHES INC COM1.39%Reduce -2.0%25,283,308$1.03BNo quoteNo quote
26EBAYEBAY INC COM1.32%Reduce -10.3%19,219,016$980.55M$51.02No quote
27WMTWAL-MART STORES INC COM1.31%Reduce -2.1%14,336,624$978.19M$68.23No quote
28DOWDOW CHEMICAL CO/THE COM1.29%Add +0.1%29,819,338$963.76M$32.32No quote
29ADBEADOBE SYSTEMS INC COM1.18%Add +10.4%23,408,246$882.02M$37.68No quote
30NTAPNETAPP INC COM1.14%Add +19.7%25,316,785$849.38M$33.55No quote
31RDSAROYAL DUTCH SHELL PLC-ADR SPONS ADR A1.10%Reduce -2.4%11,874,653$818.76MNo quoteNo quote
32XRXXEROX CORP COM1.06%Reduce -2.1%115,437,432$787.28M$6.82No quote
33CECELANESE CORP-SERIES A COM SER A0.98%Add +3.8%16,476,653$733.71M$44.53No quote
34CVXCHEVRON CORP COM0.92%Reduce -3.4%6,344,500$686.09M$108.14No quote
35AEGAEGON N.V.-NY REG SHR NY REGISTRY SH0.92%Reduce -2.6%106,189,490$683.86M$6.44No quote
36GOOGLGOOGLE INC-CL A CL A0.89%Add +28.8%936,890$664.6M$709.37No quote
37SNPSSYNOPSYS INC COM0.89%Reduce -3.8%20,792,261$662.03M$31.84No quote
38VODVODAFONE GROUP PLC-SP ADR SPONS ADR NEW0.82%Reduce -3.3%24,142,133$608.14MNo quoteNo quote
39CSCCOMPUTER SCIENCES CORP COM0.81%Reduce -3.7%15,046,956$602.63MNo quoteNo quote
40BBTBB&T CORP COM0.79%Reduce -2.4%20,269,414$590.04MNo quoteNo quote
41BSXBOSTON SCIENTIFIC CORP COM0.75%Reduce -2.9%97,535,051$558.88M$5.73No quote
42STISUNTRUST BANKS INC COM0.74%Reduce -3.1%19,481,412$552.3MNo quoteNo quote
43TVGRUPO TELEVISA SA-SPON ADR SP ADR REP ORD0.74%Reduce -1.4%20,673,392$549.5MNo quoteNo quote
44VMCVULCAN MATERIALS CO COM0.73%Reduce -6.4%10,473,598$545.15M$52.05No quote
45DOXAMDOCS LTD ORD0.73%Add +1.1%15,997,769$543.76M$33.99No quote
46QVCALIBERTY INTERACTIVE CORP-A INT COM SER A0.71%Reduce -9.8%27,022,608$531.81MNo quoteNo quote
47METMETLIFE INC COM0.68%New15,437,200$508.5M$32.94No quote
48MXIMMAXIM INTEGRATED PRODUCTS COM0.68%Reduce -7.5%17,278,700$507.99MNo quoteNo quote
49BMCBMC SOFTWARE INC COM0.68%Reduce -4.2%12,687,878$503.2MNo quoteNo quote
50JPMJPMORGAN CHASE & CO COM0.63%Add +26.5%10,754,952$472.9M$43.97No quote
51HSBCHSBC HOLDINGS PLC-SPONS ADR SPON ADR NEW0.63%Reduce -4.2%8,897,659$472.2M$53.07No quote
52PHGPHILIPS ELECTRONICS-NY SHR NY REG SH NEW0.63%Reduce -18.6%17,787,679$472.09M$26.54No quote
53DISHDISH NETWORK CORP-A CL A0.59%Reduce -4.4%12,014,917$437.34MNo quoteNo quote
54GLWCORNING INC COM0.58%Add +0.7%34,004,700$429.14M$12.62No quote
55TYCTYCO INTERNATIONAL LTD SHS0.57%Reduce -1.8%14,602,322$427.12MNo quoteNo quote
56MDTMEDTRONIC INC COM0.57%Reduce -5.6%10,365,919$425.21M$41.02No quote
57PBR/APETROLEO BRASILEIRO-SPON ADR SP ADR NON VTGCUSIP 71654V1010.55%Add +2.3%21,197,500$409.11MNo quoteNo quote
58JCPJ.C. PENNEY CO INC COM0.53%Reduce -0.5%20,225,200$398.64MNo quoteNo quote
59MHPMCGRAW-HILL COMPANIES INC COM0.53%Reduce -4.8%7,250,120$396.36MNo quoteNo quote
60NOKNOKIA CORP-SPON ADR SPONSORED ADR0.52%Add +17.8%97,978,393$387.02M$3.95No quote
61ULUNILEVER PLC-SPONSORED ADR SPON ADR NEW0.51%Reduce -10.6%9,826,950$380.5M$38.72No quote
62MOLXAMOLEX INC -CL A CL A0.49%Reduce -3.9%16,426,229$366.63MNo quoteNo quote
63ADTADT CORP/THE COM0.42%New6,810,838$316.64M$46.49No quote
64KMXCARMAX INC COM0.42%Reduce -5.8%8,249,601$309.69M$37.54No quote
65LBTYKLIBERTY GLOBAL INC-SERIES C COM SER C0.39%Reduce -1.2%4,919,101$289M$58.75No quote
66CDNSCADENCE DESIGN SYS INC COM0.38%Reduce -4.0%21,033,375$284.16M$13.51No quote
67PCRFYPANASONIC CORP-SPON ADR ADR0.36%Add +54.3%44,781,586$271.82MNo quoteNo quote
68GNWGENWORTH FINANCIAL INC-CL A COM CL A0.36%Reduce -1.7%36,147,196$271.47MNo quoteNo quote
69CPWRCOMPUWARE CORP COM0.36%Reduce -3.7%24,827,714$269.88MNo quoteNo quote
70AOLAOL INC COM0.36%Reduce -11.7%8,953,439$265.11MNo quoteNo quote
71CXCEMEX SAB-SPONS ADR PART CER SPON ADR NEW0.35%Reduce -63.2%26,655,794$263.09M$9.87No quote
72HMCHONDA MOTOR CO LTD-SPONS ADR AMERN SHS0.34%Reduce -0.0%6,767,200$249.98MNo quoteNo quote
73DELLDELL INC COM0.33%Reduce -0.3%23,983,550$242.95M$10.13No quote
74DEODIAGEO PLC-SPONSORED ADR SPON ADR NEW0.32%Reduce -4.1%2,044,116$238.3M$116.58No quote
75LBTYALIBERTY GLOBAL INC-A COM SER A0.32%Reduce -1.1%3,758,684$236.76M$62.99No quote
76SONYSONY CORP-SPONSORED ADR ADR NEW0.18%Reduce -50.5%12,246,984$137.17M$11.20No quote
77CSCREDIT SUISSE GROUP-SPON ADR SPONSORED ADR0.16%Reduce -76.8%4,871,142$119.64MNo quoteNo quote
78UFSDOMTAR CORP COM0.16%Reduce -2.1%1,406,071$117.44MNo quoteNo quote
79NVRNVR INC COM0.16%Reduce -2.8%126,885$116.73M$920.00No quote
80TLKTELEKOMUNIK INDONESIA-SP ADR SPONSORED ADR0.11%Reduce -80.5%2,306,621$85.23MNo quoteNo quote
81MOLXMOLEX INC COM0.11%Reduce -8.9%2,905,827$79.42MNo quoteNo quote
82CICIGNA CORP COM0.10%Add +3236.0%1,330,534$71.13M$53.46No quote
83AMGNAMGEN INC COM0.09%Reduce -93.2%766,636$66.18M$86.32No quote
84LMLEGG MASON INC COM0.07%Reduce -37.6%1,930,870$49.66MNo quoteNo quote
85HDHOME DEPOT INC COM0.04%Reduce -90.8%517,568$32.01M$61.85No quote
86IBMINTL BUSINESS MACHINES CORP COM0.04%Reduce -2.6%139,033$26.63M$191.55No quote
87PBIPITNEY BOWES INC COM0.04%Reduce -9.7%2,476,554$26.35M$10.64No quote
88UNPUNION PACIFIC CORP COM0.03%Reduce -5.3%191,310$24.05M$125.72No quote
89TRVTRAVELERS COS INC/THE COM0.03%Reduce -9.6%310,245$22.28M$71.82No quote
90ERICERICSSON (LM) TEL-SP ADR ADR B SEK 100.02%Add +2.0%1,675,566$16.92MNo quoteNo quote
91XOMEXXON MOBIL CORP COM0.02%Reduce -1.6%180,468$15.62M$86.55No quote
92AXPAMERICAN EXPRESS CO COM0.02%Reduce -1.8%229,153$13.17M$57.48No quote
93PGPROCTER & GAMBLE CO/THE COM0.02%Reduce -2.3%181,737$12.34M$67.89No quote
94TGTTARGET CORP COM0.02%Reduce -0.8%206,923$12.24M$59.17No quote
95USBUS BANCORP COM NEW0.02%Reduce -12.4%369,727$11.81M$31.94No quote
96CBCHUBB CORP COM0.01%Reduce -3.7%145,098$10.93M$75.32No quote
97TMOTHERMO FISHER SCIENTIFIC INC COM0.01%Reduce -4.7%114,402$7.3M$63.78No quote
98MCDMCDONALD'S CORP COM0.01%Reduce -14.7%82,578$7.28M$88.21No quote
99COVCOVIDIEN PLC COM0.01%Reduce -15.3%117,978$6.81MNo quoteNo quote
100CATCATERPILLAR INC COM0.01%Reduce -10.5%74,290$6.66M$89.58No quote
101MSIMOTOROLA SOLUTIONS INC COM0.01%Reduce -40.4%108,744$6.06M$55.68No quote
102CMCSKCOMCAST CORP-SPECIAL CL A CL A SPL0.01%Reduce -3.9%154,261$5.55MNo quoteNo quote
103DISWALT DISNEY CO/THE COM DISNEY0.01%Reduce -27.6%105,765$5.27M$49.79No quote
104UNUNILEVER N V -NY SHARES N Y SHS NEW0.00%Reduce -7.2%89,217$3.42MNo quoteNo quote
105NUENUCOR CORP COM0.00%-72,400$3.13M$43.18No quote
106MMM3M CO COM0.00%Reduce -6.2%33,274$3.09M$92.84No quote
107COPCONOCOPHILLIPS COM0.00%Reduce -16.0%49,488$2.87M$57.99No quote
108DEDEERE & CO COM0.00%Reduce -2.4%32,434$2.8M$86.42No quote
109JNJJOHNSON & JOHNSON COM0.00%Reduce -9.9%39,325$2.76M$70.11No quote
110BMYBRISTOL-MYERS SQUIBB CO COM0.00%Reduce -4.6%80,121$2.61M$32.59No quote
111ABTABBOTT LABORATORIES COM0.00%Reduce -0.1%38,015$2.49M$65.50No quote
112GPCGENUINE PARTS CO COM0.00%Reduce -15.8%37,702$2.4M$63.58No quote
113DUKDUKE ENERGY CORP COM NEW0.00%Reduce -8.2%35,447$2.26MNo quoteNo quote
114DDDU PONT (E.I.) DE NEMOURS COM0.00%Reduce -0.7%46,223$2.08M$44.98No quote
115RIORIO TINTO PLC-SPON ADR SPONSORED ADR0.00%Reduce -3.4%34,212$1.99M$58.08No quote
116PMPHILIP MORRIS INTERNATIONAL COM0.00%Reduce -6.9%21,710$1.82M$83.65No quote
117LLYELI LILLY & CO COM0.00%Reduce -1.4%36,060$1.78M$49.31No quote
118PNCPNC FINANCIAL SERVICES GROUP COM0.00%Reduce -0.7%30,200$1.76M$58.31No quote
119ETNEATON CORP PLC SHS0.00%New32,350$1.75M$54.19No quote
120SIALSIGMA-ALDRICH COM0.00%-22,000$1.62MNo quoteNo quote
121BDXBECTON DICKINSON AND CO COM0.00%Reduce -9.2%20,680$1.62M$78.19No quote
122BRK/BBERKSHIRE HATHAWAY INC-CL B CL BCUSIP 0846707020.00%Reduce -1.1%17,550$1.57MNo quoteNo quote
123KOCOCA-COLA CO/THE COM0.00%Reduce -0.7%36,502$1.32M$36.24No quote
124PPGPPG INDUSTRIES INC COM0.00%-9,000$1.22M$135.33No quote
125CLCOLGATE-PALMOLIVE CO COM0.00%-11,000$1.15M$104.55No quote
126HONHONEYWELL INTERNATIONAL INC COM0.00%-17,448$1.11M$63.45No quote
127AAPLAPPLE INC COM0.00%Reduce -30.1%2,018$1.08M$533.20No quote
128NEENEXTERA ENERGY INC COM0.00%Reduce -11.9%14,799$1.02M$69.19No quote
129LLOEWS CORP COM0.00%Reduce -38.2%24,400$994K$40.74No quote
130APDAIR PRODUCTS & CHEMICALS INC COM0.00%Reduce -8.8%10,950$920K$84.02No quote
131APCANADARKO PETROLEUM CORP COM0.00%Reduce -5.5%11,964$889KNo quoteNo quote
132MOALTRIA GROUP INC COM0.00%-25,210$792K$31.42No quote
133MMACY'S INC COM0.00%Reduce -31.5%20,272$791K$39.02No quote
134CTXSCITRIX SYSTEMS INC COM0.00%Reduce -15.9%11,726$771KNo quoteNo quote
135TAT&T INC COM0.00%Reduce -2.4%20,320$685K$33.71No quote
136BRK/ABERKSHIRE HATHAWAY INC-CL A CL ACUSIP 0846701080.00%-5$670KNo quoteNo quote
137PEPPEPSICO INC COM0.00%Reduce -7.1%8,445$578K$68.44No quote
138STTSTATE STREET CORP COM0.00%Reduce -25.1%12,200$574K$47.05No quote
139FLRFLUOR CORP COM0.00%-9,005$529K$58.75No quote
140NSCNORFOLK SOUTHERN CORP COM0.00%-7,397$457K$61.78No quote
141GISGENERAL MILLS INC COM0.00%-11,200$453K$40.45No quote
142DNBDUN & BRADSTREET CORP COM0.00%-5,425$427KNo quoteNo quote
143PHPARKER HANNIFIN CORP COM0.00%-4,960$422K$85.08No quote
144NTRSNORTHERN TRUST CORP COM0.00%-8,000$401K$50.13No quote
145DDOMINION RESOURCES INC/VA COM0.00%Reduce -6.6%7,090$367K$51.76No quote
146HESHESS CORP COM0.00%-6,812$361KNo quoteNo quote
147KMBKIMBERLY-CLARK CORP COM0.00%-4,083$345K$84.50No quote
148VFCVF CORP COM0.00%Reduce -34.7%2,265$342K$150.99No quote
149HALHALLIBURTON CO COM0.00%-9,500$330K$34.74No quote
150AGNALLERGAN INC COM0.00%-3,564$327KNo quoteNo quote
151MDLZMONDELEZ INTERNATIONAL INC-A CL A0.00%New11,840$302K$25.51No quote
152VZVERIZON COMMUNICATIONS INC COM0.00%-6,500$281K$43.23No quote
153AETAETNA INC COM0.00%-6,000$278KNo quoteNo quote
154PSXPHILLIPS 66 COM0.00%Reduce -17.1%5,100$271K$53.14No quote
155AMPAMERIPRISE FINANCIAL INC COM0.00%-4,182$262K$62.65No quote
156PCGP G & E CORP COM0.00%-6,382$256K$40.11No quote
157WAGWALGREEN CO COM0.00%Reduce -50.5%6,869$254KNo quoteNo quote
158WLPWELLPOINT INC COM0.00%Reduce -20.0%4,000$244KNo quoteNo quote
159BAXBAXTER INTERNATIONAL INC COM0.00%Reduce -36.6%3,582$239K$66.72No quote
160WLYWILEY (JOHN) & SONS-CLASS A CL A0.00%-6,000$234KNo quoteNo quote
161AAGILENT TECHNOLOGIES INC COM0.00%-5,303$217K$40.92No quote
162MCOMOODY'S CORP COM0.00%New4,300$216K$50.23No quote
163ALLALLSTATE CORP COM0.00%Reduce -5.4%5,280$212K$40.15No quote
164IPGINTERPUBLIC GROUP OF COS INC COM0.00%Reduce -50.3%17,800$196KNo quoteNo quote
170UGPULTRAPAR PARTICPAC-SPON ADR SP ADR REP PFD-Sold0$0No quoteNo quote
169TDCTERADATA CORP COM-Sold0$0No quoteNo quote
168LOWLOWE'S COS INC COM-Sold0$0No quoteNo quote
167LVNTALIBERTY VENTURES - SER A LBT VENT COM A-Sold0$0No quoteNo quote
166KFTKRAFT CL A-Sold0$0No quoteNo quote
165ETNEATON CORP COM-Sold0$0No quoteNo quote