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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 137 of 190 rows. Rows without a quote are marked unavailable.

1HPQHewlett-Packard Co5.06%Add +13.6%196,556,357$5.03B$25.61No quote
2SLBSchlumberger Ltd4.31%Add +9.3%62,107,301$4.28B$68.97No quote
3NVSNovartis AG4.23%Reduce -4.7%45,723,035$4.2B$91.92No quote
4WFCWells Fargo & Co3.70%Add +0.9%71,544,477$3.67B$51.35No quote
5COFCapital One Financial Corp3.57%Add +5.4%48,917,988$3.55B$72.52No quote
6TWCTime Warner Cable Inc3.51%Add +0.4%19,444,541$3.49BNo quoteNo quote
7MSFTMicrosoft Corp3.33%Reduce -8.6%74,792,774$3.31B$44.26No quote
8BACBank of America Corp2.97%Add +7.4%189,615,263$2.95B$15.58No quote
9SCHWCharles Schwab Corp/The2.77%Add +1.4%96,419,718$2.75B$28.56No quote
10TWXTime Warner Inc2.61%Add +1.5%37,730,510$2.59BNo quoteNo quote
11CMCSAComcast Corp2.56%Reduce -1.0%44,700,285$2.54B$56.88No quote
12SNYSanofi2.38%Add +0.2%49,859,813$2.37B$47.47No quote
13ESRXExpress Scripts Holding Co2.31%Add +1.7%28,405,375$2.3BNo quoteNo quote
14BKBank of New York Mellon Corp/T2.26%Reduce -1.3%57,469,938$2.25B$39.15No quote
15TELTE Connectivity Ltd2.13%Add +0.2%35,309,351$2.11B$59.89No quote
16EMCEMC Corp/MA2.08%Add +19.1%85,474,449$2.07BNo quoteNo quote
17GOOGGoogle Inc2.02%Add +1.6%3,308,209$2.01B$608.42No quote
18WMTWal-Mart Stores Inc2.02%Add +0.7%30,896,914$2B$64.84No quote
19GSGoldman Sachs Group Inc/The1.89%Reduce -1.3%10,820,390$1.88B$173.76No quote
20FDXFedEx Corp1.79%Reduce -3.1%12,335,446$1.78B$143.98No quote
21CSCOCisco Systems Inc1.78%Add +52.6%67,295,678$1.77B$26.25No quote
22BHIBaker Hughes Inc1.77%Add +24.3%33,771,551$1.76BNo quoteNo quote
23CICigna Corp1.75%Add +25.7%12,879,034$1.74B$135.02No quote
24SYMCSymantec Corp1.71%Add +0.9%87,452,480$1.7BNo quoteNo quote
25JPMJPMorgan Chase & Co1.64%Add +1.9%26,679,607$1.63B$60.97No quote
26UNHUnitedHealth Group Inc1.49%Reduce -22.1%12,795,477$1.48B$116.01No quote
27TYCZZZZTyco International Plc1.44%Add +0.4%42,804,616$1.43BNo quoteNo quote
28PFEPfizer Inc1.43%Add +0.1%45,266,436$1.42B$31.41No quote
29METMetLife Inc1.33%Add +0.6%28,125,231$1.33B$47.15No quote
30FOXATwenty-First Century Fox Inc1.27%Add +1.9%46,664,136$1.26B$26.98No quote
31MRKMerck & Co Inc1.22%Reduce -0.4%24,585,258$1.21B$49.39No quote
32BIDUBaidu Inc1.13%Add +22.6%8,192,887$1.13B$137.41No quote
33NTAPNetApp Inc1.09%Add +4.3%36,761,933$1.09B$29.60No quote
34APAApache Corp1.02%Reduce -13.4%25,977,274$1.02B$39.16No quote
35TGTTarget Corp0.97%Reduce -27.5%12,306,404$968.02M$78.66No quote
36BBTBB&T Corp0.90%Reduce -1.6%25,144,982$895.16MNo quoteNo quote
37LBTYKLiberty Global PLC0.87%Add +8.3%21,143,247$867.3M$41.02No quote
38PCLNPriceline Group Inc/The0.84%Reduce -1.1%673,615$833.17MNo quoteNo quote
39CECelanese Corp0.84%Reduce -1.9%14,079,079$833.06M$59.17No quote
40GOOGLGoogle Inc0.82%Reduce -1.0%1,280,966$817.73M$638.37No quote
41GLWCorning Inc0.82%Add +2.8%47,702,466$816.67M$17.12No quote
42NOVNational Oilwell Varco Inc0.82%Add +13.1%21,682,683$816.35M$37.65No quote
43ADTADT Corp/The0.81%Add +0.3%27,004,565$807.44M$29.90No quote
44SNPSSynopsys Inc0.80%Reduce -12.7%17,258,273$796.99M$46.18No quote
45MXIMMaxim Integrated Products Inc0.80%Reduce -5.2%23,809,199$795.23MNo quoteNo quote
46DHRDanaher Corp0.80%Reduce -7.1%9,296,558$792.16M$85.21No quote
47GEGeneral Electric Co0.74%Reduce -12.8%29,042,595$732.45M$25.22No quote
48TVGrupo Televisa SAB0.72%Add +12.6%27,566,692$717.29MNo quoteNo quote
49SSprint Corp0.72%Add +7.4%185,675,129$712.99MNo quoteNo quote
50DISHDISH Network Corp0.68%Add +0.3%11,535,480$672.98MNo quoteNo quote
51PBR/APetroleo Brasileiro SACUSIP 71654V1010.67%Add +37.0%181,065,303$666.32MNo quoteNo quote
52WFTWeatherford International PLC0.64%Add +0.4%75,409,677$639.47MNo quoteNo quote
53AEGAegon NV0.62%Add +2.3%107,139,644$616.05M$5.75No quote
54QVCALiberty Interactive Corp QVC G0.58%Add +0.3%21,836,453$572.77MNo quoteNo quote
55UBSUBS Group AG0.57%New30,534,700$565.84M$18.53No quote
56EBAYeBay Inc0.54%Reduce -10.3%21,936,134$536.12M$24.44No quote
57JNPRJuniper Networks Inc0.54%Add +0.3%20,729,659$532.96MNo quoteNo quote
58COHCoach Inc0.51%Add +0.4%17,378,986$502.77MNo quoteNo quote
59LBTYALiberty Global PLC0.50%Reduce 0.0%11,631,305$499.45M$42.94No quote
60RDSARoyal Dutch Shell PLC0.47%Add +1.6%9,896,502$469MNo quoteNo quote
61MDTMedtronic PLC0.47%Reduce -13.0%6,971,380$466.66M$66.94No quote
62HOGHarley-Davidson Inc0.40%New7,221,700$396.47M$54.90No quote
63CXOConcho Resources Inc0.38%New3,878,800$381.29MNo quoteNo quote
64AXPAmerican Express Co0.36%Add +2368.7%4,802,206$355.99M$74.13No quote
65PYPLPayPal Holdings, Inc.0.36%New11,415,734$354.34M$31.04No quote
66CDNSCadence Design Systems Inc0.30%Reduce -0.2%14,492,750$299.71M$20.68No quote
67TECKTeck Resources Ltd0.26%Add +61.4%53,203,561$255.38M$4.80No quote
68EDUNew Oriental Education & Techn0.23%Add +9.5%11,388,129$230.15M$20.21No quote
69HMCHonda Motor Co Ltd0.20%Reduce -0.0%6,758,400$202.08MNo quoteNo quote
70STISunTrust Banks Inc0.11%Reduce -81.4%2,737,734$104.69MNo quoteNo quote
71AGUAgrium Inc0.10%New1,132,456$101.36MNo quoteNo quote
72NWSANews Corp0.10%Add +0.0%8,012,302$101.12M$12.62No quote
73CVXChevron Corp0.05%Reduce -94.3%654,224$51.61M$78.88No quote
74DNOWNOW Inc0.05%Add +0.4%3,149,097$46.61M$14.80No quote
75KMXCarMax Inc0.03%Reduce -0.2%578,788$34.33M$59.32No quote
76LILAKLiberty Global Plc LiLAC0.03%New975,767$33.41M$34.24No quote
77UNPUnion Pacific Corp0.03%Reduce -2.1%293,560$25.95M$88.41No quote
78ADBEAdobe Systems Inc0.02%Reduce -10.4%294,003$24.17M$82.22No quote
79ERICEricsson0.02%Add +1.5%2,185,978$21.38MNo quoteNo quote
80TRVTravelers Cos Inc/The0.02%Reduce -3.8%209,671$20.87M$99.53No quote
81DOWDow Chemical Co/The0.02%Reduce -11.6%486,952$20.65M$42.40No quote
82LILALiberty Global Plc LiLAC0.02%New581,585$19.59M$33.69No quote
83CSCredit Suisse Group AG0.02%Reduce -0.1%811,144$19.49MNo quoteNo quote
84IBMIBM0.02%Reduce -6.2%105,695$15.32M$144.97No quote
85CBChubb Corp/The0.01%Reduce -2.4%115,740$14.2M$122.65No quote
86OXYOccidental Petroleum Corp0.01%Reduce -0.1%199,881$13.22M$66.15No quote
87HDHome Depot Inc/The0.01%Reduce -2.2%100,582$11.62M$115.49No quote
88XOMExxon Mobil Corp0.01%Reduce -3.6%150,952$11.22M$74.35No quote
89PGProcter & Gamble Co/The0.01%Reduce -3.2%155,170$11.16M$71.94No quote
90VMCVulcan Materials Co0.01%Reduce -13.9%123,455$11.01M$89.20No quote
91TIMETime Inc0.01%Reduce -77.7%501,868$9.56MNo quoteNo quote
92DEODiageo PLC0.01%Reduce -5.6%87,474$9.43M$107.79No quote
93GSKGlaxoSmithKline PLC0.01%Reduce -98.4%202,915$7.8M$38.45No quote
94BSXBoston Scientific Corp0.01%Reduce -19.6%472,960$7.76M$16.41No quote
95USBUS Bancorp0.01%Reduce -3.0%175,234$7.19M$41.01No quote
96DISWalt Disney Co/The0.01%-66,457$6.79M$102.20No quote
97AMGNAmgen Inc0.01%Reduce -4.8%48,344$6.69M$138.32No quote
98TMOThermo Fisher Scientific Inc0.01%Reduce -1.7%52,902$6.47M$122.28No quote
99ULUnilever PLC0.01%Reduce -28.9%142,406$5.81M$40.78No quote
100BMYBristol-Myers Squibb Co0.00%Reduce -1.2%79,928$4.73M$59.20No quote
101MSIMotorola Solutions Inc0.00%Reduce -1.2%66,596$4.55M$68.38No quote
102PHGKoninklijke Philips NV0.00%Reduce -96.7%182,940$4.29M$23.46No quote
103CSCComputer Sciences Corp0.00%Reduce -19.4%63,750$3.91MNo quoteNo quote
104CATCaterpillar Inc0.00%Reduce -1.2%59,218$3.87M$65.35No quote
105JNJJohnson & Johnson0.00%Reduce -3.4%36,935$3.45M$93.35No quote
106MMM3M Co0.00%Reduce -8.8%23,906$3.39M$141.76No quote
107AAPLApple Inc0.00%Reduce -1.7%26,528$2.93M$110.30No quote
108MCDMcDonald's Corp0.00%Reduce -10.6%28,342$2.79M$98.55No quote
109NUENucor Corp0.00%-72,400$2.72M$37.56No quote
110UNUnilever NV0.00%Reduce -2.0%65,880$2.65MNo quoteNo quote
111LLYEli Lilly & Co0.00%Reduce -3.1%31,634$2.65M$83.68No quote
112SIALSigma-Aldrich Corp0.00%-19,000$2.64MNo quoteNo quote
113BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%-16,300$2.13MNo quoteNo quote
114PNCPNC Financial Services Group I0.00%-23,400$2.09M$89.19No quote
115GPCGenuine Parts Co0.00%Reduce -3.1%24,662$2.04M$82.88No quote
116DEDeere & Co0.00%Reduce -2.8%27,541$2.04M$74.00No quote
117BDXBecton Dickinson and Co0.00%Reduce -1.3%15,038$2M$132.66No quote
118ABBVAbbVie Inc0.00%Reduce -2.9%33,255$1.81M$54.40No quote
119DDEI du Pont de Nemours & Co0.00%Reduce -18.6%33,556$1.62M$48.19No quote
120PMPhilip Morris International In0.00%-19,900$1.58M$79.35No quote
121PPGPPG Industries Inc0.00%-18,000$1.58M$87.67No quote
122MHPMcGraw Hill Financial Inc0.00%Reduce -71.2%18,171$1.57MNo quoteNo quote
123COPConocoPhillips0.00%Reduce -2.3%29,488$1.41M$47.95No quote
124CMCSKComcast Corp0.00%Reduce -38.2%24,261$1.39MNo quoteNo quote
125KOCoca-Cola Co/The0.00%-34,242$1.37M$40.13No quote
126MOAltria Group Inc0.00%-23,800$1.3M$54.41No quote
127ABTAbbott Laboratories0.00%Reduce -3.2%30,268$1.22M$40.21No quote
128DUKDuke Energy Corp0.00%Reduce -3.2%14,945$1.08MNo quoteNo quote
129NEENextEra Energy Inc0.00%Reduce -5.2%11,000$1.07M$97.55No quote
130BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-5$976KNo quoteNo quote
131LVNTALiberty Ventures0.00%Reduce -55.2%23,798$960KNo quoteNo quote
132WBAWalgreens Boots Alliance Inc0.00%Reduce -2.7%10,879$904KNo quoteNo quote
133CLColgate-Palmolive Co0.00%-14,000$888K$63.43No quote
134APDAir Products & Chemicals Inc0.00%-6,100$778K$127.54No quote
135HSBCHSBC Holdings PLC0.00%Reduce -67.7%20,405$773K$37.88No quote
136PEPPepsiCo Inc0.00%-8,165$770K$94.31No quote
137HONHoneywell International Inc0.00%Reduce -9.1%7,531$713K$94.68No quote
138STTState Street Corp0.00%Reduce -14.8%9,800$659K$67.24No quote
139PSXPhillips 660.00%-8,529$655K$76.80No quote
140GISGeneral Mills Inc0.00%-11,200$629K$56.16No quote
141CTXSCitrix Systems Inc0.00%-9,026$625KNo quoteNo quote
142XRXXerox Corp0.00%Reduce -3.1%63,000$613K$9.73No quote
143APCAnadarko Petroleum Corp0.00%-9,884$597KNo quoteNo quote
144RIORio Tinto PLC0.00%Reduce -9.9%17,240$583K$33.82No quote
145DNBDun & Bradstreet Corp/The0.00%-5,425$570KNo quoteNo quote
146MMacy's Inc0.00%-10,800$554K$51.30No quote
147MMCMarsh & McLennan Cos Inc0.00%-10,360$541KNo quoteNo quote
148VVisa Inc0.00%-7,240$504K$69.61No quote
149MDLZMondelez International Inc0.00%-11,840$496K$41.89No quote
150FOXTwenty-First Century Fox Inc0.00%New17,900$485K$27.09No quote
151PHParker-Hannifin Corp0.00%-4,788$466K$97.33No quote
152KMBKimberly-Clark Corp0.00%-4,083$445K$108.99No quote
153QCOMQUALCOMM Inc0.00%-8,000$430K$53.75No quote
154MSMorgan Stanley0.00%-13,620$429K$31.50No quote
155NSCNorfolk Southern Corp0.00%Reduce -9.7%5,597$428K$76.47No quote
156GILDGilead Sciences Inc0.00%-4,250$417K$98.12No quote
157AMZNAmazon.com Inc0.00%-770$394K$511.69No quote
158CHLChina Mobile Ltd0.00%-6,470$385KNo quoteNo quote
159LVLTLevel 3 Communications Inc0.00%-8,778$384KNo quoteNo quote
160HIGHartford Financial Services Gr0.00%-8,050$369K$45.84No quote
161FLRFluor Corp0.00%-8,595$364K$42.35No quote
162DDominion Resources Inc/VA0.00%-5,112$360K$70.42No quote
163LMLegg Mason Inc0.00%-8,560$356KNo quoteNo quote
164CCitigroup Inc0.00%-7,075$351K$49.61No quote
165ELVAnthem Inc0.00%Reduce -16.7%2,500$350K$140.00No quote
166AMPAmeriprise Financial Inc0.00%Reduce -23.9%3,182$347K$109.05No quote
167EQIXEquinix Inc0.00%-1,258$344K$273.45No quote
168LOWLowe's Cos Inc0.00%-4,960$342K$68.95No quote
169HALHalliburton Co0.00%-9,200$325K$35.33No quote
170MCOMoody's Corp0.00%-3,300$324K$98.18No quote
171UAAUnder Armour Inc0.00%-3,300$319K$96.67No quote
172SYKStryker Corp0.00%-3,360$316K$94.05No quote
173AGNAllergan plc0.00%Reduce -31.3%1,100$299KNo quoteNo quote
174KHCThe Kraft Heinz Co.0.00%New3,946$279K$70.70No quote
175VFCVF Corp0.00%-4,046$276K$68.22No quote
176VZVerizon Communications Inc0.00%-5,500$239K$43.45No quote
177UFSDomtar Corp0.00%-6,612$236KNo quoteNo quote
178YHOOYahoo! Inc0.00%-8,000$231KNo quoteNo quote
179ALLAllstate Corp/The0.00%Reduce -1.8%3,896$227K$58.26No quote
180TMToyota Motor Corp0.00%-1,930$226KNo quoteNo quote
181HESHess Corp0.00%Reduce -12.0%4,406$221KNo quoteNo quote
182ADPAutomatic Data Processing Inc0.00%-2,620$211K$80.53No quote
184LLoews Corp0.00%Reduce -4.9%5,800$210K$36.21No quote
183CXCemex SAB de CV0.00%Reduce -28.9%30,000$210K$7.00No quote
185CRCCalifornia Resources Corp0.00%Reduce -4.5%64,030$166K$2.59No quote
190NVRNVR Inc-Sold0$0No quoteNo quote
189KRFTKraft Foods Group Inc-Sold0$0No quoteNo quote
188ENDPQEndo International PLC-Sold0$0No quoteNo quote
187CTRACabot Oil & Gas Corp-Sold0$0No quoteNo quote
186BAXBaxter International Inc-Sold0$0No quoteNo quote