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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 136 of 194 rows. Rows without a quote are marked unavailable.

1SLBSchlumberger Ltd4.34%Add +2.0%63,361,537$4.42B$69.75No quote
2NVSNovartis AG3.81%Reduce -1.4%45,107,085$3.88B$86.04No quote
3WFCWells Fargo & Co3.73%Reduce -2.3%69,913,390$3.8B$54.36No quote
4MSFTMicrosoft Corp3.62%Reduce -11.0%66,559,905$3.69B$55.48No quote
5TWCTime Warner Cable Inc3.54%Reduce -0.1%19,420,146$3.6BNo quoteNo quote
6COFCapital One Financial Corp3.46%Reduce -0.1%48,888,414$3.53B$72.18No quote
7SCHWCharles Schwab Corp/The3.32%Add +6.4%102,622,637$3.38B$32.93No quote
8HPEHewlett Packard Enterprise Co.3.24%New217,529,528$3.31B$15.20No quote
9BACBank of America Corp3.09%Reduce -1.3%187,074,863$3.15B$16.83No quote
10GOOGAlphabet Inc2.44%New3,278,856$2.49B$758.88No quote
11CMCSAComcast Corp2.43%Reduce -1.7%43,935,531$2.48B$56.43No quote
12TWXTime Warner Inc2.42%Add +1.0%38,101,959$2.46BNo quoteNo quote
13EMCEMC Corp/MA2.41%Add +12.1%95,808,352$2.46BNo quoteNo quote
14HPQHP Inc2.32%New199,736,878$2.36B$11.84No quote
15TELTE Connectivity Ltd2.24%Reduce -0.0%35,300,732$2.28B$64.61No quote
16BKBank of New York Mellon Corp/T2.20%Reduce -5.5%54,285,547$2.24B$41.22No quote
17ESRXExpress Scripts Holding Co2.19%Reduce -10.2%25,520,318$2.23BNo quoteNo quote
18SNYSanofi2.09%Add +0.1%49,915,073$2.13B$42.65No quote
19CICigna Corp1.94%Add +4.9%13,515,865$1.98B$146.33No quote
20GSGoldman Sachs Group Inc/The1.91%Reduce -0.2%10,798,990$1.95B$180.23No quote
21WMTWal-Mart Stores Inc1.86%Add +0.1%30,936,193$1.9B$61.30No quote
22CSCOCisco Systems Inc1.81%Add +0.7%67,753,678$1.84B$27.16No quote
23SYMCSymantec Corp1.80%Reduce -0.1%87,383,425$1.84BNo quoteNo quote
24FDXFedEx Corp1.80%Reduce -0.2%12,311,592$1.83B$148.99No quote
25JPMJPMorgan Chase & Co1.71%Reduce -1.3%26,338,039$1.74B$66.03No quote
26UNHUnitedHealth Group Inc1.60%Add +8.3%13,859,053$1.63B$117.64No quote
27BHIBaker Hughes Inc1.54%Add +0.6%33,970,635$1.57BNo quoteNo quote
28METMetLife Inc1.33%Reduce -0.1%28,086,251$1.35B$48.21No quote
29TYCZZZZTyco International Plc1.29%Reduce -3.4%41,368,444$1.32BNo quoteNo quote
30MRKMerck & Co Inc1.27%Reduce -0.1%24,563,150$1.3B$52.82No quote
31FOXATwenty-First Century Fox Inc1.25%Add +0.6%46,925,807$1.27B$27.16No quote
32AXPAmerican Express Co1.17%Add +256.9%17,137,288$1.19B$69.55No quote
33APAApache Corp1.14%Add +0.1%26,014,684$1.16B$44.47No quote
34GLWCorning Inc1.04%Add +21.2%57,804,025$1.06B$18.28No quote
35BIDUBaidu Inc1.03%Reduce -32.5%5,526,272$1.04B$189.04No quote
36NTAPNetApp Inc0.91%Reduce -5.2%34,850,491$924.58M$26.53No quote
37BBTBB&T Corp0.89%Reduce -4.5%24,022,327$908.28MNo quoteNo quote
38CECelanese Corp0.88%Reduce -5.6%13,291,279$894.9M$67.33No quote
39LBTYKLiberty Global PLC0.87%Add +3.2%21,822,547$889.71M$40.77No quote
40PCLNPriceline Group Inc/The0.85%Add +0.4%676,368$862.34MNo quoteNo quote
41GOOGLAlphabet Inc0.84%New1,099,716$855.59M$778.01No quote
42ADTADT Corp/The0.83%Reduce -4.6%25,761,553$849.62M$32.98No quote
43MXIMMaxim Integrated Products Inc0.82%Reduce -8.1%21,876,261$831.3MNo quoteNo quote
44TGTTarget Corp0.77%Reduce -12.0%10,833,926$786.65M$72.61No quote
45TVGrupo Televisa SAB0.74%Add +0.2%27,616,992$751.46MNo quoteNo quote
46NOVNational Oilwell Varco Inc0.70%Reduce -1.9%21,275,670$712.52M$33.49No quote
47DHRDanaher Corp0.68%Reduce -20.2%7,419,808$689.15M$92.88No quote
48SNPSSynopsys Inc0.67%Reduce -13.0%15,019,673$685.05M$45.61No quote
49SSprint Corp0.66%Add +0.0%185,713,517$672.28MNo quoteNo quote
50PBR/APetroleo Brasileiro SACUSIP 71654V1010.66%Add +9.1%197,592,403$671.81MNo quoteNo quote
51DISHDISH Network Corp0.64%Reduce -1.1%11,412,780$652.58MNo quoteNo quote
52WFTWeatherford International PLC0.61%Reduce -1.4%74,325,677$623.59MNo quoteNo quote
53AEGAegon NV0.60%Add +0.2%107,393,115$608.92M$5.67No quote
54-UBS Group AGCUSIP DC10067250.59%New31,315,800$602.64MNo quoteNo quote
55QVCALiberty Interactive Corp QVC G0.56%Reduce -3.8%21,000,273$573.73MNo quoteNo quote
56COHCoach Inc0.56%Reduce -0.0%17,371,561$568.57MNo quoteNo quote
57MDTMedtronic PLC0.52%Reduce -1.5%6,867,935$528.28M$76.92No quote
58LBTYALiberty Global PLC0.48%Add +0.0%11,634,405$492.83M$42.36No quote
59RDSARoyal Dutch Shell PLC0.47%Add +5.1%10,401,982$476.31MNo quoteNo quote
60CXOConcho Resources Inc0.45%Add +26.4%4,900,850$455.09MNo quoteNo quote
61ELVAnthem Inc0.41%Add +118838.0%2,973,449$414.62M$139.44No quote
62AZNAstraZeneca PLC0.39%New11,777,132$399.83M$33.95No quote
63FOXTwenty-First Century Fox Inc0.37%Add +78153.6%14,007,400$381.42M$27.23No quote
64HOGHarley-Davidson Inc0.34%Add +6.8%7,713,020$350.09M$45.39No quote
65CDNSCadence Design Systems Inc0.29%Reduce -0.7%14,386,400$299.38M$20.81No quote
66CXCemex SAB de CV0.24%Add +143790.5%43,167,135$240.44M$5.57No quote
67JDJD.com Inc0.23%New7,355,736$237.33M$32.27No quote
68EDUNew Oriental Education & Techn0.23%Reduce -34.0%7,520,300$235.91M$31.37No quote
69TECKTeck Resources Ltd0.22%Add +8.2%57,584,261$222.28M$3.86No quote
70AGUAgrium Inc0.18%Add +83.9%2,082,383$186.04MNo quoteNo quote
71HMCHonda Motor Co Ltd0.18%Reduce -14.9%5,749,300$183.58MNo quoteNo quote
72VMWVMware Inc0.16%New2,800,935$158.45MNo quoteNo quote
73JNPRJuniper Networks Inc0.15%Reduce -73.9%5,409,336$149.3MNo quoteNo quote
74EBAYeBay Inc0.12%Reduce -80.2%4,348,406$119.49M$27.48No quote
75NWSANews Corp0.10%Reduce -0.5%7,970,777$106.49M$13.36No quote
76TMOThermo Fisher Scientific Inc0.08%Add +981.0%571,892$81.12M$141.85No quote
77PFEPfizer Inc0.07%Reduce -95.0%2,243,178$72.41M$32.28No quote
78GEGeneral Electric Co0.06%Reduce -92.9%2,074,147$64.61M$31.15No quote
79CVXChevron Corp0.05%Reduce -10.3%587,137$52.82M$89.96No quote
80LILAKLiberty Global Plc LiLAC0.04%Reduce -1.6%959,667$41.27M$43.00No quote
81DNOWNOW Inc0.04%Reduce -21.1%2,485,246$39.32M$15.82No quote
82PYPLPayPal Holdings Inc0.03%Reduce -92.9%813,612$29.45M$36.20No quote
83STISunTrust Banks Inc0.03%Reduce -75.5%670,159$28.71MNo quoteNo quote
84ADBEAdobe Systems Inc0.03%Reduce -6.9%273,828$25.72M$93.94No quote
85DOWDow Chemical Co/The0.02%Reduce -2.9%472,782$24.34M$51.48No quote
86LILALiberty Global Plc LiLAC0.02%-581,585$24.06M$41.37No quote
87TRVTravelers Cos Inc/The0.02%Reduce -3.1%203,145$22.93M$112.86No quote
88UNPUnion Pacific Corp0.02%Reduce -2.0%287,599$22.49M$78.20No quote
89ERICEricsson0.02%Reduce -0.9%2,165,946$20.82MNo quoteNo quote
90CSCredit Suisse Group AG0.02%Reduce -2.7%789,194$17.12MNo quoteNo quote
91IBMIBM0.01%Reduce -1.7%103,912$14.3M$137.62No quote
92OXYOccidental Petroleum Corp0.01%Reduce -0.8%198,234$13.4M$67.61No quote
93HDHome Depot Inc/The0.01%Reduce -1.8%98,804$13.07M$132.25No quote
94CBChubb Corp/The0.01%Reduce -18.7%94,048$12.48M$132.65No quote
95PGProcter & Gamble Co/The0.01%Reduce -0.9%153,720$12.21M$79.41No quote
96XOMExxon Mobil Corp0.01%Reduce -3.5%145,720$11.36M$77.95No quote
97VMCVulcan Materials Co0.01%Reduce -3.5%119,155$11.32M$94.97No quote
98DEODiageo PLC0.01%Reduce -1.9%85,774$9.36M$109.07No quote
99BSXBoston Scientific Corp0.01%Reduce -4.7%450,830$8.31M$18.44No quote
100AMGNAmgen Inc0.01%Reduce -3.5%46,644$7.57M$162.34No quote
101USBUS Bancorp0.01%Reduce -4.6%167,134$7.13M$42.67No quote
102DISWalt Disney Co/The0.01%Reduce -0.5%66,121$6.95M$105.08No quote
103ULUnilever PLC0.01%Reduce -9.6%128,806$5.55M$43.12No quote
104BMYBristol-Myers Squibb Co0.01%Reduce -3.1%77,458$5.33M$68.79No quote
105MSIMotorola Solutions Inc0.00%-66,596$4.56M$68.44No quote
106GSKGlaxoSmithKline PLC0.00%Reduce -44.4%112,782$4.55M$40.35No quote
107KMXCarMax Inc0.00%Reduce -86.8%76,505$4.13M$53.97No quote
108CATCaterpillar Inc0.00%Reduce -1.8%58,148$3.95M$67.96No quote
109JNJJohnson & Johnson0.00%Reduce -4.1%35,435$3.64M$102.72No quote
110MMM3M Co0.00%Reduce -4.5%22,841$3.44M$150.65No quote
111MCDMcDonald's Corp0.00%Reduce -3.4%27,392$3.24M$118.14No quote
112NUENucor Corp0.00%-72,400$2.92M$40.30No quote
113UNUnilever NV0.00%Reduce -3.4%63,647$2.76MNo quoteNo quote
114LLYEli Lilly & Co0.00%Reduce -0.1%31,592$2.66M$84.26No quote
115PHGKoninklijke Philips NV0.00%Reduce -44.2%102,000$2.6M$25.45No quote
116AAPLApple Inc0.00%Reduce -10.7%23,701$2.5M$105.27No quote
117BDXBecton Dickinson and Co0.00%Reduce -1.7%14,780$2.28M$154.06No quote
118DDEI du Pont de Nemours & Co0.00%Reduce -3.0%32,556$2.17M$66.59No quote
119BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Reduce -0.6%16,200$2.14MNo quoteNo quote
120DEDeere & Co0.00%Reduce -0.7%27,341$2.09M$76.26No quote
121GPCGenuine Parts Co0.00%Reduce -4.0%23,662$2.03M$85.88No quote
122PNCPNC Financial Services Group I0.00%Reduce -10.7%20,900$1.99M$95.31No quote
123CSCComputer Sciences Corp0.00%Reduce -5.3%60,350$1.97MNo quoteNo quote
124ABBVAbbVie Inc0.00%-33,255$1.97M$59.24No quote
125CSRACSRA, Inc.0.00%New62,350$1.87MNo quoteNo quote
126MHPMcGraw Hill Financial Inc0.00%-18,171$1.79MNo quoteNo quote
127PPGPPG Industries Inc0.00%-18,000$1.78M$98.83No quote
128PMPhilip Morris International In0.00%-19,900$1.75M$87.89No quote
129KOCoca-Cola Co/The0.00%-34,242$1.47M$42.96No quote
130MOAltria Group Inc0.00%-23,800$1.39M$58.19No quote
131COPConocoPhillips0.00%Reduce -0.3%29,388$1.37M$46.69No quote
132ABTAbbott Laboratories0.00%-30,268$1.36M$44.90No quote
133NEENextEra Energy Inc0.00%-11,000$1.14M$103.91No quote
134DUKDuke Energy Corp0.00%Reduce -3.4%14,445$1.03MNo quoteNo quote
135LVNTALiberty Ventures0.00%Reduce -7.6%21,995$992KNo quoteNo quote
136BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-5$989KNo quoteNo quote
137CLColgate-Palmolive Co0.00%-14,000$933K$66.64No quote
138APDAir Products & Chemicals Inc0.00%-6,100$794K$130.16No quote
139HONHoneywell International Inc0.00%-7,531$780K$103.57No quote
140WBAWalgreens Boots Alliance Inc0.00%Reduce -16.6%9,079$773KNo quoteNo quote
141PEPPepsiCo Inc0.00%Reduce -11.0%7,265$726K$99.93No quote
142CTXSCitrix Systems Inc0.00%-9,026$683KNo quoteNo quote
143XRXXerox Corp0.00%Reduce -3.2%61,000$648K$10.62No quote
144PSXPhillips 660.00%Reduce -7.3%7,905$647K$81.85No quote
145GISGeneral Mills Inc0.00%-11,200$646K$57.68No quote
146DNBDun & Bradstreet Corp/The0.00%-5,425$564KNo quoteNo quote
147HSBCHSBC Holdings PLC0.00%Reduce -31.4%14,005$553K$39.49No quote
149STTState Street Corp0.00%Reduce -18.4%8,000$531K$66.38No quote
148MDLZMondelez International Inc0.00%-11,840$531K$44.85No quote
150KMBKimberly-Clark Corp0.00%Reduce -1.5%4,023$512K$127.27No quote
151VVisa Inc0.00%Reduce -9.1%6,580$510K$77.51No quote
152RIORio Tinto PLC0.00%Reduce -3.5%16,640$485K$29.15No quote
153TIMETime Inc0.00%Reduce -94.1%29,679$465KNo quoteNo quote
154PHParker-Hannifin Corp0.00%Reduce -2.5%4,668$453K$97.04No quote
155MMCMarsh & McLennan Cos Inc0.00%Reduce -24.1%7,860$436KNo quoteNo quote
156MSMorgan Stanley0.00%-13,620$433K$31.79No quote
157APCAnadarko Petroleum Corp0.00%Reduce -10.1%8,884$432KNo quoteNo quote
158LVLTLevel 3 Communications Inc0.00%Reduce -11.4%7,778$423KNo quoteNo quote
159AMZNAmazon.com Inc0.00%Reduce -21.4%605$409K$676.03No quote
160QCOMQUALCOMM Inc0.00%-8,000$400K$50.00No quote
161FLRFluor Corp0.00%Reduce -2.3%8,395$396K$47.17No quote
162EQIXEquinix Inc0.00%Add +2.6%1,291$390K$302.09No quote
163NSCNorfolk Southern Corp0.00%Reduce -19.6%4,497$380K$84.50No quote
164GILDGilead Sciences Inc0.00%Reduce -11.8%3,750$379K$101.07No quote
165CCitigroup Inc0.00%-7,075$366K$51.73No quote
166MMacy's Inc0.00%Reduce -7.4%10,000$350K$35.00No quote
167DDominion Resources Inc/VA0.00%-5,112$346K$67.68No quote
169LOWLowe's Cos Inc0.00%Reduce -10.1%4,460$339K$76.01No quote
168AMPAmeriprise Financial Inc0.00%-3,182$339K$106.54No quote
170MCOMoody's Corp0.00%-3,300$331K$100.30No quote
171HALHalliburton Co0.00%-9,200$313K$34.02No quote
172HIGHartford Financial Services Gr0.00%Reduce -12.4%7,050$306K$43.40No quote
173KHCKraft Heinz Co/The0.00%-3,946$287K$72.73No quote
174LMLegg Mason Inc0.00%Reduce -14.7%7,300$286KNo quoteNo quote
176YHOOYahoo! Inc0.00%-8,000$266KNo quoteNo quote
175UAAUnder Armour Inc0.00%-3,300$266K$80.61No quote
177VZVerizon Communications Inc0.00%-5,500$254K$46.18No quote
178ALLAllstate Corp/The0.00%Reduce -2.6%3,796$236K$62.17No quote
179UFSDomtar Corp0.00%Reduce -6.2%6,200$229KNo quoteNo quote
180CHLChina Mobile Ltd0.00%Reduce -40.2%3,870$218KNo quoteNo quote
182VFCVF Corp0.00%Reduce -14.9%3,441$214K$62.19No quote
181HESHess Corp0.00%-4,406$214KNo quoteNo quote
183CRCCalifornia Resources Corp0.00%Reduce -18.4%52,250$122K$2.33No quote
194UBSUBS Group AG-Sold0$0No quoteNo quote
193TMToyota Motor Corp-Sold0$0No quoteNo quote
192SYKStryker Corp-Sold0$0No quoteNo quote
191SIALSigma-Aldrich Corp-Sold0$0No quoteNo quote
190LLoews Corp-Sold0$0No quoteNo quote
189HPQHewlett-Packard Co-Sold0$0No quoteNo quote
188GOOGGoogle Inc-Sold0$0No quoteNo quote
187GOOGLGoogle Inc-Sold0$0No quoteNo quote
186CMCSKComcast Corp-Sold0$0No quoteNo quote
185ADPAutomatic Data Processing Inc-Sold0$0No quoteNo quote
184AGNAllergan plc-Sold0$0No quoteNo quote