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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 134 of 184 rows. Rows without a quote are marked unavailable.

1NVSNovartis AG3.53%Reduce -0.9%50,143,509$4.19B$83.47No quote
2BACBank of America Corp3.49%Reduce -8.0%170,593,039$4.14B$24.26No quote
3SCHWCharles Schwab Corp/The3.43%Reduce -0.8%94,777,563$4.07B$42.96No quote
4HPEHewlett Packard Enterprise Co3.34%Add +12.2%238,615,401$3.96B$16.59No quote
5WFCWells Fargo & Co3.31%Reduce -0.5%70,845,441$3.93B$55.41No quote
6COFCapital One Financial Corp3.09%Reduce -0.5%44,371,017$3.67B$82.62No quote
7CHTRCharter Communications Inc2.80%Reduce -3.7%9,848,231$3.32B$336.85No quote
8SLBSchlumberger Ltd2.68%Add +12.8%48,271,463$3.18B$65.84No quote
9GSGoldman Sachs Group Inc/The2.60%Reduce -0.7%13,908,167$3.09B$221.90No quote
10TWXTime Warner Inc2.56%Reduce -4.7%30,237,925$3.04BNo quoteNo quote
11SNYSanofi2.53%Reduce -7.8%62,683,955$3B$47.91No quote
12GOOGAlphabet Inc2.50%Add +0.7%3,259,488$2.96B$908.73No quote
13CMCSAComcast Corp2.45%Reduce -1.2%74,508,135$2.9B$38.92No quote
14MSFTMicrosoft Corp2.38%Reduce -3.0%40,957,925$2.82B$68.93No quote
15JCIJohnson Controls International2.12%Add +83.5%57,851,274$2.51B$43.36No quote
16FDXFedEx Corp2.09%Reduce -1.0%11,377,092$2.47B$217.33No quote
17JPMJPMorgan Chase & Co2.01%Reduce -1.0%26,105,040$2.39B$91.40No quote
18AXPAmerican Express Co1.97%Reduce -1.2%27,714,370$2.33B$84.24No quote
19CICigna Corp1.96%Reduce -3.4%13,909,629$2.33B$167.39No quote
20ESRXExpress Scripts Holding Co1.95%Add +25.6%36,188,517$2.31BNo quoteNo quote
21BKBank of New York Mellon Corp/T1.91%Reduce -1.4%44,390,531$2.26B$51.02No quote
22METMetLife Inc1.88%Reduce -0.4%40,636,461$2.23B$54.94No quote
23TELTE Connectivity Ltd1.80%Reduce -0.6%27,179,182$2.14B$78.68No quote
24HPQHP Inc1.72%Reduce -1.1%116,747,562$2.04B$17.48No quote
25CSCOCisco Systems Inc1.69%Reduce -0.7%64,126,413$2.01B$31.30No quote
26AZNAstraZeneca PLC1.63%Reduce -0.4%56,669,449$1.93B$34.09No quote
27FOXATwenty-First Century Fox Inc1.63%Reduce -0.4%68,166,289$1.93B$28.34No quote
28UNHUnitedHealth Group Inc1.57%Reduce -0.7%10,070,308$1.87B$185.42No quote
29BMYBristol-Myers Squibb Co1.39%Add +1.6%29,579,461$1.65B$55.72No quote
30WMTWal-Mart Stores Inc1.36%Reduce -0.6%21,249,526$1.61B$75.68No quote
31APCAnadarko Petroleum Corp1.25%Add +43.6%32,794,208$1.49BNo quoteNo quote
32UNPUnion Pacific Corp1.24%Reduce -1.2%13,482,029$1.47B$108.91No quote
33PCLNPriceline Group Inc/The1.23%Reduce -5.1%776,833$1.45BNo quoteNo quote
34APAApache Corp1.21%Add +4.0%29,922,731$1.43B$47.93No quote
35SSprint Corp1.19%Reduce -2.3%171,472,536$1.41BNo quoteNo quote
36BHIBaker Hughes Inc1.09%Reduce -1.7%23,820,739$1.3BNo quoteNo quote
37JDJD.com Inc1.08%Reduce -19.8%32,714,191$1.28B$39.22No quote
38-UBS Group AGCUSIP DC10067250.99%Add +11.1%69,617,427$1.18BNo quoteNo quote
39CECelanese Corp0.94%Reduce -8.8%11,757,179$1.12B$94.94No quote
40SUSuncor Energy Inc0.91%Add +7.6%36,821,800$1.08B$29.20No quote
41TGTTarget Corp0.88%Add +83.3%20,025,223$1.05B$52.29No quote
42DXCDXC Technology Co0.87%New13,459,431$1.03BNo quoteNo quote
43NOVNational Oilwell Varco Inc0.87%Reduce -0.0%31,339,689$1.03B$32.94No quote
44MDTMedtronic PLC0.87%Reduce -5.2%11,583,871$1.03B$88.75No quote
45BIDUBaidu Inc0.86%Add +0.3%5,679,287$1.02B$178.86No quote
46DISHDISH Network Corp0.86%Reduce -0.2%16,181,380$1.02BNo quoteNo quote
47LBTYKLiberty Global PLC0.85%Add +12.4%32,306,221$1.01B$31.18No quote
48TVGrupo Televisa SAB0.83%Add +6.0%40,308,617$982.32MNo quoteNo quote
49BBTBB&T Corp0.79%Reduce -1.4%20,714,919$940.66MNo quoteNo quote
50MRKMerck & Co Inc0.73%Reduce -1.0%13,557,699$868.91M$64.09No quote
51MXIMMaxim Integrated Products Inc0.70%Reduce -1.6%18,519,734$831.54MNo quoteNo quote
52VMWVMware Inc0.66%Reduce -2.5%9,009,171$787.67MNo quoteNo quote
53ALNYAlnylam Pharmaceuticals Inc0.62%Reduce -2.3%9,185,820$732.66M$79.76No quote
54COHCoach Inc0.60%Reduce -0.6%15,021,982$711.14MNo quoteNo quote
55QVCALiberty Interactive Corp QVC G0.59%Add +19.0%28,349,750$695.7MNo quoteNo quote
56CXCemex SAB de CV0.57%Add +13.9%71,865,916$676.98M$9.42No quote
57CXOConcho Resources Inc0.57%Reduce -0.1%5,535,730$672.76MNo quoteNo quote
58LBTYALiberty Global PLC0.51%Add +17.5%18,980,203$609.64M$32.12No quote
59AEGAegon NV0.47%Reduce -0.4%107,897,358$551.36M$5.11No quote
60ZAYOZayo Group Holdings Inc0.43%Add +0.6%16,565,828$511.88MNo quoteNo quote
61AGUAgrium Inc0.43%Add +33.2%5,644,826$510.8MNo quoteNo quote
62DVMTDell Technologies Inc Class V0.43%Reduce -20.8%8,321,572$508.53MNo quoteNo quote
63NTAPNetApp Inc0.42%Reduce -16.1%12,319,220$493.39M$40.05No quote
64JNPRJuniper Networks Inc0.42%Add +0.4%17,690,957$493.22MNo quoteNo quote
65LLYEli Lilly & Co0.42%Add +22094.9%5,991,952$493.14M$82.30No quote
66GLWCorning Inc0.41%Reduce -43.5%16,166,252$485.8M$30.05No quote
67HOGHarley-Davidson Inc0.40%Reduce -0.3%8,746,112$472.47M$54.02No quote
68SNPSSynopsys Inc0.38%Reduce -44.5%6,217,525$453.44M$72.93No quote
69DHRDanaher Corp0.37%Add +3.0%5,250,773$443.11M$84.39No quote
70FOXTwenty-First Century Fox Inc0.33%Reduce -0.5%14,018,960$390.71M$27.87No quote
71WFTWeatherford International PLC0.27%Reduce -0.1%83,358,621$322.6MNo quoteNo quote
72GOOGLAlphabet Inc0.20%Reduce -21.0%252,123$234.39M$929.68No quote
73NWSANews Corp0.13%Add +10.6%10,882,034$149.08M$13.70No quote
74LILAKLiberty Global Plc LiLAC0.12%Add +0.1%6,669,509$142.79M$21.41No quote
75LILALiberty Global Plc LiLAC0.09%Add +0.1%5,018,489$109.25M$21.77No quote
76ITUBItau Unibanco Holding SA0.06%Add +4.9%6,154,116$68M$11.05No quote
77WUBA58.com Inc0.06%New1,479,566$65.26MNo quoteNo quote
78CVXChevron Corp0.04%Reduce -8.0%414,839$43.28M$104.33No quote
79PBR/APetroleo Brasileiro SACUSIP 71654V1010.03%Reduce -96.8%4,025,100$30.03MNo quoteNo quote
80CDNSCadence Design Systems Inc0.03%Reduce -10.8%892,269$29.88M$33.49No quote
81GEGeneral Electric Co0.02%Reduce -14.6%1,078,169$29.12M$27.01No quote
82TRVTravelers Cos Inc/The0.02%Reduce -1.1%181,583$22.98M$126.53No quote
83STISunTrust Banks Inc0.02%Reduce -9.1%382,553$21.7MNo quoteNo quote
84DOWDow Chemical Co/The0.02%Reduce -4.5%343,588$21.67M$63.07No quote
85PFEPfizer Inc0.02%Reduce -15.2%575,228$19.32M$33.59No quote
86IBNICICI Bank Ltd0.02%Add +5.8%2,036,330$18.27M$8.97No quote
87ADBEAdobe Systems Inc0.01%Reduce -19.1%124,667$17.63M$141.44No quote
88IBMIBM0.01%Reduce -2.1%93,937$14.45M$153.83No quote
89CSCredit Suisse Group AG0.01%Reduce -0.2%927,460$13.54MNo quoteNo quote
90ERICEricsson0.01%Reduce -2.6%1,870,113$13.41MNo quoteNo quote
91PGProcter & Gamble Co/The0.01%Reduce -1.0%143,916$12.54M$87.15No quote
92ELVAnthem Inc0.01%Reduce -97.7%66,350$12.48M$188.12No quote
93HDHome Depot Inc/The0.01%Reduce -0.5%74,055$11.36M$153.40No quote
94XOMExxon Mobil Corp0.01%Reduce -0.5%134,680$10.87M$80.73No quote
95RDSARoyal Dutch Shell PLC0.01%Reduce -21.3%192,132$10.22MNo quoteNo quote
96BSXBoston Scientific Corp0.01%Reduce -1.3%324,255$8.99M$27.72No quote
97VMCVulcan Materials Co0.01%Reduce -4.0%70,280$8.9M$126.68No quote
98OXYOccidental Petroleum Corp0.01%Reduce -12.5%144,422$8.65M$59.87No quote
99TMOThermo Fisher Scientific Inc0.01%Reduce -1.2%47,687$8.32M$174.47No quote
100EBAYeBay Inc0.01%Reduce -27.3%201,696$7.04M$34.92No quote
101USBUS Bancorp0.01%Reduce -6.7%119,134$6.19M$51.92No quote
102PYPLPayPal Holdings Inc0.01%Reduce -18.4%112,920$6.06M$53.67No quote
103DISWalt Disney Co/The0.01%-56,156$5.97M$106.26No quote
104CATCaterpillar Inc0.00%Reduce -1.0%54,276$5.83M$107.45No quote
105MSIMotorola Solutions Inc0.00%Reduce -3.6%64,196$5.57M$86.73No quote
106DEODiageo PLC0.00%Reduce -18.1%46,256$5.54M$119.83No quote
107AMXAmerica Movil SAB de CV0.00%-347,000$5.52MNo quoteNo quote
108AMGNAmgen Inc0.00%Reduce -3.1%31,137$5.36M$172.24No quote
109ADNTAdient PLC0.00%Reduce -16.6%80,945$5.29M$65.38No quote
110SYMCSymantec Corp0.00%Reduce -69.1%173,350$4.9MNo quoteNo quote
111JNJJohnson & Johnson0.00%Reduce -0.6%33,174$4.39M$132.30No quote
112NUENucor Corp0.00%-72,400$4.19M$57.87No quote
113MMM3M Co0.00%Reduce -4.0%19,865$4.14M$208.21No quote
114MCDMcDonald's Corp0.00%Reduce -5.5%21,656$3.32M$153.17No quote
115UNUnilever NV0.00%-55,576$3.07MNo quoteNo quote
116DEDeere & Co0.00%Reduce -0.8%24,687$3.05M$123.59No quote
117BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%-17,400$2.95MNo quoteNo quote
118PNCPNC Financial Services Group I0.00%-20,600$2.57M$124.85No quote
119KMXCarMax Inc0.00%Reduce -8.1%38,440$2.42M$63.06No quote
120ABBVAbbVie Inc0.00%-33,232$2.41M$72.52No quote
121DDEI du Pont de Nemours & Co0.00%Reduce -1.0%29,416$2.37M$80.70No quote
122SPGIS&P Global Inc0.00%Reduce -6.5%15,962$2.33M$145.97No quote
123PMPhilip Morris International In0.00%Reduce -1.4%19,133$2.25M$117.44No quote
124PPGPPG Industries Inc0.00%Reduce -1.7%17,700$1.95M$109.94No quote
125GPCGenuine Parts Co0.00%Reduce -3.4%19,862$1.84M$92.74No quote
126AAPLApple Inc0.00%Reduce -3.8%12,700$1.83M$144.02No quote
127MOAltria Group Inc0.00%-23,800$1.77M$74.45No quote
128KOCoca-Cola Co/The0.00%-34,242$1.54M$44.86No quote
129BDXBecton Dickinson and Co0.00%Reduce -11.9%7,780$1.52M$195.12No quote
130ABTAbbott Laboratories0.00%-29,268$1.42M$48.62No quote
131GSKGlaxoSmithKline PLC0.00%Reduce -7.8%29,687$1.28M$43.12No quote
132NEENextEra Energy Inc0.00%Reduce -5.8%8,992$1.26M$140.12No quote
133CBChubb Ltd0.00%Reduce -22.2%8,562$1.25M$145.41No quote
134COPConocoPhillips0.00%-25,288$1.11M$43.97No quote
135CLColgate-Palmolive Co0.00%-14,000$1.04M$74.14No quote
136HONHoneywell International Inc0.00%-7,531$1M$133.32No quote
137DUKDuke Energy Corp0.00%Reduce -5.4%11,601$970KNo quoteNo quote
138APDAir Products & Chemicals Inc0.00%Reduce -1.6%6,050$866K$143.14No quote
139AMZNAmazon.com Inc0.00%Reduce -7.8%880$852K$968.18No quote
140PHGKoninklijke Philips NV0.00%Reduce -5.0%22,650$811K$35.81No quote
141ULUnilever PLC0.00%Reduce -37.5%14,700$796K$54.15No quote
142BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-3$764KNo quoteNo quote
143PHParker-Hannifin Corp0.00%-4,381$700K$159.78No quote
144CSRACSRA Inc0.00%Reduce -9.9%20,850$662KNo quoteNo quote
145VVisa Inc0.00%Reduce -5.5%6,880$645K$93.75No quote
146GISGeneral Mills Inc0.00%-11,200$620K$55.36No quote
147WBAWalgreens Boots Alliance Inc0.00%-7,569$593KNo quoteNo quote
148DNBDun & Bradstreet Corp/The0.00%-5,425$587KNo quoteNo quote
149CTXSCitrix Systems Inc0.00%Reduce -4.0%7,226$575KNo quoteNo quote
150PSXPhillips 660.00%-6,877$569K$82.74No quote
151RIORio Tinto PLC0.00%-12,400$525K$42.34No quote
152MDLZMondelez International Inc0.00%-11,840$511K$43.16No quote
153KMBKimberly-Clark Corp0.00%-3,943$509K$129.09No quote
154LVNTALiberty Ventures0.00%Reduce -15.9%9,570$500KNo quoteNo quote
155NSCNorfolk Southern Corp0.00%Reduce -14.6%4,097$499K$121.80No quote
156PEPPepsiCo Inc0.00%Reduce -6.6%4,245$490K$115.43No quote
157STTState Street Corp0.00%-4,600$413K$89.78No quote
158HALHalliburton Co0.00%-9,200$393K$42.72No quote
159AMPAmeriprise Financial Inc0.00%-2,942$374K$127.12No quote
160DDominion Energy Inc0.00%-4,712$361K$76.61No quote
161LEXEALiberty Expedia Holdings Inc0.00%Reduce -15.9%6,381$345KNo quoteNo quote
162MCOMoody's Corp0.00%Reduce -15.2%2,800$341K$121.79No quote
163KHCKraft Heinz Co/The0.00%-3,946$338K$85.66No quote
164ALLAllstate Corp/The0.00%-3,796$336K$88.51No quote
166QCOMQUALCOMM Inc0.00%-5,430$300K$55.25No quote
165AABAAltaba Inc0.00%New5,500$300KNo quoteNo quote
167MMCMarsh & McLennan Cos Inc0.00%Reduce -5.2%3,660$285KNo quoteNo quote
168FLRFluor Corp0.00%-6,205$284K$45.77No quote
169EQIXEquinix Inc0.00%Reduce -7.7%604$259K$428.81No quote
170LVLTLevel 3 Communications Inc0.00%Reduce -10.5%4,278$254KNo quoteNo quote
171VZVerizon Communications Inc0.00%-5,500$246K$44.73No quote
172MMacy's Inc0.00%-10,000$232K$23.20No quote
173GILDGilead Sciences Inc0.00%-3,250$230K$70.77No quote
174UTXUnited Technologies Corp0.00%Reduce -20.3%1,850$226KNo quoteNo quote
175UFSDomtar Corp0.00%Reduce -8.1%5,700$219KNo quoteNo quote
176AETAetna Inc0.00%New1,400$213KNo quoteNo quote
177ADPAutomatic Data Processing Inc0.00%-2,050$210K$102.44No quote
178BAXBaxter International Inc0.00%New3,382$205K$60.62No quote
179MSMorgan Stanley0.00%New4,500$201K$44.67No quote
184YHOOYahoo! Inc-Sold0$0No quoteNo quote
183XRXXerox Corp-Sold0$0No quoteNo quote
182HMCHonda Motor Co Ltd-Sold0$0No quoteNo quote
181CSCComputer Sciences Corp-Sold0$0No quoteNo quote
180CCitigroup Inc-Sold0$0No quoteNo quote