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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.

1BACBank of America Corp3.46%Reduce -0.6%169,614,131$4.3B$25.34No quote
2SCHWCharles Schwab Corp/The3.11%Reduce -6.9%88,251,967$3.86B$43.74No quote
3WFCWells Fargo & Co3.09%Reduce -1.6%69,694,805$3.84B$55.15No quote
4NVSNovartis AG3.08%Reduce -11.0%44,643,925$3.83B$85.85No quote
5COFCapital One Financial Corp2.99%Reduce -1.0%43,927,401$3.72B$84.66No quote
6HPEHewlett Packard Enterprise Co2.81%Reduce -0.4%237,757,379$3.5B$14.71No quote
7CHTRCharter Communications Inc2.76%Reduce -4.1%9,440,412$3.43B$363.42No quote
8SLBSchlumberger Ltd2.73%Add +0.7%48,621,287$3.39B$69.76No quote
9GSGoldman Sachs Group Inc/The2.64%Reduce -0.7%13,817,680$3.28B$237.19No quote
10GOOGAlphabet Inc2.50%Reduce -0.6%3,239,665$3.11B$959.11No quote
11SNYSanofi2.49%Reduce -0.8%62,183,081$3.1B$49.79No quote
12MSFTMicrosoft Corp2.41%Reduce -1.8%40,230,755$3B$74.49No quote
13CMCSAComcast Corp2.35%Add +2.0%75,986,369$2.92B$38.48No quote
14JCIJohnson Controls International2.11%Add +12.4%65,053,287$2.62B$40.29No quote
15FDXFedEx Corp2.05%Reduce -0.9%11,271,745$2.54B$225.58No quote
16JPMJPMorgan Chase & Co1.99%Reduce -1.0%25,839,297$2.47B$95.51No quote
17CICigna Corp1.96%Reduce -6.5%13,008,253$2.43B$186.94No quote
18AXPAmerican Express Co1.96%Reduce -3.0%26,876,964$2.43B$90.46No quote
19TWXTime Warner Inc1.95%Reduce -21.6%23,692,769$2.43BNo quoteNo quote
20BKBank of New York Mellon Corp/T1.87%Reduce -1.3%43,795,278$2.32B$53.02No quote
21HPQHP Inc1.85%Reduce -1.3%115,270,677$2.3B$19.96No quote
22APCAnadarko Petroleum Corp1.82%Add +40.9%46,221,028$2.26BNo quoteNo quote
23TELTE Connectivity Ltd1.81%Reduce -0.3%27,108,837$2.25B$83.06No quote
24ESRXExpress Scripts Holding Co1.78%Reduce -3.5%34,938,393$2.21BNo quoteNo quote
25CSCOCisco Systems Inc1.72%Reduce -1.0%63,485,857$2.14B$33.63No quote
26METMetLife Inc1.66%Reduce -2.4%39,681,890$2.06B$51.95No quote
27AZNAstraZeneca PLC1.53%Reduce -0.8%56,200,178$1.9B$33.88No quote
28UNHUnitedHealth Group Inc1.51%Reduce -4.6%9,605,624$1.88B$195.85No quote
29FOXATwenty-First Century Fox Inc1.50%Add +4.0%70,904,262$1.87B$26.38No quote
30BMYBristol-Myers Squibb Co1.49%Reduce -1.8%29,054,961$1.85B$63.74No quote
31LLYEli Lilly & Co1.38%Add +234.1%20,020,077$1.71B$85.54No quote
32WMTWal-Mart Stores Inc1.32%Reduce -0.9%21,055,702$1.65B$78.14No quote
33UNPUnion Pacific Corp1.27%Add +1.0%13,617,369$1.58B$115.97No quote
34SUSuncor Energy Inc1.13%Add +9.3%40,236,200$1.41B$35.03No quote
35PCLNPriceline Group Inc/The1.11%Reduce -2.9%754,463$1.38BNo quoteNo quote
36APAApache Corp1.10%Add +0.1%29,938,979$1.37B$45.80No quote
37-UBS Group AGCUSIP DC10067251.04%Add +8.9%75,798,027$1.3BNo quoteNo quote
38SSprint Corp1.04%Reduce -3.0%166,256,751$1.29BNo quoteNo quote
39BIDUBaidu Inc0.97%Reduce -13.9%4,890,587$1.21B$247.69No quote
40CECelanese Corp0.96%Reduce -2.4%11,480,169$1.2B$104.27No quote
41TGTTarget Corp0.96%Add +1.2%20,264,017$1.2B$59.01No quote
42MFGPMicro Focus International PLC0.94%New36,661,106$1.17BNo quoteNo quote
43LBTYKLiberty Global PLC0.93%Add +10.0%35,541,105$1.16B$32.70No quote
44JDJD.com Inc0.91%Reduce -9.5%29,608,191$1.13B$38.20No quote
45NOVNational Oilwell Varco Inc0.90%Reduce -0.5%31,182,566$1.11B$35.73No quote
46ALNYAlnylam Pharmaceuticals Inc0.86%Reduce -0.5%9,141,495$1.07B$117.49No quote
47TVGrupo Televisa SAB0.80%Reduce -0.4%40,148,717$990.47MNo quoteNo quote
48BBTBB&T Corp0.78%Reduce -0.5%20,606,484$967.27MNo quoteNo quote
49MDTMedtronic PLC0.76%Add +4.9%12,147,095$944.68M$77.77No quote
50MXIMMaxim Integrated Products Inc0.70%Reduce -1.3%18,278,516$872.07MNo quoteNo quote
51BKRBaker Hughes a GE Co0.70%New23,798,371$871.5M$36.62No quote
52DISHDISH Network Corp0.70%Reduce -0.9%16,039,596$869.83MNo quoteNo quote
53MRKMerck & Co Inc0.69%Reduce -0.7%13,462,469$862M$64.03No quote
54ZAYOZayo Group Holdings Inc0.66%Add +43.5%23,769,321$818.14MNo quoteNo quote
55GILDGilead Sciences Inc0.65%Add +304814.8%9,909,731$802.89M$81.02No quote
56QVCALiberty Interactive Corp QVC G0.64%Add +19.9%33,998,661$801.35MNo quoteNo quote
57DVMTDell Technologies Inc Class V0.62%Add +20.6%10,034,264$774.75MNo quoteNo quote
58CXOConcho Resources Inc0.60%Add +2.3%5,664,498$746.13MNo quoteNo quote
59VMWVMware Inc0.54%Reduce -32.4%6,092,862$665.28MNo quoteNo quote
60CXCemex SAB de CV0.52%Reduce -0.2%71,734,416$651.35M$9.08No quote
61LBTYALiberty Global PLC0.52%Reduce -0.0%18,978,503$643.56M$33.91No quote
62AGUAgrium Inc0.51%Add +4.2%5,880,226$630.42MNo quoteNo quote
63AEGAegon NV0.50%Reduce -0.8%107,043,459$619.78M$5.79No quote
64GSKGlaxoSmithKline PLC0.49%Add +49949.3%14,858,137$603.24M$40.60No quote
65JNPRJuniper Networks Inc0.45%Add +12.8%19,948,757$555.17MNo quoteNo quote
66NTAPNetApp Inc0.43%Reduce -1.0%12,195,045$533.66M$43.76No quote
67GLWCorning Inc0.38%Reduce -1.1%15,983,457$478.23M$29.92No quote
68SNPSSynopsys Inc0.37%Reduce -7.1%5,777,225$465.24M$80.53No quote
69DHRDanaher Corp0.36%Reduce -0.6%5,217,123$447.53M$85.78No quote
70HOGHarley-Davidson Inc0.34%Reduce -0.4%8,713,712$420.09M$48.21No quote
71WFTWeatherford International PLC0.31%Reduce -0.3%83,144,621$380.8MNo quoteNo quote
72FOXTwenty-First Century Fox Inc0.29%Add +0.2%14,046,460$362.26M$25.79No quote
73DXCDXC Technology Co0.29%Reduce -69.2%4,142,400$355.75MNo quoteNo quote
74COHCoach Inc0.26%Reduce -46.3%8,069,629$325.05MNo quoteNo quote
75BHFBrighthouse Financial Inc0.18%New3,689,140$224.3M$60.80No quote
76OXYOccidental Petroleum Corp0.17%Add +2137.5%3,231,404$207.49M$64.21No quote
77GOOGLAlphabet Inc0.16%Reduce -19.5%202,924$197.59M$973.72No quote
78LILAKLiberty Global Plc LiLAC0.12%Reduce -0.3%6,646,609$154.87M$23.30No quote
79NWSANews Corp0.12%Add +4.4%11,358,193$150.61M$13.26No quote
80LILALiberty Global Plc LiLAC0.10%Reduce -0.4%4,996,789$118.72M$23.76No quote
81ITUBItau Unibanco Holding SA0.06%Reduce -5.3%5,825,616$79.81M$13.70No quote
82CVXChevron Corp0.04%Reduce -7.9%382,227$44.91M$117.50No quote
83WUBA58.com Inc0.03%Reduce -56.0%651,800$41.16MNo quoteNo quote
84PBR/APetroleo Brasileiro SACUSIP 71654V1010.03%Reduce -5.4%3,806,600$36.77MNo quoteNo quote
85CDNSCadence Design Systems Inc0.02%Reduce -13.5%772,024$30.47M$39.47No quote
86DWDPDowDuPont Inc0.02%New347,396$24.05MNo quoteNo quote
87GEGeneral Electric Co0.02%Reduce -19.3%870,606$21.05M$24.18No quote
88TRVTravelers Cos Inc/The0.02%Reduce -5.7%171,159$20.97M$122.52No quote
89STISunTrust Banks Inc0.02%Reduce -11.0%340,470$20.35MNo quoteNo quote
90PFEPfizer Inc0.02%Reduce -7.9%529,642$18.91M$35.70No quote
91IBNICICI Bank Ltd0.01%Reduce -1.1%2,014,030$17.24M$8.56No quote
92ADBEAdobe Systems Inc0.01%Reduce -19.3%100,603$15.01M$149.18No quote
93CSCredit Suisse Group AG0.01%Add +0.4%931,463$14.72MNo quoteNo quote
94IBMIBM0.01%Reduce -4.1%90,057$13.07M$145.07No quote
95PGProcter & Gamble Co/The0.01%Reduce -1.5%141,786$12.9M$90.98No quote
96HDHome Depot Inc/The0.01%Reduce -4.9%70,430$11.52M$163.57No quote
97ERICEricsson0.01%Add +2.5%1,916,742$11.02MNo quoteNo quote
98XOMExxon Mobil Corp0.01%Reduce -2.3%131,530$10.78M$81.98No quote
99RDSARoyal Dutch Shell PLC0.01%Reduce -10.1%172,783$10.47MNo quoteNo quote
100BSXBoston Scientific Corp0.01%Reduce -6.8%302,355$8.82M$29.17No quote
101TMOThermo Fisher Scientific Inc0.01%Reduce -4.1%45,737$8.65M$189.19No quote
102VMCVulcan Materials Co0.01%Reduce -7.0%65,380$7.82M$119.59No quote
103CATCaterpillar Inc0.01%Reduce -3.9%52,181$6.51M$124.70No quote
104ADNTAdient PLC0.01%Reduce -4.7%77,136$6.48M$83.99No quote
105PYPLPayPal Holdings Inc0.01%Reduce -10.5%101,020$6.47M$64.03No quote
106EBAYeBay Inc0.00%Reduce -20.9%159,516$6.14M$38.46No quote
107USBUS Bancorp0.00%Reduce -3.9%114,463$6.13M$53.59No quote
108AMXAmerica Movil SAB de CV0.00%Reduce -4.1%332,900$5.91MNo quoteNo quote
109DISWalt Disney Co/The0.00%-56,156$5.54M$98.56No quote
110MSIMotorola Solutions Inc0.00%-64,196$5.45M$84.87No quote
111AMGNAmgen Inc0.00%Reduce -10.6%27,837$5.19M$186.44No quote
112DEODiageo PLC0.00%Reduce -17.5%38,158$5.04M$132.13No quote
113NUENucor Corp0.00%-72,400$4.06M$56.04No quote
114SYMCSymantec Corp0.00%Reduce -29.9%121,450$3.99MNo quoteNo quote
115MMM3M Co0.00%Reduce -4.8%18,915$3.97M$209.89No quote
116JNJJohnson & Johnson0.00%Reduce -8.0%30,514$3.97M$130.01No quote
117UNUnilever NV0.00%Reduce -0.7%55,176$3.26MNo quoteNo quote
118BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Reduce -4.6%16,600$3.04MNo quoteNo quote
119MCDMcDonald's Corp0.00%Reduce -12.0%19,056$2.99M$156.70No quote
120ABBVAbbVie Inc0.00%Reduce -4.0%31,896$2.83M$88.85No quote
121DEDeere & Co0.00%Reduce -8.7%22,537$2.83M$125.57No quote
122PNCPNC Financial Services Group I0.00%Reduce -0.5%20,500$2.76M$134.78No quote
123SPGIS&P Global Inc0.00%Reduce -1.1%15,784$2.47M$156.30No quote
124KMXCarMax Inc0.00%Reduce -24.6%29,000$2.2M$75.79No quote
125PMPhilip Morris International In0.00%Reduce -1.1%18,913$2.1M$111.03No quote
126PPGPPG Industries Inc0.00%-17,700$1.92M$108.64No quote
127GPCGenuine Parts Co0.00%-19,862$1.9M$95.66No quote
128AAPLApple Inc0.00%Reduce -3.1%12,300$1.9M$154.15No quote
129BDXBecton Dickinson and Co0.00%Reduce -0.6%7,730$1.52M$195.99No quote
130MOAltria Group Inc0.00%-23,800$1.51M$63.40No quote
131ABTAbbott Laboratories0.00%Reduce -6.6%27,332$1.46M$53.34No quote
132KOCoca-Cola Co/The0.00%Reduce -6.4%32,042$1.44M$45.00No quote
133COPConocoPhillips0.00%-25,288$1.27M$50.06No quote
134NEENextEra Energy Inc0.00%Reduce -5.0%8,542$1.25M$146.57No quote
135CBChubb Ltd0.00%Reduce -3.4%8,274$1.18M$142.49No quote
136HONHoneywell International Inc0.00%-7,531$1.07M$141.68No quote
137CLColgate-Palmolive Co0.00%-14,000$1.02M$72.86No quote
138DUKDuke Energy Corp0.00%Reduce -2.0%11,368$954KNo quoteNo quote
139PHGKoninklijke Philips NV0.00%Reduce -2.6%22,050$908K$41.18No quote
140ULUnilever PLC0.00%-14,700$852K$57.96No quote
141BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-3$824KNo quoteNo quote
142AMZNAmazon.com Inc0.00%Reduce -5.7%830$798K$961.45No quote
143APDAir Products & Chemicals Inc0.00%Reduce -16.5%5,050$764K$151.29No quote
144PHParker-Hannifin Corp0.00%Reduce -1.1%4,331$758K$175.02No quote
145VVisa Inc0.00%Reduce -7.3%6,380$671K$105.17No quote
146DNBDun & Bradstreet Corp/The0.00%-5,425$632KNo quoteNo quote
147PSXPhillips 660.00%Reduce -6.1%6,455$591K$91.56No quote
148WBAWalgreens Boots Alliance Inc0.00%-7,569$584KNo quoteNo quote
149GISGeneral Mills Inc0.00%-11,200$580K$51.79No quote
150CTXSCitrix Systems Inc0.00%-7,226$555KNo quoteNo quote
151LVNTALiberty Ventures0.00%Reduce -3.5%9,230$531KNo quoteNo quote
153RIORio Tinto PLC0.00%Reduce -9.7%11,200$529K$47.23No quote
152NSCNorfolk Southern Corp0.00%Reduce -2.4%3,997$529K$132.35No quote
154MDLZMondelez International Inc0.00%-11,840$481K$40.63No quote
155PEPPepsiCo Inc0.00%-4,245$473K$111.43No quote
156KMBKimberly-Clark Corp0.00%-3,943$464K$117.68No quote
157CSRACSRA Inc0.00%Reduce -31.6%14,250$460KNo quoteNo quote
158STTState Street Corp0.00%-4,600$439K$95.43No quote
159AMPAmeriprise Financial Inc0.00%-2,942$437K$148.54No quote
160HALHalliburton Co0.00%-9,200$423K$45.98No quote
161ELVAnthem Inc0.00%Reduce -96.7%2,200$418K$190.00No quote
162MCOMoody's Corp0.00%-2,800$390K$139.29No quote
163DDominion Energy Inc0.00%-4,712$362K$76.83No quote
164ALLAllstate Corp/The0.00%-3,796$349K$91.94No quote
165LEXEALiberty Expedia Holdings Inc0.00%Reduce -3.6%6,154$327KNo quoteNo quote
166MMCMarsh & McLennan Cos Inc0.00%-3,660$307KNo quoteNo quote
167KHCKraft Heinz Co/The0.00%-3,946$306K$77.55No quote
168AABAAltaba Inc0.00%Reduce -18.2%4,500$298KNo quoteNo quote
169QCOMQUALCOMM Inc0.00%-5,430$281K$51.75No quote
170VZVerizon Communications Inc0.00%-5,500$272K$49.45No quote
172EQIXEquinix Inc0.00%Reduce -8.3%554$247K$445.85No quote
171UFSDomtar Corp0.00%-5,700$247KNo quoteNo quote
173LVLTLevel 3 Communications Inc0.00%-4,278$228KNo quoteNo quote
174AETAetna Inc0.00%-1,400$223KNo quoteNo quote
175FLRFluor Corp0.00%Reduce -16.1%5,205$219K$42.07No quote
176MMacy's Inc0.00%-10,000$218K$21.80No quote
177UTXUnited Technologies Corp0.00%-1,850$215KNo quoteNo quote
178ADPAutomatic Data Processing Inc0.00%Reduce -4.9%1,950$213K$109.23No quote
179BAXBaxter International Inc0.00%-3,382$212K$62.68No quote
180VFCVF Corp0.00%New3,191$203K$63.62No quote
184MSMorgan Stanley-Sold0$0No quoteNo quote
183DDEI du Pont de Nemours & Co-Sold0$0No quoteNo quote
182DOWDow Chemical Co/The-Sold0$0No quoteNo quote
181BHIBaker Hughes Inc-Sold0$0No quoteNo quote