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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 182 rows. Rows without a quote are marked unavailable.

1WFCWells Fargo & Co3.53%Add +3.0%79,732,532$4.42B$55.44No quote
2CMCSAComcast Corp3.46%Add +29.7%132,016,633$4.33B$32.81No quote
3COFCapital One Financial Corp3.18%Add +0.3%43,286,662$3.98B$91.90No quote
4SCHWCharles Schwab Corp/The3.13%Reduce -10.2%76,733,733$3.92B$51.10No quote
5BACBank of America Corp2.99%Reduce -2.0%132,827,405$3.74B$28.19No quote
6MSFTMicrosoft Corp2.98%Reduce -1.5%37,789,269$3.73B$98.61No quote
7GOOGAlphabet Inc2.82%Add +0.3%3,167,044$3.53B$1115.65No quote
8CHTRCharter Communications Inc2.79%Add +17.8%11,923,076$3.5B$293.21No quote
9FOXATwenty-First Century Fox Inc2.71%Reduce -0.6%68,369,433$3.4B$49.69No quote
10JCIJohnson Controls International2.67%Add +4.6%99,724,232$3.34B$33.45No quote
11NVSNovartis AG2.66%Reduce -0.4%44,131,862$3.33B$75.54No quote
12APCAnadarko Petroleum Corp2.60%Reduce -3.3%44,397,140$3.25BNo quoteNo quote
13ESRXExpress Scripts Holding Co2.56%Add +18.5%41,463,656$3.2BNo quoteNo quote
14SLBSchlumberger Ltd2.30%Reduce -0.9%43,023,403$2.88B$67.03No quote
15HPEHewlett Packard Enterprise Co2.14%Reduce -16.9%183,669,236$2.68B$14.61No quote
16JPMJPMorgan Chase & Co2.09%Reduce -0.8%25,067,202$2.61B$104.20No quote
17AXPAmerican Express Co2.05%Reduce -0.1%26,162,537$2.56B$98.00No quote
18SNYSanofi1.96%Reduce -0.3%61,358,770$2.45B$40.01No quote
19BKBank of New York Mellon Corp/T1.90%Reduce -1.8%44,119,591$2.38B$53.93No quote
20GSGoldman Sachs Group Inc/The1.90%Add +1.0%10,776,183$2.38B$220.57No quote
21FDXFedEx Corp1.87%Reduce -0.9%10,325,300$2.34B$227.06No quote
22LLYEli Lilly & Co1.84%Add +23.7%27,020,471$2.31B$85.33No quote
23METMetLife Inc1.62%Add +1.6%46,367,312$2.02B$43.60No quote
24TELTE Connectivity Ltd1.61%Reduce -4.7%22,312,099$2.01B$90.06No quote
25GSKGlaxoSmithKline PLC1.55%Reduce -0.8%48,158,337$1.94B$40.31No quote
26HPQHP Inc1.49%Reduce -0.4%82,414,733$1.87B$22.69No quote
27AZNAstraZeneca PLC1.48%Reduce -3.2%52,774,809$1.85B$35.11No quote
28APAApache Corp1.46%Add +6.0%39,185,826$1.83B$46.75No quote
29BMYBristol-Myers Squibb Co1.45%Add +17.6%32,705,086$1.81B$55.34No quote
30CICigna Corp1.41%Add +0.1%10,407,762$1.77B$169.95No quote
31UNHUnitedHealth Group Inc1.41%Reduce -3.0%7,185,453$1.76B$245.34No quote
32CSCOCisco Systems Inc1.37%Reduce -20.9%39,797,938$1.71B$43.03No quote
33MDTMedtronic PLC1.28%Add +0.1%18,738,182$1.6B$85.61No quote
34-UBS Group AGCUSIP DC10067251.27%Add +23.7%103,122,127$1.59BNo quoteNo quote
35TAT&T Inc1.17%New45,523,710$1.46B$32.11No quote
36UNPUnion Pacific Corp1.15%Reduce -23.3%10,136,876$1.44B$141.68No quote
37SUSuncor Energy Inc1.14%Reduce -14.0%35,184,100$1.43B$40.68No quote
38BKNGBooking Holdings Inc1.11%Reduce -5.8%688,382$1.4B$2027.09No quote
39NOVNational Oilwell Varco Inc1.09%Reduce -3.1%31,451,264$1.36B$43.40No quote
40DVMTDell Technologies Inc Class V1.07%Add +11.3%15,809,632$1.34BNo quoteNo quote
41BKRBaker Hughes a GE Co1.00%Add +2.7%38,046,639$1.26B$33.03No quote
42GILDGilead Sciences Inc0.92%Add +5.3%16,259,811$1.15B$70.84No quote
43CECelanese Corp0.91%Reduce -3.5%10,307,650$1.14B$111.06No quote
44TVGrupo Televisa SAB0.88%Add +0.8%57,915,461$1.1BNo quoteNo quote
45JNPRJuniper Networks Inc0.87%Add +1.5%39,652,757$1.09BNo quoteNo quote
46LBTYKLiberty Global PLC0.86%Add +5.3%40,492,754$1.08B$26.61No quote
47JDJD.com Inc0.83%Add +23.2%26,604,692$1.04B$38.95No quote
48TGTTarget Corp0.81%Reduce -3.6%13,276,150$1.01B$76.12No quote
49ZAYOZayo Group Holdings Inc0.73%Add +0.4%24,948,385$910.12MNo quoteNo quote
50BBTBB&T Corp0.72%Reduce -5.6%17,863,648$901.04MNo quoteNo quote
51SSprint Corp0.72%Reduce -0.0%165,590,616$900.81MNo quoteNo quote
52BIDUBaidu Inc0.66%Reduce -9.0%3,394,037$824.75M$243.00No quote
53QRTEAQurate Retail Inc0.66%New38,850,260$824.4MNo quoteNo quote
54CXCemex SAB de CV0.66%Add +23.5%125,167,995$821.1M$6.56No quote
55MFGPMicro Focus International PLC0.65%Add +0.7%47,117,892$813.73MNo quoteNo quote
56FOXTwenty-First Century Fox Inc0.53%Reduce -2.9%13,527,360$666.49M$49.27No quote
57AEGAegon NV0.50%Reduce -0.3%105,816,842$626.44M$5.92No quote
58NTRNutrien Ltd0.49%Reduce -8.6%11,250,234$611.79M$54.38No quote
59MATMattel Inc0.47%Add +22.3%35,546,085$583.67M$16.42No quote
60CXOConcho Resources Inc0.46%Reduce -10.0%4,133,898$571.93MNo quoteNo quote
61DISHDISH Network Corp0.44%Add +0.5%16,464,246$553.36MNo quoteNo quote
62MXIMMaxim Integrated Products Inc0.43%Reduce -46.1%9,095,230$533.53MNo quoteNo quote
63LBTYALiberty Global PLC0.42%Reduce -0.0%18,973,803$522.54M$27.54No quote
64OXYOccidental Petroleum Corp0.42%Reduce -1.9%6,231,225$521.43M$83.68No quote
65ATUSAltice USA Inc0.38%New28,149,485$480.23MNo quoteNo quote
66DHRDanaher Corp0.38%Reduce -5.4%4,841,618$477.77M$98.68No quote
67VMWVMware Inc0.37%Reduce -4.2%3,159,550$464.36MNo quoteNo quote
68ALNYAlnylam Pharmaceuticals Inc0.37%Reduce -0.8%4,654,701$458.44M$98.49No quote
69SNPSSynopsys Inc0.36%Reduce -5.4%5,225,435$447.14M$85.57No quote
70HOGHarley-Davidson Inc0.29%Reduce -0.4%8,625,726$362.97M$42.08No quote
71WFTWeatherford International PLC0.22%Add +0.5%83,271,821$273.96MNo quoteNo quote
72TAPMolson Coors Brewing Co0.17%New3,180,041$216.37M$68.04No quote
73MRKMerck & Co Inc0.16%Reduce -76.0%3,305,109$200.62M$60.70No quote
74NWSANews Corp0.14%Reduce -1.2%11,544,324$178.94M$15.50No quote
75GOOGLAlphabet Inc0.13%Reduce -5.0%145,589$164.4M$1129.19No quote
76BHFBrighthouse Financial Inc0.10%Add +0.6%3,276,286$131.28M$40.07No quote
77LILAKLiberty Latin America Ltd0.10%Reduce -0.0%6,644,809$128.78M$19.38No quote
78LILALiberty Latin America Ltd0.09%Reduce -0.0%5,571,289$106.52M$19.12No quote
79ITUBItau Unibanco Holding SA0.04%Reduce -2.1%4,810,016$49.93M$10.38No quote
80CVXChevron Corp0.04%Reduce -2.7%349,948$44.24M$126.43No quote
81PBR/APetroleo Brasileiro SACUSIP 71654V1010.02%Reduce -8.0%3,376,600$29.85MNo quoteNo quote
82WMTWalmart Inc0.02%Reduce -18.6%316,719$27.13M$85.65No quote
83GLWCorning Inc0.02%Reduce -32.5%775,097$21.32M$27.51No quote
84CDNSCadence Design Systems Inc0.02%Reduce -11.4%487,800$21.13M$43.31No quote
85TRVTravelers Cos Inc/The0.01%Reduce -2.1%153,393$18.77M$122.34No quote
86DWDPDowDuPont Inc0.01%Reduce -5.5%264,261$17.42MNo quoteNo quote
87IBNICICI Bank Ltd0.01%Add +4.7%2,109,430$16.94M$8.03No quote
88NTAPNetApp Inc0.01%Reduce -50.3%212,478$16.69M$78.53No quote
89PFEPfizer Inc0.01%Reduce -1.8%434,124$15.75M$36.28No quote
90CSCredit Suisse Group AG0.01%Reduce -1.3%910,791$13.55MNo quoteNo quote
91STISunTrust Banks Inc0.01%Reduce -19.8%203,290$13.42MNo quoteNo quote
92ERICEricsson0.01%Add +0.4%1,739,574$13.34MNo quoteNo quote
93HDHome Depot Inc/The0.01%Reduce -1.7%62,475$12.19M$195.10No quote
94ADBEAdobe Systems Inc0.01%Reduce -15.7%48,889$11.92M$243.82No quote
95IBMIBM0.01%Reduce -2.1%81,999$11.46M$139.70No quote
96RDSARoyal Dutch Shell PLC0.01%Reduce -0.3%158,079$10.94MNo quoteNo quote
97PGProcter & Gamble Co/The0.01%Reduce -1.0%135,456$10.57M$78.06No quote
98DXCDXC Technology Co0.01%Reduce -18.0%130,653$10.53MNo quoteNo quote
99XOMExxon Mobil Corp0.01%Reduce -0.2%126,818$10.49M$82.73No quote
100GEGeneral Electric Co0.01%Reduce -2.8%696,236$9.48M$13.61No quote
101TMOThermo Fisher Scientific Inc0.01%Reduce -1.6%41,098$8.51M$207.14No quote
102BSXBoston Scientific Corp0.01%Reduce -11.1%211,955$6.93M$32.70No quote
103CATCaterpillar Inc0.01%Reduce -0.5%47,745$6.48M$135.68No quote
104MSIMotorola Solutions Inc0.00%Reduce -2.0%53,082$6.18M$116.37No quote
105VMCVulcan Materials Co0.00%Reduce -3.8%47,525$6.13M$129.07No quote
106DISWalt Disney Co/The0.00%-54,856$5.75M$104.80No quote
107AMXAmerica Movil SAB de CV0.00%-332,900$5.55MNo quoteNo quote
108USBUS Bancorp0.00%Reduce -5.2%100,121$5.01M$50.02No quote
109PYPLPayPal Holdings Inc0.00%Reduce -8.5%57,000$4.75M$83.26No quote
110AMGNAmgen Inc0.00%Reduce -1.8%24,322$4.49M$184.61No quote
111NUENucor Corp0.00%Reduce -8.7%66,100$4.13M$62.50No quote
112JNJJohnson & Johnson0.00%-29,990$3.64M$121.34No quote
113MMM3M Co0.00%Reduce -0.0%18,021$3.55M$196.71No quote
114DEODiageo PLC0.00%Reduce -17.4%24,413$3.52M$144.02No quote
115BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Reduce -0.2%16,220$3.03MNo quoteNo quote
116DEDeere & Co0.00%Reduce -0.3%20,354$2.85M$139.78No quote
117UNUnilever NV0.00%Reduce -5.0%50,326$2.8MNo quoteNo quote
118ABBVAbbVie Inc0.00%-29,592$2.74M$92.66No quote
119PNCPNC Financial Services Group I0.00%-20,080$2.71M$135.11No quote
120EBAYeBay Inc0.00%Reduce -10.8%70,335$2.55M$36.26No quote
121MCDMcDonald's Corp0.00%-15,938$2.5M$156.67No quote
122AAPLApple Inc0.00%-11,500$2.13M$185.13No quote
123GPCGenuine Parts Co0.00%-19,562$1.8M$91.81No quote
124PPGPPG Industries Inc0.00%-17,000$1.76M$103.71No quote
125COPConocoPhillips0.00%Reduce -2.4%24,688$1.72M$69.63No quote
126SPGIS&P Global Inc0.00%Reduce -2.4%8,300$1.69M$203.86No quote
127KMXCarMax Inc0.00%Reduce -1.7%23,200$1.69M$72.89No quote
128ABTAbbott Laboratories0.00%-27,229$1.66M$61.00No quote
129BDXBecton Dickinson and Co0.00%-6,630$1.59M$239.52No quote
130PMPhilip Morris International In0.00%-18,913$1.53M$80.74No quote
131PRSPPerspecta Inc0.00%New72,865$1.5MNo quoteNo quote
132MOAltria Group Inc0.00%-23,800$1.35M$56.81No quote
133AMZNAmazon.com Inc0.00%-780$1.33M$1700.00No quote
134KOCoca-Cola Co/The0.00%-30,022$1.32M$43.87No quote
135NEENextEra Energy Inc0.00%-7,742$1.29M$167.01No quote
136HONHoneywell International Inc0.00%Reduce -6.8%6,831$984K$144.05No quote
137CBChubb Ltd0.00%Reduce -6.2%7,514$954K$126.96No quote
138PHGKoninklijke Philips NV0.00%-21,700$917K$42.26No quote
139CLColgate-Palmolive Co0.00%-14,000$907K$64.79No quote
140BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-3$846KNo quoteNo quote
141VVisa Inc0.00%-5,500$728K$132.36No quote
142PHParker-Hannifin Corp0.00%-4,331$675K$155.85No quote
143CTXSCitrix Systems Inc0.00%Reduce -1.6%6,150$645KNo quoteNo quote
144DNBDun & Bradstreet Corp/The0.00%Reduce -5.5%5,125$629KNo quoteNo quote
145PSXPhillips 660.00%-5,205$585K$112.39No quote
146RIORio Tinto PLC0.00%-10,500$583K$55.52No quote
147NSCNorfolk Southern Corp0.00%-3,797$573K$150.91No quote
148DUKDuke Energy Corp0.00%Reduce -4.7%7,148$565KNo quoteNo quote
149APDAir Products & Chemicals Inc0.00%Reduce -7.0%3,300$514K$155.76No quote
150GISGeneral Mills Inc0.00%-11,200$496K$44.29No quote
151MDLZMondelez International Inc0.00%-11,840$485K$40.96No quote
152PEPPepsiCo Inc0.00%-4,245$462K$108.83No quote
153STTState Street Corp0.00%-4,500$419K$93.11No quote
155KMBKimberly-Clark Corp0.00%-3,943$415K$105.25No quote
154HALHalliburton Co0.00%-9,200$415K$45.11No quote
156AMPAmeriprise Financial Inc0.00%-2,942$412K$140.04No quote
157ULUnilever PLC0.00%Reduce -12.8%6,800$376K$55.29No quote
158MMacy's Inc0.00%Reduce -2.0%9,800$367K$37.45No quote
159MCOMoody's Corp0.00%-2,050$350K$170.73No quote
160GLIBAGCI Liberty Inc0.00%Reduce -5.1%7,631$344K$45.08No quote
161ALLAllstate Corp/The0.00%-3,746$342K$91.30No quote
162WBAWalgreens Boots Alliance Inc0.00%-5,669$340KNo quoteNo quote
163ELVAnthem Inc0.00%-1,400$333K$237.86No quote
164ADNTAdient PLC0.00%Reduce -43.5%6,388$314K$49.15No quote
165DDominion Energy Inc0.00%-4,512$308K$68.26No quote
166MMCMarsh & McLennan Cos Inc0.00%-3,660$300KNo quoteNo quote
167QCOMQUALCOMM Inc0.00%-5,000$281K$56.20No quote
168VZVerizon Communications Inc0.00%-5,500$277K$50.36No quote
169HESHess Corp0.00%Reduce -2.5%3,906$261KNo quoteNo quote
170AETAetna Inc0.00%-1,400$257KNo quoteNo quote
171BAXBaxter International Inc0.00%-3,382$250K$73.92No quote
172KHCKraft Heinz Co/The0.00%-3,946$248K$62.85No quote
173ADPAutomatic Data Processing Inc0.00%-1,800$241K$133.89No quote
174LEXEALiberty Expedia Holdings Inc0.00%Reduce -0.9%5,087$224KNo quoteNo quote
175UFSDomtar Corp0.00%Reduce -9.8%4,600$220KNo quoteNo quote
176UTXUnited Technologies Corp0.00%-1,750$219KNo quoteNo quote
182VFCVF Corp-Sold0$0No quoteNo quote
181TWXTime Warner Inc-Sold0$0No quoteNo quote
180TPRTapestry Inc-Sold0$0No quoteNo quote
179SYMCSymantec Corp-Sold0$0No quoteNo quote
178QVCALiberty Interactive Corp QVC G-Sold0$0No quoteNo quote
177FLRFluor Corp-Sold0$0No quoteNo quote