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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 152 of 183 rows. Rows without a quote are marked unavailable.

1WFCWells Fargo & Co3.54%Add +1.7%85,282,262$4.3B$50.44No quote
2JCIJohnson Controls International3.45%Reduce -4.3%95,589,901$4.2B$43.89No quote
3OXYOccidental Petroleum Corp3.26%Add +63.9%89,151,846$3.96B$44.47No quote
4COFCapital One Financial Corp3.18%Add +2.5%42,446,202$3.86B$90.98No quote
5CMCSAComcast Corp3.17%Reduce -10.6%85,546,002$3.86B$45.08No quote
6SCHWCharles Schwab Corp/The3.15%Add +10.1%91,644,610$3.83B$41.83No quote
7GOOGAlphabet Inc3.13%Add +1.1%3,116,382$3.8B$1219.00No quote
8CHTRCharter Communications Inc2.99%Reduce -25.2%8,807,211$3.63B$412.12No quote
9MSFTMicrosoft Corp2.96%Reduce -17.5%25,877,769$3.6B$139.03No quote
10FDXFedEx Corp2.84%Add +5.2%23,751,270$3.46B$145.57No quote
11BACBank of America Corp2.79%Add +1.1%116,243,917$3.39B$29.17No quote
12TELTE Connectivity Ltd2.36%Reduce -1.3%30,801,837$2.87B$93.18No quote
13BKNGBooking Holdings Inc2.33%Add +0.1%1,444,592$2.84B$1962.61No quote
14SNYSanofi2.32%Add +0.3%60,867,994$2.82B$46.33No quote
15CICigna Corp2.17%Add +7.2%17,377,022$2.64B$151.79No quote
16BMYBristol-Myers Squibb Co2.11%Add +1.6%50,452,677$2.56B$50.71No quote
17JPMJPMorgan Chase & Co2.06%Reduce -14.7%21,315,910$2.51B$117.69No quote
18GSGoldman Sachs Group Inc/The2.01%Add +2.5%11,776,896$2.44B$207.23No quote
19MCHPMicrochip Technology Inc1.95%Add +0.8%25,449,846$2.36B$92.91No quote
20NVSNovartis AG1.91%Reduce -9.0%26,768,876$2.33B$86.90No quote
21UTXUnited Technologies Corp1.91%Add +4.5%17,026,208$2.32BNo quoteNo quote
22HPQHP Inc1.85%Add +1.7%118,961,571$2.25B$18.92No quote
23METMetLife Inc1.82%Add +0.5%46,798,718$2.21B$47.16No quote
24AZNAstraZeneca PLC1.81%Add +0.0%49,349,140$2.2B$44.57No quote
25BKBank of New York Mellon Corp/T1.74%Add +1.1%46,838,514$2.12B$45.21No quote
26HPEHewlett Packard Enterprise Co1.70%Add +2.4%136,544,633$2.07B$15.17No quote
27GSKGlaxoSmithKline PLC1.70%Add +0.2%48,334,394$2.06B$42.68No quote
28SLBSchlumberger Ltd1.66%Add +8.0%59,068,980$2.02B$34.17No quote
29BKRBaker Hughes a GE Co1.47%Add +28.9%76,902,950$1.78B$23.20No quote
30AXPAmerican Express Co1.42%Reduce -24.2%14,539,398$1.72B$118.28No quote
31UBSUBS Group AG1.35%Add +12.3%144,998,827$1.65B$11.35No quote
32UNHUnitedHealth Group Inc1.30%Add +9.4%7,252,129$1.58B$217.32No quote
33APAApache Corp1.17%Reduce -0.2%55,404,747$1.42B$25.60No quote
34CECelanese Corp1.09%Add +0.1%10,819,330$1.32B$122.29No quote
35CVSCVS Health Corp1.08%Add +0.8%20,853,172$1.32B$63.07No quote
36BBTBB&T Corp1.08%Add +19.3%24,508,516$1.31BNo quoteNo quote
37DELLDell Technologies Inc1.02%Add +63.4%23,926,255$1.24B$51.86No quote
38JNPRJuniper Networks Inc1.00%Add +2.1%49,228,246$1.22BNo quoteNo quote
39SUSuncor Energy Inc0.99%Add +5.6%38,015,500$1.2B$31.58No quote
40GILDGilead Sciences Inc0.91%Add +1.2%17,436,521$1.11B$63.38No quote
41CTSHCognizant Technology Solutions0.85%Reduce -0.4%17,192,859$1.04B$60.27No quote
42CSCOCisco Systems Inc0.84%Reduce -19.3%20,709,044$1.02B$49.41No quote
43DISHDISH Network Corp0.82%Reduce -0.6%29,422,073$1BNo quoteNo quote
44LLYEli Lilly & Co0.81%Reduce -0.5%8,819,053$986.24M$111.83No quote
45FOXAFox Corp0.76%Add +67.7%29,384,667$926.65M$31.54No quote
46HESHess Corp0.73%Add +52.8%14,741,568$891.57MNo quoteNo quote
47LINLinde PLC0.72%Reduce -34.9%4,491,594$871.42M$194.01No quote
48TAPMolson Coors Brewing Co0.71%Add +8.5%15,043,998$865.03M$57.50No quote
49HALHalliburton Co0.71%Add +51.3%45,680,570$861.08M$18.85No quote
50BIDUBaidu Inc0.71%Add +1.1%8,356,187$858.68M$102.76No quote
51LBTYKLiberty Global PLC0.65%Reduce -30.7%33,375,368$794M$23.79No quote
52MDTMedtronic PLC0.59%Reduce -0.0%6,627,852$719.92M$108.62No quote
53CXOConcho Resources Inc0.59%Add +73.4%10,574,177$717.99MNo quoteNo quote
54TVGrupo Televisa SAB0.57%-70,248,420$687.03MNo quoteNo quote
55QRTEAQurate Retail Inc0.54%Reduce -0.5%63,033,414$650.19MNo quoteNo quote
56SSprint Corp0.51%Reduce -0.2%101,147,943$624.08MNo quoteNo quote
57JDJD.com Inc0.48%Reduce -17.5%20,891,777$589.36M$28.21No quote
58BABAAlibaba Group Holding Ltd0.45%Reduce -8.7%3,269,400$546.74M$167.23No quote
59MXIMMaxim Integrated Products Inc0.43%Add +0.9%9,008,343$521.67MNo quoteNo quote
60-Micro Focus International PLCCUSIP 5948374030.41%Add +18.9%35,645,465$504.38MNo quoteNo quote
61CXCemex SAB de CV0.41%Add +14.9%126,189,190$494.66M$3.92No quote
62NOVNational Oilwell Varco Inc0.40%Add +3.0%22,859,052$484.61M$21.20No quote
63AEGAegon NV0.39%Add +3.0%114,862,529$474.38M$4.13No quote
64LBTYALiberty Global PLC0.38%-18,569,703$459.6M$24.75No quote
65ECAEncana Corp0.37%New98,355,179$452.43MNo quoteNo quote
66MATMattel Inc0.36%Add +1.4%38,852,908$442.54M$11.39No quote
67ALNYAlnylam Pharmaceuticals Inc0.35%Add +1.3%5,311,801$427.18M$80.42No quote
68BHFBrighthouse Financial Inc0.34%Add +1.7%10,077,955$407.86M$40.47No quote
69NTRNutrien Ltd0.33%-8,072,408$402.65M$49.88No quote
70GPSGap Inc/The0.30%Add +17.9%21,078,030$365.92MNo quoteNo quote
71HOGHarley-Davidson Inc0.30%Add +1.5%10,045,586$361.34M$35.97No quote
72INCYIncyte Corp0.24%Reduce -7.0%3,912,275$290.41M$74.23No quote
73NWSANews Corp0.16%Add +1.6%13,908,624$193.61M$13.92No quote
74FOXFox Corp0.15%Add +14.8%5,931,534$187.08M$31.54No quote
75GOOGLAlphabet Inc0.13%Reduce -1.4%132,430$161.72M$1221.14No quote
76ZAYOZayo Group Holdings Inc0.12%Reduce -84.5%4,150,114$140.69MNo quoteNo quote
77DISWalt Disney Co/The0.08%Reduce -3.9%720,036$93.84M$130.32No quote
78ITUBItau Unibanco Holding SA0.06%-9,238,005$77.69M$8.41No quote
79UNPUnion Pacific Corp0.05%Reduce -3.6%389,994$63.17M$161.98No quote
80MRKMerck & Co Inc0.05%Reduce -1.9%701,343$59.04M$84.18No quote
81CVXChevron Corp0.03%Reduce -0.9%336,675$39.93M$118.60No quote
82PBR/APetroleo Brasileiro SACUSIP 71654V1010.03%Reduce -4.3%2,416,807$31.76MNo quoteNo quote
83CDNSCadence Design Systems Inc0.02%Reduce -0.7%425,486$28.12M$66.08No quote
84TRVTravelers Cos Inc/The0.02%Reduce -0.7%146,883$21.84M$148.69No quote
85TGTTarget Corp0.02%Reduce -48.8%199,408$21.32M$106.91No quote
86IBNICICI Bank Ltd0.01%-1,488,830$18.13M$12.18No quote
87WMTWalmart Inc0.01%Reduce -5.2%137,997$16.38M$118.68No quote
88PGProcter & Gamble Co/The0.01%Reduce -0.5%130,821$16.27M$124.38No quote
89PFEPfizer Inc0.01%Reduce -0.3%396,052$14.23M$35.93No quote
90HDHome Depot Inc/The0.01%Reduce -1.0%53,020$12.3M$232.03No quote
91STISunTrust Banks Inc0.01%Reduce -0.9%177,932$12.24MNo quoteNo quote
92ADBEAdobe Inc0.01%Reduce -2.4%41,265$11.4M$276.24No quote
93TMOThermo Fisher Scientific Inc0.01%Reduce -1.9%36,643$10.67M$291.27No quote
94GLWCorning Inc0.01%Reduce -12.3%362,550$10.34M$28.52No quote
95IBMIBM0.01%Reduce -5.3%68,778$10M$145.42No quote
96TAT&T Inc0.01%Reduce -21.0%253,151$9.58M$37.84No quote
97XOMExxon Mobil Corp0.01%Reduce -0.1%122,349$8.64M$70.61No quote
98RDSARoyal Dutch Shell PLC0.01%Reduce -11.2%129,268$7.61MNo quoteNo quote
99BSXBoston Scientific Corp0.01%Reduce -1.1%174,640$7.11M$40.69No quote
100VMCVulcan Materials Co0.01%Reduce -0.9%44,500$6.73M$151.24No quote
101GEGeneral Electric Co0.01%Reduce -0.1%737,054$6.59M$8.94No quote
102CATCaterpillar Inc0.00%Reduce -0.9%43,381$5.48M$126.30No quote
103USBUS Bancorp0.00%-94,421$5.23M$55.34No quote
104NTAPNetApp Inc0.00%Reduce -16.0%91,400$4.8M$52.51No quote
105ERICEricsson0.00%Reduce -22.3%584,288$4.66MNo quoteNo quote
106PYPLPayPal Holdings Inc0.00%Reduce -2.9%43,921$4.55M$103.60No quote
107DDDuPont de Nemours Inc0.00%Reduce -22.1%63,300$4.51M$71.31No quote
108AMGNAmgen Inc0.00%Reduce -1.0%21,397$4.14M$193.53No quote
109CSCredit Suisse Group AG0.00%Reduce -19.0%327,204$4MNo quoteNo quote
110DHRDanaher Corp0.00%Reduce -99.4%26,610$3.84M$144.42No quote
111JNJJohnson & Johnson0.00%Reduce -1.3%29,422$3.81M$129.39No quote
112AMXAmerica Movil SAB de CV0.00%-255,400$3.8MNo quoteNo quote
113MSIMotorola Solutions Inc0.00%-20,339$3.47M$170.41No quote
114MCDMcDonald's Corp0.00%Reduce -0.7%14,913$3.2M$214.71No quote
115DEDeere & Co0.00%-18,564$3.13M$168.66No quote
116DOWDow Inc0.00%Reduce -20.7%64,945$3.1M$47.66No quote
117DEODiageo PLC0.00%Reduce -20.2%18,051$2.95M$163.54No quote
118UNUnilever NV0.00%Reduce -0.9%45,171$2.71MNo quoteNo quote
119BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%-12,970$2.7MNo quoteNo quote
120ABTAbbott Laboratories0.00%Reduce -0.3%32,222$2.7M$83.67No quote
121MMM3M Co0.00%-16,371$2.69M$164.38No quote
122ALCAlcon Inc0.00%Reduce -61.7%45,561$2.66M$58.30No quote
123PNCPNC Financial Services Group I0.00%-18,680$2.62M$140.15No quote
124SNPSSynopsys Inc0.00%Reduce -7.3%18,850$2.59M$137.24No quote
125AAPLApple Inc0.00%Add +0.9%11,176$2.5M$223.96No quote
126ABBVAbbVie Inc0.00%Reduce -0.3%31,002$2.35M$75.70No quote
127VMWVMware Inc0.00%Reduce -0.6%15,600$2.34MNo quoteNo quote
128EBAYeBay Inc0.00%-53,231$2.08M$38.98No quote
129SPGIS&P Global Inc0.00%-8,200$2.01M$245.00No quote
130NUENucor Corp0.00%-38,100$1.94M$50.92No quote
131DXCDXC Technology Co0.00%Reduce -23.0%63,865$1.88MNo quoteNo quote
132GPCGenuine Parts Co0.00%Reduce -1.1%18,362$1.83M$99.61No quote
133NEENextEra Energy Inc0.00%-7,142$1.66M$232.99No quote
134PPGPPG Industries Inc0.00%-14,000$1.66M$118.50No quote
135CTVACorteva Inc0.00%Reduce -25.9%58,831$1.65M$28.00No quote
136BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-5$1.56MNo quoteNo quote
137KOCoca-Cola Co/The0.00%-28,440$1.55M$54.43No quote
138HONHoneywell International Inc0.00%-8,631$1.46M$169.16No quote
139PMPhilip Morris International In0.00%-18,913$1.44M$75.93No quote
140BDXBecton Dickinson and Co0.00%Reduce -5.3%5,360$1.36M$252.99No quote
141COPConocoPhillips0.00%Reduce -3.2%22,445$1.28M$56.98No quote
142KMXCarMax Inc0.00%Reduce -3.6%13,400$1.18M$87.99No quote
143BALLBall Corp0.00%Reduce -9.6%15,070$1.1M$72.79No quote
144CLColgate-Palmolive Co0.00%-14,000$1.03M$73.50No quote
145PHGKoninklijke Philips NV0.00%-21,700$1M$46.13No quote
146MOAltria Group Inc0.00%-23,800$973K$40.88No quote
147AMZNAmazon.com Inc0.00%-530$920K$1735.85No quote
148APDAir Products & Chemicals Inc0.00%-3,300$732K$221.82No quote
149PEPPepsiCo Inc0.00%-5,145$705K$137.03No quote
150MDLZMondelez International Inc0.00%-11,840$655K$55.32No quote
151VVisa Inc0.00%-3,600$619K$171.94No quote
152GISGeneral Mills Inc0.00%-11,200$617K$55.09No quote
153CBChubb Ltd0.00%Reduce -6.1%3,722$601K$161.47No quote
154PHParker-Hannifin Corp0.00%-3,256$588K$180.59No quote
156NSCNorfolk Southern Corp0.00%-3,050$548K$179.67No quote
155KMBKimberly-Clark Corp0.00%-3,860$548K$141.97No quote
157CTXSCitrix Systems Inc0.00%-5,500$531KNo quoteNo quote
158PSXPhillips 660.00%Reduce -1.9%5,105$523K$102.45No quote
159DUKDuke Energy Corp0.00%Reduce -2.3%5,307$509KNo quoteNo quote
160RIORio Tinto PLC0.00%-9,300$484K$52.04No quote
161AMPAmeriprise Financial Inc0.00%-2,942$433K$147.18No quote
162MCOMoody's Corp0.00%-2,050$420K$204.88No quote
163AMTAmerican Tower Corp0.00%-1,825$404K$221.37No quote
164ALLAllstate Corp/The0.00%-3,685$400K$108.55No quote
165BABoeing Co/The0.00%-974$371K$380.90No quote
166DDominion Energy Inc0.00%-4,512$366K$81.12No quote
167GLIBAGCI Liberty Inc0.00%-5,551$345K$62.15No quote
168LMTLockheed Martin Corp0.00%-875$341K$389.71No quote
169BLKBlackRock Inc0.00%-750$334K$445.33No quote
170VZVerizon Communications Inc0.00%-5,500$332K$60.36No quote
171QCOMQUALCOMM Inc0.00%Reduce -8.9%4,100$313K$76.34No quote
172BAXBaxter International Inc0.00%-3,382$296K$87.52No quote
173ADPAutomatic Data Processing Inc0.00%-1,800$291K$161.67No quote
174ELVAnthem Inc0.00%-1,200$288K$240.00No quote
175MMCMarsh & McLennan Cos Inc0.00%-2,860$286KNo quoteNo quote
176ULUnilever PLC0.00%-4,700$282K$60.00No quote
177STTState Street Corp0.00%-4,500$266K$59.11No quote
178WBAWalgreens Boots Alliance Inc0.00%-4,669$258KNo quoteNo quote
179EQIXEquinix Inc0.00%New385$222K$576.62No quote
180INTCIntel Corp0.00%-4,200$216K$51.43No quote
181SYKStryker Corp0.00%New960$208K$216.67No quote
183PRSPPerspecta Inc-Sold0$0No quoteNo quote
182APCAnadarko Petroleum Corp-Sold0$0No quoteNo quote