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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 125 of 197 rows. Rows without a quote are marked unavailable.

1HPQHEWLETT-PACKARD CO COM4.36%Reduce -0.7%69,575,403$3.7B$53.15No quote
2NVSNOVARTIS AG-ADR SPONSORED ADR4.17%Reduce -0.3%65,249,463$3.53B$54.10No quote
3SLBSCHLUMBERGER LTD COM3.69%Reduce -2.6%49,220,844$3.12B$63.46No quote
4GSKGLAXOSMITHKLINE PLC-SPON ADR SPONSORED ADR3.41%Add +5.0%75,047,144$2.89B$38.52No quote
5WFCWELLS FARGO & CO COM3.12%Reduce -0.4%84,833,689$2.64B$31.12No quote
6CMCSACOMCAST CORP-CLASS A CL A3.00%Reduce -0.4%135,028,951$2.54B$18.82No quote
7NWSANEWS CORP-CL A CL A2.98%Reduce -0.8%174,980,580$2.52B$14.41No quote
8GEGENERAL ELECTRIC CO COM2.89%Reduce -0.2%134,612,943$2.45B$18.20No quote
9COFCAPITAL ONE FINANCIAL CORP COM2.78%Add +0.1%56,989,366$2.36B$41.41No quote
10MRKMERCK & CO. INC. COM2.76%Reduce -0.7%62,594,024$2.34B$37.35No quote
11VODVODAFONE GROUP PLC-SP ADR SPONS ADR NEW2.53%Add +58.6%92,132,131$2.15BNo quoteNo quote
12FDXFEDEX CORP COM2.27%Reduce -1.4%20,602,250$1.92B$93.40No quote
13TWXTIME WARNER INC COM NEW2.24%Reduce -1.1%60,650,142$1.9BNo quoteNo quote
14AMGNAMGEN INC COM2.10%Reduce -2.4%29,806,329$1.78B$59.76No quote
15OXYOCCIDENTAL PETROLEUM CORP COM2.06%Reduce -1.7%20,664,301$1.75B$84.54No quote
16MOTMOTOROLA INC COM1.90%Add +0.5%229,823,396$1.61BNo quoteNo quote
17PFEPFIZER INC COM1.83%Add +0.5%90,595,332$1.55B$17.15No quote
18SONYSONY CORP-SPONSORED ADR ADR NEW1.61%Reduce -1.7%35,513,937$1.36B$38.32No quote
19BHIBAKER HUGHES INC COM1.54%Reduce -0.6%27,941,349$1.31BNo quoteNo quote
20SNYSANOFI-AVENTIS-ADR SPONSORED ADR1.54%Reduce -0.7%35,026,309$1.31B$37.36No quote
21HDHOME DEPOT INC COM1.51%Reduce -0.3%39,606,869$1.28B$32.35No quote
22DOWDOW CHEMICAL COM1.49%Reduce -15.0%42,816,367$1.27B$29.57No quote
23EBAYEBAY INC COM1.49%Reduce -0.3%46,758,615$1.26B$26.95No quote
24TWCTIME WARNER CABLE COM1.42%Reduce -0.8%22,516,433$1.2BNo quoteNo quote
25XRXXEROX CORP COM1.40%Reduce -0.2%121,376,027$1.18B$9.75No quote
26WLPWELLPOINT INC COM1.37%Reduce -23.1%17,996,888$1.16BNo quoteNo quote
27CVXCHEVRON CORP COM1.36%Reduce -1.2%15,178,966$1.15B$75.83No quote
28BKBANK OF NEW YORK MELLON CORP COM1.33%Add +17.2%36,524,525$1.13B$30.88No quote
29TELTYCO ELECTRONICS LTD SHS1.21%Reduce -1.9%37,294,616$1.02B$27.48No quote
30TYCTYCO INTERNATIONAL LTD SHS1.16%Reduce -2.1%25,725,391$984MNo quoteNo quote
31QVCALIBERTY MEDIA CORP-INTER A INT COM SER A1.11%Reduce -1.7%61,213,032$937.17MNo quoteNo quote
32PCRFYPANASONIC CORP-SPON ADR ADR1.06%Reduce -0.9%58,786,051$900.6MNo quoteNo quote
33SSPRINT NEXTEL CORP COM SER 11.04%Add +1.9%231,096,528$878.17MNo quoteNo quote
34UNHUNITEDHEALTH GROUP INC COM1.02%Reduce -28.7%26,333,131$860.3M$32.67No quote
35COVCOVIDIEN PLC COM0.96%Reduce -10.8%16,249,040$817MNo quoteNo quote
36BSXBOSTON SCIENTIFIC CORP COM0.95%Add +34.6%111,952,397$808.3M$7.22No quote
37MXIMMAXIM INTEGRATED PRODUCTS COM0.93%Reduce -0.0%40,805,750$791.22MNo quoteNo quote
38WMTWAL-MART STORES INC COM0.88%Reduce -0.4%13,420,969$746.21M$55.60No quote
39BBTBB&T CORP COM0.85%Add +0.2%22,128,384$716.74MNo quoteNo quote
40CTXSCITRIX SYSTEMS INC COM0.80%Reduce -25.2%14,363,480$681.83MNo quoteNo quote
41CXCEMEX SAB-SPONS ADR PART CER SPON ADR NEW0.80%Reduce -2.8%66,012,546$673.99M$10.21No quote
42CSCCOMPUTER SCIENCES CORP COM0.77%Reduce -1.3%11,940,636$650.65MNo quoteNo quote
43TVGRUPO TELEVISA SA-SPONS ADR SP ADR REP ORD0.76%Add +0.0%30,664,392$644.57MNo quoteNo quote
44TRVTRAVELERS COS INC/THE COM0.71%Reduce -1.4%11,224,903$605.47M$53.94No quote
45RDSAROYAL DUTCH SHELL PLC-ADR SPONS ADR A0.69%Reduce -1.0%10,173,546$588.64MNo quoteNo quote
46DEODIAGEO PLC-SPONSORED ADR SPON ADR NEW0.69%Add +201.4%8,655,500$583.81M$67.45No quote
47STISUNTRUST BANKS INC COM0.68%Add +4.7%21,621,179$579.23MNo quoteNo quote
48TEFTELEFONICA SA-SPON ADR SPONSORED ADR0.68%Add +0.9%8,051,000$572.43MNo quoteNo quote
49HSBCHSBC HOLDINGS PLC-SPONS ADR SPON ADR NEW0.66%Reduce -0.4%11,095,511$562.43M$50.69No quote
50SLMSLM CORP COM0.66%Reduce -0.1%44,438,467$556.37M$12.52No quote
51WAGWALGREEN CO COM0.63%Add +1.8%14,471,371$536.74MNo quoteNo quote
52ETNEATON CORP COM0.63%Reduce -6.7%7,010,950$531.22M$75.77No quote
53SYMCSYMANTEC CORP COM0.60%Add +1.3%30,033,250$508.16MNo quoteNo quote
54ERICERICSSON (LM) TEL-SP ADR ADR B SEK 100.60%Add +17.7%48,546,290$506.34MNo quoteNo quote
55BMCBMC SOFTWARE INC COM0.59%Reduce -0.7%13,086,878$497.3MNo quoteNo quote
56CFNCAREFUSION CORP COM0.58%Reduce -0.9%18,686,528$493.89MNo quoteNo quote
57EAELECTRONIC ARTS INC COM0.57%Add +33.2%25,722,857$479.99M$18.66No quote
58SNPSSYNOPSYS INC COM0.56%Add +17.7%21,326,482$477.07M$22.37No quote
59PBIPITNEY BOWES INC COM0.54%Add +0.2%18,804,966$459.78M$24.45No quote
60MMACY'S INC COM0.53%Add +0.1%20,570,555$447.82M$21.77No quote
61MDTMEDTRONIC INC COM0.51%Add +0.5%9,515,477$428.48M$45.03No quote
62USBUS BANCORP COM NEW0.48%Add +1.2%15,598,811$403.7M$25.88No quote
63AEGAEGON N.V.-NY REG SHR NY REGISTRY SH0.46%Add +24.5%56,733,447$386.36M$6.81No quote
64KMXCARMAX INC COM0.45%Reduce -0.8%15,018,908$377.28M$25.12No quote
65TLKTELEKOMUNIK INDONESIA-SP ADR SPONSORED ADR0.44%Reduce -2.6%10,526,347$376.42MNo quoteNo quote
66CPWRCOMPUWARE CORP COM0.44%Reduce -1.3%43,966,389$369.32MNo quoteNo quote
67SCHWSCHWAB (CHARLES) CORP COM0.42%New18,829,000$351.91M$18.69No quote
68NOKNOKIA CORP-SPON ADR SPONSORED ADR0.41%Add +0.4%22,321,450$346.88M$15.54No quote
69HTHIYHITACHI LTD -SPONS ADR ADR 10 COM0.40%Reduce -1.1%9,208,340$342.46MNo quoteNo quote
70CATCATERPILLAR INC COM0.37%Reduce -6.1%5,006,633$314.67M$62.85No quote
71MOLXAMOLEX INC -CL A CL A0.37%Add +0.5%17,757,419$313.42MNo quoteNo quote
72CDNSCADENCE DESIGN SYS INC COM0.37%Add +1.0%46,989,750$312.95M$6.66No quote
73AOLAOL INC COM0.36%Add +16.7%11,916,091$301.24MNo quoteNo quote
74LMLEGG MASON INC COM0.35%Add +16.9%10,350,624$296.75MNo quoteNo quote
75IPGINTERPUBLIC GROUP OF COS INC COM0.35%Reduce -1.0%35,593,418$296.14MNo quoteNo quote
76UGPULTRAPAR PARTICPAC-SPON ADR SP ADR REP PFD0.35%-6,067,632$293.86MNo quoteNo quote
77PBR/APETROLEO BRASILEIRO-SPON ADR SP ADR NON VTGCUSIP 71654V1010.34%Add +0.3%7,315,500$289.62MNo quoteNo quote
78NETCNET SERVICOS DE COM-PR ADR SPONSD ADR NEW0.33%Reduce -3.2%21,808,688$282.42MNo quoteNo quote
79LLOEWS CORP COM0.30%Reduce -0.1%6,788,187$253.06M$37.28No quote
80TIGOMILLICOM INTL CELLULAR S.A. SHS NEW0.29%-2,787,494$248.51M$89.15No quote
81DISHDISH NETWORK CORP-A CL A0.29%Reduce -0.9%11,620,987$241.95MNo quoteNo quote
82HMCHONDA MOTOR CO LTD-SPONS ADR AMERN SHS0.27%Reduce -38.1%6,500,534$229.4MNo quoteNo quote
83GNWGENWORTH FINANCIAL INC-CL A COM CL A0.25%Reduce -1.3%11,558,400$211.98MNo quoteNo quote
84RDSBROYAL DUTCH SHELL PLC-ADR SPON ADR B0.25%Reduce -8.4%3,812,872$210.97MNo quoteNo quote
85VMCVULCAN MATERIALS CO COM0.21%Reduce -0.1%3,782,723$178.7M$47.24No quote
86UFSDOMTAR CORP COM0.21%Reduce -5.5%2,771,100$178.49MNo quoteNo quote
87LBTYKLIBERTY GLOBAL INC-SERIES C COM SER C0.21%Reduce -0.8%6,054,371$174.91M$28.89No quote
8825490ADIRECTV-CLASS A COM0.19%Reduce -2.2%4,831,844$163.37MNo quoteNo quote
89LBTYALIBERTY GLOBAL INC-A COM SER A0.19%Add +7.7%5,490,282$160.1M$29.16No quote
90CSCREDIT SUISSE GROUP-SPON ADR SPONSORED ADR0.18%Reduce -3.4%3,006,487$154.47MNo quoteNo quote
91PHGPHILIPS ELECTRONICS-NY SHR NY REG SH NEW0.16%Reduce -12.3%4,340,170$138.97M$32.02No quote
92ADSKAUTODESK INC COM0.12%Reduce -0.7%3,466,443$101.98M$29.42No quote
93IBNICICI BANK LTD-SPON ADR ADR0.10%Reduce -57.0%1,928,300$82.34M$42.70No quote
94MOLXMOLEX INC COM0.09%Reduce -0.9%3,855,377$80.42MNo quoteNo quote
95-BOSTON PROPERT 2.875 NOTE 2.875% 2/1CUSIP 10112RAK00.06%Reduce -10.0%47,625,000$47.45MNo quoteNo quote
96UNPUNION PACIFIC CORP COM0.04%Reduce -9.6%433,148$31.75M$73.30No quote
97LSTZALIBERTY MEDIA-STARZ SERIES A LIB STAR COM A0.03%Reduce -0.8%520,608$28.47MNo quoteNo quote
98IBMINTL BUSINESS MACHINES CORP COM0.03%Reduce -2.3%174,396$22.37M$128.25No quote
99XOMEXXON MOBIL CORP COM0.02%Reduce -4.2%254,976$17.08M$66.98No quote
100DNBDUN & BRADSTREET CORP COM0.02%Add +3368.9%214,207$15.94MNo quoteNo quote
101TGTTARGET CORP COM0.02%Reduce -3.2%280,815$14.77M$52.60No quote
102PGPROCTER & GAMBLE CO/THE COM0.02%Reduce -0.2%225,425$14.26M$63.27No quote
103CBCHUBB CORP COM0.02%Reduce -6.2%271,263$14.07M$51.85No quote
104TMOTHERMO FISHER SCIENTIFIC INC COM0.02%Reduce -83.0%262,922$13.53M$51.44No quote
105CAHCARDINAL HEALTH INC COM0.02%Reduce -93.6%372,551$13.42M$36.03No quote
106MCDMCDONALD'S CORP COM0.02%Reduce -21.0%199,028$13.28M$66.72No quote
107AXPAMERICAN EXPRESS CO COM0.01%Reduce -2.6%290,785$12M$41.26No quote
108COPCONOCOPHILLIPS COM0.01%Reduce -15.9%174,460$8.93M$51.17No quote
109BPBP PLC-SPONS ADR SPONSORED ADR0.01%Reduce -1.4%121,450$6.93M$57.07No quote
110GPCGENUINE PARTS CO COM0.01%Reduce -22.8%158,882$6.71M$42.24No quote
111UNUNILEVER N V -NY SHARES N Y SHS NEW0.01%Reduce -24.2%193,433$5.83MNo quoteNo quote
112BMYBRISTOL-MYERS SQUIBB CO COM0.01%Reduce -58.1%202,512$5.41M$26.70No quote
113RIORIO TINTO PLC-SPON ADR SPONSORED ADR0.01%Reduce -6.0%18,775$4.45M$236.75No quote
114JPMJPMORGAN CHASE & CO COM0.01%Reduce -0.1%98,988$4.43M$44.75No quote
115ABTABBOTT LABORATORIES COM0.00%Reduce -0.9%78,657$4.14M$52.68No quote
116JNJJOHNSON & JOHNSON COM0.00%Reduce -3.0%58,781$3.83M$65.21No quote
117GPSGAP INC/THE COM0.00%Reduce -13.2%160,030$3.7MNo quoteNo quote
118DUKDUKE ENERGY CORP COM0.00%Reduce -5.4%224,569$3.67MNo quoteNo quote
119BRK/BBERKSHIRE HATHAWAY INC-CL B CL BCUSIP 0846707020.00%New42,840$3.48MNo quoteNo quote
120NUENUCOR CORP COM0.00%-74,900$3.4M$45.38No quote
121MMM3M CO COM0.00%Add +0.3%39,961$3.34M$83.58No quote
122DEDEERE & CO COM0.00%Reduce -1.8%53,608$3.19M$59.47No quote
123CICIGNA CORP COM0.00%Reduce -2.8%79,698$2.92M$36.58No quote
124BDXBECTON DICKINSON AND CO COM0.00%-33,650$2.65M$78.72No quote
125DDDU PONT (E.I.) DE NEMOURS COM0.00%Add +0.7%61,033$2.27M$37.24No quote
126KOCOCA-COLA CO/THE COM0.00%-38,292$2.11M$55.00No quote
127APCANADARKO PETROLEUM CORP COM0.00%Reduce -3.5%28,698$2.09MNo quoteNo quote
128PNCPNC FINANCIAL SERVICES GROUP COM0.00%Reduce -3.8%33,267$1.99M$59.70No quote
129STTSTATE STREET CORP COM0.00%Reduce -97.7%43,900$1.98M$45.15No quote
130AAALCOA INC COM0.00%Reduce -22.3%134,201$1.91M$14.24No quote
131PMPHILIP MORRIS INTERNATIONAL COM0.00%Reduce -1.3%30,224$1.58M$52.14No quote
132LLYELI LILLY & CO COM0.00%Reduce -0.7%42,435$1.54M$36.22No quote
133SIALSIGMA-ALDRICH COM0.00%-28,100$1.51MNo quoteNo quote
134PPGPPG INDUSTRIES INC COM0.00%-22,800$1.49M$65.39No quote
135FPLFPL GROUP INC COM0.00%Add +7.0%30,699$1.48MNo quoteNo quote
136TDCTERADATA CORP COM0.00%Reduce -24.0%50,750$1.47M$28.89No quote
137VFCVF CORP COM0.00%-17,775$1.43M$80.17No quote
138AVPAVON PRODUCTS INC COM0.00%Reduce -52.4%40,100$1.36MNo quoteNo quote
139APDAIR PRODUCTS & CHEMICALS INC COM0.00%-16,750$1.24M$73.97No quote
140ADBEADOBE SYSTEMS INC COM0.00%Reduce -62.6%33,000$1.17M$35.36No quote
141DISWALT DISNEY CO/THE COM DISNEY0.00%-32,641$1.14M$34.89No quote
142CMCSKCOMCAST CORP-SPECIAL CL A CL A SPL0.00%Reduce -4.8%61,213$1.1MNo quoteNo quote
143FLRFLUOR CORP COM0.00%Reduce -3.4%22,658$1.05M$46.52No quote
144CLCOLGATE-PALMOLIVE CO COM0.00%-12,000$1.02M$85.25No quote
145MASMASCO CORP COM0.00%Reduce -61.9%60,763$943K$15.52No quote
146EQREQUITY RESIDENTIAL SH BEN INT0.00%Reduce -19.9%22,100$865K$39.14No quote
147AEPAMERICAN ELECTRIC POWER COM0.00%Reduce -25.0%23,380$799K$34.17No quote
148PEPPEPSICO INC COM0.00%Add +4.5%11,645$770K$66.12No quote
149KMBKIMBERLY-CLARK CORP COM0.00%-12,175$766K$62.92No quote
150NSCNORFOLK SOUTHERN CORP COM0.00%Reduce -6.9%13,450$752K$55.91No quote
151MMCMARSH & MCLENNAN COS COM0.00%-30,300$740KNo quoteNo quote
152WLYWILEY (JOHN) & SONS -CL A CL A0.00%-17,000$736KNo quoteNo quote
153BRK/ABERKSHIRE HATHAWAY INC-CL A CL ACUSIP 0846701080.00%-6$731KNo quoteNo quote
154HONHONEYWELL INTERNATIONAL INC COM0.00%Reduce -6.9%15,813$716K$45.28No quote
155SESPECTRA ENERGY CORP COM0.00%Reduce -1.1%30,102$678K$22.52No quote
156HESHESS CORP COM0.00%Reduce -18.8%10,827$677KNo quoteNo quote
157MOALTRIA GROUP INC COM0.00%-31,626$649K$20.52No quote
158MCOMOODY'S CORP COM0.00%-21,100$628K$29.76No quote
159DDOMINION RESOURCES INC/VA COM0.00%-13,448$553K$41.12No quote
160GISGENERAL MILLS INC COM0.00%-7,300$517K$70.82No quote
161ECAENCANA CORP COM0.00%-16,340$507KNo quoteNo quote
162PHPARKER HANNIFIN CORP COM0.00%Reduce -4.8%7,821$506K$64.70No quote
163PXPRAXAIR INC COM0.00%-6,000$498KNo quoteNo quote
164TAT&T INC COM0.00%Reduce -2.5%19,114$494K$25.84No quote
165FEFIRSTENERGY CORP COM0.00%Reduce -17.3%12,400$485K$39.11No quote
166SYKSTRYKER CORP COM0.00%Add +3.8%8,300$475K$57.23No quote
167CVECENOVUS ENERGY INC COM0.00%Reduce -1.6%17,147$449K$26.19No quote
168EMREMERSON ELECTRIC CO COM0.00%-8,800$443K$50.34No quote
169NTRSNORTHERN TRUST CORP COM0.00%-8,000$442K$55.25No quote
171GLWCORNING INC COM0.00%-21,400$432K$20.19No quote
170BAXBAXTER INTERNATIONAL INC COM0.00%-7,428$432K$58.16No quote
172UTXUNITED TECHNOLOGIES CORP COM0.00%-5,592$412KNo quoteNo quote
173BACBANK OF AMERICA CORP COM0.00%Reduce -6.6%22,732$406K$17.86No quote
174WECWISCONSIN ENERGY CORP COM0.00%-7,900$390K$49.37No quote
175TXNTEXAS INSTRUMENTS INC COM0.00%Reduce -5.9%15,865$388K$24.46No quote
176HALHALLIBURTON CO COM0.00%-12,600$380K$30.16No quote
177PGNPROGRESS ENERGY INC COM0.00%Reduce -9.5%9,550$376KNo quoteNo quote
178KFTKRAFT FOODS INC-CLASS A CL A0.00%Reduce -17.7%11,840$358KNo quoteNo quote
179WHRWHIRLPOOL CORP COM0.00%-3,750$327K$87.20No quote
180NKENIKE INC -CL B CL B0.00%-4,000$294K$73.50No quote
181ISRGINTUITIVE SURGICAL INC COM NEW0.00%-800$279K$348.75No quote
182APOLAPOLLO GROUP INC-CL A CL A0.00%Reduce -32.0%4,250$260KNo quoteNo quote
183EXPDEXPEDITORS INTL WASH INC COM0.00%Reduce -12.5%7,000$258K$36.86No quote
184VYXNCR CORPORATION COM0.00%Reduce -48.5%18,100$250K$13.81No quote
185AMPAMERIPRISE FINANCIAL INC COM0.00%Reduce -33.8%5,162$234K$45.33No quote
186AGNALLERGAN INC COM0.00%-3,564$233KNo quoteNo quote
187ADPAUTOMATIC DATA PROCESSING COM0.00%New5,220$232K$44.44No quote
189PBRPETROLEO BRASILEIRO S.A.-ADR SPONSORED ADR0.00%Reduce -38.5%4,956$220K$44.39No quote
188ECLECOLAB INC COM0.00%-5,000$220K$44.00No quote
190AOCAON CORP COM0.00%Reduce -30.2%5,077$217KNo quoteNo quote
191VZVERIZON COMMUNICATIONS INC COM0.00%-6,900$214K$31.01No quote
197WTMWHITE MOUNTAINS INSURANCE GP COM-Sold0$0No quoteNo quote
196WYWEYERHAEUSER CO COM-Sold0$0No quoteNo quote
195UNMUNUM GROUP COM-Sold0$0No quoteNo quote
194MSFTMICROSOFT CORP COM-Sold0$0No quoteNo quote
193RXIMS HEALTH INC COM-Sold0$0No quoteNo quote
192BRKBBERKSHIRE HATHAWAY INC-CL B CL B-Sold0$0No quoteNo quote