Skip to main content
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.

Get email alerts when Dodge & Cox files a new 13F — sign in or create a free account.

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 116 of 166 rows. Rows without a quote are marked unavailable.

1HPQHEWLETT-PACKARD CO COM4.80%Add +4.6%163,834,221$3.91B$23.84No quote
2NVSNOVARTIS AG-ADR SPONSORED ADR4.16%Reduce -1.9%47,505,272$3.38B$71.24No quote
3GSKGLAXOSMITHKLINE PLC-SPON ADR SPONSORED ADR3.61%Reduce -1.1%62,617,647$2.94B$46.91No quote
4WFCWELLS FARGO & CO COM3.41%Reduce -1.8%75,101,966$2.78B$36.99No quote
5CMCSACOMCAST CORP-CLASS A CL A3.32%Reduce -11.3%64,242,735$2.7B$42.01No quote
6COFCAPITAL ONE FINANCIAL CORP COM3.28%Add +0.1%48,608,415$2.67B$54.95No quote
7SLBSCHLUMBERGER LTD COM3.15%Reduce -1.6%34,238,544$2.56B$74.89No quote
8TWXTIME WARNER INC COM NEW2.93%Reduce -2.9%41,332,138$2.38BNo quoteNo quote
9SNYSANOFI-ADR SPONSORED ADR2.80%Reduce -3.4%44,670,455$2.28B$51.08No quote
10MRKMERCK & CO. INC. COM2.79%Reduce -2.3%51,265,946$2.27B$44.23No quote
11MSFTMICROSOFT CORP COM2.74%Add +14.6%78,067,804$2.23B$28.61No quote
12GEGENERAL ELECTRIC CO COM2.69%Reduce -3.0%94,657,909$2.19B$23.12No quote
13SSPRINT NEXTEL CORP COM SER 12.67%Add +9.5%350,295,874$2.18BNo quoteNo quote
14PFEPFIZER INC COM2.47%Reduce -2.1%69,759,556$2.01B$28.86No quote
15NWSANEWS CORP-CL A CL A2.45%Reduce -11.6%65,428,409$2B$30.52No quote
16FDXFEDEX CORP COM2.09%Reduce -3.2%17,359,875$1.7B$98.20No quote
17GSGOLDMAN SACHS GROUP INC COM2.09%Reduce -3.7%11,577,375$1.7B$147.15No quote
18BKBANK OF NEW YORK MELLON CORP COM2.08%Reduce -2.1%60,547,154$1.69B$27.99No quote
19SCHWSCHWAB (CHARLES) CORP COM2.05%Reduce -1.4%94,347,657$1.67B$17.69No quote
20TWCTIME WARNER CABLE COM1.93%Add +13.4%16,353,688$1.57BNo quoteNo quote
21SYMCSYMANTEC CORP COM1.92%Add +8.6%63,464,717$1.57BNo quoteNo quote
22BACBANK OF AMERICA CORP COM1.91%Reduce -2.3%127,482,788$1.55B$12.18No quote
23TELTE CONNECTIVITY LTD REG SHS1.85%Reduce -1.2%36,000,029$1.51B$41.93No quote
24BHIBAKER HUGHES INC COM1.43%Reduce -0.8%25,083,169$1.16BNo quoteNo quote
25CVXCHEVRON CORP COM1.32%Add +42.5%9,041,006$1.07B$118.82No quote
26GOOGLGOOGLE INC-CL A CL A1.27%Add +39.1%1,303,140$1.03B$794.03No quote
27WMTWAL-MART STORES INC COM1.27%Reduce -3.9%13,784,344$1.03B$74.83No quote
28ADBEADOBE SYSTEMS INC COM1.24%Reduce -1.3%23,102,925$1.01B$43.51No quote
29XRXXEROX CORP COM1.22%Reduce -0.4%114,981,793$988.84M$8.60No quote
30DOWDOW CHEMICAL CO/THE COM1.17%Reduce -0.1%29,788,219$948.46M$31.84No quote
31OXYOCCIDENTAL PETROLEUM CORP COM1.15%Reduce -23.7%11,990,361$939.69M$78.37No quote
32NTAPNETAPP INC COM1.08%Add +1.8%25,768,303$880.25M$34.16No quote
33RDSAROYAL DUTCH SHELL PLC-ADR SPONS ADR A0.98%Add +3.4%12,273,437$799.74MNo quoteNo quote
34BSXBOSTON SCIENTIFIC CORP COM0.92%Reduce -1.6%95,996,823$749.74M$7.81No quote
35SNPSSYNOPSYS INC COM0.90%Reduce -1.9%20,393,011$731.7M$35.88No quote
36CSCCOMPUTER SCIENCES CORP COM0.87%Reduce -4.1%14,427,567$710.27MNo quoteNo quote
37CECELANESE CORP-SERIES A COM SER A0.87%Reduce -2.5%16,064,570$707.64M$44.05No quote
38VODVODAFONE GROUP PLC-SP ADR SPONS ADR NEW0.82%Reduce -3.0%23,430,538$665.66MNo quoteNo quote
39EBAYEBAY INC COM0.78%Reduce -38.8%11,767,391$638.03M$54.22No quote
40AEGAEGON N.V.-NY REG SHR NY REGISTRY SH0.78%Reduce -1.0%105,123,115$631.79M$6.01No quote
41BBTBB&T CORP COM0.75%Reduce -3.8%19,504,315$612.24MNo quoteNo quote
42DOXAMDOCS LTD ORD0.72%Add +1.2%16,189,919$586.89M$36.25No quote
43METMETLIFE INC COM0.72%Reduce -0.7%15,329,500$582.83M$38.02No quote
44BMCBMC SOFTWARE INC COM0.71%Reduce -1.1%12,543,695$581.15MNo quoteNo quote
45TVGRUPO TELEVISA SA-SPON ADR SPON ADR REP O0.69%Add +2.8%21,242,992$565.28MNo quoteNo quote
46QVCALIBERTY INTERACTIVE CORP-A INT COM SER A0.68%Reduce -3.5%26,063,108$557.23MNo quoteNo quote
47JPMJPMORGAN CHASE & CO COM0.67%Add +7.5%11,562,252$548.74M$47.46No quote
48STISUNTRUST BANKS INC COM0.66%Reduce -4.8%18,538,091$534.08MNo quoteNo quote
49GLWCORNING INC COM0.62%Add +10.9%37,725,968$502.89M$13.33No quote
50PHGPHILIPS ELECTRONICS-NY SHR NY REG SH NEW0.61%Reduce -4.9%16,921,036$500.02M$29.55No quote
51VMCVULCAN MATERIALS CO COM0.59%Reduce -11.5%9,268,485$479.18M$51.70No quote
52HSBCHSBC HOLDINGS PLC-SPONS ADR SPON ADR NEW0.58%Reduce -1.2%8,791,051$468.92M$53.34No quote
53MDTMEDTRONIC INC COM0.57%Reduce -4.1%9,936,393$466.61M$46.96No quote
54TYCTYCO INTERNATIONAL LTD SHS0.57%Reduce -1.4%14,399,725$460.79MNo quoteNo quote
55MXIMMAXIM INTEGRATED PRODUCTS COM0.55%Reduce -21.2%13,618,864$444.66MNo quoteNo quote
56DISHDISH NETWORK CORP-A CL A0.54%Reduce -2.9%11,672,634$442.39MNo quoteNo quote
57MHPMCGRAW-HILL COMPANIES INC COM0.54%Add +15.5%8,372,665$436.05MNo quoteNo quote
58PBR/APETROLEO BRASILEIRO-SPON ADR SP ADR NON VTGCUSIP 71654V1010.53%Add +11.6%23,654,700$429.33MNo quoteNo quote
59NOKNOKIA CORP-SPON ADR SPONSORED ADR0.50%Add +26.1%123,511,531$405.12M$3.28No quote
60ULUNILEVER PLC-SPONSORED ADR SPON ADR NEW0.49%Reduce -3.5%9,483,506$400.58M$42.24No quote
61MOLXAMOLEX INC -CL A CL A0.48%Reduce -1.0%16,257,241$392.13MNo quoteNo quote
62GNWGENWORTH FINANCIAL INC-CL A COM CL A0.44%Reduce -1.9%35,476,097$354.76MNo quoteNo quote
63CICIGNA CORP COM0.42%Add +314.4%5,513,237$343.86M$62.37No quote
64KMXCARMAX INC COM0.41%Reduce -2.8%8,022,168$334.52M$41.70No quote
65ADTADT CORP/THE COM0.40%Reduce -1.2%6,731,608$329.45M$48.94No quote
66AOLAOL INC COM0.40%Reduce -6.0%8,412,466$323.8MNo quoteNo quote
67PCRFYPANASONIC CORP-SPON ADR ADR0.39%Reduce -3.0%43,423,053$318.29MNo quoteNo quote
68JCPJ.C. PENNEY CO INC COM0.38%Add +1.2%20,472,393$309.34MNo quoteNo quote
69CPWRCOMPUWARE CORP COM0.36%Reduce -6.9%23,120,687$289.01MNo quoteNo quote
70CDNSCADENCE DESIGN SYS INC COM0.35%Reduce -3.4%20,309,625$282.91M$13.93No quote
71HMCHONDA MOTOR CO LTD-SPONS ADR AMERN SHS0.32%-6,767,200$258.91MNo quoteNo quote
72DEODIAGEO PLC-SPONSORED ADR SPON ADR NEW0.31%Reduce -0.4%2,036,167$256.23M$125.84No quote
73LBTYKLIBERTY GLOBAL INC-SERIES C COM SER C0.30%Reduce -26.6%3,608,571$247.66M$68.63No quote
74DELLDELL INC COM0.28%Reduce -32.5%16,187,800$231.97M$14.33No quote
75LBTYALIBERTY GLOBAL INC-A COM SER A0.23%Reduce -33.4%2,501,605$183.62M$73.40No quote
76NVRNVR INC COM0.16%Reduce -2.1%124,265$134.22M$1080.11No quote
77UFSDOMTAR CORP COM NEW0.15%Add +8.5%1,525,430$118.4MNo quoteNo quote
78MOLXMOLEX INC COM0.10%Reduce -2.3%2,839,727$83.15MNo quoteNo quote
79AMGNAMGEN INC COM0.06%Reduce -38.3%473,372$48.53M$102.51No quote
80PBIPITNEY BOWES INC COM0.04%Reduce -3.2%2,397,024$35.62M$14.86No quote
81IBMINTL BUSINESS MACHINES CORP COM0.04%Reduce -1.0%137,666$29.36M$213.30No quote
82HDHOME DEPOT INC COM0.04%Reduce -21.2%407,988$28.47M$69.78No quote
83UNPUNION PACIFIC CORP COM0.03%Reduce -1.6%188,171$26.8M$142.41No quote
84TRVTRAVELERS COS INC/THE COM0.03%Reduce -1.4%305,975$25.76M$84.19No quote
85CSCREDIT SUISSE GROUP-SPON ADR SPONSORED ADR0.03%Reduce -82.1%870,848$22.82MNo quoteNo quote
86ERICERICSSON (LM) TEL-SP ADR ADR B SEK 100.03%Reduce -0.6%1,665,824$20.99MNo quoteNo quote
87XOMEXXON MOBIL CORP COM0.02%Reduce -0.7%179,303$16.16M$90.11No quote
88AXPAMERICAN EXPRESS CO COM0.02%-229,153$15.46M$67.46No quote
89TGTTARGET CORP COM0.02%Reduce -0.6%205,793$14.09M$68.45No quote
90PGPROCTER & GAMBLE CO/THE COM0.02%Reduce -0.6%180,570$13.92M$77.06No quote
91CBCHUBB CORP COM0.02%Reduce -0.3%144,679$12.66M$87.53No quote
92USBUS BANCORP COM NEW0.01%Reduce -12.2%324,484$11.01M$33.93No quote
93TMOTHERMO FISHER SCIENTIFIC INC COM0.01%Reduce -9.3%103,802$7.94M$76.49No quote
94COVCOVIDIEN PLC SHS0.01%Reduce -2.4%115,117$7.81MNo quoteNo quote
95MCDMCDONALD'S CORP COM0.01%Reduce -6.2%77,478$7.72M$99.69No quote
96CATCATERPILLAR INC COM0.01%Reduce -0.2%74,112$6.45M$86.98No quote
97MSIMOTOROLA SOLUTIONS INC COM NEW0.01%Reduce -26.6%79,838$5.11M$64.03No quote
98DISWALT DISNEY CO/THE COM DISNEY0.01%Reduce -18.9%85,765$4.87M$56.79No quote
99CMCSKCOMCAST CORP-SPECIAL CL A CL A SPL0.01%Reduce -32.4%104,261$4.13MNo quoteNo quote
100UNUNILEVER N V -NY SHARES N Y SHS NEW0.00%-89,217$3.66MNo quoteNo quote
101MMM3M CO COM0.00%Reduce -0.6%33,074$3.52M$106.31No quote
102NUENUCOR CORP COM0.00%-72,400$3.34M$46.15No quote
103BMYBRISTOL-MYERS SQUIBB CO COM0.00%-80,121$3.3M$41.19No quote
104JNJJOHNSON & JOHNSON COM0.00%Reduce -0.5%39,125$3.19M$81.53No quote
105COPCONOCOPHILLIPS COM0.00%-49,488$2.97M$60.10No quote
106GPCGENUINE PARTS CO COM0.00%Reduce -0.3%37,602$2.93M$78.00No quote
107DEDEERE & CO COM0.00%Reduce -1.2%32,034$2.75M$85.97No quote
108DDDU PONT (E.I.) DE NEMOURS COM0.00%-46,223$2.27M$49.15No quote
109LLYELI LILLY & CO COM0.00%-36,060$2.05M$56.79No quote
110PMPHILIP MORRIS INTERNATIONAL COM0.00%-21,710$2.01M$92.72No quote
111PNCPNC FINANCIAL SERVICES GROUP COM0.00%-30,200$2.01M$66.49No quote
112BDXBECTON DICKINSON AND CO COM0.00%Reduce -1.0%20,480$1.96M$95.61No quote
113DUKDUKE ENERGY CORP COM NEW0.00%Reduce -24.1%26,914$1.95MNo quoteNo quote
114BRK/BBERKSHIRE HATHAWAY INC-CL B CL B NEWCUSIP 0846707020.00%-17,550$1.83MNo quoteNo quote
115SIALSIGMA-ALDRICH COM0.00%-22,000$1.71MNo quoteNo quote
116ETNEATON CORP PLC SHS0.00%Reduce -15.5%27,350$1.68M$61.24No quote
117RIORIO TINTO PLC-SPON ADR SPONSORED ADR0.00%Reduce -1.2%33,812$1.59M$47.08No quote
118ABBVABBVIE INC COM0.00%New37,865$1.54M$40.78No quote
119KOCOCA-COLA CO/THE COM0.00%Reduce -1.8%35,842$1.45M$40.43No quote
120ABTABBOTT LABORATORIES COM0.00%Reduce -0.4%37,865$1.34M$35.31No quote
121HONHONEYWELL INTERNATIONAL INC COM0.00%Reduce -0.3%17,398$1.31M$75.35No quote
122PPGPPG INDUSTRIES INC COM0.00%-9,000$1.21M$133.89No quote
123NEENEXTERA ENERGY INC COM0.00%-14,799$1.15M$77.71No quote
124CXCEMEX SAB-SPONS ADR PART CER SPON ADR NEW0.00%Reduce -99.7%93,555$1.14M$12.21No quote
125AAPLAPPLE INC COM0.00%Add +9.9%2,218$982K$442.74No quote
126APCANADARKO PETROLEUM CORP COM0.00%Reduce -8.4%10,964$959KNo quoteNo quote
127LMLEGG MASON INC COM0.00%Reduce -98.5%29,700$955KNo quoteNo quote
128APDAIR PRODUCTS & CHEMICALS INC COM0.00%-10,950$954K$87.12No quote
129MOALTRIA GROUP INC COM0.00%-25,210$867K$34.39No quote
130SONYSONY CORP-SPONSORED ADR ADR NEW0.00%Reduce -99.6%49,265$857K$17.40No quote
131LLOEWS CORP COM0.00%Reduce -20.5%19,400$855K$44.07No quote
132CTXSCITRIX SYSTEMS INC COM0.00%-11,726$846KNo quoteNo quote
133CLCOLGATE-PALMOLIVE CO COM0.00%Reduce -36.4%7,000$826K$118.00No quote
134BRK/ABERKSHIRE HATHAWAY INC-CL A CL ACUSIP 0846701080.00%-5$781KNo quoteNo quote
135MMACY'S INC COM0.00%Reduce -12.3%17,772$744K$41.86No quote
136TAT&T INC COM0.00%Reduce -3.4%19,620$720K$36.70No quote
137STTSTATE STREET CORP COM0.00%Reduce -0.8%12,100$715K$59.09No quote
138PEPPEPSICO INC COM0.00%-8,445$668K$79.10No quote
139FLRFLUOR CORP COM0.00%-9,005$597K$66.30No quote
140NSCNORFOLK SOUTHERN CORP COM0.00%-7,397$570K$77.06No quote
141GISGENERAL MILLS INC COM0.00%-11,200$552K$49.29No quote
142HESHESS CORP COM0.00%-6,812$488KNo quoteNo quote
144PHPARKER HANNIFIN CORP COM0.00%-4,960$454K$91.53No quote
143DNBDUN & BRADSTREET CORP COM0.00%-5,425$454KNo quoteNo quote
145KMBKIMBERLY-CLARK CORP COM0.00%-4,083$400K$97.97No quote
146AGNALLERGAN INC COM0.00%-3,564$398KNo quoteNo quote
147DDOMINION RESOURCES INC/VA COM0.00%Reduce -5.6%6,690$389K$58.15No quote
148HALHALLIBURTON CO COM0.00%-9,500$384K$40.42No quote
149VFCVF CORP COM0.00%-2,265$380K$167.77No quote
150MDLZMONDELEZ INTERNATIONAL INC-A CL A0.00%-11,840$362K$30.57No quote
151PSXPHILLIPS 66 COM0.00%-5,100$357K$70.00No quote
152VZVERIZON COMMUNICATIONS INC COM0.00%-6,500$319K$49.08No quote
154WAGWALGREEN CO COM0.00%Reduce -5.8%6,469$308KNo quoteNo quote
153AMPAMERIPRISE FINANCIAL INC COM0.00%-4,182$308K$73.65No quote
155AETAETNA INC COM0.00%-6,000$307KNo quoteNo quote
156PCGP G & E CORP COM0.00%-6,382$284K$44.50No quote
157WLPWELLPOINT INC COM0.00%-4,000$265KNo quoteNo quote
158BAXBAXTER INTERNATIONAL INC COM0.00%-3,582$260K$72.59No quote
159ALLALLSTATE CORP COM0.00%-5,280$259K$49.05No quote
160MCOMOODY'S CORP COM0.00%-4,300$229K$53.26No quote
161AAGILENT TECHNOLOGIES INC COM0.00%-5,303$223K$42.05No quote
162KRFTKRAFT FOODS GROUP INC COM0.00%New3,946$203KNo quoteNo quote
163IPGINTERPUBLIC GROUP OF COS INC COM0.00%Reduce -29.2%12,600$164KNo quoteNo quote
166WLYWILEY (JOHN) & SONS-CLASS A CL A-Sold0$0No quoteNo quote
165TLKTELEKOMUNIK INDONESIA-SP ADR SPONSORED ADR-Sold0$0No quoteNo quote
164NTRSNORTHERN TRUST CORP COM-Sold0$0No quoteNo quote