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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 193 rows. Rows without a quote are marked unavailable.

1HPQHewlett-Packard Co4.62%Add +12.2%160,770,370$5.01B$31.16No quote
2NVSNovartis AG4.55%Reduce -0.6%50,032,795$4.93B$98.61No quote
3SLBSchlumberger Ltd4.38%Add +22.4%56,942,812$4.75B$83.44No quote
4WFCWells Fargo & Co3.61%Reduce -0.7%71,933,893$3.91B$54.40No quote
5COFCapital One Financial Corp3.40%Add +0.8%46,800,911$3.69B$78.82No quote
6MSFTMicrosoft Corp3.12%Add +1.6%83,350,600$3.39B$40.66No quote
7TWXTime Warner Inc2.91%Reduce -0.3%37,446,403$3.16BNo quoteNo quote
8TWCTime Warner Cable Inc2.69%Add +0.5%19,483,979$2.92BNo quoteNo quote
9SCHWCharles Schwab Corp2.66%Add +1.6%94,671,937$2.88B$30.44No quote
10BKBank of New York Mellon Corp/T2.49%Reduce -0.4%67,054,467$2.7B$40.24No quote
11TELTE Connectivity Ltd2.46%Reduce -3.1%37,218,367$2.67B$71.62No quote
12CMCSAComcast Corp2.40%Reduce -0.9%46,072,436$2.6B$56.47No quote
13WMTWal-Mart Stores Inc2.34%Add +0.4%30,876,839$2.54B$82.25No quote
14BACBank of America Corp2.23%Add +1.7%156,991,569$2.42B$15.39No quote
15GSGoldman Sachs Group Inc/The2.01%Reduce -0.9%11,621,340$2.18B$187.97No quote
16FDXFedEx Corp1.98%Reduce -11.1%13,013,612$2.15B$165.45No quote
17SNYSanofi1.96%Reduce -0.6%43,034,073$2.13B$49.44No quote
18ESRXExpress Scripts Holding Co1.94%Add +25.8%24,221,504$2.1BNo quoteNo quote
19UNHUnitedHealth Group Inc1.84%Add +0.1%16,896,393$2B$118.29No quote
20SYMCSymantec Corp1.83%Add +0.6%85,082,495$1.99BNo quoteNo quote
21APAApache Corp1.73%Add +4.2%31,168,219$1.88B$60.33No quote
22TYCZZZZTyco International Plc1.68%Add +14.5%42,420,144$1.83BNo quoteNo quote
23GOOGGoogle Inc1.62%Add +1.4%3,199,998$1.75B$548.00No quote
24BHIBaker Hughes Inc1.59%Add +12.6%27,187,515$1.73BNo quoteNo quote
25PFEPfizer Inc1.50%Reduce -0.9%46,776,959$1.63B$34.79No quote
26FOXATwenty-First Century Fox Inc1.44%Reduce -0.4%46,037,152$1.56B$33.84No quote
27EBAYeBay Inc1.42%Reduce -2.5%26,706,343$1.54B$57.68No quote
28TGTTarget Corp1.36%Reduce -1.7%17,995,656$1.48B$82.07No quote
29MRKMerck & Co Inc1.35%Reduce -24.3%25,448,977$1.46B$57.48No quote
30JPMJPMorgan Chase & Co1.33%Add +0.6%23,893,905$1.45B$60.58No quote
31METMetLife Inc1.30%Add +38.1%27,886,395$1.41B$50.55No quote
32CVXChevron Corp1.23%Add +0.6%12,731,623$1.34B$104.98No quote
33CICigna Corp1.23%Reduce -0.3%10,315,208$1.34B$129.44No quote
34GLWCorning Inc1.17%Reduce -3.8%55,821,375$1.27B$22.68No quote
35NTAPNetApp Inc1.14%Add +5.6%34,947,736$1.24B$35.46No quote
36BIDUBaidu Inc1.11%Add +53.2%5,790,087$1.21B$208.40No quote
37ADTADT Corp/The1.05%Reduce -1.7%27,414,014$1.14B$41.52No quote
38EMCEMC Corp/MA1.03%Add +5.7%43,825,013$1.12BNo quoteNo quote
39GSKGlaxoSmithKline PLC1.00%Reduce -2.2%23,436,551$1.08B$46.15No quote
40BBTBB&T Corp0.97%Reduce -0.5%26,890,303$1.05BNo quoteNo quote
41SNPSSynopsys Inc0.91%Reduce -0.4%21,222,723$983.04M$46.32No quote
42GEGeneral Electric Co0.87%Reduce -1.9%38,032,872$943.6M$24.81No quote
43WFTWeatherford International PLC0.85%Reduce -0.1%74,927,277$921.61MNo quoteNo quote
44DHRDanaher Corp0.84%Add +7.5%10,724,501$910.51M$84.90No quote
45LBTYKLiberty Global PLC0.82%Add +7.7%17,776,647$885.46M$49.81No quote
46CECelanese Corp0.81%Reduce -0.6%15,639,131$873.6M$55.86No quote
47MXIMMaxim Integrated Products Inc0.80%Reduce -2.3%24,863,127$865.49MNo quoteNo quote
48AEGAegon NV0.76%Add +0.0%104,369,216$827.65M$7.93No quote
49DISHDISH Network Corp0.75%Add +0.3%11,541,130$808.57MNo quoteNo quote
50CSCOCisco Systems Inc0.73%Add +3.5%28,655,978$788.76M$27.52No quote
51TVGrupo Televisa SAB0.70%Reduce -0.0%22,943,922$757.38MNo quoteNo quote
52NOVNational Oilwell Varco Inc0.67%Add +2.1%14,572,351$728.47M$49.99No quote
53GOOGLGoogle Inc0.66%Reduce -0.3%1,296,823$719.35M$554.70No quote
54COHCoach Inc0.66%Reduce -1.3%17,259,611$715.07MNo quoteNo quote
55MDTMedtronic PLC0.63%New8,696,577$678.25M$77.99No quote
56STISunTrust Banks Inc0.62%Reduce -1.5%16,319,769$670.58MNo quoteNo quote
57QVCALiberty Interactive Corp0.59%Reduce -0.7%22,074,162$644.35MNo quoteNo quote
58LBTYALiberty Global PLC0.55%Add +5.2%11,630,605$598.63M$51.47No quote
59SSprint Corp0.51%Add +21.2%117,394,003$556.45MNo quoteNo quote
60RDSARoyal Dutch Shell PLC0.51%Add +8.7%9,193,530$548.39MNo quoteNo quote
61AOLAOL Inc0.43%Reduce -0.5%11,717,432$464.13MNo quoteNo quote
62KMXCarMax Inc0.42%Reduce -10.9%6,678,921$460.91M$69.01No quote
63PBR/APetroleo Brasileiro SACUSIP 71654V1010.42%Add +16.4%74,578,000$454.18MNo quoteNo quote
64JNPRJuniper Networks Inc0.37%Add +18.9%17,650,209$398.54MNo quoteNo quote
65PHGKoninklijke Philips NV0.33%Reduce -3.3%12,711,146$360.23M$28.34No quote
66CDNSCadence Design Systems Inc0.28%Reduce -4.1%16,534,200$304.89M$18.44No quote
67TECKTeck Resources Ltd0.28%New22,071,213$303.04M$13.73No quote
68NOKNokia OYJ0.21%Reduce -6.8%30,548,266$231.56M$7.58No quote
69EDUNew Oriental Education & Techn0.21%Add +58.0%10,282,429$227.96M$22.17No quote
70HMCHonda Motor Co Ltd0.20%-6,759,200$221.43MNo quoteNo quote
71TIMETime Inc0.17%Add +2.9%8,273,369$185.65MNo quoteNo quote
72NWSANews Corp0.14%Reduce -1.2%9,629,952$154.18M$16.01No quote
73NVRNVR Inc0.13%Reduce -0.6%107,426$142.73M$1328.66No quote
74DNOWNOW Inc0.07%Reduce -1.3%3,278,568$70.95M$21.64No quote
75DOWDow Chemical Co0.03%Reduce -11.2%693,433$33.27M$47.98No quote
76UNPUnion Pacific Corp0.03%Reduce -4.5%306,235$33.17M$108.31No quote
77ADBEAdobe Systems Inc0.02%Reduce -26.3%359,325$26.57M$73.94No quote
78ERICEricsson0.02%Reduce -0.7%2,107,934$26.46MNo quoteNo quote
79TRVTravelers Cos Inc/The0.02%Reduce -4.1%223,807$24.2M$108.13No quote
80CSCredit Suisse Group AG0.02%Add +3.7%836,882$22.54MNo quoteNo quote
81IBMIBM0.02%Reduce -2.6%118,202$18.97M$160.50No quote
82ULUnilever PLC0.02%Reduce -12.6%403,058$16.81M$41.71No quote
83AXPAmerican Express Co0.01%Reduce -4.3%201,973$15.78M$78.12No quote
84VMCVulcan Materials Co0.01%Reduce -34.4%178,125$15.02M$84.30No quote
85OXYOccidental Petroleum Corp0.01%Reduce -4.0%204,384$14.92M$73.00No quote
86XOMExxon Mobil Corp0.01%Reduce -3.3%161,032$13.69M$85.00No quote
87PGProcter & Gamble Co0.01%Reduce -2.9%166,102$13.61M$81.94No quote
88BSXBoston Scientific Corp0.01%Reduce -38.4%729,460$12.95M$17.75No quote
89HDHome Depot Inc0.01%Reduce -12.4%109,264$12.41M$113.61No quote
90CBChubb Corp0.01%Reduce -3.2%121,610$12.3M$101.10No quote
91DEODiageo PLC0.01%Reduce -5.8%104,590$11.57M$110.57No quote
92USBUS Bancorp/MN0.01%Reduce -1.6%217,934$9.52M$43.67No quote
93HSBCHSBC Holdings PLC0.01%Reduce -58.6%222,820$9.49M$42.59No quote
94AMGNAmgen Inc0.01%Reduce -17.6%54,704$8.74M$159.84No quote
95MHPMcGraw Hill Financial Inc0.01%Reduce -49.1%75,071$7.76MNo quoteNo quote
96TMOThermo Fisher Scientific Inc0.01%Reduce -4.3%53,802$7.23M$134.34No quote
97DISWalt Disney Co0.01%Reduce -2.0%66,469$6.97M$104.89No quote
98CSCComputer Sciences Corp0.01%Reduce -31.1%88,750$5.79MNo quoteNo quote
99BMYBristol-Myers Squibb Co0.01%Reduce -3.5%87,828$5.67M$64.50No quote
100CATCaterpillar Inc0.00%Reduce -6.6%63,368$5.07M$80.02No quote
101MMM3M Co0.00%Reduce -8.9%27,706$4.57M$164.95No quote
102MSIMotorola Solutions Inc0.00%Reduce -0.9%67,396$4.49M$66.67No quote
103JNJJohnson & Johnson0.00%Reduce -9.6%39,985$4.02M$100.59No quote
104MCDMcDonald's Corp0.00%Reduce -15.4%41,092$4M$97.44No quote
105LVNTALiberty Ventures0.00%Reduce -97.4%83,287$3.5MNo quoteNo quote
106NUENucor Corp0.00%-72,400$3.44M$47.53No quote
107AAPLApple Inc0.00%Reduce -6.3%27,466$3.42M$124.44No quote
108UNUnilever NV0.00%Reduce -13.9%73,333$3.06MNo quoteNo quote
109DDEI du Pont de Nemours & Co0.00%Reduce -1.7%41,548$2.97M$71.46No quote
110LLYEli Lilly & Co0.00%Reduce -7.1%36,234$2.63M$72.64No quote
111SIALSigma-Aldrich Corp0.00%-19,000$2.63MNo quoteNo quote
112GPCGenuine Parts Co0.00%Reduce -3.9%27,262$2.54M$93.21No quote
113BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Reduce -0.3%17,300$2.5MNo quoteNo quote
114DEDeere & Co0.00%-28,346$2.49M$87.70No quote
115PNCPNC Financial Services Group I0.00%Reduce -15.3%25,500$2.38M$93.25No quote
117CMCSKComcast Corp0.00%Reduce -12.3%39,261$2.2MNo quoteNo quote
116BDXBecton Dickinson and Co0.00%Reduce -2.5%15,330$2.2M$143.57No quote
118ABBVAbbVie Inc0.00%Reduce -7.9%35,055$2.05M$58.54No quote
119PPGPPG Industries Inc0.00%-9,000$2.03M$225.56No quote
120COPConocoPhillips0.00%Reduce -7.9%30,188$1.88M$62.28No quote
121APDAir Products & Chemicals Inc0.00%-10,100$1.53M$151.29No quote
122PMPhilip Morris International In0.00%Reduce -2.0%19,900$1.5M$75.33No quote
123ABTAbbott Laboratories0.00%Reduce -13.5%32,068$1.49M$46.34No quote
124DUKDuke Energy Corp0.00%Reduce -12.7%18,595$1.43MNo quoteNo quote
125KOCoca-Cola Co0.00%Reduce -4.4%34,242$1.39M$40.56No quote
126HONHoneywell International Inc0.00%Reduce -26.5%11,851$1.24M$104.30No quote
127XRXXerox Corp0.00%Reduce -17.2%96,000$1.23M$12.85No quote
128NEENextEra Energy Inc0.00%Reduce -10.7%11,700$1.22M$104.02No quote
129MOAltria Group Inc0.00%-23,800$1.19M$50.00No quote
130BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-5$1.09MNo quoteNo quote
131CLColgate-Palmolive Co0.00%-14,000$971K$69.36No quote
132WBAWalgreens Boots Alliance Inc0.00%Reduce -12.3%11,179$947KNo quoteNo quote
133APCAnadarko Petroleum Corp0.00%Reduce -19.9%10,924$905KNo quoteNo quote
134PEPPepsiCo Inc0.00%Reduce -19.3%8,965$857K$95.59No quote
135STTState Street Corp0.00%-11,500$846K$73.57No quote
136RIORio Tinto PLC0.00%Reduce -11.2%19,740$817K$41.39No quote
137MMacy's Inc0.00%Reduce -27.4%11,922$774K$64.92No quote
138DNBDun & Bradstreet Corp0.00%-5,425$696KNo quoteNo quote
139PSXPhillips 660.00%-8,590$675K$78.58No quote
140NSCNorfolk Southern Corp0.00%Reduce -15.1%6,197$638K$102.95No quote
141GISGeneral Mills Inc0.00%-11,200$634K$56.61No quote
142PHParker-Hannifin Corp0.00%-4,960$589K$118.75No quote
143CRCCalifornia Resources Corp0.00%Reduce -11.7%77,120$587K$7.61No quote
144MMCMarsh & McLennan Cos Inc0.00%Reduce -11.8%10,360$581KNo quoteNo quote
145CTXSCitrix Systems Inc0.00%-9,026$576KNo quoteNo quote
146QCOMQUALCOMM Inc0.00%Reduce -20.9%8,000$555K$69.38No quote
147LVLTLevel 3 Communications Inc0.00%Reduce -25.4%10,278$553KNo quoteNo quote
148AMPAmeriprise Financial Inc0.00%-4,182$547K$130.80No quote
149CXCemex SAB de CV0.00%Reduce -0.2%55,528$526K$9.47No quote
150LMLegg Mason Inc0.00%Reduce -22.4%9,360$517KNo quoteNo quote
151FLRFluor Corp0.00%-8,595$491K$57.13No quote
152MSMorgan Stanley0.00%Reduce -12.5%13,620$486K$35.68No quote
153ACTZZZZActavis plc0.00%Reduce -51.4%1,602$477KNo quoteNo quote
154VVisa Inc0.00%Add +300.0%7,240$474K$65.47No quote
155TAT&T Inc0.00%-14,492$473K$32.64No quote
156ELVAnthem Inc0.00%-3,000$463K$154.33No quote
157KMBKimberly-Clark Corp0.00%-4,083$437K$107.03No quote
158MDLZMondelez International Inc0.00%Reduce -9.8%11,840$427K$36.06No quote
159CHLChina Mobile Ltd0.00%-6,470$421KNo quoteNo quote
160GILDGilead Sciences Inc0.00%Reduce -5.8%4,250$417K$98.12No quote
161HALHalliburton Co0.00%-9,200$404K$43.91No quote
163LOWLowe's Cos Inc0.00%Reduce -30.9%4,960$369K$74.40No quote
162DDominion Resources Inc/VA0.00%Reduce -15.8%5,212$369K$70.80No quote
164CCitigroup Inc0.00%-7,075$365K$51.59No quote
165YHOOYahoo! Inc0.00%Reduce -11.1%8,000$355KNo quoteNo quote
166KRFTKraft Foods Group Inc0.00%-3,946$344KNo quoteNo quote
167MCOMoody's Corp0.00%Reduce -23.3%3,300$343K$103.94No quote
168HESHess Corp0.00%-5,006$340KNo quoteNo quote
169PCGPG&E Corp0.00%-6,382$339K$53.12No quote
170HIGHartford Financial Services Gr0.00%-8,050$337K$41.86No quote
171ALLAllstate Corp0.00%-4,724$336K$71.13No quote
172VFCVF Corp0.00%-4,260$321K$75.35No quote
173AETAetna Inc0.00%Reduce -50.0%3,000$320KNo quoteNo quote
174UFSDomtar Corp0.00%-6,796$314KNo quoteNo quote
175SYKStryker Corp0.00%-3,360$310K$92.26No quote
176EQIXEquinix Inc0.00%-1,258$293K$232.91No quote
177AMZNAmazon.com Inc0.00%-770$287K$372.73No quote
178TMToyota Motor Corp0.00%-1,930$270KNo quoteNo quote
179VZVerizon Communications Inc0.00%-5,500$267K$48.55No quote
180UAAUnder Armour Inc0.00%Reduce -31.3%3,300$266K$80.61No quote
181LLoews Corp0.00%Reduce -13.7%6,300$257K$40.79No quote
182BAXBaxter International Inc0.00%-3,382$232K$68.60No quote
183ENDPQEndo International PLC0.00%New2,560$230KNo quoteNo quote
184ADPAutomatic Data Processing Inc0.00%-2,620$224K$85.50No quote
185WHRWhirlpool Corp0.00%-1,100$222K$201.82No quote
186CTRACabot Oil & Gas Corp0.00%-7,360$217K$29.48No quote
187SRESempra Energy0.00%-1,915$209KNo quoteNo quote
193SIROSirona Dental Systems Inc-Sold0$0No quoteNo quote
192SIRISirius XM Holdings Inc-Sold0$0No quoteNo quote
191MONMonsanto Co-Sold0$0No quoteNo quote
190MDTMedtronic Inc-Sold0$0No quoteNo quote
189COVCovidien PLC-Sold0$0No quoteNo quote
188AGNAllergan Inc-Sold0$0No quoteNo quote