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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 145 of 196 rows. Rows without a quote are marked unavailable.

1SLBSchlumberger Ltd4.52%Reduce -1.1%62,666,542$4.62B$73.75No quote
2HPEHewlett Packard Enterprise Co3.89%Add +3.0%224,069,718$3.97B$17.73No quote
3TWCTime Warner Cable Inc3.65%Reduce -6.1%18,227,262$3.73BNo quoteNo quote
4COFCapital One Financial Corp3.33%Add +0.3%49,048,291$3.4B$69.31No quote
5WFCWells Fargo & Co3.21%Reduce -2.9%67,922,588$3.28B$48.36No quote
6NVSNovartis AG3.19%Reduce -0.1%45,054,916$3.26B$72.44No quote
7MSFTMicrosoft Corp2.86%Reduce -20.5%52,928,060$2.92B$55.23No quote
8BACBank of America Corp2.85%Add +15.4%215,803,933$2.92B$13.52No quote
9SCHWCharles Schwab Corp/The2.82%Add +0.4%103,001,887$2.89B$28.02No quote
10TWXTime Warner Inc2.70%Add +0.0%38,112,381$2.77BNo quoteNo quote
11CMCSAComcast Corp2.61%Reduce -0.4%43,741,144$2.67B$61.08No quote
12HPQHP Inc2.41%Add +0.3%200,347,510$2.47B$12.32No quote
13EMCEMC Corp/MA2.41%Reduce -3.7%92,291,552$2.46BNo quoteNo quote
14GOOGAlphabet Inc2.34%Reduce -2.0%3,213,014$2.39B$744.95No quote
15SNYSanofi2.10%Add +7.2%53,530,129$2.15B$40.16No quote
16GSGoldman Sachs Group Inc/The2.07%Add +24.9%13,489,040$2.12B$156.98No quote
17WMTWal-Mart Stores Inc2.03%Reduce -2.1%30,270,241$2.07B$68.49No quote
18FDXFedEx Corp1.97%Add +0.6%12,389,882$2.02B$162.72No quote
19BKBank of New York Mellon Corp/T1.95%Reduce -0.4%54,047,847$1.99B$36.83No quote
20CSCOCisco Systems Inc1.92%Add +2.0%69,095,628$1.97B$28.47No quote
21UNHUnitedHealth Group Inc1.91%Add +9.6%15,183,189$1.96B$128.90No quote
22CICigna Corp1.82%Add +0.3%13,554,225$1.86B$137.24No quote
23TELTE Connectivity Ltd1.75%Reduce -18.1%28,899,289$1.79B$61.92No quote
24AXPAmerican Express Co1.58%Add +53.8%26,360,258$1.62B$61.40No quote
25JPMJPMorgan Chase & Co1.53%Add +0.3%26,416,949$1.56B$59.22No quote
26ESRXExpress Scripts Holding Co1.48%Reduce -13.5%22,069,813$1.52BNo quoteNo quote
27TYCZZZZTyco International Plc1.47%Reduce -1.2%40,877,986$1.5BNo quoteNo quote
28BHIBaker Hughes Inc1.46%Add +0.1%33,993,785$1.49BNo quoteNo quote
29APAApache Corp1.40%Add +12.5%29,259,714$1.43B$48.81No quote
30METMetLife Inc1.33%Add +10.2%30,948,079$1.36B$43.94No quote
31SYMCSymantec Corp1.32%Reduce -15.7%73,658,375$1.35BNo quoteNo quote
32FOXATwenty-First Century Fox Inc1.28%Reduce -0.1%46,865,031$1.31B$27.88No quote
33MRKMerck & Co Inc1.27%Reduce -0.1%24,543,704$1.3B$52.91No quote
34GLWCorning Inc1.17%Reduce -1.0%57,248,905$1.2B$20.89No quote
35BIDUBaidu Inc0.98%Reduce -4.9%5,256,187$1B$190.88No quote
36NTAPNetApp Inc0.96%Add +3.4%36,034,991$983.4M$27.29No quote
37UNPUnion Pacific Corp0.95%Add +4160.3%12,252,674$974.7M$79.55No quote
38PBR/APetroleo Brasileiro SACUSIP 71654V1010.88%Reduce -0.0%197,553,903$894.92MNo quoteNo quote
39PCLNPriceline Group Inc/The0.86%Add +0.3%678,743$874.87MNo quoteNo quote
40CECelanese Corp0.84%Reduce -1.0%13,153,929$861.58M$65.50No quote
41TGTTarget Corp0.84%Reduce -3.9%10,415,327$856.97M$82.28No quote
42LBTYKLiberty Global PLC0.83%Add +3.0%22,471,947$844.05M$37.56No quote
43ADTADT Corp/The0.82%Reduce -20.7%20,426,715$842.81M$41.26No quote
44NOVNational Oilwell Varco Inc0.81%Add +25.1%26,622,720$827.97M$31.10No quote
45BBTBB&T Corp0.81%Add +3.0%24,736,302$822.98MNo quoteNo quote
46MXIMMaxim Integrated Products Inc0.78%Reduce -0.5%21,778,785$801.02MNo quoteNo quote
47JDJD.com Inc0.76%Add +299.6%29,396,436$779.01M$26.50No quote
48TVGrupo Televisa SAB0.74%Reduce 0.0%27,615,992$758.34MNo quoteNo quote
49AZNAstraZeneca PLC0.72%Add +121.2%26,049,650$733.56M$28.16No quote
50SNPSSynopsys Inc0.68%Reduce -3.8%14,453,773$700.14M$48.44No quote
51DHRDanaher Corp0.68%Reduce -0.7%7,366,508$698.79M$94.86No quote
52COHCoach Inc0.68%Reduce -0.3%17,326,480$694.62MNo quoteNo quote
53DISHDISH Network Corp0.64%Add +23.7%14,120,430$653.21MNo quoteNo quote
54SSprint Corp0.63%Reduce -0.3%185,186,573$644.45MNo quoteNo quote
55WFTWeatherford International PLC0.62%Add +9.0%81,021,617$630.35MNo quoteNo quote
56AEGAegon NV0.58%Add +0.1%107,500,525$591.25M$5.50No quote
57LBTYALiberty Global PLC0.57%Add +30.6%15,194,305$584.98M$38.50No quote
58CXOConcho Resources Inc0.56%Add +15.7%5,668,500$572.75MNo quoteNo quote
59RDSARoyal Dutch Shell PLC0.52%Add +6.1%11,036,805$534.73MNo quoteNo quote
60QVCALiberty Interactive Corp QVC G0.52%Reduce -0.5%20,903,398$527.81MNo quoteNo quote
61MDTMedtronic PLC0.50%Reduce -0.4%6,838,035$512.85M$75.00No quote
62-UBS Group AGCUSIP DC10067250.49%Reduce -1.3%30,911,827$497.97MNo quoteNo quote
63VMWVMware Inc0.47%Add +227.2%9,164,491$479.4MNo quoteNo quote
64HOGHarley-Davidson Inc0.47%Add +20.9%9,327,733$478.79M$51.33No quote
65ELVAnthem Inc0.46%Add +13.8%3,382,350$470.11M$138.99No quote
66TECKTeck Resources Ltd0.43%Add +0.9%58,085,503$442.03M$7.61No quote
67FOXTwenty-First Century Fox Inc0.39%Add +1.6%14,227,300$401.21M$28.20No quote
68GOOGLAlphabet Inc0.35%Reduce -57.9%462,656$352.96M$762.90No quote
69CXCemex SAB de CV0.34%Add +9.1%47,104,125$342.92M$7.28No quote
70AGUAgrium Inc0.24%Add +33.1%2,772,183$244.76MNo quoteNo quote
71HMCHonda Motor Co Ltd0.15%-5,749,300$157.19MNo quoteNo quote
72NWSANews Corp0.10%Add +4.4%8,318,002$106.22M$12.77No quote
73TMOThermo Fisher Scientific Inc0.08%Reduce -3.7%550,892$78M$141.59No quote
74GEGeneral Electric Co0.06%Reduce -11.6%1,834,354$58.31M$31.79No quote
75CVXChevron Corp0.05%Reduce -7.7%541,784$51.69M$95.40No quote
76JNPRJuniper Networks Inc0.05%Reduce -65.0%1,894,839$48.34MNo quoteNo quote
77LILAKLiberty Global Plc LiLAC0.04%Add +0.1%960,567$36.39M$37.88No quote
78CDNSCadence Design Systems Inc0.03%Reduce -90.2%1,409,289$33.23M$23.58No quote
79PFEPfizer Inc0.03%Reduce -58.6%929,604$27.55M$29.64No quote
80ADBEAdobe Systems Inc0.02%Reduce -7.9%252,128$23.65M$93.80No quote
81TRVTravelers Cos Inc/The0.02%Reduce -1.0%201,045$23.46M$116.71No quote
82DOWDow Chemical Co/The0.02%Reduce -3.0%458,832$23.34M$50.86No quote
83ERICEricsson0.02%Reduce -0.9%2,146,186$21.53MNo quoteNo quote
84STISunTrust Banks Inc0.02%Reduce -11.7%591,549$21.34MNo quoteNo quote
85LILALiberty Global Plc LiLAC0.02%Reduce 0.0%581,570$20.39M$35.06No quote
86PYPLPayPal Holdings Inc0.02%Reduce -46.4%436,388$16.85M$38.60No quote
87EBAYeBay Inc0.02%Reduce -83.9%699,723$16.7M$23.86No quote
88IBMIBM0.02%Reduce -2.1%101,680$15.4M$151.45No quote
89OXYOccidental Petroleum Corp0.01%Reduce -1.1%195,984$13.41M$68.43No quote
90PGProcter & Gamble Co/The0.01%Reduce -1.2%151,863$12.5M$82.31No quote
91CSCredit Suisse Group AG0.01%Add +11.3%878,687$12.42MNo quoteNo quote
92HDHome Depot Inc/The0.01%Reduce -6.3%92,555$12.35M$133.43No quote
93XOMExxon Mobil Corp0.01%Reduce -0.5%144,970$12.12M$83.59No quote
94VMCVulcan Materials Co0.01%Reduce -6.4%111,555$11.78M$105.57No quote
95DEODiageo PLC0.01%Reduce -7.1%79,674$8.59M$107.86No quote
96BSXBoston Scientific Corp0.01%Reduce -5.2%427,430$8.04M$18.81No quote
97AMGNAmgen Inc0.01%Reduce -6.6%43,557$6.53M$149.94No quote
98DISWalt Disney Co/The0.01%Reduce -0.7%65,656$6.52M$99.31No quote
99USBUS Bancorp0.01%Reduce -6.2%156,734$6.36M$40.59No quote
100MSIMotorola Solutions Inc0.00%-66,596$5.04M$75.70No quote
101ULUnilever PLC0.00%Reduce -14.3%110,406$4.99M$45.18No quote
102BMYBristol-Myers Squibb Co0.00%Reduce -5.2%73,458$4.69M$63.87No quote
103CATCaterpillar Inc0.00%Reduce -1.0%57,548$4.41M$76.54No quote
104MMM3M Co0.00%Reduce -0.2%22,791$3.8M$166.64No quote
105JNJJohnson & Johnson0.00%Reduce -1.8%34,808$3.77M$108.19No quote
106KMXCarMax Inc0.00%Reduce -3.7%73,640$3.76M$51.10No quote
107NUENucor Corp0.00%-72,400$3.43M$47.31No quote
108GSKGlaxoSmithKline PLC0.00%Reduce -27.9%81,262$3.3M$40.55No quote
109CBChubb Ltd0.00%New27,301$3.25M$119.15No quote
110MCDMcDonald's Corp0.00%Reduce -6.9%25,506$3.21M$125.70No quote
111UNUnilever NV0.00%Reduce -0.3%63,447$2.84MNo quoteNo quote
112AAPLApple Inc0.00%Add +3.0%24,401$2.66M$108.97No quote
113GPCGenuine Parts Co0.00%Reduce -0.4%23,562$2.34M$99.35No quote
114BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%-16,200$2.3MNo quoteNo quote
115BDXBecton Dickinson and Co0.00%Add +1.0%14,930$2.27M$151.84No quote
116LLYEli Lilly & Co0.00%Reduce -1.3%31,192$2.25M$72.01No quote
117DDEI du Pont de Nemours & Co0.00%Add +7.1%34,866$2.21M$63.33No quote
118DEDeere & Co0.00%Reduce -1.9%26,816$2.07M$77.01No quote
119PPGPPG Industries Inc0.00%-18,000$2.01M$111.50No quote
120PMPhilip Morris International In0.00%-19,900$1.95M$98.09No quote
121ABBVAbbVie Inc0.00%Reduce -0.1%33,232$1.9M$57.11No quote
122MHPMcGraw Hill Financial Inc0.00%-18,171$1.8MNo quoteNo quote
123PNCPNC Financial Services Group I0.00%Reduce -0.5%20,800$1.76M$84.57No quote
124KOCoca-Cola Co/The0.00%-34,242$1.59M$46.38No quote
125CSCComputer Sciences Corp0.00%Reduce -28.1%43,400$1.49MNo quoteNo quote
126MOAltria Group Inc0.00%-23,800$1.49M$62.65No quote
127CSRACSRA Inc0.00%Reduce -14.0%53,600$1.44MNo quoteNo quote
128HONHoneywell International Inc0.00%Add +59.8%12,031$1.35M$112.04No quote
129PHGKoninklijke Philips NV0.00%Reduce -55.1%45,750$1.31M$28.55No quote
130NEENextEra Energy Inc0.00%Add +0.3%11,030$1.31M$118.31No quote
131ABTAbbott Laboratories0.00%Reduce -3.3%29,268$1.22M$41.82No quote
132COPConocoPhillips0.00%Reduce -2.4%28,688$1.16M$40.26No quote
133DUKDuke Energy Corp0.00%Reduce -1.0%14,295$1.15MNo quoteNo quote
134CLColgate-Palmolive Co0.00%Add +3.0%14,421$1.02M$70.66No quote
135APDAir Products & Chemicals Inc0.00%Add +3.6%6,319$910K$144.01No quote
136LVNTALiberty Ventures0.00%Reduce -4.3%21,045$823KNo quoteNo quote
137GISGeneral Mills Inc0.00%Add +4.4%11,692$741K$63.38No quote
138WBAWalgreens Boots Alliance Inc0.00%Reduce -5.5%8,579$723KNo quoteNo quote
139PSXPhillips 660.00%Add +4.7%8,277$717K$86.63No quote
140LQDiShares iBoxx $ Investment Gra0.00%New6,030$716K$118.74No quote
141CTXSCitrix Systems Inc0.00%-9,026$709KNo quoteNo quote
142GILDGilead Sciences Inc0.00%Add +103.2%7,620$700K$91.86No quote
143VVisa Inc0.00%Add +35.0%8,880$679K$76.46No quote
144PEPPepsiCo Inc0.00%Reduce -12.8%6,339$650K$102.54No quote
145BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%Reduce -40.0%3$640KNo quoteNo quote
146DNBDun & Bradstreet Corp/The0.00%-5,425$559KNo quoteNo quote
147XRXXerox Corp0.00%Reduce -18.0%50,000$558K$11.16No quote
148LOWLowe's Cos Inc0.00%Add +63.9%7,310$554K$75.79No quote
150NSCNorfolk Southern Corp0.00%Add +44.5%6,497$541K$83.27No quote
149KMBKimberly-Clark Corp0.00%-4,023$541K$134.48No quote
151AMZNAmazon.com Inc0.00%Add +47.1%890$528K$593.26No quote
152PHParker-Hannifin Corp0.00%-4,668$519K$111.18No quote
153DNOWNOW Inc0.00%Reduce -98.8%28,575$506K$17.71No quote
154MMCMarsh & McLennan Cos Inc0.00%-7,860$478KNo quoteNo quote
155MDLZMondelez International Inc0.00%-11,840$475K$40.12No quote
156FLRFluor Corp0.00%-8,395$451K$53.72No quote
157RIORio Tinto PLC0.00%Reduce -5.0%15,800$447K$28.29No quote
158METAFacebook Inc0.00%New3,900$445K$114.10No quote
159MMacy's Inc0.00%-10,000$441K$44.10No quote
160EQIXEquinix Inc0.00%-1,291$427K$330.75No quote
161MCKMcKesson Corp0.00%New2,590$407K$157.14No quote
162NOWServiceNow Inc0.00%New6,525$399K$61.15No quote
163APCAnadarko Petroleum Corp0.00%Reduce -5.2%8,424$392KNo quoteNo quote
164SBUXStarbucks Corp0.00%New6,400$382K$59.69No quote
165DDominion Resources Inc/VA0.00%Reduce -2.0%5,012$377K$75.22No quote
166ORCLOracle Corp0.00%New9,000$368K$40.89No quote
167SYYSysco Corp0.00%New7,662$358K$46.72No quote
168HSBCHSBC Holdings PLC0.00%Reduce -19.6%11,255$350K$31.10No quote
169KKRKKR & Co LP0.00%New23,000$338K$14.70No quote
170HALHalliburton Co0.00%-9,200$329K$35.76No quote
171MCOMoody's Corp0.00%-3,300$319K$96.67No quote
172STTState Street Corp0.00%Reduce -32.5%5,400$316K$58.52No quote
173KHCKraft Heinz Co/The0.00%-3,946$310K$78.56No quote
174AMPAmeriprise Financial Inc0.00%-3,182$299K$93.97No quote
175VZVerizon Communications Inc0.00%-5,500$297K$54.00No quote
176EPDEnterprise Products Partners L0.00%New12,000$295K$24.58No quote
177CCitigroup Inc0.00%Reduce -3.9%6,800$284K$41.76No quote
178UAAUnder Armour Inc0.00%-3,300$280K$84.85No quote
179QCOMQUALCOMM Inc0.00%Reduce -32.1%5,430$278K$51.20No quote
180CVSCVS Health Corp0.00%New2,630$273K$103.80No quote
181ALLAllstate Corp/The0.00%-3,796$256K$67.44No quote
183LVLTLevel 3 Communications Inc0.00%Reduce -38.6%4,778$253KNo quoteNo quote
182ALXNAlexion Pharmaceuticals Inc0.00%New1,820$253KNo quoteNo quote
184UFSDomtar Corp0.00%-6,200$251KNo quoteNo quote
185HIGHartford Financial Services Gr0.00%Reduce -27.1%5,140$237K$46.11No quote
186HESHess Corp0.00%Reduce -6.8%4,106$216KNo quoteNo quote
187VFCVF Corp0.00%Reduce -4.4%3,291$213K$64.72No quote
188BLKBlackRock Inc0.00%New600$204K$340.00No quote
189YHOOYahoo! Inc0.00%Reduce -31.3%5,500$202KNo quoteNo quote
190TIMETime Inc0.00%Reduce -59.4%12,050$186KNo quoteNo quote
191CRCCalifornia Resources Corp0.00%Add +26.6%66,152$68K$1.03No quote
196EDUNew Oriental Education & Techn-Sold0$0No quoteNo quote
195MSMorgan Stanley-Sold0$0No quoteNo quote
194LMLegg Mason Inc-Sold0$0No quoteNo quote
193CBChubb Corp/The-Sold0$0No quoteNo quote
192CHLChina Mobile Ltd-Sold0$0No quoteNo quote