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

1SLBSchlumberger Ltd4.27%Reduce -12.8%54,658,662$4.32B$79.08No quote
2HPEHewlett Packard Enterprise Co3.90%Reduce -3.5%216,321,878$3.95B$18.27No quote
3NVSNovartis AG3.62%Reduce -1.5%44,366,511$3.66B$82.51No quote
4WFCWells Fargo & Co3.16%Reduce -0.4%67,648,371$3.2B$47.33No quote
5COFCapital One Financial Corp3.09%Add +0.4%49,231,610$3.13B$63.51No quote
6BACBank of America Corp2.91%Add +2.9%221,999,832$2.95B$13.27No quote
7CMCSAComcast Corp2.77%Reduce -1.8%42,946,829$2.8B$65.19No quote
8TWXTime Warner Inc2.75%Reduce -0.7%37,841,768$2.78BNo quoteNo quote
9MSFTMicrosoft Corp2.60%Reduce -2.7%51,487,095$2.63B$51.17No quote
10SCHWCharles Schwab Corp/The2.57%Reduce -0.1%102,931,469$2.61B$25.31No quote
11CHTRCharter Communications Inc2.56%New11,347,398$2.59B$228.64No quote
12HPQHP Inc2.41%Reduce -2.9%194,550,860$2.44B$12.55No quote
13SNYSanofi2.28%Add +3.0%55,155,913$2.31B$41.85No quote
14GSGoldman Sachs Group Inc/The2.20%Add +11.4%15,020,855$2.23B$148.58No quote
15GOOGAlphabet Inc2.18%Reduce -0.9%3,183,725$2.2B$692.10No quote
16BKBank of New York Mellon Corp/T2.15%Add +3.5%55,928,092$2.17B$38.85No quote
17UNHUnitedHealth Group Inc2.06%Reduce -2.9%14,739,539$2.08B$141.20No quote
18EMCEMC Corp/MA2.05%Reduce -17.3%76,298,392$2.07BNo quoteNo quote
19WMTWal-Mart Stores Inc2.04%Reduce -6.8%28,228,423$2.06B$73.02No quote
20CSCOCisco Systems Inc1.95%Reduce -0.5%68,738,446$1.97B$28.69No quote
21CICigna Corp1.93%Add +12.8%15,282,616$1.96B$127.99No quote
22FDXFedEx Corp1.86%Add +0.0%12,390,568$1.88B$151.78No quote
23JPMJPMorgan Chase & Co1.71%Add +5.4%27,832,599$1.73B$62.14No quote
24AXPAmerican Express Co1.70%Add +7.2%28,248,637$1.72B$60.76No quote
25ESRXExpress Scripts Holding Co1.62%Reduce -1.7%21,691,413$1.64BNo quoteNo quote
26TYCZZZZTyco International Plc1.61%Reduce -6.5%38,204,464$1.63BNo quoteNo quote
27TELTE Connectivity Ltd1.60%Reduce -1.5%28,455,613$1.63B$57.11No quote
28APAApache Corp1.60%Reduce -0.6%29,097,064$1.62B$55.67No quote
29METMetLife Inc1.54%Add +26.4%39,133,326$1.56B$39.83No quote
30BHIBaker Hughes Inc1.50%Reduce -0.9%33,694,040$1.52BNo quoteNo quote
31SYMCSymantec Corp1.42%Reduce -4.9%70,042,025$1.44BNo quoteNo quote
32MRKMerck & Co Inc1.39%Reduce -0.7%24,372,814$1.4B$57.61No quote
33UNPUnion Pacific Corp1.31%Add +24.0%15,188,949$1.33B$87.25No quote
34FOXATwenty-First Century Fox Inc1.25%Add +0.1%46,920,031$1.27B$27.05No quote
35PBR/APetroleo Brasileiro SACUSIP 71654V1011.12%Reduce -1.4%194,732,203$1.13BNo quoteNo quote
36GLWCorning Inc1.07%Reduce -7.2%53,116,905$1.09B$20.48No quote
37NOVNational Oilwell Varco Inc1.06%Add +19.8%31,881,470$1.07B$33.65No quote
38AZNAstraZeneca PLC0.97%Add +24.9%32,532,723$982.16M$30.19No quote
39BIDUBaidu Inc0.90%Add +4.5%5,490,787$906.8M$165.15No quote
40NTAPNetApp Inc0.88%Add +0.7%36,281,441$892.16M$24.59No quote
41BBTBB&T Corp0.87%Reduce -0.0%24,726,502$880.51MNo quoteNo quote
42PCLNPriceline Group Inc/The0.83%Reduce -0.6%674,778$842.4MNo quoteNo quote
43SSprint Corp0.82%Reduce -0.5%184,335,741$835.04MNo quoteNo quote
44JDJD.com Inc0.82%Add +33.8%39,331,236$835M$21.23No quote
45CECelanese Corp0.82%Reduce -3.7%12,666,629$829.03M$65.45No quote
46TGTTarget Corp0.81%Add +12.9%11,757,005$820.87M$69.82No quote
47LBTYKLiberty Global PLC0.76%Add +20.1%26,981,147$773.01M$28.65No quote
48DISHDISH Network Corp0.73%Add +0.0%14,122,580$740.02MNo quoteNo quote
49SNPSSynopsys Inc0.73%Reduce -5.5%13,659,473$738.7M$54.08No quote
50MXIMMaxim Integrated Products Inc0.72%Reduce -6.3%20,406,935$728.32MNo quoteNo quote
51TVGrupo Televisa SAB0.71%Add +0.0%27,625,692$719.37MNo quoteNo quote
52COHCoach Inc0.67%Reduce -3.4%16,736,280$681.84MNo quoteNo quote
53VMWVMware Inc0.67%Add +29.8%11,890,635$680.38MNo quoteNo quote
54DHRDanaher Corp0.66%Reduce -9.7%6,654,158$672.07M$101.00No quote
55CXOConcho Resources Inc0.66%Reduce -1.1%5,604,950$668.5MNo quoteNo quote
56RDSARoyal Dutch Shell PLC0.57%Reduce -5.2%10,459,227$577.56MNo quoteNo quote
57MDTMedtronic PLC0.55%Reduce -5.6%6,452,264$559.86M$86.77No quote
58QVCALiberty Interactive Corp QVC G0.52%Reduce -0.8%20,735,573$526.06MNo quoteNo quote
59APCAnadarko Petroleum Corp0.48%Add +109259.7%9,212,463$490.56MNo quoteNo quote
60-UBS Group AGCUSIP DC10067250.47%Add +19.8%37,021,727$479.01MNo quoteNo quote
61LBTYALiberty Global PLC0.46%Add +5.2%15,989,587$464.66M$29.06No quote
62WFTWeatherford International PLC0.45%Add +0.2%81,192,317$450.62MNo quoteNo quote
63AEGAegon NV0.44%Add +3.0%110,757,413$444.14M$4.01No quote
64HOGHarley-Davidson Inc0.42%Add +1.1%9,425,983$427M$45.30No quote
65ELVAnthem Inc0.42%Reduce -5.2%3,205,245$420.98M$131.34No quote
66FOXTwenty-First Century Fox Inc0.38%Add +0.1%14,239,300$388.02M$27.25No quote
67CXCemex SAB de CV0.28%Reduce -2.6%45,899,590$283.2M$6.17No quote
68GOOGLAlphabet Inc0.26%Reduce -18.1%379,111$266.72M$703.53No quote
69AGUAgrium Inc0.24%Reduce -3.9%2,665,183$240.99MNo quoteNo quote
70HMCHonda Motor Co Ltd0.14%-5,749,300$145.63MNo quoteNo quote
71ALNYAlnylam Pharmaceuticals Inc0.14%New2,516,669$139.65M$55.49No quote
72LILAKLiberty Global Plc LiLAC0.13%Add +306.3%3,902,609$126.8M$32.49No quote
73NWSANews Corp0.09%Reduce -0.8%8,250,440$93.64M$11.35No quote
74LILALiberty Global Plc LiLAC0.08%Add +334.6%2,527,589$81.54M$32.26No quote
75TMOThermo Fisher Scientific Inc0.08%Reduce -4.4%526,642$77.82M$147.76No quote
76CVXChevron Corp0.05%Reduce -5.1%514,311$53.92M$104.83No quote
77GEGeneral Electric Co0.05%Reduce -12.0%1,614,731$50.83M$31.48No quote
78JNPRJuniper Networks Inc0.04%Reduce -0.9%1,877,139$42.22MNo quoteNo quote
79PFEPfizer Inc0.03%Reduce -10.7%830,581$29.25M$35.21No quote
80CDNSCadence Design Systems Inc0.03%Reduce -15.2%1,194,535$29.03M$24.30No quote
81TRVTravelers Cos Inc/The0.02%Reduce -1.9%197,333$23.49M$119.04No quote
82STISunTrust Banks Inc0.02%Reduce -5.8%557,099$22.89MNo quoteNo quote
83DOWDow Chemical Co/The0.02%Reduce -8.6%419,382$20.85M$49.71No quote
84ADBEAdobe Systems Inc0.02%Reduce -15.4%213,264$20.43M$95.79No quote
85ERICEricsson0.02%Add +3.3%2,216,336$17.02MNo quoteNo quote
86CSCredit Suisse Group AG0.02%Add +62.1%1,424,729$15.25MNo quoteNo quote
87IBMIBM0.01%Reduce -2.1%99,556$15.11M$151.78No quote
88OXYOccidental Petroleum Corp0.01%Reduce -3.0%190,184$14.37M$75.56No quote
89XOMExxon Mobil Corp0.01%Reduce -2.1%141,970$13.31M$93.74No quote
90EBAYeBay Inc0.01%Reduce -19.6%562,313$13.16M$23.41No quote
91PGProcter & Gamble Co/The0.01%Reduce -0.2%151,563$12.83M$84.67No quote
92VMCVulcan Materials Co0.01%Reduce -10.0%100,405$12.09M$120.36No quote
93HDHome Depot Inc/The0.01%Reduce -6.5%86,555$11.05M$127.69No quote
94PYPLPayPal Holdings Inc0.01%Reduce -43.0%248,563$9.08M$36.51No quote
95BSXBoston Scientific Corp0.01%Reduce -9.9%384,930$9M$23.37No quote
96DEODiageo PLC0.01%Reduce -7.3%73,874$8.34M$112.88No quote
97DISWalt Disney Co/The0.01%Add +3.0%67,656$6.62M$97.82No quote
98USBUS Bancorp0.01%Reduce -0.5%155,934$6.29M$40.33No quote
99AMGNAmgen Inc0.01%Reduce -5.3%41,257$6.28M$152.14No quote
100BMYBristol-Myers Squibb Co0.01%Reduce -1.8%72,158$5.31M$73.55No quote
101MSIMotorola Solutions Inc0.00%-66,596$4.39M$65.96No quote
102CATCaterpillar Inc0.00%Reduce -0.2%57,448$4.36M$75.81No quote
103JNJJohnson & Johnson0.00%Add +1.1%35,185$4.27M$121.30No quote
104MMM3M Co0.00%Reduce -0.2%22,741$3.98M$175.10No quote
105NUENucor Corp0.00%-72,400$3.58M$49.41No quote
106ULUnilever PLC0.00%Reduce -38.3%68,100$3.26M$47.91No quote
107KMXCarMax Inc0.00%Reduce -11.0%65,540$3.21M$49.02No quote
108MCDMcDonald's Corp0.00%Reduce -3.3%24,656$2.97M$120.34No quote
109UNUnilever NV0.00%Reduce -3.0%61,547$2.89MNo quoteNo quote
110BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Add +9.8%17,789$2.58MNo quoteNo quote
111AAPLApple Inc0.00%Add +5.1%25,654$2.45M$95.62No quote
112BDXBecton Dickinson and Co0.00%Reduce -7.4%13,830$2.35M$169.56No quote
113CBChubb Ltd0.00%Reduce -34.6%17,846$2.33M$130.73No quote
114LLYEli Lilly & Co0.00%Reduce -6.0%29,332$2.31M$78.75No quote
115GPCGenuine Parts Co0.00%Reduce -6.8%21,962$2.22M$101.27No quote
116DEDeere & Co0.00%Reduce -0.2%26,766$2.17M$81.04No quote
117DDEI du Pont de Nemours & Co0.00%Reduce -6.6%32,556$2.11M$64.81No quote
118ABBVAbbVie Inc0.00%-33,232$2.06M$61.90No quote
119PMPhilip Morris International In0.00%-19,900$2.02M$101.71No quote
120CSCComputer Sciences Corp0.00%Reduce -6.2%40,700$2.02MNo quoteNo quote
121SPGIS&P Global Inc0.00%New18,171$1.95M$107.26No quote
122GSKGlaxoSmithKline PLC0.00%Reduce -45.5%44,262$1.92M$43.33No quote
123PPGPPG Industries Inc0.00%-18,000$1.88M$104.17No quote
124PNCPNC Financial Services Group I0.00%-20,800$1.69M$81.39No quote
125MOAltria Group Inc0.00%-23,800$1.64M$68.95No quote
126KOCoca-Cola Co/The0.00%-34,242$1.55M$45.32No quote
127NEENextEra Energy Inc0.00%Reduce -3.2%10,676$1.39M$130.39No quote
128COPConocoPhillips0.00%Reduce -6.6%26,788$1.17M$43.60No quote
129ABTAbbott Laboratories0.00%-29,268$1.15M$39.33No quote
130CSRACSRA Inc0.00%Reduce -9.5%48,500$1.14MNo quoteNo quote
131DUKDuke Energy Corp0.00%Reduce -9.2%12,979$1.11MNo quoteNo quote
132CLColgate-Palmolive Co0.00%Reduce -2.9%14,000$1.03M$73.21No quote
133APDAir Products & Chemicals Inc0.00%Reduce -1.1%6,250$888K$142.08No quote
134HONHoneywell International Inc0.00%Reduce -37.4%7,531$876K$116.32No quote
135PHGKoninklijke Philips NV0.00%Reduce -23.8%34,850$869K$24.94No quote
136GISGeneral Mills Inc0.00%Reduce -4.2%11,200$799K$71.34No quote
137AMZNAmazon.com Inc0.00%Add +18.5%1,055$755K$715.64No quote
138LVNTALiberty Ventures0.00%Reduce -5.7%19,837$735KNo quoteNo quote
139WBAWalgreens Boots Alliance Inc0.00%-8,579$714KNo quoteNo quote
140VVisa Inc0.00%Add +7.9%9,580$711K$74.22No quote
141PEPPepsiCo Inc0.00%Reduce -1.5%6,245$662K$106.00No quote
142DNBDun & Bradstreet Corp/The0.00%-5,425$661KNo quoteNo quote
143CTXSCitrix Systems Inc0.00%Reduce -8.9%8,226$659KNo quoteNo quote
144BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-3$651KNo quoteNo quote
145PSXPhillips 660.00%Reduce -7.3%7,677$609K$79.33No quote
146KMBKimberly-Clark Corp0.00%-4,023$553K$137.46No quote
147MDLZMondelez International Inc0.00%-11,840$539K$45.52No quote
148PHParker-Hannifin Corp0.00%-4,668$504K$107.97No quote
149RIORio Tinto PLC0.00%Reduce -5.1%15,000$470K$31.33No quote
150NSCNorfolk Southern Corp0.00%Reduce -15.4%5,497$468K$85.14No quote
151HALHalliburton Co0.00%-9,200$417K$45.33No quote
152DDominion Resources Inc/VA0.00%-5,012$391K$78.01No quote
153LOWLowe's Cos Inc0.00%Reduce -32.8%4,910$389K$79.23No quote
154MMCMarsh & McLennan Cos Inc0.00%Reduce -31.8%5,360$367KNo quoteNo quote
155FLRFluor Corp0.00%Reduce -14.3%7,195$355K$49.34No quote
156EQIXEquinix Inc0.00%Reduce -30.0%904$351K$388.27No quote
157KHCKraft Heinz Co/The0.00%-3,946$349K$88.44No quote
158MMacy's Inc0.00%-10,000$336K$33.60No quote
159GILDGilead Sciences Inc0.00%Reduce -50.8%3,750$313K$83.47No quote
160MCOMoody's Corp0.00%-3,300$309K$93.64No quote
161VZVerizon Communications Inc0.00%-5,500$307K$55.82No quote
162QCOMQUALCOMM Inc0.00%-5,430$291K$53.59No quote
163AMPAmeriprise Financial Inc0.00%-3,182$286K$89.88No quote
164UTXUnited Technologies Corp0.00%New2,746$282KNo quoteNo quote
165ALLAllstate Corp/The0.00%-3,796$266K$70.07No quote
166STTState Street Corp0.00%Reduce -9.3%4,900$264K$53.88No quote
167HESHess Corp0.00%-4,106$247KNo quoteNo quote
168LVLTLevel 3 Communications Inc0.00%-4,778$246KNo quoteNo quote
169CCitigroup Inc0.00%Reduce -19.9%5,450$231K$42.39No quote
170HIGHartford Financial Services Gr0.00%-5,140$228K$44.36No quote
172XRXXerox Corp0.00%Reduce -54.0%23,000$218K$9.48No quote
171SRESempra Energy0.00%New1,915$218KNo quoteNo quote
173UFSDomtar Corp0.00%-6,200$217KNo quoteNo quote
174YHOOYahoo! Inc0.00%-5,500$207KNo quoteNo quote
175VFCVF Corp0.00%-3,291$202K$61.38No quote
196UAAUnder Armour Inc-Sold0$0No quoteNo quote
195TWCTime Warner Cable Inc-Sold0$0No quoteNo quote
194TIMETime Inc-Sold0$0No quoteNo quote
193TECKTeck Resources Ltd-Sold0$0No quoteNo quote
192SYYSysco Corp-Sold0$0No quoteNo quote
191SBUXStarbucks Corp-Sold0$0No quoteNo quote
190NOWServiceNow Inc-Sold0$0No quoteNo quote
189ORCLOracle Corp-Sold0$0No quoteNo quote
188DNOWNOW Inc-Sold0$0No quoteNo quote
187MCKMcKesson Corp-Sold0$0No quoteNo quote
186MHPMcGraw Hill Financial Inc-Sold0$0No quoteNo quote
185KKRKKR & Co LP-Sold0$0No quoteNo quote
184LQDiShares iBoxx $ Investment Gra-Sold0$0No quoteNo quote
183HSBCHSBC Holdings PLC-Sold0$0No quoteNo quote
182METAFacebook Inc-Sold0$0No quoteNo quote
181EPDEnterprise Products Partners L-Sold0$0No quoteNo quote
180CVSCVS Health Corp-Sold0$0No quoteNo quote
179CRCCalifornia Resources Corp-Sold0$0No quoteNo quote
178BLKBlackRock Inc-Sold0$0No quoteNo quote
177ALXNAlexion Pharmaceuticals Inc-Sold0$0No quoteNo quote
176ADTADT Corp/The-Sold0$0No quoteNo quote