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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 134 of 180 rows. Rows without a quote are marked unavailable.

1HPEHewlett Packard Enterprise Co4.52%Reduce -2.2%211,469,572$4.81B$22.75No quote
2SLBSchlumberger Ltd3.69%Reduce -8.5%49,997,984$3.93B$78.64No quote
3BACBank of America Corp3.36%Add +2.8%228,153,359$3.57B$15.65No quote
4COFCapital One Financial Corp3.33%Add +0.1%49,306,476$3.54B$71.83No quote
5NVSNovartis AG3.23%Reduce -1.8%43,581,886$3.44B$78.96No quote
6SCHWCharles Schwab Corp/The3.02%Reduce -1.1%101,788,384$3.21B$31.57No quote
7WFCWells Fargo & Co2.80%Reduce -0.6%67,255,750$2.98B$44.28No quote
8CHTRCharter Communications Inc2.76%Reduce -4.0%10,898,490$2.94B$269.97No quote
9TWXTime Warner Inc2.74%Reduce -3.1%36,666,411$2.92BNo quoteNo quote
10CMCSAComcast Corp2.57%Reduce -4.0%41,241,033$2.74B$66.34No quote
11HPQHP Inc2.47%Reduce -13.1%169,156,699$2.63B$15.53No quote
12MSFTMicrosoft Corp2.41%Reduce -13.7%44,449,176$2.56B$57.60No quote
13GSGoldman Sachs Group Inc/The2.32%Add +1.8%15,287,200$2.47B$161.27No quote
14GOOGAlphabet Inc2.28%Reduce -2.1%3,116,627$2.42B$777.29No quote
15SNYSanofi2.13%Add +7.5%59,267,298$2.26B$38.19No quote
16BKBank of New York Mellon Corp/T2.12%Add +1.1%56,537,289$2.25B$39.88No quote
17CSCOCisco Systems Inc1.99%Reduce -3.1%66,632,428$2.11B$31.72No quote
18FDXFedEx Corp1.97%Reduce -3.1%12,010,834$2.1B$174.68No quote
19UNHUnitedHealth Group Inc1.80%Reduce -7.2%13,677,691$1.91B$140.00No quote
20JPMJPMorgan Chase & Co1.78%Add +2.5%28,520,669$1.9B$66.59No quote
21CICigna Corp1.77%Reduce -5.5%14,448,844$1.88B$130.32No quote
22AXPAmerican Express Co1.76%Add +3.4%29,219,762$1.87B$64.04No quote
23APAApache Corp1.75%Add +0.2%29,142,376$1.86B$63.87No quote
24METMetLife Inc1.71%Add +4.9%41,052,181$1.82B$44.43No quote
25TELTE Connectivity Ltd1.70%Reduce -1.0%28,169,629$1.81B$64.38No quote
26BHIBaker Hughes Inc1.58%Reduce -1.3%33,243,542$1.68BNo quoteNo quote
27FOXATwenty-First Century Fox Inc1.57%Add +47.5%69,186,779$1.68B$24.22No quote
28WMTWal-Mart Stores Inc1.55%Reduce -18.9%22,893,958$1.65B$72.12No quote
29JCIJohnson Controls International1.44%New32,979,554$1.53B$46.53No quote
30ESRXExpress Scripts Holding Co1.42%Reduce -1.3%21,410,369$1.51BNo quoteNo quote
31APCAnadarko Petroleum Corp1.37%Add +149.0%22,936,298$1.45BNo quoteNo quote
32UNPUnion Pacific Corp1.32%Reduce -5.1%14,410,139$1.41B$97.53No quote
33AZNAstraZeneca PLC1.30%Add +29.7%42,189,973$1.39B$32.86No quote
34SSprint Corp1.13%Reduce -1.6%181,353,094$1.2BNo quoteNo quote
35NTAPNetApp Inc1.13%Reduce -7.5%33,565,047$1.2B$35.82No quote
36PCLNPriceline Group Inc/The1.12%Add +19.6%807,358$1.19BNo quoteNo quote
37NOVNational Oilwell Varco Inc1.09%Reduce -1.0%31,554,488$1.16B$36.74No quote
38JDJD.com Inc1.08%Add +11.5%43,855,936$1.14B$26.09No quote
39MRKMerck & Co Inc1.07%Reduce -24.8%18,327,311$1.14B$62.41No quote
40PBR/APetroleo Brasileiro SACUSIP 71654V1010.98%Reduce -35.3%126,005,803$1.05BNo quoteNo quote
41BIDUBaidu Inc0.96%Add +2.4%5,624,887$1.02B$182.07No quote
42SYMCSymantec Corp0.92%Reduce -44.5%38,905,167$976.52MNo quoteNo quote
43BBTBB&T Corp0.85%Reduce -2.9%24,005,503$905.49MNo quoteNo quote
44CECelanese Corp0.85%Add +7.3%13,585,809$904.27M$66.56No quote
45LBTYKLiberty Global PLC0.84%Reduce -0.1%26,964,047$890.89M$33.04No quote
46GLWCorning Inc0.81%Reduce -31.4%36,466,267$862.43M$23.65No quote
47VMWVMware Inc0.80%Reduce -1.9%11,670,085$856MNo quoteNo quote
48TVGrupo Televisa SAB0.79%Add +19.1%32,906,392$845.37MNo quoteNo quote
49TGTTarget Corp0.74%Reduce -2.4%11,472,510$787.93M$68.68No quote
50MXIMMaxim Integrated Products Inc0.73%Reduce -4.8%19,437,788$776.15MNo quoteNo quote
51DISHDISH Network Corp0.72%Reduce -1.1%13,967,119$765.12MNo quoteNo quote
52CXOConcho Resources Inc0.71%Reduce -1.2%5,539,800$760.89MNo quoteNo quote
53SNPSSynopsys Inc0.70%Reduce -8.4%12,518,161$742.95M$59.35No quote
54-UBS Group AGCUSIP DC10067250.59%Add +25.2%46,366,527$631.43MNo quoteNo quote
55SUSuncor Energy Inc0.54%New20,642,700$573.45M$27.78No quote
56COHCoach Inc0.53%Reduce -7.8%15,435,475$564.32MNo quoteNo quote
57LBTYALiberty Global PLC0.51%Add +0.0%15,990,987$546.57M$34.18No quote
58DVMTDell Technologies Inc - VMware0.49%New10,811,775$516.8MNo quoteNo quote
59MDTMedtronic PLC0.45%Reduce -13.4%5,584,858$482.53M$86.40No quote
60HOGHarley-Davidson Inc0.45%Reduce -3.8%9,069,783$476.98M$52.59No quote
61WFTWeatherford International PLC0.44%Add +2.5%83,256,967$467.9MNo quoteNo quote
62RDSARoyal Dutch Shell PLC0.43%Reduce -12.1%9,189,023$460.09MNo quoteNo quote
63DHRDanaher Corp0.42%Reduce -14.1%5,715,408$448.03M$78.39No quote
64AEGAegon NV0.40%Add +0.6%111,413,650$430.06M$3.86No quote
65QVCALiberty Interactive Corp QVC G0.38%Reduce -2.7%20,180,827$403.82MNo quoteNo quote
66ELVAnthem Inc0.37%Reduce -2.9%3,111,405$389.89M$125.31No quote
67ALNYAlnylam Pharmaceuticals Inc0.34%Add +109.6%5,276,068$357.61M$67.78No quote
68FOXTwenty-First Century Fox Inc0.33%Reduce -1.0%14,092,800$348.66M$24.74No quote
69GOOGLAlphabet Inc0.27%Reduce -5.6%358,042$287.89M$804.06No quote
70CXCemex SAB de CV0.27%Reduce -22.6%35,521,790$282.04M$7.94No quote
71AGUAgrium Inc0.23%-2,665,183$241.71MNo quoteNo quote
72HMCHonda Motor Co Ltd0.16%-5,749,300$166.27MNo quoteNo quote
73LILAKLiberty Global Plc LiLAC0.10%Reduce -0.1%3,896,809$109.31M$28.05No quote
74NWSANews Corp0.10%Reduce -8.3%7,563,374$105.74M$13.98No quote
75LILALiberty Global Plc LiLAC0.07%-2,527,589$69.74M$27.59No quote
76CVXChevron Corp0.05%Reduce -0.8%510,026$52.49M$102.92No quote
77GEGeneral Electric Co0.04%Reduce -3.2%1,563,781$46.32M$29.62No quote
78ITUBItau Unibanco Holding SA0.04%New4,051,561$44.32M$10.94No quote
79JNPRJuniper Networks Inc0.04%Reduce -4.6%1,791,239$43.1MNo quoteNo quote
80CDNSCadence Design Systems Inc0.03%Reduce -2.4%1,166,443$29.78M$25.53No quote
81PFEPfizer Inc0.02%Reduce -6.9%773,142$26.19M$33.87No quote
82STISunTrust Banks Inc0.02%Reduce -2.6%542,599$23.77MNo quoteNo quote
83TRVTravelers Cos Inc/The0.02%Reduce -0.9%195,583$22.4M$114.55No quote
84ADBEAdobe Systems Inc0.02%Reduce -3.4%205,964$22.36M$108.54No quote
85DOWDow Chemical Co/The0.02%Reduce -1.9%411,442$21.33M$51.83No quote
86ERICEricsson0.02%Add +6.5%2,360,685$17.02MNo quoteNo quote
87EBAYeBay Inc0.02%Reduce -9.1%511,213$16.82M$32.90No quote
88CSCredit Suisse Group AG0.01%Reduce -15.6%1,202,216$15.8MNo quoteNo quote
89IBMIBM0.01%Reduce -0.6%98,956$15.72M$158.85No quote
90OXYOccidental Petroleum Corp0.01%Reduce -0.5%189,284$13.8M$72.92No quote
91PGProcter & Gamble Co/The0.01%Reduce -0.2%151,223$13.57M$89.75No quote
92XOMExxon Mobil Corp0.01%Reduce -0.8%140,870$12.3M$87.28No quote
93VMCVulcan Materials Co0.01%-100,405$11.42M$113.73No quote
94HDHome Depot Inc/The0.01%Reduce -0.5%86,115$11.08M$128.68No quote
95TMOThermo Fisher Scientific Inc0.01%Reduce -87.2%67,602$10.75M$159.06No quote
96BSXBoston Scientific Corp0.01%Reduce -0.7%382,130$9.1M$23.80No quote
97PYPLPayPal Holdings Inc0.01%Reduce -13.0%216,163$8.86M$40.97No quote
98DEODiageo PLC0.01%-73,874$8.57M$116.04No quote
99AMGNAmgen Inc0.01%Reduce -2.7%40,157$6.7M$166.82No quote
100USBUS Bancorp0.01%Reduce -1.4%153,734$6.59M$42.89No quote
101DISWalt Disney Co/The0.01%Reduce -1.0%66,956$6.22M$92.87No quote
102CATCaterpillar Inc0.00%-57,448$5.1M$88.78No quote
103MSIMotorola Solutions Inc0.00%-66,596$5.08M$76.28No quote
104JNJJohnson & Johnson0.00%Reduce -0.6%34,985$4.13M$118.14No quote
105MMM3M Co0.00%Reduce -0.7%22,579$3.98M$176.23No quote
106BMYBristol-Myers Squibb Co0.00%Reduce -0.3%71,958$3.88M$53.92No quote
107NUENucor Corp0.00%-72,400$3.58M$49.45No quote
108KMXCarMax Inc0.00%Reduce -2.3%64,040$3.42M$53.36No quote
109AAPLApple Inc0.00%-25,654$2.9M$113.04No quote
110ULUnilever PLC0.00%Reduce -11.3%60,400$2.86M$47.40No quote
111MCDMcDonald's Corp0.00%-24,656$2.84M$115.35No quote
112UNUnilever NV0.00%Reduce -2.3%60,147$2.77MNo quoteNo quote
113BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%-17,789$2.57MNo quoteNo quote
114BDXBecton Dickinson and Co0.00%-13,830$2.49M$179.75No quote
115LLYEli Lilly & Co0.00%-29,332$2.35M$80.25No quote
116SPGIS&P Global Inc0.00%-18,171$2.3M$126.58No quote
117DEDeere & Co0.00%-26,766$2.28M$85.33No quote
118GPCGenuine Parts Co0.00%-21,962$2.21M$100.45No quote
119CSCComputer Sciences Corp0.00%-40,700$2.13MNo quoteNo quote
120DDEI du Pont de Nemours & Co0.00%Reduce -3.7%31,356$2.1M$66.97No quote
121ABBVAbbVie Inc0.00%-33,232$2.1M$63.07No quote
122CBChubb Ltd0.00%Reduce -13.6%15,418$1.94M$125.63No quote
123PMPhilip Morris International In0.00%-19,900$1.94M$97.24No quote
124PNCPNC Financial Services Group I0.00%-20,800$1.87M$90.10No quote
125PPGPPG Industries Inc0.00%-18,000$1.86M$103.33No quote
126GSKGlaxoSmithKline PLC0.00%Reduce -5.2%41,962$1.81M$43.13No quote
127MOAltria Group Inc0.00%-23,800$1.51M$63.24No quote
128KOCoca-Cola Co/The0.00%-34,242$1.45M$42.32No quote
129ABTAbbott Laboratories0.00%-29,268$1.24M$42.30No quote
130NEENextEra Energy Inc0.00%Reduce -5.6%10,076$1.23M$122.27No quote
131CSRACSRA Inc0.00%Reduce -10.5%43,400$1.17MNo quoteNo quote
132COPConocoPhillips0.00%-26,788$1.16M$43.45No quote
133DUKDuke Energy Corp0.00%-12,979$1.04MNo quoteNo quote
134CLColgate-Palmolive Co0.00%-14,000$1.04M$74.14No quote
135APDAir Products & Chemicals Inc0.00%-6,250$940K$150.40No quote
136AMZNAmazon.com Inc0.00%-1,055$883K$836.97No quote
137HONHoneywell International Inc0.00%-7,531$878K$116.58No quote
138PHGKoninklijke Philips NV0.00%Reduce -15.8%29,350$868K$29.57No quote
139LVNTALiberty Ventures0.00%-19,837$791KNo quoteNo quote
140VVisa Inc0.00%Reduce -5.2%9,080$751K$82.71No quote
141DNBDun & Bradstreet Corp/The0.00%-5,425$741KNo quoteNo quote
142GISGeneral Mills Inc0.00%-11,200$715K$63.84No quote
143CTXSCitrix Systems Inc0.00%-8,226$701KNo quoteNo quote
144WBAWalgreens Boots Alliance Inc0.00%-8,579$692KNo quoteNo quote
145BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-3$649KNo quoteNo quote
146PSXPhillips 660.00%-7,677$618K$80.50No quote
147PHParker-Hannifin Corp0.00%Reduce -1.1%4,618$580K$125.60No quote
148PEPPepsiCo Inc0.00%Reduce -16.0%5,245$570K$108.67No quote
149NSCNorfolk Southern Corp0.00%-5,497$534K$97.14No quote
150MDLZMondelez International Inc0.00%-11,840$520K$43.92No quote
151KMBKimberly-Clark Corp0.00%-4,023$507K$126.03No quote
152RIORio Tinto PLC0.00%-15,000$501K$33.40No quote
153HALHalliburton Co0.00%-9,200$413K$44.89No quote
155QCOMQUALCOMM Inc0.00%-5,430$372K$68.51No quote
154DDominion Resources Inc/VA0.00%-5,012$372K$74.22No quote
156MMacy's Inc0.00%-10,000$370K$37.00No quote
157FLRFluor Corp0.00%-7,195$369K$51.29No quote
158MMCMarsh & McLennan Cos Inc0.00%-5,360$360KNo quoteNo quote
159MCOMoody's Corp0.00%-3,300$357K$108.18No quote
160LOWLowe's Cos Inc0.00%-4,910$355K$72.30No quote
161KHCKraft Heinz Co/The0.00%-3,946$353K$89.46No quote
162STTState Street Corp0.00%-4,900$341K$69.59No quote
163EQIXEquinix Inc0.00%-904$326K$360.62No quote
164AMPAmeriprise Financial Inc0.00%-3,182$317K$99.62No quote
165GILDGilead Sciences Inc0.00%-3,750$297K$79.20No quote
166VZVerizon Communications Inc0.00%-5,500$286K$52.00No quote
167ALLAllstate Corp/The0.00%-3,796$263K$69.28No quote
168CCitigroup Inc0.00%-5,450$257K$47.16No quote
169YHOOYahoo! Inc0.00%-5,500$237KNo quoteNo quote
170UTXUnited Technologies Corp0.00%Reduce -15.5%2,321$236KNo quoteNo quote
171UFSDomtar Corp0.00%-6,200$230KNo quoteNo quote
172LVLTLevel 3 Communications Inc0.00%-4,778$222KNo quoteNo quote
174HESHess Corp0.00%-4,106$220KNo quoteNo quote
173HIGHartford Financial Services Gr0.00%-5,140$220K$42.80No quote
175MSMorgan Stanley0.00%New6,300$202K$32.06No quote
176XRXXerox Corp0.00%Reduce -26.1%17,000$172K$10.12No quote
180VFCVF Corp-Sold0$0No quoteNo quote
179TYCZZZZTyco International Plc-Sold0$0No quoteNo quote
178SRESempra Energy-Sold0$0No quoteNo quote
177EMCEMC Corp/MA-Sold0$0No quoteNo quote