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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 2026-09-12 from SEC 13F data.

Live quotes available for 139 of 183 rows. Rows without a quote are marked unavailable.

1HPEHewlett Packard Enterprise Co4.29%Reduce -1.2%208,854,672$4.83B$23.14No quote
2BACBank of America Corp3.70%Reduce -17.5%188,315,341$4.16B$22.10No quote
3SLBSchlumberger Ltd3.51%Reduce -5.8%47,119,105$3.96B$83.95No quote
4COFCapital One Financial Corp3.50%Reduce -8.3%45,234,252$3.95B$87.24No quote
5WFCWells Fargo & Co3.50%Add +6.4%71,570,036$3.94B$55.11No quote
6SCHWCharles Schwab Corp/The3.39%Reduce -5.0%96,675,174$3.82B$39.47No quote
7GSGoldman Sachs Group Inc/The3.02%Reduce -7.1%14,200,706$3.4B$239.45No quote
8NVSNovartis AG2.96%Add +4.9%45,734,721$3.33B$72.84No quote
9TWXTime Warner Inc2.78%Reduce -11.7%32,386,404$3.13BNo quoteNo quote
10CHTRCharter Communications Inc2.65%Reduce -4.9%10,361,488$2.98B$287.92No quote
11SNYSanofi2.46%Add +15.6%68,536,387$2.77B$40.44No quote
12MSFTMicrosoft Corp2.36%Reduce -3.7%42,811,191$2.66B$62.14No quote
13CMCSAComcast Corp2.35%Reduce -7.1%38,315,845$2.65B$69.05No quote
14GOOGAlphabet Inc2.12%Reduce -0.7%3,095,244$2.39B$771.82No quote
15BKBank of New York Mellon Corp/T2.09%Reduce -12.1%49,684,619$2.35B$47.38No quote
16JPMJPMorgan Chase & Co2.04%Reduce -6.6%26,640,279$2.3B$86.29No quote
17METMetLife Inc1.97%Add +0.1%41,080,974$2.21B$53.89No quote
18FDXFedEx Corp1.91%Reduce -3.8%11,560,600$2.15B$186.20No quote
19AXPAmerican Express Co1.89%Reduce -1.6%28,747,400$2.13B$74.08No quote
20HPQHP Inc1.84%Reduce -17.4%139,751,357$2.07B$14.84No quote
21CSCOCisco Systems Inc1.73%Reduce -3.1%64,584,351$1.95B$30.22No quote
22FOXATwenty-First Century Fox Inc1.72%Reduce -0.3%68,961,141$1.93B$28.04No quote
23CICigna Corp1.71%Add +0.1%14,470,558$1.93B$133.39No quote
24TELTE Connectivity Ltd1.70%Reduce -1.9%27,624,137$1.91B$69.28No quote
25APAApache Corp1.63%Reduce -0.8%28,908,995$1.83B$63.47No quote
26BHIBaker Hughes Inc1.48%Reduce -22.8%25,677,863$1.67BNo quoteNo quote
27UNHUnitedHealth Group Inc1.47%Reduce -24.2%10,371,811$1.66B$160.04No quote
28APCAnadarko Petroleum Corp1.42%Reduce -0.2%22,896,996$1.6BNo quoteNo quote
29WMTWal-Mart Stores Inc1.34%Reduce -4.9%21,769,126$1.5B$69.12No quote
30SSprint Corp1.33%Reduce -1.9%177,879,585$1.5BNo quoteNo quote
31ESRXExpress Scripts Holding Co1.29%Reduce -1.0%21,188,820$1.46BNo quoteNo quote
32UNPUnion Pacific Corp1.29%Reduce -2.7%14,016,965$1.45B$103.68No quote
33AZNAstraZeneca PLC1.20%Add +17.6%49,624,088$1.36B$27.32No quote
34BMYBristol-Myers Squibb Co1.17%Add +31227.4%22,542,561$1.32B$58.44No quote
35JCIJohnson Controls International1.16%Reduce -3.5%31,840,537$1.31B$41.19No quote
36PCLNPriceline Group Inc/The1.04%Reduce -0.8%800,681$1.17BNo quoteNo quote
37NOVNational Oilwell Varco Inc1.04%Reduce -0.8%31,308,384$1.17B$37.44No quote
38PBR-APetroleo Brasileiro SA0.97%Reduce -1.9%123,659,203$1.09B$8.81No quote
39JDJD.com Inc0.93%Reduce -5.7%41,336,936$1.05B$25.44No quote
40CECelanese Corp0.93%Reduce -1.9%13,320,928$1.05B$78.74No quote
41BBTBB&T Corp0.89%Reduce -11.6%21,214,567$997.51MNo quoteNo quote
42DISHDISH Network Corp0.84%Add +16.4%16,265,180$942.24MNo quoteNo quote
43BIDUBaidu Inc0.83%Add +0.9%5,675,987$933.19M$164.41No quote
44LBTYKLiberty Global PLC0.76%Add +6.7%28,759,447$854.16M$29.70No quote
45MRKMerck & Co Inc0.73%Reduce -23.8%13,961,442$821.91M$58.87No quote
46NTAPNetApp Inc0.72%Reduce -31.3%23,044,921$812.79M$35.27No quote
47TGTTarget Corp0.70%Reduce -4.8%10,920,581$788.79M$72.23No quote
48TVGrupo Televisa SAB0.68%Add +10.8%36,470,992$761.88MNo quoteNo quote
49MDTMedtronic PLC0.68%Add +91.5%10,695,125$761.81M$71.23No quote
50GLWCorning Inc0.67%Reduce -14.1%31,311,689$759.94M$24.27No quote
51VMWVMware Inc0.66%Reduce -18.8%9,474,478$745.93MNo quoteNo quote
52MXIMMaxim Integrated Products Inc0.66%Reduce -1.4%19,164,041$739.16MNo quoteNo quote
53CXOConcho Resources Inc0.65%Reduce 0.0%5,539,659$734.56MNo quoteNo quote
54DVMTDell Technologies Inc Class V0.64%Add +21.3%13,108,780$720.59MNo quoteNo quote
55SUSuncor Energy Inc0.61%Add +1.0%20,844,300$681.4M$32.69No quote
56SNPSSynopsys Inc0.60%Reduce -8.0%11,520,675$678.11M$58.86No quote
57-UBS Group AGCUSIP DC10067250.60%Reduce -7.0%43,113,727$674.94MNo quoteNo quote
58AEGAegon NV0.53%Reduce -2.5%108,665,654$600.92M$5.53No quote
59COHCoach Inc0.47%Reduce -1.5%15,202,676$532.4MNo quoteNo quote
60HOGHarley-Davidson Inc0.46%Reduce -2.0%8,885,423$518.38M$58.34No quote
61LBTYALiberty Global PLC0.44%Add +1.0%16,146,387$493.92M$30.59No quote
62ZAYOZayo Group Holdings Inc0.43%New14,570,052$478.77MNo quoteNo quote
63AGUAgrium Inc0.40%Add +66.3%4,432,226$445.66MNo quoteNo quote
64ELVAnthem Inc0.38%Reduce -3.4%3,005,018$432.03M$143.77No quote
65WFTWeatherford International PLC0.37%Add +0.1%83,371,421$416.02MNo quoteNo quote
66DHRDanaher Corp0.36%Reduce -8.7%5,221,273$406.42M$77.84No quote
67QVCALiberty Interactive Corp0.35%Reduce -0.9%19,991,380$399.43MNo quoteNo quote
68CXCemex SAB de CV0.34%Add +35.8%48,246,094$387.42M$8.03No quote
69FOXTwenty-First Century Fox Inc0.34%Add +0.2%14,121,160$384.8M$27.25No quote
70ALNYAlnylam Pharmaceuticals Inc0.31%Add +74.5%9,204,950$344.63M$37.44No quote
71RDSARoyal Dutch Shell PLC0.30%Reduce -33.1%6,149,868$334.43MNo quoteNo quote
72GOOGLAlphabet Inc0.23%Reduce -8.0%329,282$260.94M$792.45No quote
73ADNTAdient plc0.17%New3,295,253$193.1M$58.60No quote
74SYMCSymantec Corp0.16%Reduce -80.6%7,563,704$180.7MNo quoteNo quote
75JNPRJuniper Networks Inc0.16%Add +255.4%6,366,036$179.9MNo quoteNo quote
76HMCHonda Motor Co Ltd0.15%Reduce -0.1%5,741,155$167.58MNo quoteNo quote
77LILAKLiberty Global Plc LiLAC0.12%Add +67.9%6,544,191$138.54M$21.17No quote
78LILALiberty Global Plc LiLAC0.10%Add +97.1%4,980,987$109.38M$21.96No quote
79NWSANews Corp0.08%Reduce -2.3%7,392,557$84.72M$11.46No quote
80ITUBItau Unibanco Holding SA0.05%Add +46.7%5,944,516$61.11M$10.28No quote
81CVXChevron Corp0.05%Reduce -2.5%497,236$58.53M$117.70No quote
82GEGeneral Electric Co0.04%Reduce -6.1%1,468,804$46.41M$31.60No quote
83STISunTrust Banks Inc0.03%Reduce -2.1%531,190$29.14MNo quoteNo quote
84CDNSCadence Design Systems Inc0.03%Reduce -3.4%1,127,309$28.43M$25.22No quote
85PFEPfizer Inc0.02%Reduce -3.1%748,972$24.33M$32.48No quote
86TRVTravelers Cos Inc/The0.02%Reduce -2.2%191,269$23.42M$122.42No quote
87DOWDow Chemical Co/The0.02%Reduce -6.7%383,702$21.96M$57.22No quote
88ADBEAdobe Systems Inc0.02%Reduce -10.3%184,712$19.02M$102.95No quote
89IBMIBM0.01%Reduce -0.2%98,746$16.39M$165.99No quote
90IBNICICI Bank Ltd0.01%New1,925,300$14.42M$7.49No quote
91CSCredit Suisse Group AG0.01%Reduce -20.9%950,732$13.61MNo quoteNo quote
92EBAYeBay Inc0.01%Reduce -14.6%436,665$12.97M$29.69No quote
93OXYOccidental Petroleum Corp0.01%Reduce -4.2%181,287$12.91M$71.23No quote
94PGProcter & Gamble Co/The0.01%Reduce -1.0%149,694$12.59M$84.08No quote
95XOMExxon Mobil Corp0.01%Reduce -2.2%137,771$12.44M$90.26No quote
96ERICEricsson0.01%Reduce -15.8%1,987,798$11.59MNo quoteNo quote
97HDHome Depot Inc/The0.01%Reduce -1.2%85,065$11.41M$134.09No quote
98VMCVulcan Materials Co0.01%Reduce -14.3%86,035$10.77M$125.15No quote
99PYPLPayPal Holdings Inc0.01%Reduce -5.6%204,020$8.05M$39.47No quote
100BSXBoston Scientific Corp0.01%Reduce -2.7%371,671$8.04M$21.63No quote
101USBUS Bancorp0.01%Reduce -1.9%150,834$7.75M$51.37No quote
102DEODiageo PLC0.01%Reduce -3.0%71,674$7.45M$103.94No quote
103TMOThermo Fisher Scientific Inc0.01%Reduce -26.0%50,002$7.06M$141.09No quote
104DISWalt Disney Co/The0.01%Reduce -7.8%61,756$6.44M$104.22No quote
105AMGNAmgen Inc0.01%Reduce -2.4%39,207$5.73M$146.20No quote
106MSIMotorola Solutions Inc0.00%-66,596$5.52M$82.89No quote
107CATCaterpillar Inc0.00%Reduce -0.8%57,004$5.29M$92.75No quote
108NUENucor Corp0.00%-72,400$4.31M$59.52No quote
109KMXCarMax Inc0.00%Reduce -4.0%61,477$3.96M$64.40No quote
110JNJJohnson & Johnson0.00%Reduce -2.3%34,185$3.94M$115.20No quote
111MMM3M Co0.00%Reduce -2.9%21,936$3.92M$178.56No quote
112AMXAmerica Movil SAB de CV0.00%New275,500$3.46MNo quoteNo quote
113MCDMcDonald's Corp0.00%-24,656$3M$121.71No quote
114BRK-BBerkshire Hathaway Inc0.00%-17,789$2.9M$162.97No quote
115DEDeere & Co0.00%Reduce -2.9%25,993$2.68M$103.03No quote
116PNCPNC Financial Services Group I0.00%-20,800$2.43M$116.97No quote
117UNUnilever NV0.00%Reduce -5.1%57,076$2.34MNo quoteNo quote
118CSCComputer Sciences Corp0.00%Reduce -4.2%39,000$2.32MNo quoteNo quote
119BDXBecton Dickinson and Co0.00%-13,830$2.29M$165.58No quote
120DDEI du Pont de Nemours & Co0.00%Reduce -1.7%30,816$2.26M$73.40No quote
121LLYEli Lilly & Co0.00%Reduce -2.5%28,597$2.1M$73.54No quote
122GPCGenuine Parts Co0.00%-21,962$2.1M$95.53No quote
123ABBVAbbVie Inc0.00%-33,232$2.08M$62.62No quote
124CBChubb Ltd0.00%-15,418$2.04M$132.12No quote
125SPGIS&P Global Inc0.00%Reduce -6.1%17,062$1.84M$107.55No quote
126PMPhilip Morris International In0.00%-19,900$1.82M$91.51No quote
127AAPLApple Inc0.00%Reduce -42.0%14,893$1.73M$115.83No quote
128PPGPPG Industries Inc0.00%-18,000$1.71M$94.78No quote
129MOAltria Group Inc0.00%-23,800$1.61M$67.61No quote
130KOCoca-Cola Co/The0.00%-34,242$1.42M$41.47No quote
131GSKGlaxoSmithKline PLC0.00%Reduce -12.4%36,762$1.42M$38.52No quote
132ULUnilever PLC0.00%Reduce -44.5%33,500$1.36M$40.69No quote
133CSRACSRA Inc0.00%Reduce -3.0%42,100$1.34MNo quoteNo quote
134COPConocoPhillips0.00%Reduce -5.6%25,288$1.27M$50.14No quote
135NEENextEra Energy Inc0.00%Reduce -3.3%9,746$1.16M$119.43No quote
136ABTAbbott Laboratories0.00%-29,268$1.12M$38.40No quote
137DUKDuke Energy Corp0.00%-12,979$1.01MNo quoteNo quote
138CLColgate-Palmolive Co0.00%-14,000$916K$65.43No quote
139APDAir Products & Chemicals Inc0.00%Reduce -0.8%6,200$892K$143.87No quote
140HONHoneywell International Inc0.00%-7,531$872K$115.79No quote
141AMZNAmazon.com Inc0.00%Reduce -4.7%1,005$754K$750.25No quote
142BRK-ABerkshire Hathaway Inc0.00%-3$732K$244000.00No quote
143PHGKoninklijke Philips NV0.00%Reduce -18.7%23,850$729K$30.57No quote
144CTXSCitrix Systems Inc0.00%Reduce -2.4%8,026$717KNo quoteNo quote
145GISGeneral Mills Inc0.00%-11,200$692K$61.79No quote
146WBAWalgreens Boots Alliance Inc0.00%Reduce -5.8%8,079$669KNo quoteNo quote
147DNBDun & Bradstreet Corp/The0.00%-5,425$658KNo quoteNo quote
148PHParker-Hannifin Corp0.00%-4,618$647K$140.10No quote
149PSXPhillips 660.00%Reduce -9.1%6,977$603K$86.43No quote
150VVisa Inc0.00%Reduce -16.5%7,580$591K$77.97No quote
151NSCNorfolk Southern Corp0.00%Reduce -1.8%5,397$583K$108.02No quote
152RIORio Tinto PLC0.00%-15,000$577K$38.47No quote
153PEPPepsiCo Inc0.00%-5,245$549K$104.67No quote
154MDLZMondelez International Inc0.00%-11,840$525K$44.34No quote
155HALHalliburton Co0.00%-9,200$498K$54.13No quote
156KMBKimberly-Clark Corp0.00%-4,023$459K$114.09No quote
157LVNTALiberty Interactive Corp0.00%New11,642$429KNo quoteNo quote
158STTState Street Corp0.00%-4,900$381K$77.76No quote
159FLRFluor Corp0.00%-7,195$378K$52.54No quote
160DDominion Resources Inc/VA0.00%Reduce -6.0%4,712$361K$76.61No quote
161MMacy's Inc0.00%-10,000$358K$35.80No quote
162QCOMQUALCOMM Inc0.00%-5,430$354K$65.19No quote
163AMPAmeriprise Financial Inc0.00%-3,182$353K$110.94No quote
164KHCKraft Heinz Co/The0.00%-3,946$345K$87.43No quote
165MCOMoody's Corp0.00%-3,300$311K$94.24No quote
166LEXEALiberty Expedia Holdings Inc0.00%New7,761$308KNo quoteNo quote
167VZVerizon Communications Inc0.00%-5,500$294K$53.45No quote
168ALLAllstate Corp/The0.00%-3,796$281K$74.03No quote
169LOWLowe's Cos Inc0.00%Reduce -20.4%3,910$278K$71.10No quote
171LVLTLevel 3 Communications Inc0.00%-4,778$269KNo quoteNo quote
170EQIXEquinix Inc0.00%Reduce -16.6%754$269K$356.76No quote
172CCitigroup Inc0.00%Reduce -18.4%4,450$264K$59.33No quote
173MMCMarsh & McLennan Cos Inc0.00%Reduce -28.0%3,860$261KNo quoteNo quote
174HESHess Corp0.00%-4,106$256KNo quoteNo quote
175UTXUnited Technologies Corp0.00%-2,321$254KNo quoteNo quote
176UFSDomtar Corp0.00%-6,200$242KNo quoteNo quote
177GILDGilead Sciences Inc0.00%Reduce -13.3%3,250$233K$71.69No quote
178MSMorgan Stanley0.00%Reduce -12.7%5,500$232K$42.18No quote
179YHOOYahoo! Inc0.00%-5,500$213KNo quoteNo quote
180ADPAutomatic Data Processing Inc0.00%New2,050$211K$102.93No quote
181XRXXerox Corp0.00%-17,000$148K$8.71No quote
183LVNTALiberty Ventures-Sold0$0No quoteNo quote
182HIGHartford Financial Services Gr-Sold0$0No quoteNo quote