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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 181 rows. Rows without a quote are marked unavailable.

1HPEHewlett Packard Enterprise Co4.28%Add +1.9%212,762,860$5.04B$23.70No quote
2BACBank of America Corp3.72%Reduce -1.5%185,448,539$4.37B$23.59No quote
3WFCWells Fargo & Co3.37%Reduce -0.5%71,190,652$3.96B$55.66No quote
4SCHWCharles Schwab Corp/The3.31%Reduce -1.2%95,552,125$3.9B$40.81No quote
5COFCapital One Financial Corp3.28%Reduce -1.4%44,582,892$3.86B$86.66No quote
6NVSNovartis AG3.19%Add +10.6%50,585,790$3.76B$74.27No quote
7CHTRCharter Communications Inc2.84%Reduce -1.3%10,225,842$3.35B$327.32No quote
8SLBSchlumberger Ltd2.84%Reduce -9.2%42,777,298$3.34B$78.10No quote
9GSGoldman Sachs Group Inc/The2.73%Reduce -1.4%14,002,587$3.22B$229.72No quote
10TWXTime Warner Inc2.63%Reduce -2.0%31,732,422$3.1BNo quoteNo quote
11SNYSanofi2.61%Reduce -0.8%67,977,413$3.08B$45.25No quote
12CMCSAComcast Corp2.41%Add +96.8%75,400,283$2.83B$37.59No quote
13MSFTMicrosoft Corp2.36%Reduce -1.4%42,209,631$2.78B$65.86No quote
14GOOGAlphabet Inc2.28%Add +4.6%3,237,600$2.69B$829.56No quote
15JPMJPMorgan Chase & Co1.97%Reduce -1.0%26,367,890$2.32B$87.84No quote
16FDXFedEx Corp1.91%Reduce -0.6%11,493,467$2.24B$195.15No quote
17AXPAmerican Express Co1.88%Reduce -2.5%28,042,105$2.22B$79.11No quote
18FOXATwenty-First Century Fox Inc1.88%Reduce -0.8%68,409,689$2.22B$32.39No quote
19CSCOCisco Systems Inc1.85%Reduce -0.0%64,558,463$2.18B$33.80No quote
20METMetLife Inc1.83%Reduce -0.7%40,811,711$2.16B$52.82No quote
21BKBank of New York Mellon Corp/T1.81%Reduce -9.4%45,008,588$2.13B$47.23No quote
22HPQHP Inc1.79%Reduce -15.5%118,064,074$2.11B$17.88No quote
23CICigna Corp1.79%Reduce -0.5%14,399,578$2.11B$146.49No quote
24TELTE Connectivity Ltd1.73%Reduce -1.0%27,341,707$2.04B$74.55No quote
25ESRXExpress Scripts Holding Co1.61%Add +35.9%28,800,496$1.9BNo quoteNo quote
26AZNAstraZeneca PLC1.51%Add +14.7%56,906,499$1.77B$31.14No quote
27UNHUnitedHealth Group Inc1.41%Reduce -2.2%10,142,183$1.66B$164.01No quote
28BMYBristol-Myers Squibb Co1.35%Add +29.2%29,120,190$1.58B$54.38No quote
29WMTWal-Mart Stores Inc1.31%Reduce -1.8%21,385,083$1.54B$72.08No quote
30SSprint Corp1.29%Reduce -1.4%175,436,817$1.52BNo quoteNo quote
31APAApache Corp1.26%Reduce -0.5%28,770,336$1.48B$51.39No quote
32PCLNPriceline Group Inc/The1.24%Add +2.3%818,803$1.46BNo quoteNo quote
33BHIBaker Hughes Inc1.23%Reduce -5.6%24,237,769$1.45BNo quoteNo quote
34UNPUnion Pacific Corp1.23%Reduce -2.6%13,648,408$1.45B$105.92No quote
35APCAnadarko Petroleum Corp1.20%Reduce -0.3%22,828,608$1.42BNo quoteNo quote
36JCIJohnson Controls International1.13%Reduce -1.0%31,531,650$1.33B$42.12No quote
37JDJD.com Inc1.08%Reduce -1.3%40,809,636$1.27B$31.11No quote
38NOVNational Oilwell Varco Inc1.07%Add +0.1%31,342,539$1.26B$40.09No quote
39CECelanese Corp0.98%Reduce -3.2%12,891,355$1.16B$89.85No quote
40PBR/APetroleo Brasileiro SACUSIP 71654V1010.97%Add +0.3%124,024,903$1.14BNo quoteNo quote
41SUSuncor Energy Inc0.89%Add +64.2%34,233,900$1.05B$30.75No quote
42DISHDISH Network Corp0.87%Reduce -0.3%16,213,580$1.03BNo quoteNo quote
43LBTYKLiberty Global PLC0.86%Reduce -0.0%28,750,747$1.01B$35.04No quote
44-UBS Group AGCUSIP DC10067250.85%Add +45.3%62,646,927$1BNo quoteNo quote
45TVGrupo Televisa SAB0.84%Add +4.3%38,021,317$986.27MNo quoteNo quote
46MDTMedtronic PLC0.84%Add +14.2%12,212,276$983.82M$80.56No quote
47BIDUBaidu Inc0.83%Reduce -0.2%5,665,387$977.39M$172.52No quote
48BBTBB&T Corp0.80%Reduce -1.0%21,005,769$938.96MNo quoteNo quote
49MRKMerck & Co Inc0.74%Reduce -1.9%13,689,174$869.81M$63.54No quote
50VMWVMware Inc0.72%Reduce -2.5%9,235,371$850.95MNo quoteNo quote
51MXIMMaxim Integrated Products Inc0.72%Reduce -1.8%18,815,873$845.96MNo quoteNo quote
52SNPSSynopsys Inc0.69%Reduce -2.9%11,192,275$807.3M$72.13No quote
53GLWCorning Inc0.66%Reduce -8.6%28,633,730$773.11M$27.00No quote
54CXOConcho Resources Inc0.60%Reduce -0.0%5,539,330$710.92MNo quoteNo quote
55DVMTDell Technologies Inc Class V0.57%Reduce -19.9%10,506,339$673.25MNo quoteNo quote
56COHCoach Inc0.53%Reduce -0.6%15,112,157$624.59MNo quoteNo quote
57NTAPNetApp Inc0.52%Reduce -36.3%14,683,835$614.52M$41.85No quote
58TGTTarget Corp0.51%Add +0.0%10,922,697$602.82M$55.19No quote
59LBTYALiberty Global PLC0.49%Add +0.0%16,149,987$579.3M$35.87No quote
60CXCemex SAB de CV0.49%Add +30.8%63,084,626$572.18M$9.07No quote
61AEGAegon NV0.47%Reduce -0.3%108,294,447$555.55M$5.13No quote
62WFTWeatherford International PLC0.47%Add +0.1%83,446,721$554.92MNo quoteNo quote
63ZAYOZayo Group Holdings Inc0.46%Add +13.0%16,469,578$541.85MNo quoteNo quote
64HOGHarley-Davidson Inc0.45%Reduce -1.3%8,772,012$530.71M$60.50No quote
65JNPRJuniper Networks Inc0.42%Add +176.7%17,616,080$490.26MNo quoteNo quote
66ALNYAlnylam Pharmaceuticals Inc0.41%Add +2.1%9,399,245$481.71M$51.25No quote
67QVCALiberty Interactive Corp QVC G0.41%Add +19.2%23,822,043$476.92MNo quoteNo quote
68ELVAnthem Inc0.40%Reduce -5.5%2,839,368$469.58M$165.38No quote
69FOXTwenty-First Century Fox Inc0.38%Reduce -0.2%14,087,860$447.71M$31.78No quote
70DHRDanaher Corp0.37%Reduce -2.3%5,099,223$436.14M$85.53No quote
71AGUAgrium Inc0.34%Reduce -4.4%4,237,126$404.86MNo quoteNo quote
72GOOGLAlphabet Inc0.23%Reduce -3.1%319,073$270.51M$847.80No quote
73HMCHonda Motor Co Ltd0.13%Reduce -8.7%5,241,155$158.6MNo quoteNo quote
74LILAKLiberty Global Plc LiLAC0.13%Add +1.8%6,661,009$153.47M$23.04No quote
75NWSANews Corp0.11%Add +33.1%9,841,561$127.94M$13.00No quote
76LILALiberty Global Plc LiLAC0.09%Add +0.6%5,012,589$111.48M$22.24No quote
77ITUBItau Unibanco Holding SA0.06%Reduce -1.3%5,868,216$70.83M$12.07No quote
78CVXChevron Corp0.04%Reduce -9.4%450,688$48.39M$107.37No quote
79GEGeneral Electric Co0.03%Reduce -14.1%1,262,227$37.61M$29.80No quote
80CDNSCadence Design Systems Inc0.03%Reduce -11.2%1,000,644$31.42M$31.40No quote
81STISunTrust Banks Inc0.02%Reduce -20.8%420,780$23.27MNo quoteNo quote
82PFEPfizer Inc0.02%Reduce -9.5%678,070$23.2M$34.21No quote
83DOWDow Chemical Co/The0.02%Reduce -6.3%359,705$22.86M$63.54No quote
84TRVTravelers Cos Inc/The0.02%Reduce -4.0%183,583$22.13M$120.54No quote
85ADBEAdobe Systems Inc0.02%Reduce -16.5%154,177$20.06M$130.13No quote
86SYMCSymantec Corp0.01%Reduce -92.6%561,160$17.22MNo quoteNo quote
87IBMIBM0.01%Reduce -2.8%95,985$16.72M$174.14No quote
88IBNICICI Bank Ltd0.01%-1,925,300$16.56M$8.60No quote
89CSCredit Suisse Group AG0.01%Reduce -2.3%929,324$13.79MNo quoteNo quote
90PGProcter & Gamble Co/The0.01%Reduce -2.9%145,328$13.06M$89.85No quote
91RDSARoyal Dutch Shell PLC0.01%Reduce -96.0%244,107$12.87MNo quoteNo quote
92ERICEricsson0.01%Reduce -3.4%1,920,213$12.75MNo quoteNo quote
93XOMExxon Mobil Corp0.01%Reduce -1.7%135,412$11.11M$82.01No quote
94HDHome Depot Inc/The0.01%Reduce -12.5%74,430$10.93M$146.84No quote
95OXYOccidental Petroleum Corp0.01%Reduce -8.9%165,122$10.46M$63.36No quote
96EBAYeBay Inc0.01%Reduce -36.4%277,557$9.32M$33.57No quote
97VMCVulcan Materials Co0.01%Reduce -14.9%73,196$8.82M$120.48No quote
98BSXBoston Scientific Corp0.01%Reduce -11.6%328,655$8.17M$24.87No quote
99TMOThermo Fisher Scientific Inc0.01%Reduce -3.4%48,287$7.42M$153.60No quote
100ADNTAdient PLC0.01%Reduce -97.1%97,001$7.05M$72.67No quote
101USBUS Bancorp0.01%Reduce -15.4%127,634$6.57M$51.50No quote
102DEODiageo PLC0.01%Reduce -21.2%56,474$6.53M$115.58No quote
103DISWalt Disney Co/The0.01%Reduce -9.1%56,156$6.37M$113.40No quote
104PYPLPayPal Holdings Inc0.01%Reduce -32.2%138,320$5.95M$43.02No quote
105MSIMotorola Solutions Inc0.00%-66,596$5.74M$86.22No quote
106AMGNAmgen Inc0.00%Reduce -18.0%32,137$5.27M$164.08No quote
107CATCaterpillar Inc0.00%Reduce -3.9%54,802$5.08M$92.75No quote
108AMXAmerica Movil SAB de CV0.00%Add +25.9%347,000$4.92MNo quoteNo quote
109NUENucor Corp0.00%-72,400$4.32M$59.72No quote
110JNJJohnson & Johnson0.00%Reduce -2.4%33,374$4.16M$124.56No quote
111MMM3M Co0.00%Reduce -5.7%20,686$3.96M$191.34No quote
112MCDMcDonald's Corp0.00%Reduce -7.1%22,906$2.97M$129.62No quote
113BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Reduce -2.2%17,400$2.9MNo quoteNo quote
114UNUnilever NV0.00%Reduce -2.6%55,576$2.76MNo quoteNo quote
115DEDeere & Co0.00%Reduce -4.3%24,883$2.71M$108.87No quote
116CSCComputer Sciences Corp0.00%Reduce -2.0%38,200$2.64MNo quoteNo quote
117KMXCarMax Inc0.00%Reduce -31.9%41,840$2.48M$59.23No quote
118PNCPNC Financial Services Group I0.00%Reduce -1.0%20,600$2.48M$120.24No quote
119DDEI du Pont de Nemours & Co0.00%Reduce -3.6%29,716$2.39M$80.33No quote
120LLYEli Lilly & Co0.00%Reduce -5.6%26,997$2.27M$84.12No quote
121SPGIS&P Global Inc0.00%-17,062$2.23M$130.76No quote
122PMPhilip Morris International In0.00%Reduce -2.5%19,400$2.19M$112.89No quote
123ABBVAbbVie Inc0.00%-33,232$2.17M$65.15No quote
124GPCGenuine Parts Co0.00%Reduce -6.4%20,562$1.9M$92.40No quote
125AAPLApple Inc0.00%Reduce -11.4%13,200$1.9M$143.64No quote
126PPGPPG Industries Inc0.00%-18,000$1.89M$105.06No quote
127MOAltria Group Inc0.00%-23,800$1.7M$71.43No quote
128BDXBecton Dickinson and Co0.00%Reduce -36.1%8,830$1.62M$183.47No quote
129CBChubb Ltd0.00%Reduce -28.6%11,009$1.5M$136.25No quote
130KOCoca-Cola Co/The0.00%-34,242$1.45M$42.43No quote
131GSKGlaxoSmithKline PLC0.00%Reduce -12.4%32,187$1.36M$42.16No quote
132ABTAbbott Laboratories0.00%-29,268$1.3M$44.42No quote
133COPConocoPhillips0.00%-25,288$1.26M$49.87No quote
134NEENextEra Energy Inc0.00%Reduce -2.0%9,546$1.23M$128.33No quote
135ULUnilever PLC0.00%Reduce -29.9%23,500$1.16M$49.32No quote
136CLColgate-Palmolive Co0.00%-14,000$1.03M$73.21No quote
137DUKDuke Energy Corp0.00%Reduce -5.5%12,267$1.01MNo quoteNo quote
138HONHoneywell International Inc0.00%-7,531$940K$124.82No quote
139AMZNAmazon.com Inc0.00%Reduce -5.0%955$847K$886.91No quote
140APDAir Products & Chemicals Inc0.00%Reduce -0.8%6,150$832K$135.28No quote
141PHGKoninklijke Philips NV0.00%-23,850$766K$32.12No quote
142BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-3$750KNo quoteNo quote
143PHParker-Hannifin Corp0.00%Reduce -5.1%4,381$702K$160.24No quote
144CSRACSRA Inc0.00%Reduce -45.0%23,150$678KNo quoteNo quote
145GISGeneral Mills Inc0.00%-11,200$661K$59.02No quote
146VVisa Inc0.00%Reduce -4.0%7,280$647K$88.87No quote
147WBAWalgreens Boots Alliance Inc0.00%Reduce -6.3%7,569$629KNo quoteNo quote
148CTXSCitrix Systems Inc0.00%Reduce -6.2%7,526$628KNo quoteNo quote
149DNBDun & Bradstreet Corp/The0.00%-5,425$586KNo quoteNo quote
150PSXPhillips 660.00%Reduce -1.4%6,877$545K$79.25No quote
151NSCNorfolk Southern Corp0.00%Reduce -11.1%4,797$537K$111.94No quote
152KMBKimberly-Clark Corp0.00%Reduce -2.0%3,943$519K$131.63No quote
153MDLZMondelez International Inc0.00%-11,840$510K$43.07No quote
154PEPPepsiCo Inc0.00%Reduce -13.3%4,545$508K$111.77No quote
155LVNTALiberty Ventures0.00%Reduce -2.2%11,383$506KNo quoteNo quote
156RIORio Tinto PLC0.00%Reduce -17.3%12,400$504K$40.65No quote
157HALHalliburton Co0.00%-9,200$453K$49.24No quote
158AMPAmeriprise Financial Inc0.00%Reduce -7.5%2,942$382K$129.84No quote
159MCOMoody's Corp0.00%-3,300$370K$112.12No quote
161STTState Street Corp0.00%Reduce -6.1%4,600$366K$79.57No quote
160DDominion Resources Inc/VA0.00%-4,712$366K$77.67No quote
162KHCKraft Heinz Co/The0.00%-3,946$358K$90.72No quote
163LEXEALiberty Expedia Holdings Inc0.00%Reduce -2.2%7,589$345KNo quoteNo quote
164FLRFluor Corp0.00%Reduce -13.8%6,205$327K$52.70No quote
165QCOMQUALCOMM Inc0.00%-5,430$311K$57.27No quote
166ALLAllstate Corp/The0.00%-3,796$309K$81.40No quote
167MMacy's Inc0.00%-10,000$296K$29.60No quote
168MMCMarsh & McLennan Cos Inc0.00%-3,860$285KNo quoteNo quote
169LVLTLevel 3 Communications Inc0.00%-4,778$273KNo quoteNo quote
170VZVerizon Communications Inc0.00%-5,500$268K$48.73No quote
171EQIXEquinix Inc0.00%Reduce -13.3%654$262K$400.61No quote
172UTXUnited Technologies Corp0.00%-2,321$260KNo quoteNo quote
173YHOOYahoo! Inc0.00%-5,500$255KNo quoteNo quote
174CCitigroup Inc0.00%Reduce -11.2%3,950$236K$59.75No quote
175UFSDomtar Corp0.00%-6,200$226KNo quoteNo quote
176GILDGilead Sciences Inc0.00%-3,250$221K$68.00No quote
177ADPAutomatic Data Processing Inc0.00%-2,050$210K$102.44No quote
178XRXXerox Corp0.00%Reduce -23.5%13,000$95K$7.31No quote
181MSMorgan Stanley-Sold0$0No quoteNo quote
180LOWLowe's Cos Inc-Sold0$0No quoteNo quote
179HESHess Corp-Sold0$0No quoteNo quote