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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 138 of 185 rows. Rows without a quote are marked unavailable.

1SCHWCharles Schwab Corp/The3.60%Reduce -1.8%85,484,446$4.46B$52.22No quote
2COFCapital One Financial Corp3.34%Reduce -1.5%43,164,037$4.14B$95.82No quote
3BACBank of America Corp3.28%Reduce -7.8%135,534,435$4.06B$29.99No quote
4WFCWells Fargo & Co3.27%Add +9.5%77,382,281$4.06B$52.41No quote
5HPEHewlett Packard Enterprise Co3.13%Reduce -7.3%220,884,661$3.87B$17.54No quote
6NVSNovartis AG2.89%Reduce -0.6%44,300,162$3.58B$80.85No quote
7MSFTMicrosoft Corp2.83%Reduce -1.7%38,380,491$3.5B$91.27No quote
8CMCSAComcast Corp2.81%Add +8.9%101,781,445$3.48B$34.17No quote
9JCIJohnson Controls International2.71%Add +25.5%95,364,511$3.36B$35.24No quote
10GOOGAlphabet Inc2.63%Reduce -1.6%3,159,044$3.26B$1031.79No quote
11CHTRCharter Communications Inc2.54%Add +8.3%10,120,571$3.15B$311.22No quote
12TWXTime Warner Inc2.41%Add +51.1%31,548,482$2.98BNo quoteNo quote
13SLBSchlumberger Ltd2.27%Reduce -11.8%43,423,343$2.81B$64.78No quote
14JPMJPMorgan Chase & Co2.24%Reduce -1.8%25,264,090$2.78B$109.97No quote
15APCAnadarko Petroleum Corp2.24%Reduce -1.0%45,924,992$2.77BNo quoteNo quote
16GSGoldman Sachs Group Inc/The2.17%Reduce -7.5%10,668,523$2.69B$251.86No quote
17FOXATwenty-First Century Fox Inc2.04%Reduce -3.4%68,756,433$2.52B$36.69No quote
18FDXFedEx Corp2.02%Reduce -2.5%10,416,573$2.5B$240.11No quote
19SNYSanofi1.99%Reduce -0.9%61,512,540$2.47B$40.08No quote
20AXPAmerican Express Co1.97%Reduce -0.8%26,197,062$2.44B$93.28No quote
21ESRXExpress Scripts Holding Co1.95%Add +0.6%34,977,619$2.42BNo quoteNo quote
22TELTE Connectivity Ltd1.89%Reduce -5.2%23,406,224$2.34B$99.90No quote
23BKBank of New York Mellon Corp/T1.87%Reduce -1.5%44,917,941$2.31B$51.53No quote
24CSCOCisco Systems Inc1.74%Reduce -16.2%50,300,958$2.16B$42.89No quote
25METMetLife Inc1.69%Add +14.9%45,616,887$2.09B$45.89No quote
26AZNAstraZeneca PLC1.54%Reduce -3.5%54,530,179$1.91B$34.97No quote
27GSKGlaxoSmithKline PLC1.53%Add +10.1%48,551,967$1.9B$39.07No quote
28HPQHP Inc1.46%Reduce -1.8%82,757,309$1.81B$21.92No quote
29UNPUnion Pacific Corp1.43%Reduce -2.0%13,217,459$1.78B$134.43No quote
30BMYBristol-Myers Squibb Co1.42%Reduce -4.4%27,817,611$1.76B$63.25No quote
31CICigna Corp1.41%Reduce -3.1%10,401,022$1.74B$167.74No quote
32LLYEli Lilly & Co1.36%Add +8.2%21,842,117$1.69B$77.37No quote
33UNHUnitedHealth Group Inc1.28%Reduce -21.4%7,406,972$1.59B$214.00No quote
34BKNGBooking Holdings Inc1.23%New731,030$1.52B$2080.39No quote
35MDTMedtronic PLC1.21%Add +2.4%18,721,632$1.5B$80.22No quote
36-UBS Group AGCUSIP DC10067251.19%Add +3.6%83,364,327$1.47BNo quoteNo quote
37APAApache Corp1.15%Add +18.0%36,978,997$1.42B$38.48No quote
38SUSuncor Energy Inc1.14%Reduce -0.4%40,909,500$1.41B$34.54No quote
39NOVNational Oilwell Varco Inc0.96%Add +4.1%32,445,864$1.19B$36.81No quote
40LBTYKLiberty Global PLC0.94%Add +2.4%38,439,605$1.17B$30.43No quote
41GILDGilead Sciences Inc0.94%Add +0.2%15,445,461$1.16B$75.39No quote
42CECelanese Corp0.86%Reduce -2.6%10,679,400$1.07B$100.21No quote
43DVMTDell Technologies Inc Class V0.84%Reduce -0.5%14,211,436$1.04BNo quoteNo quote
44BKRBaker Hughes a GE Co0.83%Add +14.3%37,059,953$1.03B$27.77No quote
45MXIMMaxim Integrated Products Inc0.82%Reduce -5.2%16,868,114$1.02BNo quoteNo quote
46BBTBB&T Corp0.79%Reduce -4.7%18,917,798$984.48MNo quoteNo quote
47TGTTarget Corp0.77%Reduce -31.4%13,770,640$956.1M$69.43No quote
48JNPRJuniper Networks Inc0.77%Add +8.2%39,053,157$950.16MNo quoteNo quote
49TVGrupo Televisa SAB0.74%Add +21.3%57,436,661$916.69MNo quoteNo quote
50JDJD.com Inc0.71%Reduce -22.1%21,593,992$874.34M$40.49No quote
51QVCALiberty Interactive Corp QVC G0.69%Reduce -1.9%33,941,808$854.32MNo quoteNo quote
52ZAYOZayo Group Holdings Inc0.69%Add +4.0%24,858,035$849.15MNo quoteNo quote
53BIDUBaidu Inc0.67%Reduce -22.6%3,730,187$832.54M$223.19No quote
54SSprint Corp0.65%Reduce -0.2%165,602,430$808.14MNo quoteNo quote
55MRKMerck & Co Inc0.61%Reduce -0.0%13,788,353$751.05M$54.47No quote
56AEGAegon NV0.58%Reduce -0.5%106,108,964$718.36M$6.77No quote
57CXOConcho Resources Inc0.56%Reduce -18.9%4,591,098$690.18MNo quoteNo quote
58CXCemex SAB de CV0.54%Add +3.4%101,315,616$670.71M$6.62No quote
59MFGPMicro Focus International PLC0.53%Add +27.9%46,801,986$657.1MNo quoteNo quote
60DISHDISH Network Corp0.50%Reduce -0.5%16,381,146$620.68MNo quoteNo quote
61LBTYALiberty Global PLC0.48%Reduce -0.0%18,976,803$594.16M$31.31No quote
62NTRNutrien, Ltd.0.47%New12,308,134$581.68M$47.26No quote
63ALNYAlnylam Pharmaceuticals Inc0.45%Reduce -43.0%4,692,841$558.92M$119.10No quote
64FOXTwenty-First Century Fox Inc0.41%Reduce -0.8%13,927,960$506.56M$36.37No quote
65DHRDanaher Corp0.40%Reduce -1.4%5,117,323$501.04M$97.91No quote
66SNPSSynopsys Inc0.37%Reduce -2.3%5,525,630$459.95M$83.24No quote
67OXYOccidental Petroleum Corp0.33%Add +70.2%6,349,925$412.49M$64.96No quote
68VMWVMware Inc0.32%Add +11266.6%3,299,150$400.09MNo quoteNo quote
69MATMattel Inc0.31%Add +11.5%29,055,937$382.09M$13.15No quote
70HOGHarley-Davidson Inc0.30%Reduce -0.4%8,658,901$371.29M$42.88No quote
71WFTWeatherford International PLC0.15%Reduce -0.2%82,858,821$189.75MNo quoteNo quote
72NWSANews Corp0.15%Reduce -2.0%11,686,049$184.64M$15.80No quote
73BHFBrighthouse Financial Inc0.14%Reduce -1.1%3,256,266$167.37M$51.40No quote
74GOOGLAlphabet Inc0.13%Reduce -20.8%153,249$158.94M$1037.14No quote
75LILAKLiberty Latin America Ltd0.10%New6,645,509$126.86M$19.09No quote
76LILALiberty Latin America Ltd0.09%New5,572,489$108.39M$19.45No quote
77ITUBItau Unibanco Holding SA0.06%Reduce -14.5%4,912,016$76.63M$15.60No quote
78PBR/APetroleo Brasileiro SACUSIP 71654V1010.04%Reduce -2.8%3,668,100$47.65MNo quoteNo quote
79CVXChevron Corp0.03%Reduce -2.3%359,638$41.01M$114.04No quote
80WMTWalmart Inc0.03%Reduce -93.6%388,959$34.61M$88.97No quote
81GLWCorning Inc0.03%Reduce -92.7%1,147,538$31.99M$27.88No quote
82NTAPNetApp Inc0.02%Reduce -96.4%427,763$26.39M$61.69No quote
83TRVTravelers Cos Inc/The0.02%Reduce -4.3%156,743$21.77M$138.86No quote
84CDNSCadence Design Systems Inc0.02%Reduce -23.6%550,365$20.24M$36.77No quote
85IBNICICI Bank Ltd0.01%-2,014,030$17.82M$8.85No quote
86DWDPDowDuPont Inc0.01%Reduce -7.2%279,605$17.81MNo quoteNo quote
87STISunTrust Banks Inc0.01%Reduce -12.1%253,490$17.25MNo quoteNo quote
88DXCDXC Technology Co0.01%Reduce -33.4%159,402$16.03MNo quoteNo quote
89PFEPfizer Inc0.01%Reduce -7.4%442,209$15.69M$35.49No quote
90CSCredit Suisse Group AG0.01%Reduce -0.3%922,392$15.49MNo quoteNo quote
91IBMIBM0.01%Reduce -3.1%83,796$12.86M$153.43No quote
92ADBEAdobe Systems Inc0.01%Reduce -36.7%58,003$12.53M$216.07No quote
93HDHome Depot Inc/The0.01%Reduce -7.7%63,570$11.33M$178.24No quote
94ERICEricsson0.01%Reduce -0.1%1,732,374$11.09MNo quoteNo quote
95PGProcter & Gamble Co/The0.01%Reduce -1.4%136,866$10.85M$79.28No quote
96RDSARoyal Dutch Shell PLC0.01%Reduce -3.6%158,529$10.12MNo quoteNo quote
97GEGeneral Electric Co0.01%Reduce -7.2%716,531$9.66M$13.48No quote
98XOMExxon Mobil Corp0.01%Reduce -1.5%127,098$9.48M$74.61No quote
99TMOThermo Fisher Scientific Inc0.01%Reduce -4.9%41,778$8.63M$206.45No quote
100CATCaterpillar Inc0.01%Reduce -2.7%47,995$7.07M$147.39No quote
101BSXBoston Scientific Corp0.01%Reduce -5.9%238,355$6.51M$27.32No quote
102AMXAmerica Movil SAB de CV0.01%-332,900$6.36MNo quoteNo quote
103MSIMotorola Solutions Inc0.00%Reduce -7.5%54,182$5.71M$105.29No quote
104VMCVulcan Materials Co0.00%Reduce -13.3%49,425$5.64M$114.17No quote
105DISWalt Disney Co/The0.00%Reduce -2.0%54,856$5.51M$100.44No quote
106USBUS Bancorp0.00%Reduce -3.9%105,613$5.33M$50.50No quote
107PYPLPayPal Holdings Inc0.00%Reduce -34.2%62,285$4.73M$75.88No quote
108NUENucor Corp0.00%-72,400$4.42M$61.09No quote
109AMGNAmgen Inc0.00%Reduce -7.2%24,772$4.22M$170.47No quote
110DEODiageo PLC0.00%Reduce -18.4%29,573$4.01M$135.43No quote
111MMM3M Co0.00%Reduce -2.0%18,023$3.96M$219.50No quote
112JNJJohnson & Johnson0.00%Reduce -0.8%29,990$3.84M$128.14No quote
113BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Reduce -2.1%16,250$3.24MNo quoteNo quote
114EBAYeBay Inc0.00%Reduce -44.1%78,835$3.17M$40.24No quote
115DEDeere & Co0.00%Reduce -1.0%20,404$3.17M$155.31No quote
116PNCPNC Financial Services Group I0.00%Reduce -2.0%20,080$3.04M$151.25No quote
117UNUnilever NV0.00%Reduce -3.3%52,976$2.99MNo quoteNo quote
118ABBVAbbVie Inc0.00%Reduce -0.3%29,592$2.8M$94.65No quote
119MCDMcDonald's Corp0.00%Reduce -11.2%15,938$2.49M$156.36No quote
120AAPLApple Inc0.00%Reduce -2.5%11,500$1.93M$167.74No quote
121PPGPPG Industries Inc0.00%-17,000$1.9M$111.59No quote
122PMPhilip Morris International In0.00%-18,913$1.88M$99.40No quote
123GPCGenuine Parts Co0.00%-19,562$1.76M$89.82No quote
124ABTAbbott Laboratories0.00%-27,229$1.63M$59.94No quote
125SPGIS&P Global Inc0.00%Reduce -41.7%8,500$1.62M$191.06No quote
126COPConocoPhillips0.00%-25,288$1.5M$59.28No quote
127MOAltria Group Inc0.00%-23,800$1.48M$62.31No quote
128KMXCarMax Inc0.00%Reduce -9.2%23,600$1.46M$61.95No quote
129BDXBecton Dickinson and Co0.00%Reduce -7.0%6,630$1.44M$216.74No quote
130KOCoca-Cola Co/The0.00%-30,022$1.3M$43.43No quote
131TPRTapestry Inc0.00%Reduce -93.4%24,100$1.27M$52.61No quote
132NEENextEra Energy Inc0.00%Reduce -7.2%7,742$1.27M$163.39No quote
133AMZNAmazon.com Inc0.00%Reduce -6.0%780$1.13M$1447.44No quote
134CBChubb Ltd0.00%-8,014$1.1M$136.76No quote
135HONHoneywell International Inc0.00%Reduce -2.7%7,331$1.06M$144.46No quote
136CLColgate-Palmolive Co0.00%-14,000$1M$71.71No quote
137BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-3$897KNo quoteNo quote
138PHGKoninklijke Philips NV0.00%-21,700$831K$38.29No quote
139PHParker-Hannifin Corp0.00%-4,331$741K$171.09No quote
140ADNTAdient PLC0.00%Reduce -28.1%11,304$676K$59.80No quote
141VVisa Inc0.00%Reduce -6.5%5,500$658K$119.64No quote
142SYMCSymantec Corp0.00%Reduce -35.0%24,850$642KNo quoteNo quote
143DNBDun & Bradstreet Corp/The0.00%-5,425$635KNo quoteNo quote
144DUKDuke Energy Corp0.00%Reduce -24.9%7,498$581KNo quoteNo quote
145CTXSCitrix Systems Inc0.00%Reduce -2.7%6,250$580KNo quoteNo quote
146APDAir Products & Chemicals Inc0.00%Reduce -29.7%3,550$565K$159.15No quote
147RIORio Tinto PLC0.00%Reduce -6.3%10,500$541K$51.52No quote
148NSCNorfolk Southern Corp0.00%Reduce -5.0%3,797$516K$135.90No quote
149GISGeneral Mills Inc0.00%-11,200$505K$45.09No quote
150PSXPhillips 660.00%Reduce -4.6%5,205$499K$95.87No quote
151MDLZMondelez International Inc0.00%-11,840$494K$41.72No quote
152PEPPepsiCo Inc0.00%-4,245$463K$109.07No quote
153STTState Street Corp0.00%Reduce -2.2%4,500$449K$99.78No quote
154AMPAmeriprise Financial Inc0.00%-2,942$435K$147.86No quote
155KMBKimberly-Clark Corp0.00%-3,943$434K$110.07No quote
156ULUnilever PLC0.00%Reduce -31.0%7,800$433K$55.51No quote
157HALHalliburton Co0.00%-9,200$432K$46.96No quote
158GLIBAGCI Liberty, Inc., Class A0.00%New8,038$425K$52.87No quote
159WBAWalgreens Boots Alliance Inc0.00%-5,669$371KNo quoteNo quote
160ALLAllstate Corp/The0.00%Reduce -1.3%3,746$355K$94.77No quote
161MCOMoody's Corp0.00%Add +13.9%2,050$331K$161.46No quote
162ELVAnthem Inc0.00%Reduce -36.4%1,400$308K$220.00No quote
163DDominion Energy Inc0.00%-4,512$304K$67.38No quote
164MMCMarsh & McLennan Cos Inc0.00%-3,660$302KNo quoteNo quote
165MMacy's Inc0.00%-10,000$297K$29.70No quote
166QCOMQUALCOMM Inc0.00%Reduce -7.9%5,000$277K$55.40No quote
167VZVerizon Communications Inc0.00%-5,500$263K$47.82No quote
168KHCKraft Heinz Co/The0.00%-3,946$246K$62.34No quote
169AETAetna Inc0.00%-1,400$237KNo quoteNo quote
171UTXUnited Technologies Corp0.00%Reduce -5.4%1,750$220KNo quoteNo quote
170BAXBaxter International Inc0.00%-3,382$220K$65.05No quote
172VFCVF Corp0.00%Reduce -7.8%2,941$218K$74.12No quote
173UFSDomtar Corp0.00%Reduce -10.5%5,100$217KNo quoteNo quote
174ADPAutomatic Data Processing Inc0.00%Reduce -7.7%1,800$204K$113.33No quote
175HESHess Corp0.00%New4,006$203KNo quoteNo quote
176LEXEALiberty Expedia Holdings Inc0.00%Reduce -10.0%5,132$202KNo quoteNo quote
177FLRFluor Corp0.00%New3,505$201K$57.35No quote
185PCLNPriceline Group Inc/The-Sold0$0No quoteNo quote
184LOWLowe's Cos Inc-Sold0$0No quoteNo quote
183LVNTALiberty Ventures-Sold0$0No quoteNo quote
182LILAKLiberty Global Plc LiLAC-Sold0$0No quoteNo quote
181LILALiberty Global Plc LiLAC-Sold0$0No quoteNo quote
180CSRACSRA Inc-Sold0$0No quoteNo quote
179AABAAltaba Inc-Sold0$0No quoteNo quote
178AGUAgrium Inc-Sold0$0No quoteNo quote