Skip to main content
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.

Get email alerts when Dodge & Cox files a new 13F — sign in or create a free account.

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 148 of 195 rows. Rows without a quote are marked unavailable.

1CMCSAComcast Corp3.98%Reduce -3.8%127,555,330$4.34B$34.05No quote
2WFCWells Fargo & Co3.39%Add +0.5%80,222,956$3.7B$46.08No quote
3CHTRCharter Communications Inc3.05%Reduce -2.0%11,680,954$3.33B$284.97No quote
4MSFTMicrosoft Corp2.98%Reduce -12.2%31,983,072$3.25B$101.57No quote
5NVSNovartis AG2.89%Reduce -17.1%36,798,618$3.16B$85.81No quote
6SCHWCharles Schwab Corp/The2.89%Add +0.0%76,016,388$3.16B$41.53No quote
7JCIJohnson Controls International2.89%Add +6.8%106,275,577$3.15B$29.65No quote
8GOOGAlphabet Inc2.87%Reduce -2.2%3,027,833$3.14B$1035.61No quote
9COFCapital One Financial Corp2.61%Reduce -1.1%37,735,829$2.85B$75.59No quote
10BACBank of America Corp2.58%Add +0.6%114,196,520$2.81B$24.64No quote
11SNYSanofi2.40%Reduce -1.2%60,376,172$2.62B$43.41No quote
12FDXFedEx Corp2.36%Add +28.7%15,945,178$2.57B$161.33No quote
13CICigna Corp2.30%Add +48.7%13,231,894$2.51B$189.92No quote
14AXPAmerican Express Co2.26%Reduce -0.8%25,846,978$2.46B$95.32No quote
15JPMJPMorgan Chase & Co2.22%Reduce -0.5%24,808,398$2.42B$97.62No quote
16BKBank of New York Mellon Corp/T2.17%Add +14.4%50,269,750$2.37B$47.07No quote
17HPEHewlett Packard Enterprise Co2.07%Reduce -3.0%170,681,391$2.25B$13.21No quote
18BMYBristol-Myers Squibb Co2.03%Add +29.2%42,587,957$2.21B$51.98No quote
19BKNGBooking Holdings Inc1.83%Add +4.5%1,160,937$2B$1722.42No quote
20FOXATwenty-First Century Fox Inc1.83%Reduce -14.3%41,533,329$2B$48.12No quote
21APCAnadarko Petroleum Corp1.77%Add +1.4%44,065,467$1.93BNo quoteNo quote
22METMetLife Inc1.74%Reduce -0.1%46,141,883$1.89B$41.06No quote
23AZNAstraZeneca PLC1.72%Reduce -3.2%49,516,401$1.88B$37.98No quote
24TELTE Connectivity Ltd1.69%Add +9.8%24,400,495$1.85B$75.63No quote
25GSKGlaxoSmithKline PLC1.68%Reduce -0.0%47,986,487$1.83B$38.21No quote
26LLYEli Lilly & Co1.64%Reduce -31.7%15,500,895$1.79B$115.72No quote
27GSGoldman Sachs Group Inc/The1.63%Add +5.3%10,671,637$1.78B$167.05No quote
28OXYOccidental Petroleum Corp1.57%Add +183.0%27,982,415$1.72B$61.38No quote
29HPQHP Inc1.51%Reduce -1.4%80,636,601$1.65B$20.46No quote
30UBSUBS Group AG1.47%New128,752,027$1.61B$12.48No quote
31UNHUnitedHealth Group Inc1.45%Reduce -1.6%6,345,642$1.58B$249.12No quote
32SLBSchlumberger Ltd1.37%Add +0.0%41,434,313$1.49B$36.08No quote
33CSCOCisco Systems Inc1.27%Reduce -9.5%32,027,260$1.39B$43.33No quote
34APAApache Corp1.26%Add +32.3%52,383,637$1.38B$26.25No quote
35MCHPMicrochip Technology Inc1.24%Add +80.0%18,879,583$1.36B$71.92No quote
36UTXUnited Technologies Corp1.20%Add +558913.6%12,298,300$1.31BNo quoteNo quote
37LINLinde PLC1.18%New8,101,094$1.29B$158.79No quote
38BKRBaker Hughes a GE Co1.08%Add +38.3%54,838,110$1.18B$21.50No quote
39JNPRJuniper Networks Inc1.03%Add +0.2%41,653,207$1.12BNo quoteNo quote
40QRTEAQurate Retail Inc0.97%Add +2.8%54,022,174$1.05BNo quoteNo quote
41CVSCVS Health Corp0.96%Add +6.1%16,048,889$1.05B$65.52No quote
42GILDGilead Sciences Inc0.95%Add +0.4%16,520,430$1.03B$62.55No quote
43CECelanese Corp0.88%Add +4.7%10,727,345$965.14M$89.97No quote
44SUSuncor Energy Inc0.84%Add +0.8%32,870,100$919.38M$27.97No quote
45LBTYKLiberty Global PLC0.77%Add +0.7%40,662,805$839.28M$20.64No quote
46JDJD.com Inc0.75%Add +22.1%39,052,431$817.37M$20.93No quote
47BIDUBaidu Inc0.72%Add +29.3%4,940,187$783.51M$158.60No quote
48BBTBB&T Corp0.68%Reduce -3.0%17,159,548$743.35MNo quoteNo quote
49HALHalliburton Co0.64%Add +292.3%26,423,375$702.33M$26.58No quote
50TVGrupo Televisa SAB0.63%Add +2.1%54,942,120$691.17MNo quoteNo quote
51ZAYOZayo Group Holdings Inc0.59%Add +11.2%28,388,472$648.39MNo quoteNo quote
52MFGPMicro Focus International PLC0.57%Reduce -32.9%36,054,745$620.5MNo quoteNo quote
53SSprint Corp0.55%Reduce -36.9%103,567,744$602.76MNo quoteNo quote
54CXCemex SAB de CV0.55%Reduce -0.7%124,800,090$601.54M$4.82No quote
55TAT&T Inc0.54%Reduce -28.2%20,692,684$590.57M$28.54No quote
56UNPUnion Pacific Corp0.54%Reduce -57.8%4,244,168$586.67M$138.23No quote
57FOXTwenty-First Century Fox Inc0.53%Reduce -3.1%12,083,660$577.36M$47.78No quote
58MDTMedtronic PLC0.50%Reduce -65.8%6,047,948$550.12M$90.96No quote
59AEGAegon NV0.46%Add +0.8%108,208,391$503.17M$4.65No quote
60TAPMolson Coors Brewing Co0.44%Add +3.0%8,616,173$483.88M$56.16No quote
61DHRDanaher Corp0.44%Reduce -2.5%4,690,968$483.73M$103.12No quote
62DELLDell Technologies Inc0.43%New9,695,027$473.8M$48.87No quote
63DISHDISH Network Corp0.43%Add +0.9%18,931,596$472.72MNo quoteNo quote
64MXIMMaxim Integrated Products Inc0.40%Reduce -4.2%8,640,080$439.35MNo quoteNo quote
65NOVNational Oilwell Varco Inc0.38%Reduce -39.5%16,133,946$414.64M$25.70No quote
66ATUSAltice USA Inc0.38%Reduce -12.0%24,852,965$410.57MNo quoteNo quote
67LBTYALiberty Global PLC0.37%Reduce -0.1%18,957,003$404.54M$21.34No quote
68CXOConcho Resources Inc0.37%Reduce -3.7%3,901,302$401.02MNo quoteNo quote
69NTRNutrien Ltd0.35%Reduce -16.7%8,171,308$384.05M$47.00No quote
70MATMattel Inc0.32%Reduce -0.7%35,371,257$353.36M$9.99No quote
71ALNYAlnylam Pharmaceuticals Inc0.31%Add +0.7%4,690,251$341.97M$72.91No quote
72BABAAlibaba Group Holding Ltd0.31%New2,471,800$338.81M$137.07No quote
73HOGHarley-Davidson Inc0.30%Reduce -0.5%9,719,872$331.64M$34.12No quote
74GPSGap Inc/The0.30%New12,567,882$323.75MNo quoteNo quote
75BHFBrighthouse Financial Inc0.27%Add +154.5%9,806,273$298.9M$30.48No quote
76INCYIncyte Corp0.25%New4,240,100$269.63M$63.59No quote
77TGTTarget Corp0.16%Reduce -69.4%2,698,719$178.36M$66.09No quote
78GOOGLAlphabet Inc0.13%Reduce -1.3%137,734$143.93M$1044.96No quote
79NWSANews Corp0.12%Reduce -0.3%11,468,549$130.17M$11.35No quote
80BALLBall Corp0.10%Reduce -29.9%2,476,121$113.85M$45.98No quote
81ITUBItau Unibanco Holding SA0.09%Add +60.7%10,937,105$99.97M$9.14No quote
82SNPSSynopsys Inc0.06%Reduce -76.2%814,946$68.65M$84.24No quote
83MRKMerck & Co Inc0.06%Reduce -16.4%830,025$63.42M$76.41No quote
84WFTWeatherford International PLC0.04%Reduce -0.3%82,847,831$46.31MNo quoteNo quote
85PBR/APetroleo Brasileiro SACUSIP 71654V1010.04%Reduce -10.2%3,602,007$41.75MNo quoteNo quote
86CVXChevron Corp0.03%Reduce -1.0%342,906$37.31M$108.79No quote
87WMTWalmart Inc0.02%Reduce -9.8%216,790$20.19M$93.15No quote
88CDNSCadence Design Systems Inc0.02%Reduce -4.3%452,920$19.69M$43.48No quote
89PFEPfizer Inc0.02%Reduce -2.9%420,643$18.36M$43.65No quote
90IBNICICI Bank Ltd0.02%Reduce -14.3%1,745,830$17.97M$10.29No quote
91TRVTravelers Cos Inc/The0.02%Reduce -1.4%149,094$17.85M$119.75No quote
92GLWCorning Inc0.02%Reduce -8.7%570,372$17.23M$30.21No quote
93ERICEricsson0.01%Reduce -0.6%1,727,229$15.32MNo quoteNo quote
94DWDPDowDuPont Inc0.01%Reduce -1.6%258,787$13.84MNo quoteNo quote
95PGProcter & Gamble Co/The0.01%Reduce -2.6%132,827$12.21M$91.92No quote
96HDHome Depot Inc/The0.01%Reduce -2.6%60,855$10.46M$171.82No quote
97ADBEAdobe Inc0.01%Reduce -6.9%45,010$10.18M$226.24No quote
98CSCredit Suisse Group AG0.01%Reduce -6.1%866,299$9.41MNo quoteNo quote
99STISunTrust Banks Inc0.01%Reduce -5.5%184,420$9.3MNo quoteNo quote
100LILALiberty Latin America Ltd0.01%Reduce -89.0%614,968$8.91M$14.48No quote
101IBMIBM0.01%Reduce -1.3%77,870$8.85M$113.66No quote
102RDSARoyal Dutch Shell PLC0.01%Reduce -5.4%151,179$8.81MNo quoteNo quote
103TMOThermo Fisher Scientific Inc0.01%Reduce -1.9%39,348$8.81M$223.80No quote
104NTAPNetApp Inc0.01%Reduce -5.8%147,028$8.77M$59.67No quote
105XOMExxon Mobil Corp0.01%Reduce -2.8%124,801$8.51M$68.19No quote
106BSXBoston Scientific Corp0.01%Reduce -3.6%196,810$6.96M$35.34No quote
107GEGeneral Electric Co0.01%Add +26.6%868,254$6.57M$7.57No quote
108DISWalt Disney Co/The0.01%Reduce -1.1%57,033$6.25M$109.66No quote
109MSIMotorola Solutions Inc0.01%Reduce -0.9%52,582$6.05M$115.04No quote
110CATCaterpillar Inc0.01%Reduce -2.8%44,995$5.72M$127.08No quote
111DXCDXC Technology Co0.01%Reduce -2.3%104,017$5.53MNo quoteNo quote
112VMCVulcan Materials Co0.00%Reduce -0.9%46,900$4.63M$98.81No quote
113USBUS Bancorp0.00%Reduce -6.0%98,921$4.52M$45.70No quote
114AMGNAmgen Inc0.00%Reduce -2.6%22,422$4.37M$194.67No quote
115PYPLPayPal Holdings Inc0.00%Reduce -4.5%51,046$4.29M$84.08No quote
116JNJJohnson & Johnson0.00%Reduce -1.6%31,172$4.02M$129.06No quote
117AMXAmerica Movil SAB de CV0.00%-255,400$3.64MNo quoteNo quote
118NUENucor Corp0.00%-66,100$3.43M$51.82No quote
119DEODiageo PLC0.00%Reduce -6.9%23,513$3.33M$141.79No quote
120MMM3M Co0.00%Reduce -2.3%16,921$3.22M$190.53No quote
121BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Reduce -8.2%15,070$3.08MNo quoteNo quote
122ABBVAbbVie Inc0.00%-31,292$2.89M$92.20No quote
123VMWVMware Inc0.00%Reduce -5.1%20,500$2.81MNo quoteNo quote
124DEDeere & Co0.00%Reduce -4.3%18,764$2.8M$149.17No quote
125MCDMcDonald's Corp0.00%-15,138$2.69M$177.57No quote
126UNUnilever NV0.00%Reduce -3.3%45,771$2.46MNo quoteNo quote
127ABTAbbott Laboratories0.00%-32,829$2.38M$72.34No quote
128AAPLApple Inc0.00%Reduce -2.7%14,600$2.3M$157.74No quote
129PNCPNC Financial Services Group I0.00%Reduce -1.6%18,680$2.18M$116.92No quote
130GPCGenuine Parts Co0.00%-18,562$1.78M$96.00No quote
131PPGPPG Industries Inc0.00%-17,000$1.74M$102.24No quote
132EBAYeBay Inc0.00%Reduce -6.5%59,581$1.67M$28.06No quote
133AMZNAmazon.com Inc0.00%-1,030$1.55M$1501.94No quote
134BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-5$1.53MNo quoteNo quote
135KMXCarMax Inc0.00%-23,200$1.46M$62.72No quote
136COPConocoPhillips0.00%-23,188$1.45M$62.36No quote
137SPGIS&P Global Inc0.00%-8,300$1.41M$170.00No quote
138KOCoca-Cola Co/The0.00%Reduce -1.8%29,478$1.4M$47.36No quote
139BDXBecton Dickinson and Co0.00%Reduce -5.8%5,680$1.28M$225.35No quote
140PMPhilip Morris International In0.00%-18,913$1.26M$66.78No quote
141NEENextEra Energy Inc0.00%-7,142$1.24M$173.76No quote
142HONHoneywell International Inc0.00%-9,231$1.22M$132.16No quote
143MOAltria Group Inc0.00%-23,800$1.18M$49.37No quote
144CLColgate-Palmolive Co0.00%-14,000$833K$59.50No quote
145PHGKoninklijke Philips NV0.00%-21,700$762K$35.12No quote
146VVisa Inc0.00%-5,500$726K$132.00No quote
147PEPPepsiCo Inc0.00%Reduce -5.0%5,745$635K$110.53No quote
148CBChubb Ltd0.00%Reduce -10.5%4,783$618K$129.21No quote
149CTXSCitrix Systems Inc0.00%Reduce -6.5%5,750$589KNo quoteNo quote
150DUKDuke Energy Corp0.00%-6,765$584KNo quoteNo quote
151APDAir Products & Chemicals Inc0.00%-3,300$528K$160.00No quote
152RIORio Tinto PLC0.00%Reduce -0.9%10,400$504K$48.46No quote
153PHParker-Hannifin Corp0.00%-3,256$486K$149.26No quote
154NSCNorfolk Southern Corp0.00%Reduce -15.1%3,224$482K$149.50No quote
155MDLZMondelez International Inc0.00%-11,840$474K$40.03No quote
156DNBDun & Bradstreet Corp/The0.00%Reduce -35.8%3,291$470KNo quoteNo quote
157PRSPPerspecta Inc0.00%Reduce -2.5%26,415$455KNo quoteNo quote
158KMBKimberly-Clark Corp0.00%-3,943$449K$113.87No quote
159PSXPhillips 660.00%-5,205$448K$86.07No quote
160GISGeneral Mills Inc0.00%-11,200$436K$38.93No quote
161WBAWalgreens Boots Alliance Inc0.00%Reduce -3.5%5,469$374KNo quoteNo quote
162ELVAnthem Inc0.00%-1,400$368K$262.86No quote
163AMTAmerican Tower Corp0.00%Reduce -15.2%2,225$352K$158.20No quote
164DDominion Energy Inc0.00%-4,512$322K$71.37No quote
165BABoeing Co/The0.00%Reduce -17.0%974$314K$322.38No quote
166VZVerizon Communications Inc0.00%-5,500$309K$56.18No quote
167AMPAmeriprise Financial Inc0.00%-2,942$307K$104.35No quote
168ALLAllstate Corp/The0.00%Reduce -1.6%3,685$304K$82.50No quote
169BLKBlackRock Inc0.00%-750$295K$393.33No quote
170MMCMarsh & McLennan Cos Inc0.00%-3,660$292KNo quoteNo quote
171MCOMoody's Corp0.00%-2,050$287K$140.00No quote
172MMacy's Inc0.00%Reduce -2.0%9,600$286K$29.79No quote
173STTState Street Corp0.00%-4,500$284K$63.11No quote
174QCOMQUALCOMM Inc0.00%Reduce -12.7%4,830$275K$56.94No quote
176LMTLockheed Martin Corp0.00%-975$255K$261.54No quote
175GLIBAGCI Liberty Inc0.00%-6,206$255K$41.09No quote
177ULUnilever PLC0.00%Reduce -20.3%4,700$246K$52.34No quote
178ADPAutomatic Data Processing Inc0.00%-1,800$236K$131.11No quote
179INTCIntel Corp0.00%-5,000$235K$47.00No quote
180CTRACabot Oil & Gas Corp0.00%-10,300$230K$22.33No quote
181BAXBaxter International Inc0.00%-3,382$223K$65.94No quote
195UPSUnited Parcel Service Inc-Sold0$0No quoteNo quote
194TPRTapestry Inc-Sold0$0No quoteNo quote
193RTNRaytheon Co-Sold0$0No quoteNo quote
192LOWLowe's Cos Inc-Sold0$0No quoteNo quote
191LILAKLiberty Latin America Ltd-Sold0$0No quoteNo quote
190KHCKraft Heinz Co/The-Sold0$0No quoteNo quote
189IWNiShares Russell 2000 Value ETF-Sold0$0No quoteNo quote
188HESHess Corp-Sold0$0No quoteNo quote
187FLRFluor Corp-Sold0$0No quoteNo quote
186ESRXExpress Scripts Holding Co-Sold0$0No quoteNo quote
185ELANElanco Animal Health Inc-Sold0$0No quoteNo quote
184UFSDomtar Corp-Sold0$0No quoteNo quote
183DVMTDell Technologies Inc Class V-Sold0$0No quoteNo quote
182AETAetna Inc-Sold0$0No quoteNo quote