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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 147 of 183 rows. Rows without a quote are marked unavailable.

1CMCSAComcast Corp4.16%Reduce -0.7%126,663,394$5.06B$39.98No quote
2CHTRCharter Communications Inc3.39%Add +1.9%11,896,502$4.13B$346.91No quote
3JCIJohnson Controls International3.28%Add +1.9%108,259,610$4B$36.94No quote
4WFCWells Fargo & Co3.25%Add +2.0%81,808,640$3.95B$48.32No quote
5MSFTMicrosoft Corp3.06%Reduce -1.1%31,622,852$3.73B$117.94No quote
6GOOGAlphabet Inc2.93%Add +0.5%3,042,879$3.57B$1173.31No quote
7FDXFedEx Corp2.91%Add +22.4%19,513,279$3.54B$181.41No quote
8NVSNovartis AG2.87%Reduce -1.2%36,344,595$3.49B$96.14No quote
9COFCapital One Financial Corp2.76%Add +8.9%41,112,655$3.36B$81.69No quote
10SCHWCharles Schwab Corp/The2.68%Add +0.5%76,385,888$3.27B$42.76No quote
11BACBank of America Corp2.60%Add +0.5%114,743,993$3.17B$27.59No quote
12SNYSanofi2.20%Add +0.4%60,590,539$2.68B$44.28No quote
13AXPAmerican Express Co2.12%Reduce -8.8%23,576,924$2.58B$109.30No quote
14JPMJPMorgan Chase & Co2.07%Add +0.5%24,942,765$2.52B$101.23No quote
15BKBank of New York Mellon Corp/T2.07%Reduce -0.4%50,051,150$2.52B$50.43No quote
16TELTE Connectivity Ltd2.06%Add +27.5%31,111,066$2.51B$80.75No quote
17HPEHewlett Packard Enterprise Co1.99%Reduce -8.1%156,936,903$2.42B$15.43No quote
18SLBSchlumberger Ltd1.94%Add +30.7%54,156,506$2.36B$43.57No quote
19GSGoldman Sachs Group Inc/The1.80%Add +6.7%11,389,893$2.19B$191.99No quote
20CICigna Corp1.75%Add +0.1%13,249,653$2.13B$160.82No quote
21APCAnadarko Petroleum Corp1.70%Add +3.0%45,401,436$2.06BNo quoteNo quote
22BKNGBooking Holdings Inc1.69%Add +1.8%1,181,512$2.06B$1744.91No quote
23BMYBristol-Myers Squibb Co1.69%Add +1.3%43,147,416$2.06B$47.71No quote
24OXYOccidental Petroleum Corp1.65%Add +8.5%30,368,000$2.01B$66.20No quote
25GSKGlaxoSmithKline PLC1.65%Add +0.2%48,081,945$2.01B$41.79No quote
26AZNAstraZeneca PLC1.64%Reduce -0.2%49,414,201$2B$40.43No quote
27UTXUnited Technologies Corp1.62%Add +24.7%15,336,800$1.98BNo quoteNo quote
28METMetLife Inc1.62%Add +0.6%46,429,183$1.98B$42.57No quote
29APAApache Corp1.57%Add +5.7%55,348,135$1.92B$34.66No quote
30LLYEli Lilly & Co1.56%Reduce -5.3%14,679,395$1.9B$129.76No quote
31HPQHP Inc1.47%Add +14.2%92,086,739$1.79B$19.43No quote
32CSCOCisco Systems Inc1.38%Reduce -2.6%31,192,816$1.68B$53.99No quote
33BKRBaker Hughes a GE Co1.34%Add +7.6%59,024,104$1.64B$27.72No quote
34UBSUBS Group AG1.28%Add +0.2%129,000,027$1.56B$12.12No quote
35UNHUnitedHealth Group Inc1.28%Reduce -0.7%6,300,827$1.56B$247.26No quote
36MCHPMicrochip Technology Inc1.27%Reduce -1.0%18,684,483$1.55B$82.96No quote
37LINLinde PLC1.12%Reduce -3.4%7,822,194$1.37B$174.99No quote
38JNPRJuniper Networks Inc0.97%Add +7.1%44,593,857$1.18BNo quoteNo quote
39LBTYKLiberty Global PLC0.94%Add +15.9%47,111,868$1.14B$24.21No quote
40SUSuncor Energy Inc0.93%Add +6.6%35,031,800$1.14B$32.43No quote
41GILDGilead Sciences Inc0.91%Add +3.4%17,073,680$1.11B$65.01No quote
42CVSCVS Health Corp0.88%Add +23.7%19,848,164$1.07B$53.93No quote
43CECelanese Corp0.88%Add +0.8%10,814,285$1.07B$98.61No quote
44JDJD.com Inc0.85%Reduce -12.0%34,352,177$1.04B$30.15No quote
45MFGPMicro Focus International PLC0.77%Add +0.2%36,136,417$931.96MNo quoteNo quote
46QRTEAQurate Retail Inc0.74%Add +4.7%56,553,024$903.72MNo quoteNo quote
47DISHDISH Network Corp0.74%Add +49.9%28,368,173$898.99MNo quoteNo quote
48BBTBB&T Corp0.70%Add +6.1%18,206,728$847.16MNo quoteNo quote
49DELLDell Technologies Inc0.70%Add +48.8%14,429,237$846.85M$58.69No quote
50HALHalliburton Co0.69%Add +8.5%28,662,164$839.8M$29.30No quote
51ZAYOZayo Group Holdings Inc0.67%Add +1.3%28,758,922$817.33MNo quoteNo quote
52BIDUBaidu Inc0.67%Add +0.2%4,950,287$816.06M$164.85No quote
53TAPMolson Coors Brewing Co0.66%Add +56.3%13,468,849$803.42M$59.65No quote
54UNPUnion Pacific Corp0.57%Reduce -1.8%4,167,442$696.8M$167.20No quote
55TVGrupo Televisa SAB0.53%Add +6.5%58,534,820$647.4MNo quoteNo quote
56DHRDanaher Corp0.51%Add +0.4%4,709,368$621.73M$132.02No quote
57TAT&T Inc0.50%Reduce -5.7%19,512,531$611.91M$31.36No quote
58SSprint Corp0.48%Add +0.3%103,873,348$586.88MNo quoteNo quote
59MDTMedtronic PLC0.43%Reduce -4.4%5,780,148$526.46M$91.08No quote
60AEGAegon NV0.43%Add +0.3%108,542,339$519.92M$4.79No quote
61BABAAlibaba Group Holding Ltd0.41%Add +11.3%2,751,800$502.07M$182.45No quote
62CXCemex SAB de CV0.41%Reduce -13.8%107,594,390$499.24M$4.64No quote
63FOXAFox Corp0.40%New13,278,252$487.45M$36.71No quote
64MATMattel Inc0.40%Add +4.7%37,018,261$481.24M$13.00No quote
65CXOConcho Resources Inc0.39%Add +10.3%4,302,648$477.42MNo quoteNo quote
66ALNYAlnylam Pharmaceuticals Inc0.38%Add +6.6%4,998,001$467.06M$93.45No quote
67LBTYALiberty Global PLC0.38%Reduce -2.0%18,569,703$462.76M$24.92No quote
68GPSGap Inc/The0.38%Add +40.6%17,670,928$462.63MNo quoteNo quote
69MXIMMaxim Integrated Products Inc0.38%Add +0.3%8,666,460$460.8MNo quoteNo quote
70NOVNational Oilwell Varco Inc0.37%Add +3.6%16,720,726$445.44M$26.64No quote
71NTRNutrien Ltd0.35%Reduce -1.2%8,072,408$425.9M$52.76No quote
72INCYIncyte Corp0.30%Add +0.4%4,255,350$366M$86.01No quote
73BHFBrighthouse Financial Inc0.30%Add +1.0%9,904,165$359.42M$36.29No quote
74HOGHarley-Davidson Inc0.29%Add +0.9%9,809,472$349.81M$35.66No quote
75TGTTarget Corp0.17%Reduce -4.0%2,591,090$207.96M$80.26No quote
76NWSANews Corp0.14%Add +19.0%13,646,574$169.76M$12.44No quote
77GOOGLAlphabet Inc0.13%Reduce -0.8%136,624$160.79M$1176.89No quote
78FOXFox Corp0.12%New4,029,595$144.58M$35.88No quote
79BALLBall Corp0.11%Reduce -2.5%2,415,471$139.76M$57.86No quote
80DISWalt Disney Co/The0.10%Add +1817.5%1,093,598$121.42M$111.03No quote
81ITUBItau Unibanco Holding SA0.07%Reduce -16.4%9,138,005$80.51M$8.81No quote
82MRKMerck & Co Inc0.05%Reduce -7.4%768,690$63.93M$83.17No quote
83PBR/APetroleo Brasileiro SACUSIP 71654V1010.04%Reduce -9.0%3,277,607$46.87MNo quoteNo quote
84CVXChevron Corp0.03%Reduce -0.7%340,481$41.94M$123.18No quote
85WFTWeatherford International PLC0.03%Reduce -28.4%59,311,130$41.4MNo quoteNo quote
86CDNSCadence Design Systems Inc0.02%Reduce -3.9%435,294$27.65M$63.51No quote
87TRVTravelers Cos Inc/The0.02%Reduce -0.0%149,044$20.44M$137.16No quote
88PFEPfizer Inc0.01%Reduce -4.0%404,000$17.16M$42.47No quote
89IBNICICI Bank Ltd0.01%Reduce -14.7%1,488,830$17.06M$11.46No quote
90WMTWalmart Inc0.01%Reduce -24.1%164,590$16.05M$97.53No quote
91GLWCorning Inc0.01%Reduce -17.9%468,577$15.51M$33.10No quote
92PGProcter & Gamble Co/The0.01%Reduce -0.8%131,825$13.72M$104.05No quote
93DWDPDowDuPont Inc0.01%Reduce -3.1%250,831$13.37MNo quoteNo quote
94ADBEAdobe Inc0.01%Reduce -3.8%43,310$11.54M$266.50No quote
95HDHome Depot Inc/The0.01%Reduce -4.7%58,005$11.13M$191.90No quote
96STISunTrust Banks Inc0.01%Reduce -1.4%181,920$10.78MNo quoteNo quote
97IBMIBM0.01%Reduce -3.5%75,181$10.61M$141.10No quote
98TMOThermo Fisher Scientific Inc0.01%Reduce -2.8%38,248$10.47M$273.71No quote
99XOMExxon Mobil Corp0.01%Reduce -0.9%123,711$10M$80.80No quote
100ERICEricsson0.01%Reduce -39.8%1,040,371$9.55MNo quoteNo quote
101RDSARoyal Dutch Shell PLC0.01%Reduce -2.4%147,629$9.24MNo quoteNo quote
102NTAPNetApp Inc0.01%Reduce -16.8%122,378$8.49M$69.34No quote
103GEGeneral Electric Co0.01%Reduce -8.8%792,254$7.92M$9.99No quote
104CSCredit Suisse Group AG0.01%Reduce -30.0%606,789$7.07MNo quoteNo quote
105MSIMotorola Solutions Inc0.01%Reduce -6.2%49,339$6.93M$140.42No quote
106BSXBoston Scientific Corp0.01%Reduce -10.2%176,745$6.78M$38.38No quote
107CATCaterpillar Inc0.00%Reduce -1.3%44,395$6.02M$135.49No quote
108DXCDXC Technology Co0.00%Reduce -14.1%89,366$5.75MNo quoteNo quote
109VMCVulcan Materials Co0.00%Reduce -1.5%46,200$5.47M$118.40No quote
110PYPLPayPal Holdings Inc0.00%Reduce -5.5%48,246$5.01M$103.84No quote
111USBUS Bancorp0.00%Reduce -4.3%94,721$4.57M$48.19No quote
112SNPSSynopsys Inc0.00%Reduce -95.3%38,630$4.45M$115.14No quote
113JNJJohnson & Johnson0.00%Reduce -4.0%29,922$4.18M$139.80No quote
114AMGNAmgen Inc0.00%Reduce -2.7%21,822$4.15M$189.99No quote
115NUENucor Corp0.00%-66,100$3.86M$58.35No quote
116DEODiageo PLC0.00%Reduce -3.4%22,713$3.72M$163.61No quote
117AMXAmerica Movil SAB de CV0.00%-255,400$3.65MNo quoteNo quote
118VMWVMware Inc0.00%Reduce -3.9%19,700$3.56MNo quoteNo quote
119MMM3M Co0.00%Reduce -3.3%16,371$3.4M$207.81No quote
120DEDeere & Co0.00%Reduce -1.1%18,564$2.97M$159.83No quote
121MCDMcDonald's Corp0.00%Reduce -0.2%15,113$2.87M$189.90No quote
122UNUnilever NV0.00%Reduce -0.4%45,571$2.66MNo quoteNo quote
123BRK/BBerkshire Hathaway IncCUSIP 0846707020.00%Reduce -13.9%12,970$2.61MNo quoteNo quote
124ABTAbbott Laboratories0.00%Reduce -1.5%32,329$2.58M$79.93No quote
125ABBVAbbVie Inc0.00%-31,292$2.52M$80.60No quote
126AAPLApple Inc0.00%Reduce -15.1%12,400$2.36M$189.92No quote
127PNCPNC Financial Services Group I0.00%-18,680$2.29M$122.64No quote
128EBAYeBay Inc0.00%Reduce -4.7%56,781$2.11M$37.14No quote
129GPCGenuine Parts Co0.00%-18,562$2.08M$112.06No quote
130PPGPPG Industries Inc0.00%-17,000$1.92M$112.88No quote
131SPGIS&P Global Inc0.00%-8,300$1.75M$210.60No quote
132PMPhilip Morris International In0.00%-18,913$1.67M$88.40No quote
133KMXCarMax Inc0.00%-23,200$1.62M$69.78No quote
134COPConocoPhillips0.00%-23,188$1.55M$66.76No quote
135BRK/ABerkshire Hathaway IncCUSIP 0846701080.00%-5$1.51MNo quoteNo quote
136BDXBecton Dickinson and Co0.00%Reduce -0.3%5,660$1.41M$249.65No quote
137HONHoneywell International Inc0.00%Reduce -4.3%8,831$1.4M$158.87No quote
139NEENextEra Energy Inc0.00%-7,142$1.38M$193.36No quote
138KOCoca-Cola Co/The0.00%-29,478$1.38M$46.85No quote
140MOAltria Group Inc0.00%-23,800$1.37M$57.44No quote
141AMZNAmazon.com Inc0.00%Reduce -43.7%580$1.03M$1781.03No quote
142CLColgate-Palmolive Co0.00%-14,000$960K$68.57No quote
143PHGKoninklijke Philips NV0.00%-21,700$887K$40.88No quote
144PEPPepsiCo Inc0.00%Reduce -3.5%5,545$680K$122.63No quote
145APDAir Products & Chemicals Inc0.00%-3,300$630K$190.91No quote
146DUKDuke Energy Corp0.00%-6,765$609KNo quoteNo quote
147MDLZMondelez International Inc0.00%-11,840$591K$49.92No quote
148NSCNorfolk Southern Corp0.00%Reduce -3.1%3,124$584K$186.94No quote
149GISGeneral Mills Inc0.00%-11,200$580K$51.79No quote
150CBChubb Ltd0.00%Reduce -15.1%4,062$569K$140.08No quote
151VVisa Inc0.00%Reduce -34.5%3,600$562K$156.11No quote
153RIORio Tinto PLC0.00%Reduce -8.7%9,500$559K$58.84No quote
152PHParker-Hannifin Corp0.00%-3,256$559K$171.68No quote
154CTXSCitrix Systems Inc0.00%Reduce -4.3%5,500$548KNo quoteNo quote
155PSXPhillips 660.00%-5,205$495K$95.10No quote
156KMBKimberly-Clark Corp0.00%Reduce -2.1%3,860$478K$123.83No quote
157PRSPPerspecta Inc0.00%Reduce -28.1%18,986$384KNo quoteNo quote
158AMTAmerican Tower Corp0.00%Reduce -13.5%1,925$379K$196.88No quote
159AMPAmeriprise Financial Inc0.00%-2,942$377K$128.14No quote
160BABoeing Co/The0.00%-974$372K$381.93No quote
161MCOMoody's Corp0.00%-2,050$371K$180.98No quote
162ALLAllstate Corp/The0.00%-3,685$347K$94.17No quote
163DDominion Energy Inc0.00%-4,512$346K$76.68No quote
164ELVAnthem Inc0.00%Reduce -14.3%1,200$344K$286.67No quote
165GLIBAGCI Liberty Inc0.00%Reduce -1.6%6,104$339K$55.54No quote
166VZVerizon Communications Inc0.00%-5,500$325K$59.09No quote
167BLKBlackRock Inc0.00%-750$321K$428.00No quote
168STTState Street Corp0.00%-4,500$296K$65.78No quote
169WBAWalgreens Boots Alliance Inc0.00%Reduce -14.6%4,669$295KNo quoteNo quote
170ADPAutomatic Data Processing Inc0.00%-1,800$288K$160.00No quote
171BAXBaxter International Inc0.00%-3,382$275K$81.31No quote
172ULUnilever PLC0.00%-4,700$271K$57.66No quote
173MMCMarsh & McLennan Cos Inc0.00%Reduce -21.9%2,860$269KNo quoteNo quote
174LMTLockheed Martin Corp0.00%Reduce -10.3%875$263K$300.57No quote
175QCOMQUALCOMM Inc0.00%Reduce -6.8%4,500$257K$57.11No quote
176INTCIntel Corp0.00%Reduce -16.0%4,200$226K$53.81No quote
177MMacy's Inc0.00%Reduce -5.2%9,100$219K$24.07No quote
178CTRACabot Oil & Gas Corp0.00%Reduce -19.4%8,300$217K$26.14No quote
183FOXTwenty-First Century Fox Inc-Sold0$0No quoteNo quote
182FOXATwenty-First Century Fox Inc-Sold0$0No quoteNo quote
181LILALiberty Latin America Ltd-Sold0$0No quoteNo quote
180DNBDun & Bradstreet Corp/The-Sold0$0No quoteNo quote
179ATUSAltice USA Inc-Sold0$0No quoteNo quote