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Focused investors/Dodge & Cox

Dodge & Cox

As of Q1 2026, this manager reported 222 long-equity positions worth $181.98B in aggregate.

As of Q1 2026, Dodge & Cox's Dodge & Cox held 222 long-equity positions with a reported value of $181.98B.

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Updated 2026-05-11 from SEC 13F data.

Live quotes available for 185 of 206 rows. Rows without a quote are marked unavailable.

1OXYOccidental Petroleum Corp.3.92%Reduce -0.9%92,156,069$5.75B$62.4352w: $51.53 - $77.13; reported $62.43
2GOOGAlphabet, Inc.3.08%Add +1.3%43,488,919$4.52B$104.0052w: $83.45 - $144.04; reported $104.00
3WFCWells Fargo & Co.3.07%Add +1.4%120,385,253$4.5B$37.3852w: $35.25 - $50.19; reported $37.38
4SNYSanofi3.06%Reduce -2.0%82,517,326$4.49B$54.4252w: $36.91 - $58.10; reported $54.42
5SCHWCharles Schwab Corp.2.80%Add +1.3%78,462,490$4.11B$52.3852w: $45.00 - $86.63; reported $52.38
6FIFiserv, Inc.2.79%Reduce -0.2%36,250,709$4.1BNo quoteNo quote
7FDXFedEx Corp.2.63%Reduce -2.6%16,885,389$3.86B$228.4952w: $114.36 - $200.45; reported $228.49
8JCIJohnson Controls International PLC2.55%Reduce -0.6%62,220,537$3.75B$60.2252w: $45.52 - $69.60; reported $60.22
9MSFTMicrosoft Corp.2.39%Reduce -0.7%12,181,618$3.51B$288.3052w: $213.43 - $315.11; reported $288.30
10COFCapital One Financial Corp.2.30%Reduce -0.6%35,170,355$3.38B$96.1652w: $86.84 - $144.73; reported $96.16
11VMWVMware, Inc.2.26%Reduce -2.5%26,621,128$3.32BNo quoteNo quote
12GEGeneral Electric Co.2.25%Reduce -27.4%1.281:1 split34,581,481$3.31B$95.6052w: $37.34 - $76.35; reported $95.60
13UBSUBS Group AG2.24%Reduce -2.6%155,111,813$3.29B$21.1952w: $13.80 - $22.30; reported $21.19
14RTXRaytheon Technologies Corp.2.23%Reduce -0.5%33,399,832$3.27B$97.9352w: $80.27 - $106.02; reported $97.93
15METMetLife, Inc.2.13%Add +0.9%54,069,754$3.13B$57.9452w: $52.83 - $77.36; reported $57.94
16CHTRCharter Communications, Inc.2.12%Add +2.5%8,683,257$3.11B$357.6152w: $297.66 - $574.65; reported $357.61
17CMCSAComcast Corp.2.01%Reduce -2.3%77,718,806$2.95B$37.9152w: $26.61 - $45.38; reported $37.91
18CIThe Cigna Group2.00%Reduce -0.8%11,462,143$2.93B$255.5352w: $240.11 - $340.11; reported $255.53
19GILDGilead Sciences, Inc.1.96%Reduce -3.3%34,701,762$2.88B$82.9752w: $57.17 - $89.74; reported $82.97
20BKBank of New York Mellon Corp.1.85%Add +0.0%59,834,458$2.72B$45.4452w: $36.22 - $52.26; reported $45.44
21GSKGSK PLC1.69%Add +7.3%69,707,068$2.48B$35.5852w: $28.47 - $46.97; reported $35.58
22CSCOCisco Systems, Inc.1.50%Reduce -2.2%41,985,724$2.19B$52.2752w: $38.60 - $56.19; reported $52.27
23BKNGBooking Holdings, Inc.1.49%Reduce -0.7%826,731$2.19B$2652.4152w: $64.67 - $106.43; reported $2652.41
24TELTE Connectivity, Ltd.1.44%Reduce -0.7%16,140,880$2.12B$131.1552w: $104.76 - $138.24; reported $131.15
25REGNRegeneron Pharmaceuticals, Inc.1.34%Add +7.3%2,384,701$1.96B$821.6752w: $538.01 - $835.00; reported $821.67
26MCHPMicrochip Technology, Inc.1.31%Reduce -2.0%22,899,386$1.92B$83.7852w: $54.33 - $87.76; reported $83.78
27AMZNAmazon.com, Inc.1.29%Add +21.9%18,360,370$1.9B$103.2952w: $81.43 - $168.39; reported $103.29
28GSGoldman Sachs Group, Inc.1.28%Reduce -6.6%5,740,305$1.88B$327.1152w: $277.84 - $389.58; reported $327.11
29NVSNovartis AG1.27%Reduce -2.1%20,312,680$1.87B$92.0052w: $74.09 - $94.26; reported $92.00
30BUDAnheuser-Busch InBev SA/NV1.15%Reduce -0.1%25,302,353$1.69B$66.7352w: $44.51 - $67.09; reported $66.73
31STTState Street Corp.1.13%Reduce -0.5%21,830,987$1.65B$75.6952w: $58.62 - $94.74; reported $75.69
32UNHUnitedHealth Group, Inc.1.12%Reduce -1.1%3,489,512$1.65B$472.5952w: $449.70 - $558.10; reported $472.59
33TMUST-Mobile U.S., Inc.1.10%Reduce -4.0%11,126,724$1.61B$144.8452w: $120.90 - $154.38; reported $144.84
34LYBLyondellBasell Industries NV1.05%Reduce -0.7%16,445,242$1.54B$93.8952w: $71.46 - $117.22; reported $93.89
35METAMeta Platforms, Inc.1.05%Reduce -37.9%7,245,857$1.54B$211.9452w: $88.09 - $236.86; reported $211.94
36HPQHP, Inc.1.03%Reduce -1.6%51,619,005$1.52B$29.3552w: $24.08 - $41.47; reported $29.35
37FISFidelity National Information Services, Inc.1.02%Add +4.9%27,493,640$1.49B$54.3352w: $48.57 - $106.65; reported $54.33
38TAPMolson Coors Beverage Co.0.99%Add +3.8%28,120,054$1.45B$51.6852w: $46.69 - $60.12; reported $51.68
39COPConocoPhillips0.95%Reduce -3.1%14,084,769$1.4B$99.2152w: $78.30 - $138.49; reported $99.21
40INCYIncyte Corp.0.95%Reduce -0.2%19,332,310$1.4B$72.2752w: $65.07 - $86.29; reported $72.27
41BMRNBioMarin Pharmaceutical, Inc.0.95%Reduce -0.4%14,329,313$1.39B$97.2452w: $70.73 - $117.77; reported $97.24
42SUSuncor Energy, Inc.0.95%Add +7.1%44,855,854$1.39B$31.0552w: $26.43 - $42.72; reported $31.05
43FOXAFox Corp.0.93%Reduce -0.0%40,057,178$1.36B$34.0552w: $28.02 - $40.12; reported $34.05
44GOOGLAlphabet, Inc.0.91%Add +35.7%12,841,330$1.33B$103.7352w: $83.34 - $143.71; reported $103.73
45GEHCGE HealthCare Technologies, Inc.0.88%New15,810,644$1.3B$82.0352w: $53.00 - $82.59; reported $82.03
46BABAAlibaba Group Holding, Ltd.0.88%Reduce -9.6%12,633,812$1.29B$102.1852w: $58.01 - $125.84; reported $102.18
47BACBank of America Corp.0.84%Add +1.9%43,175,036$1.23B$28.6052w: $26.32 - $41.74; reported $28.60
48CTSHCognizant Technology Solutions Corp.0.83%Reduce -1.5%20,030,272$1.22B$60.9352w: $51.33 - $90.51; reported $60.93
49JNPRJuniper Networks, Inc.0.82%Reduce -1.1%35,134,252$1.21BNo quoteNo quote
50HMCHonda Motor Co., Ltd.0.82%Add +2.1%45,265,991$1.2BNo quoteNo quote
51WMBThe Williams Companies, Inc.0.80%Reduce -0.3%39,227,254$1.17B$29.8652w: $27.80 - $37.97; reported $29.86
52BMYBristol-Myers Squibb Co.0.78%Reduce -0.5%16,469,182$1.14B$69.3152w: $65.28 - $81.44; reported $69.31
53TECKTeck Resources, Ltd.0.69%Add +2.3%27,691,040$1.01B$36.5052w: $24.72 - $46.90; reported $36.50
54BKRBaker Hughes Co.0.67%Add +9.9%34,072,354$983.33M$28.8652w: $20.42 - $38.66; reported $28.86
55OVVOvintiv, Inc.0.66%Add +24.8%27,016,020$974.74M$36.0852w: $32.26 - $63.30; reported $36.08
56CVSCVS Health Corp.0.64%Add +0.1%12,606,849$936.81M$74.3152w: $72.11 - $107.73; reported $74.31
57HPEHewlett Packard Enterprise Co.0.62%Reduce -5.2%57,477,275$915.61M$15.9352w: $11.90 - $17.25; reported $15.93
58HLNHaleon PLC0.62%Add +16.1%112,055,605$912.13M$8.1452w: $5.59 - $8.39; reported $8.14
59NTRNutrien, Ltd.0.58%Add +7.3%11,533,359$851.74M$73.8552w: $68.82 - $117.25; reported $73.85
60DDominion Energy, Inc.0.56%New14,825,633$828.9M$55.9152w: $52.03 - $88.78; reported $55.91
61ELANElanco Animal Health, Inc.0.54%Reduce 0.0%84,774,075$796.88M$9.4052w: $8.68 - $26.89; reported $9.40
62ALNYAlnylam Pharmaceuticals, Inc.0.53%Reduce -15.2%3,894,535$780.15M$200.3252w: $117.58 - $242.97; reported $200.32
63NTESNetEase, Inc.0.53%Reduce -0.5%8,752,269$774.05M$88.4452w: $53.09 - $108.77; reported $88.44
64CECelanese Corp.0.53%Reduce -0.5%7,077,852$770.71M$108.8952w: $86.71 - $161.37; reported $108.89
65DELLDell Technologies, Inc.0.51%Reduce -3.9%18,472,951$742.8M$40.2152w: $32.90 - $52.60; reported $40.21
66COHRCoherent Corp.0.50%Add +1.5%19,342,695$736.57M$38.0852w: $29.90 - $73.57; reported $38.08
67BAPCredicorp, Ltd.0.50%Add +8.5%5,540,562$733.52M$132.3952w: $113.21 - $176.61; reported $132.39
68TFCTruist Financial Corp.0.47%Add +8.6%20,410,797$696.01M$34.1052w: $28.70 - $57.50; reported $34.10
69CARRCarrier Global Corp.0.46%Reduce -9.1%14,893,181$681.36M$45.7552w: $33.10 - $49.17; reported $45.75
70ZBHZimmer Biomet Holdings, Inc.0.43%Reduce -0.5%4,921,750$635.89M$129.2052w: $100.39 - $135.05; reported $129.20
71JDJD.com, Inc.0.43%Add +1.3%14,221,949$624.2M$43.8952w: $33.17 - $68.29; reported $43.89
72OXY-WSOccidental Petroleum Corp.0.40%Reduce -0.6%14,319,379$587.09MNo quoteNo quote
73MDTMedtronic PLC0.39%Add +75.4%7,183,890$579.17M$80.6252w: $75.77 - $114.31; reported $80.62
74AEGAegon NV0.37%Reduce -0.2%125,808,795$540.98M$4.3052w: $3.76 - $5.89; reported $4.30
75LINLinde PLC0.33%New1,355,190$481.69M$355.4452w: $262.47 - $362.74; reported $355.44
76BIDUBaidu, Inc.0.32%Reduce -50.3%3,148,215$475.13M$150.9252w: $73.58 - $160.88; reported $150.92
77OTISOtis Worldwide Corp.0.30%Reduce -0.3%5,209,672$439.7M$84.4052w: $62.49 - $87.33; reported $84.40
78XPXP, Inc.0.29%Add +20.3%35,799,725$424.94M$11.8752w: $10.30 - $31.96; reported $11.87
79TRPTC Energy Corp.0.27%Add +0.2%10,320,000$401.55M$38.9152w: $36.79 - $59.38; reported $38.91
80BHFBrighthouse Financial, Inc.0.27%Reduce -1.2%8,989,968$396.55M$44.1152w: $38.38 - $60.54; reported $44.11
81GPSThe Gap, Inc.0.26%Reduce -0.7%37,722,126$378.73MNo quoteNo quote
82DISHDISH Network Corp.0.25%Add +0.1%39,326,466$366.92MNo quoteNo quote
83FOXFox Corp.0.25%Reduce -1.0%11,669,678$365.38M$31.3152w: $26.35 - $37.06; reported $31.31
84TVGrupo Televisa SAB0.23%Add +0.3%65,012,920$343.92MNo quoteNo quote
85GLPIGaming and Leisure Properties, Inc.0.22%Reduce -1.3%6,231,679$324.42M$52.0652w: $41.97 - $55.13; reported $52.06
86NWSANews Corp.0.13%Reduce -0.7%10,677,309$184.4M$17.2752w: $14.87 - $22.42; reported $17.27
87LBTYKLiberty Global PLC0.12%-8,961,768$182.64M$20.3852w: $8.46 - $13.89; reported $20.38
88JXNJackson Financial, Inc.0.11%Add +2.6%4,186,406$156.61M$37.4152w: $23.56 - $49.60; reported $37.41
89LNCLincoln National Corp.0.07%Add +1.1%4,357,141$97.9M$22.4752w: $19.74 - $69.91; reported $22.47
90LBTYALiberty Global PLC0.06%-4,875,669$95.08M$19.5052w: $7.84 - $13.44; reported $19.50
91FMSFresenius Medical Care AG & Co. KGaA0.06%Add +20.5%4,223,110$89.78M$21.2652w: $12.79 - $34.65; reported $21.26
92ITUBItau Unibanco Holding SA0.06%Add +20.0%18,325,705$89.25M$4.8752w: $3.44 - $5.36; reported $4.87
93AXPAmerican Express Co.0.06%Reduce -87.9%515,146$84.97M$164.9552w: $130.65 - $192.42; reported $164.95
94CDNSCadence Design Systems, Inc.0.04%Reduce -0.7%295,339$62.05M$210.0952w: $132.32 - $210.23; reported $210.09
95UNPUnion Pacific Corp.0.04%Reduce -1.2%272,040$54.75M$201.2652w: $183.69 - $274.44; reported $201.26
96SLBSchlumberger, Ltd.0.03%Reduce -75.2%986,423$48.43M$49.1052w: $30.65 - $59.45; reported $49.10
97JPMJPMorgan Chase & Co.0.03%Reduce -12.4%362,800$47.28M$130.3152w: $101.28 - $144.34; reported $130.31
98IBNICICI Bank, Ltd.0.03%Add +4.9%2,081,100$44.91M$21.5852w: $17.07 - $23.75; reported $21.58
99DISThe Walt Disney Co.0.03%Reduce -5.0%376,014$37.65M$100.1352w: $84.07 - $139.26; reported $100.13
100NVDANVIDIA Corp.0.02%New118,804$33M$277.7752w: $10.81 - $27.83; reported $277.77
101CVXChevron Corp.0.02%Reduce -1.7%198,767$32.43M$163.1652w: $132.54 - $189.68; reported $163.16
102SNOWSnowflake, Inc.0.02%New169,760$26.19M$154.2952w: $110.27 - $244.05; reported $154.29
103TGTTarget Corp.0.01%Reduce -1.2%128,087$21.22M$165.6352w: $137.16 - $254.87; reported $165.63
104LLYEli Lilly & Co.0.01%Reduce -3.3%61,562$21.14M$343.4252w: $276.83 - $375.25; reported $343.42
105TRVThe Travelers Cos., Inc.0.01%Reduce -0.1%117,620$20.16M$171.4152w: $149.65 - $194.51; reported $171.41
106MRKMerck & Co., Inc.0.01%Reduce -1.2%173,206$18.43M$106.3952w: $81.64 - $115.49; reported $106.39
107TMOThermo Fisher Scientific, Inc.0.01%Add +1.1%29,507$17.01M$576.3752w: $475.77 - $618.36; reported $576.37
108AZNAstraZeneca PLC0.01%Reduce -27.5%223,425$15.51M$69.4152w: $105.30 - $144.24; reported $69.41
109PGProcter & Gamble Co.0.01%Reduce -0.6%98,738$14.68M$148.6952w: $122.18 - $164.90; reported $148.69
110WMTWalmart, Inc.0.01%Reduce -2.3%75,405$11.12M$147.4552w: $39.09 - $53.59; reported $147.45
111XOMExxon Mobil Corp.0.01%Reduce -1.9%81,643$8.95M$109.6652w: $79.29 - $119.63; reported $109.66
112ADBEAdobe, Inc.0.01%Reduce -10.5%22,421$8.64M$385.3752w: $274.73 - $473.49; reported $385.37
113HESHess Corp.0.01%Reduce -12.1%60,782$8.04MNo quoteNo quote
114HALHalliburton Co.0.01%Reduce -14.1%250,151$7.91M$31.6452w: $23.30 - $43.99; reported $31.64
115HDHome Depot, Inc.0.01%Reduce -7.4%26,367$7.78M$295.1252w: $264.51 - $347.25; reported $295.12
116ADIAnalog Devices, Inc.0.01%Reduce -0.8%37,315$7.36M$197.2252w: $133.48 - $197.56; reported $197.22
117CATCaterpillar, Inc.0.00%Reduce -0.2%29,999$6.86M$228.8452w: $160.60 - $266.04; reported $228.84
118AIC3.Ai, Inc.0.00%New180,000$6.04MNo quoteNo quote
119APAAPA Corp.0.00%Reduce -14.0%154,380$5.57M$36.0652w: $30.15 - $51.95; reported $36.06
120BSXBoston Scientific Corp.0.00%Reduce -6.5%105,590$5.28M$50.0352w: $34.98 - $50.21; reported $50.03
121SNPSSynopsys, Inc.0.00%Reduce -2.8%13,350$5.16M$386.2552w: $255.02 - $391.17; reported $386.25
122DEDeere & Co.0.00%Reduce -0.2%12,411$5.12M$412.8852w: $283.81 - $448.40; reported $412.88
123PFEPfizer, Inc.0.00%Reduce -0.2%123,485$5.04M$40.8052w: $39.23 - $56.32; reported $40.80
124IBMInternational Business Machines Corp.0.00%Reduce -4.0%35,360$4.64M$131.0952w: $115.55 - $153.21; reported $131.09
125PYPLPayPal Holdings, Inc.0.00%Reduce -99.2%59,350$4.51M$75.9452w: $66.39 - $122.92; reported $75.94
126VMCVulcan Materials Co.0.00%Reduce -3.2%25,350$4.35M$171.5652w: $137.54 - $197.76; reported $171.56
127DHRDanaher Corp.0.00%Reduce -1.8%16,925$4.27M$252.0452w: $207.19 - $269.34; reported $252.04
128AAPLApple, Inc.0.00%Reduce -2.0%24,656$4.07M$164.9052w: $124.17 - $178.49; reported $164.90
129BRK-BBerkshire Hathaway, Inc.0.00%-12,820$3.96M$308.7752w: $259.85 - $354.58; reported $308.77
130AMGNAmgen, Inc.0.00%Reduce -7.4%15,007$3.63M$241.7552w: $223.30 - $296.67; reported $241.75
131SHELShell PLC0.00%Reduce -2.7%62,913$3.62M$57.5452w: $44.90 - $62.75; reported $57.54
132GLWCorning, Inc.0.00%Reduce -5.4%97,742$3.45M$35.2852w: $28.98 - $37.73; reported $35.28
133JNJJohnson & Johnson0.00%Reduce -0.1%21,797$3.38M$155.0052w: $150.11 - $186.69; reported $155.00
134CXCemex SAB de CV0.00%Add +1.7%589,700$3.26M$5.5352w: $3.20 - $5.71; reported $5.53
135DEODiageo PLC0.00%Reduce -4.0%13,952$2.53M$181.1852w: $160.09 - $212.33; reported $181.18
136MSIMotorola Solutions, Inc.0.00%-8,627$2.47M$286.1352w: $195.18 - $286.24; reported $286.13
137HZNPHorizon Therapeutics Plc0.00%New22,463$2.45MNo quoteNo quote
138MCDMcDonald's Corp.0.00%Reduce -0.7%7,400$2.07M$279.6152w: $228.34 - $281.67; reported $279.61
139SPGIS&P Global, Inc.0.00%Reduce -3.5%5,600$1.93M$344.7752w: $279.32 - $417.37; reported $344.77
140BRK-ABerkshire Hathaway, Inc.0.00%-4$1.86M$465600.0052w: $393012.00 - $533139.00; reported $465600.00
141NEENextEra Energy, Inc.0.00%-24,000$1.85M$77.0852w: $67.22 - $91.35; reported $77.08
142PNCPNC Financial Services Group, Inc.0.00%-14,275$1.81M$127.1052w: $119.27 - $188.59; reported $127.10
143ABTAbbott Laboratories0.00%-17,857$1.81M$101.2652w: $93.25 - $124.36; reported $101.26
144ABBVAbbVie, Inc.0.00%-11,210$1.79M$159.3752w: $134.09 - $175.91; reported $159.37
145PMPhilip Morris International, Inc.0.00%-17,000$1.65M$97.2552w: $82.85 - $109.81; reported $97.25
146CTVACorteva, Inc.0.00%Reduce -3.1%26,893$1.62M$60.3152w: $50.03 - $68.43; reported $60.31
147LVSLas Vegas Sands Corp.0.00%Reduce -6.0%26,700$1.53M$57.4552w: $28.88 - $60.99; reported $57.45
148HONHoneywell International, Inc.0.00%-8,019$1.53M$191.1252w: $157.05 - $208.26; reported $191.12
149KOCoca-Cola Co.0.00%-24,635$1.53M$62.0352w: $54.02 - $67.20; reported $62.03
150DDDuPont de Nemours Inc0.00%Reduce -13.4%19,390$1.39M$71.7752w: $20.72 - $32.80; reported $71.77
151PSTGPure Storage, Inc.0.00%New50,000$1.28MNo quoteNo quote
152ULUnilever PLC0.00%Reduce -2.8%24,271$1.26M$51.9352w: $47.79 - $58.94; reported $51.93
153USBU.S. Bancorp0.00%Reduce -15.3%34,200$1.23M$36.0552w: $32.72 - $53.88; reported $36.05
154EBAYeBay, Inc.0.00%Reduce -14.9%25,610$1.14M$44.3752w: $35.92 - $58.37; reported $44.37
155PHParker Hannifin Corp.0.00%-3,256$1.09M$336.1152w: $230.44 - $364.57; reported $336.11
156DOWDow Inc0.00%Reduce -2.7%19,206$1.05M$54.8252w: $42.91 - $71.86; reported $54.82
157CLColgate-Palmolive Co.0.00%-14,000$1.05M$75.1552w: $67.84 - $83.81; reported $75.15
158NUENucor Corp.0.00%-6,800$1.05M$154.4752w: $100.13 - $187.90; reported $154.47
159MMM3M Co.0.00%-9,224$969.54K$105.1152w: $83.75 - $129.31; reported $105.11
160MDLZMondelez International, Inc.0.00%Add +16.9%13,840$964.93K$69.7252w: $54.72 - $70.39; reported $69.72
161GISGeneral Mills, Inc.0.00%-11,200$957.15K$85.4652w: $64.94 - $88.34; reported $85.46
162MOAltria Group, Inc.0.00%-21,000$937.02K$44.6252w: $40.35 - $57.05; reported $44.62
163GPCGenuine Parts Co.0.00%Reduce -27.7%5,225$874.2K$167.3152w: $124.85 - $187.73; reported $167.31
164APDAir Products & Chemicals, Inc.0.00%Reduce -8.4%3,000$861.63K$287.2152w: $218.88 - $328.56; reported $287.21
165YUMCYum China Holdings, Inc.0.00%Reduce -6.4%12,962$821.66K$63.3952w: $36.05 - $64.57; reported $63.39
166TCOMTrip.com Group, Ltd.0.00%-20,900$787.3K$37.6752w: $18.46 - $40.17; reported $37.67
167CPACopa Holdings SA0.00%-8,300$766.51K$92.3552w: $55.25 - $98.11; reported $92.35
168IWDiShares Russell 1000 Value ETF0.00%New5,000$761.3K$152.2652w: $134.09 - $169.69; reported $152.26
169NSCNorfolk Southern Corp.0.00%-3,550$752.6K$212.0052w: $196.33 - $285.57; reported $212.00
170SMARSmartsheet, Inc.0.00%New15,024$718.15KNo quoteNo quote
171VIPSVipshop Holdings, Ltd.0.00%Add +22.9%44,547$676.22K$15.1852w: $6.36 - $16.18; reported $15.18
172NESRNational Energy Services Reunited Corp.0.00%-120,701$634.89K$5.26No quote
173AOSLAlpha & Omega Semiconductor, Ltd.0.00%New22,814$614.84K$26.9552w: $24.05 - $56.25; reported $26.95
174BEKEKE Holdings, Inc.0.00%Add +4.9%32,000$602.88K$18.8452w: $9.09 - $21.08; reported $18.84
175YEXTYext, Inc.0.00%New61,840$594.28KNo quoteNo quote
176PEPPepsiCo, Inc.0.00%Reduce -14.0%3,075$560.57K$182.3052w: $154.86 - $186.84; reported $182.30
177AMPAmeriprise Financial, Inc.0.00%-1,827$559.98K$306.5052w: $219.99 - $357.46; reported $306.50
178MCOMoody's Corp.0.00%-1,702$520.85K$306.0252w: $230.16 - $346.22; reported $306.02
179ELVElevance Health, Inc.0.00%-1,100$505.79K$459.8152w: $440.02 - $549.52; reported $459.81
180BLKBlackRock Inc0.00%-750$501.84K$669.1252w: $503.12 - $788.65; reported $669.12
181YYJOYY, Inc.0.00%New16,008$499.13KNo quoteNo quote
182CORTCorcept Therapeutics, Inc.0.00%New21,528$466.3KNo quoteNo quote
183NTAPNetApp, Inc.0.00%Reduce -3.1%6,300$402.26K$63.8552w: $58.08 - $83.90; reported $63.85
184GPRKGeopark, Ltd.0.00%Add +45.0%32,614$370.5K$11.3652w: $10.20 - $18.52; reported $11.36
185LMTLockheed Martin Corp.0.00%-775$366.37K$472.7352w: $373.67 - $498.95; reported $472.73
186GWWW.W. Grainger, Inc.0.00%New500$344.41K$688.8152w: $440.48 - $709.21; reported $688.81
187PPGPPG Industries, Inc.0.00%-2,200$293.88K$133.5852w: $107.06 - $138.10; reported $133.58
188UPSUnited Parcel Service, Inc.0.00%New1,500$290.99K$193.9952w: $154.87 - $215.21; reported $193.99
189ALLAllstate Corp.0.00%-2,618$290.1K$110.8152w: $103.20 - $144.46; reported $110.81
190ZTSZoetis Inc0.00%Reduce -12.8%1,700$282.95K$166.4452w: $124.15 - $201.32; reported $166.44
191RIORio Tinto PLC0.00%Reduce -23.1%4,000$274.4K$68.6052w: $50.92 - $83.21; reported $68.60
192AFYAAfya, Ltd.0.00%New24,533$273.79K$11.1652w: $8.73 - $17.02; reported $11.16
193VVisa Inc0.00%Reduce -31.4%1,200$270.55K$225.4652w: $174.60 - $234.30; reported $225.46
194PSXPhillips 660.00%-2,600$263.59K$101.3852w: $74.02 - $113.53; reported $101.38
195BDXBecton, Dickinson & Co.0.00%Reduce -57.0%980$242.59K$247.5452w: $169.73 - $218.00; reported $247.54
196CTASCintas Corp0.00%-500$231.34K$462.6852w: $85.97 - $117.56; reported $462.68
197NOAHNoah Holdings, Ltd.0.00%Add +19.6%13,400$221.77K$16.5552w: $11.78 - $25.86; reported $16.55
198VZVerizon Communications, Inc.0.00%-5,500$213.9K$38.8952w: $34.55 - $55.51; reported $38.89
199NKENIKE, Inc.0.00%New1,700$208.49K$122.6452w: $82.22 - $139.14; reported $122.64
200PBRPetroleo Brasileiro SA0.00%Add +10.6%15,600$162.71K$10.4352w: $8.88 - $16.32; reported $10.43
201LOMALoma Negra Cia Industrial Argentina SA0.00%Add +3.1%19,800$137.61K$6.9552w: $4.45 - $7.95; reported $6.95
202QRTEAQurate Retail, Inc.0.00%Reduce -100.0%22,000$21.73KNo quoteNo quote
205-Micro Focus International PLCCUSIP 594837403-Sold0$0No quoteNo quote
204LINLinde PLC-Sold0$0No quoteNo quote
203CBChubb Ltd-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1FWONK 1 01/30/23Liberty Media CorpNOTE 1.375%10/1OTHER550,000$599.96K