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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 2026-05-30 from SEC 13F data.

Live quotes available for 185 of 200 rows. Rows without a quote are marked unavailable.

1SCHWThe Charles Schwab Corp.3.78%Add +10.5%86,421,986$5.95B$68.8052w: $45.00 - $86.63; reported $68.80
2WFCWells Fargo & Co.3.67%Reduce -0.8%117,252,015$5.77B$49.2252w: $35.25 - $50.77; reported $49.22
3OXYOccidental Petroleum Corp.3.07%Reduce -10.5%80,992,508$4.84B$59.7152w: $55.12 - $67.93; reported $59.71
4FIFiserv, Inc.2.94%Reduce -0.5%34,866,570$4.63BNo quoteNo quote
5GOOGAlphabet, Inc.2.80%Reduce -11.7%31,236,915$4.4B$140.9352w: $85.57 - $143.94; reported $140.93
6MSFTMicrosoft Corp.2.59%Reduce -5.2%10,821,120$4.07B$376.0452w: $219.35 - $384.30; reported $376.04
7CIThe Cigna Group2.51%Reduce -1.6%13,207,966$3.96B$299.4552w: $240.50 - $327.91; reported $299.45
8JCIJohnson Controls International PLC2.48%Add +6.4%67,792,459$3.91B$57.6452w: $47.90 - $70.43; reported $57.64
9SNYSanofi2.47%Reduce -0.3%78,250,193$3.89B$49.7352w: $42.63 - $57.82; reported $49.73
10RTXRTX Corp.2.26%Add +29.7%42,189,300$3.55B$84.1452w: $68.56 - $104.91; reported $84.14
11METMetLife, Inc.2.25%Reduce -0.4%53,443,191$3.53B$66.1352w: $48.95 - $73.92; reported $66.13
12FDXFedEx Corp.2.18%Reduce -6.2%13,572,703$3.43B$252.9752w: $140.64 - $230.08; reported $252.97
13COFCapital One Financial Corp.2.10%Reduce -11.2%25,220,598$3.31B$131.1252w: $83.93 - $132.50; reported $131.12
14CMCSAComcast Corp.2.08%Reduce -1.6%74,602,208$3.27B$43.8552w: $32.46 - $44.48; reported $43.85
15CHTRCharter Communications, Inc.2.08%Reduce -0.8%8,399,842$3.26B$388.6852w: $315.02 - $458.30; reported $388.68
16BKThe Bank of New York Mellon Corp.1.94%Reduce -0.4%58,771,100$3.06B$52.0552w: $39.65 - $52.31; reported $52.05
17UBSUBS Group AG1.82%Reduce -32.6%92,331,951$2.86B$30.9952w: $17.99 - $31.39; reported $30.99
18BKNGBooking Holdings, Inc.1.79%Reduce -0.7%793,922$2.82B$3547.2252w: $80.22 - $143.22; reported $3547.22
19GILDGilead Sciences, Inc.1.71%Reduce -0.7%33,295,023$2.7B$81.0152w: $72.87 - $88.29; reported $81.01
20AMZNAmazon.com, Inc.1.70%Reduce -2.2%17,634,545$2.68B$151.9452w: $81.43 - $155.63; reported $151.94
21GSKGSK PLC1.63%Reduce -0.4%69,026,793$2.56B$37.0652w: $33.20 - $38.32; reported $37.06
22CVSCVS Health Corp.1.53%Add +13.8%30,413,390$2.4B$78.9652w: $64.41 - $93.41; reported $78.96
23FISFidelity National Information Services, Inc.1.44%Add +2.6%37,620,210$2.26B$60.0752w: $46.91 - $79.32; reported $60.07
24BACBank of America Corp.1.42%Reduce -0.4%66,342,835$2.23B$33.6752w: $24.96 - $37.00; reported $33.67
25TELTE Connectivity, Ltd.1.40%Reduce -1.2%15,667,374$2.2B$140.5052w: $113.46 - $146.60; reported $140.50
26GEGeneral Electric Co.1.36%Reduce -24.5%16,818,881$2.15B$127.6352w: $52.05 - $103.11; reported $127.63
27GSThe Goldman Sachs Group, Inc.1.34%Reduce -1.1%5,482,267$2.11B$385.7752w: $289.36 - $387.76; reported $385.77
28REGNRegeneron Pharmaceuticals, Inc.1.32%Reduce -0.2%2,367,680$2.08B$878.2952w: $668.00 - $899.86; reported $878.29
29BUDAnheuser-Busch InBev SA/NV1.30%Reduce -0.4%31,717,238$2.05B$64.6252w: $51.66 - $67.09; reported $64.62
30TFCTruist Financial Corp.1.25%Add +0.2%53,173,840$1.96B$36.9252w: $25.56 - $51.26; reported $36.92
31NSCNorfolk Southern Corp.1.24%Add +28.2%8,233,372$1.95B$236.3852w: $183.09 - $260.20; reported $236.38
32TMUST-Mobile U.S., Inc.1.15%Reduce -0.3%11,329,368$1.82B$160.3352w: $124.92 - $161.19; reported $160.33
33UNHUnitedHealth Group, Inc.1.14%Reduce -1.2%3,406,192$1.79B$526.4752w: $445.68 - $554.70; reported $526.47
34GOOGLAlphabet, Inc.1.09%Reduce -1.6%12,223,160$1.71B$139.6952w: $84.86 - $142.68; reported $139.69
35STTState Street Corp.1.01%Reduce -1.1%20,414,894$1.58B$77.4652w: $62.78 - $94.74; reported $77.46
36METAMeta Platforms, Inc.0.98%Reduce -1.1%4,377,358$1.55B$353.9652w: $122.28 - $361.90; reported $353.96
37LYBLyondellBasell Industries NV0.98%Reduce -0.1%16,210,777$1.54B$95.0852w: $81.24 - $102.05; reported $95.08
38MCHPMicrochip Technology, Inc.0.94%Reduce -4.9%16,449,259$1.48B$90.1852w: $68.41 - $94.30; reported $90.18
39BKRBaker Hughes Co.0.92%Reduce -1.0%42,193,724$1.44B$34.1852w: $26.12 - $37.58; reported $34.18
40SUSuncor Energy, Inc.0.89%Reduce -2.4%43,816,554$1.4B$32.0452w: $27.59 - $35.51; reported $32.04
41CTSHCognizant Technology Solutions Corp.0.89%Reduce -4.6%18,572,637$1.4B$75.5352w: $56.45 - $76.85; reported $75.53
42AVTRAvantor, Inc.0.89%Add +360.4%61,196,331$1.4B$22.8352w: $16.63 - $25.25; reported $22.83
43ZBHZimmer Biomet Holdings, Inc.0.89%Add +137.7%11,474,535$1.4B$121.7052w: $102.00 - $149.25; reported $121.70
44COPConocoPhillips0.87%Reduce -12.4%11,764,273$1.37B$116.0752w: $91.53 - $127.35; reported $116.07
45BMRNBioMarin Pharmaceutical, Inc.0.86%Reduce -1.1%13,994,063$1.35B$96.4252w: $76.02 - $117.77; reported $96.42
46BABAAlibaba Group Holding, Ltd.0.85%Add +6.9%17,194,570$1.33B$77.5152w: $70.08 - $121.30; reported $77.51
47NVSNovartis AG0.85%Reduce -19.1%13,165,538$1.33B$100.9752w: $79.98 - $105.61; reported $100.97
48WMBThe Williams Co., Inc.0.84%Reduce -1.1%37,924,018$1.32B$34.8352w: $27.80 - $37.45; reported $34.83
49GEHCGE HealthCare Technologies, Inc.0.83%Reduce -0.9%16,979,428$1.31B$77.3252w: $53.50 - $87.83; reported $77.32
50ELANElanco Animal Health, Inc.0.80%Reduce -0.3%83,980,900$1.25B$14.9052w: $7.88 - $15.10; reported $14.90
51IFFInternational Flavors & Fragrances, Inc.0.79%New15,440,725$1.25B$80.9752w: $62.11 - $118.34; reported $80.97
52CSCOCisco Systems, Inc.0.77%Reduce -16.3%24,091,212$1.22B$50.5252w: $45.56 - $58.19; reported $50.52
53DDominion Energy, Inc.0.68%Add +39.6%22,800,383$1.07B$47.0052w: $39.18 - $63.94; reported $47.00
54HPQHP, Inc.0.68%Reduce -1.0%35,413,307$1.07B$30.0952w: $25.22 - $33.90; reported $30.09
55CECelanese Corp.0.68%Reduce -1.5%6,849,327$1.06B$155.3752w: $97.12 - $159.06; reported $155.37
56BAXBaxter International, Inc.0.67%Add +178.0%27,381,465$1.06B$38.6652w: $31.01 - $53.12; reported $38.66
57JNPRJuniper Networks, Inc.0.65%Reduce -0.7%34,469,105$1.02BNo quoteNo quote
58INCYIncyte Corp.0.64%Reduce -2.0%16,090,421$1.01B$62.7952w: $50.27 - $86.29; reported $62.79
59OVVOvintiv, Inc.0.64%Reduce -18.9%22,955,251$1.01B$43.9252w: $32.07 - $52.47; reported $43.92
60HMCHonda Motor Co., Ltd.0.62%Reduce -23.4%31,649,060$978.27MNo quoteNo quote
61HPEHewlett Packard Enterprise Co.0.58%Reduce -1.0%54,182,673$920.02M$16.9852w: $13.65 - $18.14; reported $16.98
62HLNHaleon PLC0.58%Add +1.2%110,663,098$910.76M$8.2352w: $7.49 - $9.05; reported $8.23
63TAPMolson Coors Beverage Co.0.57%Reduce -0.3%14,652,014$896.85M$61.2152w: $48.49 - $70.90; reported $61.21
64FOXAFox Corp.0.55%Reduce -3.4%29,014,647$860.86M$29.6752w: $28.66 - $37.26; reported $29.67
65BMYBristol-Myers Squibb Co.0.53%Reduce -0.2%16,200,284$831.24M$51.3152w: $48.25 - $75.18; reported $51.31
66BAPCredicorp, Ltd.0.53%Add +1.9%5,530,980$829.26M$149.9352w: $116.42 - $160.15; reported $149.93
67CARRCarrier Global Corp.0.53%Reduce -0.6%14,424,756$828.7M$57.4552w: $40.28 - $60.04; reported $57.45
68COHRCoherent Corp.0.52%Add +0.0%18,735,408$815.55M$43.5352w: $26.29 - $60.46; reported $43.53
69XPXP, Inc.0.50%Reduce -0.2%30,228,845$788.07M$26.0752w: $10.30 - $27.71; reported $26.07
70GPSThe Gap, Inc.0.49%Reduce -0.7%37,090,678$775.57MNo quoteNo quote
71TECKTeck Resources, Ltd.0.49%Reduce -1.1%18,313,640$774.12M$42.2752w: $32.48 - $49.34; reported $42.27
72AEGAegon, Ltd.0.46%New124,975,717$719.86M$5.7652w: $4.02 - $5.83; reported $5.76
73ALNYAlnylam Pharmaceuticals, Inc.0.45%Reduce -1.9%3,674,310$703.3M$191.4152w: $148.10 - $242.39; reported $191.41
74NTRNutrien, Ltd.0.41%Reduce -0.9%11,450,959$645.03M$56.3352w: $52.23 - $85.16; reported $56.33
75JDJD.com, Inc.0.40%Add +18.9%21,944,549$633.98M$28.8952w: $24.01 - $67.09; reported $28.89
76VFCVF Corp.0.39%Add +0.6%32,308,600$607.4M$18.8052w: $12.85 - $32.13; reported $18.80
77MDTMedtronic PLC0.36%Reduce -1.2%6,779,865$558.53M$82.3852w: $68.84 - $92.02; reported $82.38
78OXY-WSOccidental Petroleum Corp.0.35%Reduce -0.1%14,275,070$555.73MNo quoteNo quote
79LINLinde PLC0.35%Reduce -2.1%1,326,990$545.01M$410.7152w: $302.17 - $434.21; reported $410.71
80TRPTC Energy Corp.0.29%Reduce -2.2%11,860,400$463.62M$39.0952w: $32.52 - $45.18; reported $39.09
81BHFBrighthouse Financial, Inc.0.29%Reduce -0.7%8,757,834$463.46M$52.9252w: $39.23 - $60.54; reported $52.92
82OTISOtis Worldwide Corp.0.29%Reduce -1.5%5,026,497$449.72M$89.4752w: $73.32 - $91.33; reported $89.47
83BIDUBaidu, Inc.0.24%Reduce -1.2%3,150,115$375.15M$119.0952w: $103.32 - $160.88; reported $119.09
84GLPIGaming & Leisure Properties, Inc.0.20%Add +5.0%6,402,581$315.97M$49.3552w: $43.54 - $55.13; reported $49.35
85FOXFox Corp.0.20%Reduce -1.1%11,303,523$312.54M$27.6552w: $26.20 - $34.42; reported $27.65
86NWSANews Corp.0.16%Reduce -0.8%10,477,457$257.22M$24.5552w: $15.58 - $24.81; reported $24.55
87DISHDISH Network Corp.0.14%Reduce -0.7%38,886,766$224.38MNo quoteNo quote
88TVGrupo Televisa SAB0.14%Reduce -0.9%64,405,090$215.11MNo quoteNo quote
89NTESNetEase, Inc.0.11%Reduce -34.6%1,799,026$167.6M$93.1652w: $75.38 - $118.90; reported $93.16
90NBIXNeurocrine Biosciences, Inc.0.11%Add +489.8%1,259,744$165.98M$131.7652w: $89.04 - $133.64; reported $131.76
91JXNJackson Financial, Inc.0.10%Reduce -26.4%3,071,598$157.27M$51.2052w: $26.70 - $53.00; reported $51.20
92YUMCYum China Holdings, Inc.0.09%Add +23769.2%3,165,531$134.31M$42.4352w: $38.99 - $64.70; reported $42.43
93ITUBItau Unibanco Holding SA0.07%Reduce -12.7%15,910,905$110.58M$6.9552w: $3.74 - $6.22; reported $6.95
94FMSFresenius Medical Care AG0.06%-4,223,110$87.97M$20.8352w: $15.76 - $27.72; reported $20.83
95AXPAmerican Express Co.0.05%Reduce -2.2%434,097$81.32M$187.3452w: $140.91 - $188.30; reported $187.34
96CDNSCadence Design Systems, Inc.0.05%Reduce -2.7%274,851$74.86M$272.3752w: $154.88 - $279.33; reported $272.37
97UNPUnion Pacific Corp.0.04%Add +7.0%284,628$69.91M$245.6252w: $183.69 - $246.99; reported $245.62
98AVGOBroadcom, Inc.0.04%New55,745$62.23M$1116.2552w: $55.00 - $115.18; reported $1116.25
99JPMJPMorgan Chase & Co.0.04%Reduce -1.5%325,535$55.37M$170.1052w: $123.11 - $170.69; reported $170.10
100SLBSchlumberger NV0.03%Reduce -6.1%784,397$40.82M$52.0452w: $42.73 - $62.12; reported $52.04
101HDBHDFC Bank, Ltd.0.02%New561,469$37.68M$67.1152w: $27.98 - $35.88; reported $67.11
102LLYEli Lilly & Co.0.02%Reduce -1.8%54,029$31.49M$582.9252w: $309.20 - $629.97; reported $582.92
103DISThe Walt Disney Co.0.02%Reduce -6.1%317,734$28.69M$90.2952w: $78.73 - $118.18; reported $90.29
104CVXChevron Corp.0.02%Reduce -1.6%188,025$28.05M$149.1652w: $140.72 - $187.81; reported $149.16
105IBNICICI Bank, Ltd.0.02%Reduce -44.3%1,002,500$23.9M$23.8452w: $19.34 - $25.04; reported $23.84
106TRVThe Travelers Co., Inc.0.01%Reduce -0.0%113,770$21.67M$190.4952w: $157.33 - $194.51; reported $190.49
107DELLDell Technologies, Inc.0.01%Reduce -97.8%243,897$18.66M$76.5052w: $35.96 - $77.45; reported $76.50
108MRKMerck & Co., Inc.0.01%Reduce -1.7%160,945$17.55M$109.0252w: $99.14 - $119.65; reported $109.02
109TGTTarget Corp.0.01%Reduce -3.5%119,224$16.98M$142.4252w: $102.93 - $181.70; reported $142.42
110TMOThermo Fisher Scientific, Inc.0.01%-27,173$14.42M$530.7952w: $415.60 - $609.85; reported $530.79
111PGThe Procter & Gamble Co.0.01%-97,038$14.22M$146.5452w: $135.83 - $158.38; reported $146.54
112ADBEAdobe, Inc.0.01%Reduce -0.3%22,070$13.17M$596.6052w: $318.60 - $633.89; reported $596.60
113CATCaterpillar, Inc.0.01%-42,379$12.53M$295.6752w: $204.04 - $299.20; reported $295.67
114WMTWalmart, Inc.0.01%Reduce -2.7%69,820$11.01M$157.6552w: $45.36 - $56.65; reported $157.65
115AZNAstraZeneca PLC0.01%Reduce -1.1%155,675$10.48M$67.3552w: $123.46 - $153.12; reported $67.35
116HDThe Home Depot, Inc.0.01%Reduce -0.2%25,317$8.77M$346.5552w: $274.26 - $354.92; reported $346.55
117XOMExxon Mobil Corp.0.01%Reduce -0.3%80,682$8.07M$99.9852w: $97.48 - $120.70; reported $99.98
118HESHess Corp.0.00%Reduce -6.2%48,150$6.94MNo quoteNo quote
119ADIAnalog Devices, Inc.0.00%Reduce -0.7%34,585$6.87M$198.5652w: $154.99 - $202.77; reported $198.56
120TSMTaiwan Semiconductor Manufacturing Co., Ltd.0.00%New61,500$6.4M$104.0052w: $73.77 - $110.69; reported $104.00
121SNPSSynopsys, Inc.0.00%Reduce -4.9%11,550$5.95M$514.9152w: $312.25 - $573.77; reported $514.91
122VMCVulcan Materials Co.0.00%-25,200$5.72M$227.0152w: $159.76 - $229.75; reported $227.01
123IBMInternational Business Machines Corp.0.00%Reduce -0.6%34,970$5.72M$163.5552w: $120.55 - $166.34; reported $163.55
124BSXBoston Scientific Corp.0.00%Reduce -0.0%97,095$5.61M$57.8152w: $44.35 - $58.34; reported $57.81
125DEDeere & Co.0.00%-13,211$5.28M$399.8752w: $345.55 - $450.00; reported $399.87
126CXCemex SAB de CV0.00%Add +22.9%610,200$4.73M$7.7552w: $4.08 - $8.46; reported $7.75
127AAPLApple, Inc.0.00%-24,456$4.71M$192.5352w: $124.17 - $199.62; reported $192.53
128BRK-BBerkshire Hathaway, Inc.0.00%-12,820$4.57M$356.6652w: $292.42 - $373.34; reported $356.66
129AMGNAmgen, Inc.0.00%-14,382$4.14M$288.0252w: $211.71 - $289.04; reported $288.02
130SHELShell PLC0.00%Reduce -2.0%58,813$3.87M$65.8052w: $52.47 - $68.74; reported $65.80
131DHRDanaher Corp.0.00%Reduce -13.4%1.128:1 split16,525$3.82M$231.3452w: $182.09 - $247.62; reported $231.34
132HALHalliburton Co.0.00%Reduce -26.6%105,702$3.82M$36.1552w: $27.84 - $43.85; reported $36.15
133PFEPfizer, Inc.0.00%Reduce -1.8%116,385$3.35M$28.7952w: $25.76 - $51.60; reported $28.79
134JNJJohnson & Johnson0.00%-21,097$3.31M$156.7452w: $144.95 - $180.93; reported $156.74
135APAAPA Corp.0.00%Reduce -10.3%87,950$3.16M$35.8852w: $30.67 - $46.98; reported $35.88
136MSIMotorola Solutions, Inc.0.00%-8,627$2.7M$313.0952w: $251.00 - $329.83; reported $313.09
137SPGIS&P Global, Inc.0.00%-5,400$2.38M$440.5252w: $321.15 - $443.72; reported $440.52
138PNCThe PNC Financial Services Group, Inc.0.00%-14,275$2.21M$154.8552w: $109.40 - $169.07; reported $154.85
139BRK-ABerkshire Hathaway, Inc.0.00%-4$2.17M$542625.0052w: $442363.00 - $566570.00; reported $542625.00
140MCDMcDonald's Corp.0.00%Reduce -0.7%6,950$2.06M$296.5152w: $245.73 - $299.35; reported $296.51
141DEODiageo PLC0.00%-13,911$2.03M$145.6652w: $135.63 - $190.02; reported $145.66
142ABTAbbott Laboratories0.00%-17,857$1.97M$110.0752w: $89.67 - $115.83; reported $110.07
143GLWCorning, Inc.0.00%Reduce -39.6%56,100$1.71M$30.4552w: $25.26 - $37.10; reported $30.45
144ABBVAbbVie, Inc.0.00%Reduce -1.5%11,006$1.71M$154.9752w: $130.96 - $168.11; reported $154.97
145HONHoneywell International, Inc.0.00%-8,019$1.68M$209.7152w: $164.83 - $204.73; reported $209.71
146PMPhilip Morris International, Inc.0.00%-17,000$1.6M$94.0852w: $87.23 - $105.62; reported $94.08
147NEENextEra Energy, Inc.0.00%-24,000$1.46M$60.7452w: $47.15 - $86.47; reported $60.74
148KOThe Coca-Cola Co.0.00%-24,635$1.45M$58.9352w: $51.55 - $64.99; reported $58.93
149DDDuPont de Nemours, Inc.0.00%Reduce -4.3%17,763$1.37M$76.9352w: $26.28 - $32.95; reported $76.93
150PHParker-Hannifin Corp.0.00%-2,850$1.31M$460.7052w: $288.61 - $464.00; reported $460.70
151CTVACorteva, Inc.0.00%Reduce -0.2%26,755$1.28M$47.9252w: $43.22 - $65.21; reported $47.92
152YYJOYY, Inc.0.00%Add +28.3%31,710$1.26MNo quoteNo quote
153NUENucor Corp.0.00%-6,800$1.18M$174.0452w: $129.79 - $182.68; reported $174.04
154VIPSVipshop Holdings, Ltd.0.00%Add +24.2%66,197$1.18M$17.7652w: $13.14 - $19.13; reported $17.76
155ULUnilever PLC0.00%-23,900$1.16M$48.4852w: $51.98 - $63.05; reported $48.48
156USBU.S. Bancorp0.00%Reduce -1.5%26,300$1.14M$43.2852w: $27.27 - $49.95; reported $43.28
157CLColgate-Palmolive Co.0.00%-14,000$1.12M$79.7152w: $67.62 - $82.09; reported $79.71
158TCOMTrip.com Group, Ltd.0.00%Add +27.2%30,400$1.09M$36.0152w: $30.70 - $43.59; reported $36.01
159EBAYeBay, Inc.0.00%-23,410$1.02M$43.6252w: $37.17 - $52.23; reported $43.62
160LVSLas Vegas Sands Corp.0.00%Reduce -34.9%20,500$1.01M$49.2152w: $43.77 - $65.58; reported $49.21
161MMM3M Co.0.00%-9,224$1.01M$109.3252w: $71.36 - $108.61; reported $109.32
162CPACopa Holdings SA0.00%Add +27.2%9,350$994K$106.3152w: $78.12 - $121.20; reported $106.31
163DOWDow Inc0.00%Reduce -3.1%17,940$983.83K$54.8452w: $47.26 - $60.88; reported $54.84
164AOSLAlpha & Omega Semiconductor, Ltd.0.00%Add +0.3%35,814$933.31K$26.0652w: $20.03 - $38.87; reported $26.06
165PYPLPayPal Holdings, Inc.0.00%Reduce -0.7%14,950$918.08K$61.4152w: $50.25 - $88.63; reported $61.41
166MDLZMondelez International, Inc.0.00%-11,840$857.57K$72.4352w: $60.75 - $78.59; reported $72.43
167MOAltria Group, Inc.0.00%-21,000$847.14K$40.3452w: $39.07 - $48.11; reported $40.34
168APDAir Products & Chemicals, Inc.0.00%Reduce -3.3%2,900$794.02K$273.8052w: $251.63 - $320.90; reported $273.80
169GISGeneral Mills, Inc.0.00%-11,200$729.57K$65.1452w: $60.33 - $90.89; reported $65.14
170AMPAmeriprise Financial, Inc.0.00%-1,827$693.95K$379.8352w: $275.09 - $383.78; reported $379.83
171GPCGenuine Parts Co.0.00%-4,825$668.26K$138.5052w: $126.35 - $181.37; reported $138.50
172MCOMoody's Corp.0.00%-1,702$664.73K$390.5652w: $274.81 - $396.91; reported $390.56
173GPRKGeopark, Ltd.0.00%Add +0.3%76,814$658.3K$8.5752w: $8.05 - $16.17; reported $8.57
174AFYAAfya, Ltd.0.00%Add +7.0%29,183$639.98K$21.9352w: $9.66 - $22.41; reported $21.93
175BEKEKE Holdings, Inc.0.00%Add +5.8%38,440$623.11K$16.2152w: $13.71 - $21.08; reported $16.21
176BLKBlackRock, Inc.0.00%-750$608.85K$811.8052w: $596.18 - $819.00; reported $811.80
177IFSIntercorp Financial Services, Inc.0.00%New27,010$592.87K$21.9552w: $17.94 - $26.02; reported $21.95
178PEPPepsiCo, Inc.0.00%-3,075$522.26K$169.8452w: $155.83 - $196.88; reported $169.84
179ELVElevance Health, Inc.0.00%-1,100$518.72K$471.5652w: $412.00 - $511.97; reported $471.56
180NOAHNoah Holdings, Ltd.0.00%Add +15.0%26,840$370.66K$13.8152w: $10.88 - $21.53; reported $13.81
181ALLThe Allstate Corp.0.00%-2,618$366.47K$139.9852w: $100.57 - $144.99; reported $139.98
182LMTLockheed Martin Corp.0.00%-775$351.26K$453.2452w: $393.77 - $508.10; reported $453.24
183PSXPhillips 660.00%-2,600$346.16K$133.1452w: $89.74 - $136.69; reported $133.14
184ZTSZoetis, Inc.0.00%-1,700$335.53K$197.3752w: $141.52 - $201.92; reported $197.37
185PPGPPG Industries, Inc.0.00%-2,200$329.01K$149.5552w: $120.33 - $152.89; reported $149.55
186VVisa, Inc.0.00%-1,200$312.42K$260.3552w: $206.16 - $263.25; reported $260.35
187CTASCintas Corp.0.00%-500$301.33K$602.6652w: $105.77 - $151.95; reported $602.66
188RIORio Tinto PLC0.00%-4,000$297.84K$74.4652w: $58.27 - $80.52; reported $74.46
189LOMALoma Negra Cia Industrial Argentina SA0.00%Add +2.5%40,800$289.27K$7.0952w: $5.64 - $7.95; reported $7.09
190VLTOVeralto Corp.0.00%New3,382$278.2K$82.2652w: $65.51 - $83.89; reported $82.26
191PBRPetroleo Brasileiro SA0.00%-16,500$263.51K$15.9752w: $9.27 - $16.55; reported $15.97
192BDXBecton, Dickinson & Co.0.00%-980$238.95K$243.8352w: $179.73 - $225.88; reported $243.83
193LNCLincoln National Corp.0.00%Reduce -99.8%8,700$234.64K$26.9752w: $18.50 - $36.50; reported $26.97
194VZVerizon Communications, Inc.0.00%New5,500$207.35K$37.7052w: $30.14 - $42.58; reported $37.70
195QRTEAQurate Retail, Inc.0.00%-22,000$19.26KNo quoteNo quote
199VMWVMware, Inc.-Sold0$0No quoteNo quote
198LBTYKLiberty Global PLC-Sold0$0No quoteNo quote
197LBTYALiberty Global PLC-Sold0$0No quoteNo quote
196AEGAegon NV-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%10/1OTHER0$0