DODGE & COX

data from 30/09/2025

Capitalization

$ 185.335 B 4.14 %

Average holding period

42 ans

Performance

$ 197.875 B 193 629.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DODGE & COX

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SCHW The Charles Schwab Corp. 4.28% 7.928 B $ 83043253 2010/03/31 356.834 M $ 4.64 %
2025/09/30 JCI Johnson Controls International PLC 3.81% 7.060 B $ 64210645 2016/09/30 289.776 M $ 4.10 %
2025/09/30 RTX RTX Corp. 3.62% 6.710 B $ 40099366 2020/06/30 889.776 M $ 14.59 %
2025/09/30 CVS CVS Health Corp. 2.98% 5.517 B $ 73176586 2018/09/30 469.781 M $ 9.29 %
2025/09/30 FI Fiserv, Inc. 2.69% 4.981 B $ 38634009 2020/12/31 -1.292 B $ -25.22 %
2025/09/30 MET MetLife, Inc. 2.38% 4.420 B $ 53659664 2012/12/31 103.705 M $ 2.42 %
2025/09/30 MSFT Microsoft Corp. 2.20% 4.077 B $ 7872161 2011/03/31 167.242 M $ 4.13 %
2025/09/30 FDX FedEx Corp. 2.06% 3.826 B $ 16225160 1999/12/31 123.101 M $ 3.74 %
2025/09/30 BK The Bank of New York Mellon Corp. 2.05% 3.796 B $ 34842944 2007/09/30 671.506 M $ 19.59 %
2025/09/30 OXY Occidental Petroleum Corp. 2.04% 3.774 B $ 79883371 1999/03/31 420.533 M $ 12.47 %
2025/09/30 BKNG Booking Holdings, Inc. 1.97% 3.645 B $ 675082 2018/03/31 -284.863 M $ -6.74 %
2025/09/30 AMZN Amazon.com, Inc. 1.93% 3.578 B $ 16296330 2014/09/30 2.987 M $ 0.08 %
2025/09/30 CMCSA Comcast Corp. 1.91% 3.537 B $ 112567918 2002/12/31 -475.133 M $ -11.96 %
2025/09/30 TEL TE Connectivity PLC 1.90% 3.521 B $ 16039754 2024/09/30 866.644 M $ 30.15 %
2025/09/30 GOOG Alphabet, Inc. 1.84% 3.408 B $ 13992737 2015/12/31 938.111 M $ 37.30 %
2025/09/30 GSK GSK PLC 1.83% 3.384 B $ 78403734 2022/09/30 374.887 M $ 12.40 %
2025/09/30 GILD Gilead Sciences, Inc. 1.80% 3.345 B $ 30133131 2014/09/30 4.006 M $ 0.12 %
2025/09/30 UNH UnitedHealth Group, Inc. 1.77% 3.282 B $ 9505636 2013/06/30 291.656 M $ 10.68 %
2025/09/30 NSC Norfolk Southern Corp. 1.76% 3.267 B $ 10874249 1999/03/31 482.579 M $ 17.36 %
2025/09/30 WFC Wells Fargo & Co. 1.76% 3.260 B $ 38887925 1999/03/31 187.760 M $ 4.62 %
2025/09/30 SNY Sanofi SA 1.76% 3.254 B $ 68931747 2005/06/30 -79.607 M $ -2.30 %
2025/09/30 CHTR Charter Communications, Inc. 1.75% 3.248 B $ 11807549 2016/06/30 -1.488 B $ -32.70 %
2025/09/30 HUM Humana, Inc. 1.59% 2.950 B $ 11338186 2024/06/30 178.127 M $ 6.42 %
2025/09/30 META Meta Platforms, Inc. 1.57% 2.910 B $ 3963207 2020/06/30 -15.446 M $ -0.50 %
2025/09/30 FIS Fidelity National Information Services, Inc. 1.53% 2.842 B $ 43105207 2022/06/30 -545.696 M $ -19.00 %
2025/09/30 GOOGL Alphabet, Inc. 1.49% 2.756 B $ 11338777 2015/12/31 753.974 M $ 37.94 %
2025/09/30 CI The Cigna Group 1.45% 2.682 B $ 9305225 2018/12/31 -378.879 M $ -12.80 %
2025/09/30 COF Capital One Financial Corp. 1.39% 2.574 B $ 12107917 2002/03/31 -2.314 M $ -0.08 %
2025/09/30 REGN Regeneron Pharmaceuticals, Inc. 1.38% 2.559 B $ 4550845 2021/12/31 142.606 M $ 7.10 %
2025/09/30 APD Air Products & Chemicals, Inc. 1.33% 2.456 B $ 9004892 2000/03/31 -82.392 M $ -3.31 %
2025/09/30 ZBH Zimmer Biomet Holdings, Inc. 1.23% 2.287 B $ 23216173 2022/03/31 161.091 M $ 7.99 %
2025/09/30 IFF International Flavors & Fragrances, Inc. 1.23% 2.275 B $ 36972638 2023/12/31 -420.919 M $ -16.33 %
2025/09/30 BUD Anheuser-Busch InBev SA/NV 1.18% 2.179 B $ 36546221 2021/12/31 -350.530 M $ -13.26 %
2025/09/30 BKR Baker Hughes Co. 1.16% 2.146 B $ 44053488 2017/09/30 462.770 M $ 27.07 %
2025/09/30 FTV Fortive Corp. 1.13% 2.087 B $ 42595794 2024/12/31 -104.165 M $ -6.02 %
2025/09/30 GEHC GE HealthCare Technologies, Inc. 1.12% 2.067 B $ 27517311 2023/03/31 24.275 M $ 1.39 %
2025/09/30 BABA Alibaba Group Holding, Ltd. 1.06% 1.962 B $ 10975370 2018/12/31 716.186 M $ 57.60 %
2025/09/30 GE GE Aerospace 1.02% 1.887 B $ 6271622 2021/09/30 393.728 M $ 16.87 %
2025/09/30 SBAC SBA Communications Corp. 1.01% 1.869 B $ 9667297 2024/09/30 -357.166 M $ -17.67 %
2025/09/30 SUI Sun Communities, Inc. 1.01% 1.868 B $ 14480815 2024/03/31 35.639 M $ 1.98 %
2025/09/30 GS The Goldman Sachs Group, Inc. 0.95% 1.759 B $ 2208625 2010/06/30 292.962 M $ 12.52 %
2025/09/30 UBS UBS Group AG 0.95% 1.753 B $ 42641442 2018/09/30 327.666 M $ 21.22 %
2025/09/30 ELAN Elanco Animal Health, Inc. 0.90% 1.667 B $ 82759837 2021/09/30 485.766 M $ 41.04 %
2025/09/30 CPNG Coupang, Inc. 0.82% 1.512 B $ 46947720 2024/06/30 104.417 M $ 7.48 %
2025/09/30 AVTR Avantor, Inc. 0.79% 1.469 B $ 117746888 2023/09/30 -115.085 M $ -7.28 %
2025/09/30 D Dominion Energy, Inc. 0.75% 1.393 B $ 22780033 2023/03/31 106.602 M $ 8.23 %
2025/09/30 HLN Haleon PLC 0.75% 1.385 B $ 154384622 2022/09/30 -217.661 M $ -13.50 %
2025/09/30 NVS Novartis AG 0.73% 1.357 B $ 10585145 2007/06/30 76.982 M $ 5.97 %
2025/09/30 BAX Baxter International, Inc. 0.71% 1.307 B $ 57396370 2023/09/30 -391.433 M $ -24.80 %
2025/09/30 BAP Credicorp, Ltd. 0.70% 1.305 B $ 4899715 2020/09/30 220.102 M $ 19.13 %
2025/09/30 WTW Willis Towers Watson PLC 0.68% 1.255 B $ 3632191 2025/06/30 49.795 M $ 12.71 %
2025/09/30 AON Aon PLC 0.67% 1.235 B $ 3464683 2025/09/30 0.000 $ 0.00 %
2025/09/30 INCY Incyte Corp. 0.64% 1.182 B $ 13932416 2018/12/31 243.885 M $ 24.54 %
2025/09/30 SU Suncor Energy, Inc. 0.62% 1.149 B $ 27471954 2016/09/30 119.471 M $ 11.64 %
2025/09/30 LPLA LPL Financial Holdings, Inc. 0.60% 1.108 B $ 3329255 2024/09/30 -114.228 M $ -11.28 %
2025/09/30 CTSH Cognizant Technology Solutions Corp. 0.59% 1.087 B $ 16201642 2019/06/30 -178.290 M $ -14.05 %
2025/09/30 AEP American Electric Power Co., Inc. 0.58% 1.071 B $ 9523516 2024/03/31 83.663 M $ 8.42 %
2025/09/30 ALNY Alnylam Pharmaceuticals, Inc. 0.57% 1.058 B $ 2321230 2016/06/30 415.335 M $ 39.84 %
2025/09/30 TDY Teledyne Technologies, Inc. 0.53% 985.111 M $ 1680962 2025/06/30 110.428 M $ 14.39 %
2025/09/30 COP ConocoPhillips 0.53% 976.831 M $ 10327000 2002/09/30 54.492 M $ 5.40 %
2025/09/30 HPQ HP, Inc. 0.51% 944.427 M $ 34683331 2015/12/31 96.793 M $ 11.32 %
2025/09/30 SATS EchoStar Corp. 0.49% 900.370 M $ 11791127 2024/03/31 651.960 M $ 175.67 %
2025/09/30 ADM Archer-Daniels-Midland Co. 0.49% 900.195 M $ 15068544 2025/06/30 45.585 M $ 13.19 %
2025/09/30 TMUS T-Mobile U.S., Inc. 0.48% 896.124 M $ 3743522 2020/06/30 4.592 M $ 0.47 %
2025/09/30 CX Cemex SAB de CV 0.47% 869.642 M $ 96734370 2006/09/30 195.749 M $ 29.73 %
2025/09/30 TAP Molson Coors Beverage Co. 0.45% 843.063 M $ 18631224 2018/06/30 -40.885 M $ -5.91 %
2025/09/30 LYB LyondellBasell Industries NV 0.45% 832.163 M $ 16969062 2020/06/30 -149.675 M $ -15.24 %
2025/09/30 FOXA Fox Corp. 0.45% 829.363 M $ 13151969 2019/03/31 98.406 M $ 12.53 %
2025/09/30 CARR Carrier Global Corp. 0.43% 801.634 M $ 13427697 2020/06/30 -172.349 M $ -18.43 %
2025/09/30 BMRN BioMarin Pharmaceutical, Inc. 0.43% 795.437 M $ 14686801 2019/12/31 -12.238 M $ -1.47 %
2025/09/30 BAC Bank of America Corp. 0.43% 791.753 M $ 15347021 1999/06/30 76.264 M $ 9.02 %
2025/09/30 STT State Street Corp. 0.43% 788.308 M $ 6795174 1999/03/31 71.678 M $ 9.09 %
2025/09/30 NBIX Neurocrine Biosciences, Inc. 0.42% 780.038 M $ 5556618 2023/09/30 81.776 M $ 11.69 %
2025/09/30 MDT Medtronic PLC 0.40% 735.736 M $ 7725071 2015/03/31 62.465 M $ 9.26 %
2025/09/30 AEG Aegon, Ltd. 0.37% 685.410 M $ 85783505 2023/12/31 66.553 M $ 10.36 %
2025/09/30 JD JD.com, Inc. 0.35% 657.353 M $ 18792249 2015/12/31 43.772 M $ 7.17 %
2025/09/30 XP XP, Inc. 0.35% 647.844 M $ 34478145 2021/12/31 -48.375 M $ -6.98 %
2025/09/30 CE Celanese Corp. 0.35% 646.416 M $ 15361604 2011/06/30 -203.052 M $ -23.95 %
2025/09/30 GLPI Gaming & Leisure Properties, Inc. 0.34% 633.097 M $ 13582857 2022/03/31 -953.284 K $ -0.15 %
2025/09/30 LIN Linde PLC 0.34% 631.555 M $ 1329590 2023/03/31 7.738 M $ 1.24 %
2025/09/30 VFC VF Corp. 0.32% 591.304 M $ 40977400 2023/09/30 109.757 M $ 22.81 %
2025/09/30 BIDU Baidu, Inc. 0.31% 580.370 M $ 4404415 2013/06/30 249.729 M $ 53.65 %
2025/09/30 ADBE Adobe, Inc. 0.30% 562.109 M $ 1593506 2007/12/31 -670.893 K $ -8.82 %
2025/09/30 TRP TC Energy Corp. 0.28% 524.828 M $ 9645800 2020/09/30 54.209 M $ 11.52 %
2025/09/30 RAL Ralliant Corp. 0.25% 471.423 M $ 10780303 2025/06/30 -51.396 M $ -9.82 %
2025/09/30 FOX Fox Corp. 0.23% 417.369 M $ 7285191 2019/03/31 41.368 M $ 10.96 %
2025/09/30 TIGO Millicom International Cellular SA 0.22% 410.097 M $ 8448632 2025/03/31 97.816 M $ 29.54 %
2025/09/30 MCHP Microchip Technology, Inc. 0.22% 398.926 M $ 6211864 2018/09/30 -38.990 M $ -8.74 %
2025/09/30 NWSA News Corp. 0.21% 383.152 M $ 12476445 2013/09/30 12.886 M $ 3.33 %
2025/09/30 YUMC Yum China Holdings, Inc. 0.20% 365.715 M $ 8520862 2021/06/30 -15.244 M $ -4.00 %
2025/09/30 BNTX BioNTech SE 0.19% 359.676 M $ 3647091 2025/06/30 -6.888 M $ -7.37 %
2025/09/30 NTES NetEase, Inc. 0.19% 348.449 M $ 2292576 2021/06/30 47.804 M $ 12.94 %
2025/09/30 TECK Teck Resources, Ltd. 0.19% 345.478 M $ 7871440 2020/06/30 29.721 M $ 8.69 %
2025/09/30 BMY Bristol-Myers Squibb Co. 0.18% 334.814 M $ 7423820 1999/03/31 -10.040 M $ -2.57 %
2025/09/30 AMRZ Amrize, Ltd. 0.15% 280.419 M $ 5786541 2025/06/30 -12.720 M $ -2.04 %
2025/09/30 HDB HDFC Bank, Ltd. 0.11% 212.298 M $ 6214800 2023/12/31 -126.782 M $ -55.45 %
2025/09/30 TV Grupo Televisa SAB 0.09% 172.721 M $ 64208690 2005/12/31 32.104 M $ 22.83 %
2025/09/30 FLUT Flutter Entertainment PLC 0.09% 159.735 M $ 628878 2024/03/31 -19.973 M $ -11.11 %
2025/09/30 ITUB Itau Unibanco Holding SA 0.07% 136.687 M $ 18622215 2016/09/30 9.722 M $ 8.10 %
2025/09/30 The Gap, Inc. 0.06% 116.138 M $ 5429526 2018/12/31 -2.285 M $ -1.93 %