Dodge & Cox

Dodge & Cox was founded in 1930 by Van Duyn Dodge and E. Morris Cox. The firm employs a team research approach in making investment decisions. The investment decisions are made by the Investment Policy Committees, and while the members of these committees may change over time, the firm aims to preserve the continuity of its investing philosophy, research and culture.

Holdings MV

108.00B

Last Updated

2026-01-26

Total Holdings

Tracker Performance

Dodge & Cox

S&P 500

Total Return

+17.33%

Annualized Return

+31.51%

1 Day Change

-0.60%

Sharpe Ratio

2.25

Trade Updates

2026-01-26

Ticker

Name

01/26

Sell

3.64%

Fill Price --

3.61%

Ticker

Name

01/26

Sell

3.92%

Fill Price --

3.79%

Ticker

Name

01/26

Sell

3.37%

Fill Price --

0.00%

Ticker

Name

01/26

Buy

4.33%

Fill Price --

6.26%

Ticker

Name

01/26

Sell

5.74%

Fill Price --

5.62%

Ticker

Name

01/26

Sell

4.79%

Fill Price --

4.57%

Ticker

Name

01/26

Buy

3.69%

Fill Price --

3.79%

Ticker

Name

01/26

Sell

7.87%

Fill Price --

7.67%

Ticker

Name

01/26

Sell

6.15%

Fill Price --

5.96%

Ticker

Name

01/26

Sell

6.91%

Fill Price --

6.74%

Ticker

Name

01/26

Sell

3.95%

Fill Price --

3.75%

Ticker

Name

01/26

Buy

3.37%

Fill Price --

3.38%

Ticker

Name

01/26

Buy

0.00%

Fill Price --

3.17%

Ticker

Name

01/26

Buy

0.00%

Fill Price --

3.24%

Ticker

Name

01/26

Sell

3.37%

Fill Price --

3.17%

Ticker

Name

01/26

Sell

7.27%

Fill Price --

7.26%

Ticker

Name

01/26

Sell

5.12%

Fill Price --

5.09%

Ticker

Name

01/26

Sell

8.07%

Fill Price --

7.86%

Ticker

Name

01/26

Sell

4.77%

Fill Price --

4.59%

Ticker

Name

01/26

Sell

3.46%

Fill Price --

3.31%

Ticker

Name

01/26

Buy

6.94%

Fill Price --

7.17%

Ticker

Name

01/26

Sell

3.28%

Fill Price --

0.00%

Current Holdings

Medical Biology

26.30%

Non-Bank Financials

11.61%

Electronics

10.48%

Banks

8.88%

Internet & Media

7.67%

Defense

7.26%

Construction Decoration

6.74%

Food & Beverages

6.26%

Transportation

4.57%

Commerce

3.61%

Computer

3.38%

Mining

3.24%

Leisure Services

0.00%

Communication Equipment

0.00%

Symbol

P&L %

Position Size

Ticker

Name

+104.82%

7.67%

Ticker

Name

+53.14%

5.09%

Ticker

Name

+49.38%

7.17%

Ticker

Name

+43.76%

5.96%

Ticker

Name

+43.08%

3.31%

Ticker

Name

+35.07%

7.26%

Ticker

Name

+32.94%

3.79%

Ticker

Name

+23.44%

4.57%

Ticker

Name

+15.55%

3.79%

Ticker

Name

+14.36%

7.86%

Ticker

Name

+11.28%

3.61%

Ticker

Name

+10.28%

6.74%

Ticker

Name

+6.90%

5.62%

Ticker

Name

+1.13%

3.24%

Ticker

Name

+0.38%

3.17%

Ticker

Name

+0.26%

6.26%

Ticker

Name

-0.16%

3.17%

Ticker

Name

-3.09%

3.38%

Ticker

Name

-5.05%

3.75%

Ticker

Name

-5.51%

4.59%

Investing Philosophy

Dodge & Cox believes that a well-tuned, group decision making process enhances individual thinking and moves the portfolio beyond dependence on any single person. The Dodge & Cox team is guided both in what they buy and what they sell by an ongoing search for superior relative value, steering clear of popular choices that come at a price they would rather not pay. Investing when valuations are low creates greater potential for capital appreciation. They look to be long-term owners of companies whose current valuations don't reflect their long-term earnings and cash-flow prospects.

Disclaimer

This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.