Dodge & Cox

CIK
200217
City
San Francisco
State / Country
CA

Top Portfolio Positions

217 positions · $178,023,302,762 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
JCI
Johnson Controls International plc
Industrials
57,506,214 $7,530,438,723 4.23%
SCHW
Schwab Charles Corp
Financial Services
75,002,881 $7,048,770,756 3.96%
RTX
RTX Corp
Industrials
35,473,379 $6,842,814,809 3.84%
OXY
Occidental Petroleum Corp /De/
Energy
74,085,572 $4,815,562,180 2.71%
MSFT
Microsoft Corp
Technology
11,959,935 $4,427,209,138 2.49%
BKNG
Booking Holdings Inc.
Consumer Cyclical
997,498 $4,199,785,579 2.36%
CVS
CVS HEALTH Corp
Healthcare
51,780,116 $3,718,847,931 2.09%
MET
Metlife Inc
Financial Services
51,114,776 $3,614,836,958 2.03%
FDX
Fedex Corp
Industrials
9,983,449 $3,555,904,864 2.00%
SUNB
Sunbelt Rentals Holdings, Inc.
Industrials
53,101,847 $3,456,399,221 1.94%

Portfolio Trend

25 quarters · across all stocks

Holdings in RTX

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2026-03-31 $6,842,814,809 35,473,379
2025-12-31 $6,890,670,137 37,571,811
2025-09-30 $6,709,826,912 40,099,366
2025-06-30 $6,096,909,442 41,753,934
2025-03-31 $5,610,152,822 42,353,562
2024-12-31 $5,148,545,155 44,491,403
2024-09-30 $5,379,372,662 44,398,916
2024-06-30 $4,445,725,070 44,284,541
2024-03-31 $4,320,891,096 44,303,200
2023-12-31 $3,549,807,702 42,189,300
2023-09-30 $2,341,150,993 32,529,540
2023-06-30 $3,200,665,692 32,673,190
2023-03-31 $3,270,845,547 33,399,832
2022-12-31 $3,386,800,216 33,559,257
2022-09-30 $2,831,655,032 34,591,437
2022-06-30 $3,513,626,574 36,558,387
2022-03-31 $3,786,455,796 38,220,004
2021-12-31 $3,297,996,225 38,322,057
2021-09-30 $3,307,951,573 38,482,452
2021-06-30 $3,347,496,322 39,239,202
2021-03-31 $3,055,673,212 39,545,402
2020-12-31 $2,796,750,164 39,109,917
2020-09-30 $1,744,773,624 30,322,795
2020-06-30 $1,223,752,680 19,859,667