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 SLB

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $5,643,855 109,824
2025-12-31 $6,787,464 176,849
2025-09-30 $16,369,021 476,259
2025-06-30 $19,140,399 566,284
2025-03-31 $25,389,696 607,409
2024-12-31 $23,790,583 620,516
2024-09-30 $27,079,396 645,516
2024-06-30 $31,633,199 670,479
2024-03-31 $40,167,344 732,847
2023-12-31 $40,820,019 784,397
2023-09-30 $48,689,070 835,147
2023-06-30 $45,259,020 921,397
2023-03-31 $48,433,369 986,423
2022-12-31 $212,353,972 3,972,203
2022-09-30 $922,826,480 25,705,473
2022-06-30 $1,045,569,260 29,238,514
2022-03-31 $1,265,322,614 30,629,935
2021-12-31 $1,690,002,127 56,427,450
2021-09-30 $1,795,497,063 60,576,824
2021-06-30 $1,996,749,357 62,378,924
2021-03-31 $1,866,752,262 68,655,839
2020-12-31 $1,671,247,801 76,557,389
2020-09-30 $1,274,756,812 81,925,245
2020-06-30 $1,637,940,658 89,066,920
2020-03-31 $1,226,453,602 90,915,760