DC
Dodge & Cox
Dodge & Cox
Fundamental value — diversified
One of the oldest and most respected value firms. Research-intensive team approach with very low turnover and deep fundamental conviction.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
Reduced
Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Other / Unclassified
19.51%
Healthcare
18.94%
Financial Services
12.59%
Industrials
11.25%
Technology
10.96%
Communication Services
9.94%
Consumer Cyclical
5.3%
Energy
3.43%
Basic Materials
3.33%
Consumer Defensive
2.26%
Utilities
1.27%
Real Estate
1.14%
Full Portfolio · 2026-06-30
222 positions — click any ticker to open its analysis page
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 50 positions moved
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| Action | Ticker | Company | Shares Δ | Value | Wt. Δ | Portfolio % |
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