Dodge & Cox Portfolio holdings
Dodge & Cox, founded in 1930 by Van Duyn Dodge and E. Morris Cox in San Francisco, California, is an independent, employee-owned investment management firm renowned for its disciplined, value-oriented approach to long-term investing. Managing over $350 billion in assets as of late 2024, the firm offers a concise lineup of mutual funds and separate accounts focusing on U.S. and international equities, fixed income, and balanced portfolios, serving individual and institutional investors with a low-turnover, research-driven strategy. Known for its team-based decision-making and contrarian stance—buying undervalued securities others overlook—Dodge & Cox has maintained a consistent philosophy through decades, avoiding trend-chasing and emphasizing fundamentals, even during market volatility like the 2008 crisis. With a tight-knit team of about 300 employees and no proprietary trading, the firm’s commitment to simplicity, low fees, and client alignment has earned it a loyal following and a reputation as a steadfast player in asset management.
Top Buys
| 1 |
GSK
GSK
|
$1.04B |
| 2 |
Comcast
CMCSA
|
$699M |
| 3 |
Medtronic
MDT
|
$496M |
| 4 |
JNPR
Juniper Networks
JNPR
|
$460M |
| 5 |
Johnson Controls International
JCI
|
$416M |
Top Sells
| 1 |
Walmart
WMT
|
$1.48B |
| 2 |
VMW
VMware, Inc
VMW
|
$760M |
| 3 |
Bank of America
BAC
|
$670M |
| 4 |
HP
HPQ
|
$652M |
| 5 |
Goldman Sachs
GS
|
$581M |
Sector Composition
| 1 | Financials | 24.98% |
| 2 | Healthcare | 19.53% |
| 3 | Communication Services | 15.87% |
| 4 | Technology | 14.22% |
| 5 | Energy | 6.99% |
