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 |
RTX Corp
RTX
|
$1.31B |
| 2 |
Linde
LIN
|
$1.29B |
| 3 |
Occidental Petroleum
OXY
|
$1.11B |
| 4 |
Cigna
CI
|
$823M |
| 5 |
Microchip Technology
MCHP
|
$603M |
Top Sells
| 1 |
ESRX
Express Scripts Holding Company
ESRX
|
$3.79B |
| 2 |
Medtronic
MDT
|
$1.06B |
| 3 |
Eli Lilly
LLY
|
$832M |
| 4 |
Union Pacific
UNP
|
$803M |
| 5 |
Novartis
NVS
|
$649M |
Sector Composition
| 1 | Financials | 24.52% |
| 2 | Healthcare | 19.64% |
| 3 | Communication Services | 16.37% |
| 4 | Technology | 12.94% |
| 5 | Energy | 7.28% |
