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 | +$1.67B | |
| 2 | +$1.19B | |
| 3 | +$839M | |
| 4 |
Microchip Technology
MCHP
|
+$828M |
| 5 |
FedEx
FDX
|
+$497M |
Top Sells
| 1 | +$923M | |
| 2 | +$567M | |
| 3 | +$560M | |
| 4 |
VMW
VMware, Inc
VMW
|
+$490M |
| 5 |
Capital One
COF
|
+$489M |
Sector Composition
| 1 | Financials | 23.48% |
| 2 | Healthcare | 21.17% |
| 3 | Communication Services | 16.32% |
| 4 | Technology | 13.69% |
| 5 | Energy | 7.33% |