Dodge & Cox
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$182B
Holdings
222
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JCI
Johnson Controls International PLC
Held since at least Q1 2024
4.1%
02
$SCHW
The Charles Schwab Corp.
Held since at least Q1 2024
3.9%
03
$RTX
RTX Corp.
Held since at least Q1 2024
3.8%
04
$OXY
Occidental Petroleum Corp.
Held since at least Q1 2024
2.6%
05
$MSFT
Microsoft Corp.
Q1 2026: New position (2.6k shares)
2.4%
06
$BKNG
Booking Holdings, Inc.
Held since at least Q1 2024
2.3%
07
$CVS
CVS Health Corp.
Held since at least Q1 2024
2.0%
08
$MET
MetLife, Inc.
Held since at least Q1 2024
2.0%
09
$FDX
FedEx Corp.
Held since at least Q1 2024
2.0%
10
$GOOG
Alphabet, Inc.
Q1 2026: New position (1.5k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.