Institutional investor · Portfolio as of Q3 2023
Quarterly Portfolio Change
DODGE & COX manages $148.4B across 192 positions as of Q3 2023. Top holdings: OXY (4.0%), WFC (3.3%), GOOG (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 4 new positions, exited 3, increased 24, trimmed 116. Top move: CI (INCREASED, conviction 61). Portfolio: $148.4B across 192 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile