Institutional investor · Portfolio as of Q3 2024
Quarterly Portfolio Change
DODGE & COX manages $176.8B across 205 positions as of Q3 2024. Top holdings: JCI (3.7%), FISV (3.3%), SCHW (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 5 new positions, exited 2, increased 29, trimmed 110. Top move: SCHW (INCREASED, conviction 61). Portfolio: $176.8B across 205 positions.
Top holdings by portfolio weight
Funds with similar investing DNA
Best and worst performing positions by estimated return
Upgrade to Pro to see the worst-performing positions.
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