Institutional investor · Portfolio as of Q4 2024
Quarterly Portfolio Change
DODGE & COX manages $171.8B across 214 positions as of Q4 2024. Top holdings: SCHW (3.8%), FISV (3.8%), JCI (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 12 new positions, 3 exits, 45 increased. Top move: FDX (INCREASED, conviction 58). Portfolio: $171.8B across 214 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