Institutional investor · Portfolio as of Q2 2025
Quarterly Portfolio Change
DODGE & COX manages $178B across 219 positions as of Q2 2025. Top holdings: SCHW (4.3%), JCI (4.0%), RTX (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 9 new positions, 4 exits, 60 increased. No standout high-conviction moves this quarter. Portfolio: $178.0B across 219 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