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Portfolio (Quarterly) Guide ↗

Dodge & Cox

· CIK 0000200217
13F Portfolio $185.3B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 222 New
Page 12 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VZ Verizon Communications, Inc. Communication Services 5,500.0 $224K NEW $40.73 +17.4%
222 CIG Cia Energetica de Minas Gerais Utilities 15,000.0 $30K NEW $2.00 +11.5%
Page 12 of 12  ·  222 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 23.9%
Financial Services 18.9%
Industrials 13.6%
Technology 11.2%
Communication Services 11.2%
Consumer Cyclical 6.6%
Energy 4.3%
Basic Materials 4.2%
Real Estate 2.6%
Consumer Defensive 2.2%