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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 8 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JNJ Johnson & Johnson Healthcare 20,947.0 $4.3M 0.00% NEW $206.95 +12.0%
142 MSI Motorola Solutions, Inc. Technology 11,255.0 $4.3M 0.00% NEW $383.32 +4.4%
143 SHEL Shell PLC Energy 55,194.0 $4.1M 0.00% NEW $73.48 +18.0%
144 DHR Danaher Corp. Healthcare 16,450.0 $3.8M 0.00% NEW $228.92 -24.3%
145 SATS EchoStar Corp. Technology 32,443.0 $3.5M 0.00% NEW $108.70 +30.5%
146 GLW Corning, Inc. Technology 36,850.0 $3.2M 0.00% NEW $87.56 +119.2%
147 JOYY JOYY, Inc. Communication Services 49,606.0 $3.2M 0.00% NEW $64.76 -13.5%
148 Berkshire Hathaway, Inc. 4.0 $3.0M 0.00% NEW $754800.00
149 PNC The PNC Financial Services Group, Inc. Financial Services 14,000.0 $2.9M 0.00% NEW $208.73 +3.9%
150 SPGI S&P Global, Inc. Financial Services 5,400.0 $2.8M 0.00% NEW $522.59 -20.2%
151 MELI MercadoLibre, Inc. Consumer Cyclical 1,392.0 $2.8M 0.00% NEW $2014.26 -16.7%
152 PM Philip Morris International, Inc. Consumer Defensive 17,000.0 $2.7M 0.00% NEW $160.40 +17.6%
153 DELL Dell Technologies, Inc. Technology 19,180.0 $2.4M 0.00% NEW $125.88 +100.9%
154 ABBV AbbVie, Inc. Healthcare 10,393.0 $2.4M 0.00% NEW $228.49 -6.1%
155 PFE Pfizer, Inc. Healthcare 90,364.0 $2.3M 0.00% NEW $24.90 +4.2%
156 PH Parker-Hannifin Corp. Industrials 2,500.0 $2.2M 0.00% NEW $878.96 -2.2%
157 VIPS Vipshop Holdings, Ltd. Consumer Cyclical 124,197.0 $2.2M 0.00% NEW $17.69 -19.6%
158 ABT Abbott Laboratories Healthcare 17,324.0 $2.2M 0.00% NEW $125.29 -29.9%
159 BIDU Baidu, Inc. Communication Services 16,530.0 $2.2M 0.00% NEW $130.66 +0.4%
160 HPE Hewlett Packard Enterprise Co. Technology 86,454.0 $2.1M 0.00% NEW $24.02 +41.4%
Page 8 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%