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Portfolio (Quarterly) Guide ↗

Dodge & Cox

· CIK 0000200217
13F Portfolio $182.0B AUM 222 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 40 Added 96 Reduced 7 Exited
Page 12 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HAL Halliburton Co. Energy 5,500.0 $214K NEW $38.99 +8.2%
222 CIG Cia Energetica de Minas Gerais Utilities 15,000.0 $36K $2.39 -6.5%
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 21.4%
Financial Services 20.4%
Industrials 13.3%
Technology 10.6%
Communication Services 10.6%
Consumer Cyclical 6.5%
Energy 5.9%
Basic Materials 5.2%
Real Estate 2.5%
Consumer Defensive 2.2%