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Dodge & Cox Balanced Fund (DODBX) is an MF managed by Independent / Boutique. Its largest position is SCHWAB CHARLES CORP (SCHW), representing 2.15% of fund assets.

Dodge & Cox Balanced Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
DODBX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
Jun 1, 2026
Showing 50 out of 349 holdings
Holding Weight Market Value Shares
-
SCHWAB CHARLES CORP
2.15% $313,996,578.00 3,341,100
-
OCCIDENTAL PETROLEUM CORP /DE/
1.73% $253,351,475.00 3,897,715
-
CVS HEALTH Corp
1.72% $252,016,380.00 3,509,000
-
GSK plc
1.60% $233,751,450.05 4,235,395
-
DODGE & COX EMERGING MARKETS STOCK FUND
1.56% $228,179,396.66 18,371,932
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
1.56% $227,987,904.66 4,044,100
-
RTX Corp
1.49% $218,497,830.00 1,132,700
-
Alphabet Inc.
1.32% $192,368,316.00 670,600
-
MICROSOFT CORP
1.20% $175,571,631.00 474,300
-
CHARTER COMMUNICATIONS, INC. /MO/
1.18% $172,541,874.12 799,249
-
FISERV INC
1.18% $172,226,700.00 3,086,500
-
REGENERON PHARMACEUTICALS, INC.
1.17% $170,985,232.00 221,300
-
Cigna Group
1.15% $167,563,013.75 628,165
-
GILEAD SCIENCES, INC.
1.14% $166,265,622.60 1,192,980
-
DOMINION ENERGY, INC
1.05% $153,733,976.00 2,486,800
-
Johnson Controls International plc
1.04% $151,602,648.30 1,157,714
-
FEDEX CORP
1.00% $147,007,239.94 412,733
-
COMCAST CORP
0.98% $143,054,695.08 4,982,748
-
Air Products & Chemicals, Inc.
0.97% $142,139,371.41 489,309
-
SUN COMMUNITIES INC
0.95% $139,677,044.00 1,108,900
-
GLENCORE PLC
0.94% $137,963,212.71 18,105,400
-
Anheuser-Busch InBev SA/NV
0.94% $136,873,947.00 1,973,100
-
BNP PARIBAS SA
0.93% $136,507,156.00 2,868,400
-
Fidelity National Information Services, Inc.
0.91% $132,971,086.00 2,834,600
-
Sunbelt Rentals Holdings, Inc.
0.89% $130,551,013.00 2,005,700
-
Fortive Corp
0.88% $128,262,203.84 2,320,228
-
SBA COMMUNICATIONS CORP
0.86% $125,777,988.00 730,800
-
BANK OF AMERICA CORP /DE/
0.85% $125,000,000.00 125,000,000
-
Elanco Animal Health Inc
0.84% $122,253,584.00 5,108,800
-
IMPERIAL BRANDS PLC
0.83% $121,367,552.00 2,969,600
-
AIA GROUP LIMITED
0.82% $120,271,077.00 2,700,900
-
AMERICAN ELECTRIC POWER CO INC
0.81% $119,217,260.00 909,500
-
Haleon plc
0.80% $116,974,988.13 11,685,813
-
GE HealthCare Technologies Inc.
0.79% $115,881,040.00 1,628,000
-
Aon plc
0.79% $115,458,406.00 357,700
-
Alphabet Inc.
0.79% $114,880,220.00 399,500
-
WELLS FARGO & COMPANY/MN
0.78% $113,654,579.62 1,427,642
-
Baker Hughes Co
0.76% $110,756,910.00 1,814,200
-
UNITEDHEALTH GROUP INC
0.76% $110,663,733.48 408,972
-
AMAZON COM INC
0.76% $110,591,370.00 531,000
-
HUMANA INC
0.73% $106,357,426.00 613,400
-
Banco Santander, S.A.
0.73% $106,168,258.25 9,382,700
-
INCYTE CORP
0.72% $106,035,592.00 1,126,600
-
METLIFE INC
0.72% $105,209,436.80 1,487,690
-
Booking Holdings Inc.
0.70% $102,731,808.00 24,400
-
NORFOLK SOUTHERN CORP
0.69% $101,397,100.00 353,300
-
STATE STREET GLOBAL ADVISORS
0.67% $97,629,529.04 97,629,529
-
BROOKFIELD Corp /ON/
0.64% $94,007,763.00 2,322,900
-
Meta Platforms, Inc.
0.63% $92,513,421.00 161,700
-
Bank of New York Mellon Corp
0.60% $88,355,624.00 744,800
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