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Dodge & Cox Balanced Fund (DODBX)

SEC CIK 29440 · Series S000011204 · Portfolio as of 2026-03-31

Net assets
$14.63B
Holdings
524
Snapshots
27
History since
2019-09-30

Top holdings

SecurityValueWeight
The Charles Schwab Corp. · SCHW$314.0M2.15%
Occidental Petroleum Corp. · OXY$253.4M1.74%
CVS Health Corp. · CVS$252.0M1.73%
GSK PLC · GSK$233.8M1.60%
Dodge & Cox Emerging Markets Stock Fund · DODEX$228.2M1.57%
Taiwan Semiconductor Manufacturing Co., Ltd. · TSMWF$228.0M1.56%
RTX Corp. · RTX$218.5M1.50%
Alphabet, Inc. · GOOG$192.4M1.32%
Microsoft Corp. · MSFT$175.6M1.21%
U.S. Treasury Inflation Indexed · TII 1.625 10/15/29$175.3M1.20%

Sector exposure

other
26.4%
fixed income
15.9%
financials
14.6%
healthcare
13.9%
technology
12.4%
industrials
5.1%
consumer discretionary
2.7%
communication services
2.6%

Recent monthly returns

2025-10
-0.62%
2025-11
+1.45%
2025-12
+1.03%
2026-01
+1.70%
2026-02
+2.18%
2026-03
-4.14%

From N-PORT Part B, units verified by net-asset reconciliation.

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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.