DO
Rating #96
Van Duyn Dodge & E. Morris Cox
Dodgex
Portfolio value
Stocks
Performance
1 Year
+5.96%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Van Duyn Dodge & E. Morris Cox’s Portfolio: Q1 2026
Top10 stocks: 27.07% of the portfolio
Van Duyn Dodge & E. Morris Cox’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
0.49ppt
0.75ppt
0.29ppt
0.44ppt
0.37ppt
0.16ppt
0.12ppt
0.02ppt
-0.06ppt
0.04ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  MSFT | Add +60.71% | $418.44 | $1.89B | 0.49ppt | |
2  AJG | Add +735.23% | $230.97 | $1.50B | 0.75ppt | |
3  BN | Add +43.38% | $44.36 | $794.33M | 0.29ppt | |
4  CARR | Add +98.36% | $59.20 | $781.50M | 0.44ppt | |
Add +1145.29% | $2006.82 | $725.51M | 0.37ppt | ||
6  TRU | Add +64.49% | $76.54 | $485.84M | 0.16ppt | |
7  CPNG | Add +46.26% | $19.58 | $445.93M | 0.12ppt | |
8  HPQ | Add +20.55% | $19.44 | $137.82M | 0.02ppt | |
9  WTW | Add +5.88% | $306.82 | $124.84M | -0.06ppt | |
10  CI | Add +3.75% | $276.68 | $115.42M | 0.04ppt |
Van Duyn Dodge & E. Morris Cox’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  JCI | Air Conditioning Equip | $46.00 | Cut -4.76% | 57.51M | $7.53B | 4.14% 0.24ppt | 9.12% | 39 Quarters | Q1 2026 | |
2  SCHW | Security Brokers & Dealers | $32.86 | Cut -1.97% | 75.00M | $7.05B | 3.87% -0.25ppt | 4.23% | 65 Quarters | Q1 2026 | |
3  RTX | Aircraft Engines | $69.43 | Cut -5.59% | 35.47M | $6.84B | 3.76% 0.04ppt | 2.64% | 24 Quarters | Q1 2026 | |
4  OXY | Crude Oil & Gas | $42.47 | Cut -6.78% | 74.09M | $4.82B | 2.65% 0.88ppt | 7.59% | 109 Quarters | Q1 2026 | |
5 MSFT | Prepackaged Software | $186.21 | Add +60.71% | 11.96M | $4.43B | 2.43% 0.49ppt | 0.16% | 61 Quarters | Q1 2026 | |
6  BKNG | Transportation Services | $227.51 | Add +36.26% | 997.50K | $4.20B | 2.31% 0.19ppt | 3.07% | 33 Quarters | Q1 2026 | |
7  CVS | Retail-Drug Stores | $66.28 | Cut -17.17% | 51.78M | $3.72B | 2.04% -0.63ppt | 4.09% | 31 Quarters | Q1 2026 | |
8  MET | Life Insurance | $39.46 | Cut -2.18% | 51.11M | $3.61B | 1.99% -0.24ppt | 7.69% | 54 Quarters | Q1 2026 | |
9  FDX | Air Courier Services | $178.08 | Cut -35.93% | 9.98M | $3.56B | 1.95% -0.48ppt | 4.11% | 106 Quarters | Q1 2026 | |
10  GOOG | Computer Programming & Data | $43.19 | Cut -5.03% | 12.23M | $3.51B | 1.93% -0.25ppt | 0.10% | 42 Quarters | Q1 2026 | |
11 S SUNB | Other Equipment Rental | $65.09 | New Buy +100.00% | 53.10M | $3.46B | 1.90% 1.90ppt | 12.72% | 1 Quarter | Q1 2026 | |
12  REGN | Pharmaceutical Pres | $620.75 | Cut -3.01% | 4.46M | $3.44B | 1.89% -0.02ppt | 4.26% | 18 Quarters | Q1 2026 | |
13  GILD | Biological products | $70.28 | Cut -7.73% | 24.25M | $3.38B | 1.86% 0.12ppt | 1.95% | 47 Quarters | Q1 2026 | |
14  CMCSA | Cable & Pay TV Services | $27.99 | Add +0.12% | 113.11M | $3.25B | 1.78% -0.04ppt | 3.11% | 94 Quarters | Q1 2026 | |
15  GSK | Pharmaceutical Pres | $31.48 | Cut -14.38% | 58.66M | $3.24B | 1.78% -0.03ppt | 2.92% | 15 Quarters | Q1 2026 | |
16  CHTR | Cable & Pay TV Services | $304.55 | Add +0.12% | 14.63M | $3.16B | 1.74% 0.09ppt | 10.82% | 40 Quarters | Q1 2026 | |
17  AMZN | Retail-Catalog & Mail-Order | $102.66 | Cut -0.79% | 15.11M | $3.15B | 1.73% -0.17ppt | 0.14% | 47 Quarters | Q1 2026 | |
18 CI | Medical Service Plans | $219.09 | Add +3.75% | 11.56M | $3.08B | 1.69% 0.04ppt | 4.35% | 30 Quarters | Q1 2026 | |
19  TEL | Wholesale-Electronic Parts | $152.01 | Cut -1.24% | 14.69M | $3.07B | 1.69% -0.14ppt | 5.00% | 7 Quarters | Q1 2026 | |
20  GOOGL | Computer Programming & Data | $91.79 | Cut -1.93% | 10.62M | $3.06B | 1.68% -0.15ppt | 0.09% | 42 Quarters | Q1 2026 |
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