Roper Technologies INC

• Dodge & Cox Stock Fund To Our Shareholders ↗ Dodge & Cox Stock Fund added Roper Technologies, Visa, Arthur J. Gallagher and Thermo Fisher Scientific while increasing Microsoft, arguing that AI fears, cyclical pressures and regulatory concerns had created valuation opportunities. The fund retained confidence in FIS, Fiserv and Charter Communications despite operational and competitive concerns, maintaining a contrarian tilt toward Financials and Health Care. six-month period ended June 30, 2026 AJG $66BCHTR $12BFIS $19B +5
• Dodge & Cox Stock Fund Stock Fund Investment Commentary ↗ Stock Fund initiated positions in Roper Technologies, Boston Scientific, and Danaher, arguing that AI fears and a bioprocessing recovery created attractive entry points. It added to Microsoft and Amazon as AI beneficiaries, shifted Health Care exposure toward life-sciences tools and equipment, and maintained valuation discipline amid concentrated market leadership. Third Quarter 2026 —
• CE Choice Equities 2025 Q2 Investor Letter ↗ Choice Equities Fund added opportunistically to Magnite amid volatility and argues that streaming advertising, customer wins and potential ad-tech remedies can support its outlook. It also backs Genius Sports on renewed sports-data rights and Modine on data-center cooling demand, portfolio reshaping and operational improvements. second quarter 2025 GENI $1.8BMGNI $3.4BMOD $7.9B

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