Grandfield & Dodd
$1.8B Assets Reported
218 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 268,345 | $92M | 5.2% |
| MSFT | MICROSOFT CORP | 224,809 | $83M | 4.7% |
| ADI | ANALOG DEVICES INC | 248,177 | $79M | 4.5% |
| GE | GE AEROSPACE | 242,587 | $69M | 3.9% |
| RTX | RTX CORPORATION | 337,142 | $65M | 3.7% |
| JCI | JOHNSON CONTROLS INTERNATION | 481,569 | $63M | 3.6% |
| LIN | LINDE PLC | 108,026 | $54M | 3.0% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 101,139 | $48M | 2.7% |
| CB | CHUBB LTD SWITZ | 147,754 | $48M | 2.7% |
| CACI | CACI INTL INC | 88,498 | $48M | 2.7% |
Track Grandfield & Dodd's 13F portfolio: $1.8B in reported holdings, 218 positions. Top holdings, AUM, and quarterly changes on SentiSense.