Institutions / Grandfield & Dodd, LLC
Grandfield & Dodd, LLC
CIK 1308016 · Institution · as of Jun 30, 2026
Portfolio value
$1.91B
Positions
217
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.91B+7.7%Positions
217+3.8%Top holdings
Jun 30, 2026View all 217 →
| Company | Value | % of portfolio |
|---|---|---|
| Applied Materials Inc /De | $179.32M | 9.4% |
| Analog Devices Inc | $91.95M | 4.8% |
| General Electric Co | $85.02M | 4.5% |
| Microsoft Corp | $83.64M | 4.4% |
| Johnson Controls International plc | $63.27M | 3.3% |
| RTX Corp | $62.86M | 3.3% |
| Linde PLC | $55.23M | 2.9% |
| Warren E. Buffett | $50.09M | 2.6% |
| Chubb Ltd | $48.90M | 2.6% |
| Alphabet Inc. | $43.72M | 2.3% |
| Illinois Tool Works Inc | $43.59M | 2.3% |
| Paychex Inc | $41.01M | 2.1% |
| Caci International Inc /De | $40.24M | 2.1% |
| Hexcel Corp /De | $32.71M | 1.7% |
| Synopsys Inc | $32.11M | 1.7% |
| Air Products & Chemicals, Inc. | $32.09M | 1.7% |
| Albemarle Corp | $31.34M | 1.6% |
| Stryker Corp | $30.64M | 1.6% |
| Autodesk, Inc. | $28.64M | 1.5% |
| Apple Inc. | $27.64M | 1.4% |
| Johnson & Johnson | $27.12M | 1.4% |
| Verisk Analytics, Inc. | $26.95M | 1.4% |
| Teledyne Technologies Inc | $26.25M | 1.4% |
| Hormel Foods Corp /De | $24.97M | 1.3% |
| Novartis AG | $24.05M | 1.3% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | The Boeing Company Common stock | $15.07M | +70K +4132.17% | 71,312 0.81% of portfolio | medium |
| Q2 2026 as of | Trim | Applied Materials Inc /De Common stock | $-14.69M | -20K -7.57% | 248,027 9.40% of portfolio | medium |
| Q1 2026 as of | Exit | Exact Sciences Corp. Common stock | $-10.91M | -107K -100.00% | 0 | medium |
| Q2 2026 as of | Add | Smith a O Corp Common stock | $7.54M | +120K +133.43% | 210,330 0.69% of portfolio | medium |
| Q2 2026 as of | Trim | Johnson Controls International plc Common stock | $-7.09M | -49K -10.08% | 433,039 3.32% of portfolio | medium |
| Q2 2026 as of | Trim | 25243Q205 Common stock | $-6.95M | -87K -38.25% | 139,706 0.59% of portfolio | medium |
| Q2 2026 as of | Trim | Analog Devices Inc Common stock | $-6.62M | -17K -6.71% | 231,514 4.82% of portfolio | medium |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-5.64M | -15K -6.22% | 227,496 4.46% of portfolio | medium |
| Q2 2026 as of | Trim | Corning Inc /Ny Common stock | $-4.81M | -19K -28.56% | 47,126 0.63% of portfolio | low |
| Q1 2026 as of | Trim | Johnson Controls International plc Common stock | $-4.26M | -33K -6.33% | 481,569 3.31% of portfolio | low |