GRANDFIELD & DODD, LLC 13F Holdings

CIK 0001308016 · NEW YORK, NY

As of Sep 30, 2025, GRANDFIELD & DODD, LLC reported 211 positions worth .8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology230,596 19.4M6.78%
GE AEROSPACEGEIndustrials264,905$79.7M4.53%
ANALOG DEVICES INCADITechnology258,539$63.5M3.61%
JOHNSON CONTROLS INTERNATIONAL PLCJCIBasic Materials555,407$61.1M3.47%
RTX CORPRTXEquity354,519$59.3M3.37%
APPLIED MATERIALS INCAMATTechnology269,511$55.2M3.13%
LINDE PLCLINBasic Materials109,493$52.0M2.95%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services101,470$51.0M2.90%
PAYCHEX INCPAYXIndustrials375,668$47.6M2.70%
AUTODESK INCADSKTechnology144,530$45.9M2.61%
CACI INTERNATIONAL INCCACITechnology90,308$45.0M2.56%
CHUBB LTDCBFinancial Services154,738$43.7M2.48%
ILLINOIS TOOL WORKS INCITWIndustrials165,502$43.2M2.45%
STRYKER CORPSYKHealthcare97,912$36.2M2.06%
VERISK ANALYTICS INCVRSKIndustrials141,775$35.7M2.03%
SYNOPSYS INCSNPSTechnology65,834$32.5M1.84%
TRIMBLE INCTRMBTechnology395,541$32.3M1.83%
ALPHABET INCGOOGLEquity131,127$31.9M1.81%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials113,118$30.8M1.75%
WALT DISNEY CODISCommunication Services231,356$26.5M1.50%
PAYPAL HOLDINGS INCPYPLFinancial Services392,734$26.3M1.50%
GE HEALTHCARE TECHNOLOGIES INCGEHCHealthcare334,291$25.1M1.43%
DIAGEO PLCDEOConsumer Defensive259,204$24.7M1.40%
HORMEL FOODS CORPHRLConsumer Defensive990,285$24.5M1.39%
APPLE INCAAPLTechnology95,932$24.4M1.39%