StockDrifts LogoStockDrifts

Grandfield & Dodd, Llc

Portfolio Manager
Grandfield & Dodd, Llc
Performance
-0.34% (2026 Q1)
AUM (13F)
$1.77B
# of Holdings
209
Performance Rank
Allocation (Top 20)
55.73%

Grandfield & Dodd, Llc Holdings Map

Top 50 Grandfield & Dodd, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMAT
APPLIED MATLS INC
5.18%268.3K$91.7M
-0.58%(-1.56K)
2025-Q1: 222.2K shares2025-Q2: 252.1K shares2025-Q3: 269.5K shares2025-Q4: 269.9K shares2026-Q1: 268.3K shares
$52.44(+1049.98%)
2026-03-31
MSFT
MICROSOFT CORP
4.7%224.8K$83.2M
+1.72%(+3.81K)
2025-Q1: 237.0K shares2025-Q2: 232.7K shares2025-Q3: 230.6K shares2025-Q4: 221.0K shares2026-Q1: 224.8K shares
$34.72(+1024.55%)
2026-03-31
ADI
ANALOG DEVICES INC
4.46%248.2K$79.0M
-0.58%(-1.46K)
2025-Q1: 260.0K shares2025-Q2: 258.9K shares2025-Q3: 258.5K shares2025-Q4: 249.6K shares2026-Q1: 248.2K shares
$38.23(+886.50%)
2026-03-31
GE
GE AEROSPACE
3.89%242.6K$68.8M
-2.28%(-5.65K)
2025-Q1: 272.6K shares2025-Q2: 269.9K shares2025-Q3: 264.9K shares2025-Q4: 248.2K shares2026-Q1: 242.6K shares
$67.58(+458.63%)
2026-03-31
RTX
RTX CORPORATION
3.67%337.1K$65.0M
-0.83%(-2.82K)
2025-Q1: 362.5K shares2025-Q2: 358.0K shares2025-Q3: 354.5K shares2025-Q4: 340.0K shares2026-Q1: 337.1K shares
$78.04(+155.31%)
2026-03-31
JCI
JOHNSON CONTROLS INTERNATION
3.56%481.6K$63.1M
-6.33%(-32.53K)
2025-Q1: 591.9K shares2025-Q2: 582.0K shares2025-Q3: 555.4K shares2025-Q4: 514.1K shares2026-Q1: 481.6K shares
$37.48(+275.52%)
2026-03-31
LIN
LINDE PLC
3.02%108.0K$53.6M
+0.68%(+727)
2025-Q1: 110.4K shares2025-Q2: 109.1K shares2025-Q3: 109.5K shares2025-Q4: 107.3K shares2026-Q1: 108.0K shares
$164.66(+231.98%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.74%101.1K$48.5M
+1.04%(+1.04K)
2025-Q1: 102.0K shares2025-Q2: 103.3K shares2025-Q3: 101.5K shares2025-Q4: 100.1K shares2026-Q1: 101.1K shares
$121.44(+318.14%)
2026-03-31
CB
CHUBB LTD SWITZ
2.72%147.8K$48.2M
-1.65%(-2.47K)
2025-Q1: 156.8K shares2025-Q2: 155.1K shares2025-Q3: 154.7K shares2025-Q4: 150.2K shares2026-Q1: 147.8K shares
$142.67(+153.15%)
2026-03-31
CACI
CACI INTL INC
2.72%88.5K$48.1M
+1.56%(+1.36K)
2025-Q1: 87.9K shares2025-Q2: 89.4K shares2025-Q3: 90.3K shares2025-Q4: 87.1K shares2026-Q1: 88.5K shares
$97.46(+415.93%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Grandfield & Dodd, Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all