StockDriftsStockDriftsTop 50 Grandfield & Dodd LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 9.4% | 248.0K | $179.3M | -7.57%(-20.32K) | $52.44(+914.14%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 4.82% | 231.5K | $92.0M | -6.71%(-16.66K) | $38.23(+927.86%) | 2026-06-30 | |
| GE | GE AEROSPACE | 4.46% | 227.5K | $85.0M | -6.22%(-15.09K) | $67.58(+448.00%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.38% | 224.2K | $83.6M | -0.26%(-591) | $34.72(+1299.80%) | 2026-06-30 | |
| JCI | JOHNSON CONTROLS INTERNATION | 3.32% | 433.0K | $63.3M | -10.08%(-48.53K) | $37.48(+309.88%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 3.29% | 331.3K | $62.9M | -1.74%(-5.85K) | $78.04(+186.47%) | 2026-06-30 | |
| LIN | LINDE PLC | 2.9% | 106.4K | $55.2M | -1.47%(-1.59K) | $164.66(+190.82%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.63% | 100.1K | $50.1M | -1.02%(-1.03K) | $121.44(+312.83%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 2.56% | 143.5K | $48.9M | -2.87%(-4.23K) | $142.67(+142.33%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.29% | 122.3K | $43.7M | -1.88%(-2.35K) | $143.98(+139.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.94% | +47.91% | +7.64% | +44.51% |
| Top 20 Holdings Unweighted | +10.33% | +34.29% | +5.93% | +33.39% |
Grandfield & Dodd LLC reports $1.91B in US-listed equity holdings across 217 positions in its most recent 13F filing. Its largest disclosed positions are AMAT (9.4%), ADI (4.8%) and GE (4.5%). The top 20 holdings account for 57.86% of reported assets. Its disclosed equity book has returned +47.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Grandfield & Dodd LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1308016). View Grandfield & Dodd LLC’s 13F filings on SEC