GRANDFIELD & DODD, LLC
Top Portfolio Positions
178 positions ·
$1,729,854,102 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMAT |
Applied Materials Inc /De
Technology
|
268,345 | $91,717,637 | 5.30% | |
| MSFT |
Microsoft Corp
Technology
|
224,809 | $83,217,547 | 4.81% | |
| ADI |
Analog Devices Inc
Technology
|
248,177 | $78,955,030 | 4.56% | |
| GE |
General Electric Co
Industrials
|
242,587 | $68,838,912 | 3.98% | |
| RTX |
RTX Corp
Industrials
|
337,142 | $65,034,691 | 3.76% | |
| JCI |
Johnson Controls International plc
Industrials
|
481,569 | $63,061,460 | 3.65% | |
| LIN |
Linde PLC
Basic Materials
|
108,026 | $53,554,969 | 3.10% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
101,139 | $48,465,808 | 2.80% | |
| CB |
Chubb Ltd
Financial Services
|
147,754 | $48,157,461 | 2.78% | |
| CACI |
Caci International Inc /De/
Technology
|
88,498 | $48,131,407 | 2.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PDSB
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,050 | 10,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,700 | 10,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,100 | 10,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $13,300 | 10,000 | Shares | Sole | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||