GRANDFIELD & DODD, LLC

CIK

1308016

City

NEW YORK

State / Country

Stock

SNY — Sanofi

Top Portfolio Positions

178 positions · $1,729,854,102 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,656,741	387,230	+1.5%	Shares	Sole	2026-05-07
2025-12-31	$18,480,947	381,365	-3.2%	Shares	Sole	2026-02-10
2025-09-30	$18,590,994	393,877	+2.3%	Shares	Sole	2025-10-30
2025-06-30	$18,608,432	385,188	-0.7%	Shares	Sole	2025-08-08
2025-03-31	$21,514,597	387,930	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$18,784,861	389,485	-0.0%	Shares	Sole	2025-02-06
2024-09-30	$22,451,495	389,580	+0.0%	Shares	Sole	2024-11-08
2024-06-30	$18,901,451	389,560	+0.8%	Shares	Sole	2024-08-09
2024-03-31	$18,783,462	386,491	+1.2%	Shares	Sole	2024-05-06
2023-12-31	$18,995,765	381,978	+1.5%	Shares	Sole	2024-01-31
2023-09-30	$20,188,915	376,378	+1.4%	Shares	Sole	2023-10-26
2023-06-30	$20,014,309	371,323	-0.5%	Shares	Sole	2023-08-08
2023-03-31	$20,311,666	373,239	+1.5%	Shares	Sole	2023-04-28
2022-12-31	$17,814,684	367,844	+8.2%	Shares	Sole	2023-01-20
2022-09-30	$12,923,986	339,926	+0.4%	Shares	Sole	2022-11-04
2022-06-30	$16,940,158	338,600	+0.2%	Shares	Sole	2022-08-01
2022-03-31	$17,357,540	338,090	+0.9%	Shares	Sole	2022-04-19
2021-12-31	$16,782,999	334,990	+2.1%	Shares	Sole	2022-02-08
2021-09-30	$15,813,554	328,014	+1.5%	Shares	Sole	2021-10-28
2021-06-30	$17,011,128	323,037	+2.3%	Shares	Sole	2021-07-28
2021-03-31	$15,622,534	315,862	+0.9%	Shares	Sole	2021-04-22
2020-12-31	$15,205,948	312,944	+2.9%	Shares	Sole	2021-01-29
2020-09-30	$15,254,640	304,059	+0.5%	Shares	Sole	2020-11-03
2020-06-30	$15,442,573	302,499	+0.4%	Shares	Sole	2020-07-24
2020-03-31	$13,166,890	301,164	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.