GRANDFIELD & DODD, LLC — 13F Holdings & Portfolio

CIK 1308016 · latest 13F-HR filed 2026-08-07

GRANDFIELD & DODD, LLC manages $1.91B in 13F-reported U.S. long-equity assets across 217 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMAT (9.40%), ADI (4.82%), GE (4.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 6, added to 104, and trimmed 50.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
28 LIBERTY STREET, SUITE 5901
NEW YORK, NY 10005
Phone
(212) 477-9626
Filing Manager
GRANDFIELD & DODD, LLC
NEW YORK, NY
Signatory
Tae-Gene K. Cho
Principal & Chief Compliance Officer
Loading holdings…
AUM

$1.91B

Long-equity book

Holdings

217

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+14 / −6 / ↑104 / ↓50

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLIED MATLS INC$87.6M +95.5%
  • GE AEROSPACE$16.2M +23.5%
  • BOEING CO$15.1M +4500.7%
  • ANALOG DEVICES INC$13.0M +16.5%
  • ALPHABET INC$7.9M +21.9%
Show all 104 →

Top Trims

  • ALBEMARLE CORP-$11.4M -26.7%
  • CACI INTL INC-$7.9M -16.4%
  • AUTODESK INC-$6.3M -18.1%
  • DIAGEO PLC-$5.6M -33.3%
  • TRIMBLE INC-$5.4M -21.2%
Show all 50 →

New Positions

  • HONEYWELL INTL INC$759.1K
  • HONEYWELL AEROSPACE INC$749.6K
  • ADVANCED MICRO DEVICES INC$478.7K
  • VANGUARD STAR FDS$337.9K
  • CARPENTER TECHNOLOGY CORP$264.0K
Show all 14 →

Exited Positions

  • COTERRA ENERGY INC$1.8M
  • HONEYWELL INTL INC$1.6M
  • AT&T INC$262.8K
  • PHILLIPS 66$209.0K
  • LOCKHEED MARTIN CORP$204.3K
Show all 6 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLIED MATLS INC AMAT 038222105 $179.3M 9.40% 248,027 SH
2 ANALOG DEVICES INC ADI 032654105 $92.0M 4.82% 231,514 SH
3 GE AEROSPACE GE 369604301 $85.0M 4.46% 227,496 SH
4 MICROSOFT CORP MSFT 594918104 $83.6M 4.38% 224,218 SH
5 JOHNSON CONTROLS INTERNATION JCI G51502105 $63.3M 3.32% 433,039 SH
6 RTX CORPORATION RTX 75513E101 $62.9M 3.29% 331,291 SH
7 LINDE PLC LIN G54950103 $55.2M 2.90% 106,435 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $50.1M 2.63% 100,110 SH
9 CHUBB LIMITED CB H1467J104 $48.9M 2.56% 143,520 SH
10 ALPHABET INC GOOGL 02079K305 $43.7M 2.29% 122,334 SH
11 ILLINOIS TOOL WKS INC ITW 452308109 $43.6M 2.28% 161,171 SH
12 PAYCHEX INC PAYX 704326107 $41.0M 2.15% 417,092 SH
13 CACI INTL INC CACI 127190304 $40.2M 2.11% 86,865 SH
14 HEXCEL CORP NEW HXL 428291108 $32.7M 1.71% 326,916 SH
15 SYNOPSYS INC SNPS 871607107 $32.1M 1.68% 71,975 SH
16 AIR PRODUCTS AND CHEMICALS I APD 009158106 $32.1M 1.68% 109,460 SH
17 ALBEMARLE CORP ALB 012653101 $31.3M 1.64% 232,072 SH
18 STRYKER CORPORATION SYK 863667101 $30.6M 1.61% 97,311 SH
19 AUTODESK INC ADSK 052769106 $28.6M 1.50% 147,312 SH
20 APPLE INC AAPL 037833100 $27.6M 1.45% 95,536 SH
21 JOHNSON & JOHNSON JNJ 478160104 $27.1M 1.42% 106,768 SH
22 VERISK ANALYTICS INC VRSK 92345Y106 $27.0M 1.41% 150,140 SH
23 TELEDYNE TECHNOLOGIES INC TDY 879360105 $26.2M 1.38% 39,360 SH
24 HORMEL FOODS CORP HRL 440452100 $25.0M 1.31% 1,005,902 SH
25 NOVARTIS AG NVS 66987V109 $24.0M 1.26% 153,436 SH
26 REGENERON PHARMACEUTICALS REGN 75886F107 $22.8M 1.20% 36,628 SH
27 MERCK & CO INC MRK 58933Y105 $22.0M 1.16% 171,554 SH
28 GE HEALTHCARE TECHNOLOGIES I GEHC 36266G107 $21.6M 1.13% 337,244 SH
29 DISNEY WALT CO DIS 254687106 $21.5M 1.13% 223,405 SH
30 ROCKWELL AUTOMATION INC ROK 773903109 $21.3M 1.12% 43,036 SH
31 UNILEVER PLC UL 904767803 $20.0M 1.05% 333,475 SH
32 TRIMBLE INC TRMB 896239100 $20.0M 1.05% 390,967 SH
33 GILEAD SCIENCES INC GILD 375558103 $19.5M 1.02% 154,287 SH
34 CHEVRON CORPORATION CVX 166764100 $19.3M 1.01% 116,669 SH
35 PPG INDS INC PPG 693506107 $19.2M 1.01% 158,084 SH
36 SHELL PLC SHEL 780259305 $19.0M 1.00% 245,474 SH
37 PROCTER & GAMBLE CO PG 742718109 $17.6M 0.92% 120,046 SH
38 METTLER TOLEDO INTERNATIONAL MTD 592688105 $17.5M 0.92% 13,736 SH
39 PAYPAL HLDGS INC PYPL 70450Y103 $16.5M 0.87% 383,047 SH
40 SANOFI SA SNY 80105N105 $16.4M 0.86% 384,643 SH
41 AUTOZONE INC AZO 053332102 $16.0M 0.84% 4,993 SH
42 BOEING CO BA 097023105 $15.4M 0.81% 71,312 SH
43 WEYERHAEUSER CO WY 962166104 $14.8M 0.78% 620,196 SH
44 DEVON ENERGY CORP NEW DVN 25179M103 $14.6M 0.77% 354,110 SH
45 EXXON MOBIL CORP XOM 30231G102 $14.1M 0.74% 102,931 SH
46 SMITH A O CORP AOS 831865209 $13.2M 0.69% 210,330 SH
47 LAMB WESTON HLDGS INC LW 513272104 $12.7M 0.67% 294,958 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $12.7M 0.67% 17 SH
49 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $12.3M 0.65% 24,838 SH
50 CORNING INC GLW 219350105 $12.0M 0.63% 47,126 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $1.91B 217 0001308016-26-000004
2026-03-31 2026-05-07 $1.77B 209 0001308016-26-000002
2025-12-31 2026-02-10 $1.77B 207 0001308016-26-000001