account_balance
Investment manager · 13F filer · SEC CIK 1308016
Grandfield & Dodd, LLC
Reported value$1.87Bas of Sep 30, 2026
Positions216 6 new, 7 sold out
Top 10 weight38.5%AMAT alone is 7%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMATApplied Materials Inc
6.6%Trimmed −3%
MSFTMicrosoft Corp
6.2%
ADIAnalog Devices Inc
4.8%
GEGeneral Electric Co
3.7%Trimmed −2%
JCIJohnson Controls International PLC
3.3%Trimmed −4%
RTXRTX Corp
3.2%
CACICaci International Inc
2.8%
LINLinde PLC
2.7%
BRK-BBerkshire Hathaway Inc
2.7%
CBChubb Ltd
2.5%
GOOGLAlphabet Inc.
2.2%
ITWIllinois Tool Works Inc
2.2%
AMATApplied Materials Inc
6.6%Trimmed −3%
MSFTMicrosoft Corp
6.2%
ADIAnalog Devices Inc
4.8%
GEGeneral Electric Co
3.7%−2%
JCIJohnson Controls International PLC
3.3%−4%
RTXRTX Corp
3.2%
CACICaci International Inc
2.8%
LINLinde PLC
2.7%
BRK-BBerkshire Hathaway Inc
2.7%
CB2.5%GOOGLITW2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMAT Applied Materials Inc 6.6% Trimmed −3%MSFT Microsoft Corp 6.2% HeldADI Analog Devices Inc 4.8% HeldGE General Electric Co 3.7% Trimmed −2%JCI Johnson Controls International PLC 3.3% Trimmed −4%RTX RTX Corp 3.2% HeldCACI Caci International Inc 2.8% HeldLIN Linde PLC 2.7% HeldBRK-B Berkshire Hathaway Inc 2.7% HeldCB Chubb Ltd 2.5% HeldGOOGL Alphabet Inc. 2.2% HeldITW Illinois Tool Works Inc 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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