GRANDFIELD & DODD, LLC: 13F holdings
CIK 13080162026Q2
| Positions | 217 |
|---|---|
| Reported value | $1.9bn |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMAT APPLIED MATLS INC | 248,027 | $179.3m | 9.4% |
| ADI ANALOG DEVICES INC | 231,514 | $92.0m | 4.8% |
| GE GE AEROSPACE | 227,496 | $85.0m | 4.5% |
| MSFT MICROSOFT CORP | 224,218 | $83.6m | 4.4% |
| JOHNSON CONTROLS INTERNATION | 433,039 | $63.3m | 3.3% |
| RTX RTX CORPORATION | 331,291 | $62.9m | 3.3% |
| LINDE PLC | 106,435 | $55.2m | 2.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 100,110 | $50.1m | 2.6% |
| CHUBB LIMITED | 143,520 | $48.9m | 2.6% |
| GOOGL ALPHABET INC | 122,334 | $43.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1308016")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.