Holdings
Grandfield & Dodd, LLC
As of Jun 30, 2026, Grandfield & Dodd, LLC reported 168 positions worth US$1.7B. Largest: Applied Materials, Inc., Analog Devices, Inc. and Ge Aerospace. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 248K | US$179M | −20,318 | Jun 30, 2026 |
| Analog Devices, Inc. | 232K | US$92M | −16,663 | Jun 30, 2026 |
| Ge Aerospace | 227K | US$85M | −15,091 | Jun 30, 2026 |
| Microsoft Corp. | 224K | US$83.6M | −591 | Jun 30, 2026 |
| Rtx Corporation | 331K | US$62.9M | −5,851 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 126K | US$62.8M | +1,933 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 149K | US$53.4M | −2,792 | Jun 30, 2026 |
| Illinois Tool Works Inc. | 161K | US$43.6M | −2,077 | Jun 30, 2026 |
| Paychex, Inc. | 417K | US$41M | +30,914 | Jun 30, 2026 |
| Caci International, Inc. | 86,865 | US$40.2M | −1,633 | Jun 30, 2026 |