Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GRANDFIELD & DODD, LLC (CIK 1308016) reported $1.77B across 207 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMAT ($91.7M, 5.18%), MSFT ($83.2M, 4.70%), ADI ($79.0M, 4.46%), GE ($68.8M, 3.89%), RTX ($65.0M, 3.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $91.7M | 5.18% | 268,345 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $83.2M | 4.70% | 224,809 | Added |
| 3 | ADI | ANALOG DEVICES INC | $79.0M | 4.46% | 248,177 | Trimmed |
| 4 | GE | GE AEROSPACE | $68.8M | 3.89% | 242,587 | Trimmed |
| 5 | RTX | RTX CORPORATION | $65.0M | 3.67% | 337,142 | Trimmed |
| 6 | JCI | JOHNSON CONTROLS INTERNATION | $63.1M | 3.56% | 481,569 | Trimmed |
| 7 | LIN | LINDE PLC | $53.6M | 3.02% | 108,026 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.5M | 2.74% | 101,139 | Added |
| 9 | CACI | CACI INTL INC | $48.1M | 2.72% | 88,498 | Added |
| 10 | CB | CHUBB LTD SWITZ | $48.2M | 2.72% | 147,754 | Trimmed |
| 11 | ALB | ALBEMARLE CORP | $42.7M | 2.41% | 238,117 | Added |
| 12 | ITW | ILLINOIS TOOL WKS INC | $42.5M | 2.40% | 163,248 | Added |
| 13 | GOOGL | ALPHABET INC | $35.9M | 2.02% | 124,683 | Trimmed |
| 14 | PAYX | PAYCHEX INC | $35.6M | 2.01% | 386,178 | Added |
| 15 | ADSK | AUTODESK INC | $35.0M | 1.98% | 146,122 | Added |
| 16 | APD | AIR PRODUCTS AND CHEMICALS I | $32.3M | 1.82% | 111,061 | Added |
| 17 | SYK | STRYKER CORPORATION | $31.9M | 1.80% | 96,942 | Added |
| 18 | REGN | REGENERON PHARMACEUTICALS | $28.1M | 1.59% | 36,415 | Trimmed |
| 19 | SNPS | SYNOPSYS INC | $27.1M | 1.53% | 68,365 | Added |
| 20 | VRSK | VERISK ANALYTICS INC | $26.7M | 1.51% | 140,558 | Added |
| 21 | HXL | HEXCEL CORP NEW | $26.4M | 1.49% | 326,543 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $26.3M | 1.48% | 107,398 | Added |
| 23 | TRMB | TRIMBLE INC | $25.4M | 1.43% | 389,493 | Added |
| 24 | AAPL | APPLE INC | $24.3M | 1.37% | 95,697 | Trimmed |
| 25 | NVS | NOVARTIS AG | $24.0M | 1.35% | 156,906 | Added |
Source: SEC Form 13F filings · as of 2026-03-31