GD
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GRANDFIELD & DODD, LLC13F | |
| GRANDFIELD & DODD, LLC | |
| Last update 2025-05-02 | 197 Stocks (3 new) |
| Value $1.61 Bil | Turnover 1 % |
GRANDFIELD & DODD, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 236,998 | 88,966.8 | -0.30% | 5.520 | -0.02% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software | |
PAYX | Paychex Inc | 379,557 | 58,558.1 | -0.75% | 3.630 | -0.02% | 0.110 | +0.57% | +5.52% | 52,611.4 | Software | |
GE | GE Aerospace | 272,570 | 54,554.9 | +0.05% | 3.380 | 0% | 0.030 | +33.87% | +50.59% | 266,948.6 | Aerospace & Defense | |
BRK.B | Berkshire Hathaway Inc | 102,038 | 54,343.4 | -0.56% | 3.370 | -0.02% | 0.000 | -8.15% | +5.65% | 1,033,828.1 | Insurance | |
ADI | Analog Devices Inc | 259,977 | 52,429.6 | -0.13% | 3.250 | 0% | 0.050 | +24.00% | +15.26% | 120,449.4 | Semiconductors | |
LIN | Linde PLC | 110,391 | 51,402.5 | -0.23% | 3.190 | -0.01% | 0.020 | +6.01% | +13.30% | 221,838.3 | Chemicals | |
RTX | RTX Corp | 362,473 | 48,013.2 | -0.24% | 2.980 | -0.01% | 0.030 | +14.40% | +27.61% | 195,289.7 | Aerospace & Defense | |
JCI | Johnson Controls International PLC | 591,933 | 47,419.8 | -0.75% | 2.940 | -0.02% | 0.090 | +35.59% | +36.03% | 70,082.0 | Construction | |
CB | Chubb Ltd | 156,759 | 47,339.7 | -0.34% | 2.940 | -0.01% | 0.040 | -1.29% | +2.00% | 112,209.6 | Insurance | |
VRSK | Verisk Analytics Inc | 143,305 | 42,650.4 | -0.27% | 2.640 | -0.01% | 0.100 | +5.12% | +10.60% | 42,485.6 | Business Services |
GRANDFIELD & DODD, LLC's Historical Top Holdings Breakdowns
GRANDFIELD & DODD, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLW | Corning Inc | 2025-03-31 | Reduce Reduce | -0.34% | 44.91 ($49.38) 54.25 | $52.57 | 6.46% | Reduce -40.61% | 168,144 | -114,973 | |
GEV | GE Vernova Inc | 2025-03-31 | Reduce Reduce | -0.31% | 270.13 ($348.71) 437.71 | $535.77 | 53.64% | Reduce -46.47% | 17,807 | -15,459 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -0.24% | 83.01 ($93.37) 101.02 | $83.71 | -10.35% | Reduce -14.68% | 228,940 | -39,396 | |
AMAT | Applied Materials Inc | 2025-03-31 | Add Add | +0.14% | 145.06 ($168.16) 195.51 | $195.39 | 16.19% | Add 7.58% | 222,158 | 15,648 | |
LW | Lamb Weston Holdings Inc | 2025-03-31 | Add Add | +0.12% | 48.65 ($56.64) 66.04 | $51.26 | -9.50% | Add 107.76% | 72,762 | 37,740 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.11% | 154.33 ($181.36) 206.38 | $176.62 | -2.61% | Add 11.35% | 116,983 | 11,922 | |
DEO | Diageo PLC | 2025-03-31 | Add Add | +0.10% | 104.79 ($113.02) 126.12 | $104.74 | -7.33% | Add 6.15% | 263,184 | 15,254 | |
CACI | CACI International Inc | 2025-03-31 | Add Add | +0.08% | 327 ($382.67) 465.18 | $485.40 | 26.85% | Add 4.24% | 87,934 | 3,580 | |
ALB | Albemarle Corp | 2025-03-31 | Add Add | +0.05% | 69.95 ($81.38) 97.49 | $70.79 | -13.01% | Add 5.2% | 243,036 | 12,014 | |
FDX | FedEx Corp | 2025-03-31 | Reduce Reduce | -0.05% | 230.33 ($259.24) 281.53 | $236.51 | -8.77% | Reduce -60.83% | 2,009 | -3,120 |
GRANDFIELD & DODD, LLC Total Holding History ($B)
GRANDFIELD & DODD, LLC's Asset Allocation
GRANDFIELD & DODD, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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GRANDFIELD & DODD, LLC's Hypothetical Growth since 2025-03-31
GRANDFIELD & DODD, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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GRANDFIELD & DODD, LLC's Holdings Heat Map
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GRANDFIELD & DODD, LLC's Holdings Bubble Chart
GRANDFIELD & DODD, LLC News
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