GRANDFIELD & DODD, LLC — 13F holdings

GRANDFIELD & DODD, LLC reported 217 holdings worth $1.91B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. AMAT APPLIED MATLS INC — $179M (9.4%)
  2. ADI ANALOG DEVICES INC — $92.0M (4.8%)
  3. GE GE AEROSPACE — $85.0M (4.5%)
  4. MSFT MICROSOFT CORP — $83.6M (4.4%)
  5. JCI JOHNSON CTLS INTL PLC — $63.3M (3.3%)
  6. RTX RTX CORPORATION — $62.9M (3.3%)
  7. LIN LINDE PLC — $55.2M (2.9%)
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — $50.1M (2.6%)
  9. CB CHUBB LIMITED — $48.9M (2.6%)
  10. GOOGL ALPHABET INC — $43.7M (2.3%)