Grandfield & Dodd, LLC Portfolio Holdings

Grandfield & Dodd, LLC

  • $1.61 Billion
  • Q2 2025

Grandfield & Dodd, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.61 Billion distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $116M, General Electric CO with a value of $69.5M, Analog Devices Inc with a value of $61.6M, Johnson Controls International PLC with a value of $61.5M, and Paychex Inc with a value of $54.6M.

Examining the 13F form we can see an increase of $80.7M in the current position value, from $1.53B to 1.61B.

Below you can find more details about Grandfield & Dodd, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.61 Billion
Technology: $433 Million
Industrials: $376 Million
Healthcare: $227 Million
Financial Services: $164 Million
Consumer Defensive: $129 Million
Basic Materials: $77.8 Million
Energy: $63.4 Million
Communication Services: $57.2 Million
Other: $84.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$825M
$456,000 0.03% of portfolio
48,705
Q2 2025 Added 0.12%
$1.84B
$263,000 0.02% of portfolio
5,902
Q2 2025 Reduced 19.98%
$1.19B
$230,000 0.01% of portfolio
4,100
Q2 2025 Reduced 10.58%
$352M
$156,000 0.01% of portfolio
91,075
Q2 2025 Added 0.11%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $1.61 Billion
  • Prior Value $1.53 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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