Grandfield & Dodd, LLC

13F filer · CIK 0001308016

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$1.91BU.S. long equity reported on 13F

Positions1847 new · 6 closed

Net flow last quarter-$24.8MBuys minus sells

Top 10 positions weight40.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026184 positions
AMATApplied Materials Inc	$179M	9.40%	0.03%	-7.6%	Q2 2013
ADIAnalog Devices Inc	$92M	4.82%	0.05%	-6.7%	Q2 2013
GEGeneral Electric Co	$85M	4.46%	0.02%	-6.2%	Q3 2021
MSFTMicrosoft Corp	$83.6M	4.38%	0.00%	-0.3%	Q2 2013
JCIJohnson Controls International plc	$63.3M	3.32%	0.07%	-10.1%	Q4 2016
RTXRTX Corp	$62.9M	3.29%	0.02%	-1.7%	Q2 2020
LINLinde PLC	$55.2M	2.90%	0.02%	-1.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$50.1M	2.63%	Not reported	-1.0%	Q2 2013
CBChubb Ltd	$48.9M	2.56%	0.04%	-2.9%	Q2 2013
GOOGLAlphabet Inc.	$43.7M	2.29%	0.00%	-1.9%	Q4 2015
ITWIllinois Tool Works Inc	$43.6M	2.28%	0.06%	-1.3%	Q2 2013
PAYXPaychex Inc	$41M	2.15%	0.12%	+8.0%	Q2 2013
CACICaci International Inc	$40.2M	2.11%	0.39%	-1.9%	Q2 2013
HXLHexcel Corp	$32.7M	1.71%	0.43%	+0.1%	Q2 2020
SNPSSynopsys Inc	$32.1M	1.68%	0.04%	+5.3%	Q2 2013
APDAir Products & Chemicals, Inc.	$32.1M	1.68%	0.05%	-1.4%	Q2 2013
ALBAlbemarle Corp	$31.3M	1.64%	0.20%	-2.5%	Q1 2017
SYKStryker Corp	$30.6M	1.61%	0.03%	+0.4%	Q2 2013
ADSKAutodesk, Inc.	$28.6M	1.50%	0.07%	+0.8%	Q2 2013
AAPLApple Inc.	$27.6M	1.45%	0.00%	-0.2%	Q2 2013
JNJJohnson & Johnson	$27.1M	1.42%	0.00%	-0.6%	Q2 2013
VRSKVerisk Analytics, Inc.	$27M	1.41%	0.12%	+6.8%	Q2 2013
TDYTeledyne Technologies Inc	$26.2M	1.38%	0.08%	-0.5%	Q2 2021
HRLHormel Foods Corp	$25M	1.31%	Not reported	+1.1%	Q2 2013
NVSNovartis AG	$24M	1.26%	0.01%	-2.2%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$22.8M	1.20%	0.04%	+0.6%	Q1 2014
MRKMerck & Co., Inc.	$22M	1.16%	0.01%	-2.4%	Q2 2013
GEHCGE HealthCare Technologies Inc.	$21.6M	1.13%	0.07%	+0.1%	Q1 2023
DISWalt Disney Co	$21.5M	1.13%	0.01%	-0.5%	Q2 2013
ROKRockwell Automation, Inc	$21.3M	1.12%	0.04%	-1.5%	Q1 2024
ULUnilever PLC	$20M	1.05%	0.02%	-2.0%	Q2 2013
TRMBTrimble Inc.	$20M	1.05%	0.17%	+0.4%	Q2 2015
GILDGilead Sciences, Inc.	$19.5M	1.02%	0.01%	-5.7%	Q2 2013
CVXChevron Corp	$19.3M	1.01%	0.01%	+1.0%	Q2 2013
PPGPPG Industries Inc	$19.2M	1.01%	0.07%	+5.5%	Q2 2013
SHELShell plc	$19M	1.00%	0.00%	+0.3%	Q1 2022
PGPROCTER & GAMBLE Co	$17.6M	0.92%	0.01%	+1.0%	Q2 2013
MTDMettler Toledo International Inc/	$17.5M	0.92%	0.07%	+3.6%	Q3 2021
PYPLPayPal Holdings, Inc.	$16.5M	0.87%	0.04%	-0.7%	Q3 2015
SNYSanofi	$16.4M	0.86%	0.03%	-0.7%	Q2 2016
AZOAutozone Inc	$16M	0.84%	0.03%	+7.1%	Q3 2021
BABoeing Co	$15.4M	0.81%	0.01%	+4132.2%	Q2 2015
WYWeyerhaeuser Co	$14.8M	0.78%	0.09%	-2.4%	Q2 2017
DVNDevon Energy Corp	$14.6M	0.77%	0.06%	+16.1%	Q2 2013
XOMExxonMobil Holdings Corp	$14.1M	0.74%	0.00%	-2.1%	Q2 2013
AOSSmith A O Corp	$13.2M	0.69%	0.14%	+133.4%	Q4 2025
LWLamb Weston Holdings, Inc.	$12.7M	0.67%	0.21%	+17.0%	Q4 2024
BRK.ABerkshire Hathaway Inc	$12.7M	0.67%	Not reported	+13.3%	Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma	$12.3M	0.65%	0.01%	+14.4%	Q2 2014
GLWCorning Inc	$12M	0.63%	0.01%	-28.6%	Q3 2014

Q1 2026Reported May 7, 2026181 positions
AMATApplied Materials Inc	$91.7M	5.18%	0.03%	-0.6%	Q2 2013
MSFTMicrosoft Corp	$83.2M	4.70%	0.00%	+1.7%	Q2 2013
ADIAnalog Devices Inc	$79M	4.46%	0.05%	-0.6%	Q2 2013
GEGeneral Electric Co	$68.8M	3.89%	0.02%	-2.3%	Q3 2021
RTXRTX Corp	$65M	3.67%	0.03%	-0.8%	Q2 2020
JCIJohnson Controls International plc	$63.1M	3.56%	0.08%	-6.3%	Q4 2016
LINLinde PLC	$53.6M	3.02%	0.02%	+0.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$48.5M	2.74%	Not reported	+1.0%	Q2 2013
CBChubb Ltd	$48.2M	2.72%	0.04%	-1.7%	Q2 2013
CACICaci International Inc	$48.1M	2.72%	0.40%	+1.6%	Q2 2013
ALBAlbemarle Corp	$42.7M	2.41%	0.20%	+0.1%	Q1 2017
ITWIllinois Tool Works Inc	$42.5M	2.40%	0.06%	+1.0%	Q2 2013
GOOGLAlphabet Inc.	$35.9M	2.02%	0.00%	-1.9%	Q4 2015
PAYXPaychex Inc	$35.6M	2.01%	0.11%	+5.0%	Q2 2013
ADSKAutodesk, Inc.	$35M	1.98%	0.07%	+3.5%	Q2 2013
APDAir Products & Chemicals, Inc.	$32.3M	1.82%	0.05%	+1.9%	Q2 2013
SYKStryker Corp	$31.9M	1.80%	0.03%	+0.6%	Q2 2013
REGNRegeneron Pharmaceuticals, Inc.	$28.1M	1.59%	0.04%	-0.4%	Q1 2014
SNPSSynopsys Inc	$27.1M	1.53%	0.04%	+4.0%	Q2 2013
VRSKVerisk Analytics, Inc.	$26.7M	1.51%	0.11%	+1.8%	Q2 2013
HXLHexcel Corp	$26.4M	1.49%	0.43%	-0.2%	Q2 2020
JNJJohnson & Johnson	$26.3M	1.48%	0.00%	+0.2%	Q2 2013
TRMBTrimble Inc.	$25.4M	1.43%	0.17%	+1.5%	Q2 2015
AAPLApple Inc.	$24.3M	1.37%	0.00%	-0.2%	Q2 2013
GEHCGE HealthCare Technologies Inc.	$24M	1.35%	0.07%	+0.5%	Q1 2023
NVSNovartis AG	$24M	1.35%	0.01%	+1.0%	Q2 2013
TDYTeledyne Technologies Inc	$23.9M	1.35%	0.09%	-0.7%	Q2 2021
CVXChevron Corp	$23.9M	1.35%	0.01%	-0.2%	Q2 2013
GILDGilead Sciences, Inc.	$22.8M	1.29%	0.01%	-4.9%	Q2 2013
SHELShell plc	$22.8M	1.28%	0.00%	-0.8%	Q1 2022
HRLHormel Foods Corp	$22.5M	1.27%	Not reported	+3.4%	Q2 2013
DISWalt Disney Co	$21.6M	1.22%	0.01%	+0.2%	Q2 2013
MRKMerck & Co., Inc.	$21.1M	1.19%	0.01%	+4.6%	Q2 2013
ULUnilever PLC	$19.4M	1.09%	0.02%	-0.9%	Q2 2013
SNYSanofi	$18.7M	1.05%	0.03%	+1.5%	Q2 2016
XOMExxonMobil Holdings Corp	$17.8M	1.01%	0.00%	-1.2%	Q2 2013
PYPLPayPal Holdings, Inc.	$17.5M	0.99%	0.04%	+0.4%	Q3 2015
PGPROCTER & GAMBLE Co	$17.2M	0.97%	0.01%	0.0%	Q2 2013
DEODiageo PLC	$16.8M	0.95%	0.01%	-8.6%	Q3 2013
MTDMettler Toledo International Inc/	$16.7M	0.94%	0.07%	-0.3%	Q3 2021
PPGPPG Industries Inc	$16M	0.90%	0.07%	+2.8%	Q2 2013
AZOAutozone Inc	$15.7M	0.89%	0.03%	+1.2%	Q3 2021
ROKRockwell Automation, Inc	$15.7M	0.89%	0.04%	-3.0%	Q1 2024
WYWeyerhaeuser Co	$15.5M	0.88%	0.09%	+1.6%	Q2 2017
DVNDevon Energy Corp	$15.3M	0.87%	0.05%	+2.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$10.8M	0.61%	Not reported	Not reported	Q2 2013
LWLamb Weston Holdings, Inc.	$10.7M	0.60%	0.18%	+18.1%	Q4 2024
CTSHCognizant Technology Solutions Corp	$10.5M	0.59%	0.04%	+0.9%	Q3 2015
VRTXVertex Pharmaceuticals Inc / Ma	$9.69M	0.55%	0.01%	+2.2%	Q2 2014
TMOThermo Fisher Scientific Inc.	$9.56M	0.54%	0.01%	-0.2%	Q2 2013

Q4 2025Reported Feb 10, 2026178 positions
MSFTMicrosoft Corp	$107M	6.05%	0.00%	-4.2%	Q2 2013
GEGeneral Electric Co	$76.5M	4.33%	0.02%	-6.3%	Q3 2021
AMATApplied Materials Inc	$69.4M	3.93%	0.03%	+0.2%	Q2 2013
ADIAnalog Devices Inc	$67.7M	3.83%	0.05%	-3.4%	Q2 2013
RTXRTX Corp	$62.3M	3.53%	0.03%	-4.1%	Q2 2020
JCIJohnson Controls International plc	$61.6M	3.49%	0.08%	-7.4%	Q4 2016
BRK.BBerkshire Hathaway Inc	$50.3M	2.85%	Not reported	-1.4%	Q2 2013
CBChubb Ltd	$46.9M	2.66%	0.04%	-2.9%	Q2 2013
CACICaci International Inc	$46.4M	2.63%	0.39%	-3.5%	Q2 2013
LINLinde PLC	$45.8M	2.59%	0.02%	-2.0%	Q4 2018
ADSKAutodesk, Inc.	$41.8M	2.37%	0.07%	-2.3%	Q2 2013
PAYXPaychex Inc	$41.3M	2.34%	0.10%	-2.1%	Q2 2013
ITWIllinois Tool Works Inc	$39.8M	2.25%	0.06%	-2.4%	Q2 2013
GOOGLAlphabet Inc.	$39.8M	2.25%	0.00%	-3.1%	Q4 2015
SYKStryker Corp	$33.9M	1.92%	0.03%	-1.6%	Q2 2013
ALBAlbemarle Corp	$33.6M	1.90%	0.20%	-5.4%	Q1 2017
VRSKVerisk Analytics, Inc.	$30.9M	1.75%	0.10%	-2.6%	Q2 2013
SNPSSynopsys Inc	$30.9M	1.75%	0.03%	-0.2%	Q2 2013
TRMBTrimble Inc.	$30.1M	1.70%	0.16%	-3.0%	Q2 2015
REGNRegeneron Pharmaceuticals, Inc.	$28.2M	1.60%	0.04%	+0.3%	Q1 2014
GEHCGE HealthCare Technologies Inc.	$27.5M	1.56%	0.07%	+0.3%	Q1 2023
APDAir Products & Chemicals, Inc.	$26.9M	1.52%	0.05%	-3.7%	Q2 2013
AAPLApple Inc.	$26.1M	1.48%	0.00%	-0.1%	Q2 2013
DISWalt Disney Co	$25.5M	1.44%	0.01%	-3.2%	Q2 2013
HXLHexcel Corp	$24.2M	1.37%	0.43%	-2.8%	Q2 2020
HRLHormel Foods Corp	$22.8M	1.29%	Not reported	-2.8%	Q2 2013
PYPLPayPal Holdings, Inc.	$22.4M	1.27%	0.04%	-2.1%	Q3 2015
ULUnilever PLC	$22.4M	1.27%	0.02%	-1.9%	Q2 2013
JNJJohnson & Johnson	$22.2M	1.26%	0.00%	-1.4%	Q2 2013
NVSNovartis AG	$21.4M	1.21%	0.01%	-4.6%	Q2 2013
DEODiageo PLC	$21.4M	1.21%	0.01%	-4.5%	Q3 2013
GILDGilead Sciences, Inc.	$21.1M	1.20%	0.01%	-14.1%	Q2 2013
TDYTeledyne Technologies Inc	$20.3M	1.15%	0.09%	-2.9%	Q2 2021
MTDMettler Toledo International Inc/	$18.5M	1.05%	0.06%	-2.3%	Q3 2021
SNYSanofi	$18.5M	1.05%	0.03%	-3.2%	Q2 2016
SHELShell plc	$18.1M	1.03%	0.00%	-3.7%	Q1 2022
MRKMerck & Co., Inc.	$17.7M	1.00%	0.01%	-8.8%	Q2 2013
CVXChevron Corp	$17.6M	1.00%	0.01%	-2.4%	Q2 2013
ROKRockwell Automation, Inc	$17.5M	0.99%	0.04%	-0.6%	Q1 2024
PGPROCTER & GAMBLE Co	$17M	0.96%	0.01%	-0.7%	Q2 2013
AZOAutozone Inc	$15.6M	0.88%	0.03%	-5.0%	Q3 2021
PPGPPG Industries Inc	$14.9M	0.85%	0.07%	+6.0%	Q2 2013
WYWeyerhaeuser Co	$14.8M	0.84%	0.09%	-6.4%	Q2 2017
CTSHCognizant Technology Solutions Corp	$14.1M	0.80%	0.04%	-8.4%	Q3 2015
XOMExxonMobil Holdings Corp	$12.8M	0.73%	0.00%	+0.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$11.3M	0.64%	Not reported	Not reported	Q2 2013
TMOThermo Fisher Scientific Inc.	$11.3M	0.64%	0.01%	0.0%	Q2 2013
EXKEndeavour Silver Corp	$10.9M	0.62%	0.04%	-5.6%	Q4 2023
DVNDevon Energy Corp	$10.9M	0.62%	0.05%	-7.1%	Q2 2013
VRTXVertex Pharmaceuticals Inc / Ma	$9.63M	0.55%	0.01%	+7.1%	Q2 2014

Q3 2025Reported Oct 30, 2025183 positions
MSFTMicrosoft Corp	$119M	6.78%	0.00%	-0.9%	Q2 2013
GEGeneral Electric Co	$79.7M	4.52%	0.03%	-1.8%	Q3 2021
ADIAnalog Devices Inc	$63.5M	3.60%	0.05%	-0.1%	Q2 2013
JCIJohnson Controls International plc	$61.1M	3.46%	0.08%	-4.6%	Q4 2016
RTXRTX Corp	$59.3M	3.37%	0.03%	-1.0%	Q2 2020
AMATApplied Materials Inc	$55.2M	3.13%	0.03%	+6.9%	Q2 2013
LINLinde PLC	$52M	2.95%	0.02%	+0.3%	Q4 2018
BRK.BBerkshire Hathaway Inc	$51M	2.89%	Not reported	-1.8%	Q2 2013
PAYXPaychex Inc	$47.6M	2.70%	0.10%	0.0%	Q2 2013
ADSKAutodesk, Inc.	$45.9M	2.60%	0.07%	+0.3%	Q2 2013
CACICaci International Inc	$45M	2.56%	0.41%	+1.0%	Q2 2013
CBChubb Ltd	$43.7M	2.48%	0.04%	-0.2%	Q2 2013
ITWIllinois Tool Works Inc	$43.2M	2.45%	0.06%	+0.5%	Q2 2013
SYKStryker Corp	$36.2M	2.05%	0.03%	-0.2%	Q2 2013
VRSKVerisk Analytics, Inc.	$35.7M	2.02%	0.10%	+0.1%	Q2 2013
SNPSSynopsys Inc	$32.5M	1.84%	0.04%	+1.8%	Q2 2013
TRMBTrimble Inc.	$32.3M	1.83%	0.17%	+0.2%	Q2 2015
GOOGLAlphabet Inc.	$31.9M	1.81%	0.00%	+5.8%	Q4 2015
APDAir Products & Chemicals, Inc.	$30.8M	1.75%	0.05%	+0.9%	Q2 2013
DISWalt Disney Co	$26.5M	1.50%	0.01%	-1.7%	Q2 2013
PYPLPayPal Holdings, Inc.	$26.3M	1.49%	0.04%	+0.3%	Q3 2015
GEHCGE HealthCare Technologies Inc.	$25.1M	1.42%	0.07%	+0.6%	Q1 2023
DEODiageo PLC	$24.7M	1.40%	0.01%	-3.2%	Q3 2013
HRLHormel Foods Corp	$24.5M	1.39%	Not reported	+1.6%	Q2 2013
AAPLApple Inc.	$24.4M	1.39%	0.00%	-0.4%	Q2 2013
TDYTeledyne Technologies Inc	$24M	1.36%	0.09%	+1.6%	Q2 2021
ULUnilever PLC	$23.3M	1.32%	0.02%	-1.6%	Q2 2013
GILDGilead Sciences, Inc.	$22.2M	1.26%	0.02%	-9.4%	Q2 2013
HXLHexcel Corp	$21.1M	1.20%	0.42%	+0.7%	Q2 2020
NVSNovartis AG	$20.9M	1.18%	0.01%	+0.3%	Q2 2013
AZOAutozone Inc	$20.8M	1.18%	0.03%	+0.4%	Q3 2021
REGNRegeneron Pharmaceuticals, Inc.	$20.5M	1.16%	0.04%	+3.5%	Q1 2014
ALBAlbemarle Corp	$20.4M	1.16%	0.21%	-1.1%	Q1 2017
JNJJohnson & Johnson	$20.2M	1.14%	0.00%	-0.9%	Q2 2013
SNYSanofi	$18.6M	1.05%	0.03%	+2.3%	Q2 2016
CVXChevron Corp	$18.4M	1.04%	0.01%	+0.9%	Q2 2013
PGPROCTER & GAMBLE Co	$18.4M	1.04%	0.01%	-0.2%	Q2 2013
SHELShell plc	$18.3M	1.04%	0.00%	+1.6%	Q1 2022
MTDMettler Toledo International Inc/	$16.7M	0.95%	0.07%	+1.7%	Q3 2021
WYWeyerhaeuser Co	$16.6M	0.94%	0.09%	+0.5%	Q2 2017
ROKRockwell Automation, Inc	$15.8M	0.90%	0.04%	-0.9%	Q1 2024
MRKMerck & Co., Inc.	$15.5M	0.88%	0.01%	-4.5%	Q2 2013
PPGPPG Industries Inc	$14.5M	0.82%	0.06%	+0.9%	Q2 2013
CTSHCognizant Technology Solutions Corp	$12.4M	0.71%	0.04%	-0.1%	Q3 2015
XOMExxonMobil Holdings Corp	$11.9M	0.68%	0.00%	+0.2%	Q2 2013
BRK.ABerkshire Hathaway Inc	$11.3M	0.64%	Not reported	Not reported	Q2 2013
DVNDevon Energy Corp	$11.2M	0.64%	0.05%	-0.4%	Q2 2013
LWLamb Weston Holdings, Inc.	$9.81M	0.56%	0.12%	+32.0%	Q4 2024
TMOThermo Fisher Scientific Inc.	$9.45M	0.54%	0.01%	-1.0%	Q2 2013
ECLEcolab Inc.	$8.43M	0.48%	0.01%	+2.5%	Q2 2013

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