13F Insight
DOSSIER · 13F-HR · Q2 2026

GRANDFIELD & DODD, LLC

$1.9B in tracked AUM across 217 positions as of Q2 2026.

G&
CIK 0001308016 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
217
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

GRANDFIELD & DODD, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMAT
APPLIED MATLS INC
$179M248K9.4%02
ADI
ANALOG DEVICES INC
$92M232K4.8%03
GE
GE AEROSPACE
$85M227K4.5%04
MSFT
MICROSOFT CORP
$84M224K4.4%05
G51502105
JOHNSON CONTROLS INTERNATION
$63M433K3.3%06
RTX
RTX CORPORATION
$63M331K3.3%07
G54950103
LINDE PLC
$55M106K2.9%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$50M100K2.6%09
H1467J104
CHUBB LIMITED
$49M144K2.6%10
GOOGL
ALPHABET INC
$44M122K2.3%

Filing history

2026Q2Jun 30
$1.9B▲ 7.7%
217 positionsView →2026Q1Mar 31
$1.8B▲ 0.3%
209 positionsView →2025Q4Dec 31
$1.8B▲ 0.2%
207 positionsView →2025Q3Sep 30
$1.8B▲ 3.2%
211 positionsLocked2025Q2Jun 30
$1.7B▲ 5.9%
212 positionsLocked2025Q1Mar 31
$1.6B▼ 0.6%
197 positionsLocked2024Q4Dec 31
$1.6B▼ 3.9%
202 positionsLocked2024Q3Sep 30
$1.7B▲ 6.8%
207 positionsLocked2024Q2Jun 30
$1.6B▼ 0.3%
200 positionsLocked2024Q1Mar 31
$1.6B▲ 9.5%
203 positionsLocked2023Q4Dec 31
$1.4B▲ 6.3%
195 positionsLocked2023Q3Sep 30
$1.4B▼ 4.9%
189 positionsLocked
Showing 12 of 96