Grandfield & Dodd, LLC Top Holdings and 13F Report (2025) About Grandfield & Dodd, LLCInvestment ActivityGrandfield & Dodd, LLC has $1.61 billion in total holdings as of March 31, 2025.Grandfield & Dodd, LLC owns shares of 197 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Grandfield & Dodd, LLC has purchased 202 new stocks and bought additional shares in 57 stocks.Grandfield & Dodd, LLC sold shares of 81 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $88,966,777Paychex $58,558,079GE Aerospace $54,554,886Berkshire Hathaway $54,343,398Analog Devices $52,429,562 Largest New Holdings this Quarter 464287655 - iShares Russell 2000 ETF $373,246 Holding464287499 - iShares Russell Mid-Cap ETF $227,562 Holding372460105 - Genuine Parts $202,300 Holding Largest Purchases this Quarter Applied Materials 15,648 shares (about $2.27M)Lamb Weston 37,740 shares (about $2.01M)Alphabet 11,922 shares (about $1.84M)Diageo 15,254 shares (about $1.60M)CACI International 3,580 shares (about $1.31M) Largest Sales this Quarter Corning 114,973 shares (about $5.26M)GE VERNOVA INC 15,459 shares (about $4.72M)Merck & Co., Inc. 39,396 shares (about $3.54M)FedEx 3,120 shares (about $760.59K)Medtronic 7,727 shares (about $694.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrandfield & Dodd, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$88,966,777$270,281 ▼-0.3%236,9985.5%Computer and TechnologyPAYXPaychex$58,558,079$443,864 ▼-0.8%379,5573.6%Business ServicesGEGE Aerospace$54,554,886$28,421 ▲0.1%272,5703.4%IndustrialsBRK.BBerkshire Hathaway$54,343,398$304,103 ▼-0.6%102,0383.4%FinanceADIAnalog Devices$52,429,562$69,576 ▼-0.1%259,9773.3%Computer and TechnologyLINDE PLC$51,402,465$116,876 ▼-0.2%110,3913.2%SHSRTXRTX$48,013,174$117,624 ▼-0.2%362,4733.0%AerospaceJCIJohnson Controls International$47,419,753$360,575 ▼-0.8%591,9332.9%ConstructionCBChubb$47,339,650$163,075 ▼-0.3%156,7592.9%FinanceVRSKVerisk Analytics$42,650,434$113,691 ▼-0.3%143,3052.6%Business ServicesITWIllinois Tool Works$40,871,744$104,165 ▲0.3%164,7982.5%IndustrialsADSKAutodesk$37,699,392$81,420 ▲0.2%144,0002.3%Computer and TechnologySYKStryker$36,693,287$87,107 ▼-0.2%98,5712.3%MedicalAPDAir Products and Chemicals$33,237,411$170,170 ▲0.5%112,6992.1%Basic MaterialsCACICACI International$32,264,743$1,313,574 ▲4.2%87,9342.0%Computer and TechnologyAMATApplied Materials$32,239,569$2,270,838 ▲7.6%222,1582.0%Computer and TechnologyGILDGilead Sciences$31,568,071$227,462 ▼-0.7%281,7322.0%MedicalHRLHormel Foods$30,195,082$328,676 ▲1.1%975,9231.9%Consumer StaplesDEODiageo$27,579,146$1,598,472 ▲6.2%263,1841.7%Consumer StaplesSNPSSynopsys$27,451,117$63,041 ▲0.2%64,0111.7%Computer and TechnologyGEHCGE HealthCare Technologies$26,605,890$450,443 ▲1.7%329,6481.6%MedicalTRMBTrimble$25,988,209$9,651 ▼0.0%395,8601.6%IndustrialsPYPLPayPal$25,283,467$109,424 ▲0.4%387,4861.6%Computer and TechnologyULUnilever$24,425,445$110,525 ▼-0.5%410,1661.5%Consumer StaplesDISWalt Disney$23,109,743$6,810 ▼0.0%234,1411.4%Consumer DiscretionarySNYSanofi$21,514,598$86,240 ▼-0.4%387,9301.3%MedicalREGNRegeneron Pharmaceuticals$21,060,884$387,515 ▲1.9%33,2071.3%MedicalAAPLApple$20,941,989$28,655 ▼-0.1%94,2781.3%Computer and TechnologyMRKMerck & Co., Inc.$20,549,656$3,536,185 ▼-14.7%228,9401.3%MedicalPGProcter & Gamble$20,371,715$45,673 ▼-0.2%119,5381.3%Consumer StaplesTDYTeledyne Technologies$19,990,522$422,069 ▲2.2%40,1641.2%AerospaceWYWeyerhaeuser$19,502,500$396,890 ▲2.1%666,0691.2%ConstructionCVXChevron$19,418,642$86,824 ▲0.4%116,0771.2%EnergySHELShell$18,634,078$48,951 ▲0.3%254,2861.2%EnergyAZOAutoZone$18,533,924$76,256 ▲0.4%4,8611.1%Retail/WholesaleJNJJohnson & Johnson$18,251,945$35,158 ▲0.2%110,0571.1%MedicalNVSNovartis$18,196,323$50,166 ▼-0.3%163,2251.1%MedicalGOOGLAlphabet$18,090,402$1,843,633 ▲11.3%116,9831.1%Computer and TechnologyHXLHexcel$18,078,795$34,061 ▲0.2%330,1461.1%AerospaceALBAlbemarle$17,503,458$865,249 ▲5.2%243,0361.1%Basic MaterialsMTDMettler-Toledo International$15,327,031$675,481 ▲4.6%12,9791.0%MedicalPPGPPG Industries$14,284,512$506,400 ▲3.7%130,6310.9%Basic MaterialsCTSHCognizant Technology Solutions$14,162,319$134,411 ▲1.0%185,1280.9%Computer and TechnologyBRK.ABerkshire Hathaway$13,573,5070.0%170.8%FinanceXOMExxon Mobil$12,634,276$41,031 ▼-0.3%106,2320.8%EnergyROKRockwell Automation$11,733,811$216,264 ▲1.9%45,4130.7%Computer and TechnologyDVNDevon Energy$11,707,958$124,392 ▲1.1%313,0470.7%EnergyTMOThermo Fisher Scientific$9,777,120$39,809 ▼-0.4%19,6480.6%MedicalVRTXVertex Pharmaceuticals$8,797,544$573,057 ▲7.0%18,1460.5%MedicalMDTMedtronic$8,479,908$694,348 ▼-7.6%94,3680.5%MedicalGLWCorning$7,697,635$5,263,466 ▼-40.6%168,1440.5%Computer and TechnologyECLEcolab$7,601,5440.0%29,9840.5%Basic MaterialsMDLZMondelez International$6,403,072$192,423 ▼-2.9%94,3710.4%Consumer StaplesSBUXStarbucks$5,842,437$25,994 ▲0.4%59,5620.4%Retail/WholesaleNKENIKE$5,662,617$158,192 ▲2.9%89,2030.4%Consumer DiscretionaryJPMJPMorgan Chase & Co.$5,462,340$57,891 ▼-1.0%22,2680.3%FinanceGE VERNOVA INC$5,436,121$4,719,324 ▼-46.5%17,8070.3%COMZBHZimmer Biomet$5,191,567$234,849 ▼-4.3%45,8700.3%MedicalMAMastercard$5,079,428$15,347 ▲0.3%9,2670.3%Business ServicesEXASExact Sciences$4,881,380$164,459 ▲3.5%112,7600.3%MedicalCOSTCostco Wholesale$4,409,454$33,104 ▼-0.7%4,6620.3%Retail/WholesaleCOPConocoPhillips$4,137,781$840 ▼0.0%39,3990.3%EnergyDOVDover$4,079,8170.0%23,2230.3%IndustrialsLWLamb Weston$3,878,215$2,011,542 ▲107.8%72,7620.2%Consumer StaplesAXPAmerican Express$3,595,522$7,265 ▼-0.2%13,3630.2%FinanceMTBM&T Bank$3,477,760$15,373 ▼-0.4%19,4560.2%FinanceUSBU.S. Bancorp$3,365,694$9,120 ▼-0.3%79,7180.2%FinanceGOOGAlphabet$3,358,753$237,166 ▲7.6%21,4980.2%Computer and TechnologyTJXTJX Companies$3,068,548$12,180 ▼-0.4%25,1930.2%Retail/WholesaleKOCoca-Cola$3,029,812$27,574 ▼-0.9%42,3040.2%Consumer StaplesADBEAdobe$2,891,433$36,435 ▼-1.2%7,5390.2%Computer and TechnologyALLAllstate$2,696,673$6,833 ▼-0.3%13,0230.2%FinanceDHRDanaher$2,592,225$94,505 ▼-3.5%12,6450.2%MedicalVMCVulcan Materials$2,522,3130.0%10,8110.2%ConstructionPEPPepsiCo$2,501,149$16,943 ▼-0.7%16,6810.2%Consumer StaplesAMGNAmgen$2,498,0080.0%8,0180.2%MedicalAMZNAmazon.com$2,303,454$27,019 ▼-1.2%12,1060.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,155,710$110,779 ▼-4.9%3,8530.1%FinanceLLYEli Lilly and Company$2,088,409$120,612 ▼-5.5%2,5280.1%MedicalISRGIntuitive Surgical$2,083,1060.0%4,2060.1%MedicalFASTFastenal$2,058,9530.0%26,5500.1%Retail/WholesaleCLColgate-Palmolive$1,963,7330.0%20,9570.1%Consumer StaplesIVViShares Core S&P 500 ETF$1,960,4690.0%3,4890.1%ETFHDHome Depot$1,948,994$28,586 ▲1.5%5,3180.1%Retail/WholesaleADPAutomatic Data Processing$1,943,1710.0%6,3600.1%Business ServicesVOOVanguard S&P 500 ETF$1,898,243$3,084 ▲0.2%3,6930.1%ETFVEUVanguard FTSE All-World ex-US ETF$1,893,3810.0%31,2130.1%ETFABTAbbott Laboratories$1,878,855$3,184 ▼-0.2%14,1630.1%MedicalNBIXNeurocrine Biosciences$1,832,642$50,765 ▲2.8%16,5700.1%MedicalPFEPfizer$1,730,875$21,995 ▼-1.3%68,3060.1%MedicalHONHoneywell International$1,723,433$5,294 ▼-0.3%8,1390.1%Multi-Sector ConglomeratesEMREmerson Electric$1,655,016$6,578 ▼-0.4%15,0950.1%IndustrialsORCLOracle$1,569,227$3,355 ▲0.2%11,2240.1%Computer and TechnologyNTRNutrien$1,537,7830.0%30,9600.1%Basic MaterialsCTRACoterra Energy$1,448,0060.0%50,1040.1%EnergyVVVanguard Large-Cap ETF$1,426,517$68,113 ▼-4.6%5,5500.1%ETFIWBiShares Russell 1000 ETF$1,387,486$245,410 ▲21.5%4,5230.1%ETFBMRNBioMarin Pharmaceutical$1,322,751$93,311 ▲7.6%18,7120.1%MedicalINCYIncyte$1,275,486$51,952 ▲4.2%21,0650.1%MedicalMCDMcDonald's$1,187,6310.0%3,8020.1%Retail/WholesaleShowing largest 100 holdings. 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