GRANDFIELD & DODD, LLC
SEC Form 13F institutional filer · CIK 0001308016
13F-HR · 158 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.55B
Top-10 concentration
41.4%
GRANDFIELD & DODD, LLC — $1.55B AUM allocation strategy
GRANDFIELD & DODD, LLC files SEC Form 13F and reports $1.55B of long US equity value across 158 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 20.3%, followed by Industrials 19.4% and Materials 8.3%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GRANDFIELD & DODD, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.55B
total across 158 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AOS +63.4K sh · +$4.16M+$HRL +32.9K sh · −$265K+$PAYX +18.3K sh · −$5.69M
Biggest trims (shares)
−$JCI −32.5K sh · +$1.5M−$PFE −14K sh · −$193K−$GILD −8.43K sh · +$1.69M
Exited to nil (held last quarter, gone now)
$INTU ($261K last qtr)$NTRS ($252K last qtr)$ACN ($230K last qtr)$WFC ($223K last qtr)$TXN ($203K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Aerospace & Defense8.6%—
- Semiconductor Materials & Equipment5.9%—
- Industrial Gases5.5%—
- Systems Software5.3%—
- Semiconductors5.1%—
- Building Products4.0%—
- Application Software4.0%—
- Multi-Sector Holdings3.1%—
- Other holdings58.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AMAT | Applied Materials Inc | 268K | $91.7M | -1.56K | 5.9% |
| $MSFT | Microsoft Corporation | 225K | $83.2M | +3.81K | 5.4% |
| $ADI | Analog Devices Inc | 248K | $79M | -1.46K | 5.1% |
| $GE | GE Aerospace | 243K | $68.8M | -5.65K | 4.4% |
| $RTX | RTX Corporation | 337K | $65M | -2.82K | 4.2% |
| $JCI | Johnson Controls International plc | 482K | $63.1M | -32.5K | 4.1% |
| $LIN | Linde plc | 108K | $53.6M | +727 | 3.4% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 101K | $48.5M | +1.04K | 3.1% |
| $CB | Chubb Limited | 148K | $48.2M | -2.47K | 3.1% |
| $ALB | Albemarle Corporation | 238K | $42.7M | +330 | 2.8% |
…and 148 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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