Fund HoldingsGRANDFIELD & DODD, LLC

Total Portfolio Value
$1.69B
Total Bought
$85.81M
Total Sold
$104.49M
Net Transaction
-$18.69M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
GE AEROSPACE(GE)0274,816+274,816051,8253.07%+51,825
PAYPAL HLDGS INC(PYPL)0381,159+381,159029,7421.76%+29,742
RTX CORPORATION(RTX)365,197364,968-22936,66244,2202.62%+7,557
JOHNSON CTLS INTL PLC
SHS
598,521598,422-9939,78446,4442.75%+6,660
CACI INTL INC(CACI)84,97584,464-51136,55042,6172.53%+6,067
PAYCHEX INC(PAYX)0381,971+381,971051,2573.04%+51,257
GE HEALTHCARE TECHNOLOGIES I(GEHC)0322,889+322,889030,3031.80%+30,303
BERKSHIRE HATHAWAY INC DEL0102,357+102,357047,1112.79%+47,111
CHUBB LIMITED
COM
0157,078+157,078045,3002.68%+45,300
AIR PRODS & CHEMS INC108,558110,219+1,66128,01432,8171.94%+4,803
GILEAD SCIENCES INC(GILD)0284,909+284,909023,8871.42%+23,887
AUTODESK INC0142,808+142,808039,3412.33%+39,341
LINDE PLC(LIN)0111,615+111,615053,2253.15%+53,225
ILLINOIS TOOL WKS INC(ITW)0161,720+161,720042,3822.51%+42,382
DIAGEO PLC(DEO)0240,013+240,013033,6842.00%+33,684
WEYERHAEUSER CO MTN BE(WY)0656,911+656,911022,2431.32%+22,243
EXACT SCIENCES CORP(EXK)0103,999+103,99907,0840.42%+7,084
METTLER TOLEDO INTERNATIONAL(MTD)9,87311,629+1,75613,79817,4401.03%+3,642
SANOFI(SNY)389,560389,580+2018,90122,4511.33%+3,550
UNILEVER PLC(UL)441,115425,693-15,42224,25727,6531.64%+3,396
ALPHABET INC(GOOG)59,33881,792+22,45410,80913,5650.80%+2,757
TRIMBLE INC(TRMB)0396,762+396,762024,6351.46%+24,635
NIKE INC(NKE)48,21469,543+21,3293,6346,1480.36%+2,514
ALBEMARLE CORP(ALB)0228,202+228,202021,6131.28%+21,613
STARBUCKS CORP(SBUX)28,81845,501+16,6832,2434,4360.26%+2,192
APPLE INC(AAPL)94,68994,557-13219,94422,0321.31%+2,088
TELEDYNE TECHNOLOGIES INC(TDY)035,191+35,191015,4020.91%+15,402
STRYKER CORPORATION(SYK)099,092+99,092035,7982.12%+35,798
HORMEL FOODS CORP(HRL)0924,365+924,365029,3021.74%+29,302
JOHNSON & JOHNSON(JNJ)0109,698+109,698017,7781.05%+17,778
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0182,834+182,834014,1110.84%+14,111
CORNING INC(GLW)350,623340,449-10,17413,62215,3710.91%+1,750
NOVARTIS AG(NVS)160,542162,363+1,82117,09118,6751.11%+1,584
GE VERNOVA INC(GEV)66,18550,413-15,77211,35112,8540.76%+1,503
ROCKWELL AUTOMATION INC(ROK)36,52942,810+6,28110,05611,4930.68%+1,437
VERTEX PHARMACEUTICALS INC(VRTX)11,60614,144+2,5385,4406,5780.39%+1,138
THERMO FISHER SCIENTIFIC INC(TMO)019,798+19,798012,2470.73%+12,247
AUTOZONE INC(AZO)04,903+4,903015,4450.92%+15,445
PPG INDS INC(PPG)0125,736+125,736016,6550.99%+16,655
PROCTER AND GAMBLE CO(PG)120,716119,692-1,02419,90920,7311.23%+822
MONDELEZ INTL INC(MDLZ)094,657+94,65706,9730.41%+6,973
ISHARES TR2,6743,489+8151,4632,0130.12%+549
AMERICAN EXPRESS CO(AXP)13,47113,484+133,1193,6570.22%+538
ECOLAB INC(ECL)30,22730,127-1007,1947,6920.46%+498
MASTERCARD INCORPORATED(MA)09,644+9,64404,7620.28%+4,762
ALLSTATE CORP(ALL)013,056+13,05602,4760.15%+2,476
COCA COLA CO(KO)042,689+42,68903,0680.18%+3,068
ALNYLAM PHARMACEUTICALS INC(ALNY)01,224+1,22403370.02%+337
ISHARES TR01,477+1,47703260.02%+326
ORACLE CORP(ORCL)11,20911,200-91,5831,9080.11%+326
EXELIXIS INC(EXEL)012,020+12,02003120.02%+312
DANAHER CORPORATION(DHR)13,35613,106-2503,3373,6440.22%+307
US BANCORP DEL(USB)084,469+84,46903,8630.23%+3,863
IOVANCE BIOTHERAPEUTICS INC(IOVA)030,070+30,07002820.02%+282
HOME DEPOT INC(HD)05,240+5,24002,1230.13%+2,123
INTELLIA THERAPEUTICS INC(NTLA)013,010+13,01002670.02%+267
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
04,199+4,19902610.02%+261
AUTOMATIC DATA PROCESSING IN06,599+6,59901,8260.11%+1,826
ISHARES TR02,675+2,67502360.01%+236
EQUINIX INC(EQIX)0262+26202330.01%+233
FASTENAL CO(FAST)026,550+26,55001,8960.11%+1,896
KELLANOVA02,791+2,79102250.01%+225
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,4403,480+1,0404016230.04%+223
IDEX CORP(IEX)0982+98202110.01%+211
AMENTUM HOLDINGS INC06,473+6,47302090.01%+209
TJX COS INC NEW(TJX)27,34327,34303,0113,2140.19%+203
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,500+1,50002030.01%+203
WATERS CORP(WAT)02,910+2,91001,0470.06%+1,047
HUBBELL INC(HUBB)03,127+3,12701,3390.08%+1,339
INTUITIVE SURGICAL INC4,2164,206-101,8752,0660.12%+191
MCDONALDS CORP(MCD)03,802+3,80201,1580.07%+1,158
EXXON MOBIL CORP0106,637+106,637012,5000.74%+12,500
TESLA INC(TSLA)2,8772,87705697530.04%+183
NEXTERA ENERGY INC(NEE)9,2969,806+5106588290.05%+171
ANALOG DEVICES INC(ADI)261,767260,322-1,44559,75159,9183.55%+167
3M CO(MMM)04,765+4,76506510.04%+651
INCYTE CORP(INCY)18,91519,525+6101,1471,2910.08%+144
COLGATE PALMOLIVE CO(CL)20,95720,95702,0342,1760.13%+142
GENMAB A/S(GMAB)032,363+32,36307890.05%+789
VANGUARD INTL EQUITY INDEX F31,66331,66301,8571,9950.12%+138
DOVER CORP(DOV)24,81824,068-7504,4784,6150.27%+136
BRISTOL-MYERS SQUIBB CO(BMY)013,019+13,01906740.04%+674
PHILIP MORRIS INTL INC(PM)6,4846,48406577870.05%+130
SPDR S&P 500 ETF TR(SPY)4,0454,055+102,2022,3270.14%+125
ABBOTT LABS014,275+14,27501,6280.10%+1,628
INTERNATIONAL BUSINESS MACHS(IBM)02,232+2,23204930.03%+493
FISERV INC(FISV)03,446+3,44606190.04%+619
VANGUARD INDEX FDS3,6813,68101,8411,9430.12%+102
EATON CORP PLC(ETN)2,8542,994+1408959920.06%+97
ABBVIE INC(ABBV)05,532+5,53201,0920.06%+1,092
JPMORGAN CHASE & CO.(JPM)022,457+22,45704,7350.28%+4,735
UNION PAC CORP(UNP)04,398+4,39801,0840.06%+1,084
ACCENTURE PLC IRELAND
SHS CLASS A
01,692+1,69205980.04%+598
CARRIER GLOBAL CORPORATION(CARR)4,3564,35602753510.02%+76
VANGUARD INDEX FDS6,0305,990-401,5051,5770.09%+72
AMERICAN TOWER CORP NEW(AMT)1,8311,83103564260.03%+70
BRUNSWICK CORP(BC)013,405+13,40501,1240.07%+1,124
CONSOLIDATED EDISON INC(ED)4,5554,55504074740.03%+67
VERALTO CORP(VLTO)4,1174,099-183934590.03%+65
PFIZER INC(PFE)070,192+70,19202,0310.12%+2,031
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