Grandfield & Dodd, LLC
Grandfield & Dodd, LLC is an independently owned investment counsel firm founded in 2001 by Cheryl L. Grandfield, Richard W. Dodd, and James P. Samuels. Headquartered in New York City, NY, the firm provides tailored investment management services primarily to high net worth individuals, families, and trusts. Grandfield & Dodd emphasizes direct ownership of individual stocks and bonds, risk control, tax efficiency, and customized portfolio solutions. The firm is registered with the SEC and is known for its deep expertise, client service, and transparency. It employs fewer than 25 professionals, leveraging over a century of collective investment experience.
Investment Strategy
Grandfield & Dodd focuses on preserving and growing clients’ wealth through direct ownership of publicly traded stocks and bonds. Their investment strategy emphasizes tailoring portfolios to individual client circumstances, prioritizing risk control, tax efficiency, and financial flexibility. The firm combines fundamental research with active management, continuously monitoring market conditions and regulatory changes to optimize individual portfolios. Frequent client communication and customization are central to their philosophy, avoiding pooled investment products for more personalized asset management.
Top Holdings
Equity Positions (212)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.78% | $115.7M | 232,670 | $27.92 | $497.41 | +$26.8M |
G GE | GE AEROSPACE | 4.07% | $69.5M | 269,869 | $73.66 | $257.39 | +$14.9M |
A ADI | ANALOG DEVICES INC | 3.61% | $61.6M | 258,896 | $38.62 | $238.02 | +$9.2M |
J JCI | JOHNSON CTLS INTL PLC | 3.60% | $61.5M | 582,014 | $41.43 | $105.62 | +$14.1M |
P PAYX | PAYCHEX INC | 3.20% | $54.6M | 375,588 | $38.01 | $145.46 | -$3.9M |