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Grandfield & Dodd, LLC

CIK:0001308016
Investment Adviser
$270M AUM
212 holdings
New York, NY, United States
Founded:2001
18 employees
Latest filing:Jun 30, 2025

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.

Latest 13F Filing Activity

Grandfield & Dodd, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 212 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Ge Aerospace, Johnson CTLS Intl PLC among other positions. Grandfield & Dodd, LLC reduced exposure to Gilead Sciences Inc., Merck & Co. Inc., Berkshire Hathaway Inc. Del among others.

Top Buys
M
MSFTMICROSOFT CORP
+$26.8M
G
GEGE AEROSPACE
+$14.9M
J
JCIJOHNSON CTLS INTL PLC
+$14.1M
A
AMATAPPLIED MATLS INC
+$13.9M
C
CACICACI INTL INC
+$10.4M
Top Sells
G
GILDGILEAD SCIENCES INC
-$7.1M
M
MRKMERCK & CO INC
-$5.3M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$4.2M
P
PAYXPAYCHEX INC
-$3.9M
S
SNYSANOFI
-$2.9M

Top Holdings

M
MSFTMICROSOFT CORP
+6.8%$115.7M
G
GEGE AEROSPACE
+4.1%$69.5M
A
ADIANALOG DEVICES INC
+3.6%$61.6M
J
JCIJOHNSON CTLS INTL PLC
+3.6%$61.5M
P
PAYXPAYCHEX INC
+3.2%$54.6M

Equity Positions (212)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP6.78%$115.7M232,670$27.92$497.41+$26.8M
GE AEROSPACE4.07%$69.5M269,869$73.66$257.39+$14.9M
ANALOG DEVICES INC3.61%$61.6M258,896$38.62$238.02+$9.2M
JOHNSON CTLS INTL PLC3.60%$61.5M582,014$41.43$105.62+$14.1M
PAYCHEX INC3.20%$54.6M375,588$38.01$145.46-$3.9M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+11.6%
SEMICONDUCTORS & RELATED DEVICES
+6.9%
PHARMACEUTICAL PREPARATIONS
+6.7%
FIRE, MARINE & CASUALTY INSURANCE
+6.2%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+4.9%