Grandfield & Dodd, LLC 13F 持仓 · 2026年Q2
Grandfield & Dodd 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 217 只证券，申报市值合计 19.08 亿美元。前几大持仓：AMAT（9.40%）、ADI（4.82%）、GE（4.46%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $179.3M | 9.40% | 248,027 | 减持 |
| 2 | ADI | ANALOG DEVICES INC | $92.0M | 4.82% | 231,514 | 减持 |
| 3 | GE | GE AEROSPACE | $85.0M | 4.46% | 227,496 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $83.6M | 4.38% | 224,218 | 减持 |
| 5 | JCI | JOHNSON CONTROLS INTERNATION | $63.3M | 3.32% | 433,039 | 减持 |
| 6 | RTX | RTX CORPORATION | $62.9M | 3.29% | 331,291 | 减持 |
| 7 | LIN | LINDE PLC | $55.2M | 2.90% | 106,435 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $50.1M | 2.63% | 100,110 | 减持 |
| 9 | CB | CHUBB LIMITED | $48.9M | 2.56% | 143,520 | 减持 |
| 10 | GOOGL | ALPHABET INC | $43.7M | 2.29% | 122,334 | 减持 |
| 11 | ITW | ILLINOIS TOOL WKS INC | $43.6M | 2.28% | 161,171 | 减持 |
| 12 | PAYX | PAYCHEX INC | $41.0M | 2.15% | 417,092 | 增持 |
| 13 | CACI | CACI INTL INC | $40.2M | 2.11% | 86,865 | 减持 |
| 14 | HXL | HEXCEL CORP NEW | $32.7M | 1.71% | 326,916 | 增持 |
| 15 | APD | AIR PRODUCTS AND CHEMICALS I | $32.1M | 1.68% | 109,460 | 减持 |
| 16 | SNPS | SYNOPSYS INC | $32.1M | 1.68% | 71,975 | 增持 |
| 17 | ALB | ALBEMARLE CORP | $31.3M | 1.64% | 232,072 | 减持 |
| 18 | SYK | STRYKER CORPORATION | $30.6M | 1.61% | 97,311 | 增持 |
| 19 | ADSK | AUTODESK INC | $28.6M | 1.50% | 147,312 | 增持 |
| 20 | AAPL | APPLE INC | $27.6M | 1.45% | 95,536 | 减持 |
| 21 | JNJ | JOHNSON & JOHNSON | $27.1M | 1.42% | 106,768 | 减持 |
| 22 | VRSK | VERISK ANALYTICS INC | $27.0M | 1.41% | 150,140 | 增持 |
| 23 | TDY | TELEDYNE TECHNOLOGIES INC | $26.2M | 1.38% | 39,360 | 减持 |
| 24 | HRL | HORMEL FOODS CORP | $25.0M | 1.31% | 1.0M | 增持 |
| 25 | NVS | NOVARTIS AG | $24.0M | 1.26% | 153,436 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR