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Tae-Gene K. Cho

Grandfield & Dodd, Llc

Assets Managed
$1.771B
Holdings
209
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
0.32%(2Q avg: 0.24%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Grandfield & Dodd, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Grandfield & Dodd, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.771B in assets, with a quarterly growth rate of 0.32% and a 2-quarter average growth rate of 0.24%. The portfolio is managed by Tae-Gene K. Cho, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMAT
Applied Materials Inc
Recent Activity
Decreased -0.57%
5.18%
$91.718M
268,345 shares@ $341.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.73%
4.7%
$83.218M
224,809 shares@ $370.18 avg price
ADI
Analog Devices Inc
Recent Activity
Decreased -0.58%
4.46%
$78.955M
248,177 shares@ $318.15 avg price
GE
General Electric
Recent Activity
Decreased -2.27%
3.89%
$68.839M
242,587 shares@ $283.78 avg price
RTX
Rtx Corp
Recent Activity
Decreased -0.82%
3.68%
$65.035M
337,142 shares@ $192.91 avg price
JCI
Johnson Controls Internation
Recent Activity
Decreased -6.32%
3.57%
$63.061M
481,569 shares@ $130.96 avg price
LIN
Linde Plc
Recent Activity
Increased 0.68%
3.03%
$53.555M
108,026 shares@ $495.77 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 1.04%
2.74%
$48.466M
101,139 shares@ $479.21 avg price
CB
Chubb Ltd
Recent Activity
Decreased -1.64%
2.72%
$48.157M
147,754 shares@ $325.94 avg price
CACI
Caci International Inc -cl A
Recent Activity
Increased 1.57%
2.72%
$48.131M
88,498 shares@ $543.87 avg price

1-10 of 209