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⚲
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| Grandfield & Dodd LLC
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|
|---|---|
| CRD # | 110971 |
| SEC # | 801-60064 |
| CIK # | 0001308016 |
| AUM | $2.2 B (2026-03-13) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 212-477-9626 |
| Address | 28 Liberty Street New York, NY 10005 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 91.7 | ||
| Microsoft Corp | 83.2 | ||
| Analog Devices Inc | 79.0 | ||
| General Electric Co | 68.8 | ||
| United Technologies Corp /DE/ | 65.0 | ||
| Tyco International Ltd /Ber/ | 63.1 | ||
| Linde PLC | 53.6 | ||
| Ace Ltd | 48.2 | ||
| CACI International Inc /DE/ | 48.1 | ||
| Albemarle Corp | 42.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 559 | 0.7 |
| (b) Individuals (high net worth individuals) | 183 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,763 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,738 | 2.2 |
| Non-Discretionary | 25 | 0.0 |
| Total | 1,763 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,763 | 2.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001308016] |
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|---|---|---|
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|
Wealthquest Corporation
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|
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|
2.2 | |
|
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✚
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