GRANDFIELD & DODD, LLC
RIA/Wealth
GRANDFIELD & DODD, LLC is a RIA/Wealth based in Grand Blanc, MI led by Tae-Gene Kim Cho, reporting $2.0B in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).
MemberTae-Gene Kim Cho
- Portfolio Value
- $1.8B
- Positions
- 211
- Top Holding
- MSFT at 6.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GRANDFIELD & DODD, LLC's portfolio (36% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $119.4M | 6.78% | -$1.1M Sold | 0.00% 230.6K shares | |
Aerospace & Defense Industrials | $79.7M | 4.52% | -$1.5M Sold | 0.02% 264.9K shares | |
Semiconductors Technology | $63.5M | 3.60% | -$87.7K Sold | 0.05% 258.5K shares | |
Construction Industrials | $61.1M | 3.46% | -$2.9M Sold | 0.08% 555.4K shares | |
Aerospace & Defense Industrials | $59.3M | 3.37% | -$577.5K Sold | 0.03% 354.5K shares | |
Semiconductors Technology | $55.2M | 3.13% | +$3.6M Bought | 0.03% 269.5K shares | |
Chemicals - Specialty Basic Materials | $52.0M | 2.95% | +$173.4K Bought | 0.02% 109.5K shares | |
Insurance - Diversified Financial Services | $51.0M | 2.89% | -$914.0K Sold | 0.00% 101.5K shares | |
Staffing & Employment Services Industrials | $47.6M | 2.70% | +$10.1K Bought | 0.10% 375.7K shares | |
Software - Application Technology | $45.9M | 2.60% | +$156.6K Bought | 0.07% 144.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GRANDFIELD & DODD, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+36.9% | |
+32.01% | |
+29.86% | |
+13.01% | |
+8.38% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-31.11% |
Analytics
Portfolio insights and performance metrics for GRANDFIELD & DODD, LLC
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