Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GRANDFIELD & DODD LLC | 01-31-2024 | 12-31-2023 | 195 | 1,447,222,059 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 101 | $1,315,445 | 6,030 | 0.00 | 0.00 | -195 | -3.13 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 102 | $1,301,064 | 2,724 | 0.00 | 0.00 | -340 | -11.10 | 12-31-2023 |
| COTERRA ENERGY INC | COM | 103 | $1,278,654 | 50,104 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UNION PAC CORP | COM | 104 | $1,180,941 | 4,808 | 0.00 | 0.00 | 273 | 6.02 | 12-31-2023 |
