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
BERKSHIRE HATHAWAY INC DEL CL A 51 $9,224,626 17 0.00 0.00 0 0.00 12-31-2023
MONDELEZ INTL INC CL A 52 $7,099,734 98,022 0.00 0.00 1,037 1.07 12-31-2023
M & T BK CORP COM 53 $6,915,686 50,450 0.00 0.00 -61,487 -54.93 12-31-2023
US BANCORP DEL COM NEW 54 $6,323,511 146,107 0.00 0.00 -200,250 -57.82 12-31-2023
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