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Portfolio (Quarterly) Guide ↗

DIAMANT ASSET MANAGEMENT, INC.

· CIK 0001731124
13F Portfolio $147M AUM 81 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 81 New
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,847.0 $768K 0.52% NEW $415.63 -5.5%
42 PM PHILIP MORRIS INTL INC COM Consumer Defensive 4,200.0 $760K 0.52% NEW $180.91 +6.1%
43 INTC INTEL CORP COM Technology 5,424.0 $757K 0.52% NEW $139.63 -35.9%
44 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 11,390.0 $729K 0.50% NEW $64.01 +12.1%
45 QCOM QUALCOMM INC COM Technology 3,525.0 $651K 0.44% NEW $184.79 -11.1%
46 NOW SERVICENOW INC COM Technology 6,185.0 $614K 0.42% NEW $99.28 +45.8%
47 DIS DISNEY WALT CO COM Communication Services 6,340.0 $610K 0.41% NEW $96.25 +12.3%
48 GLD SPDR GOLD SHARES Financial Services 1,620.0 $597K 0.41% NEW $368.38 +11.0%
49 DOC HEALTHPEAK PROPERTIES INC COM Real Estate 27,865.0 $596K 0.41% NEW $21.40 -2.1%
50 DE DEERE & CO COM Industrials 934.0 $592K 0.40% NEW $634.33 -0.6%
51 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 1,500.0 $556K 0.38% NEW $370.59 -5.3%
52 ED CONSOLIDATED EDISON INC COM Utilities 4,975.0 $550K 0.37% NEW $110.63 -2.8%
53 JCI JOHNSON CTLS INTL PLC SHS Industrials 3,669.0 $536K 0.36% NEW $146.11 -4.5%
54 GOOG ALPHABET INC CAP STK CL C 1,505.0 $532K 0.36% NEW $353.33
55 NVO NOVO-NORDISK A S ADR Healthcare 10,920.0 $524K 0.36% NEW $47.94 -4.9%
56 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,860.0 $523K 0.36% NEW $281.21 -16.2%
57 GS GOLDMAN SACHS GROUP INC COM Financial Services 500.0 $506K 0.34% NEW $1011.37 +2.2%
58 TFC TRUIST FINL CORP COM Financial Services 9,976.0 $497K 0.34% NEW $49.82 +1.2%
59 BERKSHIRE HATHAWAY INC DEL CL B NEW 890.0 $445K 0.30% NEW $500.39
60 DHR DANAHER CORP DEL COM Healthcare 2,313.0 $440K 0.30% NEW $190.44 +13.5%
Page 3 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Industrials 13.3%
Consumer Defensive 12.6%
Healthcare 11.6%
Financial Services 11.3%
Consumer Cyclical 10.6%
Communication Services 9.4%
Energy 1.0%
Real Estate 0.7%
Utilities 0.4%