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Portfolio (Quarterly) Guide ↗

Great Diamond Partners, LLC

· CIK 0001801112
13F Portfolio $582M AUM 238 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 44 New 72 Added 97 Reduced 33 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BK BANK OF NY MELLON CORP Financial Services 29,033.0 $4.2M 0.72% +2K +8.2% $144.61 -1.9%
22 PH PARKER-HANNIFIN CORP Industrials 4,066.0 $4.0M 0.68% +134.0 +3.4% $978.12 +2.4%
23 JPM JPMORGAN CHASE & CO Financial Services 11,594.0 $3.8M 0.65% +3K +30.0% $327.33 +7.4%
24 EMB ISHARES TR 36,556.0 $3.5M 0.61% +5K +17.1% $96.44 -1.8%
25 TPR TAPESTRY INC Consumer Cyclical 23,282.0 $3.4M 0.59% +2K +10.3% $146.38 -11.1%
26 IGIB ISHARES TR 63,843.0 $3.4M 0.58% +10K +18.8% $53.17 -1.9%
27 SJNK SPDR SERIES TRUST 133,807.0 $3.3M 0.58% +30K +29.5% $25.03 -0.6%
28 AFL AFLAC INC Financial Services 24,356.0 $2.9M 0.49% +815.0 +3.5% $117.25 -1.0%
29 BLK BLACKROCK INC Financial Services 2,871.0 $2.8M 0.47% +80.0 +2.9% $961.57 +20.3%
30 GRMN GARMIN LTD Technology 11,306.0 $2.7M 0.46% +665.0 +6.2% $237.54 +24.1%
31 WMB WILLIAMS COS INC Energy 36,051.0 $2.7M 0.46% +1K +3.4% $74.34 -5.2%
32 PAAA PGIM ETF TR 51,291.0 $2.6M 0.45% +9K +20.2% $51.27 +0.4%
33 B BARRICK MNG CORP Basic Materials 58,013.0 $2.1M 0.37% +3K +5.6% $36.73 +29.6%
34 PANW PALO ALTO NETWORKS INC Technology 5,436.0 $1.9M 0.32% +65.0 +1.2% $341.02 +4.9%
35 DSI ISHARES TR 12,736.0 $1.8M 0.31% +2K +18.1% $142.39 +3.0%
36 SPDW SPDR INDEX SHS FDS 35,354.0 $1.8M 0.31% +9K +35.5% $50.39 +3.2%
37 EVR EVERCORE INC Financial Services 4,871.0 $1.7M 0.29% +984.0 +25.3% $341.44 -14.5%
38 JNJ JOHNSON & JOHNSON Healthcare 6,236.0 $1.6M 0.27% +310.0 +5.2% $253.99 +6.4%
39 NEM NEWMONT CORP Basic Materials 15,017.0 $1.4M 0.24% +2K +12.6% $93.40 +40.9%
40 CVX CHEVRON CORPORATION Energy 8,415.0 $1.4M 0.24% +258.0 +3.2% $165.76 +23.8%
Page 2 of 4  ·  72 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 29.4%
Industrials 14.5%
Financial Services 13.2%
Healthcare 12.9%
Consumer Cyclical 9.5%
Consumer Defensive 6.2%
Energy 4.2%
Communication Services 3.9%
Basic Materials 2.7%
Real Estate 1.9%