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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISHARES TR 58,293.0 $1.3M 0.22% +36K +160.8% $22.37
42 MRK MERCK & CO INC Healthcare 9,602.0 $1.2M 0.21% +972.0 +11.3% $128.50 +18.7%
43 SHEL SHELL PLC Energy 15,842.0 $1.2M 0.21% +2K +13.7% $77.54 +20.4%
44 VO VANGUARD INDEX FDS 15,189.0 $1.2M 0.21% +12K +337.0% $80.57 +3.0%
45 EBAY EBAY INC. Consumer Cyclical 10,639.0 $1.2M 0.20% +6K +138.0% $111.75 -6.8%
46 IBDV ISHARES TR 54,421.0 $1.2M 0.20% +32K +139.4% $21.80 -0.9%
47 ISHARES TR 52,537.0 $1.2M 0.20% +35K +198.1% $22.14
48 ESGU ISHARES TR 6,309.0 $1.0M 0.18% +2K +34.7% $163.67 +2.5%
49 JEPQ J P MORGAN EXCHANGE TRADED F 16,721.0 $1.0M 0.18% +139.0 +0.8% $61.46 -2.6%
50 ISHARES TR 44,471.0 $1.0M 0.17% +26K +136.4% $22.89
51 ESML ISHARES TR 16,545.0 $925K 0.16% +4K +33.4% $55.93 -0.2%
52 PKG PACKAGING CORP AMER Consumer Cyclical 3,647.0 $869K 0.15% +2K +161.6% $238.28 +6.1%
53 CARR CARRIER GLOBAL CORPORATION Industrials 11,596.0 $851K 0.15% +604.0 +5.5% $73.35 -17.7%
54 ESGD ISHARES TR 8,184.0 $841K 0.14% +2K +35.8% $102.81 +4.4%
55 IGSB ISHARES TR 15,890.0 $833K 0.14% +90.0 +0.6% $52.41 -0.6%
56 ISHARES TR 37,075.0 $803K 0.14% +20K +116.0% $21.65
57 IBDW ISHARES TR 38,383.0 $800K 0.14% +24K +165.5% $20.84 -1.2%
58 VCIT VANGUARD SCOTTSDALE FDS 9,500.0 $785K 0.14% +375.0 +4.1% $82.65 -1.9%
59 GE GE AEROSPACE Industrials 1,752.0 $655K 0.11% +26.0 +1.5% $373.73 -6.8%
60 IBDX ISHARES TR 24,805.0 $625K 0.11% +16K +176.5% $25.19 -1.4%
Page 3 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%