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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 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DUPONT DE NEMOURS INC 1,620.0 $220K 0.04% NEW $135.64
42 MUSA MURPHY USA INC Consumer Cyclical 396.0 $213K 0.04% NEW $538.87 +5.7%
43 CANADIAN PACIFIC KANSAS CITY 2,450.0 $212K 0.04% NEW $86.65
44 FDX FEDEX CORP Industrials 646.0 $202K 0.04% NEW $313.13 +3.8%
Page 3 of 3  ·  44 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%