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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 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 6,149.0 $2.1M 0.36% -233.0 -3.6% $343.11 +8.1%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,770.0 $2.1M 0.36% -20K -87.9% $746.92 +2.5%
23 ABT ABBOTT LABORATORIES Healthcare 21,403.0 $1.9M 0.33% -865.0 -3.9% $90.74 +28.5%
24 AMP AMERIPRISE FINL INC Financial Services 4,197.0 $1.9M 0.33% -130.0 -3.0% $458.76 +21.1%
25 META META PLATFORMS INC Communication Services 3,155.0 $1.8M 0.30% -25.0 -0.8% $563.29 -2.4%
26 VOO VANGUARD INDEX FDS 2,373.0 $1.6M 0.28% -4K -61.3% $686.81 +2.5%
27 VYM VANGUARD WHITEHALL FDS 10,172.0 $1.6M 0.28% -60.0 -0.6% $158.03 +4.4%
28 LRCX LAM RESEARCH CORP Technology 3,635.0 $1.6M 0.27% -248.0 -6.4% $433.33 -27.5%
29 WMT WALMART INC Consumer Defensive 13,789.0 $1.6M 0.27% -4K -23.0% $113.26 -8.4%
30 COP CONOCOPHILLIPS Energy 15,011.0 $1.6M 0.27% -175.0 -1.1% $103.96 +29.7%
31 APH AMPHENOL CORP Technology 8,849.0 $1.6M 0.27% -782.0 -8.1% $176.32 -11.0%
32 VCSH VANGUARD SCOTTSDALE FDS 18,625.0 $1.5M 0.25% -625.0 -3.2% $79.03 -0.6%
33 ORCL ORACLE CORP Technology 9,505.0 $1.4M 0.24% -14K -60.2% $146.55 -0.1%
34 ABBV ABBVIE INC Healthcare 5,368.0 $1.4M 0.23% -5K -46.0% $251.64 +5.3%
35 LIN LINDE PLC Basic Materials 2,508.0 $1.3M 0.22% -103.0 -3.9% $518.94 -6.0%
36 ECL ECOLAB INC Basic Materials 4,535.0 $1.3M 0.22% -178.0 -3.8% $278.61 +1.1%
37 VIG VANGUARD SPECIALIZED FUNDS 5,328.0 $1.3M 0.22% -32.0 -0.6% $236.62 +3.1%
38 AXP AMERICAN EXPRESS CO Financial Services 3,713.0 $1.3M 0.22% -25.0 -0.7% $338.25 -0.7%
39 IBDR ISHARES TR 51,368.0 $1.2M 0.21% -91K -64.0% $24.23 -0.0%
40 EMLP FIRST TR EXCHANGE-TRADED FD 24,918.0 $1.1M 0.19% -770.0 -3.0% $43.50 +0.5%
Page 2 of 5  ·  97 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%