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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 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TXN TEXAS INSTRS INC Technology 3,636.0 $1.1M 0.19% -240.0 -6.2% $298.07 -13.1%
42 DTH WISDOMTREE TR 19,454.0 $1.1M 0.18% -324.0 -1.6% $54.11 +9.1%
43 PCAR PACCAR INC Industrials 8,697.0 $1.0M 0.18% -247.0 -2.8% $120.12 +8.2%
44 KO COCA COLA CO Consumer Defensive 12,419.0 $1.0M 0.17% -114.0 -0.9% $81.27 +13.2%
45 NFLX NETFLIX INC. Communication Services 13,576.0 $969K 0.17% -843.0 -5.8% $71.40 +12.1%
46 ETN EATON CORP PLC Industrials 2,193.0 $934K 0.16% -9K -80.6% $426.12 -4.1%
47 SYK STRYKER CORPORATION Healthcare 2,704.0 $851K 0.15% -97.0 -3.5% $314.84 +4.1%
48 MA MASTERCARD INCORPORATED Financial Services 1,622.0 $833K 0.14% -164.0 -9.2% $513.60 +16.8%
49 XLG INVESCO EXCHANGE TRADED FD T 12,927.0 $792K 0.14% -5K -29.0% $61.23 +1.0%
50 BAC BANK OF AMER CORP Financial Services 13,861.0 $790K 0.14% -2K -12.4% $56.98 +9.4%
51 BA BOEING CO Industrials 3,560.0 $771K 0.13% -193.0 -5.1% $216.47 -2.8%
52 QCOM QUALCOMM INC Technology 4,022.0 $743K 0.13% -1K -21.5% $184.79 -14.2%
53 PEP PEPSICO INC Consumer Defensive 5,224.0 $707K 0.12% -382.0 -6.8% $135.40 +6.8%
54 RTX RTX CORPORATION Industrials 3,556.0 $675K 0.12% -30.0 -0.8% $189.73 +10.3%
55 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,346.0 $669K 0.12% -70.0 -4.9% $496.73 +10.2%
56 NVO NOVO-NORDISK A S Healthcare 13,715.0 $657K 0.11% -1K -7.7% $47.94 -2.1%
57 EFA ISHARES TR 6,287.0 $653K 0.11% -220.0 -3.4% $103.88 +4.0%
58 EMR EMERSON ELEC CO Industrials 4,429.0 $634K 0.11% -31.0 -0.7% $143.15 +10.1%
59 UNP UNION PAC CORP Industrials 2,229.0 $606K 0.10% -100.0 -4.3% $272.00 +13.9%
60 DHR DANAHER CORP DEL Healthcare 3,093.0 $589K 0.10% -56.0 -1.8% $190.48 +13.0%
Page 3 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%