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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DE DEERE & CO Industrials 543.0 $344K 0.06% -37.0 -6.4% $634.33 +2.3%
82 CRM SALESFORCE INC Technology 2,195.0 $344K 0.06% -643.0 -22.7% $156.66 +33.4%
83 PNC PNC FINL SVCS GROUP INC Financial Services 1,235.0 $304K 0.05% -158.0 -11.3% $246.22 -1.0%
84 T AT&T INC Communication Services 14,663.0 $304K 0.05% -12K -45.7% $20.70 +24.1%
85 PSX PHILLIPS 66 Energy 1,673.0 $283K 0.05% -91.0 -5.2% $169.05 +43.1%
86 NSC NORFOLK SOUTHN CORP Industrials 864.0 $272K 0.05% -32.0 -3.6% $314.59 +12.2%
87 AZO AUTOZONE INC Consumer Cyclical 85.0 $272K 0.05% -2.0 -2.3% $3195.94 -5.8%
88 REGN REGENERON PHARMACEUTICALS Healthcare 431.0 $269K 0.05% -63.0 -12.8% $623.54 +32.9%
89 DIA STATE STR SPDR DOW JONES IND Financial Services 500.0 $261K 0.04% -7.0 -1.4% $522.86 +2.1%
90 ADSK AUTODESK INC Technology 1,283.0 $249K 0.04% -8.0 -0.6% $194.42 +30.9%
91 VGK VANGUARD INTL EQUITY INDEX F 2,800.0 $248K 0.04% -200.0 -6.7% $88.55 +4.6%
92 OTIS OTIS WORLDWIDE CORP Industrials 3,394.0 $243K 0.04% -53.0 -1.5% $71.60 +0.8%
93 ISRG INTUITIVE SURGICAL INC Healthcare 580.0 $231K 0.04% -94.0 -13.9% $397.68 -6.1%
94 YUM YUM BRANDS INC Consumer Cyclical 1,388.0 $222K 0.04% -51.0 -3.5% $159.86 -1.6%
95 FISV FISERV INC Technology 4,301.0 $211K 0.04% -275.0 -6.0% $49.05 +8.0%
96 MMM 3M CO Industrials 1,290.0 $209K 0.04% -25.0 -1.9% $161.91 +10.6%
97 LOW LOWES COS INC Consumer Cyclical 939.0 $207K 0.04% -360.0 -27.7% $220.49 -1.6%
Page 5 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%