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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 10 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AEP AMERICAN ELEC PWR CO INC Utilities 3,165.0 $433K 0.07% $136.81 -11.6%
182 INTU INTUIT Technology 1,650.0 $431K 0.07% -612.0 -27.1% $261.00 +40.6%
183 ISHARES TR 22,031.0 $430K 0.07% NEW $19.54
184 ROP ROPER TECHNOLOGIES INC Industrials 1,264.0 $428K 0.07% -349.0 -21.6% $338.39 +21.7%
185 SHOP SHOPIFY INC Technology 3,588.0 $410K 0.07% -356.0 -9.0% $114.18 +30.7%
186 MDT MEDTRONIC PLC Healthcare 5,198.0 $407K 0.07% +167.0 +3.3% $78.23 +19.3%
187 SHW SHERWIN WILLIAMS CO Basic Materials 1,163.0 $400K 0.07% +18.0 +1.6% $344.32 +0.7%
188 SLB SLB LIMITED Energy 8,391.0 $390K 0.07% $46.49 +15.9%
189 GRID FIRST TR EXCHANGE-TRADED FD 2,022.0 $388K 0.07% +350.0 +20.9% $191.75 -5.6%
190 NVS NOVARTIS AG Healthcare 2,473.0 $388K 0.07% -80.0 -3.1% $156.72 +1.4%
191 TMO THERMO FISHER SCIENTIFIC INC Healthcare 768.0 $385K 0.07% -170.0 -18.1% $501.36 +25.5%
192 EQT EQT CORP Energy 7,092.0 $377K 0.07% -12K -63.1% $53.17 +1.0%
193 CNRG SPDR SERIES TRUST 3,318.0 $375K 0.07% NEW $113.10 -20.5%
194 ISHARES TR 18,419.0 $372K 0.06% NEW $20.19
195 AMT AMERICAN TOWER CORP Real Estate 2,234.0 $365K 0.06% -24.0 -1.1% $163.57 +7.5%
196 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,942.0 $362K 0.06% -213.0 -6.8% $123.11 +31.0%
197 PBW INVESCO EXCHANGE TRADED FD T 9,130.0 $356K 0.06% +2K +29.1% $39.01 -14.7%
198 BATT AMPLIFY ETF TR 22,466.0 $345K 0.06% +5K +25.2% $15.37 +4.0%
199 DE DEERE & CO Industrials 543.0 $344K 0.06% -37.0 -6.4% $634.33 +2.1%
200 CRM SALESFORCE INC Technology 2,195.0 $344K 0.06% -643.0 -22.7% $156.66 +33.5%
Page 10 of 12  ·  238 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%