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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 11 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 Q QNITY ELECTRONICS INC Technology 2,075.0 $339K 0.06% NEW $163.31 -21.1%
202 AZN ASTRAZENECA PLC Healthcare 1,784.0 $338K 0.06% NEW $189.62 -12.5%
203 CTVA CORTEVA INC Basic Materials 3,658.0 $310K 0.05% $84.69 -3.4%
204 PNC PNC FINL SVCS GROUP INC Financial Services 1,235.0 $304K 0.05% -158.0 -11.3% $246.22 -1.3%
205 T AT&T INC Communication Services 14,663.0 $304K 0.05% -12K -45.7% $20.70 +22.3%
206 AMAT APPLIED MATLS INC Technology 401.0 $290K 0.05% NEW $723.00 -31.9%
207 PSX PHILLIPS 66 Energy 1,673.0 $283K 0.05% -91.0 -5.2% $169.05 +43.7%
208 GLD SPDR GOLD TR Financial Services 765.0 $282K 0.05% $368.38 +14.9%
209 XYL XYLEM INC Industrials 2,354.0 $278K 0.05% $118.21 -4.1%
210 NSC NORFOLK SOUTHN CORP Industrials 864.0 $272K 0.05% -32.0 -3.6% $314.59 +11.5%
211 AZO AUTOZONE INC Consumer Cyclical 85.0 $272K 0.05% -2.0 -2.3% $3195.94 -7.4%
212 MU MICRON TECHNOLOGY INC Technology 234.0 $270K 0.05% NEW $1154.29 -16.2%
213 ISHARES TR 11,852.0 $269K 0.05% NEW $22.70
214 REGN REGENERON PHARMACEUTICALS Healthcare 431.0 $269K 0.05% -63.0 -12.8% $623.54 +33.8%
215 SO SOUTHERN CO Utilities 2,801.0 $268K 0.05% $95.71 -7.1%
216 AMD ADVANCED MICRO DEVICES INC Technology 459.0 $267K 0.05% NEW $580.91 -18.5%
217 XEL XCEL ENERGY INC Utilities 3,298.0 $265K 0.05% $80.30 -5.0%
218 DIA STATE STR SPDR DOW JONES IND Financial Services 500.0 $261K 0.04% -7.0 -1.4% $522.86 +1.8%
219 ADSK AUTODESK INC Technology 1,283.0 $249K 0.04% -8.0 -0.6% $194.42 +30.6%
220 VGK VANGUARD INTL EQUITY INDEX F 2,800.0 $248K 0.04% -200.0 -6.7% $88.55 +4.7%
Page 11 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%