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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 12 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IBDY ISHARES TR 9,533.0 $245K 0.04% NEW $25.75 -1.7%
222 PWR QUANTA SVCS INC Industrials 340.0 $245K 0.04% NEW $720.04 -11.2%
223 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 740.0 $245K 0.04% $330.46 -1.2%
224 OTIS OTIS WORLDWIDE CORP Industrials 3,394.0 $243K 0.04% -53.0 -1.5% $71.60 -0.2%
225 HSIC SCHEIN HENRY INC Healthcare 2,840.0 $237K 0.04% $83.52 +6.0%
226 KMI KINDER MORGAN INC DEL Energy 7,300.0 $233K 0.04% $31.97 -3.1%
227 ISRG INTUITIVE SURGICAL INC Healthcare 580.0 $231K 0.04% -94.0 -13.9% $397.68 -4.7%
228 ADI ANALOG DEVICES INC Technology 559.0 $222K 0.04% NEW $397.17 -6.1%
229 YUM YUM BRANDS INC Consumer Cyclical 1,388.0 $222K 0.04% -51.0 -3.5% $159.86 -4.3%
230 DUPONT DE NEMOURS INC 1,620.0 $220K 0.04% NEW $135.64
231 FAUG FIRST TR EXCHNG TRADED FD VI 3,850.0 $218K 0.04% $56.50 +1.8%
232 MUSA MURPHY USA INC Consumer Cyclical 396.0 $213K 0.04% NEW $538.87 +5.7%
233 CANADIAN PACIFIC KANSAS CITY 2,450.0 $212K 0.04% NEW $86.65
234 FISV FISERV INC Technology 4,301.0 $211K 0.04% -275.0 -6.0% $49.05 +7.2%
235 MMM 3M CO Industrials 1,290.0 $209K 0.04% -25.0 -1.9% $161.91 +10.5%
236 LOW LOWES COS INC Consumer Cyclical 939.0 $207K 0.04% -360.0 -27.7% $220.49 -2.0%
237 FDX FEDEX CORP Industrials 646.0 $202K 0.04% NEW $313.13 +3.8%
238 LYG LLOYDS BANKING GROUP PLC Financial Services 13,041.0 $76K 0.01% +196.0 +1.5% $5.83 +3.3%
Page 12 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%