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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 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPHY SPDR SERIES TRUST 151,055.0 $3.5M 0.61% NEW $23.44 -0.6%
42 EMB ISHARES TR 36,556.0 $3.5M 0.61% +5K +17.1% $96.44 -1.8%
43 TPR TAPESTRY INC Consumer Cyclical 23,282.0 $3.4M 0.59% +2K +10.3% $146.38 -11.1%
44 IGIB ISHARES TR 63,843.0 $3.4M 0.58% +10K +18.8% $53.17 -1.9%
45 SJNK SPDR SERIES TRUST 133,807.0 $3.3M 0.58% +30K +29.5% $25.03 -0.6%
46 SMH VANECK ETF TRUST 5,055.0 $3.3M 0.57% NEW $655.89 -14.6%
47 UNM UNUM GROUP Financial Services 36,539.0 $3.3M 0.56% -269.0 -0.7% $89.40 -1.8%
48 DTCR GLOBAL X FDS 106,710.0 $3.2M 0.56% NEW $30.37 -6.8%
49 CMI CUMMINS INC Industrials 4,523.0 $3.2M 0.56% NEW $713.36 -17.6%
50 TDIV FIRST TR EXCHANGE TRADED FD 27,848.0 $3.2M 0.55% -18K -39.2% $114.88 -0.2%
51 QTUM ETF SER SOLUTIONS 18,902.0 $3.1M 0.54% NEW $165.38 -9.0%
52 AIRR FIRST TR EXCHANGE TRADED FD 23,338.0 $3.1M 0.54% NEW $133.25 -13.5%
53 ANGLOGOLD ASHANTI PLC 38,319.0 $3.1M 0.53% -2K -4.6% $80.89
54 XBI SPDR SERIES TRUST 19,315.0 $3.1M 0.53% NEW $158.25 +4.7%
55 XTL SPDR SERIES TRUST 13,418.0 $3.1M 0.53% NEW $227.49 -6.5%
56 AIQ GLOBAL X FDS 46,389.0 $3.0M 0.52% NEW $65.61 -3.3%
57 CHRW C H ROBINSON WORLDWIDE IN Industrials 15,752.0 $3.0M 0.51% NEW $188.34 -24.8%
58 HD HOME DEPOT INC Consumer Cyclical 8,340.0 $2.9M 0.51% -279.0 -3.2% $352.71 -4.8%
59 TAN INVESCO EXCH TRADED FD TR II 49,705.0 $2.9M 0.51% NEW $59.15 -16.6%
60 ITA ISHARES TR 11,975.0 $2.9M 0.50% -915.0 -7.1% $242.42 -2.1%
Page 3 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%