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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 7 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESGU ISHARES TR 6,309.0 $1.0M 0.18% +2K +34.7% $163.67 +2.5%
122 JEPQ J P MORGAN EXCHANGE TRADED F 16,721.0 $1.0M 0.18% +139.0 +0.8% $61.46 -2.6%
123 ISHARES TR 44,471.0 $1.0M 0.17% +26K +136.4% $22.89
124 VHT VANGUARD WORLD FD 3,387.0 $1.0M 0.17% NEW $299.04 +9.6%
125 KO COCA COLA CO Consumer Defensive 12,419.0 $1.0M 0.17% -114.0 -0.9% $81.27 +12.1%
126 NFLX NETFLIX INC. Communication Services 13,576.0 $969K 0.17% -843.0 -5.8% $71.40 +11.5%
127 ETN EATON CORP PLC Industrials 2,193.0 $934K 0.16% -9K -80.6% $426.12 -1.6%
128 ESML ISHARES TR 16,545.0 $925K 0.16% +4K +33.4% $55.93 -0.2%
129 LVS LAS VEGAS SANDS CORP Consumer Cyclical 20,015.0 $924K 0.16% NEW $46.19 +1.8%
130 PKG PACKAGING CORP AMER Consumer Cyclical 3,647.0 $869K 0.15% +2K +161.6% $238.28 +6.1%
131 SYK STRYKER CORPORATION Healthcare 2,704.0 $851K 0.15% -97.0 -3.5% $314.84 +4.6%
132 CARR CARRIER GLOBAL CORPORATION Industrials 11,596.0 $851K 0.15% +604.0 +5.5% $73.35 -17.7%
133 ESGD ISHARES TR 8,184.0 $841K 0.14% +2K +35.8% $102.81 +4.4%
134 WAT WATERS CORP Healthcare 2,229.0 $836K 0.14% $375.04 +9.5%
135 MA MASTERCARD INCORPORATED Financial Services 1,622.0 $833K 0.14% -164.0 -9.2% $513.60 +13.1%
136 IGSB ISHARES TR 15,890.0 $833K 0.14% +90.0 +0.6% $52.41 -0.6%
137 ISHARES TR 37,075.0 $803K 0.14% +20K +116.0% $21.65
138 IBDW ISHARES TR 38,383.0 $800K 0.14% +24K +165.5% $20.84 -1.2%
139 XLG INVESCO EXCHANGE TRADED FD T 12,927.0 $792K 0.14% -5K -29.0% $61.23 +1.4%
140 BAC BANK OF AMER CORP Financial Services 13,861.0 $790K 0.14% -2K -12.4% $56.98 +8.3%
Page 7 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%