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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 8 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VCIT VANGUARD SCOTTSDALE FDS 9,500.0 $785K 0.14% +375.0 +4.1% $82.65 -1.9%
142 BA BOEING CO Industrials 3,560.0 $771K 0.13% -193.0 -5.1% $216.47 -1.0%
143 QCOM QUALCOMM INC Technology 4,022.0 $743K 0.13% -1K -21.5% $184.79 -13.0%
144 PEP PEPSICO INC Consumer Defensive 5,224.0 $707K 0.12% -382.0 -6.8% $135.40 +6.0%
145 RTX RTX CORPORATION Industrials 3,556.0 $675K 0.12% -30.0 -0.8% $189.73 +10.6%
146 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,346.0 $669K 0.12% -70.0 -4.9% $496.73 +10.3%
147 NVO NOVO-NORDISK A S Healthcare 13,715.0 $657K 0.11% -1K -7.7% $47.94 -2.5%
148 GE GE AEROSPACE Industrials 1,752.0 $655K 0.11% +26.0 +1.5% $373.73 -6.8%
149 EFA ISHARES TR 6,287.0 $653K 0.11% -220.0 -3.4% $103.88 +4.2%
150 EMR EMERSON ELEC CO Industrials 4,429.0 $634K 0.11% -31.0 -0.7% $143.15 +9.8%
151 IBDX ISHARES TR 24,805.0 $625K 0.11% +16K +176.5% $25.19 -1.4%
152 UNP UNION PAC CORP Industrials 2,229.0 $606K 0.10% -100.0 -4.3% $272.00 +13.3%
153 DHR DANAHER CORP DEL Healthcare 3,093.0 $589K 0.10% -56.0 -1.8% $190.48 +14.9%
154 PAVE GLOBAL X FDS 9,876.0 $582K 0.10% +674.0 +7.3% $58.92 -4.3%
155 ASML ASML HLDG NV Technology 276.0 $549K 0.09% -86.0 -23.8% $1989.44 -11.3%
156 INTC INTEL CORP Technology 3,889.0 $543K 0.09% NEW $139.63 -35.5%
157 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,525.0 $531K 0.09% -325.0 -5.6% $96.12 -50.3%
158 MCD MCDONALDS CORP Consumer Cyclical 1,924.0 $520K 0.09% -33.0 -1.7% $270.41 +0.2%
159 GS GOLDMAN SACHS GROUP INC Financial Services 510.0 $516K 0.09% -20.0 -3.8% $1011.37 +2.8%
160 UNILEVER PLC 8,560.0 $515K 0.09% -394.0 -4.4% $60.12
Page 8 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%