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Portfolio (Quarterly) Guide ↗

Great Diamond Partners, LLC

· CIK 0001801112
13F Portfolio $520M AUM 227 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 56 Added 115 Reduced 15 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 9,807.0 $659K 0.13% +1K +12.6% $67.22 +16.8%
42 RTX RTX CORPORATION Industrials 3,586.0 $658K 0.13% +300.0 +9.1% $183.40 -4.1%
43 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,416.0 $642K 0.12% +44.0 +3.2% $453.36 -3.7%
44 MCD MCDONALDS CORP Consumer Cyclical 1,957.0 $598K 0.12% +28.0 +1.4% $305.58 -7.6%
45 ISHARES TR 22,356.0 $502K 0.10% +7K +46.6% $22.47
46 GS GOLDMAN SACHS GROUP INC Financial Services 530.0 $466K 0.09% +12.0 +2.3% $879.00 +7.7%
47 ISHARES TR 18,809.0 $430K 0.08% +7K +63.4% $22.88
48 ISHARES TR 17,627.0 $394K 0.08% +7K +62.9% $22.37
49 ISRG INTUITIVE SURGICAL INC Healthcare 674.0 $382K 0.07% +8.0 +1.2% $566.36 -22.3%
50 CTA SIMPLIFY EXCHANGE TRADED FUN 13,869.0 $378K 0.07% +2K +14.4% $27.26 +18.6%
51 HWM HOWMET AEROSPACE INC Industrials 1,842.0 $378K 0.07% +313.0 +20.5% $205.02 +25.3%
52 ISHARES TR 17,161.0 $377K 0.07% +3K +22.4% $21.94
53 NOW SERVICENOW INC Technology 1,773.0 $272K 0.05% +1K +364.1% $153.19 -32.5%
54 BKNG BOOKING HOLDINGS INC Consumer Cyclical 49.0 $262K 0.05% +9.0 +22.5% $5355.33 -97.1%
55 NSC NORFOLK SOUTHN CORP Industrials 896.0 $259K 0.05% +28.0 +3.2% $288.72 +10.9%
56 DIA SPDR DOW JONES INDL AVERAGE Financial Services 507.0 $243K 0.05% +3.0 +0.6% $480.23 +2.9%
Page 3 of 3  ·  56 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 24.5%
Financial Services 19.0%
Healthcare 13.8%
Industrials 12.0%
Consumer Cyclical 8.3%
Communication Services 6.3%
Consumer Defensive 6.2%
Energy 4.4%
Basic Materials 2.6%
Real Estate 1.6%