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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 1 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 85,598.0 $28.7M 5.52% -3K -3.2% $335.27 +7.4%
2 IWV ISHARES TR 74,019.0 $28.6M 5.51% -3K -3.4% $386.85 +7.3%
3 IEFA ISHARES TR 288,477.0 $25.8M 4.97% -106K -26.8% $89.46 +6.6%
4 SPY SPDR S&P 500 ETF TR Financial Services 22,915.0 $15.6M 3.01% -579.0 -2.5% $681.92 +7.6%
5 VUG VANGUARD INDEX FDS 30,323.0 $14.8M 2.85% -954.0 -3.0% $487.86 -82.3%
6 MSFT MICROSOFT CORP Technology 29,576.0 $14.3M 2.75% -296.0 -1.0% $483.62 -12.4%
7 VXF VANGUARD INDEX FDS 60,878.0 $12.7M 2.45% -1K -2.1% $209.12 +6.3%
8 PG PROCTER AND GAMBLE CO Consumer Defensive 79,052.0 $11.3M 2.18% -543.0 -0.7% $143.31 -0.6%
9 IDXX IDEXX LABS INC Healthcare 14,371.0 $9.7M 1.87% -630.0 -4.2% $676.53 -19.3%
10 AAPL APPLE INC Technology 28,251.0 $7.7M 1.48% -559.0 -1.9% $271.86 +10.0%
11 NVDA NVIDIA CORPORATION Technology 37,231.0 $6.9M 1.34% -1K -3.2% $186.50 +19.2%
12 AVGO BROADCOM INC Technology 20,057.0 $6.9M 1.34% -307.0 -1.5% $346.10 +18.8%
13 GOOGL ALPHABET INC Communication Services 19,666.0 $6.2M 1.18% -649.0 -3.2% $313.00 +26.8%
14 FFEB FIRST TR EXCHNG TRADED FD VI 105,319.0 $6.0M 1.15% -5K -4.7% $56.62 +6.3%
15 RSP INVESCO EXCHANGE TRADED FD T 29,975.0 $5.7M 1.10% -449.0 -1.5% $191.56 +5.3%
16 GOOG ALPHABET INC Communication Services 16,146.0 $5.1M 0.97% -222.0 -1.4% $313.80 +25.3%
17 ORCL ORACLE CORP Technology 23,867.0 $4.7M 0.90% -330.0 -1.4% $194.91 -4.3%
18 TDIV FIRST TR EXCHANGE TRADED FD 45,844.0 $4.4M 0.85% -1K -3.1% $96.84 +13.8%
19 LLY ELI LILLY & CO Healthcare 4,071.0 $4.4M 0.84% -107.0 -2.6% $1074.68 -8.1%
20 AMZN AMAZON COM INC Consumer Cyclical 17,929.0 $4.1M 0.80% -411.0 -2.2% $230.82 +12.4%
Page 1 of 6  ·  115 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%