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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 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WELL WELLTOWER INC Real Estate 19,489.0 $3.6M 0.70% -240.0 -1.2% $185.61 +14.5%
22 ETN EATON CORP PLC Industrials 11,293.0 $3.6M 0.69% -219.0 -1.9% $318.51 +19.9%
23 PH PARKER-HANNIFIN CORP Industrials 3,932.0 $3.5M 0.67% -51.0 -1.3% $878.96 -2.3%
24 AMGN AMGEN INC Healthcare 10,371.0 $3.4M 0.65% -176.0 -1.7% $327.31 +1.1%
25 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,560.0 $3.2M 0.62% -2K -16.6% $257.23 -14.3%
26 HD HOME DEPOT INC Consumer Cyclical 8,619.0 $3.0M 0.57% -188.0 -2.1% $344.09 -12.9%
27 ABT ABBOTT LABS Healthcare 22,268.0 $2.8M 0.54% -326.0 -1.4% $125.29 -29.1%
28 ITA ISHARES TR 12,890.0 $2.8M 0.53% -67.0 -0.5% $214.69 +1.7%
29 ARES ARES MANAGEMENT CORPORATION Financial Services 16,587.0 $2.7M 0.52% -7K -29.6% $161.63 -25.1%
30 ACN ACCENTURE PLC IRELAND Technology 9,867.0 $2.6M 0.51% -787.0 -7.4% $268.30 -34.1%
31 GDX VANECK ETF TRUST 30,768.0 $2.6M 0.51% -7K -17.5% $85.77 -2.3%
32 SJNK SPDR SERIES TRUST 103,328.0 $2.6M 0.50% -4K -4.1% $25.32 -1.7%
33 NEE NEXTERA ENERGY INC Utilities 30,948.0 $2.5M 0.48% -400.0 -1.3% $80.28 +16.3%
34 PKB INVESCO EXCHANGE TRADED FD T 26,458.0 $2.4M 0.47% -142.0 -0.5% $92.59 +6.8%
35 GRMN GARMIN LTD Technology 10,641.0 $2.2M 0.41% -72.0 -0.7% $202.85 +11.9%
36 AMP AMERIPRISE FINL INC Financial Services 4,327.0 $2.1M 0.41% -3K -38.5% $490.34 -5.4%
37 META META PLATFORMS INC Communication Services 3,180.0 $2.1M 0.40% -187.0 -5.5% $660.09 -7.4%
38 IJR ISHARES TR 17,165.0 $2.1M 0.40% -413.0 -2.4% $120.18 +10.8%
39 WMT WALMART INC Consumer Defensive 17,910.0 $2.0M 0.38% -1K -5.6% $111.41 +19.7%
40 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 6,184.0 $1.9M 0.36% -87.0 -1.4% $303.89 +30.3%
Page 2 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%