BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders
Screener Research
Sign in Register
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 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCOM QUALCOMM INC Technology 5,126.0 $877K 0.17% -197.0 -3.7% $171.05 +14.4%
62 WAT WATERS CORP Healthcare 2,229.0 $847K 0.16% -56.0 -2.5% $379.83 -12.3%
63 IGSB ISHARES TR 15,800.0 $836K 0.16% -571.0 -3.5% $52.88 -1.1%
64 BA BOEING CO Industrials 3,753.0 $815K 0.16% -203.0 -5.1% $217.12 +2.3%
65 PEP PEPSICO INC Consumer Defensive 5,606.0 $805K 0.15% -104.0 -1.8% $143.52 +4.8%
66 VCIT VANGUARD SCOTTSDALE FDS 9,125.0 $764K 0.15% -150.0 -1.6% $83.75 -2.0%
67 NVO NOVO-NORDISK A S Healthcare 14,855.0 $756K 0.14% -131.0 -0.9% $50.88 -13.0%
68 CRM SALESFORCE INC Technology 2,838.0 $752K 0.14% -101.0 -3.4% $264.91 -32.3%
69 ESGU ISHARES TR 4,684.0 $698K 0.13% -451.0 -8.8% $148.98 +8.5%
70 TXN TEXAS INSTRS INC Technology 3,876.0 $672K 0.13% -281.0 -6.8% $173.49 +74.3%
71 T AT&T INC Communication Services 26,988.0 $670K 0.13% -82K -75.2% $24.84 +0.6%
72 SHOP SHOPIFY INC Technology 3,944.0 $635K 0.12% -479.0 -10.8% $160.97 -37.2%
73 EFA ISHARES TR 6,507.0 $625K 0.12% -111.0 -1.7% $96.03 +7.9%
74 SLV ISHARES SILVER TR Financial Services 9,466.0 $610K 0.12% -2K -15.1% $64.42 +6.7%
75 ESGD ISHARES TR 6,028.0 $573K 0.11% -485.0 -7.5% $95.09 +7.7%
76 IAU ISHARES GOLD TR Financial Services 7,047.0 $572K 0.11% -920.0 -11.6% $81.17 +5.4%
77 ESML ISHARES TR 12,405.0 $570K 0.11% -1K -7.7% $45.98 +11.9%
78 DIS DISNEY WALT CO Communication Services 4,824.0 $549K 0.11% -675.0 -12.3% $113.78 -10.1%
79 TMO THERMO FISHER SCIENTIFIC INC Healthcare 938.0 $544K 0.10% -41.0 -4.2% $579.45 -22.7%
80 UNP UNION PAC CORP Industrials 2,329.0 $539K 0.10% -235.0 -9.2% $231.32 +17.4%
Page 4 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%