BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
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 5 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE Industrials 1,726.0 $532K 0.10% -15.0 -0.9% $308.03 -2.0%
82 CAT CATERPILLAR INC Industrials 915.0 $524K 0.10% -11.0 -1.2% $572.87 +51.2%
83 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,155.0 $511K 0.10% -145.0 -4.4% $161.96 -6.5%
84 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,850.0 $449K 0.09% -358.0 -5.8% $76.67 +12.6%
85 PAVE GLOBAL X FDS 9,202.0 $440K 0.09% -117.0 -1.3% $47.79 +14.1%
86 IVV ISHARES TR 642.0 $440K 0.09% -5.0 -0.8% $684.94 +8.9%
87 SBUX STARBUCKS CORP Consumer Cyclical 5,006.0 $422K 0.08% -210.0 -4.0% $84.21 +26.5%
88 TMUS T-MOBILE US INC Communication Services 1,997.0 $405K 0.08% -8K -80.5% $203.04 -6.3%
89 AMT AMERICAN TOWER CORP NEW Real Estate 2,258.0 $396K 0.08% -85.0 -3.6% $175.57 +4.7%
90 COST COSTCO WHSL CORP NEW Consumer Defensive 455.0 $392K 0.08% -32.0 -6.6% $862.34 +21.8%
91 ASTRAZENECA PLC 4,262.0 $392K 0.07% -25.0 -0.6% $91.93
92 EBAY EBAY INC. Consumer Cyclical 4,470.0 $389K 0.07% -8K -63.6% $87.10 +34.5%
93 ASML ASML HOLDING N V Technology 362.0 $387K 0.07% -13.0 -3.5% $1069.86 +48.8%
94 ADSK AUTODESK INC Technology 1,291.0 $382K 0.07% -81.0 -5.9% $296.01 -18.9%
95 REGN REGENERON PHARMACEUTICALS Healthcare 494.0 $381K 0.07% -33.0 -6.3% $771.87 -15.8%
96 HOLOGIC INC 4,998.0 $372K 0.07% -1K -18.0% $74.49
97 SHW SHERWIN WILLIAMS CO Basic Materials 1,145.0 $371K 0.07% -336.0 -22.7% $324.03 -5.0%
98 SPGI S&P GLOBAL INC Financial Services 692.0 $362K 0.07% -4.0 -0.6% $522.67 -20.2%
99 NVS NOVARTIS AG Healthcare 2,553.0 $352K 0.07% -79.0 -3.0% $137.87 +10.1%
100 SLB SLB LIMITED Energy 8,420.0 $323K 0.06% -100.0 -1.2% $38.38 +49.2%
Page 5 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%