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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XYL XYLEM INC Industrials 2,345.0 $319K 0.06% -36.0 -1.5% $136.18 -20.5%
102 LOW LOWES COS INC Consumer Cyclical 1,299.0 $313K 0.06% -11.0 -0.8% $241.16 -9.6%
103 FISV FISERV INC Technology 4,576.0 $307K 0.06% -3K -36.6% $67.17 -15.6%
104 ESGE ISHARES INC 6,865.0 $303K 0.06% -712.0 -9.4% $44.17 +16.4%
105 AZO AUTOZONE INC Consumer Cyclical 87.0 $295K 0.06% -4.0 -4.4% $3391.51 -1.3%
106 PNC PNC FINL SVCS GROUP INC Financial Services 1,393.0 $291K 0.06% -108.0 -7.2% $208.73 +2.4%
107 PKG PACKAGING CORP AMER Consumer Cyclical 1,394.0 $287K 0.06% -2K -53.5% $206.23 +2.2%
108 GEV GE VERNOVA INC Utilities 436.0 $285K 0.06% -44.0 -9.2% $653.57 +54.9%
109 DE DEERE & CO Industrials 580.0 $270K 0.05% -8.0 -1.4% $465.57 +21.2%
110 GRID FIRST TR EXCHANGE TRADED FD 1,672.0 $256K 0.05% -181.0 -9.8% $153.02 +20.9%
111 SO SOUTHERN CO Utilities 2,795.0 $244K 0.05% -67.0 -2.3% $87.20 +7.5%
112 XEL XCEL ENERGY INC Utilities 3,292.0 $243K 0.05% -150.0 -4.4% $73.86 +5.7%
113 CGW INVESCO EXCH TRADED FD TR II 3,689.0 $232K 0.04% -228.0 -5.8% $63.01 -2.6%
114 BSX BOSTON SCIENTIFIC CORP Healthcare 2,383.0 $227K 0.04% -175.0 -6.8% $95.35 -40.4%
115 YUM YUM BRANDS INC Consumer Cyclical 1,439.0 $218K 0.04% -56.0 -3.8% $151.28 +0.7%
Page 6 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%