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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 11 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NOW SERVICENOW INC Technology 1,773.0 $272K 0.05% +1K +364.1% $153.19 -32.5%
202 DE DEERE & CO Industrials 580.0 $270K 0.05% -8.0 -1.4% $465.57 +21.2%
203 BKNG BOOKING HOLDINGS INC Consumer Cyclical 49.0 $262K 0.05% +9.0 +22.5% $5355.33 -97.1%
204 NSC NORFOLK SOUTHN CORP Industrials 896.0 $259K 0.05% +28.0 +3.2% $288.72 +10.9%
205 GRID FIRST TR EXCHANGE TRADED FD 1,672.0 $256K 0.05% -181.0 -9.8% $153.02 +20.9%
206 VGK VANGUARD INTL EQUITY INDEX F 3,000.0 $251K 0.05% $83.61 +3.3%
207 BATT AMPLIFY ETF TR 17,947.0 $248K 0.05% NEW $13.80 +15.7%
208 CTVA CORTEVA INC Basic Materials 3,647.0 $244K 0.05% $67.03 +21.0%
209 SO SOUTHERN CO Utilities 2,795.0 $244K 0.05% -67.0 -2.3% $87.20 +7.5%
210 DIA SPDR DOW JONES INDL AVERAGE Financial Services 507.0 $243K 0.05% +3.0 +0.6% $480.23 +2.9%
211 XEL XCEL ENERGY INC Utilities 3,292.0 $243K 0.05% -150.0 -4.4% $73.86 +5.7%
212 CGW INVESCO EXCH TRADED FD TR II 3,689.0 $232K 0.04% -228.0 -5.8% $63.01 -2.6%
213 IBDX ISHARES TR 8,970.0 $229K 0.04% NEW $25.53 -2.4%
214 PSX PHILLIPS 66 Energy 1,764.0 $228K 0.04% $129.04 +39.3%
215 BSX BOSTON SCIENTIFIC CORP Healthcare 2,383.0 $227K 0.04% -175.0 -6.8% $95.35 -40.4%
216 TYL TYLER TECHNOLOGIES INC Technology 495.0 $225K 0.04% $453.95 -29.3%
217 YUM YUM BRANDS INC Consumer Cyclical 1,439.0 $218K 0.04% -56.0 -3.8% $151.28 +0.7%
218 PBW INVESCO EXCHANGE TRADED FD T 7,070.0 $216K 0.04% NEW $30.54 +24.4%
219 ROK ROCKWELL AUTOMATION INC Industrials 552.0 $215K 0.04% NEW $389.07 +12.2%
220 HSIC HENRY SCHEIN INC Healthcare 2,840.0 $215K 0.04% NEW $75.58 -3.8%
Page 11 of 12  ·  227 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%