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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 12 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 741.0 $213K 0.04% NEW $287.25 +10.6%
222 MMM 3M CO Industrials 1,315.0 $211K 0.04% $160.10 -6.5%
223 FAUG FIRST TR EXCHNG TRADED FD VI 3,850.0 $204K 0.04% NEW $52.95 +5.1%
224 FITB FIFTH THIRD BANCORP Financial Services 4,354.0 $204K 0.04% NEW $46.81 +2.1%
225 AME AMETEK INC Industrials 982.0 $202K 0.04% NEW $205.31 +8.5%
226 KMI KINDER MORGAN INC DEL Energy 7,300.0 $201K 0.04% $27.49 +24.9%
227 LYG LLOYDS BANKING GROUP PLC Financial Services 12,845.0 $68K 0.01% $5.30 -1.4%
Page 12 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%