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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 2 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJH ISHARES TR 85,100.0 $5.6M 1.08% $66.00 +8.0%
22 GOOG ALPHABET INC Communication Services 16,146.0 $5.1M 0.97% -222.0 -1.4% $313.80 +24.0%
23 IBDT ISHARES TR 187,522.0 $4.8M 0.92% +49K +35.4% $25.46 -1.0%
24 ORCL ORACLE CORP Technology 23,867.0 $4.7M 0.90% -330.0 -1.4% $194.91 -5.2%
25 WM WASTE MGMT INC DEL Industrials 20,605.0 $4.5M 0.87% +342.0 +1.7% $219.71 +1.8%
26 TDIV FIRST TR EXCHANGE TRADED FD 45,844.0 $4.4M 0.85% -1K -3.1% $96.84 +14.2%
27 LLY ELI LILLY & CO Healthcare 4,071.0 $4.4M 0.84% -107.0 -2.6% $1074.68 -7.7%
28 AMZN AMAZON COM INC Consumer Cyclical 17,929.0 $4.1M 0.80% -411.0 -2.2% $230.82 +12.9%
29 WSM WILLIAMS SONOMA INC Consumer Cyclical 21,737.0 $3.9M 0.75% $178.59 -6.6%
30 VOO VANGUARD INDEX FDS 6,135.0 $3.8M 0.74% +4K +161.1% $627.13 +7.6%
31 XOM EXXON MOBIL CORP Energy 31,497.0 $3.8M 0.73% $120.34 +32.8%
32 CAH CARDINAL HEALTH INC Healthcare 18,091.0 $3.7M 0.71% +489.0 +2.8% $205.50 -2.6%
33 IBDS ISHARES TR 152,269.0 $3.7M 0.71% +48K +46.7% $24.28 -0.4%
34 WELL WELLTOWER INC Real Estate 19,489.0 $3.6M 0.70% -240.0 -1.2% $185.61 +15.4%
35 ETN EATON CORP PLC Industrials 11,293.0 $3.6M 0.69% -219.0 -1.9% $318.51 +17.3%
36 IBDR ISHARES TR 142,789.0 $3.5M 0.67% +36K +34.0% $24.23 -0.1%
37 PH PARKER-HANNIFIN CORP Industrials 3,932.0 $3.5M 0.67% -51.0 -1.3% $878.96 -3.5%
38 ANGLOGOLD ASHANTI PLC 40,170.0 $3.4M 0.66% +22K +118.0% $85.28
39 AMGN AMGEN INC Healthcare 10,371.0 $3.4M 0.65% -176.0 -1.7% $327.31 -1.4%
40 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,560.0 $3.2M 0.62% -2K -16.6% $257.23 -12.7%
Page 2 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%