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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 4 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHLD GLOBAL X FDS 39,536.0 $2.6M 0.49% +197.0 +0.5% $64.79 -1.2%
62 CIBR FIRST TR EXCHANGE TRADED FD 35,673.0 $2.5M 0.49% +3K +10.0% $71.45 +12.5%
63 SKYY FIRST TR EXCHANGE TRADED FD 19,459.0 $2.5M 0.49% +1K +6.1% $130.08 -1.5%
64 NEE NEXTERA ENERGY INC Utilities 30,948.0 $2.5M 0.48% -400.0 -1.3% $80.28 +16.3%
65 IGV ISHARES TR 23,365.0 $2.5M 0.47% +277.0 +1.2% $105.69 -13.0%
66 PKB INVESCO EXCHANGE TRADED FD T 26,458.0 $2.4M 0.47% -142.0 -0.5% $92.59 +6.8%
67 B BARRICK MNG CORP Basic Materials 54,953.0 $2.4M 0.46% NEW $43.55 -9.3%
68 RTH VANECK ETF TRUST 9,546.0 $2.4M 0.46% +157.0 +1.7% $249.50 +5.9%
69 MS MORGAN STANLEY Financial Services 13,233.0 $2.3M 0.45% $177.53 +8.5%
70 MBB ISHARES TR 24,397.0 $2.3M 0.45% +1K +6.3% $95.22 -2.2%
71 ABBV ABBVIE INC Healthcare 9,935.0 $2.3M 0.44% +118.0 +1.2% $228.49 -6.4%
72 V VISA INC Financial Services 6,382.0 $2.2M 0.43% +72.0 +1.1% $350.73 -5.2%
73 PAAA PGIM ETF TR 42,653.0 $2.2M 0.42% +3K +7.8% $51.26 +0.4%
74 GRMN GARMIN LTD Technology 10,641.0 $2.2M 0.41% -72.0 -0.7% $202.85 +11.9%
75 AMP AMERIPRISE FINL INC Financial Services 4,327.0 $2.1M 0.41% -3K -38.5% $490.34 -5.4%
76 META META PLATFORMS INC Communication Services 3,180.0 $2.1M 0.40% -187.0 -5.5% $660.09 -7.4%
77 WMB WILLIAMS COS INC Energy 34,870.0 $2.1M 0.40% $60.11 +29.2%
78 R RYDER SYS INC Industrials 10,920.0 $2.1M 0.40% $191.39 +21.0%
79 IJR ISHARES TR 17,165.0 $2.1M 0.40% -413.0 -2.4% $120.18 +10.8%
80 WMT WALMART INC Consumer Defensive 17,910.0 $2.0M 0.38% -1K -5.6% $111.41 +19.7%
Page 4 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%