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Portfolio (Quarterly) Guide ↗

Great Diamond Partners, LLC

· CIK 0001801112
13F Portfolio $516M AUM Filed Oct 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 225 New
Page 5 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 4,011.0 $1.8M 0.35% NEW $444.72 -9.6%
82 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 6,271.0 $1.8M 0.34% NEW $279.29 +40.0%
83 VCSH VANGUARD SCOTTSDALE FDS 19,600.0 $1.6M 0.30% NEW $79.93 -1.6%
84 BERKSHIRE HATHAWAY INC DEL 3,035.0 $1.5M 0.30% NEW $502.74
85 IBM INTERNATIONAL BUSINESS MACHS Technology 5,393.0 $1.5M 0.29% NEW $282.16 -20.7%
86 INTU INTUIT Technology 2,227.0 $1.5M 0.29% NEW $682.91 -39.3%
87 COP CONOCOPHILLIPS Energy 15,764.0 $1.5M 0.29% NEW $94.59 +32.1%
88 VOO VANGUARD INDEX FDS 2,350.0 $1.4M 0.28% NEW $612.38 +10.2%
89 SPDW SPDR INDEX SHS FDS 33,305.0 $1.4M 0.28% NEW $42.79 +14.7%
90 DSI ISHARES TR 10,510.0 $1.3M 0.26% NEW $125.95 +11.3%
91 VYM VANGUARD WHITEHALL FDS 9,362.0 $1.3M 0.26% NEW $140.95 +10.3%
92 QQQ INVESCO QQQ TR Financial Services 2,183.0 $1.3M 0.25% NEW $600.39 +16.9%
93 ITW ILLINOIS TOOL WKS INC Industrials 4,985.0 $1.3M 0.25% NEW $260.76 -6.0%
94 ECL ECOLAB INC Basic Materials 4,745.0 $1.3M 0.25% NEW $273.86 -10.8%
95 ANGLOGOLD ASHANTI PLC 18,425.0 $1.3M 0.25% NEW $70.33
96 AXP AMERICAN EXPRESS CO Financial Services 3,811.0 $1.3M 0.25% NEW $332.16 -7.1%
97 CVX CHEVRON CORP NEW Energy 8,065.0 $1.3M 0.24% NEW $155.29 +24.9%
98 EVR EVERCORE INC Financial Services 3,675.0 $1.2M 0.24% NEW $337.32 -3.1%
99 LIN LINDE PLC Basic Materials 2,551.0 $1.2M 0.23% NEW $475.00 +6.6%
100 VIG VANGUARD SPECIALIZED FUNDS 5,608.0 $1.2M 0.23% NEW $215.79 +6.2%
Page 5 of 12  ·  225 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 24.9%
Financial Services 19.2%
Industrials 12.4%
Healthcare 12.2%
Consumer Cyclical 8.6%
Communication Services 7.5%
Consumer Defensive 6.7%
Energy 4.2%
Real Estate 1.5%
Utilities 1.4%