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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 9 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDT MEDTRONIC PLC Healthcare 5,031.0 $483K 0.09% $96.06 -19.5%
162 MTD METTLER TOLEDO INTERNATIONAL Healthcare 345.0 $481K 0.09% $1394.19 -22.9%
163 GS GOLDMAN SACHS GROUP INC Financial Services 530.0 $466K 0.09% +12.0 +2.3% $879.00 +7.7%
164 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,850.0 $449K 0.09% -358.0 -5.8% $76.67 +15.5%
165 PAVE GLOBAL X FDS 9,202.0 $440K 0.09% -117.0 -1.3% $47.79 +12.5%
166 IVV ISHARES TR 642.0 $440K 0.09% -5.0 -0.8% $684.94 +7.6%
167 ISHARES TR 18,809.0 $430K 0.08% +7K +63.4% $22.88
168 SBUX STARBUCKS CORP Consumer Cyclical 5,006.0 $422K 0.08% -210.0 -4.0% $84.21 +26.6%
169 TMUS T-MOBILE US INC Communication Services 1,997.0 $405K 0.08% -8K -80.5% $203.04 -6.1%
170 AMT AMERICAN TOWER CORP NEW Real Estate 2,258.0 $396K 0.08% -85.0 -3.6% $175.57 +4.2%
171 ISHARES TR 17,627.0 $394K 0.08% +7K +62.9% $22.37
172 COST COSTCO WHSL CORP NEW Consumer Defensive 455.0 $392K 0.08% -32.0 -6.6% $862.34 +21.6%
173 ASTRAZENECA PLC 4,262.0 $392K 0.07% -25.0 -0.6% $91.93
174 EBAY EBAY INC. Consumer Cyclical 4,470.0 $389K 0.07% -8K -63.6% $87.10 +31.4%
175 ASML ASML HOLDING N V Technology 362.0 $387K 0.07% -13.0 -3.5% $1069.86 +36.4%
176 ADSK AUTODESK INC Technology 1,291.0 $382K 0.07% -81.0 -5.9% $296.01 -17.5%
177 ISRG INTUITIVE SURGICAL INC Healthcare 674.0 $382K 0.07% +8.0 +1.2% $566.36 -22.3%
178 REGN REGENERON PHARMACEUTICALS Healthcare 494.0 $381K 0.07% -33.0 -6.3% $771.87 -18.4%
179 VB VANGUARD INDEX FDS 1,467.0 $378K 0.07% $257.95 +8.2%
180 CTA SIMPLIFY EXCHANGE TRADED FUN 13,869.0 $378K 0.07% +2K +14.4% $27.26 +18.6%
Page 9 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%