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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 1 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 85,598.0 $28.7M 5.52% -3K -3.2% $335.27 +8.1%
2 IWV ISHARES TR 74,019.0 $28.6M 5.51% -3K -3.4% $386.85 +7.9%
3 IEFA ISHARES TR 288,477.0 $25.8M 4.97% -106K -26.8% $89.46 +7.4%
4 SPY SPDR S&P 500 ETF TR Financial Services 22,915.0 $15.6M 3.01% -579.0 -2.5% $681.92 +8.3%
5 VUG VANGUARD INDEX FDS 30,323.0 $14.8M 2.85% -954.0 -3.0% $487.86 -82.2%
6 MSFT MICROSOFT CORP Technology 29,576.0 $14.3M 2.75% -296.0 -1.0% $483.62 -12.8%
7 VXF VANGUARD INDEX FDS 60,878.0 $12.7M 2.45% -1K -2.1% $209.12 +7.1%
8 PG PROCTER AND GAMBLE CO Consumer Defensive 79,052.0 $11.3M 2.18% -543.0 -0.7% $143.31 -1.2%
9 AGGH SIMPLIFY EXCHANGE TRADED FUN 480,607.0 $9.9M 1.91% +20K +4.2% $20.70 -2.7%
10 IDXX IDEXX LABS INC Healthcare 14,371.0 $9.7M 1.87% -630.0 -4.2% $676.53 -21.8%
11 AVEM AMERICAN CENTY ETF TR 116,438.0 $9.0M 1.73% NEW $77.02 +18.8%
12 AAPL APPLE INC Technology 28,251.0 $7.7M 1.48% -559.0 -1.9% $271.86 +9.6%
13 AGZ ISHARES TR 64,417.0 $7.1M 1.37% +826.0 +1.3% $110.25 -1.4%
14 NVDA NVIDIA CORPORATION Technology 37,231.0 $6.9M 1.34% -1K -3.2% $186.50 +20.8%
15 AVGO BROADCOM INC Technology 20,057.0 $6.9M 1.34% -307.0 -1.5% $346.10 +21.6%
16 PYLD PIMCO ETF TR 256,220.0 $6.8M 1.31% +13K +5.3% $26.68 -1.8%
17 GOOGL ALPHABET INC Communication Services 19,666.0 $6.2M 1.18% -649.0 -3.2% $313.00 +26.8%
18 IEI ISHARES TR 50,482.0 $6.0M 1.16% +671.0 +1.4% $119.35 -2.0%
19 FFEB FIRST TR EXCHNG TRADED FD VI 105,319.0 $6.0M 1.15% -5K -4.7% $56.62 +6.3%
20 RSP INVESCO EXCHANGE TRADED FD T 29,975.0 $5.7M 1.10% -449.0 -1.5% $191.56 +5.9%
Page 1 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%