Great Diamond Partners, LLC
CIK: 0001801112SEC EDGAR →
Portfolio Value
$519.7M
Holdings
227
As of
Q4 2025
New Positions
227
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 85,598 | $28.7M | 5.52% |
| 2 | ISHARES TR | 74,019 | $28.6M | 5.51% |
| 3 | ISHARES TR | 288,477 | $25.8M | 4.97% |
| 4 | SPDR S&P 500 ETF TR | 22,915 | $15.6M | 3.01% |
| 5 | VANGUARD INDEX FDS | 30,323 | $14.8M | 2.85% |
| 6 | MICROSOFT CORP | 29,576 | $14.3M | 2.75% |
| 7 | VANGUARD INDEX FDS | 60,878 | $12.7M | 2.45% |
| 8 | PROCTER AND GAMBLE CO | 79,052 | $11.3M | 2.18% |
| 9 | SIMPLIFY EXCHANGE TRADED FUN | 480,607 | $9.9M | 1.91% |
| 10 | IDEXX LABS INC | 14,371 | $9.7M | 1.87% |
Quarterly Changes
New Positions (227)
$28.7M · 86K shares
$28.6M · 74K shares
$25.8M · 288K shares
$15.6M · 23K shares
$14.8M · 30K shares
$14.3M · 30K shares
$12.7M · 61K shares
$11.3M · 79K shares
$9.9M · 481K shares
$9.7M · 14K shares
$9.0M · 116K shares
$7.7M · 28K shares
$7.1M · 64K shares
$6.9M · 37K shares
$6.9M · 20K shares
$6.8M · 256K shares
$6.2M · 20K shares
$6.0M · 50K shares
$6.0M · 105K shares
$5.7M · 30K shares
$5.6M · 85K shares
$5.1M · 16K shares
$4.8M · 188K shares
$4.7M · 24K shares
$4.5M · 21K shares
$4.4M · 46K shares
$4.4M · 4K shares
$4.1M · 18K shares
$3.9M · 22K shares
$3.8M · 6K shares
$3.8M · 31K shares
$3.7M · 18K shares
$3.7M · 152K shares
$3.6M · 19K shares
$3.6M · 11K shares
$3.5M · 143K shares
$3.5M · 4K shares
$3.4M · 40K shares
$3.4M · 10K shares
$3.2M · 13K shares
$3.1M · 27K shares
$3.0M · 31K shares
$3.0M · 3K shares
$3.0M · 9K shares
$2.9M · 54K shares
$2.9M · 9K shares
$2.9M · 37K shares
$2.8M · 133K shares
$2.8M · 22K shares
$2.8M · 13K shares
$2.7M · 15K shares
$2.7M · 21K shares
$2.7M · 17K shares
$2.7M · 24K shares
$2.7M · 2K shares
$2.6M · 10K shares
$2.6M · 31K shares
$2.6M · 103K shares
$2.6M · 24K shares
$2.6M · 40K shares
$2.6M · 46K shares
$2.5M · 36K shares
$2.5M · 19K shares
$2.5M · 31K shares
$2.5M · 23K shares
$2.4M · 26K shares
$2.4M · 55K shares
$2.4M · 10K shares
$2.3M · 13K shares
$2.3M · 24K shares
$2.3M · 10K shares
$2.2M · 6K shares
$2.2M · 43K shares
$2.2M · 11K shares
$2.1M · 4K shares
$2.1M · 3K shares
$2.1M · 35K shares
$2.1M · 11K shares
$2.1M · 17K shares
$2.0M · 18K shares
$2.0M · 13K shares
$1.9M · 6K shares
$1.7M · 4K shares
$1.6M · 6K shares
$1.5M · 19K shares
$1.5M · 3K shares
$1.5M · 2K shares
$1.5M · 10K shares
$1.4M · 15K shares
$1.4M · 16K shares
$1.4M · 11K shares
$1.4M · 4K shares
$1.4M · 14K shares
$1.3M · 13K shares
$1.3M · 2K shares
$1.3M · 4K shares
$1.3M · 10K shares
$1.3M · 55K shares
$1.2M · 8K shares
$1.2M · 5K shares
$1.2M · 6K shares
$1.2M · 16K shares
$1.2M · 5K shares
$1.2M · 5K shares
$1.2M · 26K shares
$1.1M · 3K shares
$1.1M · 18K shares
$1.0M · 2K shares
$1.0M · 19K shares
$1.0M · 14K shares
$1.0M · 20K shares
$1.0M · 2K shares
$1.0M · 3K shares
$989K · 5K shares
$984K · 3K shares
$979K · 9K shares
$975K · 10K shares
$972K · 26K shares
$963K · 17K shares
$908K · 9K shares
$879K · 5K shares
$876K · 5K shares
$876K · 13K shares
$869K · 16K shares
$846K · 2K shares
$835K · 16K shares
$814K · 4K shares
$804K · 6K shares
$764K · 9K shares
$755K · 15K shares
$751K · 3K shares
$720K · 3K shares
$717K · 2K shares
$697K · 5K shares
$672K · 4K shares
$670K · 27K shares
$664K · 4K shares
$659K · 10K shares
$657K · 4K shares
$653K · 1K shares
$641K · 1K shares
$634K · 4K shares
$624K · 7K shares
$609K · 9K shares
$598K · 2K shares
$591K · 4K shares
$585K · 9K shares
$580K · 11K shares
$573K · 6K shares
$572K · 7K shares
$570K · 12K shares
$554K · 6K shares
$548K · 5K shares
$543K · 938 shares
$538K · 2K shares
$531K · 2K shares
$524K · 915 shares
$510K · 3K shares
$502K · 22K shares
$501K · 23K shares
$483K · 5K shares
$480K · 345 shares
$465K · 530 shares
$448K · 6K shares
$439K · 9K shares
$439K · 642 shares
$430K · 19K shares
$421K · 5K shares
$405K · 2K shares
$396K · 2K shares
$394K · 18K shares
$392K · 455 shares
$391K · 4K shares
$389K · 4K shares
$387K · 362 shares
$382K · 1K shares
$381K · 494 shares
$381K · 674 shares
$378K · 1K shares
$378K · 14K shares
$377K · 2K shares
$376K · 17K shares
$372K · 5K shares
$371K · 1K shares
$364K · 3K shares
$361K · 692 shares
$351K · 3K shares
$323K · 8K shares
$319K · 2K shares
$314K · 5K shares
$313K · 1K shares
$307K · 5K shares
$305K · 14K shares
$303K · 7K shares
$303K · 765 shares
$301K · 3K shares
$295K · 87 shares
$290K · 1K shares
$287K · 1K shares
$284K · 436 shares
$271K · 2K shares
$270K · 580 shares
$262K · 49 shares
$258K · 896 shares
$255K · 2K shares
$250K · 3K shares
$247K · 18K shares
$244K · 4K shares
$243K · 3K shares
$243K · 507 shares
$243K · 3K shares
$232K · 4K shares
$229K · 9K shares
$227K · 2K shares
$227K · 2K shares
$224K · 495 shares
$217K · 1K shares
$215K · 7K shares
$214K · 552 shares
$214K · 3K shares
$212K · 741 shares
$210K · 1K shares
$203K · 4K shares
$203K · 4K shares
$201K · 982 shares
$200K · 7K shares
$68K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 88 | $268.3M | 51.6% |
| Technology | 26 | $63.7M | 12.3% |
| Unknown | 12 | $38.3M | 7.4% |
| Healthcare | 22 | $35.8M | 6.9% |
| Industrials | 26 | $30.8M | 5.9% |
| Consumer Cyclical | 16 | $20.9M | 4.0% |
| Consumer Defensive | 7 | $16.4M | 3.2% |
| Communication Services | 7 | $16.3M | 3.1% |
| Energy | 9 | $11.4M | 2.2% |
| Basic Materials | 7 | $10.1M | 1.9% |
| Real Estate | 2 | $4.0M | 0.8% |
| Utilities | 5 | $3.6M | 0.7% |