Great Diamond Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801112
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$581.8M
Holdings
238
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Great Diamond Partners, LLC disclosed 238 positions worth $581.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 22 new positions and exited 12 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (52.6% of disclosed assets). All figures are sourced directly from Great Diamond Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1801112.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
5.6% weight
Held 10 quarters
ISHARES TR - RUSSELL 3000
5.3% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
4.7% weight
Held 10 quarters
VANGUARD INDEX FDS - EXTEN
2.6% weight
Held 10 quarters
SIMPLIFY EXCHANGE TRADED F
2.1% weight
Held 5 quarters
$CVX7 quarters accumulating
ISHARES TR - ISHS 5-10YR I
6 quarters accumulating
$WM5 quarters accumulating
$CAH5 quarters accumulating
$BNY5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$32.6M87,989 shISHARES TR - RUSSELL 3000 ETF
—Quality
$30.8M72,221 shISHARES TR - CORE MSCI EAFE
—Quality
$27.4M284,116 shVANGUARD INDEX FDS - EXTEND MKT ETF
—Quality
$15.2M61,720 shAMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$12.9M133,492 shSIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF
—Quality
$12.2M603,638 sh- 64.6
Quality
$11.6M78,819 sh DIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$11.2M272,400 sh- 79.8
Quality
$10.3M27,596 sh - 78.6
Quality
$9.0M29,927 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $32.6M | 87,989 |
| ISHARES TR - RUSSELL 3000 ETF | — | $30.8M | 72,221 |
| ISHARES TR - CORE MSCI EAFE | — | $27.4M | 284,116 |
| VANGUARD INDEX FDS - EXTEND MKT ETF | — | $15.2M | 61,720 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $12.9M | 133,492 |
| SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | — | $12.2M | 603,638 |
 PROCTER & GAMBLE Co$PG | 64.6 | $11.6M | 78,819 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $11.2M | 272,400 |
 MICROSOFT CORP$MSFT | 79.8 | $10.3M | 27,596 |
 KLA CORP$KLAC | 78.6 | $9.0M | 29,927 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Great Diamond Partners, LLC's 238 positions.
Showing top 10 of 238 holdings.
Sector Allocation
Other
$306.2M
Technology
$88.0M
Financials
$44.3M
Industrials
$28.3M
Healthcare
$26.1M
Consumer Discretionary
$25.8M
Consumer Staples
$18.8M
Materials
$18.7M
Full Holdings — Great Diamond Partners, LLC (Q2 2026)
All 238 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $32.6M | 5.6% | +2% | — |
| 2 | — | ISHARES TR - RUSSELL 3000 ETF | $30.8M | 5.3% | +0% | — |
| 3 | — | ISHARES TR - CORE MSCI EAFE | $27.4M | 4.7% | +1% | — |
| 4 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $15.2M | 2.6% | +0% | — |
| 5 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $12.9M | 2.2% | +1% | — |
| 6 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $12.2M | 2.1% | +6% | — |
| 7 | $PG | PROCTER & GAMBLE Co | $11.6M | 2.0% | +0% | 64.6 |
| 8 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $11.2M | 1.9% | +2% | — |
| 9 | $MSFT | MICROSOFT CORP | $10.3M | 1.8% | -3% | 79.8 |
| 10 | $KLAC | KLA CORP | $9.0M | 1.6% | +892% | 78.6 |
| 11 | — | PIMCO ETF TR - MULTISECTOR BD | $8.5M | 1.5% | +6% | — |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETF | $8.4M | 1.4% | +499% | — |
| 13 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $8.4M | 1.4% | +1% | — |
| 14 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $8.3M | 1.4% | +1% | — |
| 15 | — | ISHARES TR - AGENCY BOND ETF | $8.1M | 1.4% | +4% | — |
| 16 |  $AAPL | Apple Inc. | $8.0M | 1.4% | -2% | 76.4 |
| 17 | — | ISHARES TR - IBONDS 27 ETF | $7.8M | 1.4% | +90% | — |
| 18 |  $IDXX | IDEXX LABORATORIES INC /DE | $7.5M | 1.3% | -0% | 73.8 |
| 19 |  $GLW | CORNING INC /NY | $7.4M | 1.3% | -11% | 73.7 |
| 20 | — | ISHARES TR - CORE S&P MCP ETF | $7.2M | 1.2% | +1% | — |
| 21 |  $AVGO | Broadcom Inc. | $7.2M | 1.2% | -9% | 84.5 |
| 22 |  $NVDA | NVIDIA CORP | $7.1M | 1.2% | -3% | 85.9 |
| 23 | — | ISHARES TR - 3 7 YR TREAS BD | $7.1M | 1.2% | +5% | — |
| 24 |  $IVZ | Invesco Ltd. | $6.7M | 1.1% | +3% | — |
| 25 |  $GOOG | Alphabet Inc. | $6.5M | 1.1% | -1% | 78.2 |
| 26 |  $GOOGL | Alphabet Inc. | $5.6M | 1.0% | +0% | 78.2 |
| 27 | — | ISHARES TR - IBONDS DEC 29 | $5.5M | 0.9% | +252% | — |
| 28 |  $WSM | WILLIAMS SONOMA INC | $5.3M | 0.9% | +1% | 66.1 |
| 29 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.9M | 0.8% | -3% | — |
| 30 | $WM | WASTE MANAGEMENT INC | $4.8M | 0.8% | +1% | 67.6 |
| 31 | $CAH | CARDINAL HEALTH INC | $4.7M | 0.8% | +1% | 62.4 |
| 32 |  $CAT | CATERPILLAR INC | $4.6M | 0.8% | -1% | 66.5 |
| 33 |  $WELL | WELLTOWER INC. | $4.5M | 0.8% | +0% | 59.8 |
| 34 |  $LLY | ELI LILLY & Co | $4.5M | 0.8% | -0% | 87.5 |
| 35 | $BNY | Bank of New York Mellon Corp | $4.2M | 0.7% | +2% | 74.1 |
| 36 | — | ISHARES TR - IBDS DEC28 ETF | $4.1M | 0.7% | -27% | — |
| 37 |  $PH | Parker-Hannifin Corp | $4.0M | 0.7% | +2% | 65.8 |
| 38 |  $AMZN | AMAZON COM INC | $3.9M | 0.7% | -2% | 68.7 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $3.8M | 0.7% | +0% | 70.7 |
| 40 |  $AMGN | AMGEN INC | $3.7M | 0.6% | -0% | 79.2 |
| 41 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $3.5M | 0.6% | +5% | — |
| 42 | — | ISHARES TR - JPMORGAN USD EMG | $3.5M | 0.6% | +5% | — |
| 43 |  $TPR | TAPESTRY, INC. | $3.4M | 0.6% | +8% | 72.7 |
| 44 | — | ISHARES TR - ISHS 5-10YR INVT | $3.4M | 0.6% | +6% | — |
| 45 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $3.3M | 0.6% | +6% | — |
| 46 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $3.3M | 0.6% | -27% | — |
| 47 |  $UNM | Unum Group | $3.3M | 0.6% | -3% | 52.1 |
| 48 | — | GLOBAL X FDS - DATA CTR DIG ETF | $3.2M | 0.6% | -1% | — |
| 49 |  $CMI | CUMMINS INC | $3.2M | 0.6% | -1% | 58.1 |
| 50 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $3.2M | 0.6% | -38% | — |
| 51 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $3.1M | 0.5% | -22% | — |
| 52 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $3.1M | 0.5% | NEW | — |
| 53 |  $AU | AngloGold Ashanti PLC | $3.1M | 0.5% | +3% | — |
| 54 | — | SPDR SERIES TRUST - ST STR SP BIOT | $3.1M | 0.5% | NEW | — |
| 55 | — | SPDR SERIES TRUST - ST STR SP TELCO | $3.1M | 0.5% | -5% | — |
| 56 | — | GLOBAL X FDS - ARTIFICIAL ETF | $3.0M | 0.5% | NEW | — |
| 57 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $3.0M | 0.5% | +272% | 52.1 |
| 58 |  $HD | HOME DEPOT, INC. | $2.9M | 0.5% | -2% | 60.3 |
| 59 | $IVZ | Invesco Ltd. | $2.9M | 0.5% | +0% | — |
| 60 | — | ISHARES TR - US AER DEF ETF | $2.9M | 0.5% | +1% | — |
| 61 |  $R | RYDER SYSTEM INC | $2.9M | 0.5% | -1% | 57.8 |
| 62 |  $AFL | AFLAC INC | $2.9M | 0.5% | +1% | 61.3 |
| 63 | — | INVESCO EXCHANGE TRADED FD T - BLDG CONSTR ETF | $2.9M | 0.5% | +1% | — |
| 64 |  $BLK | BlackRock, Inc. | $2.8M | 0.5% | +1% | 70 |
| 65 |  $MS | MORGAN STANLEY | $2.8M | 0.5% | +1% | 75.8 |
| 66 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | $2.7M | 0.5% | +5% | — |
| 67 |  $GRMN | GARMIN LTD | $2.7M | 0.5% | +0% | — |
| 68 |  $WMB | WILLIAMS COMPANIES, INC. | $2.7M | 0.5% | +1% | 64.3 |
| 69 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.7M | 0.5% | -3% | 69.8 |
| 70 | — | PGIM ETF TR - AAA CLO ETF | $2.6M | 0.5% | +5% | — |
| 71 |  $NEE | NEXTERA ENERGY INC | $2.6M | 0.4% | -3% | 64.6 |
| 72 |  $VLO | VALERO ENERGY CORP/TX | $2.5M | 0.4% | NEW | 57.8 |
| 73 |  $PAYX | PAYCHEX INC | $2.4M | 0.4% | -1% | 74.6 |
| 74 | — | ISHARES TR - CORE S&P SCP ETF | $2.3M | 0.4% | -0% | — |
| 75 |  $B | BARRICK MINING CORP | $2.1M | 0.4% | +2% | 69.6 |
| 76 |  $V | VISA INC. | $2.1M | 0.4% | -2% | 82.9 |
| 77 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 0.4% | -7% | — |
| 78 |  $TJX | TJX COMPANIES INC /DE/ | $2.0M | 0.3% | -3% | 68.7 |
| 79 |  $ABT | ABBOTT LABORATORIES | $1.9M | 0.3% | -3% | 65.5 |
| 80 |  $AMP | AMERIPRISE FINANCIAL INC | $1.9M | 0.3% | -1% | 68.7 |
| 81 |  $PANW | Palo Alto Networks Inc | $1.9M | 0.3% | -2% | 65.5 |
| 82 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.3% | -0% | 70.3 |
| 83 | — | ISHARES TR - ESG MSCI KLD ETF | $1.8M | 0.3% | +24% | — |
| 84 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.8M | 0.3% | +5% | — |
| 85 |  $META | Meta Platforms, Inc. | $1.8M | 0.3% | -2% | 79.6 |
| 86 |  $EVR | Evercore Inc. | $1.7M | 0.3% | +5% | 76.9 |
| 87 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.6M | 0.3% | -0% | — |
| 88 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.6M | 0.3% | -1% | — |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.3% | -0% | — |
| 90 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.3% | +6% | 69 |
| 91 |  $LRCX | LAM RESEARCH CORP | $1.6M | 0.3% | -3% | 79.4 |
| 92 |  $WMT | Walmart Inc. | $1.6M | 0.3% | -0% | 60.2 |
| 93 |  $COP | CONOCOPHILLIPS | $1.6M | 0.3% | +0% | 70.2 |
| 94 |  $APH | AMPHENOL CORP /DE/ | $1.6M | 0.3% | -0% | 79.3 |
| 95 |  $TSLA | Tesla, Inc. | $1.5M | 0.3% | -2% | 53.9 |
| 96 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +1% | 73.8 |
| 97 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.5M | 0.3% | -3% | — |
| 98 |  $NEM | NEWMONT Corp /DE/ | $1.4M | 0.2% | +6% | 86.8 |
| 99 | $CVX | CHEVRON CORP | $1.4M | 0.2% | +2% | 62.8 |
| 100 |  $ORCL | ORACLE CORP | $1.4M | 0.2% | -2% | 66.2 |
| 101 |  $NOK | NOKIA CORP | $1.4M | 0.2% | NEW | — |
| 102 |  $ABBV | AbbVie Inc. | $1.4M | 0.2% | -50% | 72.6 |
| 103 | — | ISHARES TR - IBONDS 27 TRM TS | $1.3M | 0.2% | +39% | — |
| 104 |  $LIN | LINDE PLC | $1.3M | 0.2% | -2% | — |
| 105 |  $ECL | ECOLAB INC. | $1.3M | 0.2% | -3% | 63.3 |
| 106 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.3M | 0.2% | +1% | — |
| 107 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.2% | -1% | 69.4 |
| 108 | — | ISHARES TR - IBONDS DEC2026 | $1.2M | 0.2% | -71% | — |
| 109 |  $MRK | Merck & Co., Inc. | $1.2M | 0.2% | +13% | 59.9 |
| 110 |  $SHEL | Shell plc | $1.2M | 0.2% | +8% | — |
| 111 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.2M | 0.2% | +316% | — |
| 112 |  $EBAY | EBAY INC | $1.2M | 0.2% | -0% | 66.4 |
| 113 | — | ISHARES TR - IBONDS DEC 2030 | $1.2M | 0.2% | +81% | — |
| 114 | — | ISHARES TR - IBONDS 28 TRM TS | $1.2M | 0.2% | +44% | — |
| 115 |  $WT | WisdomTree, Inc. | $1.1M | 0.2% | +0% | 59.9 |
| 116 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $1.1M | 0.2% | -0% | — |
| 117 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.2% | +1% | 73.4 |
| 118 |  $DELL | Dell Technologies Inc. | $1.1M | 0.2% | NEW | 71.2 |
| 119 | $WT | WisdomTree, Inc. | $1.1M | 0.2% | +0% | 59.9 |
| 120 |  $PCAR | PACCAR INC | $1.0M | 0.2% | +0% | 56.5 |
| 121 | — | ISHARES TR - ESG AWR MSCI USA | $1.0M | 0.2% | +25% | — |
| 122 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.0M | 0.2% | +1% | — |
| 123 | — | ISHARES TR - IBONDS 26 TRM TS | $1.0M | 0.2% | +14% | — |
| 124 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.0M | 0.2% | NEW | — |
| 125 |  $KO | COCA COLA CO | $1.0M | 0.2% | -0% | 69.5 |
| 126 |  $NFLX | NETFLIX INC | $969,326 | 0.2% | -4% | 78.8 |
| 127 |  $ETN | Eaton Corp plc | $934,481 | 0.2% | -3% | — |
| 128 | — | ISHARES TR - ESG AWARE MSCI | $925,362 | 0.2% | +25% | — |
| 129 |  $LVS | LAS VEGAS SANDS CORP | $924,493 | 0.2% | -63% | 70.7 |
| 130 |  $PKG | PACKAGING CORP OF AMERICA | $869,022 | 0.1% | +7% | 63 |
| 131 |  $SYK | STRYKER CORP | $851,327 | 0.1% | -2% | 72.1 |
| 132 |  $CARR | CARRIER GLOBAL Corp | $850,567 | 0.1% | +6% | 56.6 |
| 133 | — | ISHARES TR - ESG AW MSCI EAFE | $841,397 | 0.1% | +28% | — |
| 134 |  $WAT | WATERS CORP /DE/ | $835,964 | 0.1% | +0% | 60.4 |
| 135 |  $MA | Mastercard Inc | $833,059 | 0.1% | -6% | 85.1 |
| 136 | — | ISHARES TR - ISHS 1-5YR INVS | $832,795 | 0.1% | +1% | — |
| 137 | — | ISHARES TR - IBONDS 29 TRM TS | $802,674 | 0.1% | +43% | — |
| 138 | — | ISHARES TR - IBONDS DEC 2031 | $799,910 | 0.1% | +84% | — |
| 139 | $IVZ | Invesco Ltd. | $791,548 | 0.1% | +2% | — |
| 140 |  $BAC | BANK OF AMERICA CORP /DE/ | $789,800 | 0.1% | -5% | 67.6 |
| 141 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $785,175 | 0.1% | +0% | — |
| 142 |  $BA | BOEING CO | $770,633 | 0.1% | -4% | 61.6 |
| 143 |  $QCOM | QUALCOMM INC/DE | $743,225 | 0.1% | -19% | 70.5 |
| 144 |  $PEP | PEPSICO INC | $707,330 | 0.1% | +1% | 63.4 |
| 145 |  $RTX | RTX Corp | $674,680 | 0.1% | -0% | 73.2 |
| 146 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $668,599 | 0.1% | -4% | 75.4 |
| 147 |  $NVO | NOVO NORDISK A S | $657,497 | 0.1% | -7% | — |
| 148 |  $GE | GENERAL ELECTRIC CO | $654,775 | 0.1% | +3% | 73.8 |
| 149 | — | ISHARES TR - MSCI EAFE ETF | $653,094 | 0.1% | -3% | — |
| 150 |  $EMR | EMERSON ELECTRIC CO | $634,011 | 0.1% | -2% | 65.3 |
| 151 | — | ISHARES TR - IBONDS DEC 2032 | $624,848 | 0.1% | +97% | — |
| 152 |  $UNP | UNION PACIFIC CORP | $606,288 | 0.1% | -3% | 69.7 |
| 153 |  $DHR | DANAHER CORP /DE/ | $589,155 | 0.1% | -1% | 64.8 |
| 154 | — | GLOBAL X FDS - US INFR DEV ETF | $581,894 | 0.1% | -1% | — |
| 155 |  $ASML | ASML HOLDING NV | $549,085 | 0.1% | -15% | — |
| 156 |  $INTC | INTEL CORP | $543,021 | 0.1% | NEW | 45.6 |
| 157 |  $MNST | Monster Beverage Corp | $531,063 | 0.1% | -4% | 71.3 |
| 158 |  $MCD | MCDONALDS CORP | $520,262 | 0.1% | -0% | 69 |
| 159 |  $GS | GOLDMAN SACHS GROUP INC | $515,799 | 0.1% | -0% | 73.5 |
| 160 |  $UL | UNILEVER PLC | $514,627 | 0.1% | -2% | — |
| 161 |  $HON | HONEYWELL INTERNATIONAL INC | $514,522 | 0.1% | -49% | 65 |
| 162 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $510,396 | 0.1% | +6% | 70 |
| 163 |  $HONA | Honeywell Aerospace Inc. | $508,042 | 0.1% | NEW | — |
| 164 |  $GEV | GE Vernova Inc. | $500,490 | 0.1% | -1% | 81.1 |
| 165 |  $SNDK | Sandisk Corp | $495,673 | 0.1% | NEW | 87.7 |
| 166 |  $HWM | Howmet Aerospace Inc. | $485,561 | 0.1% | -2% | 73.9 |
| 167 | — | ISHARES TR - CORE S&P500 ETF | $480,787 | 0.1% | +0% | — |
| 168 |  $ACN | Accenture plc | $478,845 | 0.1% | -14% | — |
| 169 | — | GLOBAL X FDS - LITHIUM BTRY ETF | $478,213 | 0.1% | -14% | — |
| 170 | — | ISHARES INC - CORE MSCI EMKT | $476,661 | 0.1% | +11% | — |
| 171 | — | VANGUARD INDEX FDS - SMALL CP ETF | $468,017 | 0.1% | +0% | — |
| 172 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $465,357 | 0.1% | +20% | — |
| 173 |  $SBUX | STARBUCKS CORP | $463,329 | 0.1% | -4% | 58.2 |
| 174 | — | ISHARES TR - US OIL EQ&SV ETF | $461,658 | 0.1% | NEW | — |
| 175 |  $COST | COSTCO WHOLESALE CORP /NEW | $452,767 | 0.1% | +5% | 66.2 |
| 176 | — | VANECK ETF TRUST - RARE EAR STR ETF | $451,085 | 0.1% | NEW | — |
| 177 |  $DIS | Walt Disney Co | $450,884 | 0.1% | -4% | 60.1 |
| 178 |  $ROK | ROCKWELL AUTOMATION, INC | $447,552 | 0.1% | +30% | 63.6 |
| 179 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $440,741 | 0.1% | +0% | 67.5 |
| 180 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $435,092 | 0.1% | -3% | — |
| 181 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $433,004 | 0.1% | -0% | 66.8 |
| 182 |  $INTU | INTUIT INC. | $430,650 | 0.1% | -2% | 79.3 |
| 183 | — | ISHARES TR - IBOND DEC 2030 | $430,486 | 0.1% | +47% | — |
| 184 |  $ROP | ROPER TECHNOLOGIES INC | $427,725 | 0.1% | -23% | 71.9 |
| 185 |  $SHOP | SHOPIFY INC. | $409,678 | 0.1% | -6% | 64.9 |
| 186 |  $MDT | Medtronic plc | $406,640 | 0.1% | +4% | 68.7 |
| 187 |  $SHW | SHERWIN WILLIAMS CO | $400,444 | 0.1% | +2% | 61.3 |
| 188 |  $SLB | SLB LIMITED/NV | $390,098 | 0.1% | +0% | 57.9 |
| 189 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $387,719 | 0.1% | +19% | — |
| 190 |  $NVS | NOVARTIS AG | $387,569 | 0.1% | -2% | — |
| 191 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $385,044 | 0.1% | -13% | 65.1 |
| 192 |  $EQT | EQT Corp | $377,082 | 0.1% | +3% | 83.7 |
| 193 | — | SPDR SERIES TRUST - SP KENSHO CLEAN | $375,266 | 0.1% | +20% | — |
| 194 | — | ISHARES TR - IBONDS DEC 2031 | $371,880 | 0.1% | +46% | — |
| 195 |  $AMT | AMERICAN TOWER CORP /MA/ | $365,415 | 0.1% | -1% | 66.3 |
| 196 |  $ICE | Intercontinental Exchange, Inc. | $362,190 | 0.1% | -6% | 73.7 |
| 197 | — | INVESCO EXCHANGE TRADED FD T - WILDERHIL CLAN | $356,161 | 0.1% | +19% | — |
| 198 | — | AMPLIFY ETF TR - AMPLIFY LITHIUM | $345,302 | 0.1% | +21% | — |
| 199 |  $DE | DEERE & CO | $344,441 | 0.1% | -5% | 55.4 |
| 200 |  $CRM | Salesforce, Inc. | $343,869 | 0.1% | -0% | 77 |
| 201 |  $Q | Qnity Electronics, Inc. | $338,868 | 0.1% | +0% | 68.4 |
| 202 |  $AZN | ASTRAZENECA PLC | $338,282 | 0.1% | -8% | — |
| 203 |  $CTVA | Corteva, Inc. | $309,796 | 0.1% | +0% | 47.2 |
| 204 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $304,082 | 0.1% | -6% | 73.7 |
| 205 |  $T | AT&T INC. | $303,525 | 0.1% | -70% | 65.7 |
| 206 |  $AMAT | APPLIED MATERIALS INC /DE | $289,923 | 0.1% | NEW | 72.3 |
| 207 |  $PSX | Phillips 66 | $282,821 | 0.1% | +0% | 57.8 |
| 208 |  $GLD | SPDR GOLD TRUST | $281,811 | 0.1% | +0% | — |
| 209 |  $XYL | Xylem Inc. | $278,266 | 0.1% | -14% | 65.8 |
| 210 |  $NSC | NORFOLK SOUTHERN CORP | $271,806 | 0.1% | +0% | 63.2 |
| 211 |  $AZO | AUTOZONE INC | $271,655 | 0.1% | +2% | 66.2 |
| 212 |  $MU | MICRON TECHNOLOGY INC | $270,104 | 0.1% | NEW | 86.2 |
| 213 | — | ISHARES TR - IBONDS DEC 2032 | $268,981 | 0.1% | NEW | — |
| 214 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $268,746 | 0.1% | -11% | 71 |
| 215 |  $SO | SOUTHERN CO | $268,084 | 0.1% | -0% | 62 |
| 216 |  $AMD | ADVANCED MICRO DEVICES INC | $266,638 | 0.1% | NEW | 79.8 |
| 217 |  $XEL | XCEL ENERGY INC | $264,829 | 0.1% | +0% | 56.4 |
| 218 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $261,431 | 0.0% | -2% | — |
| 219 |  $ADSK | Autodesk, Inc. | $249,441 | 0.0% | +0% | 78.6 |
| 220 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $247,926 | 0.0% | +8% | — |
| 221 | — | ISHARES TR - IBONDS DEC 2033 | $245,427 | 0.0% | NEW | — |
| 222 |  $PWR | QUANTA SERVICES, INC. | $244,814 | 0.0% | -21% | 72.1 |
| 223 |  $HLT | Hilton Worldwide Holdings Inc. | $244,540 | 0.0% | +0% | 63.3 |
| 224 |  $OTIS | Otis Worldwide Corp | $243,010 | 0.0% | +0% | 61.3 |
| 225 |  $HSIC | HENRY SCHEIN INC | $237,197 | 0.0% | +0% | 58.8 |
| 226 |  $KMI | KINDER MORGAN, INC. | $233,381 | 0.0% | -0% | 71.3 |
| 227 |  $ISRG | INTUITIVE SURGICAL INC | $230,654 | 0.0% | -7% | 79.9 |
| 228 |  $ADI | ANALOG DEVICES INC | $222,018 | 0.0% | NEW | 79.2 |
| 229 |  $YUM | YUM BRANDS INC | $221,886 | 0.0% | -3% | 73.7 |
| 230 |  $DD | DuPont de Nemours, Inc. | $219,737 | 0.0% | -67% | 47 |
| 231 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $217,544 | 0.0% | NEW | — |
| 232 |  $MUSA | Murphy USA Inc. | $213,393 | 0.0% | NEW | 52.7 |
| 233 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $212,293 | 0.0% | NEW | 69.7 |
| 234 |  $FISV | FISERV INC | $210,964 | 0.0% | -10% | 60.7 |
| 235 |  $MMM | 3M CO | $208,864 | 0.0% | NEW | 64.9 |
| 236 |  $LOW | LOWES COMPANIES INC | $207,040 | 0.0% | -13% | 60.8 |
| 237 |  $FDX | FEDEX CORP | $202,282 | 0.0% | +0% | 60.3 |
| 238 |  $LYG | Lloyds Banking Group plc | $76,029 | 0.0% | +0% | — |
New Positions (22)
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF$3.1M
SPDR SERIES TRUST - ST STR SP BIOT$3.1M
GLOBAL X FDS - ARTIFICIAL ETF$3.0M
$VLO VALERO ENERGY CORP/TX$2.5M$NOK NOKIA CORP$1.4M$DELL Dell Technologies Inc.$1.1M VANGUARD WORLD FD - HEALTH CAR ETF$1.0M
$INTC INTEL CORP$543,021$HONA Honeywell Aerospace Inc.$508,042$SNDK Sandisk Corp$495,673 ISHARES TR - US OIL EQ&SV ETF$461,658
VANECK ETF TRUST - RARE EAR STR ETF$451,085
$AMAT APPLIED MATERIALS INC /DE$289,923$MU MICRON TECHNOLOGY INC$270,104 ISHARES TR - IBONDS DEC 2032$268,981
Exited Positions (12)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Great Diamond Partners, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Great Diamond Partners, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Great Diamond Partners, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Great Diamond Partners, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Great Diamond Partners, LLC (SEC CIK: 1801112), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Great Diamond Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.