Great Diamond Partners
Latest statistics and disclosures from Great Diamond Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IWV, IEFA, VXF, AVEM, and represent 20.43% of Great Diamond Partners's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$8.1M), VUG (+$7.0M), IBDU, IBDS, AIRR, XBI, AIQ, VLO, CHRW, NOK.
- Started 24 new stock positions in AMD, AIRR, ADI, SNDK, IBDY, MMM, AMAT, MUSA, VLO, INTC. XBI, MU, DELL, VHT, HONA, REMX, AIQ, DD, IBTM, NOK, IEZ, HON, FAUG, CP.
- Reduced shares in these 10 stocks: , IBDR, XOP, , SHLD, TDIV, LVS, IBDT, ABBV, SMH.
- Sold out of its positions in BKNG, Dupont De Nemours, XOM, SHLD, Hologic, Honeywell International, IAU, SLV, NKE, XME. XOP, ULTA, VZ, WAB.
- Great Diamond Partners was a net buyer of stock by $22M.
- Great Diamond Partners has $582M in assets under management (AUM), dropping by 11.98%.
- Central Index Key (CIK): 0001801112
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Portfolio Holdings for Great Diamond Partners
Great Diamond Partners holds 238 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.6 | $33M | +2% | 88k | 370.04 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 5.3 | $31M | 72k | 426.40 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 4.7 | $27M | 284k | 96.58 |
|
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.6 | $15M | 62k | 246.21 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 2.2 | $13M | 134k | 96.49 |
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| Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) | 2.1 | $12M | +6% | 604k | 20.17 |
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| Procter & Gamble Company (PG) | 2.0 | $12M | 79k | 146.64 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $11M | 272k | 41.25 |
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| Microsoft Corporation (MSFT) | 1.8 | $10M | -3% | 28k | 373.03 |
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| Kla Corp Com New (KLAC) | 1.6 | $9.0M | +892% | 30k | 301.71 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.5 | $8.5M | +5% | 322k | 26.52 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.5 | $8.4M | +498% | 98k | 86.14 |
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| Harbor Etf Trust Comm All Wea Etf (HGER) | 1.4 | $8.4M | 285k | 29.34 |
|
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.4 | $8.3M | 122k | 68.01 |
|
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| Ishares Tr Agency Bond Etf (AGZ) | 1.4 | $8.1M | +3% | 74k | 109.28 |
|
| Apple (AAPL) | 1.4 | $8.0M | -2% | 28k | 289.36 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 1.3 | $7.8M | +90% | 324k | 24.22 |
|
| IDEXX Laboratories (IDXX) | 1.3 | $7.5M | 14k | 526.44 |
|
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| Corning Incorporated (GLW) | 1.3 | $7.4M | -10% | 29k | 255.43 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $7.2M | 93k | 77.11 |
|
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| Broadcom (AVGO) | 1.2 | $7.2M | -9% | 19k | 377.75 |
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| NVIDIA Corporation (NVDA) | 1.2 | $7.1M | -3% | 36k | 200.09 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.2 | $7.1M | +4% | 61k | 117.45 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.1 | $6.7M | +3% | 31k | 212.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $6.5M | 18k | 357.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $5.6M | 16k | 353.33 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.9 | $5.5M | +252% | 236k | 23.16 |
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| Williams-Sonoma (WSM) | 0.9 | $5.3M | 23k | 233.10 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $4.9M | -3% | 10k | 477.57 |
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| Waste Management (WM) | 0.8 | $4.8M | 22k | 222.88 |
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| Cardinal Health (CAH) | 0.8 | $4.7M | 20k | 237.56 |
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| Caterpillar (CAT) | 0.8 | $4.6M | 4.3k | 1064.90 |
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| Welltower Inc Com reit (WELL) | 0.8 | $4.5M | 20k | 226.97 |
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| Eli Lilly & Co. (LLY) | 0.8 | $4.5M | 3.8k | 1199.43 |
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| Bank of New York Mellon Corporation (BNY) | 0.7 | $4.2M | 29k | 144.61 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.7 | $4.1M | -26% | 162k | 25.25 |
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| Parker-Hannifin Corporation (PH) | 0.7 | $4.0M | +2% | 4.1k | 978.12 |
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| Amazon (AMZN) | 0.7 | $3.9M | 16k | 238.34 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $3.8M | 12k | 327.33 |
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| Amgen (AMGN) | 0.6 | $3.7M | 10k | 362.12 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.6 | $3.5M | +4% | 151k | 23.44 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $3.5M | +5% | 37k | 96.44 |
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| Tapestry (TPR) | 0.6 | $3.4M | +7% | 23k | 146.38 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $3.4M | +5% | 64k | 53.17 |
|
| Spdr Series Trust St Term High Etf (SJNK) | 0.6 | $3.3M | +5% | 134k | 25.03 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.6 | $3.3M | -27% | 5.1k | 655.89 |
|
| Unum (UNM) | 0.6 | $3.3M | -3% | 37k | 89.40 |
|
| Global X Fds Data Ctr Dig Etf (DTCR) | 0.6 | $3.2M | 107k | 30.37 |
|
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| Cummins (CMI) | 0.6 | $3.2M | 4.5k | 713.36 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.5 | $3.2M | -38% | 28k | 114.88 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.5 | $3.1M | -21% | 19k | 165.38 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.5 | $3.1M | NEW | 23k | 133.25 |
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| Anglogold Ashanti Com Shs (AU) | 0.5 | $3.1M | +2% | 38k | 80.89 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.5 | $3.1M | NEW | 19k | 158.25 |
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| Spdr Series Trust St Str Sp Telco (XTL) | 0.5 | $3.1M | -4% | 13k | 227.49 |
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| Global X Fds Artificial Etf (AIQ) | 0.5 | $3.0M | NEW | 46k | 65.61 |
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| C H Robinson Worldwide In Com New (CHRW) | 0.5 | $3.0M | +272% | 16k | 188.34 |
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| Home Depot (HD) | 0.5 | $2.9M | -2% | 8.3k | 352.71 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.5 | $2.9M | 50k | 59.15 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.5 | $2.9M | 12k | 242.42 |
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| Ryder System (R) | 0.5 | $2.9M | 11k | 263.77 |
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| AFLAC Incorporated (AFL) | 0.5 | $2.9M | 24k | 117.25 |
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| Invesco Exchange Traded Fd T Bldg Constr Etf (PKB) | 0.5 | $2.9M | 26k | 112.06 |
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| Blackrock (BLK) | 0.5 | $2.8M | 2.9k | 961.57 |
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| Morgan Stanley Com New (MS) | 0.5 | $2.8M | 13k | 209.04 |
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| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.5 | $2.7M | +5% | 55k | 49.09 |
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| Garmin SHS (GRMN) | 0.5 | $2.7M | 11k | 237.54 |
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| Williams Companies (WMB) | 0.5 | $2.7M | 36k | 74.34 |
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| Automatic Data Processing (ADP) | 0.5 | $2.7M | -2% | 12k | 223.95 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.5 | $2.6M | +4% | 51k | 51.27 |
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| Nextera Energy (NEE) | 0.4 | $2.6M | -2% | 29k | 87.77 |
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| Valero Energy Corporation (VLO) | 0.4 | $2.5M | NEW | 9.7k | 260.44 |
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| Paychex (PAYX) | 0.4 | $2.4M | 24k | 98.33 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.3M | 16k | 148.31 |
|
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| Barrick Mng Corp Com Shs (B) | 0.4 | $2.1M | 58k | 36.73 |
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| Visa Com Cl A (V) | 0.4 | $2.1M | 6.1k | 343.11 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.1M | -6% | 2.8k | 746.92 |
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| TJX Companies (TJX) | 0.3 | $2.0M | -3% | 13k | 151.50 |
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| Abbott Laboratories (ABT) | 0.3 | $1.9M | -2% | 21k | 90.74 |
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| Ameriprise Financial (AMP) | 0.3 | $1.9M | 4.2k | 458.76 |
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| Palo Alto Networks (PANW) | 0.3 | $1.9M | -2% | 5.4k | 341.02 |
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| Cisco Systems (CSCO) | 0.3 | $1.8M | 16k | 117.46 |
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| Ishares Tr Esg Msci Kld Etf (DSI) | 0.3 | $1.8M | +24% | 13k | 142.39 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.3 | $1.8M | +4% | 35k | 50.39 |
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| Meta Platforms Cl A (META) | 0.3 | $1.8M | -2% | 3.2k | 563.29 |
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| Evercore Class A (EVR) | 0.3 | $1.7M | +4% | 4.9k | 341.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.6M | 2.4k | 686.81 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.6M | 10k | 158.03 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.6M | 2.2k | 736.49 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.6M | +6% | 6.2k | 253.99 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.6M | -2% | 3.6k | 433.33 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.6M | 14k | 113.26 |
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| ConocoPhillips (COP) | 0.3 | $1.6M | 15k | 103.96 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.6M | 8.8k | 176.32 |
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| Tesla Motors (TSLA) | 0.3 | $1.5M | -2% | 3.7k | 420.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.5M | 3.1k | 500.39 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.5M | -2% | 19k | 79.03 |
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| Newmont Mining Corporation (NEM) | 0.2 | $1.4M | +5% | 15k | 93.40 |
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| Chevron Corporation (CVX) | 0.2 | $1.4M | +2% | 8.4k | 165.76 |
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| Oracle Corporation (ORCL) | 0.2 | $1.4M | 9.5k | 146.55 |
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| Nokia Corp Sponsored Adr (NOK) | 0.2 | $1.4M | NEW | 104k | 13.28 |
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| Abbvie (ABBV) | 0.2 | $1.4M | -50% | 5.4k | 251.64 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $1.3M | +38% | 58k | 22.37 |
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| Linde SHS (LIN) | 0.2 | $1.3M | 2.5k | 518.94 |
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| Ecolab (ECL) | 0.2 | $1.3M | -2% | 4.5k | 278.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.3M | 5.3k | 236.62 |
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| American Express Company (AXP) | 0.2 | $1.3M | 3.7k | 338.25 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $1.2M | -70% | 51k | 24.23 |
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| Merck & Co (MRK) | 0.2 | $1.2M | +13% | 9.6k | 128.50 |
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| Shell Spon Ads (SHEL) | 0.2 | $1.2M | +7% | 16k | 77.54 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.2M | +316% | 15k | 80.57 |
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| eBay (EBAY) | 0.2 | $1.2M | 11k | 111.75 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.2 | $1.2M | +81% | 54k | 21.80 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $1.2M | +43% | 53k | 22.14 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $1.1M | 21k | 53.79 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $1.1M | 25k | 43.50 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | 3.6k | 298.07 |
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| Dell Technologies CL C (DELL) | 0.2 | $1.1M | NEW | 2.4k | 431.46 |
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| Wisdomtree Tr Itl High Div Fd (DTH) | 0.2 | $1.1M | 20k | 54.11 |
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| Paccar (PCAR) | 0.2 | $1.0M | 8.7k | 120.12 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $1.0M | +25% | 6.3k | 163.67 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $1.0M | 17k | 61.46 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.2 | $1.0M | +14% | 45k | 22.89 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.0M | NEW | 3.4k | 299.04 |
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| Coca-Cola Company (KO) | 0.2 | $1.0M | 12k | 81.27 |
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| Netflix (NFLX) | 0.2 | $969k | -4% | 14k | 71.40 |
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| Eaton Corp SHS (ETN) | 0.2 | $935k | -3% | 2.2k | 426.12 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $925k | +24% | 17k | 55.93 |
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| Las Vegas Sands (LVS) | 0.2 | $925k | -62% | 20k | 46.19 |
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| Packaging Corporation of America (PKG) | 0.1 | $869k | +6% | 3.6k | 238.28 |
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| Stryker Corporation (SYK) | 0.1 | $851k | -2% | 2.7k | 314.84 |
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| Carrier Global Corporation (CARR) | 0.1 | $851k | +6% | 12k | 73.35 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $841k | +27% | 8.2k | 102.81 |
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| Waters Corporation (WAT) | 0.1 | $836k | 2.2k | 375.04 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $833k | -6% | 1.6k | 513.60 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $833k | 16k | 52.41 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $803k | +43% | 37k | 21.65 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $800k | +83% | 38k | 20.84 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $792k | 13k | 61.23 |
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| Bank of America Corporation (BAC) | 0.1 | $790k | -5% | 14k | 56.98 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $785k | 9.5k | 82.65 |
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| Boeing Company (BA) | 0.1 | $771k | -3% | 3.6k | 216.47 |
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| Qualcomm (QCOM) | 0.1 | $743k | -19% | 4.0k | 184.79 |
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| Pepsi (PEP) | 0.1 | $707k | 5.2k | 135.40 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $675k | 3.6k | 189.73 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $669k | -4% | 1.3k | 496.73 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $658k | -7% | 14k | 47.94 |
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| Ge Aerospace Com New (GE) | 0.1 | $655k | +2% | 1.8k | 373.73 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $653k | -3% | 6.3k | 103.88 |
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| Emerson Electric (EMR) | 0.1 | $634k | 4.4k | 143.15 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.1 | $625k | +97% | 25k | 25.19 |
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| Union Pacific Corporation (UNP) | 0.1 | $606k | -2% | 2.2k | 272.00 |
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| Danaher Corporation (DHR) | 0.1 | $589k | 3.1k | 190.48 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $582k | 9.9k | 58.92 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $549k | -15% | 276.00 | 1989.44 |
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| Intel Corporation (INTC) | 0.1 | $543k | NEW | 3.9k | 139.63 |
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| Monster Beverage Corp (MNST) | 0.1 | $531k | -4% | 5.5k | 96.12 |
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| McDonald's Corporation (MCD) | 0.1 | $520k | 1.9k | 270.41 |
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| Goldman Sachs (GS) | 0.1 | $516k | 510.00 | 1011.37 |
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| Unilever Spon Adr New (UL) | 0.1 | $515k | -2% | 8.6k | 60.12 |
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| Honeywell International (HON) | 0.1 | $515k | NEW | 2.3k | 223.90 |
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| International Business Machines (IBM) | 0.1 | $510k | +5% | 1.8k | 281.21 |
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| Honeywell Aerospace (HONA) | 0.1 | $508k | NEW | 2.3k | 221.08 |
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| Ge Vernova (GEV) | 0.1 | $501k | 426.00 | 1174.86 |
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| Sandisk Corp (SNDK) | 0.1 | $496k | NEW | 218.00 | 2273.73 |
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| Howmet Aerospace (HWM) | 0.1 | $486k | 1.8k | 268.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $481k | 642.00 | 748.89 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $479k | -14% | 3.8k | 124.44 |
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| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $478k | -13% | 6.1k | 78.28 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $477k | +11% | 5.8k | 82.84 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $468k | 1.5k | 303.12 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $465k | +19% | 8.5k | 54.69 |
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| Starbucks Corporation (SBUX) | 0.1 | $463k | -4% | 4.5k | 102.19 |
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| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.1 | $462k | NEW | 17k | 26.90 |
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| Costco Wholesale Corporation (COST) | 0.1 | $453k | +4% | 484.00 | 935.47 |
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| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.1 | $451k | NEW | 5.1k | 88.50 |
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| Walt Disney Company (DIS) | 0.1 | $451k | -3% | 4.7k | 96.26 |
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| Rockwell Automation (ROK) | 0.1 | $448k | +30% | 904.00 | 495.08 |
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| Mettler-Toledo International (MTD) | 0.1 | $441k | 345.00 | 1277.51 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $435k | -3% | 17k | 25.94 |
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| American Electric Power Company (AEP) | 0.1 | $433k | 3.2k | 136.81 |
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| Intuit (INTU) | 0.1 | $431k | -2% | 1.7k | 261.00 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $431k | +47% | 22k | 19.54 |
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| Roper Industries (ROP) | 0.1 | $428k | -22% | 1.3k | 338.39 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $410k | -5% | 3.6k | 114.18 |
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| Medtronic SHS (MDT) | 0.1 | $407k | +3% | 5.2k | 78.23 |
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| Sherwin-Williams Company (SHW) | 0.1 | $400k | 1.2k | 344.32 |
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| SLB Com Stk (SLB) | 0.1 | $390k | 8.4k | 46.49 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $388k | +18% | 2.0k | 191.75 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $388k | -2% | 2.5k | 156.72 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $385k | -12% | 768.00 | 501.36 |
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| EQT Corporation (EQT) | 0.1 | $377k | +2% | 7.1k | 53.17 |
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| Spdr Series Trust Sp Kensho Clean (CNRG) | 0.1 | $375k | +20% | 3.3k | 113.10 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 0.1 | $372k | +45% | 18k | 20.19 |
|
| American Tower Reit (AMT) | 0.1 | $365k | 2.2k | 163.57 |
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|
| Intercontinental Exchange (ICE) | 0.1 | $362k | -5% | 2.9k | 123.11 |
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| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.1 | $356k | +19% | 9.1k | 39.01 |
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| Amplify Etf Tr Amplify Lithium (BATT) | 0.1 | $345k | +21% | 23k | 15.37 |
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| Deere & Company (DE) | 0.1 | $344k | -4% | 543.00 | 634.33 |
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| salesforce (CRM) | 0.1 | $344k | 2.2k | 156.66 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $339k | 2.1k | 163.31 |
|
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| Astrazeneca Ord (AZN) | 0.1 | $338k | -8% | 1.8k | 189.62 |
|
| Corteva (CTVA) | 0.1 | $310k | 3.7k | 84.69 |
|
|
| PNC Financial Services (PNC) | 0.1 | $304k | -5% | 1.2k | 246.22 |
|
| At&t (T) | 0.1 | $304k | -69% | 15k | 20.70 |
|
| Applied Materials (AMAT) | 0.0 | $290k | NEW | 401.00 | 723.00 |
|
| Phillips 66 (PSX) | 0.0 | $283k | 1.7k | 169.05 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $282k | 765.00 | 368.38 |
|
|
| Xylem (XYL) | 0.0 | $278k | -13% | 2.4k | 118.21 |
|
| Norfolk Southern (NSC) | 0.0 | $272k | 864.00 | 314.59 |
|
|
| AutoZone (AZO) | 0.0 | $272k | +2% | 85.00 | 3195.94 |
|
| Micron Technology (MU) | 0.0 | $270k | NEW | 234.00 | 1154.29 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.0 | $269k | NEW | 12k | 22.70 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $269k | -10% | 431.00 | 623.54 |
|
| Southern Company (SO) | 0.0 | $268k | 2.8k | 95.71 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $267k | NEW | 459.00 | 580.91 |
|
| Xcel Energy (XEL) | 0.0 | $265k | 3.3k | 80.30 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $261k | 500.00 | 522.86 |
|
|
| Autodesk (ADSK) | 0.0 | $249k | 1.3k | 194.42 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $248k | +7% | 2.8k | 88.55 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $245k | NEW | 9.5k | 25.75 |
|
| Quanta Services (PWR) | 0.0 | $245k | -21% | 340.00 | 720.04 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $245k | 740.00 | 330.46 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $243k | 3.4k | 71.60 |
|
|
| Henry Schein (HSIC) | 0.0 | $237k | 2.8k | 83.52 |
|
|
| Kinder Morgan (KMI) | 0.0 | $233k | 7.3k | 31.97 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $231k | -7% | 580.00 | 397.68 |
|
| Analog Devices (ADI) | 0.0 | $222k | NEW | 559.00 | 397.17 |
|
| Yum! Brands (YUM) | 0.0 | $222k | -2% | 1.4k | 159.86 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $220k | NEW | 1.6k | 135.64 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.0 | $218k | NEW | 3.9k | 56.50 |
|
| Murphy Usa (MUSA) | 0.0 | $213k | NEW | 396.00 | 538.87 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $212k | NEW | 2.5k | 86.65 |
|
| Fiserv (FISV) | 0.0 | $211k | -9% | 4.3k | 49.05 |
|
| 3M Company (MMM) | 0.0 | $209k | NEW | 1.3k | 161.91 |
|
| Lowe's Companies (LOW) | 0.0 | $207k | -12% | 939.00 | 220.49 |
|
| FedEx Corporation (FDX) | 0.0 | $202k | 646.00 | 313.13 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $76k | 13k | 5.83 |
|
Past Filings by Great Diamond Partners
SEC 13F filings are viewable for Great Diamond Partners going back to 2019
- Great Diamond Partners 2026 Q2 filed July 17, 2026
- Great Diamond Partners 2026 Q1 filed May 12, 2026
- Great Diamond Partners 2025 Q4 filed Feb. 6, 2026
- Great Diamond Partners 2025 Q3 filed Oct. 20, 2025
- Great Diamond Partners 2025 Q2 filed Aug. 13, 2025
- Great Diamond Partners 2025 Q1 filed May 13, 2025
- Great Diamond Partners 2024 Q4 filed Jan. 23, 2025
- Great Diamond Partners 2024 Q3 filed Oct. 25, 2024
- Great Diamond Partners 2024 Q2 filed July 29, 2024
- Great Diamond Partners 2024 Q1 filed May 8, 2024
- Great Diamond Partners 2023 Q4 filed Feb. 7, 2024
- Great Diamond Partners 2023 Q3 filed Oct. 19, 2023
- Great Diamond Partners 2023 Q2 filed July 17, 2023
- Great Diamond Partners 2023 Q1 filed May 4, 2023
- Great Diamond Partners 2022 Q4 filed Feb. 1, 2023
- Great Diamond Partners 2022 Q3 filed Oct. 24, 2022