Diamant Asset Management as of March 31, 2025
Portfolio Holdings for Diamant Asset Management
Diamant Asset Management holds 72 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 20.6 | $27M | 122k | 222.13 | |
| Visa (V) | 7.7 | $10M | 29k | 350.46 | |
| Microsoft Corporation (MSFT) | 5.1 | $6.7M | 18k | 375.39 | |
| Progressive Corporation (PGR) | 4.8 | $6.3M | 22k | 283.01 | |
| Costco Wholesale Corporation (COST) | 4.8 | $6.3M | 6.6k | 945.78 | |
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $5.7M | 37k | 154.64 | |
| Abbvie (ABBV) | 2.9 | $3.9M | 19k | 209.52 | |
| Leidos Holdings (LDOS) | 2.8 | $3.7M | 28k | 134.94 | |
| Pepsi (PEP) | 2.6 | $3.4M | 23k | 149.94 | |
| Johnson & Johnson (JNJ) | 2.4 | $3.2M | 19k | 165.84 | |
| Lincoln Electric Holdings (LECO) | 2.2 | $2.9M | 15k | 189.16 | |
| Colgate-Palmolive Company (CL) | 2.2 | $2.9M | 31k | 93.70 | |
| TJX Companies (TJX) | 2.1 | $2.8M | 23k | 121.80 | |
| McDonald's Corporation (MCD) | 2.0 | $2.7M | 8.6k | 312.37 | |
| Home Depot (HD) | 2.0 | $2.6M | 7.2k | 366.49 | |
| McCormick & Company, Incorporated (MKC) | 1.5 | $2.0M | 24k | 82.31 | |
| Merck & Co (MRK) | 1.4 | $1.8M | 21k | 89.76 | |
| Novo-nordisk A S Adr (NVO) | 1.3 | $1.7M | 25k | 69.44 | |
| Caterpillar (CAT) | 1.2 | $1.6M | 4.9k | 329.80 | |
| Truist Financial Corp equities (TFC) | 1.2 | $1.6M | 39k | 41.15 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $1.5M | 13k | 118.93 | |
| Wal-Mart Stores (WMT) | 1.1 | $1.5M | 17k | 87.79 | |
| Walt Disney Company (DIS) | 1.1 | $1.4M | 15k | 98.70 | |
| Procter & Gamble Company (PG) | 1.0 | $1.3M | 7.5k | 170.42 | |
| Verizon Communications (VZ) | 0.9 | $1.1M | 25k | 45.36 | |
| UnitedHealth (UNH) | 0.8 | $1.1M | 2.1k | 523.75 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $1.1M | 2.9k | 366.54 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $980k | 1.8k | 532.58 | |
| General Electric (GE) | 0.7 | $970k | 4.8k | 200.15 | |
| Chevron Corporation (CVX) | 0.7 | $922k | 5.5k | 167.29 | |
| Packaging Corporation of America (PKG) | 0.7 | $893k | 4.5k | 198.02 | |
| Penske Automotive (PAG) | 0.6 | $852k | 5.9k | 143.98 | |
| HEICO Corporation (HEI) | 0.6 | $831k | 3.1k | 267.19 | |
| Qualcomm (QCOM) | 0.6 | $803k | 5.2k | 153.61 | |
| Ge Healthcare Technologies I (GEHC) | 0.6 | $781k | 9.7k | 80.71 | |
| Union Pacific Corporation (UNP) | 0.6 | $773k | 3.3k | 236.24 | |
| Boeing Company (BA) | 0.6 | $746k | 4.4k | 170.55 | |
| Deere & Company (DE) | 0.6 | $730k | 1.6k | 469.35 | |
| Philip Morris International (PM) | 0.5 | $722k | 4.6k | 158.73 | |
| Zoetis Inc Cl A (ZTS) | 0.5 | $709k | 4.3k | 164.65 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $697k | 2.8k | 245.30 | |
| Eli Lilly & Co. (LLY) | 0.5 | $672k | 814.00 | 825.91 | |
| Consolidated Edison (ED) | 0.5 | $617k | 5.6k | 110.59 | |
| Danaher Corporation (DHR) | 0.4 | $565k | 2.8k | 205.00 | |
| Reynolds Consumer Prods (REYN) | 0.4 | $530k | 22k | 23.86 | |
| SPDR Gold Trust (GLD) | 0.4 | $526k | 1.8k | 288.14 | |
| Church & Dwight (CHD) | 0.4 | $490k | 4.5k | 110.09 | |
| Enterprise Products Partners (EPD) | 0.4 | $487k | 14k | 34.14 | |
| Constellation Brands (STZ) | 0.4 | $467k | 2.5k | 183.52 | |
| Generac Holdings (GNRC) | 0.3 | $457k | 3.6k | 126.65 | |
| Chewy Inc cl a (CHWY) | 0.3 | $426k | 13k | 32.51 | |
| ResMed (RMD) | 0.3 | $425k | 1.9k | 223.85 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $402k | 900.00 | 446.71 | |
| Johnson Controls International Plc equity (JCI) | 0.3 | $400k | 5.0k | 80.11 | |
| International Business Machines (IBM) | 0.3 | $400k | 1.6k | 248.66 | |
| Peak (DOC) | 0.3 | $382k | 19k | 20.22 | |
| FedEx Corporation (FDX) | 0.3 | $380k | 1.6k | 243.78 | |
| Nike (NKE) | 0.3 | $371k | 5.8k | 63.48 | |
| Marriott International (MAR) | 0.3 | $357k | 1.5k | 238.20 | |
| Lowe's Companies (LOW) | 0.3 | $341k | 1.5k | 233.23 | |
| United Parcel Service (UPS) | 0.3 | $337k | 3.1k | 109.99 | |
| Arch Capital Group (ACGL) | 0.3 | $334k | 3.5k | 96.18 | |
| Clorox Company (CLX) | 0.3 | $331k | 2.3k | 147.25 | |
| Waste Management (WM) | 0.3 | $331k | 1.4k | 231.51 | |
| NVIDIA Corporation (NVDA) | 0.2 | $309k | 2.9k | 108.38 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $299k | 600.00 | 497.60 | |
| Goldman Sachs (GS) | 0.2 | $273k | 500.00 | 546.29 | |
| Mondelez Int (MDLZ) | 0.2 | $270k | 4.0k | 67.85 | |
| Pfizer (PFE) | 0.2 | $265k | 11k | 25.34 | |
| AmerisourceBergen (COR) | 0.2 | $259k | 930.00 | 278.09 | |
| ConocoPhillips (COP) | 0.2 | $240k | 2.3k | 105.02 | |
| Dow (DOW) | 0.2 | $232k | 6.7k | 34.92 |