Diamant Asset Management as of June 30, 2025
Portfolio Holdings for Diamant Asset Management
Diamant Asset Management holds 71 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple Stock (AAPL) | 18.7 | $25M | 120k | 205.17 | |
| Visa Inc Com Cl A Stock (V) | 7.6 | $10M | 28k | 355.05 | |
| Microsoft Corp Stock (MSFT) | 6.7 | $8.9M | 18k | 497.41 | |
| Costco Whsl Corp Stock (COST) | 4.9 | $6.5M | 6.6k | 989.94 | |
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 4.8 | $6.3M | 36k | 176.23 | |
| Progressive Corp Stock (PGR) | 4.4 | $5.8M | 22k | 266.86 | |
| Leidos Holdings Stock (LDOS) | 3.3 | $4.3M | 28k | 157.76 | |
| Abbvie Stock (ABBV) | 2.6 | $3.4M | 18k | 185.62 | |
| Lincoln Elec Hldgs Stock (LECO) | 2.4 | $3.2M | 15k | 207.32 | |
| Pepsico Stock (PEP) | 2.3 | $3.0M | 23k | 132.04 | |
| Johnson & Johnson Stock (JNJ) | 2.2 | $3.0M | 19k | 152.75 | |
| Tjx Cos Stock (TJX) | 2.2 | $2.9M | 23k | 123.49 | |
| Colgate Palmolive Stock (CL) | 2.1 | $2.8M | 31k | 90.90 | |
| Home Depot Stock (HD) | 2.0 | $2.6M | 7.2k | 366.64 | |
| Mcdonalds Corp Stock (MCD) | 1.9 | $2.5M | 8.6k | 292.17 | |
| Caterpillar Stock (CAT) | 1.4 | $1.9M | 4.9k | 388.21 | |
| Disney Walt Stock (DIS) | 1.4 | $1.9M | 15k | 124.01 | |
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 1.3 | $1.8M | 23k | 75.82 | |
| Walmart Stock (WMT) | 1.3 | $1.7M | 17k | 97.78 | |
| Truist Finl Corp Stock (TFC) | 1.3 | $1.7M | 38k | 42.99 | |
| Novo-nordisk A S Adr (NVO) | 1.3 | $1.6M | 24k | 69.02 | |
| Merck & Co Stock (MRK) | 1.2 | $1.5M | 20k | 79.16 | |
| Ulta Beauty Stock (ULTA) | 1.0 | $1.4M | 2.9k | 467.82 | |
| Exxon Mobil Corp Stock (XOM) | 1.0 | $1.4M | 13k | 107.80 | |
| Ge Aerospace Stock (GE) | 0.9 | $1.2M | 4.8k | 257.39 | |
| Procter And Gamble Stock (PG) | 0.9 | $1.2M | 7.5k | 159.32 | |
| Verizon Communications Stock (VZ) | 0.8 | $1.1M | 24k | 43.27 | |
| Heico Corp Stock (HEI) | 0.8 | $1.0M | 3.1k | 328.00 | |
| Penske Automotive Grp Stock (PAG) | 0.8 | $1.0M | 5.9k | 171.81 | |
| Boeing Stock (BA) | 0.7 | $917k | 4.4k | 209.53 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.7 | $894k | 1.8k | 485.77 | |
| Packaging Corp Amer Stock (PKG) | 0.6 | $850k | 4.5k | 188.45 | |
| Philip Morris Intl Stock (PM) | 0.6 | $829k | 4.6k | 182.13 | |
| Jpmorgan Chase & Co Stock (JPM) | 0.6 | $824k | 2.8k | 289.91 | |
| Deere & Co Stock (DE) | 0.6 | $791k | 1.6k | 508.49 | |
| Chevron Corp Stock (CVX) | 0.6 | $789k | 5.5k | 143.19 | |
| Qualcomm Stock (QCOM) | 0.6 | $753k | 4.7k | 159.26 | |
| Union Pac Corp Stock (UNP) | 0.6 | $752k | 3.3k | 230.08 | |
| Ge Healthcare Technologies Stock (GEHC) | 0.5 | $673k | 9.1k | 74.07 | |
| Unitedhealth Group Stock (UNH) | 0.5 | $646k | 2.1k | 311.97 | |
| Eli Lilly & Co Stock (LLY) | 0.5 | $635k | 814.00 | 779.53 | |
| Consolidated Edison Stock (ED) | 0.4 | $560k | 5.6k | 100.35 | |
| Chewy Inc Cl A Stock (CHWY) | 0.4 | $558k | 13k | 42.62 | |
| Spdr Gold Shares Etf (GLD) | 0.4 | $556k | 1.8k | 304.83 | |
| Johnson Ctls Intl Stock (JCI) | 0.4 | $528k | 5.0k | 105.62 | |
| Generac Hldgs Stock (GNRC) | 0.4 | $517k | 3.6k | 143.21 | |
| Zoetis Inc Cl A Stock (ZTS) | 0.4 | $515k | 3.3k | 155.95 | |
| Danaher Corporation Stock (DHR) | 0.4 | $495k | 2.5k | 197.54 | |
| Resmed Stock (RMD) | 0.4 | $490k | 1.9k | 258.00 | |
| International Business Machs Stock (IBM) | 0.4 | $475k | 1.6k | 294.78 | |
| Nvidia Corporation Stock (NVDA) | 0.3 | $451k | 2.9k | 157.99 | |
| Enterprise Prods Partners Stock (EPD) | 0.3 | $443k | 14k | 31.01 | |
| Reynolds Consumer Prods Stock (REYN) | 0.3 | $434k | 20k | 21.42 | |
| Church & Dwight Stock (CHD) | 0.3 | $428k | 4.5k | 96.11 | |
| Lockheed Martin Corp Stock (LMT) | 0.3 | $417k | 900.00 | 463.14 | |
| Nike Inc Cl B Stock (NKE) | 0.3 | $415k | 5.8k | 71.04 | |
| Marriott Intl Inc New Cl A Stock (MAR) | 0.3 | $410k | 1.5k | 273.21 | |
| Constellation Brands Inc Cl A Stock (STZ) | 0.3 | $382k | 2.3k | 162.68 | |
| Fedex Corp Stock (FDX) | 0.3 | $355k | 1.6k | 227.31 | |
| Goldman Sachs Group Stock (GS) | 0.3 | $354k | 500.00 | 707.75 | |
| Waste Mgmt Inc Del Stock (WM) | 0.3 | $350k | 1.5k | 228.82 | |
| Healthpeak Properties Reit (DOC) | 0.2 | $325k | 19k | 17.51 | |
| Lowes Cos Stock (LOW) | 0.2 | $324k | 1.5k | 221.87 | |
| Arch Cap Group Ltd Ord Stock (ACGL) | 0.2 | $316k | 3.5k | 91.05 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.2 | $309k | 3.1k | 100.94 | |
| Cencora Stock (COR) | 0.2 | $279k | 930.00 | 299.85 | |
| Clorox Co Del Stock (CLX) | 0.2 | $270k | 2.3k | 120.07 | |
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.2 | $268k | 4.0k | 67.44 | |
| Quanta Svcs Stock (PWR) | 0.2 | $261k | 690.00 | 378.08 | |
| Pfizer Stock (PFE) | 0.2 | $254k | 11k | 24.24 | |
| Snowflake Stock (SNOW) | 0.2 | $201k | 900.00 | 223.77 |