Diamant Asset Management as of Dec. 31, 2025
Portfolio Holdings for Diamant Asset Management
Diamant Asset Management holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 20.9 | $29M | 106k | 271.86 | |
| Alphabet Inc Class A cs (GOOGL) | 7.2 | $10M | 32k | 313.00 | |
| Visa (V) | 6.2 | $8.6M | 25k | 350.71 | |
| Microsoft Corporation (MSFT) | 6.2 | $8.5M | 18k | 483.62 | |
| Costco Wholesale Corporation (COST) | 4.2 | $5.8M | 6.8k | 862.34 | |
| Progressive Corporation (PGR) | 3.4 | $4.7M | 21k | 227.72 | |
| Leidos Holdings (LDOS) | 3.3 | $4.5M | 25k | 180.40 | |
| Abbvie (ABBV) | 2.8 | $3.9M | 17k | 228.49 | |
| Johnson & Johnson (JNJ) | 2.7 | $3.8M | 18k | 206.95 | |
| Lincoln Electric Holdings (LECO) | 2.7 | $3.7M | 16k | 239.64 | |
| TJX Companies (TJX) | 2.6 | $3.6M | 24k | 153.61 | |
| Pepsi (PEP) | 2.3 | $3.2M | 22k | 143.52 | |
| Caterpillar (CAT) | 1.9 | $2.6M | 4.6k | 572.87 | |
| McDonald's Corporation (MCD) | 1.8 | $2.6M | 8.4k | 305.63 | |
| Home Depot (HD) | 1.8 | $2.4M | 7.1k | 344.10 | |
| Colgate-Palmolive Company (CL) | 1.6 | $2.3M | 29k | 79.02 | |
| Wal-Mart Stores (WMT) | 1.4 | $2.0M | 18k | 111.41 | |
| Merck & Co (MRK) | 1.3 | $1.8M | 17k | 105.26 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.2 | $1.7M | 2.8k | 605.01 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $1.5M | 13k | 120.34 | |
| Truist Financial Corp equities (TFC) | 1.1 | $1.5M | 30k | 49.21 | |
| McCormick & Company, Incorporated (MKC) | 1.0 | $1.4M | 21k | 68.11 | |
| Walt Disney Company (DIS) | 1.0 | $1.4M | 12k | 113.77 | |
| Procter & Gamble Company (PG) | 0.9 | $1.2M | 8.5k | 143.31 | |
| General Electric (GE) | 0.9 | $1.2M | 3.8k | 308.03 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.0M | 3.2k | 322.22 | |
| Boeing Company (BA) | 0.7 | $960k | 4.4k | 217.12 | |
| Eli Lilly & Co. (LLY) | 0.7 | $959k | 892.00 | 1074.68 | |
| Novo Nordisk A/S (NVO) | 0.7 | $959k | 19k | 50.88 | |
| HEICO Corporation (HEI) | 0.7 | $958k | 3.0k | 323.59 | |
| Penske Automotive (PAG) | 0.7 | $936k | 5.9k | 158.29 | |
| Packaging Corporation of America (PKG) | 0.7 | $930k | 4.5k | 206.23 | |
| Verizon Communications (VZ) | 0.7 | $911k | 22k | 40.73 | |
| Union Pacific Corporation (UNP) | 0.6 | $889k | 3.8k | 231.32 | |
| Ge Healthcare Technologies I (GEHC) | 0.6 | $845k | 10k | 82.02 | |
| Chevron Corporation (CVX) | 0.6 | $794k | 5.2k | 152.41 | |
| Qualcomm (QCOM) | 0.5 | $748k | 4.4k | 171.05 | |
| Waste Management (WM) | 0.5 | $732k | 3.3k | 219.71 | |
| UnitedHealth (UNH) | 0.5 | $716k | 2.2k | 330.11 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $704k | 1.5k | 483.67 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $699k | 1.4k | 502.65 | |
| Philip Morris International (PM) | 0.5 | $690k | 4.3k | 160.40 | |
| SPDR Gold Trust (GLD) | 0.5 | $642k | 1.6k | 396.31 | |
| Danaher Corporation (DHR) | 0.4 | $574k | 2.5k | 228.92 | |
| International Business Machines (IBM) | 0.4 | $551k | 1.9k | 296.21 | |
| Deere & Company (DE) | 0.4 | $505k | 1.1k | 465.57 | |
| Consolidated Edison (ED) | 0.4 | $494k | 5.0k | 99.32 | |
| Johnson Controls International Plc equity (JCI) | 0.4 | $491k | 4.1k | 119.75 | |
| Marriott International (MAR) | 0.3 | $465k | 1.5k | 310.24 | |
| Generac Holdings (GNRC) | 0.3 | $465k | 3.4k | 136.37 | |
| NVIDIA Corporation (NVDA) | 0.3 | $462k | 2.5k | 186.50 | |
| ResMed (RMD) | 0.3 | $458k | 1.9k | 240.87 | |
| Goldman Sachs (GS) | 0.3 | $440k | 500.00 | 879.00 | |
| Chewy Inc cl a (CHWY) | 0.3 | $433k | 13k | 33.05 | |
| FedEx Corporation (FDX) | 0.3 | $413k | 1.4k | 288.86 | |
| Zoetis Inc Cl A (ZTS) | 0.3 | $388k | 3.1k | 125.82 | |
| Enterprise Products Partners (EPD) | 0.3 | $383k | 12k | 32.06 | |
| Lowe's Companies (LOW) | 0.3 | $352k | 1.5k | 241.16 | |
| Arch Capital Group (ACGL) | 0.2 | $333k | 3.5k | 95.92 | |
| Reynolds Consumer Prods (REYN) | 0.2 | $332k | 15k | 22.92 | |
| Church & Dwight (CHD) | 0.2 | $319k | 3.8k | 83.85 | |
| AmerisourceBergen (COR) | 0.2 | $314k | 930.00 | 337.75 | |
| Peak (DOC) | 0.2 | $309k | 19k | 16.08 | |
| Nike (NKE) | 0.2 | $308k | 4.8k | 63.71 | |
| L3harris Technologies (LHX) | 0.2 | $304k | 1.0k | 293.57 | |
| United Parcel Service (UPS) | 0.2 | $304k | 3.1k | 99.19 | |
| Clorox Company (CLX) | 0.2 | $242k | 2.4k | 100.83 | |
| Quanta Services (PWR) | 0.2 | $228k | 540.00 | 422.06 | |
| Amazon (AMZN) | 0.2 | $210k | 911.00 | 230.82 | |
| Intel Corporation (INTC) | 0.2 | $208k | 5.6k | 36.90 | |
| Constellation Brands (STZ) | 0.1 | $201k | 1.5k | 137.96 |