Great Diamond Partners

Great Diamond Partners as of Dec. 31, 2025

Portfolio Holdings for Great Diamond Partners

Great Diamond Partners holds 227 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
Vanguard Index Fds Total Stk Mkt (VTI) 5.5 $29M 86k 335.27
Ishares Tr Russell 3000 Etf (IWV) 5.5 $29M 74k 386.85
Ishares Tr Core Msci Eafe (IEFA) 5.0 $26M 289k 89.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.0 $16M 23k 681.92
Vanguard Index Fds Growth Etf (VUG) 2.8 $15M 30k 487.86
Microsoft Corporation (MSFT) 2.8 $14M 30k 483.62
Vanguard Index Fds Extend Mkt Etf (VXF) 2.4 $13M 61k 209.12
Procter & Gamble Company (PG) 2.2 $11M 79k 143.31
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.9 $9.9M 481k 20.70
IDEXX Laboratories (IDXX) 1.9 $9.7M 14k 676.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.7 $9.0M 116k 77.02
Apple (AAPL) 1.5 $7.7M 28k 271.86
Ishares Tr Agency Bond Etf (AGZ) 1.4 $7.1M 64k 110.25
NVIDIA Corporation (NVDA) 1.3 $6.9M 37k 186.50
Broadcom (AVGO) 1.3 $6.9M 20k 346.10
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $6.8M 256k 26.68
Alphabet Cap Stk Cl A (GOOGL) 1.2 $6.2M 20k 313.00
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $6.0M 51k 119.35
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 1.1 $6.0M 105k 56.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $5.7M 30k 191.56
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $5.6M 85k 66.00
Alphabet Cap Stk Cl C (GOOG) 1.0 $5.1M 16k 313.80
Ishares Tr Ibds Dec28 Etf (IBDT) 0.9 $4.8M 188k 25.45
Oracle Corporation (ORCL) 0.9 $4.7M 24k 194.91
Waste Management (WM) 0.9 $4.5M 21k 219.71
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.9 $4.4M 46k 96.84
Eli Lilly & Co. (LLY) 0.8 $4.4M 4.1k 1074.68
Amazon (AMZN) 0.8 $4.1M 18k 230.82
Williams-Sonoma (WSM) 0.7 $3.9M 22k 178.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $3.8M 6.1k 627.13
Exxon Mobil Corporation (XOM) 0.7 $3.8M 32k 120.34
Cardinal Health (CAH) 0.7 $3.7M 18k 205.50
Ishares Tr Ibonds 27 Etf (IBDS) 0.7 $3.7M 152k 24.28
Welltower Inc Com reit (WELL) 0.7 $3.6M 20k 185.61
Eaton Corp SHS (ETN) 0.7 $3.6M 11k 318.51
Ishares Tr Ibonds Dec2026 (IBDR) 0.7 $3.5M 143k 24.23
Parker-Hannifin Corporation (PH) 0.7 $3.5M 3.9k 878.96
Anglogold Ashanti Com Shs (AU) 0.7 $3.4M 40k 85.28
Amgen (AMGN) 0.7 $3.4M 10k 327.31
Automatic Data Processing (ADP) 0.6 $3.2M 13k 257.23
Bank of New York Mellon Corporation (BK) 0.6 $3.1M 27k 116.09
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $3.0M 31k 96.28
Blackrock (BLK) 0.6 $3.0M 2.8k 1070.34
Home Depot (HD) 0.6 $3.0M 8.6k 344.09
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $2.9M 54k 53.88
JPMorgan Chase & Co. (JPM) 0.6 $2.9M 8.9k 322.22
Unum (UNM) 0.5 $2.9M 37k 77.50
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $2.8M 133k 21.00
Abbott Laboratories (ABT) 0.5 $2.8M 22k 125.29
Ishares Tr Us Aer Def Etf (ITA) 0.5 $2.8M 13k 214.69
Ishares Tr Us Br Del Se Etf (IAI) 0.5 $2.7M 15k 179.37
Tapestry (TPR) 0.5 $2.7M 21k 127.77
Ares Management Corporation Cl A Com Stk (ARES) 0.5 $2.7M 17k 161.63
Paychex (PAYX) 0.5 $2.7M 24k 112.18
Kla Corp Com New (KLAC) 0.5 $2.7M 2.2k 1215.08
Accenture Plc Ireland Shs Class A (ACN) 0.5 $2.6M 9.9k 268.30
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $2.6M 31k 85.77
Spdr Series Trust State Street Spd (SJNK) 0.5 $2.6M 103k 25.32
AFLAC Incorporated (AFL) 0.5 $2.6M 24k 110.27
Global X Fds Social Med Etf (SOCL) 0.5 $2.6M 46k 55.21
Global X Fds Defense Tech Etf (SHLD) 0.5 $2.6M 40k 64.79
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.5 $2.5M 36k 71.45
First Tr Exchange Traded Cloud Computing (SKYY) 0.5 $2.5M 20k 130.08
Nextera Energy (NEE) 0.5 $2.5M 31k 80.28
Ishares Tr Expanded Tech (IGV) 0.5 $2.5M 23k 105.69
Invesco Exchange Traded Fd T Building & Const (PKB) 0.5 $2.4M 27k 92.59
Barrick Mng Corp Com Shs (B) 0.5 $2.4M 55k 43.55
Vaneck Etf Trust Retail Etf (RTH) 0.5 $2.4M 9.5k 249.50
Morgan Stanley Com New (MS) 0.5 $2.3M 13k 177.53
Ishares Tr Mbs Etf (MBB) 0.4 $2.3M 24k 95.22
Abbvie (ABBV) 0.4 $2.3M 9.9k 228.49
Visa Com Cl A (V) 0.4 $2.2M 6.4k 350.73
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.4 $2.2M 43k 51.26
Garmin SHS (GRMN) 0.4 $2.2M 11k 202.85
Ameriprise Financial (AMP) 0.4 $2.1M 4.3k 490.34
Meta Platforms Cl A (META) 0.4 $2.1M 3.2k 660.09
Williams Companies (WMB) 0.4 $2.1M 35k 60.11
Ryder System (R) 0.4 $2.1M 11k 191.39
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.1M 17k 120.18
Wal-Mart Stores (WMT) 0.4 $2.0M 18k 111.41
TJX Companies (TJX) 0.4 $2.0M 13k 153.61
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $1.9M 6.2k 303.89
Tesla Motors (TSLA) 0.3 $1.7M 3.7k 449.72
International Business Machines (IBM) 0.3 $1.6M 5.5k 296.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.5M 19k 79.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 3.0k 502.65
Intuit (INTU) 0.3 $1.5M 2.3k 662.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.5M 10k 143.52
ConocoPhillips (COP) 0.3 $1.4M 15k 93.61
Corning Incorporated (GLW) 0.3 $1.4M 16k 87.56
Ishares Tr Esg Msci Kld 400 (DSI) 0.3 $1.4M 11k 128.83
American Express Company (AXP) 0.3 $1.4M 3.7k 369.95
Netflix (NFLX) 0.3 $1.4M 14k 93.76
Newmont Mining Corporation (NEM) 0.3 $1.3M 13k 99.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.3M 2.2k 614.30
Evercore Class A (EVR) 0.3 $1.3M 3.9k 340.25
Amphenol Corp Cl A (APH) 0.3 $1.3M 9.6k 135.14
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $1.3M 55k 23.41
Chevron Corporation (CVX) 0.2 $1.2M 8.2k 152.41
Ecolab (ECL) 0.2 $1.2M 4.7k 262.52
Johnson & Johnson (JNJ) 0.2 $1.2M 5.9k 206.93
Cisco Systems (CSCO) 0.2 $1.2M 16k 77.03
Illinois Tool Works (ITW) 0.2 $1.2M 4.9k 246.30
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.2M 5.4k 219.78
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $1.2M 26k 44.41
Linde SHS (LIN) 0.2 $1.1M 2.6k 426.39
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $1.1M 18k 59.28
Lockheed Martin Corporation (LMT) 0.2 $1.0M 2.2k 483.67
EQT Corporation (EQT) 0.2 $1.0M 19k 53.60
Shell Spon Ads (SHEL) 0.2 $1.0M 14k 73.48
Wisdomtree Tr Itl High Div Fd (DTH) 0.2 $1.0M 20k 51.60
Mastercard Incorporated Cl A (MA) 0.2 $1.0M 1.8k 570.88
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.0M 3.5k 290.22
Palo Alto Networks (PANW) 0.2 $989k 5.4k 184.20
Stryker Corporation (SYK) 0.2 $985k 2.8k 351.47
Paccar (PCAR) 0.2 $980k 8.9k 109.51
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $976k 10k 94.16
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $973k 26k 37.87
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $964k 17k 58.12
Merck & Co (MRK) 0.2 $908k 8.6k 105.26
Honeywell International (HON) 0.2 $879k 4.5k 195.09
Qualcomm (QCOM) 0.2 $877k 5.1k 171.05
Coca-Cola Company (KO) 0.2 $876k 13k 69.91
Bank of America Corporation (BAC) 0.2 $870k 16k 55.00
Waters Corporation (WAT) 0.2 $847k 2.2k 379.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $836k 16k 52.88
Boeing Company (BA) 0.2 $815k 3.8k 217.12
Pepsi (PEP) 0.2 $805k 5.6k 143.52
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $764k 9.1k 83.75
Novo-nordisk A S Adr (NVO) 0.1 $756k 15k 50.88
salesforce (CRM) 0.1 $752k 2.8k 264.91
Danaher Corporation (DHR) 0.1 $721k 3.1k 228.92
Roper Industries (ROP) 0.1 $718k 1.6k 445.13
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $698k 4.7k 148.98
Texas Instruments Incorporated (TXN) 0.1 $672k 3.9k 173.49
At&t (T) 0.1 $670k 27k 24.84
Lam Research Corp Com New (LRCX) 0.1 $665k 3.9k 171.18
Ishares Core Msci Emkt (IEMG) 0.1 $659k 9.8k 67.22
Raytheon Technologies Corp (RTX) 0.1 $658k 3.6k 183.40
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $653k 1.1k 605.01
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $642k 1.4k 453.36
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $635k 3.9k 160.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $625k 6.5k 96.03
Ishares Silver Tr Ishares (SLV) 0.1 $610k 9.5k 64.42
McDonald's Corporation (MCD) 0.1 $598k 2.0k 305.58
Emerson Electric (EMR) 0.1 $592k 4.5k 132.72
Unilever Spon Adr New (UL) 0.1 $586k 9.0k 65.40
Carrier Global Corporation (CARR) 0.1 $581k 11k 52.84
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $573k 6.0k 95.09
Ishares Gold Tr Ishares New (IAU) 0.1 $572k 7.0k 81.17
Ishares Tr Esg Aware Msci (ESML) 0.1 $570k 12k 45.98
Spdr Series Trust State Street Spd (BIL) 0.1 $555k 6.1k 91.38
Walt Disney Company (DIS) 0.1 $549k 4.8k 113.78
Thermo Fisher Scientific (TMO) 0.1 $544k 938.00 579.45
Union Pacific Corporation (UNP) 0.1 $539k 2.3k 231.32
Ge Aerospace Com New (GE) 0.1 $532k 1.7k 308.03
Caterpillar (CAT) 0.1 $524k 915.00 572.87
Intercontinental Exchange (ICE) 0.1 $511k 3.2k 161.96
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $502k 22k 22.47
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $502k 23k 22.07
Medtronic SHS (MDT) 0.1 $483k 5.0k 96.06
Mettler-Toledo International (MTD) 0.1 $481k 345.00 1394.19
Goldman Sachs (GS) 0.1 $466k 530.00 879.00
Monster Beverage Corp (MNST) 0.1 $449k 5.9k 76.67
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $440k 9.2k 47.79
Ishares Tr Core S&p500 Etf (IVV) 0.1 $440k 642.00 684.94
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $430k 19k 22.88
Starbucks Corporation (SBUX) 0.1 $422k 5.0k 84.21
Metropcs Communications (TMUS) 0.1 $406k 2.0k 203.04
American Tower Reit (AMT) 0.1 $396k 2.3k 175.57
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $394k 18k 22.36
Costco Wholesale Corporation (COST) 0.1 $392k 455.00 862.34
Astrazeneca Sponsored Adr 0.1 $392k 4.3k 91.93
eBay (EBAY) 0.1 $389k 4.5k 87.10
Asml Holding N V N Y Registry Shs (ASML) 0.1 $387k 362.00 1069.86
Autodesk (ADSK) 0.1 $382k 1.3k 296.01
Intuitive Surgical Com New (ISRG) 0.1 $382k 674.00 566.36
Regeneron Pharmaceuticals (REGN) 0.1 $381k 494.00 771.87
Vanguard Index Fds Small Cp Etf (VB) 0.1 $378k 1.5k 257.95
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $378k 14k 27.26
Howmet Aerospace (HWM) 0.1 $378k 1.8k 205.02
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $377k 17k 21.95
Hologic (HOLX) 0.1 $372k 5.0k 74.49
Sherwin-Williams Company (SHW) 0.1 $371k 1.1k 324.03
American Electric Power Company (AEP) 0.1 $365k 3.2k 115.31
S&p Global (SPGI) 0.1 $362k 692.00 522.67
Novartis Sponsored Adr (NVS) 0.1 $352k 2.6k 137.87
SLB Com Stk (SLB) 0.1 $323k 8.4k 38.38
Xylem (XYL) 0.1 $319k 2.3k 136.18
Nike CL B (NKE) 0.1 $315k 4.9k 63.71
Lowe's Companies (LOW) 0.1 $313k 1.3k 241.16
Fiserv (FI) 0.1 $307k 4.6k 67.17
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $306k 15k 21.15
Ishares Esg Awr Msci Em (ESGE) 0.1 $303k 6.9k 44.17
Spdr Gold Tr Gold Shs (GLD) 0.1 $303k 765.00 396.31
Otis Worldwide Corp (OTIS) 0.1 $301k 3.4k 87.35
AutoZone (AZO) 0.1 $295k 87.00 3391.51
PNC Financial Services (PNC) 0.1 $291k 1.4k 208.73
Packaging Corporation of America (PKG) 0.1 $288k 1.4k 206.23
Ge Vernova (GEV) 0.1 $285k 436.00 653.57
Servicenow (NOW) 0.1 $272k 1.8k 153.19
Deere & Company (DE) 0.1 $270k 580.00 465.57
Booking Holdings (BKNG) 0.1 $262k 49.00 5355.33
Norfolk Southern (NSC) 0.0 $259k 896.00 288.72
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.0 $256k 1.7k 153.02
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $251k 3.0k 83.61
Amplify Etf Tr Amplify Lithium (BATT) 0.0 $248k 18k 13.80
Corteva (CTVA) 0.0 $245k 3.6k 67.03
Southern Company (SO) 0.0 $244k 2.8k 87.20
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $244k 507.00 480.23
Xcel Energy (XEL) 0.0 $243k 3.3k 73.86
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $232k 3.7k 63.01
Ishares Tr Ibonds Dec 2032 (IBDX) 0.0 $229k 9.0k 25.53
Phillips 66 (PSX) 0.0 $228k 1.8k 129.04
Boston Scientific Corporation (BSX) 0.0 $227k 2.4k 95.35
Tyler Technologies (TYL) 0.0 $225k 495.00 453.95
Yum! Brands (YUM) 0.0 $218k 1.4k 151.28
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $216k 7.1k 30.54
Rockwell Automation (ROK) 0.0 $215k 552.00 389.07
Henry Schein (HSIC) 0.0 $215k 2.8k 75.58
Hilton Worldwide Holdings (HLT) 0.0 $213k 741.00 287.25
3M Company (MMM) 0.0 $211k 1.3k 160.10
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $204k 3.9k 52.95
Fifth Third Ban (FITB) 0.0 $204k 4.4k 46.81
Ametek (AME) 0.0 $202k 982.00 205.31
Kinder Morgan (KMI) 0.0 $201k 7.3k 27.49
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $68k 13k 5.30