Great Diamond Partners

Great Diamond Partners as of March 31, 2026

Portfolio Holdings for Great Diamond Partners

Great Diamond Partners holds 228 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 5.3 $28M 86k 320.81
Ishares Tr Russell 3000 Etf (IWV) 5.1 $27M 72k 370.68
Ishares Tr Core Msci Eafe (IEFA) 4.9 $26M 282k 90.53
Vanguard Index Fds Extend Mkt Etf (VXF) 2.4 $13M 62k 205.80
Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 2.2 $12M 569k 20.35
Procter & Gamble Company (PG) 2.2 $11M 79k 144.44
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.0 $11M 132k 80.58
Microsoft Corporation (MSFT) 2.0 $11M 29k 370.17
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.0 $10M 267k 38.96
Harbor Etf Trust Harbor Commodity (HGER) 1.7 $8.8M 282k 31.01
IDEXX Laboratories (IDXX) 1.6 $8.1M 14k 561.89
Pimco Etf Tr Multisector Bd (PYLD) 1.5 $8.0M 305k 26.20
Ishares Tr Agency Bond Etf (AGZ) 1.5 $7.8M 71k 109.71
Apple (AAPL) 1.4 $7.2M 28k 253.79
Vanguard Index Fds Growth Etf (VUG) 1.4 $7.1M 16k 436.79
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $7.0M 121k 58.18
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.3 $6.9M 58k 118.60
Broadcom (AVGO) 1.2 $6.5M 21k 309.51
NVIDIA Corporation (NVDA) 1.2 $6.4M 37k 174.40
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $6.2M 92k 67.53
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $5.8M 30k 191.92
Ishares Tr Ibds Dec28 Etf (IBDT) 1.1 $5.6M 221k 25.33
Exxon Mobil Corporation (XOM) 1.0 $5.3M 31k 169.66
Alphabet Cap Stk Cl A (GOOGL) 1.0 $5.3M 18k 287.56
Waste Management (WM) 0.9 $4.9M 21k 229.79
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.5M 16k 286.86
Kla Corp Com New (KLAC) 0.9 $4.4M 3.0k 1472.41
Corning Incorporated (GLW) 0.8 $4.4M 33k 135.97
Ishares Tr Ibonds Dec2026 (IBDR) 0.8 $4.3M 177k 24.24
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.8 $4.2M 45k 93.66
Ishares Tr Ibonds 27 Etf (IBDS) 0.8 $4.1M 170k 24.24
Cardinal Health (CAH) 0.8 $4.1M 19k 211.31
Williams-Sonoma (WSM) 0.8 $4.1M 22k 182.33
Welltower Inc Com reit (WELL) 0.8 $3.9M 20k 197.71
Amgen (AMGN) 0.7 $3.6M 10k 351.85
Anglogold Ashanti Com Shs (AU) 0.7 $3.6M 37k 97.36
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.7 $3.6M 11k 337.95
Parker-Hannifin Corporation (PH) 0.7 $3.6M 4.0k 895.24
Eli Lilly & Co. (LLY) 0.7 $3.5M 3.8k 919.77
Amazon (AMZN) 0.7 $3.5M 17k 208.27
JPMorgan Chase & Co. (JPM) 0.7 $3.4M 12k 294.16
Bank of New York Mellon Corporation (BK) 0.7 $3.4M 29k 118.63
Spdr Series Trust State Street Spd (SPHY) 0.6 $3.4M 144k 23.32
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $3.3M 35k 93.93
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $3.2M 61k 53.22
Spdr Series Trust State Street Spd (SJNK) 0.6 $3.2M 126k 24.98
Caterpillar (CAT) 0.6 $3.1M 4.3k 708.46
Tapestry (TPR) 0.6 $3.0M 22k 141.11
Las Vegas Sands (LVS) 0.6 $2.9M 54k 53.88
Home Depot (HD) 0.5 $2.8M 8.5k 328.92
Nextera Energy (NEE) 0.5 $2.8M 30k 92.88
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.5 $2.8M 50k 55.71
Unum (UNM) 0.5 $2.8M 38k 73.03
Blackrock (BLK) 0.5 $2.7M 2.8k 961.71
Spdr Series Trust State Street Spd (XOP) 0.5 $2.7M 15k 181.83
Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $2.7M 7.0k 383.40
AFLAC Incorporated (AFL) 0.5 $2.6M 24k 109.71
Spdr Series Trust State Street Spd (XME) 0.5 $2.6M 25k 108.01
Spdr Series Trust State Street Spd (XTL) 0.5 $2.6M 14k 188.06
Garmin SHS (GRMN) 0.5 $2.6M 11k 232.01
Williams Companies (WMB) 0.5 $2.6M 36k 72.78
Etf Ser Solutions Defiance Quantum (QTUM) 0.5 $2.6M 24k 107.30
Ishares Tr Us Aer Def Etf (ITA) 0.5 $2.6M 12k 218.75
Global X Fds Data Ctr & Digit (DTCR) 0.5 $2.6M 108k 23.96
Doubleline Etf Trust Mortgage Etf (DMBS) 0.5 $2.6M 52k 49.38
Global X Fds Defense Tech Etf (SHLD) 0.5 $2.6M 36k 70.84
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.5 $2.5M 49k 51.18
Automatic Data Processing (ADP) 0.5 $2.5M 12k 203.18
Invesco Exchange Traded Fd T Building & Const (PKB) 0.5 $2.5M 25k 97.57
Cummins (CMI) 0.5 $2.4M 4.5k 538.13
Abbvie (ABBV) 0.5 $2.4M 11k 217.49
Barrick Mng Corp Com Shs (B) 0.4 $2.3M 57k 40.79
Ryder System (R) 0.4 $2.3M 11k 204.71
Abbott Laboratories (ABT) 0.4 $2.3M 22k 102.67
Paychex (PAYX) 0.4 $2.2M 24k 92.12
Morgan Stanley Com New (MS) 0.4 $2.2M 13k 164.57
TJX Companies (TJX) 0.4 $2.1M 13k 159.70
ConocoPhillips (COP) 0.4 $2.0M 15k 132.00
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.9M 16k 124.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.9M 3.0k 650.45
Visa Com Cl A (V) 0.4 $1.9M 6.3k 302.26
Ameriprise Financial (AMP) 0.4 $1.9M 4.2k 444.40
Meta Platforms Cl A (META) 0.4 $1.8M 3.2k 572.13
Wal-Mart Stores (WMT) 0.3 $1.7M 14k 124.28
Chevron Corporation (CVX) 0.3 $1.7M 8.2k 206.90
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $1.6M 67k 23.26
Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $1.5M 34k 45.65
Newmont Mining Corporation (NEM) 0.3 $1.5M 14k 108.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.5M 19k 79.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.5M 10k 148.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 3.0k 479.20
Johnson & Johnson (JNJ) 0.3 $1.4M 5.9k 244.46
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.4M 2.4k 597.55
Oracle Corporation (ORCL) 0.3 $1.4M 9.7k 147.11
At&t (T) 0.3 $1.4M 49k 28.99
Tesla Motors (TSLA) 0.3 $1.4M 3.8k 371.75
Evercore Class A (EVR) 0.3 $1.4M 4.7k 298.51
Shell Spon Ads (SHEL) 0.3 $1.4M 15k 93.00
Netflix (NFLX) 0.3 $1.4M 14k 96.15
Linde SHS (LIN) 0.2 $1.3M 2.6k 495.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.3M 2.2k 577.25
Ecolab (ECL) 0.2 $1.2M 4.7k 266.02
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.2M 10k 121.19
Cisco Systems (CSCO) 0.2 $1.2M 16k 77.59
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.1M 5.3k 215.06
American Express Company (AXP) 0.2 $1.1M 3.7k 302.48
Amphenol Corp Cl A (APH) 0.2 $1.1M 8.9k 126.35
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $1.1M 25k 43.66
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.0M 3.7k 287.18
Wisdomtree Tr Itl High Div Fd (DTH) 0.2 $1.0M 19k 54.09
Merck & Co (MRK) 0.2 $1.0M 8.5k 120.29
Honeywell International (HON) 0.2 $1.0M 4.5k 226.03
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $1.0M 21k 49.69
Paccar (PCAR) 0.2 $1.0M 8.7k 115.50
eBay (EBAY) 0.2 $970k 11k 91.02
Coca-Cola Company (KO) 0.2 $945k 12k 76.05
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $941k 42k 22.43
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $917k 17k 55.52
Stryker Corporation (SYK) 0.2 $911k 2.8k 328.59
Palo Alto Networks (PANW) 0.2 $892k 5.6k 160.32
Accenture Plc Ireland Shs Class A (ACN) 0.2 $891k 4.5k 198.29
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $890k 39k 22.91
Mastercard Incorporated Cl A (MA) 0.2 $866k 1.7k 499.66
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $823k 16k 52.56
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $813k 37k 22.28
Eaton Corp SHS (ETN) 0.2 $811k 2.3k 357.67
Pepsi (PEP) 0.2 $806k 5.2k 155.29
Lam Research Corp Com New (LRCX) 0.2 $798k 3.7k 213.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $786k 9.5k 82.75
Boeing Company (BA) 0.1 $737k 3.7k 199.03
Intuit (INTU) 0.1 $730k 1.7k 432.38
Packaging Corporation of America (PKG) 0.1 $727k 3.4k 212.22
Bank of America Corporation (BAC) 0.1 $713k 15k 48.75
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $713k 5.0k 141.42
C H Robinson Worldwide In Com New (CHRW) 0.1 $703k 4.2k 166.07
Texas Instruments Incorporated (TXN) 0.1 $700k 3.6k 194.14
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $693k 13k 54.55
Raytheon Technologies Corp (RTX) 0.1 $687k 3.6k 192.90
Waters Corporation (WAT) 0.1 $664k 2.2k 297.80
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $657k 30k 21.89
Qualcomm (QCOM) 0.1 $643k 5.0k 128.78
Ishares Tr Msci Eafe Etf (EFA) 0.1 $632k 6.5k 97.13
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $627k 1.4k 446.54
Ishares Tr Esg Aware Msci (ESML) 0.1 $623k 13k 47.02
Carrier Global Corporation (CARR) 0.1 $614k 11k 56.31
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $612k 6.4k 95.62
McDonald's Corporation (MCD) 0.1 $599k 1.9k 310.90
Danaher Corporation (DHR) 0.1 $591k 3.1k 189.60
Emerson Electric (EMR) 0.1 $590k 4.5k 131.02
Roper Industries (ROP) 0.1 $579k 1.6k 353.86
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $566k 26k 21.84
Union Pacific Corporation (UNP) 0.1 $557k 2.3k 242.62
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $552k 1.1k 522.71
Novo-nordisk A S Adr (NVO) 0.1 $545k 15k 36.75
Global X Fds Lithium Btry Etf (LIT) 0.1 $527k 7.1k 74.35
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $523k 17k 30.22
Ishares Gold Tr Ishares New (IAU) 0.1 $506k 5.7k 88.16
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $506k 10k 50.81
Unilever Spon Adr New (UL) 0.1 $500k 8.8k 56.97
Intercontinental Exchange (ICE) 0.1 $492k 3.1k 157.28
Ge Aerospace Com New (GE) 0.1 $484k 1.7k 283.77
Walt Disney Company (DIS) 0.1 $470k 4.9k 96.39
Costco Wholesale Corporation (COST) 0.1 $459k 461.00 996.43
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $451k 3.8k 118.62
EQT Corporation (EQT) 0.1 $439k 6.9k 63.64
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $437k 21k 20.93
Mettler-Toledo International (MTD) 0.1 $435k 345.00 1261.20
Medtronic SHS (MDT) 0.1 $435k 5.0k 86.65
Goldman Sachs (GS) 0.1 $433k 512.00 845.99
Thermo Fisher Scientific (TMO) 0.1 $432k 879.00 491.53
SLB Com Stk (SLB) 0.1 $431k 8.4k 51.39
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $429k 325.00 1320.83
Starbucks Corporation (SBUX) 0.1 $424k 4.7k 89.59
Howmet Aerospace (HWM) 0.1 $423k 1.8k 230.46
Ishares Tr Core S&p500 Etf (IVV) 0.1 $419k 642.00 653.21
Monster Beverage Corp (MNST) 0.1 $419k 5.8k 72.46
International Business Machines (IBM) 0.1 $416k 1.7k 242.39
American Electric Power Company (AEP) 0.1 $415k 3.2k 131.08
salesforce (CRM) 0.1 $411k 2.2k 186.67
Vanguard Index Fds Small Cp Etf (VB) 0.1 $404k 1.5k 261.92
American Tower Reit (AMT) 0.1 $388k 2.2k 172.58
Novartis Sponsored Adr (NVS) 0.1 $386k 2.5k 152.75
Astrazeneca Ord (AZN) 0.1 $384k 1.9k 197.22
Ishares Silver Tr Ishares (SLV) 0.1 $382k 5.6k 68.14
Hologic 0.1 $378k 5.0k 75.59
Ge Vernova (GEV) 0.1 $377k 432.00 872.90
Regeneron Pharmaceuticals (REGN) 0.1 $374k 484.00 772.64
Sherwin-Williams Company (SHW) 0.1 $367k 1.1k 320.55
Ishares Core Msci Emkt (IEMG) 0.1 $361k 5.2k 69.75
Spdr Gold Tr Gold Shs (GLD) 0.1 $329k 765.00 430.29
Xylem (XYL) 0.1 $326k 2.7k 119.50
Ishares Esg Awr Msci Em (ESGE) 0.1 $324k 7.1k 45.47
Deere & Company (DE) 0.1 $321k 569.00 563.30
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $318k 13k 25.27
Corteva (CTVA) 0.1 $306k 3.7k 83.71
Autodesk (ADSK) 0.1 $306k 1.3k 239.40
Phillips 66 (PSX) 0.1 $305k 1.7k 182.18
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $295k 15k 19.72
Intuitive Surgical Com New (ISRG) 0.1 $289k 626.00 460.99
AutoZone (AZO) 0.1 $280k 83.00 3377.78
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $279k 1.7k 163.58
Amplify Etf Tr Amplify Lithium (BATT) 0.1 $276k 19k 14.89
PNC Financial Services (PNC) 0.1 $273k 1.3k 208.09
Southern Company (SO) 0.1 $271k 2.8k 96.52
Nike CL B (NKE) 0.1 $268k 5.1k 52.82
Fiserv (FISV) 0.1 $266k 4.8k 55.80
Xcel Energy (XEL) 0.1 $262k 3.3k 79.44
Otis Worldwide Corp (OTIS) 0.1 $262k 3.4k 77.08
Ishares Tr Ibonds Dec 2031 (IBTL) 0.0 $258k 13k 20.40
Lowe's Companies (LOW) 0.0 $255k 1.1k 236.28
Spdr Series Trust State Street Spd (CNRG) 0.0 $249k 2.8k 90.32
Rockwell Automation (ROK) 0.0 $249k 694.00 358.88
Norfolk Southern (NSC) 0.0 $248k 864.00 287.00
Kinder Morgan (KMI) 0.0 $246k 7.3k 33.53
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.0 $242k 7.7k 31.58
Qnity Electronics Common Stock (Q) 0.0 $239k 2.1k 115.38
Quanta Services (PWR) 0.0 $237k 431.00 549.02
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $236k 508.00 464.02
FedEx Corporation (FDX) 0.0 $230k 646.00 356.18
Hilton Worldwide Holdings (HLT) 0.0 $224k 737.00 304.08
Dupont De Nemours (DD) 0.0 $223k 4.9k 45.80
Yum! Brands (YUM) 0.0 $222k 1.4k 155.48
Wabtec Corporation (WAB) 0.0 $222k 887.00 249.91
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $214k 2.6k 82.44
Verizon Communications (VZ) 0.0 $213k 4.2k 50.20
Henry Schein (HSIC) 0.0 $209k 2.8k 73.70
Booking Holdings (BKNG) 0.0 $202k 48.00 4210.31
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $66k 13k 5.03