Great Diamond Partners

Great Diamond Partners as of June 30, 2026

Portfolio Holdings for Great Diamond Partners

Great Diamond Partners holds 238 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $33M 88k 370.04
Ishares Tr Russell 3000 Etf (IWV) 5.3 $31M 72k 426.40
Ishares Tr Core Msci Eafe (IEFA) 4.7 $27M 284k 96.58
Vanguard Index Fds Extend Mkt Etf (VXF) 2.6 $15M 62k 246.21
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.2 $13M 134k 96.49
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH) 2.1 $12M 604k 20.17
Procter & Gamble Company (PG) 2.0 $12M 79k 146.64
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.9 $11M 272k 41.25
Microsoft Corporation (MSFT) 1.8 $10M 28k 373.03
Kla Corp Com New (KLAC) 1.6 $9.0M 30k 301.71
Pimco Etf Tr Multisector Bd (PYLD) 1.5 $8.5M 322k 26.52
Vanguard Index Fds Growth Etf (VUG) 1.5 $8.4M 98k 86.14
Harbor Etf Trust Comm All Wea Etf (HGER) 1.4 $8.4M 285k 29.34
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $8.3M 122k 68.01
Ishares Tr Agency Bond Etf (AGZ) 1.4 $8.1M 74k 109.28
Apple (AAPL) 1.4 $8.0M 28k 289.36
Ishares Tr Ibonds 27 Etf (IBDS) 1.3 $7.8M 324k 24.22
IDEXX Laboratories (IDXX) 1.3 $7.5M 14k 526.44
Corning Incorporated (GLW) 1.3 $7.4M 29k 255.43
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $7.2M 93k 77.11
Broadcom (AVGO) 1.2 $7.2M 19k 377.75
NVIDIA Corporation (NVDA) 1.2 $7.1M 36k 200.09
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $7.1M 61k 117.45
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $6.7M 31k 212.77
Alphabet Cap Stk Cl A (GOOGL) 1.1 $6.5M 18k 357.37
Alphabet Cap Stk Cl C (GOOG) 1.0 $5.6M 16k 353.33
Ishares Tr Ibonds Dec 29 (IBDU) 0.9 $5.5M 236k 23.16
Williams-Sonoma (WSM) 0.9 $5.3M 23k 233.10
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $4.9M 10k 477.57
Waste Management (WM) 0.8 $4.8M 22k 222.88
Cardinal Health (CAH) 0.8 $4.7M 20k 237.56
Caterpillar (CAT) 0.8 $4.6M 4.3k 1064.90
Welltower Inc Com reit (WELL) 0.8 $4.5M 20k 226.97
Eli Lilly & Co. (LLY) 0.8 $4.5M 3.8k 1199.43
Bank of New York Mellon Corporation (BNY) 0.7 $4.2M 29k 144.61
Ishares Tr Ibds Dec28 Etf (IBDT) 0.7 $4.1M 162k 25.25
Parker-Hannifin Corporation (PH) 0.7 $4.0M 4.1k 978.12
Amazon (AMZN) 0.7 $3.9M 16k 238.34
JPMorgan Chase & Co. (JPM) 0.7 $3.8M 12k 327.33
Amgen (AMGN) 0.6 $3.7M 10k 362.12
Spdr Series Trust St Port High Etf (SPHY) 0.6 $3.5M 151k 23.44
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $3.5M 37k 96.44
Tapestry (TPR) 0.6 $3.4M 23k 146.38
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $3.4M 64k 53.17
Spdr Series Trust St Term High Etf (SJNK) 0.6 $3.3M 134k 25.03
Vaneck Etf Trust Semiconductr Etf (SMH) 0.6 $3.3M 5.1k 655.89
Unum (UNM) 0.6 $3.3M 37k 89.40
Global X Fds Data Ctr Dig Etf (DTCR) 0.6 $3.2M 107k 30.37
Cummins (CMI) 0.6 $3.2M 4.5k 713.36
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.5 $3.2M 28k 114.88
Etf Ser Solutions Defia Quant Etf (QTUM) 0.5 $3.1M 19k 165.38
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.5 $3.1M 23k 133.25
Anglogold Ashanti Com Shs (AU) 0.5 $3.1M 38k 80.89
Spdr Series Trust St Str Sp Biot (XBI) 0.5 $3.1M 19k 158.25
Spdr Series Trust St Str Sp Telco (XTL) 0.5 $3.1M 13k 227.49
Global X Fds Artificial Etf (AIQ) 0.5 $3.0M 46k 65.61
C H Robinson Worldwide In Com New (CHRW) 0.5 $3.0M 16k 188.34
Home Depot (HD) 0.5 $2.9M 8.3k 352.71
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.5 $2.9M 50k 59.15
Ishares Tr Us Aer Def Etf (ITA) 0.5 $2.9M 12k 242.42
Ryder System (R) 0.5 $2.9M 11k 263.77
AFLAC Incorporated (AFL) 0.5 $2.9M 24k 117.25
Invesco Exchange Traded Fd T Bldg Constr Etf (PKB) 0.5 $2.9M 26k 112.06
Blackrock (BLK) 0.5 $2.8M 2.9k 961.57
Morgan Stanley Com New (MS) 0.5 $2.8M 13k 209.04
Doubleline Etf Trust Mortgage Etf (DMBS) 0.5 $2.7M 55k 49.09
Garmin SHS (GRMN) 0.5 $2.7M 11k 237.54
Williams Companies (WMB) 0.5 $2.7M 36k 74.34
Automatic Data Processing (ADP) 0.5 $2.7M 12k 223.95
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.5 $2.6M 51k 51.27
Nextera Energy (NEE) 0.4 $2.6M 29k 87.77
Valero Energy Corporation (VLO) 0.4 $2.5M 9.7k 260.44
Paychex (PAYX) 0.4 $2.4M 24k 98.33
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.3M 16k 148.31
Barrick Mng Corp Com Shs (B) 0.4 $2.1M 58k 36.73
Visa Com Cl A (V) 0.4 $2.1M 6.1k 343.11
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $2.1M 2.8k 746.92
TJX Companies (TJX) 0.3 $2.0M 13k 151.50
Abbott Laboratories (ABT) 0.3 $1.9M 21k 90.74
Ameriprise Financial (AMP) 0.3 $1.9M 4.2k 458.76
Palo Alto Networks (PANW) 0.3 $1.9M 5.4k 341.02
Cisco Systems (CSCO) 0.3 $1.8M 16k 117.46
Ishares Tr Esg Msci Kld Etf (DSI) 0.3 $1.8M 13k 142.39
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.3 $1.8M 35k 50.39
Meta Platforms Cl A (META) 0.3 $1.8M 3.2k 563.29
Evercore Class A (EVR) 0.3 $1.7M 4.9k 341.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.6M 2.4k 686.81
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.6M 10k 158.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.6M 2.2k 736.49
Johnson & Johnson (JNJ) 0.3 $1.6M 6.2k 253.99
Lam Research Corp Com New (LRCX) 0.3 $1.6M 3.6k 433.33
Wal-Mart Stores (WMT) 0.3 $1.6M 14k 113.26
ConocoPhillips (COP) 0.3 $1.6M 15k 103.96
Amphenol Corp Cl A (APH) 0.3 $1.6M 8.8k 176.32
Tesla Motors (TSLA) 0.3 $1.5M 3.7k 420.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 3.1k 500.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.5M 19k 79.03
Newmont Mining Corporation (NEM) 0.2 $1.4M 15k 93.40
Chevron Corporation (CVX) 0.2 $1.4M 8.4k 165.76
Oracle Corporation (ORCL) 0.2 $1.4M 9.5k 146.55
Nokia Corp Sponsored Adr (NOK) 0.2 $1.4M 104k 13.28
Abbvie (ABBV) 0.2 $1.4M 5.4k 251.64
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.2 $1.3M 58k 22.37
Linde SHS (LIN) 0.2 $1.3M 2.5k 518.94
Ecolab (ECL) 0.2 $1.3M 4.5k 278.61
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.3M 5.3k 236.62
American Express Company (AXP) 0.2 $1.3M 3.7k 338.25
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $1.2M 51k 24.23
Merck & Co (MRK) 0.2 $1.2M 9.6k 128.50
Shell Spon Ads (SHEL) 0.2 $1.2M 16k 77.54
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.2M 15k 80.57
eBay (EBAY) 0.2 $1.2M 11k 111.75
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $1.2M 54k 21.80
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $1.2M 53k 22.14
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.2 $1.1M 21k 53.79
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $1.1M 25k 43.50
Texas Instruments Incorporated (TXN) 0.2 $1.1M 3.6k 298.07
Dell Technologies CL C (DELL) 0.2 $1.1M 2.4k 431.46
Wisdomtree Tr Itl High Div Fd (DTH) 0.2 $1.1M 20k 54.11
Paccar (PCAR) 0.2 $1.0M 8.7k 120.12
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $1.0M 6.3k 163.67
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $1.0M 17k 61.46
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $1.0M 45k 22.89
Vanguard World Health Car Etf (VHT) 0.2 $1.0M 3.4k 299.04
Coca-Cola Company (KO) 0.2 $1.0M 12k 81.27
Netflix (NFLX) 0.2 $969k 14k 71.40
Eaton Corp SHS (ETN) 0.2 $935k 2.2k 426.12
Ishares Tr Esg Aware Msci (ESML) 0.2 $925k 17k 55.93
Las Vegas Sands (LVS) 0.2 $925k 20k 46.19
Packaging Corporation of America (PKG) 0.1 $869k 3.6k 238.28
Stryker Corporation (SYK) 0.1 $851k 2.7k 314.84
Carrier Global Corporation (CARR) 0.1 $851k 12k 73.35
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $841k 8.2k 102.81
Waters Corporation (WAT) 0.1 $836k 2.2k 375.04
Mastercard Incorporated Cl A (MA) 0.1 $833k 1.6k 513.60
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $833k 16k 52.41
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $803k 37k 21.65
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $800k 38k 20.84
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $792k 13k 61.23
Bank of America Corporation (BAC) 0.1 $790k 14k 56.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $785k 9.5k 82.65
Boeing Company (BA) 0.1 $771k 3.6k 216.47
Qualcomm (QCOM) 0.1 $743k 4.0k 184.79
Pepsi (PEP) 0.1 $707k 5.2k 135.40
Raytheon Technologies Corp (RTX) 0.1 $675k 3.6k 189.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $669k 1.3k 496.73
Novo-nordisk A S Adr (NVO) 0.1 $658k 14k 47.94
Ge Aerospace Com New (GE) 0.1 $655k 1.8k 373.73
Ishares Tr Msci Eafe Etf (EFA) 0.1 $653k 6.3k 103.88
Emerson Electric (EMR) 0.1 $634k 4.4k 143.15
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $625k 25k 25.19
Union Pacific Corporation (UNP) 0.1 $606k 2.2k 272.00
Danaher Corporation (DHR) 0.1 $589k 3.1k 190.48
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $582k 9.9k 58.92
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $549k 276.00 1989.44
Intel Corporation (INTC) 0.1 $543k 3.9k 139.63
Monster Beverage Corp (MNST) 0.1 $531k 5.5k 96.12
McDonald's Corporation (MCD) 0.1 $520k 1.9k 270.41
Goldman Sachs (GS) 0.1 $516k 510.00 1011.37
Unilever Spon Adr New (UL) 0.1 $515k 8.6k 60.12
Honeywell International (HON) 0.1 $515k 2.3k 223.90
International Business Machines (IBM) 0.1 $510k 1.8k 281.21
Honeywell Aerospace (HONA) 0.1 $508k 2.3k 221.08
Ge Vernova (GEV) 0.1 $501k 426.00 1174.86
Sandisk Corp (SNDK) 0.1 $496k 218.00 2273.73
Howmet Aerospace (HWM) 0.1 $486k 1.8k 268.86
Ishares Tr Core S&p500 Etf (IVV) 0.1 $481k 642.00 748.89
Accenture Plc Ireland Shs Class A (ACN) 0.1 $479k 3.8k 124.44
Global X Fds Lithium Btry Etf (LIT) 0.1 $478k 6.1k 78.28
Ishares Core Msci Emkt (IEMG) 0.1 $477k 5.8k 82.84
Vanguard Index Fds Small Cp Etf (VB) 0.1 $468k 1.5k 303.12
Ishares Esg Awr Msci Em (ESGE) 0.1 $465k 8.5k 54.69
Starbucks Corporation (SBUX) 0.1 $463k 4.5k 102.19
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.1 $462k 17k 26.90
Costco Wholesale Corporation (COST) 0.1 $453k 484.00 935.47
Vaneck Etf Trust Rare Ear Str Etf (REMX) 0.1 $451k 5.1k 88.50
Walt Disney Company (DIS) 0.1 $451k 4.7k 96.26
Rockwell Automation (ROK) 0.1 $448k 904.00 495.08
Mettler-Toledo International (MTD) 0.1 $441k 345.00 1277.51
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $435k 17k 25.94
American Electric Power Company (AEP) 0.1 $433k 3.2k 136.81
Intuit (INTU) 0.1 $431k 1.7k 261.00
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $431k 22k 19.54
Roper Industries (ROP) 0.1 $428k 1.3k 338.39
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $410k 3.6k 114.18
Medtronic SHS (MDT) 0.1 $407k 5.2k 78.23
Sherwin-Williams Company (SHW) 0.1 $400k 1.2k 344.32
SLB Com Stk (SLB) 0.1 $390k 8.4k 46.49
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.1 $388k 2.0k 191.75
Novartis Sponsored Adr (NVS) 0.1 $388k 2.5k 156.72
Thermo Fisher Scientific (TMO) 0.1 $385k 768.00 501.36
EQT Corporation (EQT) 0.1 $377k 7.1k 53.17
Spdr Series Trust Sp Kensho Clean (CNRG) 0.1 $375k 3.3k 113.10
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $372k 18k 20.19
American Tower Reit (AMT) 0.1 $365k 2.2k 163.57
Intercontinental Exchange (ICE) 0.1 $362k 2.9k 123.11
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.1 $356k 9.1k 39.01
Amplify Etf Tr Amplify Lithium (BATT) 0.1 $345k 23k 15.37
Deere & Company (DE) 0.1 $344k 543.00 634.33
salesforce (CRM) 0.1 $344k 2.2k 156.66
Qnity Electronics Common Stock (Q) 0.1 $339k 2.1k 163.31
Astrazeneca Ord (AZN) 0.1 $338k 1.8k 189.62
Corteva (CTVA) 0.1 $310k 3.7k 84.69
PNC Financial Services (PNC) 0.1 $304k 1.2k 246.22
At&t (T) 0.1 $304k 15k 20.70
Applied Materials (AMAT) 0.0 $290k 401.00 723.00
Phillips 66 (PSX) 0.0 $283k 1.7k 169.05
Spdr Gold Tr Gold Shs (GLD) 0.0 $282k 765.00 368.38
Xylem (XYL) 0.0 $278k 2.4k 118.21
Norfolk Southern (NSC) 0.0 $272k 864.00 314.59
AutoZone (AZO) 0.0 $272k 85.00 3195.94
Micron Technology (MU) 0.0 $270k 234.00 1154.29
Ishares Tr Ibonds Dec 2032 (IBTM) 0.0 $269k 12k 22.70
Regeneron Pharmaceuticals (REGN) 0.0 $269k 431.00 623.54
Southern Company (SO) 0.0 $268k 2.8k 95.71
Advanced Micro Devices (AMD) 0.0 $267k 459.00 580.91
Xcel Energy (XEL) 0.0 $265k 3.3k 80.30
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $261k 500.00 522.86
Autodesk (ADSK) 0.0 $249k 1.3k 194.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $248k 2.8k 88.55
Ishares Tr Ibonds Dec 2033 (IBDY) 0.0 $245k 9.5k 25.75
Quanta Services (PWR) 0.0 $245k 340.00 720.04
Hilton Worldwide Holdings (HLT) 0.0 $245k 740.00 330.46
Otis Worldwide Corp (OTIS) 0.0 $243k 3.4k 71.60
Henry Schein (HSIC) 0.0 $237k 2.8k 83.52
Kinder Morgan (KMI) 0.0 $233k 7.3k 31.97
Intuitive Surgical Com New (ISRG) 0.0 $231k 580.00 397.68
Analog Devices (ADI) 0.0 $222k 559.00 397.17
Yum! Brands (YUM) 0.0 $222k 1.4k 159.86
Dupont De Nemours Common Stock (DD) 0.0 $220k 1.6k 135.64
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $218k 3.9k 56.50
Murphy Usa (MUSA) 0.0 $213k 396.00 538.87
Canadian Pacific Kansas City (CP) 0.0 $212k 2.5k 86.65
Fiserv (FISV) 0.0 $211k 4.3k 49.05
3M Company (MMM) 0.0 $209k 1.3k 161.91
Lowe's Companies (LOW) 0.0 $207k 939.00 220.49
FedEx Corporation (FDX) 0.0 $202k 646.00 313.13
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $76k 13k 5.83