Great Diamond Partners, LLC Portfolio Holdings

Great Diamond Partners, LLC

  • $491 Million
  • Q3 2025

Great Diamond Partners, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $491 Million distributed in 225 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $34.4M, Vanguard Total Stock Market Et with a value of $29M, Ishares Russell 3000 ETF with a value of $29M, Spdr S&P 500 ETF Trust with a value of $15.7M, and Microsoft Corp with a value of $15.5M.

Examining the 13F form we can see an increase of $33.7M in the current position value, from $457M to 491M.

Below you can find more details about Great Diamond Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $491 Million
ETFs: $248 Million
Technology: $65.1 Million
Healthcare: $32.9 Million
Industrials: $32.5 Million
Financial Services: $30.5 Million
Consumer Cyclical: $23 Million
Communication Services: $19.9 Million
Consumer Defensive: $17.8 Million
Other: $20.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.4 Million 7.01% of portfolio
393,989
Q3 2025 Added 39.03%
$0
$29 Million 5.92% of portfolio
88,473
Q3 2025 Added 3.1%
$0
$29 Million 5.92% of portfolio
76,626
Q3 2025 Reduced 2.12%
$0
$15.7 Million 3.19% of portfolio
23,494
Q3 2025 Added 1.42%
$3.86T
$15.5 Million 3.15% of portfolio
29,872
Q3 2025 Reduced 1.74%
$0
$15 Million 3.06% of portfolio
31,277
Q3 2025 Reduced 7.56%
$0
$13 Million 2.65% of portfolio
62,162
Q3 2025 Added 1.61%
$356B
$12.2 Million 2.49% of portfolio
79,595
Q3 2025 Reduced 0.14%
$52.4B
$9.58 Million 1.95% of portfolio
15,001
Q3 2025 Reduced 0.93%
$0
$9.55 Million 1.95% of portfolio
461,077
Q3 2025 Added 9.61%
$4.35T
$7.34 Million 1.49% of portfolio
28,810
Q3 2025 Reduced 0.33%
$505B
$7.18 Million 1.46% of portfolio
38,475
Q3 2025 Reduced 2.73%
$0
$7.02 Million 1.43% of portfolio
63,591
Q3 2025 Reduced 18.74%
$708B
$6.81 Million 1.39% of portfolio
24,197
Q3 2025 Reduced 11.56%
$150B
$6.72 Million 1.37% of portfolio
20,364
Q3 2025 Reduced 5.96%
$0
$5.95 Million 1.21% of portfolio
49,811
Q3 2025 Added 5.7%
$0
$5.57 Million 1.13% of portfolio
85,276
Q3 2025 Added 4.32%
$1.68T
$4.94 Million 1.01% of portfolio
20,315
Q3 2025 Reduced 0.78%
$0
$4.66 Million 0.95% of portfolio
47,292
Q3 2025 Reduced 2.87%
$82B
$4.47 Million 0.91% of portfolio
20,263
Q3 2025 Added 10.85%
$108B
$4.42 Million 0.9% of portfolio
15,058
Q3 2025 Added 0.91%
$152B
$4.31 Million 0.88% of portfolio
11,512
Q3 2025 Added 6.55%
$13B
$4.25 Million 0.87% of portfolio
21,743
Q3 2025 Added 1.43%
$2.49T
$4.03 Million 0.82% of portfolio
18,340
Q3 2025 Reduced 0.48%
$1.72T
$3.99 Million 0.81% of portfolio
16,368
Q3 2025 Reduced 0.39%
$25.6B
$3.77 Million 0.77% of portfolio
23,574
Q3 2025 Added 1.58%
$389B
$3.57 Million 0.73% of portfolio
8,807
Q3 2025 Reduced 1.37%
$83.9B
$3.51 Million 0.72% of portfolio
19,729
Q3 2025 Added 15.92%
$477B
$3.56 Million 0.72% of portfolio
31,533
Q3 2025 Reduced 0.24%
$0
$3.54 Million 0.72% of portfolio
138,525
Q3 2025 Reduced 1.96%
$48.3B
$3.46 Million 0.7% of portfolio
7,036
Q3 2025 Added 3.35%
$820B
$3.19 Million 0.65% of portfolio
4,178
Q3 2025 Reduced 1.86%
$176B
$3.07 Million 0.63% of portfolio
108,749
Q3 2025 Added 2.82%
$99.3B
$3.02 Million 0.62% of portfolio
3,983
Q3 2025 Added 1.27%
$42.2B
$3.03 Million 0.62% of portfolio
23,889
Q3 2025 Reduced 0.55%
$216B
$3.03 Million 0.62% of portfolio
22,594
Q3 2025 Reduced 0.63%
$160B
$2.98 Million 0.61% of portfolio
10,547
Q3 2025 Reduced 0.25%
$0
$2.92 Million 0.59% of portfolio
30,658
Q3 2025 Added 5.21%
$0
$2.85 Million 0.58% of portfolio
37,314
Q3 2025 Reduced 13.68%
$0
$2.85 Million 0.58% of portfolio
52,616
Q3 2025 Added 6.06%
$14.7B
$2.84 Million 0.58% of portfolio
36,549
Q3 2025 Added 2.44%
$87.2B
$2.8 Million 0.57% of portfolio
25,677
Q3 2025 Added 3.11%
$913B
$2.8 Million 0.57% of portfolio
8,868
Q3 2025 Reduced 0.4%
$50B
$2.76 Million 0.56% of portfolio
17,602
Q3 2025 Added 4.55%
$0
$2.76 Million 0.56% of portfolio
107,771
Q3 2025 Added 6.72%
$0
$2.71 Million 0.55% of portfolio
12,957
Q3 2025 Reduced 0.78%
$0
$2.69 Million 0.55% of portfolio
128,503
Q3 2025 Added 7.13%
$0
$2.66 Million 0.54% of portfolio
23,088
Q3 2025 Reduced 0.1%
$158B
$2.63 Million 0.54% of portfolio
10,654
Q3 2025 Reduced 5.94%

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $491 Million
  • Prior Value $457 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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