Great Diamond Partners, LLC Portfolio Holdings

Great Diamond Partners, LLC

  • $457 Million
  • Q2 2025

Great Diamond Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $457 Million distributed in 225 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $27.5M, Vanguard Total Stock Market Et with a value of $26.1M, Ishares Tr with a value of $23.7M, Microsoft Corp with a value of $15.1M, and Vanguard Growth ETF with a value of $14.8M.

Examining the 13F form we can see an increase of $100M in the current position value, from $357M to 457M.

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

Portfolio value $457 Million
ETFs: $230 Million
Technology: $60.4 Million
Industrials: $32.4 Million
Healthcare: $31.7 Million
Financial Services: $31.1 Million
Consumer Defensive: $18.9 Million
Communication Services: $17.8 Million
Consumer Cyclical: $17.7 Million
Other: $16.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$15.1 Million 3.31% of portfolio
30,402
Q2 2025 Added 26.47%
$372B
$12.7 Million 2.78% of portfolio
79,710
Q2 2025 Added 540.19%
$53.6B
$8.12 Million 1.78% of portfolio
15,142
Q2 2025 Added 6.49%
$443B
$6.25 Million 1.37% of portfolio
39,553
Q2 2025 Added 3.34%
$815B
$5.98 Million 1.31% of portfolio
27,360
Q2 2025 Added 28.41%
$147B
$5.97 Million 1.31% of portfolio
21,654
Q2 2025 Reduced 7.92%
$3.8T
$5.93 Million 1.3% of portfolio
28,904
Q2 2025 Added 17.7%
$121B
$4.6 Million 1.01% of portfolio
14,922
Q2 2025 Added 30.35%
$88.7B
$4.18 Million 0.91% of portfolio
18,279
Q2 2025 Added 1.9%
$30.9B
$4.02 Million 0.88% of portfolio
23,207
Q2 2025 Reduced 0.94%
$2.36T
$4.04 Million 0.88% of portfolio
18,428
Q2 2025 Added 25.1%
$150B
$3.86 Million 0.84% of portfolio
10,804
Q2 2025 Added 8.77%
$52B
$3.63 Million 0.79% of portfolio
6,808
Q2 2025 Added 1.52%
$1.44T
$3.61 Million 0.79% of portfolio
20,474
Q2 2025 Added 93.57%
$13.4B
$3.5 Million 0.77% of portfolio
21,436
Q2 2025 Reduced 8.08%
$47.6B
$3.49 Million 0.76% of portfolio
24,021
Q2 2025 Reduced 0.87%
$150B
$3.39 Million 0.74% of portfolio
11,327
Q2 2025 Added 36.39%
$711B
$3.32 Million 0.73% of portfolio
4,257
Q2 2025 Reduced 35.6%
$433B
$3.27 Million 0.72% of portfolio
8,929
Q2 2025 Added 10.44%
$230B
$3.09 Million 0.68% of portfolio
22,738
Q2 2025 Added 18.1%
$211B
$3.06 Million 0.67% of portfolio
105,767
Q2 2025 Added 891.16%
$147B
$2.95 Million 0.65% of portfolio
10,573
Q2 2025 Added 0.43%
$1.53T
$2.91 Million 0.64% of portfolio
16,432
Q2 2025 Added 29.09%
$15B
$2.88 Million 0.63% of portfolio
35,677
Q2 2025 Added 1.09%
$39.4B
$2.83 Million 0.62% of portfolio
16,836
Q2 2025 Added 9.74%
$97.6B
$2.75 Million 0.6% of portfolio
3,933
Q2 2025 Added 2.34%
$78.3B
$2.62 Million 0.57% of portfolio
17,019
Q2 2025 Added 12.96%
$906B
$2.58 Million 0.56% of portfolio
8,904
Q2 2025 Added 162.5%
$1.69T
$2.51 Million 0.55% of portfolio
3,396
Q2 2025 Added 23.13%
$68.5B
$2.46 Million 0.54% of portfolio
23,369
Q2 2025 Reduced 0.78%
$298B
$2.39 Million 0.52% of portfolio
10,016
Q2 2025 Added 33.98%
$86B
$2.27 Million 0.5% of portfolio
24,903
Q2 2025 New
$554B
$2.26 Million 0.49% of portfolio
6,353
Q2 2025 Added 11.18%
$45.2B
$2.21 Million 0.48% of portfolio
10,587
Q2 2025 Added 9.42%
$535B
$2.07 Million 0.45% of portfolio
1,546
Q2 2025 Reduced 2.95%
$71.2B
$2.06 Million 0.45% of portfolio
32,832
Q2 2025 Added 103.9%
$140B
$1.98 Million 0.43% of portfolio
2,212
Q2 2025 Added 0.09%
$281B
$1.87 Million 0.41% of portfolio
19,136
Q2 2025 Added 195.04%
$265B
$1.88 Million 0.41% of portfolio
13,361
Q2 2025 Added 0.54%
$385B
$1.79 Million 0.39% of portfolio
9,639
Q2 2025 Added 12.09%
$83.1B
$1.73 Million 0.38% of portfolio
12,188
Q2 2025 Added 0.32%
$9.42B
$1.71 Million 0.37% of portfolio
10,738
Q2 2025 Added 184.98%
$164B
$1.59 Million 0.35% of portfolio
12,862
Q2 2025 Added 40.51%
$184B
$1.51 Million 0.33% of portfolio
1,917
Q2 2025 Added 441.53%
$644B
$1.48 Million 0.32% of portfolio
3,038
Q2 2025 Added 1.88%
$230B
$1.47 Million 0.32% of portfolio
4,986
Q2 2025 Added 303.72%
$118B
$1.43 Million 0.31% of portfolio
15,889
Q2 2025 Added 4.05%
$1.36T
$1.44 Million 0.31% of portfolio
6,341
Q2 2025 Reduced 53.2%
$77.1B
$1.3 Million 0.28% of portfolio
4,816
Q2 2025 Added 333.87%

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $457 Million
  • Prior Value $357 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 59 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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