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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.5 Million 6.01% of portfolio
78,284
Q2 2025 Added 0.94%
$0
$26.1 Million 5.71% of portfolio
85,809
Q2 2025 Added 3.32%
$0
$23.7 Million 5.18% of portfolio
283,384
Q2 2025 Added 1.09%
$0
$14.8 Million 3.24% of portfolio
33,834
Q2 2025 Added 0.07%
$0
$14.3 Million 3.13% of portfolio
23,165
Q2 2025 Added 8.52%
$0
$11.8 Million 2.58% of portfolio
61,177
Q2 2025 Added 1.57%
$0
$8.68 Million 1.9% of portfolio
420,667
Q2 2025 New
$0
$8.58 Million 1.88% of portfolio
78,255
Q2 2025 Added 0.35%
$0
$7.82 Million 1.71% of portfolio
317,076
Q2 2025 Added 1.36%
$0
$5.61 Million 1.23% of portfolio
47,124
Q2 2025 Reduced 0.32%
$0
$5.44 Million 1.19% of portfolio
29,927
Q2 2025 Added 1.14%
$0
$5.07 Million 1.11% of portfolio
81,746
Q2 2025 Added 10.83%
$0
$4.39 Million 0.96% of portfolio
48,688
Q2 2025 Reduced 4.37%
$0
$3.59 Million 0.79% of portfolio
141,297
Q2 2025 Added 2.44%
$0
$3.54 Million 0.77% of portfolio
148,846
Q2 2025 Added 2.34%
$0
$2.7 Million 0.59% of portfolio
29,140
Q2 2025 Added 217.36%
$0
$2.57 Million 0.56% of portfolio
100,981
Q2 2025 Added 0.81%
$0
$2.56 Million 0.56% of portfolio
15,109
Q2 2025 Reduced 4.69%
$0
$2.51 Million 0.55% of portfolio
119,954
Q2 2025 Added 0.9%
$0
$2.53 Million 0.55% of portfolio
23,112
Q2 2025 Added 2.75%
$0
$2.46 Million 0.54% of portfolio
13,059
Q2 2025 Reduced 6.56%
$0
$2.44 Million 0.53% of portfolio
32,292
Q2 2025 Reduced 4.87%
$0
$2.25 Million 0.49% of portfolio
43,229
Q2 2025 New
$0
$2.22 Million 0.49% of portfolio
9,311
Q2 2025 Added 3.05%
$0
$2.22 Million 0.49% of portfolio
18,227
Q2 2025 Added 3.93%
$0
$2.15 Million 0.47% of portfolio
26,738
Q2 2025 Reduced 1.6%
$0
$2.07 Million 0.45% of portfolio
33,056
Q2 2025 Added 3.63%
$0
$1.88 Million 0.41% of portfolio
20,010
Q2 2025 New
$0
$1.87 Million 0.41% of portfolio
17,087
Q2 2025 Added 212.09%
$0
$1.49 Million 0.33% of portfolio
18,720
Q2 2025 New
$0
$1.53 Million 0.33% of portfolio
63,006
Q2 2025 Reduced 3.48%
$0
$1.33 Million 0.29% of portfolio
2,350
Q2 2025 New
$0
$1.19 Million 0.26% of portfolio
10,216
Q2 2025 Reduced 3.83%
$0
$1.2 Million 0.26% of portfolio
2,182
Q2 2025 Added 19.63%
$0
$1.08 Million 0.24% of portfolio
21,546
Q2 2025 Reduced 2.78%
$0
$1.1 Million 0.24% of portfolio
29,402
Q2 2025 Reduced 3.7%
$0
$1.06 Million 0.23% of portfolio
5,833
Q2 2025 Reduced 2.2%
$0
$1.05 Million 0.23% of portfolio
11,143
Q2 2025 Reduced 3.88%
$0
$985,000 0.22% of portfolio
24,351
Q2 2025 Added 1.96%
$0
$996,000 0.22% of portfolio
7,472
Q2 2025 New
$0
$996,000 0.22% of portfolio
21,510
Q2 2025 New
$0
$936,000 0.2% of portfolio
17,975
Q2 2025 Added 1.45%
$0
$927,000 0.2% of portfolio
17,571
Q2 2025 New
$0
$686,000 0.15% of portfolio
8,275
Q2 2025 New
$0
$692,000 0.15% of portfolio
2,473
Q2 2025 New
$0
$672,000 0.15% of portfolio
4,974
Q2 2025 Reduced 3.15%
$0
$535,000 0.12% of portfolio
12,956
Q2 2025 Reduced 1.86%
$0
$545,000 0.12% of portfolio
6,107
Q2 2025 New
$0
$558,000 0.12% of portfolio
6,258
Q2 2025 Reduced 4.02%

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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