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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.6B
$8.12 Million 1.78% of portfolio
15,142
Q2 2025 Added 6.49%
$147B
$5.97 Million 1.31% of portfolio
21,654
Q2 2025 Reduced 7.92%
$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%
$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%
$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%
$147B
$2.95 Million 0.65% of portfolio
10,573
Q2 2025 Added 0.43%
$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%
$68.5B
$2.46 Million 0.54% of portfolio
23,369
Q2 2025 Reduced 0.78%
$45.2B
$2.21 Million 0.48% of portfolio
10,587
Q2 2025 Added 9.42%
$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%
$83.1B
$1.73 Million 0.38% of portfolio
12,188
Q2 2025 Added 0.32%
$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%
$118B
$1.43 Million 0.31% of portfolio
15,889
Q2 2025 Added 4.05%
$77.1B
$1.3 Million 0.28% of portfolio
4,816
Q2 2025 Added 333.87%
$81.1B
$1.24 Million 0.27% of portfolio
4,995
Q2 2025 Added 3.29%
$143B
$1.15 Million 0.25% of portfolio
2,901
Q2 2025 Added 362.68%
$60.2B
$1.14 Million 0.25% of portfolio
5,577
Q2 2025 Added 333.0%
$142B
$1.09 Million 0.24% of portfolio
4,698
Q2 2025 New
$124B
$1.03 Million 0.22% of portfolio
2,218
Q2 2025 Added 0.64%
$126B
$992,000 0.22% of portfolio
14,375
Q2 2025 Added 167.94%
$70.9B
$955,000 0.21% of portfolio
9,679
Q2 2025 New
$13.5B
$980,000 0.21% of portfolio
3,631
Q2 2025 Reduced 61.88%
$53.6B
$915,000 0.2% of portfolio
1,615
Q2 2025 New
$181B
$851,000 0.19% of portfolio
5,344
Q2 2025 Added 241.03%
$35.5B
$850,000 0.19% of portfolio
8,944
Q2 2025 New
$79.5B
$878,000 0.19% of portfolio
7,019
Q2 2025 New
$177B
$815,000 0.18% of portfolio
4,192
Q2 2025 Added 260.76%
$129B
$841,000 0.18% of portfolio
4,014
Q2 2025 Added 10.46%
$51.2B
$805,000 0.18% of portfolio
11,012
Q2 2025 New
$17.9B
$801,000 0.18% of portfolio
2,295
Q2 2025 New
$101B
$790,000 0.17% of portfolio
1,776
Q2 2025 Added 31.26%
$194B
$754,000 0.16% of portfolio
5,714
Q2 2025 New
$158B
$703,000 0.15% of portfolio
11,508
Q2 2025 Added 174.65%
$18.3B
$646,000 0.14% of portfolio
11,088
Q2 2025 New
$26.5B
$649,000 0.14% of portfolio
76,543
Q2 2025 Added 1.76%
$133B
$636,000 0.14% of portfolio
2,765
Q2 2025 Reduced 7.59%
$137B
$617,000 0.13% of portfolio
3,126
Q2 2025 New
$80.2B
$591,000 0.13% of portfolio
4,433
Q2 2025 New
$96.2B
$582,000 0.13% of portfolio
3,177
Q2 2025 New

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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