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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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