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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$68.5B
$2.46 Million 0.54% of portfolio
23,369
Q2 2025 Reduced 0.78%
$0
$2.44 Million 0.53% of portfolio
32,292
Q2 2025 Reduced 4.87%
$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
$0
$2.25 Million 0.49% of portfolio
43,229
Q2 2025 New
$554B
$2.26 Million 0.49% of portfolio
6,353
Q2 2025 Added 11.18%
$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%
$45.2B
$2.21 Million 0.48% of portfolio
10,587
Q2 2025 Added 9.42%
$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%
$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%
$0
$1.87 Million 0.41% of portfolio
17,087
Q2 2025 Added 212.09%
$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%
$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%
$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%
$0
$1.33 Million 0.29% of portfolio
2,350
Q2 2025 New
$77.1B
$1.3 Million 0.28% of portfolio
4,816
Q2 2025 Added 333.87%
$1.29T
$1.29 Million 0.28% of portfolio
4,060
Q2 2025 Added 1.17%
$81.1B
$1.24 Million 0.27% of portfolio
4,995
Q2 2025 Added 3.29%
$245B
$1.21 Million 0.26% of portfolio
3,796
Q2 2025 Added 187.79%
$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%
$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
$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%
$308B
$1.1 Million 0.24% of portfolio
7,699
Q2 2025 Added 215.02%
$275B
$1.04 Million 0.23% of portfolio
15,022
Q2 2025 Added 144.02%
$556B
$1.06 Million 0.23% of portfolio
1,885
Q2 2025 Added 26.94%
$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

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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