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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.66 Million 0.54% of portfolio
15,053
Q3 2025 Reduced 0.37%
$41B
$2.64 Million 0.54% of portfolio
10,713
Q3 2025 Added 1.19%
$67.7B
$2.62 Million 0.53% of portfolio
23,443
Q3 2025 Added 0.32%
$0
$2.53 Million 0.52% of portfolio
106,546
Q3 2025 Reduced 28.42%
$0
$2.54 Million 0.52% of portfolio
41,813
Q3 2025 New
$0
$2.54 Million 0.52% of portfolio
26,600
Q3 2025 Reduced 0.52%
$0
$2.53 Million 0.51% of portfolio
103,812
Q3 2025 Added 64.77%
$261B
$2.46 Million 0.5% of portfolio
10,268
Q3 2025 Added 2.52%
$1.46T
$2.47 Million 0.5% of portfolio
3,367
Q3 2025 Reduced 0.85%
$0
$2.47 Million 0.5% of portfolio
32,431
Q3 2025 Added 0.43%
$0
$2.47 Million 0.5% of portfolio
18,343
Q3 2025 Added 0.64%
$26.6B
$2.39 Million 0.49% of portfolio
21,153
Q3 2025 New
$171B
$2.38 Million 0.49% of portfolio
2,210
Q3 2025 Reduced 0.09%
$160B
$2.37 Million 0.48% of portfolio
31,348
Q3 2025 New
$0
$2.36 Million 0.48% of portfolio
9,389
Q3 2025 Added 0.84%
$386B
$2.27 Million 0.46% of portfolio
9,817
Q3 2025 Added 1.85%
$557B
$2.15 Million 0.44% of portfolio
6,310
Q3 2025 Reduced 0.68%
$0
$2.18 Million 0.44% of portfolio
22,957
Q3 2025 Added 14.73%
$0
$2.09 Million 0.43% of portfolio
17,578
Q3 2025 Added 2.87%
$278B
$2.11 Million 0.43% of portfolio
13,273
Q3 2025 Reduced 0.66%
$8.5B
$2.06 Million 0.42% of portfolio
10,898
Q3 2025 Added 1.49%
$275B
$1.96 Million 0.4% of portfolio
18,977
Q3 2025 Reduced 0.83%
$163B
$1.86 Million 0.38% of portfolio
12,875
Q3 2025 Added 0.1%
$498B
$1.82 Million 0.37% of portfolio
1,518
Q3 2025 Reduced 1.81%
$1.44T
$1.78 Million 0.36% of portfolio
4,011
Q3 2025 Reduced 1.21%
$1.56T
$1.75 Million 0.36% of portfolio
6,271
Q3 2025 Reduced 1.1%
$0
$1.57 Million 0.32% of portfolio
19,600
Q3 2025 Added 4.7%
$621B
$1.53 Million 0.31% of portfolio
3,035
Q3 2025 Reduced 0.1%
$276B
$1.52 Million 0.31% of portfolio
5,393
Q3 2025 Added 8.16%
$188B
$1.52 Million 0.31% of portfolio
2,227
Q3 2025 Added 16.17%
$113B
$1.49 Million 0.3% of portfolio
15,764
Q3 2025 Reduced 0.79%
$0
$1.43 Million 0.29% of portfolio
33,305
Q3 2025 Added 36.77%
$0
$1.44 Million 0.29% of portfolio
2,350
Q2 2025 New
$0
$1.32 Million 0.27% of portfolio
9,362
Q3 2025 Added 25.29%
$0
$1.31 Million 0.27% of portfolio
2,183
Q3 2025 Added 0.05%
$0
$1.32 Million 0.27% of portfolio
10,510
Q3 2025 Added 2.88%
$270B
$1.27 Million 0.26% of portfolio
3,811
Q3 2025 Added 0.4%
$309B
$1.25 Million 0.26% of portfolio
8,065
Q3 2025 Added 4.75%
$74.9B
$1.3 Million 0.26% of portfolio
4,985
Q3 2025 Reduced 0.2%
$73.1B
$1.3 Million 0.26% of portfolio
4,745
Q3 2025 Reduced 1.47%
$11.5B
$1.24 Million 0.25% of portfolio
3,675
Q3 2025 Added 1.21%
$82.9B
$1.2 Million 0.24% of portfolio
9,674
Q3 2025 Reduced 0.05%
$494B
$1.11 Million 0.23% of portfolio
5,980
Q3 2025 Reduced 1.63%
$44.7B
$1.12 Million 0.23% of portfolio
12,281
Q3 2025 New
$65.9B
$1.12 Million 0.23% of portfolio
5,504
Q3 2025 Reduced 1.31%
$0
$1.09 Million 0.22% of portfolio
20,804
Q3 2025 Reduced 3.44%
$129B
$1.08 Million 0.22% of portfolio
2,169
Q3 2025 Reduced 2.21%
$135B
$1.06 Million 0.22% of portfolio
2,865
Q3 2025 Reduced 1.24%
$300B
$1.09 Million 0.22% of portfolio
15,992
Q3 2025 Added 6.46%

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
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