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
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