Institutions / Great Diamond Partners, LLC

Great Diamond Partners, LLC

CIK 1801112 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$519.68M
Positions
227
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Index Fdsโ€”$28.70M85,5985.5%
iShares Trโ€”$28.63M74,0195.5%
iShares Trโ€”$25.81M288,4775.0%
SPDR S&P 500 ETF Trโ€”$15.63M22,9153.0%
Vanguard Index Fdsโ€”$14.79M30,3232.8%
Microsoft Corpโ€”$14.30M29,5762.8%
Vanguard Index Fdsโ€”$12.73M60,8782.4%
PROCTER & GAMBLE Coโ€”$11.33M79,0522.2%
Simplify Exchange Traded Funโ€”$9.95M480,6071.9%
Idexx Laboratories Inc /Deโ€”$9.72M14,3711.9%
American Centy ETF Trโ€”$8.97M116,4381.7%
Apple Inc.โ€”$7.68M28,2511.5%
iShares Trโ€”$7.10M64,4171.4%
NVIDIA Corpโ€”$6.94M37,2311.3%
Broadcom Inc.โ€”$6.94M20,0571.3%
PIMCO ETF Trโ€”$6.84M256,2201.3%
Alphabet Inc.โ€”$6.16M19,6661.2%
iShares Trโ€”$6.03M50,4821.2%
First Tr Exchng Traded Fd VIโ€”$5.96M105,3191.1%
Invesco Exchange Traded Fd Tโ€”$5.74M29,9751.1%
iShares Trโ€”$5.62M85,1001.1%
Alphabet Inc.โ€”$5.07M16,1461.0%
iShares Trโ€”$4.77M187,5220.9%
Oracle Corpโ€”$4.65M23,8670.9%
Waste Management Incโ€”$4.53M20,6050.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.