Back to Great Diamond Partners, LLC

Great Diamond Partners, LLC

All holdings · as of Dec 31, 2025

227 positions

CompanyClassValueShares% of portfolio
LLOYDS BANKING GROUP PLC$68.1K12,8450.0%
KINDER MORGAN, INC.$200.7K7,3000.0%
AMETEK Inc$201.6K9820.0%
FIFTH THIRD BANCORP$203.8K4,3540.0%
First Trust Exchange-Traded Fund VIII$203.9K3,8500.0%
3M CO$210.5K1,3150.0%
Hilton Worldwide Holdings Inc.$212.9K7410.0%
Henry Schein Inc$214.6K2,8400.0%
Rockwell Automation Inc$214.8K5520.0%
INVESCO EXCHANGE TRADED FD T$215.9K7,0700.0%
Yum! Brands Inc$217.7K1,4390.0%
TYLER TECHNOLOGIES, INC.$224.7K4950.0%
BOSTON SCIENTIFIC CORP$227.2K2,3830.0%
Phillips 66$227.6K1,7640.0%
ISHARES TR$229.0K8,9700.0%
INVESCO EXCH TRADED FD TR II$232.4K3,6890.0%
XCEL ENERGY INC$243.1K3,2920.0%
SPDR DOW JONES INDL AVERAGE$243.5K5070.0%
SOUTHERN CO$243.7K2,7950.0%
Corteva, Inc.$244.5K3,6470.0%
AMPLIFY ETF TR$247.7K17,9470.0%
VANGUARD INTL EQUITY INDEX F$250.8K3,0000.0%
FIRST TR EXCHANGE TRADED FD$255.8K1,6720.0%
NORFOLK SOUTHERN CORP$258.7K8960.0%
Booking Holdings Inc$262.4K490.1%
DEERE & CO$270.0K5800.1%
ServiceNow Inc$271.6K1,7730.1%
GE Vernova Inc.$285.0K4360.1%
PACKAGING CORP OF AMERICA$287.5K1,3940.1%
The PNC Financial Services Group, Inc.$290.8K1,3930.1%
AUTOZONE INC$295.1K870.1%
Otis Worldwide Corp$301.1K3,4470.1%
SPDR GOLD TR$303.2K7650.1%
ISHARES INC$303.2K6,8650.1%
ISHARES TR$305.8K14,4570.1%
FISERV INC$307.4K4,5760.1%
LOWES COMPANIES INC$313.3K1,2990.1%
NIKE, Inc.$314.6K4,9380.1%
Xylem Inc.$319.3K2,3450.1%
SLB LIMITED/NV$323.2K8,4200.1%
NOVARTIS AG$352.0K2,5530.1%
S&P Global Inc.$361.7K6920.1%
AMERICAN ELECTRIC POWER CO INC$364.7K3,1630.1%
SHERWIN WILLIAMS CO$371.0K1,1450.1%
HOLOGIC INC$372.3K4,9980.1%
ISHARES TR$376.6K17,1610.1%
Howmet Aerospace Inc.$377.6K1,8420.1%
SIMPLIFY EXCHANGE TRADED FUN$378.1K13,8690.1%
VANGUARD INDEX FDS$378.4K1,4670.1%
REGENERON PHARMACEUTICALS, INC.$381.3K4940.1%
← PrevPage 1 of 5Next →