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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$15.5 Million 3.15% of portfolio
29,872
Q3 2025 Reduced 1.74%
$346B
$12.2 Million 2.49% of portfolio
79,595
Q3 2025 Reduced 0.14%
$57.4B
$9.58 Million 1.95% of portfolio
15,001
Q3 2025 Reduced 0.93%
$4.3T
$7.34 Million 1.49% of portfolio
28,810
Q3 2025 Reduced 0.33%
$465B
$7.18 Million 1.46% of portfolio
38,475
Q3 2025 Reduced 2.73%
$593B
$6.81 Million 1.39% of portfolio
24,197
Q3 2025 Reduced 11.56%
$139B
$6.72 Million 1.37% of portfolio
20,364
Q3 2025 Reduced 5.96%
$1.65T
$4.94 Million 1.01% of portfolio
20,315
Q3 2025 Reduced 0.78%
$85.9B
$4.47 Million 0.91% of portfolio
20,263
Q3 2025 Added 10.85%
$104B
$4.42 Million 0.9% of portfolio
15,058
Q3 2025 Added 0.91%
$140B
$4.31 Million 0.88% of portfolio
11,512
Q3 2025 Added 6.55%
$12.2B
$4.25 Million 0.87% of portfolio
21,743
Q3 2025 Added 1.43%
$2.39T
$4.03 Million 0.82% of portfolio
18,340
Q3 2025 Reduced 0.48%
$1.74T
$3.99 Million 0.81% of portfolio
16,368
Q3 2025 Reduced 0.39%
$24.4B
$3.77 Million 0.77% of portfolio
23,574
Q3 2025 Added 1.58%
$367B
$3.57 Million 0.73% of portfolio
8,807
Q3 2025 Reduced 1.37%
$490B
$3.56 Million 0.72% of portfolio
31,533
Q3 2025 Reduced 0.24%
$47B
$3.46 Million 0.7% of portfolio
7,036
Q3 2025 Added 3.35%
$971B
$3.19 Million 0.65% of portfolio
4,178
Q3 2025 Reduced 1.86%
$181B
$3.07 Million 0.63% of portfolio
108,749
Q3 2025 Added 2.82%
$107B
$3.02 Million 0.62% of portfolio
3,983
Q3 2025 Added 1.27%
$40.4B
$3.03 Million 0.62% of portfolio
23,889
Q3 2025 Reduced 0.55%
$228B
$3.03 Million 0.62% of portfolio
22,594
Q3 2025 Reduced 0.63%
$183B
$2.98 Million 0.61% of portfolio
10,547
Q3 2025 Reduced 0.25%
$15.4B
$2.84 Million 0.58% of portfolio
36,549
Q3 2025 Added 2.44%
$89.3B
$2.8 Million 0.57% of portfolio
25,677
Q3 2025 Added 3.11%
$881B
$2.8 Million 0.57% of portfolio
8,868
Q3 2025 Reduced 0.4%
$53.8B
$2.76 Million 0.56% of portfolio
17,602
Q3 2025 Added 4.55%
$152B
$2.63 Million 0.54% of portfolio
10,654
Q3 2025 Reduced 5.94%
$37.2B
$2.64 Million 0.54% of portfolio
10,713
Q3 2025 Added 1.19%
$72.3B
$2.62 Million 0.53% of portfolio
23,443
Q3 2025 Added 0.32%
$269B
$2.46 Million 0.5% of portfolio
10,268
Q3 2025 Added 2.52%
$1.37T
$2.47 Million 0.5% of portfolio
3,367
Q3 2025 Reduced 0.85%
$24.5B
$2.39 Million 0.49% of portfolio
21,153
Q3 2025 New
$161B
$2.38 Million 0.49% of portfolio
2,210
Q3 2025 Reduced 0.09%
$168B
$2.37 Million 0.48% of portfolio
31,348
Q3 2025 New
$414B
$2.27 Million 0.46% of portfolio
9,817
Q3 2025 Added 1.85%
$74.3B
$2.2 Million 0.45% of portfolio
34,720
Q3 2025 Added 5.75%
$533B
$2.15 Million 0.44% of portfolio
6,310
Q3 2025 Reduced 0.68%
$270B
$2.11 Million 0.43% of portfolio
13,273
Q3 2025 Reduced 0.66%
$8.26B
$2.06 Million 0.42% of portfolio
10,898
Q3 2025 Added 1.49%
$279B
$1.96 Million 0.4% of portfolio
18,977
Q3 2025 Reduced 0.83%
$170B
$1.86 Million 0.38% of portfolio
12,875
Q3 2025 Added 0.1%
$49.1B
$1.82 Million 0.37% of portfolio
1,518
Q3 2025 Reduced 1.81%
$1.29T
$1.78 Million 0.36% of portfolio
4,011
Q3 2025 Reduced 1.21%
$1.46T
$1.75 Million 0.36% of portfolio
6,271
Q3 2025 Reduced 1.1%
$662B
$1.53 Million 0.31% of portfolio
3,035
Q3 2025 Reduced 0.1%
$266B
$1.52 Million 0.31% of portfolio
5,393
Q3 2025 Added 8.16%
$182B
$1.52 Million 0.31% of portfolio
2,227
Q3 2025 Added 16.17%

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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