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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.4 Million 7.01% of portfolio
393,989
Q3 2025 Added 39.03%
$0
$29 Million 5.92% of portfolio
88,473
Q3 2025 Added 3.1%
$0
$29 Million 5.92% of portfolio
76,626
Q3 2025 Reduced 2.12%
$0
$15.7 Million 3.19% of portfolio
23,494
Q3 2025 Added 1.42%
$0
$15 Million 3.06% of portfolio
31,277
Q3 2025 Reduced 7.56%
$0
$13 Million 2.65% of portfolio
62,162
Q3 2025 Added 1.61%
$0
$9.55 Million 1.95% of portfolio
461,077
Q3 2025 Added 9.61%
$0
$7.02 Million 1.43% of portfolio
63,591
Q3 2025 Reduced 18.74%
$0
$5.95 Million 1.21% of portfolio
49,811
Q3 2025 Added 5.7%
$0
$5.77 Million 1.18% of portfolio
30,424
Q3 2025 Added 1.66%
$0
$5.57 Million 1.13% of portfolio
85,276
Q3 2025 Added 4.32%
$0
$4.66 Million 0.95% of portfolio
47,292
Q3 2025 Reduced 2.87%
$0
$3.54 Million 0.72% of portfolio
138,525
Q3 2025 Reduced 1.96%
$0
$2.92 Million 0.59% of portfolio
30,658
Q3 2025 Added 5.21%
$0
$2.85 Million 0.58% of portfolio
37,314
Q3 2025 Reduced 13.68%
$0
$2.85 Million 0.58% of portfolio
52,616
Q3 2025 Added 6.06%
$0
$2.71 Million 0.55% of portfolio
12,957
Q3 2025 Reduced 0.78%
$0
$2.69 Million 0.55% of portfolio
128,503
Q3 2025 Added 7.13%
$0
$2.66 Million 0.54% of portfolio
23,088
Q3 2025 Reduced 0.1%
$0
$2.66 Million 0.54% of portfolio
15,053
Q3 2025 Reduced 0.37%
$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%
$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%
$0
$2.36 Million 0.48% of portfolio
9,389
Q3 2025 Added 0.84%
$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%
$0
$1.57 Million 0.32% of portfolio
19,600
Q3 2025 Added 4.7%
$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%
$0
$1.09 Million 0.22% of portfolio
20,804
Q3 2025 Reduced 3.44%
$0
$1.03 Million 0.21% of portfolio
10,777
Q3 2025 Reduced 3.28%
$0
$1.04 Million 0.21% of portfolio
18,024
Q3 2025 Added 0.27%
$0
$1.02 Million 0.21% of portfolio
5,608
Q3 2025 Reduced 3.86%
$0
$1.05 Million 0.21% of portfolio
27,326
Q3 2025 Reduced 7.06%
$0
$1.02 Million 0.21% of portfolio
20,742
Q3 2025 Reduced 3.57%
$0
$868,000 0.18% of portfolio
16,371
Q3 2025 Reduced 6.83%
$0
$894,000 0.18% of portfolio
3,044
Q3 2025 Added 23.09%
$0
$780,000 0.16% of portfolio
9,275
Q3 2025 Added 12.08%
$0
$747,000 0.15% of portfolio
5,135
Q3 2025 Added 3.24%
$0
$617,000 0.13% of portfolio
6,618
Q3 2025 Added 8.37%
$65.3B
$579,000 0.12% of portfolio
7,967
Q2 2025 Reduced 3.24%
$0
$605,000 0.12% of portfolio
6,513
Q3 2025 Added 4.07%
$0
$606,000 0.12% of portfolio
13,444
Q3 2025 Added 3.77%

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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