Great Diamond Partners, LLC

CIK: 0001801112SEC EDGAR →

Portfolio Value

$519.7B

Holdings

227

As of

Q4 2025

New Positions

227

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VTI VANGUARD INDEX FDS	85,598	$28.7B	5.52%
2	IWV ISHARES TR	74,019	$28.6B	5.51%
3	AQLT ISHARES TR	288,477	$25.8B	4.97%
4	SPY SPDR S&P 500 ETF TR	22,915	$15.6B	3.01%
5	VUG VANGUARD INDEX FDS	30,323	$14.8B	2.85%
6	MSFT MICROSOFT CORP	29,576	$14.3B	2.75%
7	VXF VANGUARD INDEX FDS	60,878	$12.7B	2.45%
8	PG PROCTER AND GAMBLE CO	79,052	$11.3B	2.18%
9	AGGH SIMPLIFY EXCHANGE TRADED FUN	480,607	$9.9B	1.91%
10	IDXX IDEXX LABS INC	14,371	$9.7B	1.87%

Quarterly Changes

Top Buys

VTINEW

$28.7B

IWVNEW

$28.6B

AQLTNEW

$25.8B

SPYNEW

$15.6B

VUGNEW

$14.8B

Top Sells

No sells this quarter

New Positions (227)

$28.7B · 86K shares

$28.6B · 74K shares

$25.8B · 288K shares

$15.6B · 23K shares

$14.8B · 30K shares

$14.3B · 30K shares

$12.7B · 61K shares

$11.3B · 79K shares

$9.9B · 481K shares

$9.7B · 14K shares

$9.0B · 116K shares

$7.7B · 28K shares

$7.1B · 64K shares

$6.9B · 37K shares

$6.9B · 20K shares

$6.8B · 256K shares

$6.2B · 20K shares

$6.0B · 50K shares

$6.0B · 105K shares

$5.7B · 30K shares

$5.6B · 85K shares

$5.1B · 16K shares

$4.8B · 188K shares

$4.7B · 24K shares

$4.5B · 21K shares

$4.4B · 46K shares

$4.4B · 4K shares

$4.1B · 18K shares

$3.9B · 22K shares

$3.8B · 6K shares

$3.8B · 31K shares

$3.7B · 18K shares

$3.7B · 152K shares

$3.6B · 19K shares

$3.6B · 11K shares

$3.5B · 143K shares

$3.5B · 4K shares

$3.4B · 40K shares

AMGN

$3.4B · 10K shares

ADP

$3.2B · 13K shares

$3.1B · 27K shares

EMB

$3.0B · 31K shares

BLK

$3.0B · 3K shares

$3.0B · 9K shares

$2.9B · 54K shares

$2.9B · 9K shares

$2.9B · 37K shares

$2.8B · 133K shares

$2.8B · 22K shares

$2.8B · 13K shares

$2.7B · 15K shares

$2.7B · 21K shares

$2.7B · 17K shares

$2.7B · 24K shares

$2.7B · 2K shares

$2.6B · 10K shares

$2.6B · 31K shares

$2.6B · 103K shares

$2.6B · 24K shares

$2.6B · 40K shares

$2.6B · 46K shares

$2.5B · 36K shares

$2.5B · 19K shares

$2.5B · 31K shares

$2.5B · 23K shares

$2.4B · 26K shares

$2.4B · 55K shares

$2.4B · 10K shares

$2.3B · 13K shares

$2.3B · 24K shares

$2.3B · 10K shares

$2.2B · 6K shares

$2.2B · 43K shares

$2.2B · 11K shares

$2.1B · 4K shares

$2.1B · 3K shares

$2.1B · 35K shares

$2.1B · 11K shares

$2.1B · 17K shares

$2.0B · 18K shares

$2.0B · 13K shares

$1.9B · 6K shares

$1.7B · 4K shares

$1.6B · 6K shares

$1.5B · 19K shares

$1.5B · 3K shares

$1.5B · 2K shares

$1.5B · 10K shares

$1.4B · 15K shares

$1.4B · 16K shares

$1.4B · 11K shares

$1.4B · 4K shares

$1.4B · 14K shares

$1.3B · 13K shares

$1.3B · 2K shares

$1.3B · 4K shares

$1.3B · 10K shares

$1.3B · 55K shares

$1.2B · 8K shares

$1.2B · 5K shares

$1.2B · 6K shares

$1.2B · 16K shares

$1.2B · 5K shares

$1.2B · 5K shares

$1.2B · 26K shares

$1.1B · 3K shares

$1.1B · 18K shares

$1.0B · 2K shares

$1.0B · 19K shares

$1.0B · 14K shares

$1.0B · 20K shares

$1.0B · 2K shares

$1.0B · 3K shares

$989.0M · 5K shares

$984.0M · 3K shares

$979.0M · 9K shares

$975.0M · 10K shares

$972.0M · 26K shares

$963.0M · 17K shares

$908.0M · 9K shares

$879.0M · 5K shares

$876.0M · 5K shares

$876.0M · 13K shares

BAC

$869.0M · 16K shares

WAT

$846.0M · 2K shares

IGSB

$835.0M · 16K shares

$814.0M · 4K shares

$804.0M · 6K shares

$764.0M · 9K shares

$755.0M · 15K shares

$751.0M · 3K shares

$720.0M · 3K shares

$717.0M · 2K shares

$697.0M · 5K shares

$672.0M · 4K shares

$670.0M · 27K shares

$664.0M · 4K shares

$659.0M · 10K shares

$657.0M · 4K shares

$653.0M · 1K shares

$641.0M · 1K shares

$634.0M · 4K shares

$624.0M · 7K shares

$609.0M · 9K shares

$598.0M · 2K shares

$591.0M · 4K shares

$585.0M · 9K shares

$580.0M · 11K shares

$573.0M · 6K shares

$572.0M · 7K shares

$570.0M · 12K shares

$554.0M · 6K shares

$548.0M · 5K shares

$543.0M · 938 shares

$538.0M · 2K shares

$531.0M · 2K shares

$524.0M · 915 shares

$510.0M · 3K shares

$502.0M · 22K shares

$501.0M · 23K shares

$483.0M · 5K shares

$480.0M · 345 shares

$465.0M · 530 shares

$448.0M · 6K shares

$439.0M · 9K shares

$439.0M · 642 shares

$430.0M · 19K shares

$421.0M · 5K shares

$405.0M · 2K shares

$396.0M · 2K shares

$394.0M · 18K shares

$392.0M · 455 shares

$391.0M · 4K shares

$389.0M · 4K shares

$387.0M · 362 shares

$382.0M · 1K shares

$381.0M · 494 shares

$381.0M · 674 shares

$378.0M · 1K shares

$378.0M · 14K shares

$377.0M · 2K shares

$376.0M · 17K shares

$372.0M · 5K shares

$371.0M · 1K shares

$364.0M · 3K shares

$361.0M · 692 shares

$351.0M · 3K shares

$323.0M · 8K shares

$319.0M · 2K shares

$314.0M · 5K shares

$313.0M · 1K shares

$307.0M · 5K shares

$305.0M · 14K shares

$303.0M · 7K shares

$303.0M · 765 shares

$301.0M · 3K shares

$295.0M · 87 shares

$290.0M · 1K shares

$287.0M · 1K shares

$284.0M · 436 shares

$271.0M · 2K shares

$270.0M · 580 shares

$262.0M · 49 shares

$258.0M · 896 shares

$255.0M · 2K shares

$250.0M · 3K shares

$247.0M · 18K shares

$244.0M · 4K shares

$243.0M · 3K shares

$243.0M · 507 shares

$243.0M · 3K shares

$232.0M · 4K shares

$229.0M · 9K shares

$227.0M · 2K shares

$227.0M · 2K shares

$224.0M · 495 shares

$217.0M · 1K shares

$215.0M · 7K shares

$214.0M · 552 shares

$214.0M · 3K shares

$212.0M · 741 shares

$210.0M · 1K shares

$203.0M · 4K shares

$203.0M · 4K shares

$201.0M · 982 shares

$200.0M · 7K shares

$68.0M · 13K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	88	$268.3B	51.6%
Technology	26	$63.7B	12.3%
Unknown	12	$38.3B	7.4%
Healthcare	22	$35.8B	6.9%
Industrials	26	$30.8B	5.9%
Consumer Cyclical	16	$20.9B	4.0%
Consumer Defensive	7	$16.4B	3.2%
Communication Services	7	$16.3B	3.1%
Energy	9	$11.4B	2.2%
Basic Materials	7	$10.1B	1.9%
Real Estate	2	$4.0B	0.8%
Utilities	5	$3.6B	0.7%