Great Diamond Partners, LLC

CIK 0001801112 • 6 13F filings • May 13, 2025 – Jul 17, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $365.8M179 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.6M	0.7%	19,253 SH
ABBVIE INC	COM	$1.8M	0.5%	8,599 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$2.6M	0.7%	8,305 SH
AFLAC INC	COM	$2.6M	0.7%	23,553 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.4%	10,577 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.5%	12,729 SH
ALPS ETF TR	SECTR DIV DOGS	$1.0M	0.3%	17,700 SH
AMAZON COM INC	COM	$2.8M	0.8%	14,731 SH
AMERICAN EXPRESS CO	COM	$355K	0.1%	1,319 SH
AMERICAN WTR WKS CO INC NEW	COM	$217K	0.1%	1,473 SH
AMERIPRISE FINL INC	COM	$3.2M	0.9%	6,706 SH
AMGEN INC	COM	$3.3M	0.9%	10,528 SH
APOLLO GLOBAL MGMT INC	COM	$1.7M	0.5%	12,149 SH
APPLE INC	COM	$5.5M	1.5%	24,558 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$3.4M	0.9%	23,428 SH
ASML HOLDING N V	N Y REGISTRY SHS	$283K	0.1%	427 SH
ASTRAZENECA PLC	SPONSORED ADR	$318K	0.1%	4,324 SH
AT&T INC	COM	$302K	0.1%	10,671 SH
AUTODESK INC	COM	$365K	0.1%	1,394 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.5M	1.0%	11,448 SH
AUTOZONE INC	COM	$377K	0.1%	99 SH
BANCO SANTANDER S.A.	ADR	$70K	0.0%	10,375 SH
BANK AMERICA CORP	COM	$387K	0.1%	9,280 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.4%	2,982 SH
BLACKROCK INC	COM	$2.6M	0.7%	2,776 SH
BLUE OWL CAPITAL INC	COM CL A	$846K	0.2%	42,209 SH
BOEING CO	COM	$620K	0.2%	3,634 SH
BOOKING HOLDINGS INC	COM	$203K	0.1%	44 SH
BOSTON SCIENTIFIC CORP	COM	$288K	0.1%	2,858 SH
BRIGHT HORIZONS FAM SOL IN D	COM	$204K	0.1%	1,604 SH
BROADCOM INC	COM	$3.9M	1.1%	23,517 SH
CARDINAL HEALTH INC	COM	$2.1M	0.6%	15,342 SH
CHEVRON CORP NEW	COM	$409K	0.1%	2,444 SH
CISCO SYS INC	COM	$380K	0.1%	6,156 SH
COCA COLA CO	COM	$717K	0.2%	10,014 SH
CONOCOPHILLIPS	COM	$1.6M	0.4%	15,270 SH
COPART INC	COM	$288K	0.1%	5,083 SH
CORTEVA INC	COM	$212K	0.1%	3,364 SH
COSTCO WHSL CORP NEW	COM	$322K	0.1%	340 SH
DISNEY WALT CO	COM	$541K	0.1%	5,484 SH
DUPONT DE NEMOURS INC	COM	$217K	0.1%	2,904 SH
EATON CORP PLC	SHS	$2.7M	0.7%	9,933 SH
ECOLAB INC	COM	$281K	0.1%	1,110 SH
ELI LILLY & CO	COM	$5.5M	1.5%	6,610 SH
EQUINIX INC	COM	$220K	0.1%	270 SH
ERIE INDTY CO	CL A	$567K	0.2%	1,354 SH
EVERCORE INC	CLASS A	$1.9M	0.5%	9,525 SH
EXXON MOBIL CORP	COM	$1.1M	0.3%	9,461 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$8.0M	2.2%	312,816 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$1.8M	0.5%	17,537 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.7M	1.0%	50,913 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$2.1M	0.6%	33,946 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$215K	0.1%	1,903 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$1.1M	0.3%	30,531 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$220K	0.1%	2,180 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.3M	1.5%	108,764 SH
GARMIN LTD	SHS	$2.1M	0.6%	9,676 SH
GE AEROSPACE	COM NEW	$300K	0.1%	1,499 SH
GLOBAL X FDS	GLB X MLP ENRG I	$2.0M	0.6%	31,898 SH
GLOBAL X FDS	US INFR DEV ETF	$361K	0.1%	9,557 SH
GOLDMAN SACHS GROUP INC	COM	$298K	0.1%	545 SH
HOME DEPOT INC	COM	$3.0M	0.8%	8,085 SH
HUBBELL INC	COM	$2.5M	0.7%	7,632 SH
IDEXX LABS INC	COM	$6.0M	1.6%	14,219 SH
ILLINOIS TOOL WKS INC	COM	$1.2M	0.3%	4,836 SH
INTERNATIONAL BUSINESS MACHS	COM	$307K	0.1%	1,235 SH
INTUIT	COM	$217K	0.1%	354 SH
INTUITIVE SURGICAL INC	COM NEW	$338K	0.1%	683 SH
INVESCO EXCH TRADED FD TR II	S&P GBL WATER	$216K	0.1%	3,871 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$2.5M	0.7%	118,885 SH
INVESCO EXCHANGE TRADED FD T	BUILDING & CONST	$1.8M	0.5%	27,173 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$815K	0.2%	17,718 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.1M	1.4%	29,591 SH
INVESCO QQQ TR	UNIT SER 1	$855K	0.2%	1,824 SH
ISHARES GOLD TR	ISHARES NEW	$485K	0.1%	8,234 SH
ISHARES INC	CORE MSCI EMKT	$395K	0.1%	7,328 SH
ISHARES INC	ESG AWR MSCI EM	$265K	0.1%	7,596 SH
ISHARES SILVER TR	ISHARES	$354K	0.1%	11,429 SH
ISHARES TR	3 7 YR TREAS BD	$5.6M	1.5%	47,273 SH
ISHARES TR	AGENCY BOND ETF	$8.5M	2.3%	77,980 SH
ISHARES TR	CORE MSCI EAFE	$21.2M	5.8%	280,320 SH
ISHARES TR	CORE S&P MCP ETF	$4.3M	1.2%	73,755 SH
ISHARES TR	CORE S&P SCP ETF	$573K	0.2%	5,475 SH
ISHARES TR	CORE US AGGBD ET	$8.1M	2.2%	81,669 SH
ISHARES TR	ESG AW MSCI EAFE	$533K	0.1%	6,520 SH
ISHARES TR	ESG AWARE MSCI	$507K	0.1%	13,201 SH
ISHARES TR	ESG AWR MSCI USA	$626K	0.2%	5,136 SH
ISHARES TR	ESG MSCI KLD 400	$1.1M	0.3%	10,623 SH
ISHARES TR	EXPANDED TECH	$2.0M	0.5%	22,493 SH
ISHARES TR	IBDS DEC28 ETF	$3.5M	1.0%	137,937 SH
ISHARES TR	IBONDS 27 ETF	$1.6M	0.4%	65,277 SH
ISHARES TR	IBONDS DEC2026	$3.5M	1.0%	145,448 SH
ISHARES TR	ISHS 5-10YR INVT	$2.6M	0.7%	49,390 SH
ISHARES TR	JPMORGAN USD EMG	$832K	0.2%	9,182 SH
ISHARES TR	MSCI USA MIN VOL	$1.1M	0.3%	11,593 SH
ISHARES TR	PFD AND INCM SEC	$2.4M	0.7%	79,474 SH
ISHARES TR	RUSSELL 3000 ETF	$24.6M	6.7%	77,556 SH
ISHARES TR	US AER DEF ETF	$2.1M	0.6%	13,976 SH
ISHARES TR	US BR DEL SE ETF	$2.2M	0.6%	15,852 SH
JOHNSON & JOHNSON	COM	$551K	0.2%	3,323 SH
JPMORGAN CHASE & CO.	COM	$832K	0.2%	3,392 SH
KLA CORP	COM NEW	$1.5M	0.4%	2,210 SH
LAM RESEARCH CORP	COM NEW	$284K	0.1%	3,911 SH
LINDE PLC	SHS	$271K	0.1%	581 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$72K	0.0%	18,887 SH
LOCKHEED MARTIN CORP	COM	$985K	0.3%	2,204 SH
LOWES COS INC	COM	$302K	0.1%	1,297 SH
LPL FINL HLDGS INC	COM	$201K	0.1%	614 SH
MASTERCARD INCORPORATED	CL A	$814K	0.2%	1,485 SH
MCCORMICK & CO INC	COM NON VTG	$212K	0.1%	2,576 SH
MCDONALDS CORP	COM	$561K	0.2%	1,795 SH
MERCK & CO INC	COM	$739K	0.2%	8,231 SH
META PLATFORMS INC	CL A	$1.6M	0.4%	2,758 SH
MICROSOFT CORP	COM	$9.0M	2.5%	24,038 SH
MONSTER BEVERAGE CORP NEW	COM	$368K	0.1%	6,281 SH
MORGAN STANLEY	COM NEW	$1.6M	0.4%	13,289 SH
NETAPP INC	COM	$438K	0.1%	4,981 SH
NETFLIX INC	COM	$1.5M	0.4%	1,593 SH
NEXTERA ENERGY INC	COM	$1.7M	0.5%	23,781 SH
NOVARTIS AG	SPONSORED ADR	$203K	0.1%	1,819 SH
NOVO-NORDISK A S	ADR	$373K	0.1%	5,365 SH
NVIDIA CORPORATION	COM	$4.1M	1.1%	38,273 SH
NXP SEMICONDUCTORS N V	COM	$201K	0.1%	1,058 SH
ORACLE CORP	COM	$3.0M	0.8%	21,306 SH
PACKAGING CORP AMER	COM	$526K	0.1%	2,655 SH
PALO ALTO NETWORKS INC	COM	$220K	0.1%	1,288 SH
PARKER-HANNIFIN CORP	COM	$2.3M	0.6%	3,843 SH
PAYCHEX INC	COM	$3.7M	1.0%	24,231 SH
PHILLIPS 66	COM	$218K	0.1%	1,764 SH
PNC FINL SVCS GROUP INC	COM	$310K	0.1%	1,762 SH
PROCTER AND GAMBLE CO	COM	$2.1M	0.6%	12,451 SH
QUALCOMM INC	COM	$241K	0.1%	1,567 SH
REGENERON PHARMACEUTICALS	COM	$271K	0.1%	427 SH
RTX CORPORATION	COM	$410K	0.1%	3,092 SH
RYDER SYS INC	COM	$542K	0.1%	3,768 SH
S&P GLOBAL INC	COM	$350K	0.1%	688 SH
SALESFORCE INC	COM	$833K	0.2%	3,103 SH
SERVICENOW INC	COM	$327K	0.1%	411 SH
SHELL PLC	SPON ADS	$783K	0.2%	10,688 SH
SHERWIN WILLIAMS CO	COM	$446K	0.1%	1,276 SH
SHOPIFY INC	CL A	$448K	0.1%	4,689 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$368K	0.1%	12,420 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$210K	0.1%	501 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$870K	0.2%	23,882 SH
SPDR S&P 500 ETF TR	TR UNIT	$11.9M	3.3%	21,346 SH
SPDR SER TR	BLOOMBERG SHT TE	$2.5M	0.7%	100,170 SH
SPDR SER TR	S&P BK ETF	$2.0M	0.5%	36,940 SH
SPOTIFY TECHNOLOGY S A	SHS	$222K	0.1%	403 SH
STARBUCKS CORP	COM	$539K	0.1%	5,490 SH
STRYKER CORPORATION	COM	$233K	0.1%	627 SH
T-MOBILE US INC	COM	$2.0M	0.5%	7,476 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.2M	0.6%	13,549 SH
TELEFONAKTIEBOLAGET LM ERICS	ADR B SEK 10	$584K	0.2%	75,222 SH
TESLA INC	COM	$1.0M	0.3%	4,013 SH
TEXAS INSTRS INC	COM	$209K	0.1%	1,162 SH
THERMO FISHER SCIENTIFIC INC	COM	$522K	0.1%	1,050 SH
TJX COS INC NEW	COM	$1.1M	0.3%	9,154 SH
TRAVELERS COMPANIES INC	COM	$225K	0.1%	851 SH
UNILEVER PLC	SPON ADR NEW	$250K	0.1%	4,190 SH
UNION PAC CORP	COM	$707K	0.2%	2,992 SH
UNITEDHEALTH GROUP INC	COM	$1.8M	0.5%	3,520 SH
UNUM GROUP	COM	$2.9M	0.8%	35,293 SH
VANECK ETF TRUST	RETAIL ETF	$2.0M	0.6%	9,035 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.7M	0.5%	7,833 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$10.4M	2.8%	60,233 SH
VANGUARD INDEX FDS	GROWTH ETF	$12.5M	3.4%	33,811 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$22.8M	6.2%	83,048 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$217K	0.1%	4,365 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.3%	5,964 SH
VERTEX PHARMACEUTICALS INC	COM	$656K	0.2%	1,353 SH
VISA INC	COM CL A	$2.0M	0.5%	5,714 SH
WABTEC	COM	$217K	0.1%	1,196 SH
WALMART INC	COM	$569K	0.2%	6,486 SH
WASTE MGMT INC DEL	COM	$4.2M	1.1%	17,938 SH
WELLTOWER INC	COM	$2.3M	0.6%	15,066 SH
WILLIAMS COS INC	COM	$962K	0.3%	16,102 SH
WILLIAMS SONOMA INC	COM	$3.7M	1.0%	23,321 SH
WISDOMTREE TR	US MIDCAP DIVID	$1.1M	0.3%	22,162 SH
YUM BRANDS INC	COM	$237K	0.1%	1,509 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001172661-26-004501	—	View
Feb 6, 2026	Q4 2025	13F-HR	0001172661-26-000514	$519.7M	View
Oct 20, 2025	Q3 2025