Great Diamond Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$519.5M
Q ending 2026-03-31
Prior quarter
$519.7M
Q ending 2025-12-31
Change
+0.0% QoQ · +42.0% YoY
Positions
228
reported holdings
Largest positions
Top 100 of 228 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $27.7M | 86K |
| Ishares Tr | IWV | Shares | $26.7M | 72K |
| Ishares Tr | IEFA | Shares | $25.6M | 282K |
| Vanguard Index Fds | VXF | Shares | $12.7M | 62K |
| Simplify Exchange Traded Fun | AGGH | Shares | $11.6M | 569K |
| Procter & Gamble Co | PG | Shares | $11.4M | 79K |
| American Centy Etf Tr | AVEM | Shares | $10.6M | 132K |
| Microsoft Corp | MSFT | Shares | $10.5M | 28K |
| Dimensional Etf Trust | DFAI | Shares | $10.4M | 267K |
| Harbor Etf Trust | HGER | Shares | $8.8M | 282K |
| Idexx Labs Inc | IDXX | Shares | $8.1M | 14K |
| Pimco Etf Tr | PYLD | Shares | $8.0M | 305K |
| Ishares Tr | AGZ | Shares | $7.8M | 71K |
| Apple Inc | AAPL | Shares | $7.2M | 28K |
| Vanguard Index Fds | VUG | Shares | $7.1M | 16K |
| Blackrock Etf Trust | DYNF | Shares | $7.0M | 121K |
| Ishares Tr | IEI | Shares | $6.9M | 58K |
| Broadcom Inc | AVGO | Shares | $6.5M | 21K |
| Nvidia Corporation | NVDA | Shares | $6.4M | 37K |
| Ishares Tr | IJH | Shares | $6.2M | 92K |
| Invesco Exchange Traded Fd T | RSP | Shares | $5.8M | 30K |
| Ishares Tr | IBDT | Shares | $5.6M | 221K |
| Exxon Mobil Corp | XOM | Shares | $5.3M | 31K |
| Alphabet Inc | GOOGL | Shares | $5.3M | 18K |
| Waste Mgmt Inc Del | WM | Shares | $4.9M | 21K |
| Alphabet Inc | GOOG | Shares | $4.5M | 16K |
| Kla Corp | KLAC | Shares | $4.4M | 3K |
| Corning Inc | GLW | Shares | $4.4M | 32K |
| Ishares Tr | IBDR | Shares | $4.3M | 177K |
| First Tr Exchange Traded Fd | TDIV | Shares | $4.2M | 45K |
| Ishares Tr | IBDS | Shares | $4.1M | 170K |
| Cardinal Health Inc | CAH | Shares | $4.1M | 19K |
| Williams Sonoma Inc | WSM | Shares | $4.1M | 22K |
| Welltower Inc | WELL | Shares | $3.9M | 20K |
| Amgen Inc | AMGN | Shares | $3.6M | 10K |
| Anglogold Ashanti Plc | Shares | $3.6M | 37K | |
| Taiwan Semiconductor Manufac | TSM | Shares | $3.6M | 11K |
| Parker-Hannifin Corp | PH | Shares | $3.6M | 4K |
| Eli Lilly & Co | LLY | Shares | $3.5M | 4K |
| Amazon Com Inc | AMZN | Shares | $3.5M | 17K |
| Jpmorgan Chase & Co | JPM | Shares | $3.4M | 12K |
| Bank New York Mellon Corp | BNY | Shares | $3.4M | 29K |
| Spdr Series Trust | SPHY | Shares | $3.4M | 144K |
| Ishares Tr | EMB | Shares | $3.3M | 35K |
| Ishares Tr | IGIB | Shares | $3.2M | 60K |
| Spdr Series Trust | SJNK | Shares | $3.2M | 126K |
| Caterpillar Inc | CAT | Shares | $3.1M | 4K |
| Tapestry Inc | TPR | Shares | $3.0M | 22K |
| Las Vegas Sands Corp | LVS | Shares | $2.9M | 54K |
| Home Depot Inc | HD | Shares | $2.8M | 9K |
| Nextera Energy Inc | NEE | Shares | $2.8M | 30K |
| Invesco Exch Traded Fd Tr Ii | TAN | Shares | $2.8M | 50K |
| Unum Group | UNM | Shares | $2.8M | 38K |
| Blackrock Inc | BLK | Shares | $2.7M | 3K |
| Spdr Series Trust | XOP | Shares | $2.7M | 15K |
| Vaneck Etf Trust | SMH | Shares | $2.7M | 7K |
| Aflac Inc | AFL | Shares | $2.6M | 24K |
| Spdr Series Trust | XME | Shares | $2.6M | 25K |
| Spdr Series Trust | XTL | Shares | $2.6M | 14K |
| Garmin Ltd | Shares | $2.6M | 11K | |
| Williams Cos Inc | WMB | Shares | $2.6M | 36K |
| Etf Ser Solutions | QTUM | Shares | $2.6M | 24K |
| Ishares Tr | ITA | Shares | $2.6M | 12K |
| Global X Fds | DTCR | Shares | $2.6M | 108K |
| Doubleline Etf Trust | DMBS | Shares | $2.6M | 52K |
| Global X Fds | SHLD | Shares | $2.6M | 36K |
| Pgim Etf Tr | PAAA | Shares | $2.5M | 49K |
| Automatic Data Processing In | ADP | Shares | $2.5M | 12K |
| Invesco Exchange Traded Fd T | PKB | Shares | $2.5M | 25K |
| Cummins Inc | CMI | Shares | $2.4M | 5K |
| Abbvie Inc | ABBV | Shares | $2.4M | 11K |
| Barrick Mng Corp | B | Shares | $2.3M | 57K |
| Ryder Sys Inc | R | Shares | $2.3M | 11K |
| Abbott Laboratories | ABT | Shares | $2.3M | 22K |
| Paychex Inc | PAYX | Shares | $2.2M | 24K |
| Morgan Stanley | MS | Shares | $2.2M | 13K |
| Tjx Cos Inc New | TJX | Shares | $2.1M | 13K |
| Conocophillips | COP | Shares | $2.0M | 15K |
| Ishares Tr | IJR | Shares | $1.9M | 16K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.9M | 3K |
| Visa Inc | V | Shares | $1.9M | 6K |
| Ameriprise Finl Inc | AMP | Shares | $1.9M | 4K |
| Meta Platforms Inc | META | Shares | $1.8M | 3K |
| Walmart Inc | WMT | Shares | $1.7M | 14K |
| Chevron Corporation | CVX | Shares | $1.7M | 8K |
| Ishares Tr | IBDU | Shares | $1.6M | 67K |
| Spdr Index Shs Fds | SPDW | Shares | $1.5M | 34K |
| Newmont Corp | NEM | Shares | $1.5M | 14K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.5M | 19K |
| Vanguard Whitehall Fds | VYM | Shares | $1.5M | 10K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.5M | 3K |
| Johnson & Johnson | JNJ | Shares | $1.4M | 6K |
| Vanguard Index Fds | VOO | Shares | $1.4M | 2K |
| Oracle Corp | ORCL | Shares | $1.4M | 10K |
| At&T Inc | T | Shares | $1.4M | 49K |
| Tesla Inc | TSLA | Shares | $1.4M | 4K |
| Evercore Inc | EVR | Shares | $1.4M | 5K |
| Shell Plc | SHEL | Shares | $1.4M | 15K |
| Netflix Inc. | NFLX | Shares | $1.4M | 14K |
| Linde Plc | Shares | $1.3M | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.