MondegarAI
Great Diamond Partners, LLC

Q4 2025 · 13F-HR

Great Diamond Partners, LLCholdings as filed

Filed 2026-02-06 · accession 0001172661-26-000514

$519.7M
Reported value
227
Positions
2025-12-31
Period end
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The Brief · Great Diamond Partners, LLC · Q4 2025

AI · grounded in 13F

Great Diamond Partners, LLC established a new position in AVEM worth $8.97M. The fund also opened new stakes in B for $2.39M and NEM for $1.33M. On the sell side, the fund trimmed its holdings in TMUS by 80.55% and T by 75.18%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$28.7M5.52%85,598CommonSOLE
464287689IWVISHARES TR$28.6M5.51%74,019CommonSOLE
46432F842IEFAISHARES TR$25.8M4.97%288,477CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$15.6M3.01%22,915CommonSOLE
922908736VUGVANGUARD INDEX FDS$14.8M2.85%30,323CommonSOLE
594918104MSFTMICROSOFT CORP$14.3M2.75%29,576CommonSOLE
922908652VXFVANGUARD INDEX FDS$12.7M2.45%60,878CommonSOLE
742718109PGPROCTER AND GAMBLE CO$11.3M2.18%79,052CommonSOLE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$9.9M1.91%480,607CommonSOLE
45168D104IDXXIDEXX LABS INC$9.7M1.87%14,371CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$9.0M1.73%116,438CommonSOLE
037833100AAPLAPPLE INC$7.7M1.48%28,251CommonSOLE
464288166AGZISHARES TR$7.1M1.37%64,417CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.9M1.34%37,231CommonSOLE
11135F101AVGOBROADCOM INC$6.9M1.34%20,057CommonSOLE
72201R585PYLDPIMCO ETF TR$6.8M1.32%256,220CommonSOLE
02079K305GOOGLALPHABET INC$6.2M1.18%19,666CommonSOLE
464288661IEIISHARES TR$6.0M1.16%50,482CommonSOLE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$6.0M1.15%105,319CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$5.7M1.10%29,975CommonSOLE
464287507IJHISHARES TR$5.6M1.08%85,100CommonSOLE
02079K107GOOGALPHABET INC$5.1M0.97%16,146CommonSOLE
46435U515IBDTISHARES TR$4.8M0.92%187,522CommonSOLE
68389X105ORCLORACLE CORP$4.7M0.90%23,867CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.5M0.87%20,605CommonSOLE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$4.4M0.85%45,844CommonSOLE
532457108LLYELI LILLY & CO$4.4M0.84%4,071CommonSOLE
023135106AMZNAMAZON COM INC$4.1M0.80%17,929CommonSOLE
969904101WSMWILLIAMS SONOMA INC$3.9M0.75%21,737CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.8M0.74%6,135CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.8M0.73%31,497CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$3.7M0.72%18,091CommonSOLE
46435UAA9IBDSISHARES TR$3.7M0.71%152,269CommonSOLE
95040Q104WELLWELLTOWER INC$3.6M0.70%19,489CommonSOLE
G29183103ETNEATON CORP PLC$3.6M0.69%11,293CommonSOLE
46435GAA0IBDRISHARES TR$3.5M0.67%142,789CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.5M0.67%3,932CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$3.4M0.66%40,170CommonSOLE
031162100AMGNAMGEN INC$3.4M0.65%10,371CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$3.2M0.62%12,560CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.1M0.60%26,829CommonSOLE
464288281EMBISHARES TR$3.0M0.58%31,226CommonSOLE
09290D101BLKBLACKROCK INC$3.0M0.57%2,791CommonSOLE
437076102HDHOME DEPOT INC$3.0M0.57%8,619CommonSOLE
464288638IGIBISHARES TR$2.9M0.56%53,764CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$2.9M0.55%8,920CommonSOLE
91529Y106UNMUNUM GROUP$2.9M0.55%36,808CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$2.8M0.54%133,297CommonSOLE
002824100ABTABBOTT LABS$2.8M0.54%22,268CommonSOLE
464288760ITAISHARES TR$2.8M0.53%12,890CommonSOLE
464288794IAIISHARES TR$2.7M0.52%15,093CommonSOLE
876030107TPRTAPESTRY INC$2.7M0.52%21,100CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$2.7M0.52%16,587CommonSOLE
704326107PAYXPAYCHEX INC$2.7M0.52%23,873CommonSOLE
482480100KLACKLA CORP$2.7M0.51%2,199CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.6M0.51%9,867CommonSOLE
92189F106GDXVANECK ETF TRUST$2.6M0.51%30,768CommonSOLE
78468R408SJNKSPDR SERIES TRUST$2.6M0.50%103,328CommonSOLE
001055102AFLAFLAC INC$2.6M0.50%23,541CommonSOLE
37950E416SOCLGLOBAL X FDS$2.6M0.49%46,397CommonSOLE
37960A529SHLDGLOBAL X FDS$2.6M0.49%39,536CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$2.5M0.49%35,673CommonSOLE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$2.5M0.49%19,459CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.5M0.48%30,948CommonSOLE
464287515IGVISHARES TR$2.5M0.48%23,365CommonSOLE
46137V779PKBINVESCO EXCHANGE TRADED FD T$2.4M0.47%26,458CommonSOLE
06849F108BBARRICK MNG CORP$2.4M0.46%54,953CommonSOLE
92189F684RTHVANECK ETF TRUST$2.4M0.46%9,546CommonSOLE
617446448MSMORGAN STANLEY$2.3M0.45%13,233CommonSOLE
464288588MBBISHARES TR$2.3M0.45%24,397CommonSOLE
00287Y109ABBVABBVIE INC$2.3M0.44%9,935CommonSOLE
92826C839VVISA INC$2.2M0.43%6,382CommonSOLE
69344A834PAAAPGIM ETF TR$2.2M0.42%42,653CommonSOLE
H2906T109GRMNGARMIN LTD$2.2M0.42%10,641CommonSOLE
03076C106AMPAMERIPRISE FINL INC$2.1M0.41%4,327CommonSOLE
30303M102METAMETA PLATFORMS INC$2.1M0.40%3,180CommonSOLE
969457100WMBWILLIAMS COS INC$2.1M0.40%34,870CommonSOLE
783549108RRYDER SYS INC$2.1M0.40%10,920CommonSOLE
464287804IJRISHARES TR$2.1M0.40%17,165CommonSOLE
931142103WMTWALMART INC$2.0M0.38%17,910CommonSOLE
872540109TJXTJX COS INC NEW$2.0M0.38%12,924CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.9M0.36%6,184CommonSOLE
88160R101TSLATESLA INC$1.7M0.32%3,683CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.32%5,530CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.5M0.30%19,250CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.29%3,044CommonSOLE
461202103INTUINTUIT$1.5M0.29%2,262CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.5M0.28%10,232CommonSOLE
20825C104COPCONOCOPHILLIPS$1.4M0.27%15,186CommonSOLE
219350105GLWCORNING INC$1.4M0.27%15,983CommonSOLE
464288570DSIISHARES TR$1.4M0.27%10,782CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.4M0.27%3,738CommonSOLE
64110L106NFLXNETFLIX INC$1.4M0.26%14,419CommonSOLE
651639106NEMNEWMONT CORP$1.3M0.26%13,334CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.26%2,164CommonSOLE
29977A105EVREVERCORE INC$1.3M0.25%3,887CommonSOLE
032095101APHAMPHENOL CORP NEW$1.3M0.25%9,631CommonSOLE
46436E205IBDUISHARES TR$1.3M0.25%54,500CommonSOLE
166764100CVXCHEVRON CORP NEW$1.2M0.24%8,157CommonSOLE
278865100ECLECOLAB INC$1.2M0.24%4,713CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.2M0.24%5,926CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.23%15,549CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.2M0.23%4,854CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.2M0.23%5,360CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$1.2M0.22%26,098CommonSOLE
G54950103LINLINDE PLC$1.1M0.21%2,611CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1.1M0.21%18,199CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.0M0.20%2,162CommonSOLE
26884L109EQTEQT CORP$1.0M0.20%19,198CommonSOLE
780259305SHELSHELL PLC$1.0M0.20%13,938CommonSOLE
97717W802DTHWISDOMTREE TR$1.0M0.20%19,778CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.0M0.20%1,786CommonSOLE
922908629VOVANGUARD INDEX FDS$1.0M0.19%3,476CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$989,3380.19%5,371CommonSOLE
863667101SYKSTRYKER CORPORATION$984,4670.19%2,801CommonSOLE
693718108PCARPACCAR INC$979,4570.19%8,944CommonSOLE
46429B697USMVISHARES TR$975,7800.19%10,363CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$972,8050.19%25,688CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$963,7460.19%16,582CommonSOLE
58933Y105MRKMERCK & CO INC$908,3940.17%8,630CommonSOLE
438516106HONHONEYWELL INTL INC$879,0760.17%4,506CommonSOLE
747525103QCOMQUALCOMM INC$876,8020.17%5,126CommonSOLE
191216100KOCOCA COLA CO$876,1820.17%12,533CommonSOLE
060505104BACBANK AMERICA CORP$869,8250.17%15,815CommonSOLE
941848103WATWATERS CORP$846,6410.16%2,229CommonSOLE
464288646IGSBISHARES TR$835,5040.16%15,800CommonSOLE
097023105BABOEING CO$814,8510.16%3,753CommonSOLE
713448108PEPPEPSICO INC$804,5730.15%5,606CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$764,2190.15%9,125CommonSOLE
670100205NVONOVO-NORDISK A S$755,8220.15%14,855CommonSOLE
79466L302CRMSALESFORCE INC$751,8150.14%2,838CommonSOLE
235851102DHRDANAHER CORPORATION$720,8690.14%3,149CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$717,9950.14%1,613CommonSOLE
46435G425ESGUISHARES TR$697,8220.13%4,684CommonSOLE
882508104TXNTEXAS INSTRS INC$672,4470.13%3,876CommonSOLE
00206R102TAT&T INC$670,3820.13%26,988CommonSOLE
512807306LRCXLAM RESEARCH CORP$664,6920.13%3,883CommonSOLE
46434G103IEMGISHARES INC$659,2270.13%9,807CommonSOLE
75513E101RTXRTX CORPORATION$657,6720.13%3,586CommonSOLE
90384S303ULTAULTA BEAUTY INC$653,4110.13%1,080CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$641,9580.12%1,416CommonSOLE
82509L107SHOPSHOPIFY INC$634,8660.12%3,944CommonSOLE
464287465EFAISHARES TR$624,8670.12%6,507CommonSOLE
46428Q109SLVISHARES SILVER TR$609,8000.12%9,466CommonSOLE
580135101MCDMCDONALDS CORP$598,0220.12%1,957CommonSOLE
291011104EMREMERSON ELEC CO$591,9310.11%4,460CommonSOLE
904767803ULUNILEVER PLC$585,5920.11%8,954CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$580,8170.11%10,992CommonSOLE
46435G516ESGDISHARES TR$573,2030.11%6,028CommonSOLE
464285204IAUISHARES GOLD TR$572,0050.11%7,047CommonSOLE
46435U663ESMLISHARES TR$570,3820.11%12,405CommonSOLE
78468R663BILSPDR SERIES TRUST$554,6770.11%6,070CommonSOLE
254687106DISDISNEY WALT CO$548,8750.11%4,824CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$543,5240.10%938CommonSOLE
907818108UNPUNION PAC CORP$538,7440.10%2,329CommonSOLE
369604301GEGE AEROSPACE$531,6600.10%1,726CommonSOLE
149123101CATCATERPILLAR INC$524,1760.10%915CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$510,9840.10%3,155CommonSOLE
46436E841IBTHISHARES TR$502,3390.10%22,356CommonSOLE
46436E726IBDVISHARES TR$501,6070.10%22,728CommonSOLE
G5960L103MDTMEDTRONIC PLC$483,2780.09%5,031CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$480,9960.09%345CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$465,8700.09%530CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$448,5200.09%5,850CommonSOLE
37954Y673PAVEGLOBAL X FDS$439,7640.08%9,202CommonSOLE
464287200IVVISHARES TR$439,7310.08%642CommonSOLE
46436E858IBTGISHARES TR$430,2560.08%18,809CommonSOLE
855244109SBUXSTARBUCKS CORP$421,5550.08%5,006CommonSOLE
872590104TMUST-MOBILE US INC$405,4710.08%1,997CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$396,4370.08%2,258CommonSOLE
46436E833IBTIISHARES TR$394,2280.08%17,627CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$392,3650.08%455CommonSOLE
046353108AZNNASTRAZENECA PLC$391,8060.08%4,262CommonSOLE
278642103EBAYEBAY INC.$389,3370.07%4,470CommonSOLE
N07059210ASMLASML HOLDING N V$387,2890.07%362CommonSOLE
052769106ADSKAUTODESK INC$382,1490.07%1,291CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$381,7270.07%674CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$381,3040.07%494CommonSOLE
922908751VBVANGUARD INDEX FDS$378,4130.07%1,467CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$378,0690.07%13,869CommonSOLE
443201108HWMHOWMET AEROSPACE INC$377,6470.07%1,842CommonSOLE
46436E825IBTJISHARES TR$376,5980.07%17,161CommonSOLE
436440101HO1HOLOGIC INC$372,3010.07%4,998CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$371,0140.07%1,145CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$364,7260.07%3,163CommonSOLE
78409V104SPGIS&P GLOBAL INC$361,6870.07%692CommonSOLE
66987V109NVSNOVARTIS AG$351,9820.07%2,553CommonSOLE
806857108SLBSLB LIMITED$323,1600.06%8,420CommonSOLE
98419M100XYLXYLEM INC$319,3420.06%2,345CommonSOLE
654106103NKENIKE INC$314,6000.06%4,938CommonSOLE
548661107LOWLOWES COS INC$313,2670.06%1,299CommonSOLE
337738108FISVFISERV INC$307,3700.06%4,576CommonSOLE
46436E486IBDWISHARES TR$305,7660.06%14,457CommonSOLE
46434G863ESGEISHARES INC$303,2270.06%6,865CommonSOLE
78463V107GLDSPDR GOLD TR$303,1770.06%765CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$301,0950.06%3,447CommonSOLE
053332102AZOAUTOZONE INC$295,0610.06%87CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$290,7610.06%1,393CommonSOLE
695156109PKGPACKAGING CORP AMER$287,4850.06%1,394CommonSOLE
36828A101GEVGE VERNOVA INC$284,9570.05%436CommonSOLE
81762P102NOWSERVICENOW INC$271,6060.05%1,773CommonSOLE
244199105DEDEERE & CO$270,0310.05%580CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$262,4110.05%49CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$258,6930.05%896CommonSOLE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$255,8490.05%1,672CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$250,8300.05%3,000CommonSOLE
032108805BATTAMPLIFY ETF TR$247,6690.05%17,947CommonSOLE
22052L104CTVACORTEVA INC$244,4580.05%3,647CommonSOLE
842587107SOSOUTHERN CO$243,7240.05%2,795CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$243,4760.05%507CommonSOLE
98389B100XELXCEL ENERGY INC$243,1470.05%3,292CommonSOLE
46138E263CGWINVESCO EXCH TRADED FD TR II$232,4480.04%3,689CommonSOLE
46436E312IBDXISHARES TR$229,0040.04%8,970CommonSOLE
718546104PSXPHILLIPS 66$227,6270.04%1,764CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$227,2190.04%2,383CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$224,7050.04%495CommonSOLE
988498101YUMYUM BRANDS INC$217,6920.04%1,439CommonSOLE
46137V134PBWINVESCO EXCHANGE TRADED FD T$215,9180.04%7,070CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$214,7670.04%552CommonSOLE
806407102HSICHENRY SCHEIN INC$214,6470.04%2,840CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$212,8520.04%741CommonSOLE
88579Y101MMM3M CO$210,5320.04%1,315CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$203,8580.04%3,850CommonSOLE
316773100FITBFIFTH THIRD BANCORP$203,8110.04%4,354CommonSOLE
031100100AMEAMETEK INC$201,6140.04%982CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$200,6770.04%7,300CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$68,0790.01%12,845CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.