MondegarAI
Great Diamond Partners, LLC

Q1 2026 · 13F-HR

Great Diamond Partners, LLCholdings as filed

Filed 2026-05-12 · accession 0001172661-26-001739

$519.5M
Reported value
228
Positions
2026-03-31
Period end
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The Brief · Great Diamond Partners, LLC · Q1 2026

AI · grounded in 13F

Great Diamond Partners, LLC established a new position in DFAI worth $10.4M. The fund also opened new stakes in HGER for $8.7M and DYNF for $7.0M. On the sell side, the fund closed its position in FFEB, reducing exposure by $5.9M. Other notable reductions include trimming shares of SPY by 87% and ORCL by 59%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$27.7M5.33%86,244CommonSOLE
464287689IWVISHARES TR$26.7M5.15%72,135CommonSOLE
46432F842IEFAISHARES TR$25.6M4.92%282,384CommonSOLE
922908652VXFVANGUARD INDEX FDS$12.7M2.44%61,526CommonSOLE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$11.6M2.23%569,038CommonSOLE
742718109PGPROCTER & GAMBLE CO$11.4M2.19%78,811CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$10.6M2.05%132,028CommonSOLE
594918104MSFTMICROSOFT CORP$10.5M2.03%28,488CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$10.4M2.00%267,142CommonSOLE
41151J505HGERHARBOR ETF TRUST$8.8M1.68%282,220CommonSOLE
45168D104IDXXIDEXX LABS INC$8.1M1.55%14,346CommonSOLE
72201R585PYLDPIMCO ETF TR$8.0M1.54%304,633CommonSOLE
464288166AGZISHARES TR$7.8M1.51%71,448CommonSOLE
037833100AAPLAPPLE INC$7.2M1.38%28,231CommonSOLE
922908736VUGVANGUARD INDEX FDS$7.1M1.38%16,355CommonSOLE
09290C103DYNFBLACKROCK ETF TRUST$7.0M1.35%120,858CommonSOLE
464288661IEIISHARES TR$6.9M1.32%57,761CommonSOLE
11135F101AVGOBROADCOM INC$6.5M1.24%20,893CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.4M1.23%36,774CommonSOLE
464287507IJHISHARES TR$6.2M1.20%92,030CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$5.8M1.12%30,415CommonSOLE
46435U515IBDTISHARES TR$5.6M1.08%220,720CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.3M1.03%31,426CommonSOLE
02079K305GOOGLALPHABET INC$5.3M1.02%18,392CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.9M0.94%21,192CommonSOLE
02079K107GOOGALPHABET INC$4.5M0.87%15,724CommonSOLE
482480100KLACKLA CORP$4.4M0.85%3,016CommonSOLE
219350105GLWCORNING INC$4.4M0.85%32,465CommonSOLE
46435GAA0IBDRISHARES TR$4.3M0.83%176,985CommonSOLE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$4.2M0.81%44,994CommonSOLE
46435UAA9IBDSISHARES TR$4.1M0.79%170,074CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4.1M0.79%19,319CommonSOLE
969904101WSMWILLIAMS SONOMA INC$4.1M0.78%22,344CommonSOLE
95040Q104WELLWELLTOWER INC$3.9M0.75%19,836CommonSOLE
031162100AMGNAMGEN INC$3.6M0.70%10,352CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$3.6M0.70%37,379CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$3.6M0.69%10,645CommonSOLE
701094104PHPARKER-HANNIFIN CORP$3.6M0.68%3,973CommonSOLE
532457108LLYELI LILLY & CO$3.5M0.67%3,768CommonSOLE
023135106AMZNAMAZON COM INC$3.5M0.67%16,603CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$3.4M0.65%11,554CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$3.4M0.65%28,552CommonSOLE
78468R606SPHYSPDR SERIES TRUST$3.4M0.65%144,142CommonSOLE
464288281EMBISHARES TR$3.3M0.63%34,688CommonSOLE
464288638IGIBISHARES TR$3.2M0.62%60,464CommonSOLE
78468R408SJNKSPDR SERIES TRUST$3.2M0.61%126,406CommonSOLE
149123101CATCATERPILLAR INC$3.1M0.59%4,326CommonSOLE
876030107TPRTAPESTRY INC$3.0M0.59%21,607CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$2.9M0.56%53,572CommonSOLE
437076102HDHOME DEPOT INC$2.8M0.54%8,531CommonSOLE
65339F101NEENEXTERA ENERGY INC$2.8M0.54%30,204CommonSOLE
46138G706TANINVESCO EXCH TRADED FD TR II$2.8M0.53%49,695CommonSOLE
91529Y106UNMUNUM GROUP$2.8M0.53%37,750CommonSOLE
09290D101BLKBLACKROCK INC$2.7M0.53%2,844CommonSOLE
78468R556XOPSPDR SERIES TRUST$2.7M0.52%14,817CommonSOLE
92189F676SMHVANECK ETF TRUST$2.7M0.51%6,961CommonSOLE
001055102AFLAFLAC INC$2.6M0.51%24,153CommonSOLE
78464A755XMESPDR SERIES TRUST$2.6M0.51%24,520CommonSOLE
78464A540XTLSPDR SERIES TRUST$2.6M0.51%14,068CommonSOLE
H2906T109GRMNGARMIN LTD$2.6M0.50%11,271CommonSOLE
969457100WMBWILLIAMS COS INC$2.6M0.50%35,702CommonSOLE
26922A420QTUMETF SER SOLUTIONS$2.6M0.50%24,173CommonSOLE
464288760ITAISHARES TR$2.6M0.50%11,856CommonSOLE
37954Y236DTCRGLOBAL X FDS$2.6M0.50%107,592CommonSOLE
25861R402DMBSDOUBLELINE ETF TRUST$2.6M0.50%52,118CommonSOLE
37960A529SHLDGLOBAL X FDS$2.6M0.49%36,144CommonSOLE
69344A834PAAAPGIM ETF TR$2.5M0.48%48,987CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.5M0.48%12,199CommonSOLE
46137V779PKBINVESCO EXCHANGE TRADED FD T$2.5M0.48%25,307CommonSOLE
231021106CMICUMMINS INC$2.4M0.47%4,549CommonSOLE
00287Y109ABBVABBVIE INC$2.4M0.45%10,827CommonSOLE
06849F108BBARRICK MNG CORP$2.3M0.45%57,017CommonSOLE
783549108RRYDER SYS INC$2.3M0.44%11,089CommonSOLE
002824100ABTABBOTT LABORATORIES$2.3M0.44%22,043CommonSOLE
704326107PAYXPAYCHEX INC$2.2M0.43%24,140CommonSOLE
617446448MSMORGAN STANLEY$2.2M0.41%13,099CommonSOLE
872540109TJXTJX COS INC NEW$2.1M0.41%13,301CommonSOLE
20825C104COPCONOCOPHILLIPS$2.0M0.38%14,972CommonSOLE
464287804IJRISHARES TR$1.9M0.37%15,666CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1.9M0.37%2,970CommonSOLE
92826C839VVISA INC$1.9M0.36%6,251CommonSOLE
03076C106AMPAMERIPRISE FINL INC$1.9M0.36%4,244CommonSOLE
30303M102METAMETA PLATFORMS INC$1.8M0.36%3,233CommonSOLE
931142103WMTWALMART INC$1.7M0.33%13,798CommonSOLE
166764100CVXCHEVRON CORPORATION$1.7M0.33%8,244CommonSOLE
46436E205IBDUISHARES TR$1.6M0.30%66,876CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$1.5M0.30%33,814CommonSOLE
651639106NEMNEWMONT CORP$1.5M0.30%14,168CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.5M0.29%19,125CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.5M0.29%10,232CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.28%3,036CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.4M0.28%5,876CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.4M0.27%2,383CommonSOLE
68389X105ORCLORACLE CORP$1.4M0.27%9,675CommonSOLE
00206R102TAT&T INC$1.4M0.27%48,873CommonSOLE
88160R101TSLATESLA INC$1.4M0.27%3,762CommonSOLE
29977A105EVREVERCORE INC$1.4M0.27%4,653CommonSOLE
780259305SHELSHELL PLC$1.4M0.26%14,683CommonSOLE
64110L106NFLXNETFLIX INC.$1.4M0.26%14,166CommonSOLE
G54950103LINLINDE PLC$1.3M0.24%2,551CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.24%2,173CommonSOLE
278865100ECLECOLAB INC$1.2M0.24%4,671CommonSOLE
464288570DSIISHARES TR$1.2M0.24%10,252CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.23%15,629CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.1M0.22%5,300CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.1M0.22%3,734CommonSOLE
032095101APHAMPHENOL CORP$1.1M0.22%8,887CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$1.1M0.21%25,039CommonSOLE
922908629VOVANGUARD INDEX FDS$1.0M0.20%3,651CommonSOLE
97717W802DTHWISDOMTREE TR$1.0M0.20%19,378CommonSOLE
58933Y105MRKMERCK & CO INC$1.0M0.20%8,476CommonSOLE
438516106HONHONEYWELL INTL INC$1.0M0.20%4,504CommonSOLE
97717W315DEMWISDOMTREE TR$1.0M0.20%20,473CommonSOLE
693718108PCARPACCAR INC$1.0M0.19%8,697CommonSOLE
278642103EBAYEBAY INC.$969,8180.19%10,655CommonSOLE
191216100KOCOCA COLA CO$945,1490.18%12,428CommonSOLE
46436E841IBTHISHARES TR$941,1630.18%41,960CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$917,1350.18%16,519CommonSOLE
863667101SYKSTRYKER CORPORATION$910,8510.18%2,772CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$891,8600.17%5,563CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$891,1150.17%4,494CommonSOLE
46436E858IBTGISHARES TR$890,4310.17%38,858CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$865,9110.17%1,733CommonSOLE
464288646IGSBISHARES TR$822,9840.16%15,658CommonSOLE
46436E833IBTIISHARES TR$813,1510.16%36,492CommonSOLE
G29183103ETNEATON CORP PLC$811,1960.16%2,268CommonSOLE
713448108PEPPEPSICO INC$806,2660.16%5,192CommonSOLE
512807306LRCXLAM RESEARCH CORP$797,5930.15%3,733CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$786,1250.15%9,500CommonSOLE
097023105BABOEING CO$737,2070.14%3,704CommonSOLE
461202103INTUINTUIT$730,2900.14%1,689CommonSOLE
695156109PKGPACKAGING CORP AMER$726,6410.14%3,424CommonSOLE
060505104BACBANK AMERICA CORP$713,0660.14%14,627CommonSOLE
46435G425ESGUISHARES TR$712,7570.14%5,040CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE IN$702,4760.14%4,230CommonSOLE
882508104TXNTEXAS INSTRS INC$699,6810.13%3,604CommonSOLE
46137V233XLGINVESCO EXCHANGE TRADED FD T$692,6470.13%12,697CommonSOLE
75513E101RTXRTX CORPORATION$686,9170.13%3,561CommonSOLE
941848103WATWATERS CORP$663,7960.13%2,229CommonSOLE
46436E726IBDVISHARES TR$656,5910.13%29,995CommonSOLE
747525103QCOMQUALCOMM INC$642,8700.12%4,992CommonSOLE
464287465EFAISHARES TR$632,0250.12%6,507CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$626,9420.12%1,404CommonSOLE
46435U663ESMLISHARES TR$623,0620.12%13,251CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$613,5540.12%10,896CommonSOLE
46435G516ESGDISHARES TR$612,0640.12%6,401CommonSOLE
580135101MCDMCDONALDS CORP$599,1050.12%1,927CommonSOLE
235851102DHRDANAHER CORP DEL$591,1730.11%3,118CommonSOLE
291011104EMREMERSON ELEC CO$589,7210.11%4,501CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$578,9150.11%1,636CommonSOLE
46436E825IBTJISHARES TR$565,8650.11%25,906CommonSOLE
907818108UNPUNION PAC CORP$556,5700.11%2,294CommonSOLE
90384S303ULTAULTA BEAUTY INC$551,4590.11%1,055CommonSOLE
670100205NVONOVO-NORDISK A S$544,8920.10%14,827CommonSOLE
37954Y855LITGLOBAL X FDS$527,1420.10%7,090CommonSOLE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$523,1080.10%17,310CommonSOLE
464285204IAUISHARES GOLD TR$506,3910.10%5,744CommonSOLE
37954Y673PAVEGLOBAL X FDS$505,9660.10%9,958CommonSOLE
904767803ULUNILEVER PLC$499,9120.10%8,775CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$491,9720.09%3,128CommonSOLE
369604301GEGE AEROSPACE$483,5440.09%1,704CommonSOLE
254687106DISDISNEY WALT CO$469,5160.09%4,871CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$459,3540.09%461CommonSOLE
82509L107SHOPSHOPIFY INC$450,6370.09%3,799CommonSOLE
26884L109EQTEQT CORP$439,1160.08%6,900CommonSOLE
46436E486IBDWISHARES TR$436,7460.08%20,867CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$435,1140.08%345CommonSOLE
G5960L103MDTMEDTRONIC PLC$434,5500.08%5,015CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$433,1470.08%512CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$432,0550.08%879CommonSOLE
806857108SLBSLB LIMITED$430,6480.08%8,380CommonSOLE
N07059210ASMLASML HLDG NV$429,2700.08%325CommonSOLE
855244109SBUXSTARBUCKS CORP$423,6710.08%4,729CommonSOLE
443201108HWMHOWMET AEROSPACE INC$423,1250.08%1,836CommonSOLE
464287200IVVISHARES TR$419,3610.08%642CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$419,1090.08%5,784CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$416,1840.08%1,717CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$415,3930.08%3,169CommonSOLE
79466L302CRMSALESFORCE INC$411,0470.08%2,202CommonSOLE
922908751VBVANGUARD INDEX FDS$403,8810.08%1,542CommonSOLE
03027X100AMTAMERICAN TOWER CORP$388,1320.07%2,249CommonSOLE
66987V109NVSNOVARTIS AG$385,6940.07%2,525CommonSOLE
G0593M107AZNASTRAZENECA PLC$384,3820.07%1,949CommonSOLE
46428Q109SLVISHARES SILVER TR$381,7880.07%5,603CommonSOLE
436440101HO1HOLOGIC INC$377,7990.07%4,998CommonSOLE
36828A101GEVGE VERNOVA INC$377,0930.07%432CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$373,9580.07%484CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$367,0300.07%1,145CommonSOLE
46434G103IEMGISHARES INC$361,2350.07%5,179CommonSOLE
78463V107GLDSPDR GOLD TR$329,1720.06%765CommonSOLE
98419M100XYLXYLEM INC$325,7570.06%2,726CommonSOLE
46434G863ESGEISHARES INC$323,7460.06%7,120CommonSOLE
244199105DEDEERE & CO$320,5180.06%569CommonSOLE
46436E312IBDXISHARES TR$317,7700.06%12,575CommonSOLE
22052L104CTVACORTEVA INC$306,2110.06%3,658CommonSOLE
052769106ADSKAUTODESK INC$305,9530.06%1,278CommonSOLE
718546104PSXPHILLIPS 66$304,7870.06%1,673CommonSOLE
46436E593IBTKISHARES TR$295,0310.06%14,961CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$288,5800.06%626CommonSOLE
053332102AZOAUTOZONE INC$280,3560.05%83CommonSOLE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$279,0670.05%1,706CommonSOLE
032108805BATTAMPLIFY ETF TR$276,2240.05%18,551CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$273,2220.05%1,313CommonSOLE
842587107SOSOUTHERN CO$271,0280.05%2,808CommonSOLE
654106103NKENIKE INC$267,6920.05%5,068CommonSOLE
337738108FISVFISERV INC$266,1660.05%4,770CommonSOLE
98389B100XELXCEL ENERGY INC$261,9930.05%3,298CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$261,6100.05%3,394CommonSOLE
46436E460IBTLISHARES TR$258,0260.05%12,649CommonSOLE
548661107LOWLOWES COS INC$254,7100.05%1,078CommonSOLE
78468R655CNRGSPDR SERIES TRUST$249,3750.05%2,761CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$249,0630.05%694CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$247,9680.05%864CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$245,7750.05%7,330CommonSOLE
46137V134PBWINVESCO EXCHANGE TRADED FD T$241,8400.05%7,658CommonSOLE
74743L100QQNITY ELECTRONICS INC$239,4140.05%2,075CommonSOLE
74762E102QUREQUANTA SVCS INC$236,6280.05%431CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$235,7210.05%508CommonSOLE
31428X106FDXFEDEX CORP$230,0920.04%646CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$224,1070.04%737CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$223,0000.04%4,869CommonSOLE
988498101YUMYUM BRANDS INC$221,7140.04%1,426CommonSOLE
929740108WABWABTEC$221,6700.04%887CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$214,3310.04%2,600CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$212,8980.04%4,241CommonSOLE
806407102HSICSCHEIN HENRY INC$209,3080.04%2,840CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$202,0950.04%48CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$65,5960.01%13,041CommonSOLE

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.