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Institutional

Great Diamond Partners, LLC

CIK 0001801112
$519.5M
Reported AUM
228
Positions
Q1 2026
Period
2026-05-12
Filed

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%.

Portfolio · Q1 2026

VTI$27.7MIWV$26.7MIEFAVXFAGGHPGAVEMMSFTDFAIOther$347.5MGL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VTIVANGUARD INDEX FDS$363.38-2.68%24.59%71.45%$27.7M5.33%+646+0.8%
2IWVISHARES TR$418.71-2.61%24.02%70.65%$26.7M5.15%1,884−2.5%
3IEFAISHARES TR$95.56-2.60%18.86%46.61%$25.6M4.92%6,093−2.1%
4VXFVANGUARD INDEX FDS$231.90-3.32%24.41%31.75%$12.7M2.44%+648+1.1%
5AGGHSIMPLIFY EXCHANGE TRADED FUN$20.11-0.64%8.91%11.85%$11.6M2.23%+88,431+18.4%
6PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$11.4M2.19%241−0.3%
7AVEMAMERICAN CENTY ETF TR$91.23-6.45%40.78%58.26%$10.6M2.05%+15,590+13.4%
8MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$10.5M2.03%1,088−3.7%
9DFAIDIMENSIONAL ETF TRUST$40.82-2.44%21.89%56.68%$10.4M2.00%+267,142NEW
10HGERHARBOR ETF TRUST$31.040.81%36.60%61.05%$8.8M1.68%+282,220NEW
11IDXXIDEXX LABS INC$562.16-0.46%7.10%-17.15%$8.1M1.55%25−0.2%
12PYLDPIMCO ETF TR$26.280.15%7.78%23.82%$8.0M1.54%+48,413+18.9%
13AGZISHARES TR$108.780.10%4.32%4.91%$7.8M1.51%+7,031+10.9%
14AAPLAPPLE INC$307.34-1.25%51.31%116.17%$7.2M1.38%20−0.1%
15VUGVANGUARD INDEX FDS$85.93-3.62%22.71%78.84%$7.1M1.38%13,968−46.1%
16DYNFBLACKROCK ETF TRUST$65.88-2.95%26.09%95.79%$7.0M1.35%+120,858NEW
17IEIISHARES TR$116.73-0.38%3.63%0.21%$6.9M1.32%+7,279+14.4%
18AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$6.5M1.24%+836+4.2%
19NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$6.4M1.23%457−1.2%
20IJHISHARES TR$73.95-2.00%22.71%46.95%$6.2M1.20%+6,930+8.1%
21RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$5.8M1.12%+440+1.5%
22IBDTISHARES TR$25.15-0.24%5.06%5.11%$5.6M1.08%+33,198+17.7%
23XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$5.3M1.03%71−0.2%
24GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$5.3M1.02%1,274−6.5%
25WMWASTE MGMT INC DEL$220.400.63%-4.92%60.74%$4.9M0.94%+587+2.8%
26GOOGALPHABET INC$365.76-0.95%109.82%172.71%$4.5M0.87%422−2.6%
27KLACKLA CORP$1929.20-9.47%140.30%482.93%$4.4M0.85%+817+37.2%
28GLWCORNING INC$177.58-10.18%254.02%382.70%$4.4M0.85%+16,482+103.1%
29IBDRISHARES TR$24.190.04%4.79%7.24%$4.3M0.83%+34,196+23.9%
30TDIVFIRST TR EXCHANGE TRADED FD$117.960.87%41.17%120.85%$4.2M0.81%850−1.9%
31IBDSISHARES TR$24.160.00%$4.1M0.79%+17,805+11.7%
32CAHCARDINAL HEALTH INC$205.711.97%$4.1M0.79%+1,228+6.8%
33WSMWILLIAMS SONOMA INC$202.18-1.37%$4.1M0.78%+607+2.8%
34WELLWELLTOWER INC$206.933.03%$3.9M0.75%+347+1.8%
35AMGNAMGEN INC$349.581.15%$3.6M0.70%19−0.2%
36AUANGLOGOLD ASHANTI PLC$83.88-0.29%$3.6M0.70%2,791−6.9%
37TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$3.6M0.69%+4,461+72.1%
38PHPARKER-HANNIFIN CORP$882.341.16%$3.6M0.68%+41+1.0%
39LLYELI LILLY & CO$1131.420.55%$3.5M0.67%303−7.4%
40AMZNAMAZON COM INC$246.03-3.06%$3.5M0.67%1,326−7.4%
41JPMJPMORGAN CHASE & CO$312.370.48%$3.4M0.65%+2,634+29.5%
42BKBANK NEW YORK MELLON CORP$142.39-1.13%$3.4M0.65%+1,723+6.4%
43SPHYSPDR SERIES TRUST$23.27-0.39%$3.4M0.65%+144,142NEW
44EMBISHARES TR$95.40-0.73%$3.3M0.63%+3,462+11.1%
45IGIBISHARES TR$52.69-0.57%$3.2M0.62%+6,700+12.5%
46SJNKSPDR SERIES TRUST$24.900.04%$3.2M0.61%+23,078+22.3%
47CATCATERPILLAR INC$904.28-3.85%$3.1M0.59%+3,411+372.8%
48TPRTAPESTRY INC$140.10-0.26%$3.0M0.59%+507+2.4%
49LVSLAS VEGAS SANDS CORP$50.18-0.14%$2.9M0.56%+53,572NEW
50HDHOME DEPOT INC$310.780.27%$2.8M0.54%88−1.0%
51NEENEXTERA ENERGY INC$85.840.19%$2.8M0.54%744−2.4%
52TANINVESCO EXCH TRADED FD TR II$64.05-9.07%$2.8M0.53%+49,695NEW
53UNMUNUM GROUP$86.842.27%$2.8M0.53%+942+2.6%
54BLKBLACKROCK INC$995.60-2.64%$2.7M0.53%+53+1.9%
55XOPSPDR SERIES TRUST$165.99-2.94%$2.7M0.52%+14,817NEW
56SMHVANECK ETF TRUST$569.69-9.22%$2.7M0.51%+6,961NEW
57AFLAFLAC INC$118.242.56%$2.6M0.51%+612+2.6%
58XMESPDR SERIES TRUST$118.60-7.81%$2.6M0.51%+24,520NEW
59XTLSPDR SERIES TRUST$228.210.73%$2.6M0.51%+14,068NEW
60GRMNGARMIN LTD$236.57-2.23%$2.6M0.50%+630+5.9%
61WMBWILLIAMS COS INC$71.96-0.65%$2.6M0.50%+832+2.4%
62QTUMETF SER SOLUTIONS$152.78-8.23%$2.6M0.50%+24,173NEW
63ITAISHARES TR$229.45-0.92%$2.6M0.50%1,034−8.0%
64DTCRGLOBAL X FDS$30.64-5.52%$2.6M0.50%+107,592NEW
65DMBSDOUBLELINE ETF TRUST$48.59-0.07%$2.6M0.50%+52,118NEW
66SHLDGLOBAL X FDS$63.540.79%$2.6M0.49%3,392−8.6%
67PAAAPGIM ETF TR$51.350.01%$2.5M0.48%+6,334+14.9%
68ADPAUTOMATIC DATA PROCESSING IN$231.950.28%$2.5M0.48%361−2.9%
69PKBINVESCO EXCHANGE TRADED FD T$102.68-0.91%$2.5M0.48%1,151−4.4%
70CMICUMMINS INC$651.22-3.96%$2.4M0.47%+4,549NEW
71ABBVABBVIE INC$227.231.02%$2.4M0.45%+892+9.0%
72BBARRICK MNG CORP$39.46-7.78%$2.3M0.45%+2,064+3.8%
73RRYDER SYS INC$271.072.21%$2.3M0.44%+169+1.5%
74ABTABBOTT LABORATORIES$91.070.32%$2.3M0.44%225−1.0%
75PAYXPAYCHEX INC$99.19-1.33%$2.2M0.43%+267+1.1%
76MSMORGAN STANLEY$211.93-2.90%$2.2M0.41%134−1.0%
77TJXTJX COS INC NEW$160.711.31%$2.1M0.41%+377+2.9%
78COPCONOCOPHILLIPS$117.14-1.75%$2.0M0.38%214−1.4%
79IJRISHARES TR$137.68-1.84%$1.9M0.37%1,499−8.7%
80SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$1.9M0.37%19,945−87.0%
81VVISA INC$323.571.06%$1.9M0.36%131−2.1%
82AMPAMERIPRISE FINL INC$454.66-0.09%$1.9M0.36%83−1.9%
83METAMETA PLATFORMS INC$593.00-5.51%$1.8M0.36%+53+1.7%
84WMTWALMART INC$118.880.97%$1.7M0.33%4,112−23.0%
85CVXCHEVRON CORPORATION$187.31-0.55%$1.7M0.33%+87+1.1%
86IBDUISHARES TR$23.070.07%$1.6M0.30%+12,376+22.7%
87SPDWSPDR INDEX SHS FDS$49.33-3.71%$1.5M0.30%+7,716+29.6%
88NEMNEWMONT CORP$99.71-7.96%$1.5M0.30%+834+6.3%
89VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$1.5M0.29%125−0.6%
90VYMVANGUARD WHITEHALL FDS$158.24-1.35%$1.5M0.29%HELD
91BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.28%8−0.3%
92JNJJOHNSON & JOHNSON$232.772.02%$1.4M0.28%50−0.8%
93VOOVANGUARD INDEX FDS$678.00-2.59%$1.4M0.27%3,752−61.2%
94ORCLORACLE CORP$213.68-9.59%$1.4M0.27%14,192−59.5%
95TAT&T INC$22.75-0.09%$1.4M0.27%+21,885+81.1%
96TSLATESLA INC$391.00-6.56%$1.4M0.27%+79+2.1%
97EVREVERCORE INC$339.43-2.12%$1.4M0.27%+766+19.7%
98SHELSHELL PLC$85.40-1.53%$1.4M0.26%+745+5.3%
99NFLXNETFLIX INC.$82.180.76%$1.4M0.26%253−1.8%
100LINLINDE PLC$507.900.09%$1.3M0.24%60−2.3%
101QQQINVESCO QQQ TR$1.3M0.24%+9+0.4%
102ECLECOLAB INC$1.2M0.24%42−0.9%
103DSIISHARES TR$1.2M0.24%530−4.9%
104CSCOCISCO SYS INC$1.2M0.23%+80+0.5%
105VIGVANGUARD SPECIALIZED FUNDS$1.1M0.22%60−1.1%
106AXPAMERICAN EXPRESS CO$1.1M0.22%4−0.1%
107APHAMPHENOL CORP$1.1M0.22%744−7.7%
108EMLPFIRST TR EXCHANGE-TRADED FD$1.1M0.21%649−2.5%
109VOVANGUARD INDEX FDS$1.0M0.20%+175+5.0%
110DTHWISDOMTREE TR$1.0M0.20%400−2.0%
111MRKMERCK & CO INC$1.0M0.20%154−1.8%
112HONHONEYWELL INTL INC$1.0M0.20%2−0.0%
113DEMWISDOMTREE TR$1.0M0.20%+20,473NEW
114PCARPACCAR INC$1.0M0.19%247−2.8%
115EBAYEBAY INC.$970K0.19%+6,185+138.4%
116KOCOCA COLA CO$945K0.18%105−0.8%
117IBTHISHARES TR$941K0.18%+19,604+87.7%
118JEPQJ P MORGAN EXCHANGE TRADED F$917K0.18%63−0.4%
119SYKSTRYKER CORPORATION$911K0.18%29−1.0%
120PANWPALO ALTO NETWORKS INC$892K0.17%+192+3.6%
121ACNACCENTURE PLC IRELAND$891K0.17%5,373−54.5%
122IBTGISHARES TR$890K0.17%+20,049+106.6%
123MAMASTERCARD INCORPORATED$866K0.17%53−3.0%
124IGSBISHARES TR$823K0.16%142−0.9%
125IBTIISHARES TR$813K0.16%+18,865+107.0%
126ETNEATON CORP PLC$811K0.16%9,025−79.9%
127PEPPEPSICO INC$806K0.16%414−7.4%
128LRCXLAM RESEARCH CORP$798K0.15%150−3.9%
129VCITVANGUARD SCOTTSDALE FDS$786K0.15%+375+4.1%
130BABOEING CO$737K0.14%49−1.3%
131INTUINTUIT$730K0.14%573−25.3%
132PKGPACKAGING CORP AMER$727K0.14%+2,030+145.6%
133BACBANK AMERICA CORP$713K0.14%1,188−7.5%
134ESGUISHARES TR$713K0.14%+356+7.6%
135CHRWC H ROBINSON WORLDWIDE IN$702K0.14%+4,230NEW
136TXNTEXAS INSTRS INC$700K0.13%272−7.0%
137XLGINVESCO EXCHANGE TRADED FD T$693K0.13%5,502−30.2%
138RTXRTX CORPORATION$687K0.13%25−0.7%
139WATWATERS CORP$664K0.13%HELD
140IBDVISHARES TR$657K0.13%+7,267+32.0%
141QCOMQUALCOMM INC$643K0.12%134−2.6%
142EFAISHARES TR$632K0.12%HELD
143VRTXVERTEX PHARMACEUTICALS INC$627K0.12%12−0.8%
144ESMLISHARES TR$623K0.12%+846+6.8%
145CARRCARRIER GLOBAL CORPORATION$614K0.12%96−0.9%
146ESGDISHARES TR$612K0.12%+373+6.2%
147MCDMCDONALDS CORP$599K0.12%30−1.5%
148DHRDANAHER CORP DEL$591K0.11%31−1.0%
149EMREMERSON ELEC CO$590K0.11%+41+0.9%
150ROPROPER TECHNOLOGIES INC$579K0.11%+23+1.4%
151IBTJISHARES TR$566K0.11%+8,745+51.0%
152UNPUNION PAC CORP$557K0.11%35−1.5%
153ULTAULTA BEAUTY INC$551K0.11%25−2.3%
154NVONOVO-NORDISK A S$545K0.10%28−0.2%
155LITGLOBAL X FDS$527K0.10%+7,090NEW
156CTASIMPLIFY EXCHANGE TRADED FUN$523K0.10%+3,441+24.8%
157IAUISHARES GOLD TR$506K0.10%1,303−18.5%
158PAVEGLOBAL X FDS$506K0.10%+756+8.2%
159ULUNILEVER PLC$500K0.10%179−2.0%
160ICEINTERCONTINENTAL EXCHANGE IN$492K0.09%27−0.9%
161GEGE AEROSPACE$484K0.09%22−1.3%
162DISDISNEY WALT CO$470K0.09%+47+1.0%
163COSTCOSTCO WHOLESALE CORPORATION$459K0.09%+6+1.3%
164SHOPSHOPIFY INC$451K0.09%145−3.7%
165EQTEQT CORP$439K0.08%12,298−64.1%
166IBDWISHARES TR$437K0.08%+6,410+44.3%
167MTDMETTLER TOLEDO INTERNATIONAL$435K0.08%HELD
168MDTMEDTRONIC PLC$435K0.08%16−0.3%
169GSGOLDMAN SACHS GROUP INC$433K0.08%18−3.4%
170TMOTHERMO FISHER SCIENTIFIC INC$432K0.08%59−6.3%
171SLBSLB LIMITED$431K0.08%40−0.5%
172ASMLASML HLDG NV$429K0.08%37−10.2%
173SBUXSTARBUCKS CORP$424K0.08%277−5.5%
174HWMHOWMET AEROSPACE INC$423K0.08%6−0.3%
175IVVISHARES TR$419K0.08%HELD
176MNSTMONSTER BEVERAGE CORP NEW$419K0.08%66−1.1%
177IBMINTERNATIONAL BUSINESS MACHS$416K0.08%3,813−69.0%
178AEPAMERICAN ELEC PWR CO INC$415K0.08%+6+0.2%
179CRMSALESFORCE INC$411K0.08%636−22.4%
180VBVANGUARD INDEX FDS$404K0.08%+75+5.1%
181AMTAMERICAN TOWER CORP$388K0.07%9−0.4%
182NVSNOVARTIS AG$386K0.07%28−1.1%
183AZNASTRAZENECA PLC$384K0.07%+1,949NEW
184SLVISHARES SILVER TR$382K0.07%3,863−40.8%
185HO1HOLOGIC INC$378K0.07%HELD
186GEVGE VERNOVA INC$377K0.07%4−0.9%
187REGNREGENERON PHARMACEUTICALS$374K0.07%10−2.0%
188SHWSHERWIN WILLIAMS CO$367K0.07%HELD
189IEMGISHARES INC$361K0.07%4,628−47.2%
190GLDSPDR GOLD TR$329K0.06%HELD
191XYLXYLEM INC$326K0.06%+381+16.2%
192ESGEISHARES INC$324K0.06%+255+3.7%
193DEDEERE & CO$321K0.06%11−1.9%
194IBDXISHARES TR$318K0.06%+3,605+40.2%
195CTVACORTEVA INC$306K0.06%+11+0.3%
196ADSKAUTODESK INC$306K0.06%13−1.0%
197PSXPHILLIPS 66$305K0.06%91−5.2%
198IBTKISHARES TR$295K0.06%+14,961NEW
199ISRGINTUITIVE SURGICAL INC$289K0.06%48−7.1%
200AZOAUTOZONE INC$280K0.05%4−4.6%
201GRIDFIRST TR EXCHANGE-TRADED FD$279K0.05%+34+2.0%
202BATTAMPLIFY ETF TR$276K0.05%+604+3.4%
203PNCPNC FINL SVCS GROUP INC$273K0.05%80−5.7%
204SOSOUTHERN CO$271K0.05%+13+0.5%
205NKENIKE INC$268K0.05%+130+2.6%
206FISVFISERV INC$266K0.05%+194+4.2%
207XELXCEL ENERGY INC$262K0.05%+6+0.2%
208OTISOTIS WORLDWIDE CORP$262K0.05%53−1.5%
209IBTLISHARES TR$258K0.05%+12,649NEW
210LOWLOWES COS INC$255K0.05%221−17.0%
211CNRGSPDR SERIES TRUST$249K0.05%+2,761NEW
212ROKROCKWELL AUTOMATION INC$249K0.05%+142+25.7%
213NSCNORFOLK SOUTHN CORP$248K0.05%32−3.6%
214KMIKINDER MORGAN INC DEL$246K0.05%+30+0.4%
215PBWINVESCO EXCHANGE TRADED FD T$242K0.05%+588+8.3%
216QQNITY ELECTRONICS INC$239K0.05%+2,075NEW
217QUREQUANTA SVCS INC$237K0.05%+431NEW
218DIASTATE STR SPDR DOW JONES IND$236K0.05%+1+0.2%
219FDXFEDEX CORP$230K0.04%+646NEW
220HLTHILTON WORLDWIDE HLDGS INC$224K0.04%4−0.5%
221DDDUPONT DE NEMOURS INC$223K0.04%+4,869NEW
222YUMYUM BRANDS INC$222K0.04%13−0.9%
223WABWABTEC$222K0.04%+887NEW
224VGKVANGUARD INTL EQUITY INDEX F$214K0.04%400−13.3%
225VZVERIZON COMMUNICATIONS INC$213K0.04%+4,241NEW
226HSICSCHEIN HENRY INC$209K0.04%HELD
227BKNGBOOKING HOLDINGS INC$202K0.04%1−2.0%
228LYGLLOYDS BANKING GROUP PLC$66K0.01%+196+1.5%
229FFEBFIRST TR EXCHNG TRADED FD VI105,319EXITED
230BKLNINVESCO EXCH TRADED FD TR II133,297EXITED
231IAIISHARES TR15,093EXITED
232ARESARES MANAGEMENT CORPORATION16,587EXITED
233GDXVANECK ETF TRUST30,768EXITED
234SOCLGLOBAL X FDS46,397EXITED
235CIBRFIRST TR EXCHANGE TRADED FD35,673EXITED
236SKYYFIRST TR EXCHANGE TRADED FD19,459EXITED
237IGVISHARES TR23,365EXITED
238RTHVANECK ETF TRUST9,546EXITED
239MBBISHARES TR24,397EXITED
240ITWILLINOIS TOOL WKS INC4,854EXITED
241LMTLOCKHEED MARTIN CORP2,162EXITED
242USMVISHARES TR10,363EXITED
243BILSPDR SERIES TRUST6,070EXITED
244TMUST-MOBILE US INC1,997EXITED
245AZNNASTRAZENECA PLC4,262EXITED
246SPGIS&P GLOBAL INC692EXITED
247NOWSERVICENOW INC1,773EXITED
248CGWINVESCO EXCH TRADED FD TR II3,689EXITED
249BSXBOSTON SCIENTIFIC CORP2,383EXITED
250TYLTYLER TECHNOLOGIES INC495EXITED
251MMM3M CO1,315EXITED
252FAUGFIRST TR EXCHNG TRADED FD VI3,850EXITED
253FITBFIFTH THIRD BANCORP4,354EXITED
254AMEAMETEK INC982EXITED

Source: SEC EDGAR · accession 0001172661-26-001739. 13F discloses long positions only — shorts, foreign equities, and options are excluded.