Great-Diamond-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  null,
  null,
  null,
  null,
  "ACN",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "SAN",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "HUBB",
  "ITW",
  "BKNG",
  "META",
  null,
  "IJH",
  null,
  "LRCX",
  "LIN",
  null,
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "EQIX",
  "ERIE",
  "EVR",
  null,
  "GE",
  "NVS",
  null,
  "AMP",
  "IJR",
  "KLAC",
  "ORCL",
  "PAYX",
  null,
  null,
  null,
  "PANW",
  "PNC",
  "IEMG",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  "LPLA",
  "MKC",
  "AMGN",
  "PKG",
  "REGN",
  "IEFA",
  "SPGI",
  "NOW",
  "SHW",
  "SHOP",
  "SHEL",
  "RTX",
  "SPDW",
  "IBM",
  null,
  "SYK",
  "SBUX",
  "ERIC",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UL",
  "UNM",
  "VXF",
  "MNST",
  "IWV",
  "VIG",
  "LYG",
  null,
  "TSM",
  null,
  null,
  "DD",
  "VRTX",
  "R",
  "ADSK",
  "AFL",
  "WAB",
  "WM",
  "CAH",
  "IDXX",
  "NVO",
  "AMZN",
  null,
  null,
  "ESGD",
  null,
  "VUG",
  "VTEB",
  "V",
  "WMT",
  "WELL",
  "WSM",
  "WMB",
  null,
  "YUM",
  "GRMN",
  "NXPI",
  "PSX",
  "CRM",
  "DIA",
  "SPOT",
  null,
  null,
  null,
  "ESGU",
  "NTAP",
  null,
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BA",
  "OWL",
  "BFAM",
  "CVX",
  "CSCO",
  "KO",
  "COP",
  "CPRT",
  "COST",
  "CTVA",
  "RSP",
  null,
  "USMV",
  "NEE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "AWK",
  "APO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 179
Total Value: 365838597
Accession Number: 0001172661-25-001768
Form Type: 13F-HR
CIK: great-diamond-partners
Manager Name: Great-Diamond-Partners

Data Enrichment

79% identified

141 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

179 positions • $365.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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33738R118

Shares:50.9K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$365.8M)

PAYCHEX INC

PAYX|704326107

Shares:24.2K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$365.8M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:23.3K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$365.8M)

46435GAA0

Shares:145.4K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$365.8M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:11.4K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$365.8M)

46435U515

Shares:137.9K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$365.8M)

Ares Management Corp

ARES|03990B101

Shares:23.4K

Value:$3.4M

% of Portfolio:0.9% ($3.4M/$365.8M)

AMGEN INC

AMGN|031162100

Shares:10.5K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$365.8M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:6.7K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$365.8M)

ORACLE CORP

ORCL|68389X105

Shares:21.3K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$365.8M)

HOME DEPOT, INC.

HD|437076102

Shares:8.1K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$365.8M)

Unum Group

UNM|91529Y106

Shares:35.3K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$365.8M)

AMAZON COM INC

AMZN|023135106

Shares:14.7K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$365.8M)

Eaton Corp plc

ETN|G29183103

Shares:9.9K

Value:$2.7M

% of Portfolio:0.7% ($2.7M/$365.8M)

BlackRock, Inc.

BLK|09290D101

Shares:2.8K

Value:$2.6M