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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Great-Diamond-Partners
Data Enrichment
79% identified141 identified38 unidentified
Holdings
179 positions • $365.8M total value
Manager:
Search and click to pin securities to the top
Page 3 of 9
78468R408
Shares:100.2K
Value:$2.5M
% of Portfolio:0.7% ($2.5M/$365.8M)
46138G508
Shares:118.9K
Value:$2.5M
% of Portfolio:0.7% ($2.5M/$365.8M)
464288687
Shares:79.5K
Value:$2.4M
% of Portfolio:0.7% ($2.4M/$365.8M)
Shares:13.5K
Value:$2.2M
% of Portfolio:0.6% ($2.2M/$365.8M)
464288794
Shares:15.9K
Value:$2.2M
% of Portfolio:0.6% ($2.2M/$365.8M)
464288760
Shares:14.0K
Value:$2.1M
% of Portfolio:0.6% ($2.1M/$365.8M)
33734X846
Shares:33.9K
Value:$2.1M
% of Portfolio:0.6% ($2.1M/$365.8M)
92189F684
Shares:9.0K
Value:$2.0M
% of Portfolio:0.6% ($2.0M/$365.8M)
37954Y293
Shares:31.9K
Value:$2.0M
% of Portfolio:0.6% ($2.0M/$365.8M)
464287515
Shares:22.5K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$365.8M)
78464A797
Shares:36.9K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$365.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78468R408)✕ | 100.2K | All Managers (Combined) | $2.5M | 0.7% ($2.5M/$365.8M) | ||
(cusip46138G508)✕ | 118.9K | All Managers (Combined) | $2.5M | 0.7% ($2.5M/$365.8M) | ||
(cusip464288687)✕ | 79.5K | All Managers (Combined) | $2.4M | 0.7% ($2.4M/$365.8M) | ||
| 3.8K | All Managers (Combined) | $2.3M | 0.6% ($2.3M/$365.8M) | |||
WELLTOWER INC.(WELLcusip95040Q104) | 15.1K | YoY NEW(+15.1K) | All Managers (Combined) | $2.3M | 0.6% ($2.3M/$365.8M) | YoY NEW(+$2.3M) |
| 13.5K | All Managers (Combined) | $2.2M | 0.6% ($2.2M/$365.8M) | |||
(cusip464288794)✕ | 15.9K | QoQ -0.19% (-31)YoY -2.52% (-411) | All Managers (Combined) | $2.2M | 0.6% ($2.2M/$365.8M) | |
(cusip464288760)✕ | 14.0K | QoQ +2.27% (+311)YoY -3.47% (-503) | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$365.8M) | |
(cusip33734X846)✕ | 33.9K | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$365.8M) | ||
| 12.5K | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$365.8M) | |||
| 15.3K | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$365.8M) | |||
GARMIN LTD(GRMNcusipH2906T109) | 9.7K | YoY NEW(+9.7K) | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$365.8M) | YoY NEW(+$2.1M) |
(cusip92189F684)✕ | 9.0K | QoQ +2.31% (+204)YoY NEW(+9.0K) | All Managers (Combined) | $2.0M | 0.6% ($2.0M/$365.8M) | YoY NEW(+$2.0M) |
(cusip37954Y293)✕ | 31.9K | All Managers (Combined) | $2.0M | 0.6% ($2.0M/$365.8M) | ||
| 5.7K | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$365.8M) | |||
(cusip464287515)✕ | 22.5K | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$365.8M) | ||
| 7.5K | QoQ NEW(+7.5K) YoY NEW(+7.5K) | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$365.8M) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) | |
Alphabet Inc.(GOOGcusip02079K107) | 12.7K | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$365.8M) | ||
(cusip78464A797)✕ | 36.9K | QoQ NEW(+36.9K) YoY NEW(+36.9K) | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$365.8M) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
Evercore Inc.(EVRcusip29977A105) | 9.5K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$365.8M) |