Great Diamond Partners, LLC
All 13F Filings
- Location
- Portland, ME
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 519,683
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/6/2026 | 227 | 519,683 | 13F-HR | Great Diamond Partners, LLC |
| Q3 2025 | 10/20/2025 | 225 | 515,583 | 13F-HR | Great Diamond Partners, LLC |
| Q2 2025 | 8/13/2025 | 225 | 473,452 | 13F-HR | Great Diamond Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 385 K | 74.1% | 0 | 3.584 K | -3.584 K |
| ETFs | 103.4 K | 19.9% | 2.739 K | 0 | 2.739 K |
| Debt | 28.22 K | 5.4% | 4.85 K | 0 | 4.85 K |
| Other | 3.006 K | 0.6% | 88 | 0 | 88 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
519,683
Holdings
227
QoQ value change ($000)
4,100
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.