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CIK: 0001801112
Total reported value
$581.8M
$581.8M
211 檔
17.6%
According to the latest 13F quarterly dataset, Great Diamond Partners, LLC managed an equity portfolio of $581.8M at the end of Q2 2024, spanning 211 distinct U.S. exchange-listed positions.
During Q2 2024, Great Diamond Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.46% | +0.14% | -3.72% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.87% | +0.27% | -4.28% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.97% | -0.20% | -4.59% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.37% | +0.07% | -1.93% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.26% | -4.69% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.56% | +0.17% | -4.14% | |
| 7 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.90% | -0.11% | -2.84% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.83% | +0.01% | -2.25% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.81% | — | -1.50% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.81% | +0.10% | -0.76% | |
| 11 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.65% | -0.26% | -0.45% | |
| 12 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.62% | +0.04% | NEW | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | — | +859.10% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.01% | -1.39% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.36% | — | -5.48% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.34% | +0.70% | -21.24% | |
| 17 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 1.34% | — | -4.01% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.27% | +0.03% | -3.86% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.25% | -0.10% | -2.40% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.23% | +0.01% | -0.26% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.10% | -0.06% | -0.29% | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.10% | -0.26% | -1.46% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 1.10% | -0.12% | -1.12% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.06% | -0.01% | +0.21% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | +0.03% | -5.37% | |
| 26 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.94% | +0.12% | +7.98% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.03% | -0.75% | |
| 28 | ARES | Ares Management CORP - A | Stock-Financials | 0.92% | — | +11.79% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | — | -2.18% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.84% | -0.09% | -0.86% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.10% | -8.02% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.03% | -3.18% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | — | +2.17% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.80% | -0.02% | -12.60% | |
| 35 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.79% | — | -2.90% | |
| 36 | HUBB | Hubbell Inc | Stock-Industrials | 0.79% | — | +1.62% | |
| 37 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.78% | -0.03% | -0.71% | |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.78% | -0.38% | -2.94% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.09% | -1.59% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.70% | -0.11% | +0.14% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.70% | -0.02% | -0.69% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | — | -3.69% | |
| 43 | BLKCHF | Blackrock Inc | Stock-Other | 0.66% | — | -1.20% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.20% | -8.72% | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.59% | -0.02% | -1.12% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.58% | -0.02% | -3.34% | |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.58% | -0.03% | -3.24% | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.58% | — | -3.36% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | +0.01% | -7.06% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.11% | -1.95% |
According to official SEC Form 13F filings, Great Diamond Partners, LLC reported a total U.S. public equity portfolio value of $581.8M across 211 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWV, VTI, IEFA) accounted for 17.6% of total reported equity market value during Q2 2024.
During Q2 2024, Great Diamond Partners, LLC's top holdings by market value included IWV (6.5%)、VTI (5.9%)、IEFA (5.0%). The largest single position, IWV, represented 6.5% of total portfolio value.
In Q2 2024, Great Diamond Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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