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  Name: Great Diamond Partners LLC
  City: Portland
  State: ME
  Zip: 04101
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $405,778,000
  Total Value Change : $36,413,000
  Securities Held Change : 10
   
All Securities Held : 230
  New Positions : 14
  Closed Positions : 11
  Increased Positions : 97
  Unchanged Positions : 10
  Decreased Positions : 109

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IGV)1 Year Chart         IGV iShares S&P GSTI Software I... 68 New $0.00 $1,593,000 3,926 0.39% 1,593,000 3,926 0.024    Closed - End Fund - E...
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 77 New $0.00 $1,361,000 25,283 0.34% 1,361,000 25,283 0.039    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 105 New $127.55 $802,000 10,489 0.2% 802,000 10,489 0.004    N/A
   (NOW)1 Year Chart         NOW Servicenow, Inc. 143 New $713.33 $439,000 622 0.11% 439,000 622 0.001    Information Technolog...
   (EQIX)1 Year Chart         EQIX Equinix Inc 165 New $711.87 $341,000 424 0.08% 341,000 424 0    Telecom Services - Do...
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 185 New $3,193.68 $288,000 126 0.07% 288,000 126 0    Restaurants
   (APTV)1 Year Chart         APTV Aptiv PLC 201 New $74.95 $246,000 2,740 0.06% 246,000 2,740 0.001    Auto Parts
   (FERG)1 Year Chart         FERG Ferguson plc 218 New $218.97 $220,000 1,142 0.05% 220,000 1,142 0    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 221 New $221.76 $216,000 1,012 0.05% 216,000 1,012 0.001    Closed - End Fund - E...
   (ADI)1 Year Chart         ADI Analog Devices Inc 223 New $203.57 $211,000 1,061 0.05% 211,000 1,061 0    Semiconductor- Broad...
   (CGW)1 Year Chart         CGW Invesco S&P Global Water ETF 224 New $57.90 $209,000 3,934 0.05% 209,000 3,934 0.023    Packaging & Containers
   (URI)1 Year Chart         URI United Rentals Inc 226 New $674.27 $206,000 360 0.05% 206,000 360 0.001    Rental & Leasing Serv...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 228 New $443.80 $204,000 528 0.05% 204,000 528 0    Investment Brokerage ...
   (DEA)1 Year Chart         DEA Easterly Government Propert... 229 New $11.96 $144,000 10,748 0.04% 144,000 10,748 0.013    N/A

      14 Records Found
  1    
Page 1 of 1
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