Great Diamond Partners, LLC
- SEC CIK
- 0001801112
- Latest filing
- Jul 17, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 4, 2021. Long positions only.
- Positions
- 195
- No 13F data for Q4 2020
- Portfolio value
- $325.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287689 | RUSSELL 3000 ETF | 107,205 | $25.4M | 7.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 107,839 | $22.3M | 6.9% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 33,707 | $16.5M | 5.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 40,633 | $9.58M | 2.9% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 57,121 | $8.09M | 2.5% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 78,085 | $7.97M | 2.5% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 76,738 | $6.96M | 2.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 49,969 | $5.42M | 1.7% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 15,293 | $4.60M | 1.4% | – | – | – |
| ACNAccenture plc | Stock | 16,474 | $4.55M | 1.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 14,488 | $4.42M | 1.4% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 33,920 | $4.41M | 1.4% | – | – | – |
| AMGNAmgen Inc | Stock | 17,643 | $4.39M | 1.4% | – | – | History |
| NEENextera Energy Inc | Stock | 54,196 | $4.10M | 1.3% | – | – | History |
| ABTAbbott Laboratories | Stock | 33,770 | $4.05M | 1.2% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 104,851 | $4.03M | 1.2% | – | – | – |
| AAPLApple Inc. | Stock | 32,308 | $3.95M | 1.2% | – | – | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 144,181 | $3.94M | 1.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 20,231 | $3.82M | 1.2% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 35,007 | $3.81M | 1.2% | – | – | – |
| KLACKLA Corp | COM NEW | 11,271 | $3.72M | 1.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 19,685 | $3.71M | 1.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 26,369 | $3.57M | 1.1% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 48,933 | $3.52M | 1.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 32,145 | $3.51M | 1.1% | – | – | History |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 94,654 | $3.40M | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 98,705 | $3.40M | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 19,363 | $3.18M | 1.0% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 55,086 | $3.01M | 0.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 19,358 | $2.95M | 0.9% | – | – | History |
| WMWaste Management Inc | Stock | 22,007 | $2.84M | 0.9% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,031 | $2.79M | 0.9% | – | – | History |
| BXBlackstone Inc. | COM | 37,232 | $2.77M | 0.9% | – | – | History |
| BLKBlackRock, Inc. | COM | 3,667 | $2.76M | 0.9% | – | – | History |
| MCDMcDonalds Corp | Stock | 12,313 | $2.76M | 0.8% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 50,122 | $2.74M | 0.8% | – | – | – |
| MSMorgan Stanley | Stock | 34,274 | $2.66M | 0.8% | – | – | History |
| ALBAlbemarle Corp | Stock | 17,828 | $2.60M | 0.8% | – | – | History |
| PAYXPaychex Inc | Stock | 25,199 | $2.47M | 0.8% | – | – | History |
| HONHoneywell International Inc | COM | 11,154 | $2.42M | 0.7% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 41,225 | $2.41M | 0.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,137 | $2.35M | 0.7% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 8,263 | $2.32M | 0.7% | – | – | History |
| PLDPrologis, Inc. | REIT | 21,531 | $2.28M | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 734 | $2.27M | 0.7% | – | – | History |
| DFSDiscover Financial Services | COM | 22,910 | $2.18M | 0.7% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 11,800 | $2.09M | 0.6% | – | – | – |
| LMTLockheed Martin Corp | Stock | 5,638 | $2.08M | 0.6% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 23,304 | $2.08M | 0.6% | – | – | History |
| TGTTarget Corp | Stock | 10,405 | $2.06M | 0.6% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 24,627 | $1.87M | 0.6% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 8,347 | $1.85M | 0.6% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 9,850 | $1.76M | 0.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 4,731 | $1.76M | 0.5% | – | – | History |
| AMTAmerican Tower Corp | REIT | 7,361 | $1.76M | 0.5% | – | – | History |
| FASTFastenal Co | Stock | 34,614 | $1.74M | 0.5% | – | – | History |
| DVNDevon Energy Corp | Stock | 71,092 | $1.55M | 0.5% | – | – | History |
| AVYAvery Dennison Corp | COM | 8,358 | $1.53M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 7,164 | $1.52M | 0.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,986 | $1.47M | 0.5% | – | – | History |
| SYYSysco Corp | Stock | 18,277 | $1.44M | 0.4% | – | – | History |
| GOOGAlphabet Inc. | Stock | 685 | $1.42M | 0.4% | – | – | History |
| Columbia ETF Tr I19761L508 | DIVERSIFID FXD | 64,568 | $1.36M | 0.4% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 22,597 | $1.34M | 0.4% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 16,430 | $1.27M | 0.4% | – | – | History |
| DISWalt Disney Co | Stock | 6,828 | $1.26M | 0.4% | – | – | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 14,319 | $1.19M | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 8,143 | $1.15M | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 5,017 | $1.10M | 0.3% | – | – | History |
| iShares Tr464288752 | US HOME CONS ETF | 16,150 | $1.10M | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 5,105 | $1.08M | 0.3% | – | – | History |
| Invesco Exchange Traded FD T46137V779 | BLDG CONSTR ETF | 21,879 | $1.07M | 0.3% | – | – | – |
| DEDeere & Co | Stock | 2,827 | $1.06M | 0.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,945 | $1.04M | 0.3% | – | – | History |
| VanEck Semiconductor ETF92189F676 | ETF | 4,197 | $1.02M | 0.3% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 18,621 | $1.00M | 0.3% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,254 | $964.0K | 0.3% | – | – | History |
| Global X FDS37950E416 | SOCIAL MED ETF | 14,365 | $958.0K | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 24,388 | $943.0K | 0.3% | – | – | History |
| ProShares Tr74347B169 | ONLINE RTL ETF | 11,913 | $934.0K | 0.3% | – | – | – |
| BABoeing Co | Stock | 3,650 | $929.0K | 0.3% | – | – | History |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 13,806 | $915.0K | 0.3% | – | – | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 17,593 | $912.0K | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 17,425 | $901.0K | 0.3% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 12,316 | $898.0K | 0.3% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 36,635 | $890.0K | 0.3% | – | – | – |
| ADSKAutodesk, Inc. | COM | 3,211 | $889.0K | 0.3% | – | – | History |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 69,334 | $888.0K | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 6,533 | $887.0K | 0.3% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,924 | $871.0K | 0.3% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 27,425 | $854.0K | 0.3% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 9,989 | $827.0K | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 8,532 | $782.0K | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 11,054 | $775.0K | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 13,457 | $751.0K | 0.2% | – | – | History |
| INTCIntel Corp | Stock | 11,686 | $747.0K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 9,379 | $724.0K | 0.2% | – | – | History |
| LWLamb Weston Holdings, Inc. | Stock | 9,238 | $715.0K | 0.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,798 | $714.0K | 0.2% | – | – | History |
| ECLEcolab Inc. | Stock | 3,242 | $694.0K | 0.2% | – | – | History |