Great Diamond Partners Q2 2026 Portfolio Activity: Focus on Technology and Growth ETFs

As of June 30th, 2026, Great Diamond Partners, Llc has shown notable activity within its portfolio during the second quarter. The firm's holdings have undergone significant changes compared to the previous period.

New Positions and Significant Increases

Great Diamond Partners demonstrated strong conviction in specific sectors this quarter by establishing new positions or significantly increasing existing ones. Notably, the investor quintupled its stake in KLA Corporation (KLAC), adding 26,911 shares to reach a position valued at $9,029,277 and representing KLA Corp as the largest holding by dollar value. This translates to an approximate 89% increase in its investment in this semiconductor equipment technology stock.

The firm also significantly boosted its position in the Dimensional ETF Trust (DFAI), increasing shares by approximately 1.97%. Furthermore, Great Diamond Partners substantially increased holdings in several iShares products:

• ISHARES TR (IBDU), up a massive 252% from the prior period.
• ISHARES TR (IBDS), increased by 90.32%, adding 153,607 shares.
• VANGUARD INDEX FDS (VUG), saw a staggering increase of nearly 499% in its portfolio allocation, suggesting substantial new purchases.

Reductions and Discontinued Holdings

In contrast to the large increases noted above, Great Diamond Partners also reduced several positions during Q2:

• First Trust Exchange Traded FD (AIRR) was completely discontinued in this quarter's portfolio.
• The Simplify ETF product AGGH experienced a reduction of 3,460 shares (-6.08%) from its previous position.

While specific large-cap stock sales like Amgen (ABBV) are not detailed in the changed holdings, there were notable reductions elsewhere:

• Las Vegas Sands Corp (LVS)'s position was reduced by 62.64%.
• AT&T Inc's (T) allocation decreased significantly, falling to just 0.05% of the portfolio (-70%).

Overall Portfolio Shifts and Characteristics

The changes observed reflect a strategic tilt towards certain areas within Great Diamond Partners' investment universe. The investor has maintained positions in exchange-traded funds, particularly iShares products like IBDW (ISHARES TR) which increased by 83.94%, and AIQ (GLOBAL X FDS), where the position was newly established or significantly bolstered.

Examining the broader portfolio structure:

• The Technology sector allocation stands at approximately $7,450,248 in market value (Great Diamond Partners' filing shows this as 12.86% of the portfolio).
• There are still holdings categorized under 'Unknown' sector, totaling $335,406,011 (57.9%) and representing a significant portion.

The overall portfolio consists of 232 distinct holdings, indicating diversification across various asset classes and sectors beyond Technology. The top five positions combined represent about 20.43% of the total portfolio value, suggesting moderate concentration according to typical standards.