0001172661-23-001828.txt : 20230504
0001172661-23-001828.hdr.sgml : 20230504
20230504074458
ACCESSION NUMBER: 0001172661-23-001828
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230504
DATE AS OF CHANGE: 20230504
EFFECTIVENESS DATE: 20230504
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Great Diamond Partners, LLC
CENTRAL INDEX KEY: 0001801112
IRS NUMBER: 834696421
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19786
FILM NUMBER: 23886558
BUSINESS ADDRESS:
STREET 1: 22 MONUMENT SQUARE
STREET 2: SUITE 300
CITY: PORTLAND
STATE: ME
ZIP: 04101
BUSINESS PHONE: 207-274-2500
MAIL ADDRESS:
STREET 1: 22 MONUMENT SQUARE
STREET 2: SUITE 300
CITY: PORTLAND
STATE: ME
ZIP: 04101
13F-HR
1
primary_doc.xml
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03-31-2023
03-31-2023
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Great Diamond Partners, LLC
22 Monument Square
Suite 300
Portland
ME
04101
13F HOLDINGS REPORT
028-19786
000299598
801-115058
N
John M.Piper
Chief Compliance Officer
207-274-2500
/s/ John M.Piper
Portland
ME
05-03-2023
0
214
345315398
INFORMATION TABLE
2
infotable.xml
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COM
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ACCENTURE PLC IRELAND
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G1151C101
3671801
12847
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0
ADOBE SYSTEMS INCORPORATED
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460132
1194
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AFLAC INC
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AIR PRODS & CHEMS INC
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242118
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SOLE
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240838
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ALPHABET INC
CAP STK CL A
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CAP STK CL C
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AMGEN INC
COM
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15233
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ANSYS INC
COM
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APPLE INC
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ARCHER DANIELS MIDLAND CO
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16964
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03990B101
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N Y REGISTRY SHS
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3836
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COM
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COM
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BERKSHIRE HATHAWAY INC DEL
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875363
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2835
0
0
BLACKROCK INC
COM
09247X101
2273001
3397
SH
SOLE
3397
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0
BLOCK INC
CL A
852234103
237254
3456
SH
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BOEING CO
COM
097023105
1050254
4944
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BRIGHT HORIZONS FAM SOL IN D
COM
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2850
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BRISTOL-MYERS SQUIBB CO
COM
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COM
11135F101
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915
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CARRIER GLOBAL CORPORATION
COM
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CHEVRON CORP NEW
COM
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COM
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COM
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COLGATE PALMOLIVE CO
COM
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COMCAST CORP NEW
CL A
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CONOCOPHILLIPS
COM
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COPART INC
COM
217204106
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CORTEVA INC
COM
22052L104
211929
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COSTCO WHSL CORP NEW
COM
22160K105
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COM
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COM
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SOLE
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DEVON ENERGY CORP NEW
COM
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DISNEY WALT CO
COM
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DOW INC
COM
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DUPONT DE NEMOURS INC
COM
26614N102
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EATON CORP PLC
SHS
G29183103
574160
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ECOLAB INC
COM
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ELEVANCE HEALTH INC
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EXPEDITORS INTL WASH INC
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EXXON MOBIL CORP
COM
30231G102
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FACTSET RESH SYS INC
COM
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FIRST SOLAR INC
COM
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COM
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2102585
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GILEAD SCIENCES INC
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12165
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GLB X MLP ENRG I
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COM
427866108
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COM
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COM
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HUNT J B TRANS SVCS INC
COM
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IDEXX LABS INC
COM
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ILLINOIS TOOL WKS INC
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INTEL CORP
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INTUITIVE SURGICAL INC
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SOLAR ETF
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SR LN ETF
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ISHARES INC
CORE MSCI EMKT
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US OIL EQ&SV ETF
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GL CLEAN ENE ETF
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SH
SOLE
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0
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COM
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SOLE
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COM NEW
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COM
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COM
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COM
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COM
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COM
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SHS
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LISTED FD TR
HORIZON KINETICS
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COM
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COM
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LPL FINL HLDGS INC
COM
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LULULEMON ATHLETICA INC
COM
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MASTERCARD INCORPORATED
CL A
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MCCORMICK & CO INC
COM NON VTG
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COM
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MEDTRONIC PLC
SHS
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COM
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META PLATFORMS INC
CL A
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MICROSOFT CORP
COM
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MONDELEZ INTL INC
CL A
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SOLE
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COM NEW
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0
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NETFLIX INC
COM
64110L106
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0
NEXTERA ENERGY INC
COM
65339F101
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38139
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0
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NIKE INC
CL B
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0
0
NORTHROP GRUMMAN CORP
COM
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66987V109
298908
3249
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3249
0
0
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ADR
670100205
1551774
9751
SH
SOLE
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0
0
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COM
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9807
SH
SOLE
9807
0
0
NVIDIA CORPORATION
COM
67066G104
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SH
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6663
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
318127
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OMNICELL COM
COM
68213N109
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4278
SH
SOLE
4278
0
0
ORACLE CORP
COM
68389X105
845386
9098
SH
SOLE
9098
0
0
PALO ALTO NETWORKS INC
COM
697435105
305203
1528
SH
SOLE
1528
0
0
PAYCHEX INC
COM
704326107
2887553
25199
SH
SOLE
25199
0
0
PAYPAL HLDGS INC
COM
70450Y103
468398
6168
SH
SOLE
6168
0
0
PEPSICO INC
COM
713448108
838945
4602
SH
SOLE
4602
0
0
PFIZER INC
COM
717081103
383194
9392
SH
SOLE
9392
0
0
PNC FINL SVCS GROUP INC
COM
693475105
368590
2900
SH
SOLE
2900
0
0
PPG INDS INC
COM
693506107
247123
1850
SH
SOLE
1850
0
0
PRINCIPAL FINANCIAL GROUP IN
COM
74251V102
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19878
SH
SOLE
19878
0
0
PROCTER AND GAMBLE CO
COM
742718109
3355933
22570
SH
SOLE
22570
0
0
PUBLIC STORAGE
COM
74460D109
634494
2100
SH
SOLE
2100
0
0
QUALCOMM INC
COM
747525103
361817
2836
SH
SOLE
2836
0
0
QUANTA SVCS INC
COM
74762E102
386605
2320
SH
SOLE
2320
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
233301
1649
SH
SOLE
1649
0
0
RAYMOND JAMES FINL INC
COM
754730109
1625976
17433
SH
SOLE
17433
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
552717
5644
SH
SOLE
5644
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
490537
597
SH
SOLE
597
0
0
S&P GLOBAL INC
COM
78409V104
723672
2099
SH
SOLE
2099
0
0
SALESFORCE INC
COM
79466L302
762760
3818
SH
SOLE
3818
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
369936
1417
SH
SOLE
1417
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
431879
10300
SH
SOLE
10300
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1008072
13779
SH
SOLE
13779
0
0
SEI INVTS CO
COM
784117103
246890
4290
SH
SOLE
4290
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
355038
4286
SH
SOLE
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0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
843688
12464
SH
SOLE
12464
0
0
SHELL PLC
SPON ADS
780259305
579198
10066
SH
SOLE
10066
0
0
SHERWIN WILLIAMS CO
COM
824348106
294224
1309
SH
SOLE
1309
0
0
SHOPIFY INC
CL A
82509L107
304083
6343
SH
SOLE
6343
0
0
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
254102
836
SH
SOLE
836
0
0
SPDR INDEX SHS FDS
GLB NAT RESRCE
78463X541
1200203
21023
SH
SOLE
21023
0
0
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
612689
19075
SH
SOLE
19075
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
620639
1516
SH
SOLE
1516
0
0
SPDR SER TR
S&P KENSHO CLEAN
78468R655
253650
2926
SH
SOLE
2926
0
0
SPDR SER TR
S&P METALS MNG
78464A755
1520270
28598
SH
SOLE
28598
0
0
SPDR SER TR
BLOOMBERG SHT TE
78468R408
4436697
178611
SH
SOLE
178611
0
0
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
250669
2730
SH
SOLE
2730
0
0
STARBUCKS CORP
COM
855244109
847514
8139
SH
SOLE
8139
0
0
STRYKER CORPORATION
COM
863667101
275193
964
SH
SOLE
964
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
348546
3747
SH
SOLE
3747
0
0
TARGET CORP
COM
87612E106
536641
3240
SH
SOLE
3240
0
0
TESLA INC
COM
88160R101
867390
4181
SH
SOLE
4181
0
0
TETRA TECH INC NEW
COM
88162G103
204646
1393
SH
SOLE
1393
0
0
TEXAS INSTRS INC
COM
882508104
2092054
11247
SH
SOLE
11247
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
578675
1004
SH
SOLE
1004
0
0
TJX COS INC NEW
COM
872540109
494843
6315
SH
SOLE
6315
0
0
TRACTOR SUPPLY CO
COM
892356106
312368
1329
SH
SOLE
1329
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
320125
1740
SH
SOLE
1740
0
0
TRAVELERS COMPANIES INC
COM
89417E109
489204
2854
SH
SOLE
2854
0
0
UNILEVER PLC
SPON ADR NEW
904767704
371248
7149
SH
SOLE
7149
0
0
UNION PAC CORP
COM
907818108
786524
3908
SH
SOLE
3908
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
471978
2433
SH
SOLE
2433
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
3267960
6915
SH
SOLE
6915
0
0
UNUM GROUP
COM
91529Y106
1603090
40523
SH
SOLE
40523
0
0
VANECK ETF TRUST
SEMICONDUCTR ETF
92189F676
1167248
4435
SH
SOLE
4435
0
0
VANECK ETF TRUST
AGRIBUSINESS ETF
92189F700
1201969
13838
SH
SOLE
13838
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
19250690
94320
SH
SOLE
94319
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
7707074
54972
SH
SOLE
54972
0
0
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
628184
12400
SH
SOLE
12400
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
209850
5396
SH
SOLE
5396
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
503482
1598
SH
SOLE
1598
0
0
VISA INC
COM CL A
92826C839
1845390
8185
SH
SOLE
8185
0
0
WABTEC
COM
929740108
224757
2224
SH
SOLE
2224
0
0
WALMART INC
COM
931142103
817463
5544
SH
SOLE
5544
0
0
WASTE MGMT INC DEL
COM
94106L109
3615031
22155
SH
SOLE
22155
0
0
WEST PHARMACEUTICAL SVSC INC
COM
955306105
330186
953
SH
SOLE
953
0
0
WISDOMTREE TR
US SMALLCAP DIVD
97717W604
971411
34013
SH
SOLE
34013
0
0
WISDOMTREE TR
US MIDCAP DIVID
97717W505
1024623
25003
SH
SOLE
25003
0
0
WORKDAY INC
CL A
98138H101
210051
1017
SH
SOLE
1017
0
0
XYLEM INC
COM
98419M100
233062
2226
SH
SOLE
2226
0
0
YUM BRANDS INC
COM
988498101
380655
2882
SH
SOLE
2882
0
0