DIAMANT ASSET MANAGEMENT, INC. — 13F Holdings & Portfolio

CIK 1731124 · latest 13F-HR filed 2026-07-30

DIAMANT ASSET MANAGEMENT, INC. manages $147.1M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (20.15%), GOOGL (7.84%), V (5.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 6, added to 38, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
440 MAIN STREET SUITE 201
RIDGEFIELD, CT 06877
Phone
(203) 661-6410
Filing Manager
DIAMANT ASSET MANAGEMENT, INC.
RIDGEFIELD, CT
Signatory
Sheila Morgan
Portfolio Manager
Loading holdings…
AUM

$147.1M

Long-equity book

Holdings

81

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+11 / −6 / ↑38 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLE INC COM$3.0M +11.4%
  • ALPHABET INC CAP STK CL A$2.2M +24.2%
  • CATERPILLAR INC COM$1.6M +50.3%
  • VISA INC COM CL A$1.0M +14.0%
  • ABBVIE INC COM$532.4K +14.5%
Show all 38

Top Trims

  • LEIDOS HOLDINGS INC COM-$1.4M -34.4%
  • NIKE INC CL B-$529.6K -28.2%
  • PEPSICO INC COM-$437.8K -12.2%
  • COSTCO WHOLESALE CORPORATION COM-$411.5K -6.1%
  • MCDONALDS CORP COM-$400.3K -15.4%
Show all 19

New Positions

  • EXXONMOBIL HOLDINGS CORP COM SHS$1.7M
  • HONEYWELL INTL INC COM$1.1M
  • HONEYWELL AEROSPACE INC COM$1.0M
  • SERVICENOW INC COM$614.0K
  • ALPHABET INC CAP STK CL C$531.8K
Show all 11

Exited Positions

  • HONEYWELL INTL INC COM$2.2M
  • EXXON MOBIL CORP COM$2.2M
  • FEDEX CORP COM$519.3K
  • ZOETIS INC CL A$335.1K
  • LAM RESEARCH CORP COM NEW$235.0K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC COM AAPL 037833100 $29.6M 20.15% 102,419 SH
2 ALPHABET INC CAP STK CL A GOOGL 02079K305 $11.5M 7.84% 32,293 SH
3 VISA INC COM CL A V 92826C839 $8.4M 5.68% 24,357 SH
4 MICROSOFT CORP COM MSFT 594918104 $6.9M 4.70% 18,523 SH
5 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $6.3M 4.29% 6,751 SH
6 CATERPILLAR INC COM CAT 149123101 $4.7M 3.21% 4,433 SH
7 JOHNSON & JOHNSON COM JNJ 478160104 $4.6M 3.14% 18,203 SH
8 PROGRESSIVE CORP COM PGR 743315103 $4.4M 2.99% 20,149 SH
9 ABBVIE INC COM ABBV 00287Y109 $4.2M 2.86% 16,705 SH
10 LINCOLN ELEC HLDGS INC COM LECO 533900106 $4.1M 2.78% 15,415 SH
11 TJX COS INC NEW COM TJX 872540109 $3.5M 2.41% 23,429 SH
12 PEPSICO INC COM PEP 713448108 $3.1M 2.14% 23,254 SH
13 LEIDOS HOLDINGS INC COM LDOS 525327102 $2.7M 1.85% 26,462 SH
14 COLGATE PALMOLIVE CO COM CL 194162103 $2.5M 1.72% 27,552 SH
15 HOME DEPOT INC COM HD 437076102 $2.5M 1.71% 7,121 SH
16 MCDONALDS CORP COM MCD 580135101 $2.2M 1.49% 8,124 SH
17 MERCK & CO INC COM MRK 58933Y105 $2.1M 1.43% 16,370 SH
18 WALMART INC COM WMT 931142103 $2.1M 1.40% 18,180 SH
19 EXXONMOBIL HOLDINGS CORP COM SHS XOM 30233Q108 $1.7M 1.13% 12,141 SH
20 ELI LILLY & CO COM LLY 532457108 $1.4M 0.95% 1,164 SH
21 GE AEROSPACE COM NEW GE 369604301 $1.4M 0.93% 3,668 SH
22 ULTA BEAUTY INC COM ULTA 90384S303 $1.4M 0.92% 3,017 SH
23 NIKE INC CL B NKE 654106103 $1.3M 0.92% 32,874 SH
24 PROCTER & GAMBLE CO COM PG 742718109 $1.2M 0.83% 8,358 SH
25 JPMORGAN CHASE & CO COM JPM 46625H100 $1.1M 0.75% 3,376 SH
26 PENSKE AUTOMOTIVE GRP INC COM PAG 70959W103 $1.1M 0.72% 5,915 SH
27 HONEYWELL INTL INC COM HON 438516205 $1.1M 0.72% 4,720 SH
28 UNION PAC CORP COM UNP 907818108 $1.1M 0.72% 3,885 SH
29 HONEYWELL AEROSPACE INC COM HONA 43849R105 $1.0M 0.71% 4,720 SH
30 PACKAGING CORP AMER COM PKG 695156109 $1.0M 0.68% 4,210 SH
31 HEICO CORP NEW COM HEI 422806109 $992.0K 0.67% 2,785 SH
32 BRIDGEBIO PHARMA INC COM BBIO 10806X102 $975.7K 0.66% 13,100 SH
33 BOEING CO COM BA 097023105 $948.8K 0.64% 4,383 SH
34 GENERAC HLDGS INC COM GNRC 368736104 $932.6K 0.63% 3,185 SH
35 VERIZON COMMUNICATIONS INC COM VZ 92343V104 $914.1K 0.62% 21,590 SH
36 MCCORMICK & CO INC COM NON VTG MKC 579780206 $875.8K 0.60% 17,370 SH
37 WASTE MGMT INC DEL COM WM 94106L109 $842.5K 0.57% 3,780 SH
38 CHEVRON CORPORATION COM CVX 166764100 $815.4K 0.55% 4,919 SH
39 LOCKHEED MARTIN CORP COM LMT 539830109 $814.6K 0.55% 1,599 SH
40 L3HARRIS TECHNOLOGIES INC COM LHX 502431109 $793.3K 0.54% 2,730 SH
41 UNITEDHEALTH GROUP INC COM UNH 91324P102 $767.7K 0.52% 1,847 SH
42 PHILIP MORRIS INTL INC COM PM 718172109 $759.8K 0.52% 4,200 SH
43 INTEL CORP COM INTC 458140100 $757.4K 0.51% 5,424 SH
44 GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK GEHC 36266G107 $729.1K 0.50% 11,390 SH
45 QUALCOMM INC COM QCOM 747525103 $651.4K 0.44% 3,525 SH
46 SERVICENOW INC COM NOW 81762P102 $614.0K 0.42% 6,185 SH
47 DISNEY WALT CO COM DIS 254687106 $610.2K 0.41% 6,340 SH
48 SPDR GOLD SHARES GLD 78463V107 $596.8K 0.41% 1,620 SH
49 HEALTHPEAK PROPERTIES INC COM DOC 42250P103 $596.3K 0.41% 27,865 SH
50 DEERE & CO COM DE 244199105 $592.5K 0.40% 934 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $147.1M 81 0001731124-26-000004
2026-03-31 2026-04-22 $137.2M 76 0001731124-26-000002
2025-12-31 2026-02-06 $138.3M 71 0001731124-26-000001