Arkolith/Funds/Diamant Asset Management, Inc.

Diamant Asset Management, Inc.

CIK 1731124
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Diamant Asset Management, Inc. holds a focused book of 81 reported positions worth $147.1M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 20% of the reported non-option book.

Opened
10
bought for the first time
+7 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
0
already held, bought more
no adds
Sold out
5
exited the position entirely
+2 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
58%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Information Technology
37%
Consumer Discretionary
15%
Industrials
13%
Financials
11%
Health Care
11%
Materials
5%
Consumer Staples
3%
Energy
2%

+3 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Diamant Asset Management, Inc.

Manager / fundShared namesTheir $ in those
Independent Investors Inc32 / 80$436.5M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$381.1M
Emerald Advisors, LLC28 / 80$635.3M
Ardent Capital Management, Inc.15 / 80$191.4M
H&H International Investment, LLC8 / 80$15.9B
New World Advisors LLC35 / 80$467.1M
Ables, Iannone, Moore & Associates, Inc.24 / 80$146.7M
Violich Capital Management, Inc.38 / 80$694.2M

Ranked by the share of each fund's own book sitting in the names it shares with Diamant Asset Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

81 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
Stock
$29.6M102.4K
20.1%
−100%
Reduced · −26.5M sh
2Alphabet Inc Cap STK CL A
Stock
$11.5M32.3K
7.8%
−100%
Reduced · −9.3M sh
3Visa Inc Com CL A
Stock
$8.4M24.4K
5.7%
−100%
Reduced · −7.3M sh
4Microsoft Corp Com
Stock
$6.9M18.5K
4.7%
−100%
Reduced · −6.8M sh
5Costco Wholesale Corporation Com
Stock
$6.3M6.8K
4.3%
−100%
Reduced · −6.7M sh
6Caterpillar Inc Com
Stock
$4.7M4.4K
3.2%
−100%
Reduced · −3.1M sh
7Johnson & Johnson Com
Stock
$4.6M18.2K
3.1%
−100%
Reduced · −4.5M sh
8Progressive Corp Com
Stock
$4.4M20.1K
3.0%
−100%
Reduced · −4.0M sh
9Abbvie Inc Com
Stock
$4.2M16.7K
2.9%
−100%
Reduced · −3.7M sh
10Lincoln Elec Hldgs Inc Com
Stock
$4.1M15.4K
2.8%
−100%
Reduced · −3.8M sh
11TJX Cos Inc New Com
Stock
$3.5M23.4K
2.4%
−99%
Reduced · −3.8M sh
12Pepsico Inc Com
Stock
$3.1M23.3K
2.1%
−99%
Reduced · −3.6M sh
13Leidos Holdings Inc Com
Stock
$2.7M26.5K
1.9%
−99%
Reduced · −4.1M sh
14Colgate Palmolive Co Com
Stock
$2.5M27.6K
1.7%
−99%
Reduced · −2.3M sh
15Home Depot Inc Com
Stock
$2.5M7.1K
1.7%
−100%
Reduced · −2.3M sh
16McDonalds Corp Com
Stock
$2.2M8.1K
1.5%
−100%
Reduced · −2.6M sh
17Merck & Co Inc Com
Stock
$2.1M16.4K
1.4%
−99%
Reduced · −2.1M sh
18Walmart Inc Com
Stock
$2.1M18.2K
1.4%
−99%
Reduced · −2.2M sh
19ExxonMobil Holdings Corp Com SHS
Stock
$1.7M12.1K
1.1%
New
New position
20Eli Lilly & Co Com
Stock
$1.4M1.2K
0.9%
−100%
Reduced · −1.1M sh
21Ge Aerospace Com New
Stock
$1.4M3.7K
0.9%
−100%
Reduced · −1.1M sh
22Ulta Beauty Inc Com
Stock
$1.4M3.0K
0.9%
−100%
Reduced · −1.5M sh
23Nike Inc CL B
Stock
$1.3M32.9K
0.9%
−98%
Reduced · −1.8M sh
24Procter & Gamble Co Com
Stock
$1.2M8.4K
0.8%
−99%
Reduced · −1.2M sh
25JPMorgan Chase & Co Com
Stock
$1.1M3.4K
0.8%
−100%
Reduced · −990K sh
26Penske Automotive Grp Inc Com
Stock
$1.1M5.9K
0.7%
−99%
Reduced · −878K sh
27Honeywell Intl Inc Com
Stock
$1.1M4.7K
0.7%
New
New position
28Union Pac Corp Com
Stock
$1.1M3.9K
0.7%
−100%
Reduced · −929K sh
29Honeywell Aerospace Inc Com
Stock
$1.0M4.7K
0.7%
Listed
Newly reportable
30Packaging Corp Amer Com
Stock
$1.0M4.2K
0.7%
−100%
Reduced · −889K sh
31Heico Corp New Com
Stock
$992K2.8K
0.7%
−100%
Reduced · −761K sh
32Bridgebio Pharma Inc Com
Stock
$976K13.1K
0.7%
−98%
Reduced · −514K sh
33Boeing Co Com
Stock
$949K4.4K
0.6%
−99%
Reduced · −868K sh
34Generac Hldgs Inc Com
Stock
$933K3.2K
0.6%
−100%
Reduced · −663K sh
35Verizon Communications Inc Com
Stock
$914K21.6K
0.6%
−98%
Reduced · −1.1M sh
36McCormick & Co Inc Com Non VTG
Stock
$876K17.4K
0.6%
−98%
Reduced · −1.0M sh
37Waste Mgmt Inc Del Com
Stock
$842K3.8K
0.6%
−100%
Reduced · −767K sh
38Chevron Corporation Com
Stock
$815K4.9K
0.6%
−100%
Reduced · −1.1M sh
39Lockheed Martin Corp Com
Stock
$815K1.6K
0.6%
−100%
Reduced · −878K sh
40L3harris Technologies Inc Com
Stock
$793K2.7K
0.5%
−99%
Reduced · −355K sh
41Unitedhealth Group Inc Com
Stock
$768K1.8K
0.5%
−100%
Reduced · −568K sh
42Philip Morris Intl Inc Com
Stock
$760K4.2K
0.5%
−99%
Reduced · −707K sh
43Intel Corp Com
Stock
$757K5.4K
0.5%
−98%
Reduced · −243K sh
44Ge Healthcare Technologies Inc Common Stock
Stock
$729K11.4K
0.5%
−99%
Reduced · −786K sh
45Qualcomm Inc Com
Stock
$651K3.5K
0.4%
−99%
Reduced · −450K sh
46Servicenow Inc Com
Stock
$614K6.2K
0.4%
New
New position
47Disney Walt Co Com
Stock
$610K6.3K
0.4%
−99%
Reduced · −612K sh
48SPDR Gold Shares
Stock
$597K1.6K
0.4%
−100%
Reduced · −695K sh
49Healthpeak Properties Inc Com
Stock
$596K27.9K
0.4%
−91%
Reduced · −288K sh
50Deere & Co Com
Stock
$592K934
0.4%
−100%
Reduced · −610K sh
Showing 50 of 81 positions
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Filing history

As-of date vs the date the SEC received each filing

$159.6M · Q3 2024Q3 2024 · $159.6MQ2 2026 · $147.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d81$147.1M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622d76$137.2M13F-HR
Q4 2025Dec 31, 2025Feb 6, 202637d71$138.3M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202529d71$135.8M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202516d71$131.3M13F-HR
Q1 2025Mar 31, 2025May 15, 202545d72$131.8M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d74$156.3M13F-HR
Q3 2024Sep 30, 2024Nov 20, 202451d75$159.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.