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Sheila Morgan

Diamant Asset Management, Inc.

Assets Managed
$137.246B
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
99118.11%(2Q avg: 49560%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Diamant Asset Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Diamant Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 137.246B in assets, with a quarterly growth rate of 99118.11% and a 2-quarter average growth rate of 49560%. The portfolio is managed by Sheila Morgan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 24974.27%
19.4%
$26.614B
26.614M shares@ $1000.0 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 28949.98%
6.78%
$9.292B
9.292M shares@ $1000.0 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 29706.31%
5.35%
$7.333B
7.333M shares@ $1000.0 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 38442.1%
4.97%
$6.81B
6.81M shares@ $1000.0 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 99278.04%
4.91%
$6.727B
6.727M shares@ $1000.0 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 24436.53%
3.26%
$4.473B
4.473M shares@ $1000.0 avg price
LDOS
Leidos Holdings Inc
Recent Activity
Increased 16475.43%
3.03%
$4.157B
4.157M shares@ $1000.0 avg price
PGR
Progressive Corp
Recent Activity
Increased 19724%
2.97%
$4.069B
4.069M shares@ $1000.0 avg price
LECO
Lincoln Electric Holdings
Recent Activity
Increased 24685.8%
2.8%
$3.84B
3.84M shares@ $1000.0 avg price
TJX
Tjx Companies Inc
Recent Activity
Increased 15998.05%
2.76%
$3.78B
3.78M shares@ $1000.0 avg price

1-10 of 76