DIAMANT ASSET MANAGEMENT, INC.

RIA/Wealth

DIAMANT ASSET MANAGEMENT, INC. is a RIA/Wealth based in Ridgefield, CT led by Lisette Diamant, reporting $234.0M in AUM as of Q3 2025 with 32% Technology concentration, 60% concentrated in top 10 holdings, and 21% allocation to AAPL.

PresidentLisette Diamant

Portfolio Value: $135.8M
Positions: 71
Top Holding: AAPL at 20.82%
Last Reported: Q3 2025

Address440 Main Street, Ridgefield, CT, 06877, United States

Top Holdings

Largest long holdings in DIAMANT ASSET MANAGEMENT, INC.'s portfolio (59.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$28.3M	20.82%	-$2.2M Sold	0.00% 111.0K shares	Q3 2021 Held for 4y 2m
2 Microsoft MSFT	Software - Infrastructure Technology	$9.0M	6.66%	-$183.9K Sold	0.00% 17.4K shares	Q3 2021 Held for 4y 2m
3 Visa V	Financial - Credit Services Financial Services	$8.7M	6.44%	-$840.8K Sold	0.00% 25.6K shares	Q3 2021 Held for 4y 2m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$8.1M	5.99%	-$610.2K Sold	0.00% 33.4K shares	Q3 2021 Held for 4y 2m
5 Costco Wholesale COST	Discount Stores Consumer Defensive	$5.9M	4.34%	-$185.1K Sold	0.00% 6.4K shares	Q3 2021 Held for 4y 2m
6 Progressive PGR	Insurance - Property & Casualty Financial Services	$5.1M	3.74%	-$329.7K Sold	0.00% 20.5K shares	Q3 2021 Held for 4y 2m
7 Leidos Holdings LDOS	Information Technology Services Technology	$4.9M	3.59%	-$316.5K Sold	0.02% 25.8K shares	Q3 2021 Held for 4y 2m
8 AbbVie ABBV	Drug Manufacturers - General Healthcare	$4.0M	2.96%	-$243.1K Sold	0.00% 17.4K shares	Q3 2021 Held for 4y 2m
9 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$3.5M	2.55%	-$129.8K Sold	0.00% 18.6K shares	Q3 2021 Held for 4y 2m
10 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$3.3M	2.46%	-$10.7K Sold	0.00% 23.1K shares	Q3 2021 Held for 4y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in DIAMANT ASSET MANAGEMENT, INC.'s latest filing

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Market Value

$135.8M

Prior: $131.3M

Q/Q Change

+3.4%

+$4.5M

Net Flows % of MV

-5.58%

Turnover Ratio

3.28%

New Purchases

1 stocks

$200.0K

Added To

6 stocks

+$463.2K

Sold Out Of

1 stocks

$253.7K

Reduced Holdings

44 stocks

-$8.0M

Increased Positions

Position	Shares Δ	Change
1 Amazon AMZN	New	0 → 911.0 +$200.0K
2 Waste Management WM	+29.41%	1.5K → 2.0K +$99.4K
3 Lockheed Martin LMT	+19.44%	900.0 → 1.1K +$87.4K
4 Eli Lilly LLY	+12.29%	814.0 → 914.0 +$76.3K
5 GE HealthCare Technologies GEHC	+11.71%	9.1K → 10.2K +$80.0K

Decreased Positions

Position	Shares Δ	Change
1 Pfizer PFE	Sold	10.5K → 0 −$253.7K
2 Deere & Company DE	-38.59%	1.6K → 955.0 −$274.4K
3 Constellation Brands STZ	-20.26%	2.3K → 1.9K −$64.0K
4 General Electric GE	-19.25%	4.8K → 3.9K −$278.3K
5 Johnson Controls International JCI	-18.01%	5.0K → 4.1K −$99.0K