DDD Partners
Latest statistics and disclosures from DDD Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, BRK.B, AAPL, AMZN, ELAN, and represent 49.06% of DDD Partners's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$498M), META (+$22M), BAC (+$21M), WEC (+$20M), PLD (+$19M), PEP (+$19M), KMI (+$19M), GPC (+$19M), VZ (+$18M), DHR (+$18M).
- Started 26 new stock positions in COIN, CDNS, PLTR, BCC, CSAI, VB, CME, ESGV, WEC, KMI.
- Reduced shares in these 10 stocks: SCHD (-$32M), JNJ (-$24M), UPS (-$22M), , SO (-$20M), CVS (-$13M), CTRA (-$12M), CMI (-$11M), CIEN (-$9.2M), AVGO (-$7.3M).
- Sold out of its positions in CVS, CTRA, CIEN, CMCSA, DFCF, RPD, SO, TWLO, UPS.
- DDD Partners was a net buyer of stock by $562M.
- DDD Partners has $1.6B in assets under management (AUM), dropping by 68.76%.
- Central Index Key (CIK): 0001729673
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Portfolio Holdings for DDD Partners
DDD Partners holds 129 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 37.6 | $592M | +528% | 1.1M | 517.95 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $65M | -7% | 128k | 502.74 |
|
| Apple (AAPL) | 2.6 | $41M | +2% | 161k | 254.63 |
|
| Amazon (AMZN) | 2.5 | $39M | +2% | 179k | 219.57 |
|
| Elanco Animal Health (ELAN) | 2.2 | $35M | +6% | 1.8M | 20.14 |
|
| Broadcom (AVGO) | 1.8 | $29M | -20% | 87k | 329.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $27M | +2% | 111k | 243.55 |
|
| Meta Platforms Cl A (META) | 1.5 | $24M | +872% | 33k | 734.37 |
|
| Costco Wholesale Corporation (COST) | 1.5 | $24M | 26k | 925.63 |
|
|
| Northwest Pipe Company (NWPX) | 1.5 | $24M | 447k | 52.93 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $22M | +4% | 119k | 186.58 |
|
| Hf Sinclair Corp (DINO) | 1.4 | $22M | +2% | 416k | 52.34 |
|
| Bank of America Corporation (BAC) | 1.3 | $21M | +6794% | 404k | 51.59 |
|
| Old Republic International Corporation (ORI) | 1.3 | $21M | -11% | 489k | 42.47 |
|
| Chubb (CB) | 1.3 | $21M | +3% | 73k | 282.25 |
|
| Abbvie (ABBV) | 1.3 | $21M | -17% | 88k | 231.54 |
|
| Wec Energy Group (WEC) | 1.3 | $20M | NEW | 172k | 114.59 |
|
| Qualcomm (QCOM) | 1.2 | $20M | -23% | 118k | 166.36 |
|
| Chevron Corporation (CVX) | 1.2 | $19M | -18% | 125k | 155.29 |
|
| Cummins (CMI) | 1.2 | $19M | -35% | 46k | 422.37 |
|
| Prologis (PLD) | 1.2 | $19M | NEW | 168k | 114.52 |
|
| Pepsi (PEP) | 1.2 | $19M | NEW | 137k | 140.44 |
|
| Kinder Morgan (KMI) | 1.2 | $19M | NEW | 676k | 28.31 |
|
| Genuine Parts Company (GPC) | 1.2 | $19M | NEW | 137k | 138.60 |
|
| Home Depot (HD) | 1.2 | $19M | -6% | 46k | 405.19 |
|
| Cisco Systems (CSCO) | 1.2 | $19M | -24% | 271k | 68.42 |
|
| Danaher Corporation (DHR) | 1.2 | $18M | +7732% | 92k | 198.26 |
|
| Verizon Communications (VZ) | 1.2 | $18M | NEW | 416k | 43.95 |
|
| Cme (CME) | 1.1 | $18M | NEW | 65k | 270.19 |
|
| Abbott Laboratories (ABT) | 1.1 | $17M | +2% | 130k | 133.94 |
|
| Uber Technologies (UBER) | 1.1 | $17M | +243% | 175k | 97.97 |
|
| Servicenow (NOW) | 1.0 | $15M | +63% | 17k | 920.28 |
|
| UnitedHealth (UNH) | 1.0 | $15M | +90% | 43k | 345.30 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.9 | $14M | -19% | 293k | 49.04 |
|
| Hubbell (HUBB) | 0.9 | $14M | +2% | 33k | 430.31 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $14M | +3% | 85k | 167.33 |
|
| Huntington Ingalls Inds (HII) | 0.8 | $13M | +2% | 45k | 287.91 |
|
| Palo Alto Networks (PANW) | 0.8 | $12M | NEW | 60k | 203.62 |
|
| Regeneron Pharmaceuticals (REGN) | 0.8 | $12M | +4% | 21k | 562.27 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $12M | 24k | 485.02 |
|
|
| Cadence Design Systems (CDNS) | 0.7 | $12M | NEW | 33k | 351.26 |
|
| Richardson Electronics (RELL) | 0.7 | $11M | 1.1M | 9.79 |
|
|
| Texas Instruments Incorporated (TXN) | 0.7 | $11M | +2% | 59k | 183.73 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $8.4M | +5% | 142k | 58.85 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $6.5M | +6% | 82k | 79.93 |
|
| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $5.6M | +4% | 105k | 53.47 |
|
| Symbotic Class A Com (SYM) | 0.4 | $5.6M | -9% | 104k | 53.90 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $4.4M | +5% | 46k | 96.46 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.0M | +3% | 137k | 29.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.7M | -26% | 5.6k | 666.17 |
|
| Ferrari Nv Ord (RACE) | 0.2 | $3.4M | +9% | 7.1k | 485.22 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $3.3M | +27% | 70k | 47.25 |
|
| Tesla Motors (TSLA) | 0.2 | $3.0M | +23% | 6.7k | 444.72 |
|
| Expeditors International of Washington (EXPD) | 0.2 | $2.9M | 24k | 122.59 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.6M | +3% | 9.3k | 281.86 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $2.6M | +250% | 40k | 65.00 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.5M | +6% | 21k | 118.37 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.5M | +746% | 5.5k | 447.23 |
|
| Paypal Holdings (PYPL) | 0.2 | $2.5M | NEW | 37k | 67.06 |
|
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $2.4M | +3% | 63k | 37.50 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.3M | +26% | 6.5k | 352.75 |
|
| Sprott Com New (SII) | 0.1 | $2.0M | NEW | 24k | 83.19 |
|
| Molina Healthcare (MOH) | 0.1 | $1.7M | NEW | 9.1k | 191.36 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.7M | 2.6k | 669.22 |
|
|
| Royal Gold (RGLD) | 0.1 | $1.7M | NEW | 8.6k | 200.58 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.7M | +2% | 7.5k | 225.55 |
|
| Sable Offshore Corp Com Shs (SOC) | 0.1 | $1.5M | +140% | 88k | 17.46 |
|
| Rayonier Advanced Matls (RYAM) | 0.1 | $1.4M | 200k | 7.22 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.3M | +3% | 31k | 42.96 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.3M | +3% | 42k | 31.16 |
|
| Visa Com Cl A (V) | 0.1 | $1.2M | 3.6k | 341.42 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.2M | +29% | 4.9k | 243.09 |
|
| Core Natural Resources Com Shs (CNR) | 0.1 | $1.2M | +29% | 14k | 83.48 |
|
| Align Technology (ALGN) | 0.1 | $1.2M | NEW | 9.2k | 125.22 |
|
| Boise Cascade (BCC) | 0.1 | $1.1M | NEW | 14k | 77.32 |
|
| Vicarious Surgical Com Cl A New (RBOT) | 0.1 | $1.0M | -9% | 187k | 5.51 |
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $995k | 36k | 27.77 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $936k | 8.3k | 112.75 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $825k | +56% | 1.7k | 490.38 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $822k | 26k | 31.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $788k | +69% | 2.5k | 315.43 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $768k | -97% | 28k | 27.30 |
|
| Boeing Company (BA) | 0.0 | $738k | 3.4k | 215.84 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $676k | 1.1k | 600.45 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $657k | NEW | 3.6k | 182.42 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $631k | +2% | 1.9k | 328.20 |
|
| Moody's Corporation (MCO) | 0.0 | $619k | 1.3k | 476.48 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $618k | 1.7k | 374.25 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $605k | -5% | 3.2k | 186.49 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $574k | +22% | 8.8k | 65.26 |
|
| W.W. Grainger (GWW) | 0.0 | $558k | 586.00 | 952.96 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $536k | +52% | 4.5k | 118.83 |
|
| Copart (CPRT) | 0.0 | $483k | 11k | 44.97 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $480k | -3% | 1.0k | 479.61 |
|
| Starbucks Corporation (SBUX) | 0.0 | $473k | 5.6k | 84.60 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $470k | -2% | 18k | 26.34 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $437k | NEW | 19k | 23.28 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $434k | 3.1k | 139.17 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $420k | +50% | 5.8k | 72.77 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $386k | 1.4k | 273.65 |
|
|
| Lowe's Companies (LOW) | 0.0 | $383k | 1.5k | 251.31 |
|
|
| Deere & Company (DE) | 0.0 | $378k | 827.00 | 457.29 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $369k | NEW | 1.1k | 337.49 |
|
| Astronics Corporation (ATRO) | 0.0 | $324k | 7.1k | 45.61 |
|
|
| ResMed (RMD) | 0.0 | $291k | 1.1k | 273.73 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $283k | -18% | 8.1k | 35.06 |
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $282k | -70% | 4.2k | 67.07 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $280k | +12% | 29k | 9.58 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $272k | +9% | 2.2k | 121.42 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $269k | NEW | 1.9k | 142.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $266k | -22% | 434.00 | 612.02 |
|
| Natera (NTRA) | 0.0 | $251k | NEW | 1.6k | 160.97 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $245k | NEW | 1.1k | 215.79 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $238k | 714.00 | 332.84 |
|
|
| Enovix Corp (ENVX) | 0.0 | $234k | -40% | 24k | 9.97 |
|
| Enbridge (ENB) | 0.0 | $229k | 4.5k | 50.46 |
|
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| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $225k | NEW | 6.1k | 36.69 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $223k | NEW | 299.00 | 746.91 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $223k | 480.00 | 463.74 |
|
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| McKesson Corporation (MCK) | 0.0 | $222k | 287.00 | 772.54 |
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| Johnson & Johnson (JNJ) | 0.0 | $220k | -99% | 1.2k | 185.44 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $211k | NEW | 830.00 | 254.28 |
|
| Netflix (NFLX) | 0.0 | $201k | 168.00 | 1198.92 |
|
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $200k | NEW | 1.7k | 118.44 |
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| Inmode SHS (INMD) | 0.0 | $179k | -54% | 12k | 14.90 |
|
| Clearsign Combustion (CLIR) | 0.0 | $89k | 115k | 0.77 |
|
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| Diana Shipping (DSX) | 0.0 | $53k | 31k | 1.68 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $29k | 23k | 1.24 |
|
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| Cloudastructure Com Cl A (CSAI) | 0.0 | $15k | NEW | 12k | 1.26 |
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Past Filings by DDD Partners
SEC 13F filings are viewable for DDD Partners going back to 2017
- DDD Partners 2025 Q3 filed Nov. 6, 2025
- DDD Partners 2025 Q2 filed July 31, 2025
- DDD Partners 2025 Q1 filed May 2, 2025
- DDD Partners 2024 Q4 filed Jan. 31, 2025
- DDD Partners 2024 Q3 filed Nov. 12, 2024
- DDD Partners 2024 Q2 filed Aug. 1, 2024
- DDD Partners 2024 Q1 filed May 9, 2024
- DDD Partners 2023 Q4 filed Jan. 18, 2024
- DDD Partners 2023 Q3 filed Oct. 18, 2023
- DDD Partners 2023 Q2 filed Aug. 2, 2023
- DDD Partners 2023 Q1 filed May 15, 2023
- DDD Partners 2022 Q4 filed Feb. 14, 2023
- DDD Partners 2022 Q3 filed Nov. 9, 2022
- DDD Partners 2022 Q2 filed Aug. 3, 2022
- DDD Partners 2022 Q1 filed May 5, 2022
- DDD Partners 2021 Q4 filed Jan. 24, 2022