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, AVGO, and represent 46.41% of DDD Partners's stock portfolio.
- Added to shares of these 10 stocks: NOW (+$19M), BN (+$19M), BA (+$16M), EMN (+$15M), PANW (+$6.1M), BKR, CDNS, UNF, MSFT, ADBE.
- Started 15 new stock positions in UAL, ORCL, TGT, MIR, NN, EMN, TSM, SGOV, TTWO, BKR. IBM, UNF, ACN, BN, ALKT.
- Reduced shares in these 10 stocks: ELAN (-$19M), , TXN (-$11M), GOOG (-$9.5M), BRK.B (-$7.2M), DINO (-$5.8M), UNH, RTX, SYM, PYPL.
- Sold out of its positions in BCC, CNR, MVIS, MOH, NFLX, PYPL, RGLD, SOC, TXN, VIG. VGT, RBOT, INMD, LYB.
- DDD Partners was a net buyer of stock by $20M.
- DDD Partners has $1.6B in assets under management (AUM), dropping by -0.18%.
- Central Index Key (CIK): 0001729673
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Portfolio Holdings for DDD Partners
DDD Partners holds 130 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 35.4 | $556M | 1.1M | 483.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $57M | -11% | 114k | 502.65 |
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| Apple (AAPL) | 2.8 | $45M | +2% | 164k | 271.86 |
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| Amazon (AMZN) | 2.6 | $42M | 180k | 230.82 |
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| Broadcom (AVGO) | 1.9 | $30M | 87k | 346.10 |
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| Northwest Pipe Company (NWPX) | 1.8 | $28M | 443k | 62.49 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $25M | -27% | 81k | 313.80 |
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| Cummins (CMI) | 1.5 | $24M | 46k | 510.45 |
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| Chubb (CB) | 1.5 | $23M | 74k | 312.12 |
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| NVIDIA Corporation (NVDA) | 1.4 | $23M | 121k | 186.50 |
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| Old Republic International Corporation (ORI) | 1.4 | $22M | 490k | 45.64 |
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| Bank of America Corporation (BAC) | 1.4 | $22M | 407k | 55.00 |
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| Costco Wholesale Corporation (COST) | 1.4 | $22M | 26k | 862.34 |
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| Meta Platforms Cl A (META) | 1.4 | $22M | 33k | 660.08 |
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| Servicenow (NOW) | 1.4 | $22M | +753% | 141k | 153.19 |
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| Prologis (PLD) | 1.4 | $22M | 169k | 127.66 |
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| Danaher Corporation (DHR) | 1.4 | $21M | 93k | 228.92 |
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| Cisco Systems (CSCO) | 1.3 | $21M | 272k | 77.03 |
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| Elanco Animal Health (ELAN) | 1.3 | $21M | -47% | 927k | 22.63 |
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| Qualcomm (QCOM) | 1.3 | $20M | 119k | 171.05 |
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| Abbvie (ABBV) | 1.3 | $20M | 89k | 228.49 |
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| Pepsi (PEP) | 1.3 | $20M | 137k | 143.52 |
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| Chevron Corporation (CVX) | 1.2 | $19M | 127k | 152.41 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $19M | NEW | 410k | 45.89 |
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| Kinder Morgan (KMI) | 1.2 | $19M | 679k | 27.49 |
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| Regeneron Pharmaceuticals (REGN) | 1.2 | $19M | +12% | 24k | 771.87 |
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| Wec Energy Group (WEC) | 1.2 | $18M | 173k | 105.46 |
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| Cme (CME) | 1.1 | $18M | 66k | 273.08 |
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| Palo Alto Networks (PANW) | 1.1 | $17M | +54% | 93k | 184.20 |
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| Verizon Communications (VZ) | 1.1 | $17M | 418k | 40.73 |
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| Genuine Parts Company (GPC) | 1.1 | $17M | 137k | 122.96 |
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| Boeing Company (BA) | 1.1 | $17M | +2146% | 77k | 217.12 |
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| Abbott Laboratories (ABT) | 1.0 | $16M | 130k | 125.29 |
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| Home Depot (HD) | 1.0 | $16M | 47k | 344.10 |
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| Eastman Chemical Company (EMN) | 1.0 | $15M | NEW | 242k | 63.83 |
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| Huntington Ingalls Inds (HII) | 1.0 | $15M | 45k | 340.07 |
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| Hubbell (HUBB) | 0.9 | $15M | 33k | 444.11 |
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| Thermo Fisher Scientific (TMO) | 0.9 | $14M | 24k | 579.45 |
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| Hf Sinclair Corp (DINO) | 0.9 | $13M | -30% | 291k | 46.08 |
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| Cadence Design Systems (CDNS) | 0.8 | $13M | +27% | 42k | 312.58 |
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| Uber Technologies (UBER) | 0.8 | $13M | -9% | 159k | 81.71 |
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| Richardson Electronics (RELL) | 0.8 | $12M | 1.1M | 10.88 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $12M | -25% | 63k | 183.40 |
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| UnitedHealth (UNH) | 0.6 | $9.8M | -31% | 30k | 330.11 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $9.0M | +8% | 154k | 58.73 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $7.1M | +8% | 89k | 79.73 |
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| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $5.8M | +4% | 109k | 52.78 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $4.8M | +8% | 49k | 96.16 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $4.7M | +108% | 14k | 349.99 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.3M | +12% | 6.2k | 681.97 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.2M | +3% | 142k | 29.61 |
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| Expeditors International of Washington (EXPD) | 0.2 | $3.8M | +5% | 25k | 149.01 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $3.6M | +15% | 6.4k | 566.36 |
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| Baker Hughes Company Cl A (BKR) | 0.2 | $3.3M | NEW | 72k | 45.54 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $2.9M | +2% | 72k | 41.12 |
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| Tesla Motors (TSLA) | 0.2 | $2.9M | -3% | 6.4k | 449.72 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $2.8M | +106% | 19k | 143.97 |
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| Ferrari Nv Ord (RACE) | 0.2 | $2.7M | +3% | 7.3k | 369.56 |
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| UniFirst Corporation (UNF) | 0.2 | $2.6M | NEW | 14k | 192.90 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $2.6M | +3% | 65k | 39.38 |
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| Symbotic Class A Com (SYM) | 0.2 | $2.6M | -58% | 43k | 59.50 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $2.5M | 21k | 117.72 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.4M | NEW | 9.1k | 268.30 |
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| Sprott Com New (SII) | 0.2 | $2.4M | +2% | 24k | 97.92 |
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| Target Corporation (TGT) | 0.1 | $2.3M | NEW | 24k | 97.75 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $2.0M | +2% | 41k | 49.65 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.0M | +14% | 2.9k | 684.87 |
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| Alkami Technology (ALKT) | 0.1 | $1.8M | NEW | 76k | 23.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.7M | +11% | 5.5k | 312.99 |
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| Oracle Corporation (ORCL) | 0.1 | $1.7M | NEW | 8.6k | 194.91 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $1.6M | +552% | 7.1k | 226.14 |
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| Align Technology (ALGN) | 0.1 | $1.5M | +2% | 9.5k | 156.15 |
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| Mirion Technologies Com Cl A (MIR) | 0.1 | $1.5M | NEW | 63k | 23.42 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.5M | +3% | 32k | 45.21 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.4M | +3% | 43k | 31.51 |
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| Visa Com Cl A (V) | 0.1 | $1.4M | +6% | 3.9k | 350.75 |
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| Rayonier Advanced Matls (RYAM) | 0.1 | $1.2M | 200k | 5.89 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $990k | 8.2k | 120.35 |
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| Snowflake Com Shs (SNOW) | 0.1 | $932k | -42% | 4.3k | 219.36 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $833k | +3% | 2.6k | 322.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $764k | 28k | 27.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $727k | +12% | 2.2k | 335.24 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $692k | 1.1k | 614.41 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $668k | +4% | 3.8k | 177.75 |
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| Moody's Corporation (MCO) | 0.0 | $664k | 1.3k | 510.85 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $643k | +10% | 9.7k | 66.00 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $620k | 3.2k | 190.99 |
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| W.W. Grainger (GWW) | 0.0 | $593k | 588.00 | 1009.05 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $580k | -26% | 1.2k | 468.76 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $565k | -3% | 25k | 22.43 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $548k | 4.6k | 120.18 |
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| Eaton Corp SHS (ETN) | 0.0 | $526k | 1.7k | 318.51 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $525k | -49% | 18k | 28.97 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $488k | 1.0k | 487.86 |
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| Starbucks Corporation (SBUX) | 0.0 | $486k | +3% | 5.8k | 84.21 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $482k | 3.1k | 154.80 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $478k | 18k | 26.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $468k | 5.8k | 81.17 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $463k | NEW | 4.6k | 100.38 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $451k | 19k | 24.04 |
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| Copart (CPRT) | 0.0 | $421k | 11k | 39.15 |
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| Natera (NTRA) | 0.0 | $400k | +12% | 1.7k | 229.09 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $391k | 1.4k | 276.94 |
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| Deere & Company (DE) | 0.0 | $387k | 831.00 | 465.60 |
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| Lowe's Companies (LOW) | 0.0 | $377k | +2% | 1.6k | 241.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $357k | +31% | 569.00 | 627.35 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $338k | +11% | 2.5k | 135.72 |
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| Devon Energy Corporation (DVN) | 0.0 | $296k | 8.1k | 36.63 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $293k | +4% | 6.4k | 45.80 |
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| Datadog Cl A Com (DDOG) | 0.0 | $290k | +12% | 2.1k | 135.99 |
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| Johnson & Johnson (JNJ) | 0.0 | $276k | +12% | 1.3k | 206.96 |
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| Nextnav Common Stock (NN) | 0.0 | $265k | NEW | 16k | 16.64 |
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| Enovix Corp (ENVX) | 0.0 | $257k | +49% | 35k | 7.31 |
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| ResMed (RMD) | 0.0 | $257k | 1.1k | 240.87 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $245k | 714.00 | 342.97 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $237k | +11% | 4.7k | 50.52 |
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| McKesson Corporation (MCK) | 0.0 | $235k | 287.00 | 820.29 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $232k | NEW | 906.00 | 256.03 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $231k | 480.00 | 480.57 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $229k | NEW | 755.00 | 303.89 |
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| Astronics Corporation (ATRO) | 0.0 | $227k | -40% | 4.2k | 54.24 |
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| Enbridge (ENB) | 0.0 | $217k | 4.5k | 47.83 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $214k | 830.00 | 257.95 |
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| Hldgs (UAL) | 0.0 | $213k | NEW | 1.9k | 111.82 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $204k | 1.7k | 120.96 |
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| International Business Machines (IBM) | 0.0 | $204k | NEW | 689.00 | 296.21 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $180k | -18% | 24k | 7.52 |
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| Clearsign Combustion (CLIR) | 0.0 | $67k | +4% | 120k | 0.56 |
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| Diana Shipping (DSX) | 0.0 | $52k | 31k | 1.66 |
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| Cloudastructure Com Cl A (CSAI) | 0.0 | $9.5k | 12k | 0.81 |
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Past Filings by DDD Partners
SEC 13F filings are viewable for DDD Partners going back to 2017
- DDD Partners 2025 Q4 filed Jan. 22, 2026
- 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