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, NWPX, and represent 41.56% of DDD Partners's stock portfolio.
- Added to shares of these 10 stocks: WSO (+$18M), AMRZ (+$18M), TEL (+$16M), ON (+$15M), DIS (+$13M), ESI (+$12M), MTH (+$12M), MSFT (+$10M), SPYM (+$9.9M), ABT (+$6.5M).
- Started 25 new stock positions in WSO, SDY, NEM, ASTS, EMLP, AMRZ, HOOD, MTH, ALNY, ESI.
- Reduced shares in these 10 stocks: BN (-$19M), PANW (-$17M), VZ (-$17M), TMO (-$14M), CDNS (-$13M), RTX (-$12M), UBER (-$11M), ELAN (-$7.4M), HII (-$7.3M), .
- Sold out of its positions in ADBE, ABNB, ALKT, ACHR, ATRO, BN, CDNS, CLIR, COIN, DDOG. ENVX, IBM, MCK, PANW, DIA, TGT, TMO, UAL, ESGV, VZ, ACN.
- DDD Partners was a net buyer of stock by $17M.
- DDD Partners has $1.5B in assets under management (AUM), dropping by -7.69%.
- Central Index Key (CIK): 0001729673
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Portfolio Holdings for DDD Partners
DDD Partners holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation Put Option (MSFT) | 30.0 | $436M | +2% | 1.2M | 370.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $55M | 114k | 479.20 |
|
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| Apple (AAPL) | 2.9 | $42M | 165k | 253.79 |
|
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| Amazon (AMZN) | 2.6 | $38M | 180k | 208.27 |
|
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| Northwest Pipe Company (NWPX) | 2.3 | $33M | -4% | 425k | 77.86 |
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| Costco Wholesale Corporation (COST) | 1.8 | $26M | 26k | 996.44 |
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| Broadcom (AVGO) | 1.7 | $25M | -8% | 80k | 309.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $23M | 81k | 286.86 |
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| NVIDIA Corporation (NVDA) | 1.5 | $22M | +2% | 124k | 174.40 |
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| Chevron Corporation (CVX) | 1.5 | $22M | -17% | 104k | 206.90 |
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| Pepsi (PEP) | 1.5 | $21M | 138k | 155.29 |
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| Cisco Systems (CSCO) | 1.5 | $21M | 274k | 77.59 |
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| Regeneron Pharmaceuticals (REGN) | 1.4 | $21M | +11% | 27k | 772.64 |
|
| Cummins (CMI) | 1.4 | $21M | -16% | 39k | 538.02 |
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| Chubb (CB) | 1.4 | $21M | -13% | 63k | 325.93 |
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| Genuine Parts Company (GPC) | 1.4 | $21M | +41% | 194k | 105.75 |
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| Danaher Corporation (DHR) | 1.4 | $20M | +15% | 108k | 189.60 |
|
| Wec Energy Group (WEC) | 1.4 | $20M | 174k | 115.77 |
|
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| Bank of America Corporation (BAC) | 1.4 | $20M | 408k | 48.75 |
|
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| Abbvie (ABBV) | 1.4 | $20M | +3% | 91k | 217.49 |
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| Abbott Laboratories (ABT) | 1.4 | $20M | +48% | 194k | 102.67 |
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| Prologis (PLD) | 1.4 | $20M | -11% | 149k | 132.18 |
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| Qualcomm (QCOM) | 1.4 | $20M | +28% | 153k | 128.78 |
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| Old Republic International Corporation (ORI) | 1.4 | $20M | 492k | 39.90 |
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| Cme (CME) | 1.3 | $20M | 66k | 295.35 |
|
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| Kinder Morgan (KMI) | 1.3 | $19M | -15% | 574k | 33.53 |
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| Eastman Chemical Company (EMN) | 1.3 | $19M | +4% | 252k | 76.32 |
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| Meta Platforms Cl A (META) | 1.3 | $19M | 33k | 572.13 |
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| Watsco, Incorporated (WSO) | 1.3 | $18M | NEW | 51k | 363.79 |
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| Amrize SHS (AMRZ) | 1.3 | $18M | NEW | 325k | 56.02 |
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| Home Depot (HD) | 1.2 | $18M | +16% | 54k | 328.89 |
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| Hubbell (HUBB) | 1.1 | $17M | 34k | 490.74 |
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| Boeing Company (BA) | 1.1 | $16M | +5% | 81k | 199.03 |
|
| Te Connectivity Ord Shs (TEL) | 1.1 | $16M | NEW | 74k | 209.02 |
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| ON Semiconductor (ON) | 1.0 | $15M | NEW | 240k | 61.92 |
|
| Elanco Animal Health (ELAN) | 1.0 | $15M | -33% | 618k | 23.93 |
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| Servicenow (NOW) | 1.0 | $14M | -3% | 136k | 104.55 |
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| Hf Sinclair Corp (DINO) | 0.9 | $14M | -25% | 216k | 62.39 |
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| Walt Disney Company (DIS) | 0.9 | $13M | NEW | 135k | 96.38 |
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| Element Solutions (ESI) | 0.9 | $12M | NEW | 364k | 34.14 |
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| Richardson Electronics (RELL) | 0.9 | $12M | 1.1M | 10.95 |
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| UnitedHealth (UNH) | 0.8 | $12M | +48% | 44k | 270.59 |
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| Meritage Homes Corporation (MTH) | 0.8 | $12M | NEW | 189k | 61.84 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.8 | $11M | +24% | 192k | 58.54 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.7 | $9.9M | NEW | 130k | 76.54 |
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| Huntington Ingalls Inds (HII) | 0.7 | $9.9M | -42% | 26k | 379.90 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $8.4M | +19% | 106k | 79.27 |
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| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $6.0M | 111k | 54.50 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $5.7M | +20% | 60k | 95.44 |
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| Align Technology (ALGN) | 0.3 | $4.5M | +179% | 26k | 171.43 |
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $4.5M | +2% | 74k | 61.05 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.4M | 143k | 30.50 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $4.1M | 6.3k | 650.34 |
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| Expeditors International of Washington (EXPD) | 0.2 | $3.6M | 25k | 143.23 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $3.6M | -23% | 55k | 65.00 |
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| Sprott Com New (SII) | 0.2 | $3.6M | +3% | 25k | 142.90 |
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| UniFirst Corporation (UNF) | 0.2 | $3.5M | +3% | 14k | 251.59 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $3.2M | +7% | 6.9k | 460.99 |
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| PriceSmart (PSMT) | 0.2 | $2.8M | NEW | 19k | 150.50 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $2.8M | +9% | 71k | 39.48 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $2.8M | NEW | 16k | 175.66 |
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| Mirion Technologies Com Cl A (MIR) | 0.2 | $2.7M | +126% | 143k | 18.59 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $2.6M | 19k | 132.90 |
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| Ferrari Nv Ord (RACE) | 0.2 | $2.5M | 7.4k | 338.45 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $2.4M | 22k | 110.86 |
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| Symbotic Class A Com (SYM) | 0.2 | $2.4M | +2% | 44k | 53.20 |
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| Tesla Motors (TSLA) | 0.2 | $2.2M | -5% | 6.1k | 371.75 |
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| Rayonier Advanced Matls (RYAM) | 0.2 | $2.2M | 200k | 11.07 |
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| Boise Cascade (BCC) | 0.1 | $2.1M | NEW | 28k | 75.85 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.8M | +15% | 47k | 38.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.7M | -10% | 2.6k | 653.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.7M | +9% | 6.0k | 287.56 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.6M | 32k | 48.93 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | 8.4k | 169.66 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.4M | 44k | 32.43 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | 8.7k | 147.11 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.3M | +65% | 4.3k | 294.16 |
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| Visa Com Cl A (V) | 0.1 | $1.2M | 3.9k | 302.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $730k | +5% | 2.3k | 320.82 |
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| Johnson & Johnson (JNJ) | 0.1 | $729k | +124% | 3.0k | 244.40 |
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| W.W. Grainger (GWW) | 0.0 | $646k | 592.00 | 1090.81 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $642k | 3.3k | 196.20 |
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| Eaton Corp SHS (ETN) | 0.0 | $603k | +2% | 1.7k | 357.67 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $602k | -95% | 3.1k | 192.91 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $593k | +7% | 4.1k | 146.28 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $585k | -11% | 8.7k | 67.53 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $575k | NEW | 3.9k | 145.94 |
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| Procter & Gamble Company (PG) | 0.0 | $568k | NEW | 3.9k | 144.44 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $567k | 4.6k | 124.31 |
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| Moody's Corporation (MCO) | 0.0 | $565k | 1.3k | 436.25 |
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| Starbucks Corporation (SBUX) | 0.0 | $541k | +4% | 6.0k | 89.58 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $525k | +31% | 33k | 15.83 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $513k | 5.8k | 88.16 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $495k | +6% | 4.9k | 100.66 |
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| Deere & Company (DE) | 0.0 | $492k | +5% | 873.00 | 563.34 |
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| American Express Company (AXP) | 0.0 | $488k | NEW | 1.6k | 302.48 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $465k | 19k | 24.75 |
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| Snowflake Com Shs (SNOW) | 0.0 | $457k | -28% | 3.0k | 150.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $454k | -46% | 15k | 30.68 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $452k | 18k | 25.64 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $446k | -6% | 17k | 26.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $443k | 1.0k | 436.79 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $434k | NEW | 43k | 10.03 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $413k | -9% | 2.8k | 146.61 |
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| Natera (NTRA) | 0.0 | $371k | +6% | 1.9k | 199.99 |
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| Lowe's Companies (LOW) | 0.0 | $369k | 1.6k | 236.28 |
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| Copart (CPRT) | 0.0 | $359k | 11k | 33.20 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $351k | 1.4k | 248.84 |
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| Uber Technologies (UBER) | 0.0 | $344k | -96% | 4.8k | 71.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $344k | 576.00 | 597.12 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $325k | NEW | 4.7k | 69.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $308k | -52% | 533.00 | 577.41 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $300k | 6.3k | 47.72 |
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $294k | NEW | 889.00 | 330.87 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $289k | -40% | 740.00 | 390.41 |
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| Devon Energy Corporation (DVN) | 0.0 | $287k | -29% | 5.7k | 50.32 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $271k | +6% | 803.00 | 337.95 |
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| Nextnav Common Stock (NN) | 0.0 | $270k | +6% | 17k | 16.02 |
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| Ciena Corp Com New (CIEN) | 0.0 | $262k | NEW | 674.00 | 388.23 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $257k | NEW | 3.1k | 82.87 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $249k | +38% | 1.3k | 197.50 |
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| Enbridge (ENB) | 0.0 | $246k | 4.5k | 54.14 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $240k | +6% | 5.0k | 48.26 |
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| ResMed (RMD) | 0.0 | $238k | 1.1k | 224.48 |
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| Wal-Mart Stores (WMT) | 0.0 | $235k | NEW | 1.9k | 124.30 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $227k | 714.00 | 318.07 |
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| Netflix (NFLX) | 0.0 | $221k | NEW | 2.3k | 96.15 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $217k | 830.00 | 261.92 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $211k | NEW | 4.8k | 43.66 |
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| Newmont Mining Corporation (NEM) | 0.0 | $207k | NEW | 1.9k | 108.25 |
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| Complete Solaria (SPWR) | 0.0 | $109k | NEW | 86k | 1.27 |
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| Diana Shipping (DSX) | 0.0 | $78k | 31k | 2.50 |
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| Clearsign Technologies Corp Com New | 0.0 | $52k | NEW | 12k | 4.36 |
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| Cloudastructure Com Cl A (CSAI) | 0.0 | $7.2k | 12k | 0.61 |
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Past Filings by DDD Partners
SEC 13F filings are viewable for DDD Partners going back to 2017
- DDD Partners 2026 Q1 filed April 28, 2026
- 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