DDD Partners as of June 30, 2019
Portfolio Holdings for DDD Partners
DDD Partners holds 47 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.1 | $19M | 89k | 213.17 | |
| At&t (T) | 6.1 | $19M | 565k | 33.51 | |
| Apple (AAPL) | 5.2 | $16M | 82k | 197.93 | |
| Weyerhaeuser Company (WY) | 5.2 | $16M | 613k | 26.34 | |
| Tutor Perini Corporation (TPC) | 5.0 | $16M | 1.1M | 13.87 | |
| Walt Disney Company (DIS) | 4.0 | $13M | 90k | 139.64 | |
| Northwest Pipe Company (NWPX) | 3.9 | $12M | 474k | 25.78 | |
| J.M. Smucker Company (SJM) | 3.8 | $12M | 104k | 115.19 | |
| V.F. Corporation (VFC) | 3.7 | $12M | 133k | 87.35 | |
| Chubb (CB) | 3.6 | $11M | 77k | 147.29 | |
| Intel Corporation (INTC) | 3.3 | $10M | 216k | 47.87 | |
| Expedia (EXPE) | 3.2 | $10M | 76k | 133.03 | |
| Johnson & Johnson (JNJ) | 3.1 | $9.6M | 69k | 139.27 | |
| Novartis (NVS) | 3.0 | $9.5M | 104k | 91.31 | |
| Microsoft Corporation (MSFT) | 3.0 | $9.3M | 69k | 133.96 | |
| Photronics (PLAB) | 3.0 | $9.2M | 1.1M | 8.20 | |
| International Paper Company (IP) | 2.9 | $9.2M | 211k | 43.32 | |
| Wells Fargo & Company (WFC) | 2.7 | $8.6M | 181k | 47.32 | |
| Amazon (AMZN) | 2.5 | $7.9M | 4.2k | 1893.52 | |
| Costco Wholesale Corporation (COST) | 2.5 | $7.8M | 30k | 264.25 | |
| Williams-Sonoma (WSM) | 2.5 | $7.7M | 118k | 65.00 | |
| Antero Res (AR) | 2.3 | $7.2M | 1.3M | 5.53 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.1 | $6.7M | 145k | 46.39 | |
| Seaspan Corp | 2.1 | $6.6M | 677k | 9.81 | |
| Polaris Industries (PII) | 2.1 | $6.6M | 72k | 91.22 | |
| SPDR Gold Trust (GLD) | 1.8 | $5.5M | 42k | 133.19 | |
| Dupont De Nemours (DD) | 1.5 | $4.6M | 61k | 75.06 | |
| 3M Company (MMM) | 1.4 | $4.5M | 26k | 173.33 | |
| Limelight Networks | 1.4 | $4.5M | 1.7M | 2.70 | |
| Antero Midstream Corp antero midstream (AM) | 1.4 | $4.3M | 373k | 11.46 | |
| Alphabet Inc Class A cs (GOOGL) | 1.1 | $3.6M | 3.3k | 1082.90 | |
| Rayonier Advanced Matls (RYAM) | 0.9 | $2.8M | 439k | 6.49 | |
| Southwest Airlines (LUV) | 0.8 | $2.5M | 50k | 50.78 | |
| Schwab Strategic Tr cmn (SCHV) | 0.6 | $1.9M | 34k | 56.15 | |
| Expeditors International of Washington (EXPD) | 0.6 | $1.8M | 24k | 75.88 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $728k | 14k | 52.98 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.2 | $701k | 12k | 57.10 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.2 | $532k | 11k | 50.58 | |
| Banner Corp (BANR) | 0.2 | $504k | 9.3k | 54.14 | |
| Invesco Senior Loan Etf otr (BKLN) | 0.1 | $423k | 19k | 22.67 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $368k | 14k | 26.23 | |
| Spdr S&p 500 Etf (SPY) | 0.1 | $349k | 1.2k | 293.28 | |
| Schwab International Equity ETF (SCHF) | 0.1 | $352k | 11k | 32.05 | |
| Starbucks Corporation (SBUX) | 0.1 | $304k | 3.6k | 83.75 | |
| Schwab U S Small Cap ETF (SCHA) | 0.1 | $264k | 3.7k | 71.58 | |
| Facebook Inc cl a (META) | 0.1 | $210k | 1.1k | 192.66 | |
| Synchronoss Technologies | 0.0 | $79k | 10k | 7.90 |
