DDD Partners as of March 31, 2025
Portfolio Holdings for DDD Partners
DDD Partners holds 102 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.5 | $70M | 131k | 532.58 | |
| Microsoft Corporation (MSFT) | 6.2 | $51M | 136k | 375.39 | |
| Apple (AAPL) | 4.2 | $35M | 156k | 222.13 | |
| Amazon (AMZN) | 4.0 | $33M | 172k | 190.26 | |
| Chubb (CB) | 3.0 | $25M | 81k | 301.99 | |
| Costco Wholesale Corporation (COST) | 3.0 | $24M | 26k | 945.78 | |
| Old Republic International Corporation (ORI) | 3.0 | $24M | 621k | 39.22 | |
| Johnson & Johnson (JNJ) | 2.9 | $24M | 145k | 165.84 | |
| Comcast Corp Cl A (CMCSA) | 2.9 | $24M | 641k | 36.90 | |
| Abbvie (ABBV) | 2.9 | $24M | 113k | 209.52 | |
| Southern Company (SO) | 2.8 | $23M | 252k | 91.95 | |
| Chevron Corporation (CVX) | 2.8 | $23M | 138k | 167.29 | |
| Medtronic SHS (MDT) | 2.7 | $22M | 247k | 89.86 | |
| General Mills (GIS) | 2.7 | $22M | 365k | 59.79 | |
| Cisco Systems (CSCO) | 2.6 | $22M | 351k | 61.71 | |
| United Parcel Service CL B (UPS) | 2.5 | $21M | 186k | 109.99 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 2.4 | $20M | 286k | 70.40 | |
| Cummins (CMI) | 2.3 | $19M | 59k | 313.44 | |
| Northwest Pipe Company (NWPX) | 2.3 | $19M | 449k | 41.30 | |
| Qualcomm (QCOM) | 2.2 | $18M | 119k | 153.61 | |
| Inmode SHS (INMD) | 2.1 | $18M | 990k | 17.74 | |
| Hf Sinclair Corp (DINO) | 2.1 | $17M | 516k | 32.88 | |
| Target Corporation (TGT) | 2.0 | $17M | 161k | 104.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $17M | 106k | 156.23 | |
| Elanco Animal Health (ELAN) | 1.9 | $16M | 1.5M | 10.50 | |
| Broadcom (AVGO) | 1.9 | $16M | 94k | 167.43 | |
| ON Semiconductor (ON) | 1.7 | $14M | 345k | 40.69 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.7 | $14M | 479k | 28.90 | |
| Richardson Electronics (RELL) | 1.6 | $13M | 1.2M | 11.16 | |
| CVS Caremark Corporation (CVS) | 1.5 | $12M | 180k | 67.75 | |
| Genmab A/s Sponsored Ads (GMAB) | 1.4 | $12M | 601k | 19.58 | |
| NVIDIA Corporation (NVDA) | 1.4 | $11M | 105k | 108.38 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $11M | 80k | 132.46 | |
| Chart Industries (GTLS) | 1.0 | $8.2M | 57k | 144.36 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.0 | $8.1M | 138k | 58.69 | |
| Ciena Corp Com New (CIEN) | 0.8 | $6.7M | 111k | 60.43 | |
| Huntington Ingalls Inds (HII) | 0.8 | $6.7M | 33k | 204.04 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.8 | $6.3M | 79k | 78.94 | |
| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.6 | $5.1M | 98k | 51.68 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $4.2M | 44k | 95.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $4.2M | 7.4k | 559.37 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $3.4M | 129k | 26.58 | |
| Expeditors International of Washington (EXPD) | 0.4 | $2.9M | 24k | 120.25 | |
| Ferrari Nv Ord (RACE) | 0.3 | $2.8M | 6.5k | 427.88 | |
| Meta Platforms Cl A (META) | 0.3 | $2.1M | 3.6k | 576.40 | |
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $2.0M | 60k | 34.28 | |
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $1.9M | 19k | 96.45 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.8M | 8.8k | 206.48 | |
| Uber Technologies (UBER) | 0.2 | $1.6M | 22k | 72.86 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.5M | 2.6k | 561.84 | |
| Vicarious Surgical Com Cl A New (RBOT) | 0.2 | $1.4M | 214k | 6.56 | |
| Tesla Motors (TSLA) | 0.2 | $1.3M | 5.1k | 259.16 | |
| Visa Com Cl A (V) | 0.2 | $1.3M | 3.6k | 350.50 | |
| Rayonier Advanced Matls (RYAM) | 0.1 | $1.2M | 200k | 5.75 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.1M | 40k | 27.39 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.1M | 30k | 36.14 | |
| Snowflake Cl A (SNOW) | 0.1 | $1.1M | 7.3k | 146.16 | |
| Symbotic Class A Com (SYM) | 0.1 | $972k | 48k | 20.21 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $886k | 32k | 27.96 | |
| Pfizer (PFE) | 0.1 | $817k | 32k | 25.34 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $810k | 6.8k | 118.94 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $742k | 36k | 20.76 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $719k | 15k | 49.36 | |
| Arlo Technologies (ARLO) | 0.1 | $618k | 63k | 9.87 | |
| Moody's Corporation (MCO) | 0.1 | $610k | 1.3k | 465.69 | |
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $603k | 3.5k | 172.72 | |
| Copart (CPRT) | 0.1 | $603k | 11k | 56.59 | |
| W.W. Grainger (GWW) | 0.1 | $579k | 586.00 | 987.83 | |
| Boeing Company (BA) | 0.1 | $578k | 3.4k | 170.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $570k | 3.7k | 154.66 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $558k | 12k | 46.81 | |
| Starbucks Corporation (SBUX) | 0.1 | $549k | 5.6k | 98.08 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $524k | 1.1k | 468.96 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $455k | 3.1k | 146.01 | |
| Eaton Corp SHS (ETN) | 0.1 | $447k | 1.6k | 271.83 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $418k | 19k | 22.08 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $417k | 7.1k | 58.35 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $413k | 1.2k | 352.58 | |
| Servicenow (NOW) | 0.0 | $389k | 488.00 | 796.14 | |
| Deere & Company (DE) | 0.0 | $386k | 822.00 | 469.37 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $385k | 1.0k | 370.92 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $356k | 1.5k | 245.30 | |
| Lowe's Companies (LOW) | 0.0 | $353k | 1.5k | 233.23 | |
| Devon Energy Corporation (DVN) | 0.0 | $347k | 9.3k | 37.40 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $337k | 14k | 24.41 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $318k | 642.00 | 495.27 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $309k | 3.0k | 104.57 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $297k | 1.4k | 210.94 | |
| Home Depot (HD) | 0.0 | $295k | 805.00 | 366.40 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $265k | 4.3k | 62.05 | |
| Bank of America Corporation (BAC) | 0.0 | $255k | 6.1k | 41.73 | |
| Danaher Corporation (DHR) | 0.0 | $244k | 1.2k | 205.00 | |
| ResMed (RMD) | 0.0 | $238k | 1.1k | 223.85 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $235k | 2.0k | 119.46 | |
| Enovix Corp (ENVX) | 0.0 | $231k | 32k | 7.34 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $221k | 804.00 | 274.95 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $205k | 398.00 | 514.55 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $173k | 18k | 9.58 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $167k | 12k | 13.82 | |
| Clearsign Combustion (CLIR) | 0.0 | $86k | 115k | 0.75 | |
| Diana Shipping (DSX) | 0.0 | $49k | 31k | 1.56 | |
| Microvision Inc Del Com New (MVIS) | 0.0 | $29k | 23k | 1.24 |
