DDD Partners

DDD Partners as of June 30, 2025

Portfolio Holdings for DDD Partners

DDD Partners holds 112 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 9.7 $91M 182k 497.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.2 $68M 139k 485.77
Amazon (AMZN) 4.1 $38M 174k 219.39
Apple (AAPL) 3.5 $32M 157k 205.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.4 $32M 1.2M 26.50
Broadcom (AVGO) 3.2 $30M 109k 275.65
Costco Wholesale Corporation (COST) 2.7 $26M 26k 989.94
Cisco Systems (CSCO) 2.7 $25M 361k 69.38
Qualcomm (QCOM) 2.6 $25M 154k 159.26
Elanco Animal Health (ELAN) 2.5 $24M 1.6M 14.28
Cummins (CMI) 2.5 $24M 72k 327.50
Chevron Corporation (CVX) 2.4 $22M 154k 143.19
United Parcel Service CL B (UPS) 2.3 $22M 216k 100.94
Old Republic International Corporation (ORI) 2.3 $21M 552k 38.44
Lyondellbasell Industries N Shs - A - (LYB) 2.3 $21M 364k 57.86
Comcast Corp Cl A (CMCSA) 2.2 $21M 580k 35.69
Chubb (CB) 2.2 $21M 71k 289.72
Southern Company (SO) 2.2 $20M 220k 91.83
Johnson & Johnson (JNJ) 2.1 $20M 130k 152.75
Abbvie (ABBV) 2.1 $20M 107k 185.62
Alphabet Cap Stk Cl C (GOOG) 2.1 $19M 108k 177.39
Northwest Pipe Company (NWPX) 2.0 $18M 447k 41.01
NVIDIA Corporation (NVDA) 1.9 $18M 114k 157.99
Home Depot (HD) 1.9 $18M 49k 366.64
Abbott Laboratories (ABT) 1.8 $17M 126k 136.01
Hf Sinclair Corp (DINO) 1.8 $17M 405k 41.08
Hubbell (HUBB) 1.4 $13M 32k 408.41
CVS Caremark Corporation (CVS) 1.4 $13M 185k 68.98
Cabot Oil & Gas Corporation (CTRA) 1.3 $12M 490k 25.38
Raytheon Technologies Corp (RTX) 1.3 $12M 82k 146.02
Texas Instruments Incorporated (TXN) 1.3 $12M 58k 207.62
Richardson Electronics (RELL) 1.2 $11M 1.1M 9.65
Regeneron Pharmaceuticals (REGN) 1.2 $11M 21k 525.00
Huntington Ingalls Inds (HII) 1.1 $11M 44k 241.46
Servicenow (NOW) 1.1 $10M 10k 1028.08
Thermo Fisher Scientific (TMO) 1.0 $9.6M 24k 405.46
Ciena Corp Com New (CIEN) 1.0 $9.2M 113k 81.33
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $7.9M 134k 58.78
UnitedHealth (UNH) 0.8 $7.1M 23k 311.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $6.1M 77k 79.50
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) 0.6 $5.2M 101k 51.80
Uber Technologies (UBER) 0.5 $4.7M 51k 93.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $4.7M 7.6k 617.82
Symbotic Class A Com (SYM) 0.5 $4.5M 115k 38.85
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $4.1M 43k 95.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $3.6M 132k 27.67
Ferrari Nv Ord (RACE) 0.3 $3.2M 6.5k 490.74
Expeditors International of Washington (EXPD) 0.3 $2.7M 24k 114.25
Meta Platforms Cl A (META) 0.3 $2.5M 3.4k 738.18
Twilio Cl A (TWLO) 0.2 $2.3M 19k 124.36
Occidental Petroleum Corporation (OXY) 0.2 $2.3M 55k 42.01
Select Sector Spdr Tr Technology (XLK) 0.2 $2.3M 8.9k 253.23
Victory Portfolios Ii Shares Free Cash (VFLO) 0.2 $2.2M 61k 35.35
Select Sector Spdr Tr Communication (XLC) 0.2 $2.1M 20k 108.53
Adobe Systems Incorporated (ADBE) 0.2 $2.0M 5.1k 386.88
Tesla Motors (TSLA) 0.2 $1.7M 5.4k 317.66
Snowflake Cl A (SNOW) 0.2 $1.6M 7.3k 223.77
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.6M 2.6k 620.83
Vicarious Surgical Com Cl A New (RBOT) 0.2 $1.6M 207k 7.50
Visa Com Cl A (V) 0.1 $1.3M 3.6k 355.09
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $1.2M 30k 40.02
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $1.2M 40k 28.65
Exxon Mobil Corporation (XOM) 0.1 $880k 8.2k 107.80
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $880k 36k 24.35
Rapid7 (RPD) 0.1 $846k 37k 23.13
Sable Offshore Corp Com Shs (SOC) 0.1 $800k 36k 21.98
Rayonier Advanced Matls (RYAM) 0.1 $770k 200k 3.85
Core Natural Resources Com Shs (CNR) 0.1 $768k 11k 69.74
Boeing Company (BA) 0.1 $717k 3.4k 209.54
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $692k 11k 61.21
Alphabet Cap Stk Cl A (GOOGL) 0.1 $670k 3.8k 176.21
Moody's Corporation (MCO) 0.1 $652k 1.3k 501.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $616k 1.1k 551.70
W.W. Grainger (GWW) 0.1 $610k 586.00 1040.24
Vanguard Index Fds Value Etf (VTV) 0.1 $607k 3.4k 176.71
Eaton Corp SHS (ETN) 0.1 $589k 1.7k 356.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $572k 1.9k 303.93
Crowdstrike Hldgs Cl A (CRWD) 0.1 $546k 1.1k 509.31
Copart (CPRT) 0.1 $527k 11k 49.07
Starbucks Corporation (SBUX) 0.1 $516k 5.6k 91.64
Ishares Ethereum Tr SHS (ETHA) 0.1 $502k 26k 19.07
Mp Materials Corp Com Cl A (MP) 0.1 $478k 14k 33.27
Vanguard Index Fds Growth Etf (VUG) 0.0 $456k 1.0k 438.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $448k 18k 24.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $443k 7.1k 62.02
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $443k 11k 42.26
JPMorgan Chase & Co. (JPM) 0.0 $428k 1.5k 289.91
Deere & Company (DE) 0.0 $421k 828.00 508.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $420k 3.1k 134.79
Enovix Corp (ENVX) 0.0 $411k 40k 10.34
Inmode SHS (INMD) 0.0 $381k 26k 14.44
Intuitive Surgical Com New (ISRG) 0.0 $353k 650.00 543.41
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $348k 1.4k 246.51
Lowe's Companies (LOW) 0.0 $337k 1.5k 221.87
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $323k 3.0k 109.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $317k 558.00 568.53
Devon Energy Corporation (DVN) 0.0 $315k 9.9k 31.81
Archer Aviation Com Cl A (ACHR) 0.0 $282k 26k 10.85
Bank of America Corporation (BAC) 0.0 $278k 5.9k 47.32
ResMed (RMD) 0.0 $274k 1.1k 258.00
Airbnb Com Cl A (ABNB) 0.0 $270k 2.0k 132.34
Ishares Gold Tr Ishares New (IAU) 0.0 $239k 3.8k 62.36
Astronics Corporation (ATRO) 0.0 $238k 7.1k 33.48
Danaher Corporation (DHR) 0.0 $233k 1.2k 197.54
Netflix (NFLX) 0.0 $222k 166.00 1339.13
Ishares Tr S&p 100 Etf (OEF) 0.0 $217k 714.00 304.35
McKesson Corporation (MCK) 0.0 $213k 290.00 732.78
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $212k 480.00 440.65
Enbridge (ENB) 0.0 $206k 4.5k 45.32
Clearsign Combustion (CLIR) 0.0 $62k 115k 0.54
Diana Shipping (DSX) 0.0 $46k 31k 1.46
Microvision Inc Del Com New (MVIS) 0.0 $27k 23k 1.14