DDD Partners as of Sept. 30, 2025
Portfolio Holdings for DDD Partners
DDD Partners holds 129 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 37.6 | $592M | 1.1M | 517.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $65M | 128k | 502.74 | |
| Apple (AAPL) | 2.6 | $41M | 161k | 254.63 | |
| Amazon (AMZN) | 2.5 | $39M | 179k | 219.57 | |
| Elanco Animal Health (ELAN) | 2.2 | $35M | 1.8M | 20.14 | |
| Broadcom (AVGO) | 1.8 | $29M | 87k | 329.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $27M | 111k | 243.55 | |
| Meta Platforms Cl A (META) | 1.5 | $24M | 33k | 734.37 | |
| Costco Wholesale Corporation (COST) | 1.5 | $24M | 26k | 925.63 | |
| Northwest Pipe Company (NWPX) | 1.5 | $24M | 447k | 52.93 | |
| NVIDIA Corporation (NVDA) | 1.4 | $22M | 119k | 186.58 | |
| Hf Sinclair Corp (DINO) | 1.4 | $22M | 416k | 52.34 | |
| Bank of America Corporation (BAC) | 1.3 | $21M | 404k | 51.59 | |
| Old Republic International Corporation (ORI) | 1.3 | $21M | 489k | 42.47 | |
| Chubb (CB) | 1.3 | $21M | 73k | 282.25 | |
| Abbvie (ABBV) | 1.3 | $21M | 88k | 231.54 | |
| Wec Energy Group (WEC) | 1.3 | $20M | 172k | 114.59 | |
| Qualcomm (QCOM) | 1.2 | $20M | 118k | 166.36 | |
| Chevron Corporation (CVX) | 1.2 | $19M | 125k | 155.29 | |
| Cummins (CMI) | 1.2 | $19M | 46k | 422.37 | |
| Prologis (PLD) | 1.2 | $19M | 168k | 114.52 | |
| Pepsi (PEP) | 1.2 | $19M | 137k | 140.44 | |
| Kinder Morgan (KMI) | 1.2 | $19M | 676k | 28.31 | |
| Genuine Parts Company (GPC) | 1.2 | $19M | 137k | 138.60 | |
| Home Depot (HD) | 1.2 | $19M | 46k | 405.19 | |
| Cisco Systems (CSCO) | 1.2 | $19M | 271k | 68.42 | |
| Danaher Corporation (DHR) | 1.2 | $18M | 92k | 198.26 | |
| Verizon Communications (VZ) | 1.2 | $18M | 416k | 43.95 | |
| Cme (CME) | 1.1 | $18M | 65k | 270.19 | |
| Abbott Laboratories (ABT) | 1.1 | $17M | 130k | 133.94 | |
| Uber Technologies (UBER) | 1.1 | $17M | 175k | 97.97 | |
| Servicenow (NOW) | 1.0 | $15M | 17k | 920.28 | |
| UnitedHealth (UNH) | 1.0 | $15M | 43k | 345.30 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.9 | $14M | 293k | 49.04 | |
| Hubbell (HUBB) | 0.9 | $14M | 33k | 430.31 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $14M | 85k | 167.33 | |
| Huntington Ingalls Inds (HII) | 0.8 | $13M | 45k | 287.91 | |
| Palo Alto Networks (PANW) | 0.8 | $12M | 60k | 203.62 | |
| Regeneron Pharmaceuticals (REGN) | 0.8 | $12M | 21k | 562.27 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $12M | 24k | 485.02 | |
| Cadence Design Systems (CDNS) | 0.7 | $12M | 33k | 351.26 | |
| Richardson Electronics (RELL) | 0.7 | $11M | 1.1M | 9.79 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $11M | 59k | 183.73 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $8.4M | 142k | 58.85 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $6.5M | 82k | 79.93 | |
| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $5.6M | 105k | 53.47 | |
| Symbotic Class A Com (SYM) | 0.4 | $5.6M | 104k | 53.90 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $4.4M | 46k | 96.46 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.0M | 137k | 29.11 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.7M | 5.6k | 666.17 | |
| Ferrari Nv Ord (RACE) | 0.2 | $3.4M | 7.1k | 485.22 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $3.3M | 70k | 47.25 | |
| Tesla Motors (TSLA) | 0.2 | $3.0M | 6.7k | 444.72 | |
| Expeditors International of Washington (EXPD) | 0.2 | $2.9M | 24k | 122.59 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.6M | 9.3k | 281.86 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $2.6M | 40k | 65.00 | |
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.5M | 21k | 118.37 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $2.5M | 5.5k | 447.23 | |
| Paypal Holdings (PYPL) | 0.2 | $2.5M | 37k | 67.06 | |
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $2.4M | 63k | 37.50 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.3M | 6.5k | 352.75 | |
| Sprott Com New (SII) | 0.1 | $2.0M | 24k | 83.19 | |
| Molina Healthcare (MOH) | 0.1 | $1.7M | 9.1k | 191.36 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.7M | 2.6k | 669.22 | |
| Royal Gold (RGLD) | 0.1 | $1.7M | 8.6k | 200.58 | |
| Snowflake Com Shs (SNOW) | 0.1 | $1.7M | 7.5k | 225.55 | |
| Sable Offshore Corp Com Shs (SOC) | 0.1 | $1.5M | 88k | 17.46 | |
| Rayonier Advanced Matls (RYAM) | 0.1 | $1.4M | 200k | 7.22 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.3M | 31k | 42.96 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.3M | 42k | 31.16 | |
| Visa Com Cl A (V) | 0.1 | $1.2M | 3.6k | 341.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.2M | 4.9k | 243.09 | |
| Core Natural Resources Com Shs (CNR) | 0.1 | $1.2M | 14k | 83.48 | |
| Align Technology (ALGN) | 0.1 | $1.2M | 9.2k | 125.22 | |
| Boise Cascade (BCC) | 0.1 | $1.1M | 14k | 77.32 | |
| Vicarious Surgical Com Cl A New (RBOT) | 0.1 | $1.0M | 187k | 5.51 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $995k | 36k | 27.77 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $936k | 8.3k | 112.75 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $825k | 1.7k | 490.38 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $822k | 26k | 31.51 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $788k | 2.5k | 315.43 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $768k | 28k | 27.30 | |
| Boeing Company (BA) | 0.0 | $738k | 3.4k | 215.84 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $676k | 1.1k | 600.45 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $657k | 3.6k | 182.42 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $631k | 1.9k | 328.20 | |
| Moody's Corporation (MCO) | 0.0 | $619k | 1.3k | 476.48 | |
| Eaton Corp SHS (ETN) | 0.0 | $618k | 1.7k | 374.25 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $605k | 3.2k | 186.49 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $574k | 8.8k | 65.26 | |
| W.W. Grainger (GWW) | 0.0 | $558k | 586.00 | 952.96 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $536k | 4.5k | 118.83 | |
| Copart (CPRT) | 0.0 | $483k | 11k | 44.97 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $480k | 1.0k | 479.61 | |
| Starbucks Corporation (SBUX) | 0.0 | $473k | 5.6k | 84.60 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $470k | 18k | 26.34 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $437k | 19k | 23.28 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $434k | 3.1k | 139.17 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $420k | 5.8k | 72.77 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $386k | 1.4k | 273.65 | |
| Lowe's Companies (LOW) | 0.0 | $383k | 1.5k | 251.31 | |
| Deere & Company (DE) | 0.0 | $378k | 827.00 | 457.29 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $369k | 1.1k | 337.49 | |
| Astronics Corporation (ATRO) | 0.0 | $324k | 7.1k | 45.61 | |
| ResMed (RMD) | 0.0 | $291k | 1.1k | 273.73 | |
| Devon Energy Corporation (DVN) | 0.0 | $283k | 8.1k | 35.06 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $282k | 4.2k | 67.07 | |
| Archer Aviation Com Cl A (ACHR) | 0.0 | $280k | 29k | 9.58 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $272k | 2.2k | 121.42 | |
| Datadog Cl A Com (DDOG) | 0.0 | $269k | 1.9k | 142.40 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $266k | 434.00 | 612.02 | |
| Natera (NTRA) | 0.0 | $251k | 1.6k | 160.97 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $245k | 1.1k | 215.79 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $238k | 714.00 | 332.84 | |
| Enovix Corp (ENVX) | 0.0 | $234k | 24k | 9.97 | |
| Enbridge (ENB) | 0.0 | $229k | 4.5k | 50.46 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $225k | 6.1k | 36.69 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $223k | 299.00 | 746.91 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $223k | 480.00 | 463.74 | |
| McKesson Corporation (MCK) | 0.0 | $222k | 287.00 | 772.54 | |
| Johnson & Johnson (JNJ) | 0.0 | $220k | 1.2k | 185.44 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $211k | 830.00 | 254.28 | |
| Netflix (NFLX) | 0.0 | $201k | 168.00 | 1198.92 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $200k | 1.7k | 118.44 | |
| Inmode SHS (INMD) | 0.0 | $179k | 12k | 14.90 | |
| Clearsign Combustion (CLIR) | 0.0 | $89k | 115k | 0.77 | |
| Diana Shipping (DSX) | 0.0 | $53k | 31k | 1.68 | |
| Microvision Inc Del Com New (MVIS) | 0.0 | $29k | 23k | 1.24 | |
| Cloudastructure Com Cl A (CSAI) | 0.0 | $15k | 12k | 1.26 |
