DDD Partners as of Dec. 31, 2025
Portfolio Holdings for DDD Partners
DDD Partners holds 130 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 35.4 | $556M | 1.1M | 483.62 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $57M | 114k | 502.65 | |
| Apple (AAPL) | 2.8 | $45M | 164k | 271.86 | |
| Amazon (AMZN) | 2.6 | $42M | 180k | 230.82 | |
| Broadcom (AVGO) | 1.9 | $30M | 87k | 346.10 | |
| Northwest Pipe Company (NWPX) | 1.8 | $28M | 443k | 62.49 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $25M | 81k | 313.80 | |
| Cummins (CMI) | 1.5 | $24M | 46k | 510.45 | |
| Chubb (CB) | 1.5 | $23M | 74k | 312.12 | |
| NVIDIA Corporation (NVDA) | 1.4 | $23M | 121k | 186.50 | |
| Old Republic International Corporation (ORI) | 1.4 | $22M | 490k | 45.64 | |
| Bank of America Corporation (BAC) | 1.4 | $22M | 407k | 55.00 | |
| Costco Wholesale Corporation (COST) | 1.4 | $22M | 26k | 862.34 | |
| Meta Platforms Cl A (META) | 1.4 | $22M | 33k | 660.08 | |
| Servicenow (NOW) | 1.4 | $22M | 141k | 153.19 | |
| Prologis (PLD) | 1.4 | $22M | 169k | 127.66 | |
| Danaher Corporation (DHR) | 1.4 | $21M | 93k | 228.92 | |
| Cisco Systems (CSCO) | 1.3 | $21M | 272k | 77.03 | |
| Elanco Animal Health (ELAN) | 1.3 | $21M | 927k | 22.63 | |
| Qualcomm (QCOM) | 1.3 | $20M | 119k | 171.05 | |
| Abbvie (ABBV) | 1.3 | $20M | 89k | 228.49 | |
| Pepsi (PEP) | 1.3 | $20M | 137k | 143.52 | |
| Chevron Corporation (CVX) | 1.2 | $19M | 127k | 152.41 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $19M | 410k | 45.89 | |
| Kinder Morgan (KMI) | 1.2 | $19M | 679k | 27.49 | |
| Regeneron Pharmaceuticals (REGN) | 1.2 | $19M | 24k | 771.87 | |
| Wec Energy Group (WEC) | 1.2 | $18M | 173k | 105.46 | |
| Cme (CME) | 1.1 | $18M | 66k | 273.08 | |
| Palo Alto Networks (PANW) | 1.1 | $17M | 93k | 184.20 | |
| Verizon Communications (VZ) | 1.1 | $17M | 418k | 40.73 | |
| Genuine Parts Company (GPC) | 1.1 | $17M | 137k | 122.96 | |
| Boeing Company (BA) | 1.1 | $17M | 77k | 217.12 | |
| Abbott Laboratories (ABT) | 1.0 | $16M | 130k | 125.29 | |
| Home Depot (HD) | 1.0 | $16M | 47k | 344.10 | |
| Eastman Chemical Company (EMN) | 1.0 | $15M | 242k | 63.83 | |
| Huntington Ingalls Inds (HII) | 1.0 | $15M | 45k | 340.07 | |
| Hubbell (HUBB) | 0.9 | $15M | 33k | 444.11 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $14M | 24k | 579.45 | |
| Hf Sinclair Corp (DINO) | 0.9 | $13M | 291k | 46.08 | |
| Cadence Design Systems (CDNS) | 0.8 | $13M | 42k | 312.58 | |
| Uber Technologies (UBER) | 0.8 | $13M | 159k | 81.71 | |
| Richardson Electronics (RELL) | 0.8 | $12M | 1.1M | 10.88 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $12M | 63k | 183.40 | |
| UnitedHealth (UNH) | 0.6 | $9.8M | 30k | 330.11 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.6 | $9.0M | 154k | 58.73 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.5 | $7.1M | 89k | 79.73 | |
| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.4 | $5.8M | 109k | 52.78 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $4.8M | 49k | 96.16 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $4.7M | 14k | 349.99 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $4.3M | 6.2k | 681.97 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.2M | 142k | 29.61 | |
| Expeditors International of Washington (EXPD) | 0.2 | $3.8M | 25k | 149.01 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $3.6M | 6.4k | 566.36 | |
| Baker Hughes Company Cl A (BKR) | 0.2 | $3.3M | 72k | 45.54 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $2.9M | 72k | 41.12 | |
| Tesla Motors (TSLA) | 0.2 | $2.9M | 6.4k | 449.72 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $2.8M | 19k | 143.97 | |
| Ferrari Nv Ord (RACE) | 0.2 | $2.7M | 7.3k | 369.56 | |
| UniFirst Corporation (UNF) | 0.2 | $2.6M | 14k | 192.90 | |
| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $2.6M | 65k | 39.38 | |
| Symbotic Class A Com (SYM) | 0.2 | $2.6M | 43k | 59.50 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $2.5M | 21k | 117.72 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.4M | 9.1k | 268.30 | |
| Sprott Com New (SII) | 0.2 | $2.4M | 24k | 97.92 | |
| Target Corporation (TGT) | 0.1 | $2.3M | 24k | 97.75 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $2.0M | 41k | 49.65 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.0M | 2.9k | 684.87 | |
| Alkami Technology (ALKT) | 0.1 | $1.8M | 76k | 23.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.7M | 5.5k | 312.99 | |
| Oracle Corporation (ORCL) | 0.1 | $1.7M | 8.6k | 194.91 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $1.6M | 7.1k | 226.14 | |
| Align Technology (ALGN) | 0.1 | $1.5M | 9.5k | 156.15 | |
| Mirion Technologies Com Cl A (MIR) | 0.1 | $1.5M | 63k | 23.42 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.5M | 32k | 45.21 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $1.4M | 43k | 31.51 | |
| Visa Com Cl A (V) | 0.1 | $1.4M | 3.9k | 350.75 | |
| Rayonier Advanced Matls (RYAM) | 0.1 | $1.2M | 200k | 5.89 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $990k | 8.2k | 120.35 | |
| Snowflake Com Shs (SNOW) | 0.1 | $932k | 4.3k | 219.36 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $833k | 2.6k | 322.22 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $764k | 28k | 27.43 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $727k | 2.2k | 335.24 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $692k | 1.1k | 614.41 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $668k | 3.8k | 177.75 | |
| Moody's Corporation (MCO) | 0.0 | $664k | 1.3k | 510.85 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $643k | 9.7k | 66.00 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $620k | 3.2k | 190.99 | |
| W.W. Grainger (GWW) | 0.0 | $593k | 588.00 | 1009.05 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $580k | 1.2k | 468.76 | |
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $565k | 25k | 22.43 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $548k | 4.6k | 120.18 | |
| Eaton Corp SHS (ETN) | 0.0 | $526k | 1.7k | 318.51 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $525k | 18k | 28.97 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $488k | 1.0k | 487.86 | |
| Starbucks Corporation (SBUX) | 0.0 | $486k | 5.8k | 84.21 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $482k | 3.1k | 154.80 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $478k | 18k | 26.91 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $468k | 5.8k | 81.17 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $463k | 4.6k | 100.38 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $451k | 19k | 24.04 | |
| Copart (CPRT) | 0.0 | $421k | 11k | 39.15 | |
| Natera (NTRA) | 0.0 | $400k | 1.7k | 229.09 | |
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $391k | 1.4k | 276.94 | |
| Deere & Company (DE) | 0.0 | $387k | 831.00 | 465.60 | |
| Lowe's Companies (LOW) | 0.0 | $377k | 1.6k | 241.16 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $357k | 569.00 | 627.35 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $338k | 2.5k | 135.72 | |
| Devon Energy Corporation (DVN) | 0.0 | $296k | 8.1k | 36.63 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $293k | 6.4k | 45.80 | |
| Datadog Cl A Com (DDOG) | 0.0 | $290k | 2.1k | 135.99 | |
| Johnson & Johnson (JNJ) | 0.0 | $276k | 1.3k | 206.96 | |
| Nextnav Common Stock (NN) | 0.0 | $265k | 16k | 16.64 | |
| Enovix Corp (ENVX) | 0.0 | $257k | 35k | 7.31 | |
| ResMed (RMD) | 0.0 | $257k | 1.1k | 240.87 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $245k | 714.00 | 342.97 | |
| Mp Materials Corp Com Cl A (MP) | 0.0 | $237k | 4.7k | 50.52 | |
| McKesson Corporation (MCK) | 0.0 | $235k | 287.00 | 820.29 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $232k | 906.00 | 256.03 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $231k | 480.00 | 480.57 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $229k | 755.00 | 303.89 | |
| Astronics Corporation (ATRO) | 0.0 | $227k | 4.2k | 54.24 | |
| Enbridge (ENB) | 0.0 | $217k | 4.5k | 47.83 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $214k | 830.00 | 257.95 | |
| Hldgs (UAL) | 0.0 | $213k | 1.9k | 111.82 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $204k | 1.7k | 120.96 | |
| International Business Machines (IBM) | 0.0 | $204k | 689.00 | 296.21 | |
| Archer Aviation Com Cl A (ACHR) | 0.0 | $180k | 24k | 7.52 | |
| Clearsign Combustion (CLIR) | 0.0 | $67k | 120k | 0.56 | |
| Diana Shipping (DSX) | 0.0 | $52k | 31k | 1.66 | |
| Cloudastructure Com Cl A (CSAI) | 0.0 | $9.5k | 12k | 0.81 |
