DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 3, 2021. Long positions only.
- Positions
- 63
- No 13F data for Q4 2020
- Portfolio value
- $586.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BACBank of America Corp | Stock | 5,865 | $227.0K | <0.1% | – | – | History |
| BHPBHP Group Ltd | ADR | 3,431 | $238.0K | <0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,232 | $255.0K | <0.1% | – | – | – |
| SNAPSnap Inc | Stock | 4,905 | $256.0K | <0.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 689 | $274.0K | <0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 5,046 | $282.0K | <0.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 9,482 | $357.0K | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,243 | $366.0K | 0.1% | – | – | History |
| IAUiShares Gold Trust | ISHARES | 22,925 | $373.0K | 0.1% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,851 | $377.0K | 0.1% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 11,805 | $379.0K | 0.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 10,212 | $420.0K | 0.1% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 9,092 | $461.0K | 0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 4,673 | $466.0K | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,553 | $616.0K | 0.1% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 15,481 | $835.0K | 0.1% | – | – | – |
| RACEFerrari N.V. | COM | 6,000 | $1.26M | 0.2% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 20,647 | $1.98M | 0.3% | – | – | – |
| EXPDExpeditors International of Washington Inc | COM | 24,000 | $2.58M | 0.4% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 40,109 | $2.62M | 0.4% | – | – | – |
| ADPTAdaptive Biotechnologies Corp | COM | 109,500 | $4.41M | 0.8% | – | – | History |
| Atlas CorpY0436Q109 | SHARES | 330,459 | $4.51M | 0.8% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 74,193 | $4.54M | 0.8% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 82,805 | $4.91M | 0.8% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 23,022 | $5.22M | 0.9% | – | – | History |
| SNOWSnowflake Inc. | Stock | 23,581 | $5.41M | 0.9% | – | – | History |
| TWLOTwilio Inc | CL A | 16,960 | $5.78M | 1.0% | – | – | History |
| GOGrocery Outlet Holding Corp. | COM | 160,941 | $5.94M | 1.0% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 24,471 | $5.94M | 1.0% | – | – | History |
| GLDSPDR Gold Trust | ETF | 43,914 | $7.02M | 1.2% | – | – | History |
| GNTXGentex Corp | COM | 200,082 | $7.14M | 1.2% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 31,746 | $8.51M | 1.5% | – | – | History |
| VMWVmware LLC | CL A COM | 56,688 | $8.53M | 1.5% | – | – | History |
| SLGSL Green Realty Corp | COM | 124,272 | $8.70M | 1.5% | – | – | History |
| MGAMagna International Inc | COM | 99,652 | $8.77M | 1.5% | – | – | History |
| INTCIntel Corp | Stock | 141,504 | $9.06M | 1.5% | – | – | History |
| ACNAccenture plc | Stock | 33,537 | $9.27M | 1.6% | – | – | History |
| EDITEditas Medicine, Inc. | COM | 222,976 | $9.37M | 1.6% | – | – | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 132,965 | $9.70M | 1.7% | – | – | – |
| TGTTarget Corp | Stock | 50,551 | $10.0M | 1.7% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 183,727 | $10.0M | 1.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 4,863 | $10.1M | 1.7% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 55,538 | $10.1M | 1.7% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 198,478 | $10.2M | 1.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 28,940 | $10.2M | 1.7% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 315,783 | $10.3M | 1.8% | – | – | – |
| NVSNovartis AG | ADR | 145,395 | $12.4M | 2.1% | – | – | History |
| NWPXNWPX Infrastructure, Inc. | COM | 410,506 | $13.7M | 2.3% | – | – | History |
| CBChubb Ltd | Stock | 89,923 | $14.2M | 2.4% | – | – | History |
| SJMJ M SMUCKER Co | Stock | 125,913 | $15.9M | 2.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 103,061 | $16.9M | 2.9% | – | – | History |
| SBUXStarbucks Corp | Stock | 155,535 | $17.0M | 2.9% | – | – | History |
| ETNEaton Corp plc | Stock | 123,162 | $17.0M | 2.9% | – | – | History |
| AMZNAmazon Com Inc | Stock | 5,512 | $17.1M | 2.9% | – | – | History |
| ORIOld Republic International Corp | COM | 818,063 | $17.9M | 3.0% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 197,593 | $18.4M | 3.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 165,623 | $18.9M | 3.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 400,634 | $20.7M | 3.5% | – | – | History |
| RYAMRayonier Advanced Materials Inc. | COM | 3,145,597 | $28.5M | 4.9% | – | – | History |
| AMAntero Midstream Corp | Stock | 3,323,353 | $30.0M | 5.1% | – | – | History |
| MSFTMicrosoft Corp | Stock | 138,280 | $32.6M | 5.6% | – | – | History |
| AAPLApple Inc. | Stock | 293,671 | $35.9M | 6.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 160,955 | $41.1M | 7.0% | – | – | History |