DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 5, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 77
- −4 vs. Q4 2021
- Portfolio value
- $730.5M
- +$1.01M (+0.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 175,160 | $61.8M | 8.5% | +4,947+2.9% | Added | History |
| AAPLApple Inc. | Stock | 259,351 | $45.3M | 6.2% | +2,139+0.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 121,785 | $37.5M | 5.1% | −9,531−7.3% | Reduced | History |
| INTCIntel Corp | Stock | 752,947 | $37.3M | 5.1% | +134,847+21.8% | Added | History |
| AMAntero Midstream Corp | Stock | 2,666,366 | $29.0M | 4.0% | +52,006+2.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 431,387 | $24.1M | 3.3% | +9,477+2.2% | Added | History |
| ORIOld Republic International Corp | COM | 917,190 | $23.7M | 3.2% | +19,186+2.1% | Added | History |
| CBChubb Ltd | Stock | 109,464 | $23.4M | 3.2% | +2,318+2.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 7,103 | $23.2M | 3.2% | +87+1.2% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 285,672 | $22.5M | 3.1% | −364−0.1% | Reduced | – |
| ARK Innovation ETF00214Q104 | ETF | 338,176 | $22.4M | 3.1% | +338,176 | New | – |
| NVONovo Nordisk A S | ADR | 191,390 | $21.3M | 2.9% | +78,095+68.9% | Added | History |
| ETNEaton Corp plc | Stock | 133,622 | $20.3M | 2.8% | +2,911+2.2% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 252,045 | $20.2M | 2.8% | +121,318+92.8% | Added | History |
| JNJJohnson & Johnson | Stock | 110,373 | $19.6M | 2.7% | +2,453+2.3% | Added | History |
| Atlas CorpY0436Q109 | SHARES | 1,308,331 | $19.2M | 2.6% | +309,524+31.0% | Added | – |
| SJMJ M SMUCKER Co | Stock | 135,076 | $18.3M | 2.5% | +2,970+2.2% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 164,645 | $17.6M | 2.4% | −3,242−1.9% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 29,098 | $16.8M | 2.3% | +236+0.8% | Added | History |
| NEMNEWMONT Corp | Stock | 207,842 | $16.5M | 2.3% | +5,238+2.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 5,445 | $15.2M | 2.1% | +146+2.8% | Added | History |
| SBUXStarbucks Corp | Stock | 165,803 | $15.1M | 2.1% | +3,203+2.0% | Added | History |
| VMWVmware LLC | CL A COM | 131,873 | $15.0M | 2.1% | +2,734+2.1% | Added | History |
| GDGeneral Dynamics Corp | Stock | 61,299 | $14.8M | 2.0% | +1,252+2.1% | Added | History |
| RYAMRayonier Advanced Materials Inc. | COM | 2,228,706 | $14.6M | 2.0% | +27,085+1.2% | Added | History |
| NVSNovartis AG | ADR | 155,960 | $13.7M | 1.9% | +2,738+1.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 19,262 | $12.1M | 1.7% | +311+1.6% | Added | History |
| ACNAccenture plc | Stock | 35,653 | $12.0M | 1.6% | +769+2.2% | Added | History |
| NWPXNWPX Infrastructure, Inc. | COM | 465,465 | $11.8M | 1.6% | +25,520+5.8% | Added | History |
| TGTTarget Corp | Stock | 54,325 | $11.5M | 1.6% | +1,223+2.3% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 188,350 | $9.74M | 1.3% | +456+0.2% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 194,969 | $9.66M | 1.3% | −5,538−2.8% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 47,209 | $8.53M | 1.2% | +1,077+2.3% | Added | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 194,860 | $7.47M | 1.0% | +3,842+2.0% | Added | – |
| RBOTVicarious Surgical Inc. | COM CL A | 1,032,580 | $5.22M | 0.7% | +789,751+325.2% | Added | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 78,514 | $4.31M | 0.6% | −5,773−6.8% | Reduced | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 45,867 | $3.27M | 0.4% | +2,604+6.0% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 50,954 | $2.74M | 0.4% | +2,888+6.0% | AddedConverted for a 2-for-1 split | – |
| EXPDExpeditors International of Washington Inc | COM | 24,000 | $2.48M | 0.3% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 11,226 | $1.85M | 0.3% | −6,671−37.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,153 | $1.43M | 0.2% | −351−10.0% | Reduced | – |
| RACEFerrari N.V. | COM | 6,000 | $1.31M | 0.2% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 830 | $894.0K | 0.1% | +3+0.4% | Added | History |
| VVisa Inc. | Stock | 3,993 | $886.0K | 0.1% | +77+2.0% | Added | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 17,074 | $863.0K | 0.1% | +461+2.8% | Added | – |
| CVXChevron Corp | Stock | 4,268 | $695.0K | 0.1% | +102+2.4% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 6,665 | $687.0K | 0.1% | +375+6.0% | Added | – |
| BABoeing Co | Stock | 3,565 | $683.0K | 0.1% | +349+10.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,456 | $657.0K | 0.1% | +254+21.1% | Added | History |
| Schwab U.S. REIT ETF808524847 | ETF | 25,171 | $627.0K | 0.1% | +1,515+6.4% | AddedConverted for a 2-for-1 split | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 11,183 | $598.0K | 0.1% | +624+5.9% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,503 | $545.0K | 0.1% | +1,503 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,425 | $541.0K | 0.1% | +639+5.9% | AddedConverted for a 2-for-1 split | – |
| IAUiShares Gold Trust | ETF | 14,457 | $532.0K | 0.1% | +1,130+8.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 189 | $526.0K | 0.1% | +3+1.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 6,328 | $523.0K | 0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 1,417 | $478.0K | 0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 14,532 | $469.0K | 0.1% | +812+5.9% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,390 | $464.0K | 0.1% | +300+9.7% | Added | – |
| SNAPSnap Inc | Stock | 11,996 | $432.0K | 0.1% | +1,132+10.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,882 | $418.0K | 0.1% | +37+2.0% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,553 | $417.0K | 0.1% | +1+0.1% | Added | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 14,542 | $404.0K | 0.1% | +811+5.9% | Added | – |
| DHRDanaher Corp | Stock | 1,334 | $391.0K | 0.1% | +52+4.1% | Added | History |
| DEDeere & Co | Stock | 887 | $369.0K | 0.1% | +2+0.2% | Added | History |
| CPRTCopart Inc | COM | 2,920 | $366.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,249 | $351.0K | <0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 1,649 | $333.0K | <0.1% | 00.0% | Unchanged | History |
| GWWW.W. Grainger, Inc. | Stock | 642 | $331.0K | <0.1% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 5,533 | $295.0K | <0.1% | 00.0% | Unchanged | History |
| RMDResmed Inc | COM | 1,165 | $283.0K | <0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 751 | $281.0K | <0.1% | +751 | New | History |
| PFEPfizer Inc | Stock | 5,315 | $275.0K | <0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 3,500 | $270.0K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 6,183 | $255.0K | <0.1% | +318+5.4% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 3,504 | $213.0K | <0.1% | +15+0.4% | Added | – |
| ABNBAirbnb, Inc. | Stock | 1,223 | $210.0K | <0.1% | +1,223 | New | History |
Sold out since Q4 2021 (8)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| SLGSL Green Realty Corp | COM | 181,066 | $13.0M | 1.8% | History |
| DOCUDocuSign, Inc. | Stock | 59,787 | $9.11M | 1.2% | History |
| SNOWSnowflake Inc. | Stock | 24,570 | $8.32M | 1.1% | History |
| SPOTSpotify Technology S.A. | Stock | 34,325 | $8.03M | 1.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 33,826 | $6.38M | 0.9% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 17,574 | $6.31M | 0.9% | History |
| AVLRAvalara, Inc. | COM | 46,431 | $6.00M | 0.8% | History |
| UWMCUWM Holdings Corp | COM CL A | 16,385 | $97.0K | <0.1% | History |