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DDD Partners, LLC

SEC CIK
0001729673
Latest filing
Aug 5, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 9, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
84
+2 vs. Q2 2022
Portfolio value
$551.3M
−$25.3M (−4.4%) vs. Q2 2022
Filed
Nov 9, 2022
SEC
Holdings of DDD Partners, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock185,244$49.5M9.0%+4,029+2.2%AddedHistory
AAPLApple Inc.Stock225,012$31.1M5.6%−35,724−13.7%ReducedHistory
MSFTMicrosoft CorpStock116,806$27.2M4.9%−5,462−4.5%ReducedHistory
AMZNAmazon Com IncStock215,478$24.3M4.4%+2,822+1.3%AddedHistory
ATVIActivision Blizzard, Inc.COM251,069$18.7M3.4%−3,513−1.4%ReducedHistory
ORIOld Republic International CorpCOM814,622$17.1M3.1%−154,252−15.9%ReducedHistory
JNJJohnson & JohnsonStock100,180$16.4M3.0%−11,388−10.2%ReducedHistory
SJMJ M SMUCKER CoStock113,928$15.7M2.8%−22,616−16.6%ReducedHistory
ETNEaton Corp plcStock116,493$15.5M2.8%−18,567−13.7%ReducedHistory
CBChubb LtdStock84,574$15.4M2.8%−19,408−18.7%ReducedHistory
TGTTarget CorpStock102,027$15.1M2.7%−11,670−10.3%ReducedHistory
CMICummins IncStock73,086$14.9M2.7%+15,353+26.6%AddedHistory
NVSNovartis AGADR193,934$14.7M2.7%+35,985+22.8%AddedHistory
Atlas CorpY0436Q109SHARES1,058,982$14.7M2.7%−980,842−48.1%Reduced–
CSCOCisco Systems, Inc.Stock359,528$14.4M2.6%−76,354−17.5%ReducedHistory
NWPXNWPX Infrastructure, Inc.COM511,312$14.4M2.6%+2,739+0.5%AddedHistory
CVXChevron CorpStock98,706$14.2M2.6%+94,427+2,206.8%AddedHistory
NEENextera Energy IncStock177,395$13.9M2.5%+177,395NewHistory
AVGOBroadcom Inc.Stock31,058$13.8M2.5%+11,603+59.6%AddedHistory
COSTCostco Wholesale CorpStock28,923$13.7M2.5%+100.0%AddedHistory
INTCIntel CorpStock530,078$13.7M2.5%−231,205−30.4%ReducedHistory
QCOMQualcomm IncStock116,921$13.2M2.4%+116,921NewHistory
AMTAmerican Tower CorpREIT59,990$12.9M2.3%+23,164+62.9%AddedHistory
CMCSAComcast CorpStock427,686$12.5M2.3%+427,686NewHistory
GOOGAlphabet Inc.Stock114,500$11.0M2.0%+3,920+3.5%AddedConverted for a 20-for-1 splitHistory
AMAntero Midstream CorpStock1,186,853$10.9M2.0%−1,518,379−56.1%ReducedHistory
RYAMRayonier Advanced Materials Inc.COM3,290,818$10.4M1.9%+14,671+0.4%AddedHistory
FFord Motor CoStock896,229$10.0M1.8%+885,662+8,381.4%AddedHistory
PXDPioneer Natural Resources CoCOM44,504$9.64M1.7%+44,504NewHistory
ACNAccenture plcStock35,654$9.17M1.7%−381−1.1%ReducedHistory
BABoeing CoStock66,458$8.05M1.5%+1,215+1.9%AddedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS121,402$7.02M1.3%−7,641−5.9%Reduced–
ARK ETF Tr00214Q302GENOMIC REV ETF182,955$6.01M1.1%+1,838+1.0%Added–
SNOWSnowflake Inc.Stock22,457$3.82M0.7%+312+1.4%AddedHistory
PYPLPayPal Holdings, Inc.Stock42,507$3.66M0.7%+516+1.2%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS72,004$3.55M0.6%−7,032−8.9%Reduced–
RBOTVicarious Surgical Inc.COM CL A1,028,078$3.44M0.6%−9,430−0.9%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF48,758$2.85M0.5%+466+1.0%Added–
Schwab U.S. Large-Cap ETF808524201ETF55,273$2.34M0.4%+1,561+2.9%Added–
EXPDExpeditors International of Washington IncCOM24,000$2.12M0.4%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF5,708$2.04M0.4%+2,712+90.5%AddedHistory
RACEFerrari N.V.COM6,474$1.20M0.2%+474+7.9%AddedHistory
Schwab US Dividend Equity ETF808524797ETF17,274$1.15M0.2%−1,274−6.9%Reduced–
iShares Core S&P 500 ETF464287200ETF3,153$1.13M0.2%00.0%Unchanged–
NVDANVIDIA CorpStock6,103$741.0K0.1%+3,015+97.6%AddedHistory
VVisa Inc.Stock4,127$733.0K0.1%+65+1.6%AddedHistory
NVONovo Nordisk A SADR6,787$676.0K0.1%−186,535−96.5%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF5,589$664.0K0.1%+5,589New–
TSLATesla, Inc.Stock2,503$664.0K0.1%+109+4.6%AddedConverted for a 3-for-1 splitHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF14,027$596.0K0.1%+2,258+19.2%Added–
SBUXStarbucks CorpStock6,860$578.0K0.1%+45+0.7%AddedHistory
MMM3M CoStock5,038$557.0K0.1%+5,038NewHistory
XOMExxonMobil Holdings CorpCOM6,328$552.0K0.1%00.0%UnchangedHistory
Schwab U.S. REIT ETF808524847ETF28,443$532.0K0.1%+1,831+6.9%Added–
Schwab Fundamental International Equity ETF808524755ETF20,867$525.0K0.1%+5,566+36.4%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF25,182$506.0K0.1%+25,182New–
NEMNEWMONT CorpStock11,976$503.0K0.1%−197,240−94.3%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF12,558$475.0K0.1%+600+5.0%Added–
NFLXNetflix IncStock1,778$419.0K0.1%+1,778NewHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,390$411.0K0.1%00.0%Unchanged–
DHRDanaher CorpStock1,560$403.0K0.1%+35+2.3%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,503$402.0K0.1%00.0%Unchanged–
GOOGLAlphabet Inc.Stock4,000$383.0K0.1%+220+5.8%AddedConverted for a 20-for-1 splitHistory
MCOMoodys CorpStock1,417$344.0K0.1%00.0%UnchangedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,553$341.0K0.1%00.0%Unchanged–
BACBank of America CorpStock10,649$322.0K0.1%+2,000+23.1%AddedHistory
GWWW.W. Grainger, Inc.Stock642$314.0K0.1%00.0%UnchangedHistory
CPRTCopart IncCOM2,920$311.0K0.1%00.0%UnchangedHistory
LOWLowes Companies IncStock1,649$310.0K0.1%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock2,261$307.0K0.1%+56+2.5%AddedHistory
CRMSalesforce, Inc.Stock2,081$299.0K0.1%+2,081NewHistory
DEDeere & CoStock887$296.0K0.1%00.0%UnchangedHistory
DVNDevon Energy CorpStock4,803$289.0K0.1%+4,803NewHistory
iShares Core S&P Small Cap ETF464287804ETF3,249$283.0K0.1%00.0%Unchanged–
RMDResmed IncCOM1,165$254.0K<0.1%00.0%UnchangedHistory
PFEPfizer IncStock5,372$235.0K<0.1%−90−1.6%ReducedHistory
CCitigroup IncStock5,533$231.0K<0.1%00.0%UnchangedHistory
NUNu Holdings Ltd.ORD SHS CL A33,483$147.0K<0.1%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock22,155$108.0K<0.1%+155+0.7%AddedHistory
DSXDiana Shipping Inc.COM30,000$108.0K<0.1%+30,000NewHistory
CLIRClearSign Technologies CorpCOM90,000$83.0K<0.1%+90,000NewHistory
OMEROmeros CorpCOM11,131$35.0K<0.1%00.0%UnchangedHistory
OPOpenPayd Global Holdings LtdCOMMON STOCK70,000$21.0K<0.1%+70,000NewHistory
OIGOrion180 Insurance Group Inc.COM31,314$15.0K<0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (11)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of DDD Partners, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
GLDSPDR Gold TrustETF23,747$4.00M0.7%History
AVLRAvalara, Inc.COM48,050$3.39M0.6%History
TWLOTwilio IncCL A31,713$2.66M0.5%History
DOCUDocuSign, Inc.Stock43,990$2.52M0.4%History
NXHNeighborhood Intelligence, Inc.COM37,508$938.0K0.2%History
iShares Tr464287721U.S. TECH ETF6,981$558.0K0.1%–
IAUiShares Gold TrustETF14,994$514.0K0.1%History
iShares Core U.S. Aggregate Bond ETF464287226ETF3,815$388.0K0.1%–
Schwab Emerging Markets Equity ETF808524706ETF15,146$384.0K0.1%–
Schwab Strategic Tr808524862SHT TM US TRES4,385$216.0K<0.1%–
SNAPSnap IncStock10,122$133.0K<0.1%History