DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 80
- +2 vs. Q4 2022
- Portfolio value
- $641.5M
- +$16.4M (+2.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 169,791 | $52.4M | 8.2% | −18,798−10.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 118,631 | $34.2M | 5.3% | −9,268−7.2% | Reduced | History |
| AAPLApple Inc. | Stock | 192,079 | $31.7M | 4.9% | +975+0.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 229,493 | $23.7M | 3.7% | +4,410+2.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 32,507 | $20.9M | 3.3% | +350+1.1% | Added | History |
| ORIOld Republic International Corp | COM | 830,383 | $20.7M | 3.2% | +7,112+0.9% | Added | History |
| QCOMQualcomm Inc | Stock | 154,523 | $19.7M | 3.1% | +2,607+1.7% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 366,507 | $19.2M | 3.0% | +3,665+1.0% | Added | History |
| ETNEaton Corp plc | Stock | 108,910 | $18.7M | 2.9% | +1,075+1.0% | Added | History |
| NVSNovartis AG | ADR | 199,946 | $18.4M | 2.9% | +1,965+1.0% | Added | History |
| SJMJ M SMUCKER Co | Stock | 116,449 | $18.3M | 2.9% | +1,177+1.0% | Added | History |
| CMICummins Inc | Stock | 75,855 | $18.1M | 2.8% | +765+1.0% | Added | History |
| MDTMedtronic plc | Stock | 220,393 | $17.8M | 2.8% | +2,153+1.0% | Added | History |
| FFord Motor Co | Stock | 1,397,138 | $17.6M | 2.7% | +27,195+2.0% | Added | History |
| TGTTarget Corp | Stock | 104,734 | $17.3M | 2.7% | +1,047+1.0% | Added | History |
| CMCSAComcast Corp | Stock | 451,377 | $17.1M | 2.7% | +4,374+1.0% | Added | History |
| CVXChevron Corp | Stock | 103,794 | $16.9M | 2.6% | +1,929+1.9% | Added | History |
| CBChubb Ltd | Stock | 86,436 | $16.8M | 2.6% | +884+1.0% | Added | History |
| JNJJohnson & Johnson | Stock | 102,811 | $15.9M | 2.5% | +1,050+1.0% | Added | History |
| NWPXNWPX Infrastructure, Inc. | COM | 501,580 | $15.7M | 2.4% | −5,331−1.1% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 73,593 | $15.0M | 2.3% | +774+1.1% | Added | History |
| NEENextera Energy Inc | Stock | 189,046 | $14.6M | 2.3% | +1,911+1.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 29,091 | $14.5M | 2.3% | +120.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 129,041 | $13.4M | 2.1% | −41,581−24.4% | Reduced | History |
| PXDPioneer Natural Resources Co | COM | 61,653 | $12.6M | 2.0% | +524+0.9% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 140,484 | $12.0M | 1.9% | −114,125−44.8% | Reduced | History |
| RYAMRayonier Advanced Materials Inc. | COM | 1,841,675 | $11.5M | 1.8% | −299,764−14.0% | Reduced | History |
| INMDInMode Ltd. | SHS | 357,080 | $11.4M | 1.8% | +357,080 | New | History |
| ACNAccenture plc | Stock | 36,419 | $10.4M | 1.6% | +310+0.9% | Added | History |
| DBXDropbox, Inc. | CL A | 428,883 | $9.27M | 1.4% | +428,883 | New | History |
| BABoeing Co | Stock | 43,315 | $9.20M | 1.4% | −23,854−35.5% | Reduced | History |
| DISWalt Disney Co | Stock | 89,422 | $8.95M | 1.4% | +89,422 | New | History |
| CTRACoterra Energy Inc. | Stock | 335,611 | $8.24M | 1.3% | +335,611 | New | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 111,933 | $6.55M | 1.0% | −4,301−3.7% | Reduced | – |
| RBOTVicarious Surgical Inc. | COM CL A | 2,869,281 | $6.51M | 1.0% | +981,829+52.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,345 | $5.46M | 0.9% | +6,996+110.2% | Added | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 181,037 | $5.44M | 0.8% | −3,250−1.8% | Reduced | – |
| SNOWSnowflake Inc. | Stock | 22,651 | $3.49M | 0.5% | −247−1.1% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 51,246 | $3.36M | 0.5% | +2,386+4.9% | Added | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 66,232 | $3.35M | 0.5% | −2,715−3.9% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 58,152 | $2.81M | 0.4% | +2,735+4.9% | Added | – |
| EXPDExpeditors International of Washington Inc | COM | 24,000 | $2.64M | 0.4% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 9,445 | $1.96M | 0.3% | +6,686+242.3% | Added | History |
| RACEFerrari N.V. | COM | 6,474 | $1.75M | 0.3% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,153 | $1.30M | 0.2% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 4,062 | $915.8K | 0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,934 | $896.1K | 0.1% | +334+6.0% | Added | – |
| METAMeta Platforms, Inc. | Stock | 3,846 | $815.1K | 0.1% | +2,000+108.3% | Added | History |
| SBUXStarbucks Corp | Stock | 6,940 | $722.7K | 0.1% | 00.0% | Unchanged | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 14,752 | $718.0K | 0.1% | +692+4.9% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 6,385 | $700.2K | 0.1% | +57+0.9% | Added | History |
| Schwab Fundamental International Equity ETF808524755 | ETF | 21,979 | $687.3K | 0.1% | +1,054+5.0% | Added | – |
| Schwab U.S. REIT ETF808524847 | ETF | 34,802 | $678.6K | 0.1% | +6,288+22.1% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 26,641 | $613.3K | 0.1% | +1,401+5.6% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 14,192 | $595.1K | 0.1% | +1,620+12.9% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,503 | $482.4K | 0.1% | 00.0% | Unchanged | – |
| GWWW.W. Grainger, Inc. | Stock | 642 | $442.2K | 0.1% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 5,840 | $439.2K | 0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,390 | $438.9K | 0.1% | 00.0% | Unchanged | – |
| MCOMoodys Corp | Stock | 1,417 | $433.6K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 3,780 | $392.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,554 | $388.9K | 0.1% | 00.0% | Unchanged | – |
| DHRDanaher Corp | Stock | 1,525 | $384.4K | 0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 887 | $366.2K | 0.1% | −2−0.2% | Reduced | History |
| LOWLowes Companies Inc | Stock | 1,649 | $329.8K | 0.1% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 2,551 | $317.3K | <0.1% | +2,551 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,249 | $314.2K | <0.1% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,223 | $309.0K | <0.1% | −78−1.8% | Reduced | – |
| NFLXNetflix Inc | Stock | 771 | $266.4K | <0.1% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 5,533 | $259.4K | <0.1% | 00.0% | Unchanged | History |
| RMDResmed Inc | COM | 1,165 | $255.1K | <0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 4,803 | $243.1K | <0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 3,500 | $221.9K | <0.1% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 5,335 | $217.7K | <0.1% | +20+0.4% | Added | History |
| ABBVAbbVie Inc. | Stock | 1,346 | $214.5K | <0.1% | +5+0.4% | Added | History |
| ENVXEnovix Corp | COM | 14,271 | $212.8K | <0.1% | +14,271 | New | History |
| DSXDiana Shipping Inc. | COM | 30,000 | $117.0K | <0.1% | 00.0% | Unchanged | History |
| ORGNOrigin Materials, Inc. | COM | 20,978 | $89.6K | <0.1% | +20,978 | New | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 17,529 | $83.4K | <0.1% | 00.0% | Unchanged | History |
| CLIRClearSign Technologies Corp | COM | 100,000 | $79.8K | <0.1% | +10,000+11.1% | Added | History |
Sold out since Q4 2022 (5)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 484,392 | $12.8M | 2.0% | History |
| AMAntero Midstream Corp | Stock | 1,163,087 | $12.5M | 2.0% | History |
| PYPLPayPal Holdings, Inc. | Stock | 43,012 | $3.06M | 0.5% | History |
| BACBank of America Corp | Stock | 6,240 | $206.7K | <0.1% | History |
| Atlas Technical Consultants, Inc.049430101 | COM CLS A | 22,900 | $117.9K | <0.1% | – |