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DDD Partners, LLC

SEC CIK
0001729673
Latest filing
Aug 5, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 2, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
90
+10 vs. Q1 2023
Portfolio value
$722.3M
+$80.8M (+12.6%) vs. Q1 2023
Filed
Aug 2, 2023
SEC
Holdings of DDD Partners, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock155,355$53.0M7.3%−14,436−8.5%ReducedHistory
MSFTMicrosoft CorpStock115,601$39.4M5.5%−3,030−2.6%ReducedHistory
AAPLApple Inc.Stock187,020$36.3M5.0%−5,059−2.6%ReducedHistory
AMZNAmazon Com IncStock213,943$27.9M3.9%−15,550−6.8%ReducedHistory
QCOMQualcomm IncStock187,060$22.3M3.1%+32,537+21.1%AddedHistory
FFord Motor CoStock1,394,218$21.1M2.9%−2,920−0.2%ReducedHistory
ORIOld Republic International CorpCOM836,816$21.1M2.9%+6,433+0.8%AddedHistory
MDTMedtronic plcStock222,399$19.6M2.7%+2,006+0.9%AddedHistory
CSCOCisco Systems, Inc.Stock369,750$19.1M2.6%+3,243+0.9%AddedHistory
CMCSAComcast CorpStock455,415$18.9M2.6%+4,038+0.9%AddedHistory
AVGOBroadcom Inc.Stock21,722$18.8M2.6%−10,785−33.2%ReducedHistory
CMICummins IncStock76,569$18.8M2.6%+714+0.9%AddedHistory
CVXChevron CorpStock118,838$18.7M2.6%+15,044+14.5%AddedHistory
AMTAmerican Tower CorpREIT94,821$18.4M2.5%+21,228+28.8%AddedHistory
ETNEaton Corp plcStock91,415$18.4M2.5%−17,495−16.1%ReducedHistory
ABBVAbbVie Inc.Stock135,673$18.3M2.5%+134,327+9,979.7%AddedHistory
TGTTarget CorpStock133,504$17.6M2.4%+28,770+27.5%AddedHistory
SJMJ M SMUCKER CoStock117,544$17.4M2.4%+1,095+0.9%AddedHistory
JNJJohnson & JohnsonStock103,695$17.2M2.4%+884+0.9%AddedHistory
CBChubb LtdStock87,223$16.8M2.3%+787+0.9%AddedHistory
NEENextera Energy IncStock224,775$16.7M2.3%+35,729+18.9%AddedHistory
COSTCostco Wholesale CorpStock29,049$15.6M2.2%−42−0.1%ReducedHistory
NWPXNWPX Infrastructure, Inc.COM500,654$15.1M2.1%−926−0.2%ReducedHistory
GOOGAlphabet Inc.Stock124,968$15.1M2.1%−4,073−3.2%ReducedHistory
INMDInMode Ltd.SHS373,741$14.0M1.9%+16,661+4.7%AddedHistory
PXDPioneer Natural Resources CoCOM61,875$12.8M1.8%+222+0.4%AddedHistory
PYPLPayPal Holdings, Inc.Stock188,745$12.6M1.7%+188,745NewHistory
ATVIActivision Blizzard, Inc.COM140,879$11.9M1.6%+395+0.3%AddedHistory
DBXDropbox, Inc.CL A429,990$11.5M1.6%+1,107+0.3%AddedHistory
ACNAccenture plcStock36,452$11.2M1.6%+33+0.1%AddedHistory
CTRACoterra Energy Inc.Stock424,829$10.7M1.5%+89,218+26.6%AddedHistory
DISWalt Disney CoStock116,344$10.4M1.4%+26,922+30.1%AddedHistory
VanEck Vectors ETF Tr92189F817VIETNAM ETF705,157$9.38M1.3%+705,157New–
CIENCiena CorpCOM NEW217,135$9.23M1.3%+217,135NewHistory
RYAMRayonier Advanced Materials Inc.COM1,843,786$7.89M1.1%+2,111+0.1%AddedHistory
RELLRichardson Electronics, Ltd.COM471,882$7.79M1.1%+471,882NewHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS114,991$6.64M0.9%+3,058+2.7%Added–
ARK ETF Tr00214Q302GENOMIC REV ETF181,642$6.19M0.9%+605+0.3%Added–
AEOAmerican Eagle Outfitters IncCOM523,682$6.18M0.9%+523,682NewHistory
SPYSPDR S&P 500 ETF TrustETF13,862$6.14M0.9%+517+3.9%AddedHistory
RBOTVicarious Surgical Inc.COM CL A2,907,069$5.32M0.7%+37,788+1.3%AddedHistory
SNOWSnowflake Inc.Stock23,013$4.05M0.6%+362+1.6%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF51,734$3.47M0.5%+488+1.0%Added–
iShares Tr464288646ISHS 1-5YR INVS66,501$3.34M0.5%+269+0.4%Added–
EXPDExpeditors International of Washington IncCOM24,000$2.91M0.4%00.0%UnchangedHistory
TSLATesla, Inc.Stock10,003$2.62M0.4%+558+5.9%AddedHistory
Victory Portfolios II92647N667VICSHS DV AC ETF55,713$2.58M0.4%+55,713New–
RACEFerrari N.V.COM6,474$2.11M0.3%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF3,153$1.41M0.2%00.0%Unchanged–
METAMeta Platforms, Inc.Stock3,846$1.10M0.2%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF5,993$1.04M0.1%+59+1.0%Added–
VVisa Inc.Stock4,062$964.6K0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF14,890$751.2K0.1%+138+0.9%Added–
BABoeing CoStock3,507$740.6K0.1%−39,808−91.9%ReducedHistory
Schwab Fundamental International Equity ETF808524755ETF22,172$715.9K0.1%+193+0.9%Added–
Schwab U.S. REIT ETF808524847ETF35,215$687.7K0.1%+413+1.2%Added–
SBUXStarbucks CorpStock6,916$685.1K0.1%−24−0.3%ReducedHistory
XOMExxonMobil Holdings CorpCOM6,385$684.8K0.1%00.0%UnchangedHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF26,895$631.0K0.1%+254+1.0%Added–
Schwab U.S. Small-Cap ETF808524607ETF14,352$628.6K0.1%+160+1.1%Added–
Vanguard Morningstar Value ETF922908744ETF4,060$576.9K0.1%+4,060New–
Invesco QQQ Trust Series I46090E103ETF1,503$555.2K0.1%00.0%Unchanged–
CPRTCopart IncCOM5,840$532.7K0.1%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock642$506.3K0.1%00.0%UnchangedHistory
MCOMoodys CorpStock1,417$492.7K0.1%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock3,780$452.5K0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,390$450.0K0.1%00.0%Unchanged–
ABNBAirbnb, Inc.Stock3,439$440.7K0.1%+888+34.8%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,555$406.5K0.1%+1+0.1%Added–
Schwab U.S. Large-Cap ETF808524201ETF7,119$372.8K0.1%−51,033−87.8%Reduced–
LOWLowes Companies IncStock1,649$372.2K0.1%00.0%UnchangedHistory
DEDeere & CoStock887$359.4K<0.1%00.0%UnchangedHistory
NFLXNetflix IncStock771$339.6K<0.1%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF3,249$323.8K<0.1%00.0%Unchanged–
DHRDanaher CorpStock1,282$307.7K<0.1%−243−15.9%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF1,057$299.1K<0.1%+1,057New–
DVNDevon Energy CorpStock5,851$282.8K<0.1%+1,048+21.8%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF1,332$264.9K<0.1%+1,332New–
ENVXEnovix CorpCOM14,545$262.4K<0.1%+274+1.9%AddedHistory
Schwab US Dividend Equity ETF808524797ETF3,582$260.1K<0.1%−641−15.2%Reduced–
PLUGPlug Power IncStock24,886$258.6K<0.1%+24,886NewHistory
CCitigroup IncStock5,533$254.7K<0.1%00.0%UnchangedHistory
RMDResmed IncCOM1,165$254.6K<0.1%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock1,725$253.4K<0.1%+1,725NewHistory
ORGNOrigin Materials, Inc.COM50,271$214.2K<0.1%+29,293+139.6%AddedHistory
BHPBHP Group LtdADR3,500$208.8K<0.1%00.0%UnchangedHistory
MPMP Materials Corp.COM CL A9,005$206.0K<0.1%+9,005NewHistory
NUNu Holdings Ltd.ORD SHS CL A17,529$138.3K<0.1%00.0%UnchangedHistory
CLIRClearSign Technologies CorpCOM100,000$131.0K<0.1%00.0%UnchangedHistory
DSXDiana Shipping Inc.COM30,000$110.7K<0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (2)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of DDD Partners, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
NVSNovartis AGADR199,946$18.4M2.9%History
PFEPfizer IncStock5,335$217.7K<0.1%History