DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 102
- +4 vs. Q4 2024
- Portfolio value
- $823.1M
- +$9.33M (+1.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 130,906 | $69.7M | 8.5% | −5,209−3.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 135,778 | $51.0M | 6.2% | −308−0.2% | Reduced | History |
| AAPLApple Inc. | Stock | 155,838 | $34.6M | 4.2% | −8,785−5.3% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 171,576 | $32.6M | 4.0% | −10,552−5.8% | Reduced | History |
| CBChubb Ltd | Stock | 81,418 | $24.6M | 3.0% | −2,903−3.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 25,810 | $24.4M | 3.0% | −337−1.3% | Reduced | History |
| ORIOld Republic International Corp | COM | 620,574 | $24.3M | 3.0% | −21,937−3.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 145,274 | $24.1M | 2.9% | +48,774+50.5% | Added | History |
| CMCSAComcast Corp | Stock | 641,233 | $23.7M | 2.9% | +101,328+18.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 112,523 | $23.6M | 2.9% | −12,822−10.2% | Reduced | History |
| SOSouthern Co | Stock | 251,582 | $23.1M | 2.8% | −8,447−3.2% | Reduced | History |
| CVXChevron Corp | Stock | 138,268 | $23.1M | 2.8% | +11,508+9.1% | Added | History |
| MDTMedtronic plc | Stock | 247,344 | $22.2M | 2.7% | −6,671−2.6% | Reduced | History |
| GISGeneral Mills Inc | Stock | 364,848 | $21.8M | 2.7% | +23,374+6.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 351,097 | $21.7M | 2.6% | −50,458−12.6% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 186,069 | $20.5M | 2.5% | +186,069 | New | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 285,521 | $20.1M | 2.4% | +187,292+190.7% | Added | History |
| CMICummins Inc | Stock | 59,212 | $18.6M | 2.3% | −5,648−8.7% | Reduced | History |
| NWPXNWPX Infrastructure, Inc. | COM | 448,524 | $18.5M | 2.3% | −3,085−0.7% | Reduced | History |
| QCOMQualcomm Inc | Stock | 119,259 | $18.3M | 2.2% | −4,050−3.3% | Reduced | History |
| INMDInMode Ltd. | SHS | 989,903 | $17.6M | 2.1% | +382,938+63.1% | Added | History |
| DINOHF Sinclair Corp | COM | 516,024 | $17.0M | 2.1% | +335,262+185.5% | Added | History |
| TGTTarget Corp | Stock | 160,725 | $16.8M | 2.0% | −5,243−3.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 105,527 | $16.5M | 2.0% | −11,673−10.0% | Reduced | History |
| ELANElanco Animal Health Inc | COM | 1,492,992 | $15.7M | 1.9% | +999,716+202.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 93,475 | $15.7M | 1.9% | −1,937−2.0% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 345,208 | $14.0M | 1.7% | +181,199+110.5% | Added | History |
| CTRACoterra Energy Inc. | Stock | 478,938 | $13.8M | 1.7% | +54,497+12.8% | Added | History |
| RELLRichardson Electronics, Ltd. | COM | 1,151,553 | $12.9M | 1.6% | −10,072−0.9% | Reduced | History |
| CVSCVS Health Corp | Stock | 180,442 | $12.2M | 1.5% | +180,442 | New | History |
| GMABGenmab A/S | SPONSORED ADS | 601,050 | $11.8M | 1.4% | +374,976+165.9% | Added | History |
| NVDANVIDIA Corp | Stock | 104,767 | $11.4M | 1.4% | −25,397−19.5% | Reduced | History |
| RTXRTX Corp | Stock | 79,695 | $10.6M | 1.3% | −51,127−39.1% | Reduced | History |
| GTLSChart Industries Inc | COM | 56,710 | $8.19M | 1.0% | −14,721−20.6% | Reduced | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 137,952 | $8.10M | 1.0% | +25,361+22.5% | Added | – |
| CIENCiena Corp | COM NEW | 110,476 | $6.68M | 0.8% | −13,517−10.9% | Reduced | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 32,700 | $6.67M | 0.8% | +32,700 | New | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 79,219 | $6.25M | 0.8% | +14,349+22.1% | Added | – |
| Victory Portfolios II92647N667 | VICSHS DV AC ETF | 98,071 | $5.07M | 0.6% | −88,124−47.3% | Reduced | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 44,239 | $4.22M | 0.5% | +7,951+21.9% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,435 | $4.16M | 0.5% | −11,437−60.6% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 129,417 | $3.44M | 0.4% | +3,142+2.5% | Added | – |
| EXPDExpeditors International of Washington Inc | COM | 24,000 | $2.89M | 0.4% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 6,474 | $2.77M | 0.3% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 3,637 | $2.10M | 0.3% | +58+1.6% | Added | History |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 59,782 | $2.05M | 0.2% | +1,573+2.7% | Added | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 19,246 | $1.86M | 0.2% | +507+2.7% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,810 | $1.82M | 0.2% | +246+2.9% | Added | – |
| UBERUber Technologies, Inc | Stock | 22,251 | $1.62M | 0.2% | +7,417+50.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 2,581 | $1.45M | 0.2% | +15+0.6% | Added | – |
| RBOTVicarious Surgical Inc. | COM CL A NEW | 213,824 | $1.40M | 0.2% | +28,357+15.3% | Added | History |
| TSLATesla, Inc. | Stock | 5,134 | $1.33M | 0.2% | −1,852−26.5% | Reduced | History |
| VVisa Inc. | Stock | 3,644 | $1.28M | 0.2% | −12−0.3% | Reduced | History |
| RYAMRayonier Advanced Materials Inc. | COM | 200,000 | $1.15M | 0.1% | −550−0.3% | Reduced | History |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 39,559 | $1.08M | 0.1% | +954+2.5% | Added | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 29,623 | $1.07M | 0.1% | +720+2.5% | Added | – |
| SNOWSnowflake Inc. | Stock | 7,299 | $1.07M | 0.1% | +925+14.5% | Added | History |
| SYMSymbotic Inc. | Stock | 48,073 | $971.6K | 0.1% | +19,091+65.9% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 31,699 | $886.3K | 0.1% | +453+1.4% | Added | – |
| PFEPfizer Inc | Stock | 32,237 | $816.9K | 0.1% | +32,237 | New | History |
| XOMExxonMobil Holdings Corp | COM | 6,811 | $810.1K | 0.1% | +96+1.4% | Added | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 35,741 | $742.0K | 0.1% | +7,294+25.6% | Added | – |
| OXYOccidental Petroleum Corp | Stock | 14,570 | $719.2K | 0.1% | +14,570 | New | History |
| ARLOArlo Technologies, Inc. | COM | 62,658 | $618.4K | 0.1% | +62,658 | New | History |
| MCOMoodys Corp | Stock | 1,310 | $610.1K | 0.1% | +18+1.4% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,490 | $602.8K | 0.1% | +10.0% | Added | – |
| CPRTCopart Inc | COM | 10,649 | $602.6K | 0.1% | +9+0.1% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 586 | $578.9K | 0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 3,389 | $578.0K | 0.1% | +38+1.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,686 | $570.1K | 0.1% | −219−5.6% | Reduced | History |
| IBITiShares Bitcoin Trust ETF | ETF | 11,927 | $558.3K | 0.1% | +263+2.3% | Added | History |
| SBUXStarbucks Corp | Stock | 5,595 | $548.8K | 0.1% | −591−9.6% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,117 | $523.8K | 0.1% | −402−26.5% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,116 | $455.0K | 0.1% | 00.0% | Unchanged | – |
| ETNEaton Corp plc | Stock | 1,643 | $446.6K | 0.1% | −38−2.3% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 18,929 | $418.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,146 | $417.0K | 0.1% | −64−0.9% | Reduced | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,171 | $412.9K | 0.1% | +90+8.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 488 | $388.5K | <0.1% | −37−7.0% | Reduced | History |
| DEDeere & Co | Stock | 822 | $385.8K | <0.1% | −94−10.3% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,039 | $385.4K | <0.1% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 1,451 | $355.9K | <0.1% | +35+2.5% | Added | History |
| LOWLowes Companies Inc | Stock | 1,515 | $353.3K | <0.1% | +6+0.4% | Added | History |
| DVNDevon Energy Corp | Stock | 9,280 | $347.1K | <0.1% | +9,280 | New | History |
| MPMP Materials Corp. | COM CL A | 13,810 | $337.1K | <0.1% | −61−0.4% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 642 | $318.0K | <0.1% | +642 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,959 | $309.4K | <0.1% | −35−1.2% | Reduced | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,410 | $297.4K | <0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 805 | $295.0K | <0.1% | +805 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 4,275 | $265.3K | <0.1% | +1,351+46.2% | Added | History |
| BACBank of America Corp | Stock | 6,112 | $255.1K | <0.1% | +136+2.3% | Added | History |
| DHRDanaher Corp | Stock | 1,189 | $243.7K | <0.1% | +17+1.5% | Added | History |
| RMDResmed Inc | COM | 1,061 | $237.5K | <0.1% | −2−0.2% | Reduced | History |
| ABNBAirbnb, Inc. | Stock | 1,965 | $234.7K | <0.1% | −149−7.0% | Reduced | History |
| ENVXEnovix Corp | COM | 31,461 | $230.9K | <0.1% | +1,764+5.9% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 804 | $221.1K | <0.1% | −6−0.7% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 398 | $204.8K | <0.1% | 00.0% | Unchanged | – |
| AGNCAGNC Investment Corp. | REIT | 18,058 | $173.0K | <0.1% | 00.0% | Unchanged | History |
| ETHAiShares Ethereum Trust ETF | SHS | 12,116 | $167.4K | <0.1% | +12,116 | New | History |
| CLIRClearSign Technologies Corp | COM | 115,000 | $86.3K | <0.1% | +10,000+9.5% | Added | History |
Sold out since Q4 2024 (6)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 97,466 | $22.0M | 2.7% | History |
| EXPEExpedia Group, Inc. | Stock | 87,749 | $16.4M | 2.0% | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,231 | $684.4K | 0.1% | – |
| ADPTAdaptive Biotechnologies Corp | COM | 64,747 | $388.2K | <0.1% | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,680 | $370.2K | <0.1% | – |
| iShares S&P 100 ETF464287101 | ETF | 714 | $206.2K | <0.1% | – |