DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 31, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 112
- +10 vs. Q1 2025
- Portfolio value
- $932.7M
- +$109.7M (+13.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVXChevron Corp | Stock | 154,261 | $22.1M | 2.4% | +15,993+11.6% | Added | History |
| CMICummins Inc | Stock | 71,658 | $23.5M | 2.5% | +12,446+21.0% | Added | History |
| ELANElanco Animal Health Inc | COM | 1,644,428 | $23.5M | 2.5% | +151,436+10.1% | Added | History |
| QCOMQualcomm Inc | Stock | 154,437 | $24.6M | 2.6% | +35,178+29.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 360,645 | $25.0M | 2.7% | +9,548+2.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 25,839 | $25.6M | 2.7% | +29+0.1% | Added | History |
| AVGOBroadcom Inc. | Stock | 108,707 | $30.0M | 3.2% | +15,232+16.3% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,196,005 | $31.7M | 3.4% | +1,164,306+3,673.0% | Added | – |
| AAPLApple Inc. | Stock | 157,356 | $32.3M | 3.5% | +1,518+1.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 174,061 | $38.2M | 4.1% | +2,485+1.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 138,935 | $67.5M | 7.2% | +8,029+6.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 181,925 | $90.5M | 9.7% | +46,147+34.0% | Added | History |
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 247,344 | $22.2M | 2.7% | History |
| GISGeneral Mills Inc | Stock | 364,848 | $21.8M | 2.7% | History |
| TGTTarget Corp | Stock | 160,725 | $16.8M | 2.0% | History |
| ONOn Semiconductor Corp | Stock | 345,208 | $14.0M | 1.7% | History |
| GMABGenmab A/S | SPONSORED ADS | 601,050 | $11.8M | 1.4% | History |
| GTLSChart Industries Inc | COM | 56,710 | $8.19M | 1.0% | History |
| PFEPfizer Inc | Stock | 32,237 | $816.9K | 0.1% | History |
| ARLOArlo Technologies, Inc. | COM | 62,658 | $618.4K | 0.1% | History |
| ENPHEnphase Energy, Inc. | Stock | 4,275 | $265.3K | <0.1% | History |
| AGNCAGNC Investment Corp. | REIT | 18,058 | $173.0K | <0.1% | History |