DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 129
- +17 vs. Q2 2025
- Portfolio value
- $1.57B
- +$641.4M (+68.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CMECME Group Inc. | COM | 65,430 | $17.7M | 1.1% | +65,430 | New | History |
| VZVerizon Communications Inc | Stock | 416,063 | $18.3M | 1.2% | +416,063 | New | History |
| DHRDanaher Corp | Stock | 92,270 | $18.3M | 1.2% | +91,092+7,732.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 270,751 | $18.5M | 1.2% | −89,894−24.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 46,123 | $18.7M | 1.2% | −2,999−6.1% | Reduced | History |
| GPCGenuine Parts Co | Stock | 136,549 | $18.9M | 1.2% | +136,549 | New | History |
| KMIKinder Morgan, Inc. | Stock | 676,125 | $19.1M | 1.2% | +676,125 | New | History |
| PEPPepsiCo Inc | Stock | 136,557 | $19.2M | 1.2% | +136,557 | New | History |
| PLDPrologis, Inc. | REIT | 168,071 | $19.2M | 1.2% | +168,071 | New | History |
| CMICummins Inc | Stock | 45,887 | $19.4M | 1.2% | −25,771−36.0% | Reduced | History |
| CVXChevron Corp | Stock | 124,991 | $19.4M | 1.2% | −29,270−19.0% | Reduced | History |
| QCOMQualcomm Inc | Stock | 118,202 | $19.7M | 1.2% | −36,235−23.5% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 172,033 | $19.7M | 1.3% | +172,033 | New | History |
| ABBVAbbVie Inc. | Stock | 88,406 | $20.5M | 1.3% | −18,274−17.1% | Reduced | History |
| CBChubb Ltd | Stock | 72,979 | $20.6M | 1.3% | +2,230+3.2% | Added | History |
| ORIOld Republic International Corp | COM | 488,558 | $20.7M | 1.3% | −63,227−11.5% | Reduced | History |
| BACBank of America Corp | Stock | 404,353 | $20.9M | 1.3% | +398,488+6,794.3% | Added | History |
| DINOHF Sinclair Corp | COM | 416,149 | $21.8M | 1.4% | +11,111+2.7% | Added | History |
| NVDANVIDIA Corp | Stock | 119,313 | $22.3M | 1.4% | +4,938+4.3% | Added | History |
| NWPXNWPX Infrastructure, Inc. | COM | 446,637 | $23.6M | 1.5% | −636−0.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 25,966 | $24.0M | 1.5% | +127+0.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 33,136 | $24.3M | 1.5% | +29,729+872.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 110,738 | $27.0M | 1.7% | +2,710+2.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 86,633 | $28.6M | 1.8% | −22,074−20.3% | Reduced | History |
| ELANElanco Animal Health Inc | COM | 1,753,369 | $35.3M | 2.2% | +108,941+6.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 178,754 | $39.2M | 2.5% | +4,693+2.7% | Added | History |
| AAPLApple Inc. | Stock | 160,529 | $40.9M | 2.6% | +3,173+2.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 128,370 | $64.5M | 4.1% | −10,565−7.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,143,636 | $592.3M | 37.6% | +961,711+528.6% | Added | History |
Sold out since Q2 2025 (9)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 215,816 | $21.8M | 2.3% | History |
| CMCSAComcast Corp | Stock | 579,545 | $20.7M | 2.2% | History |
| SOSouthern Co | Stock | 219,704 | $20.2M | 2.2% | History |
| CVSCVS Health Corp | Stock | 184,959 | $12.8M | 1.4% | History |
| CTRACoterra Energy Inc. | Stock | 490,124 | $12.4M | 1.3% | History |
| CIENCiena Corp | COM NEW | 113,135 | $9.20M | 1.0% | History |
| TWLOTwilio Inc | CL A | 18,487 | $2.30M | 0.2% | History |
| RPDRapid7, Inc. | COM | 36,563 | $845.7K | 0.1% | History |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 10,480 | $442.9K | <0.1% | – |