DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 22, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 130
- +1 vs. Q3 2025
- Portfolio value
- $1.57B
- −$2.85M (−0.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 418,222 | $17.0M | 1.1% | +2,159+0.5% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 93,283 | $17.2M | 1.1% | +32,914+54.5% | Added | History |
| CMECME Group Inc. | COM | 65,698 | $17.9M | 1.1% | +268+0.4% | Added | History |
| WECWec Energy Group, Inc. | Stock | 172,937 | $18.2M | 1.2% | +904+0.5% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 24,074 | $18.6M | 1.2% | +2,713+12.7% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 679,310 | $18.7M | 1.2% | +3,185+0.5% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 410,009 | $18.8M | 1.2% | +410,009 | New | History |
| CVXChevron Corp | Stock | 126,755 | $19.3M | 1.2% | +1,764+1.4% | Added | History |
| PEPPepsiCo Inc | Stock | 137,259 | $19.7M | 1.3% | +702+0.5% | Added | History |
| ABBVAbbVie Inc. | Stock | 88,640 | $20.3M | 1.3% | +234+0.3% | Added | History |
| QCOMQualcomm Inc | Stock | 118,597 | $20.3M | 1.3% | +395+0.3% | Added | History |
| ELANElanco Animal Health Inc | COM | 927,018 | $21.0M | 1.3% | −826,351−47.1% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 272,443 | $21.0M | 1.3% | +1,692+0.6% | Added | History |
| DHRDanaher Corp | Stock | 92,704 | $21.2M | 1.4% | +434+0.5% | Added | History |
| PLDPrologis, Inc. | REIT | 168,886 | $21.6M | 1.4% | +815+0.5% | Added | History |
| NOWServiceNow, Inc. | Stock | 141,424 | $21.7M | 1.4% | +58,594+70.7% | AddedConverted for a 5-for-1 split | History |
| METAMeta Platforms, Inc. | Stock | 32,898 | $21.7M | 1.4% | −238−0.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 25,910 | $22.3M | 1.4% | −56−0.2% | Reduced | History |
| BACBank of America Corp | Stock | 406,530 | $22.4M | 1.4% | +2,177+0.5% | Added | History |
| ORIOld Republic International Corp | COM | 490,373 | $22.4M | 1.4% | +1,815+0.4% | Added | History |
| NVDANVIDIA Corp | Stock | 121,081 | $22.6M | 1.4% | +1,768+1.5% | Added | History |
| CBChubb Ltd | Stock | 73,471 | $22.9M | 1.5% | +492+0.7% | Added | History |
| CMICummins Inc | Stock | 46,127 | $23.5M | 1.5% | +240+0.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 80,487 | $25.3M | 1.6% | −30,251−27.3% | Reduced | History |
| NWPXNWPX Infrastructure, Inc. | COM | 443,345 | $27.7M | 1.8% | −3,292−0.7% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 87,078 | $30.1M | 1.9% | +445+0.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 179,593 | $41.5M | 2.6% | +839+0.5% | Added | History |
| AAPLApple Inc. | Stock | 164,376 | $44.7M | 2.8% | +3,847+2.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 114,009 | $57.3M | 3.6% | −14,361−11.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,148,952 | $555.7M | 35.4% | +5,316+0.5% | Added | History |
Sold out since Q3 2025 (14)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| LYBLyondellBasell Industries N.V. | SHS - A - | 292,750 | $14.4M | 0.9% | History |
| TXNTexas Instruments Inc | Stock | 59,137 | $10.9M | 0.7% | History |
| PYPLPayPal Holdings, Inc. | Stock | 36,567 | $2.45M | 0.2% | History |
| MOHMolina Healthcare, Inc. | COM | 9,107 | $1.74M | 0.1% | History |
| RGLDRoyal Gold Inc | Stock | 8,556 | $1.72M | 0.1% | History |
| SOCSable Offshore Corp. | COM SHS | 87,576 | $1.53M | 0.1% | History |
| CNRCore Natural Resources, Inc. | COM SHS | 14,257 | $1.19M | 0.1% | History |
| BCCBoise Cascade Co | COM | 14,432 | $1.12M | 0.1% | History |
| RBOTVicarious Surgical Inc. | COM CL A NEW | 187,265 | $1.03M | 0.1% | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,137 | $245.4K | <0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 299 | $223.3K | <0.1% | – |
| NFLXNetflix Inc | Stock | 168 | $201.4K | <0.1% | History |
| INMDInMode Ltd. | SHS | 12,015 | $179.0K | <0.1% | History |
| MVISMicrovision, Inc. | COM NEW | 23,361 | $29.0K | <0.1% | History |