DDD Partners, LLC
- SEC CIK
- 0001729673
- Latest filing
- Aug 5, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 28, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 134
- +4 vs. Q4 2025
- Portfolio value
- $1.44B
- −$129.7M (−8.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TELTE Connectivity plc | Stock | 74,424 | $15.6M | 1.1% | +74,424 | New | History |
| BABoeing Co | Stock | 80,762 | $16.1M | 1.1% | +3,938+5.1% | Added | History |
| HUBBHubbell Inc | COM | 33,656 | $16.5M | 1.1% | +266+0.8% | Added | History |
| HDHome Depot, Inc. | Stock | 54,369 | $17.9M | 1.2% | +7,755+16.6% | Added | History |
| AMRZAmrize Ltd | SHS | 324,803 | $18.2M | 1.3% | +324,803 | New | History |
| WSOWatsco Inc | COM | 50,496 | $18.4M | 1.3% | +50,496 | New | History |
| METAMeta Platforms, Inc. | Stock | 32,584 | $18.6M | 1.3% | −314−1.0% | Reduced | History |
| EMNEastman Chemical Co | Stock | 251,859 | $19.2M | 1.3% | +10,197+4.2% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 574,445 | $19.3M | 1.3% | −104,865−15.4% | Reduced | History |
| CMECME Group Inc. | COM | 65,955 | $19.5M | 1.4% | +257+0.4% | Added | History |
| ORIOld Republic International Corp | COM | 492,132 | $19.6M | 1.4% | +1,759+0.4% | Added | History |
| QCOMQualcomm Inc | Stock | 152,568 | $19.6M | 1.4% | +33,971+28.6% | Added | History |
| PLDPrologis, Inc. | REIT | 149,140 | $19.7M | 1.4% | −19,746−11.7% | Reduced | History |
| ABTAbbott Laboratories | Stock | 193,543 | $19.9M | 1.4% | +63,383+48.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 91,397 | $19.9M | 1.4% | +2,757+3.1% | Added | History |
| BACBank of America Corp | Stock | 407,840 | $19.9M | 1.4% | +1,310+0.3% | Added | History |
| WECWec Energy Group, Inc. | Stock | 173,696 | $20.1M | 1.4% | +759+0.4% | Added | History |
| DHRDanaher Corp | Stock | 107,494 | $20.4M | 1.4% | +14,790+16.0% | Added | History |
| GPCGenuine Parts Co | Stock | 194,135 | $20.5M | 1.4% | +56,902+41.5% | Added | History |
| CBChubb Ltd | Stock | 63,278 | $20.6M | 1.4% | −10,193−13.9% | Reduced | History |
| CMICummins Inc | Stock | 38,505 | $20.7M | 1.4% | −7,622−16.5% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 26,920 | $20.8M | 1.4% | +2,846+11.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 273,604 | $21.2M | 1.5% | +1,161+0.4% | Added | History |
| PEPPepsiCo Inc | Stock | 137,730 | $21.4M | 1.5% | +471+0.3% | Added | History |
| CVXChevron Corp | Stock | 104,035 | $21.5M | 1.5% | −22,720−17.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 123,583 | $21.6M | 1.5% | +2,502+2.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 81,132 | $23.3M | 1.6% | +645+0.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 79,726 | $24.7M | 1.7% | −7,352−8.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 25,821 | $25.7M | 1.8% | −89−0.3% | Reduced | History |
| NWPXNWPX Infrastructure, Inc. | COM | 424,680 | $33.1M | 2.3% | −18,665−4.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 180,425 | $37.6M | 2.6% | +832+0.5% | Added | History |
| AAPLApple Inc. | Stock | 165,179 | $41.9M | 2.9% | +803+0.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 114,010 | $54.6M | 3.8% | +10.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 1,152,737 | $426.7M | 29.6% | +3,785+0.3% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| MSFTMicrosoft Corp | Stock | $8.92M | – |
Sold out since Q4 2025 (20)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 410,009 | $18.8M | 1.2% | History |
| PANWPalo Alto Networks Inc | Stock | 93,283 | $17.2M | 1.1% | History |
| VZVerizon Communications Inc | Stock | 418,222 | $17.0M | 1.1% | History |
| TMOThermo Fisher Scientific Inc. | Stock | 24,136 | $14.0M | 0.9% | History |
| CDNSCadence Design Systems Inc | Stock | 41,968 | $13.1M | 0.8% | History |
| ADBEAdobe Inc. | Stock | 13,476 | $4.72M | 0.3% | History |
| ACNAccenture plc | Stock | 9,090 | $2.44M | 0.2% | History |
| TGTTarget Corp | Stock | 24,011 | $2.35M | 0.1% | History |
| ALKTAlkami Technology, Inc. | Stock | 76,212 | $1.76M | 0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 7,133 | $1.61M | 0.1% | History |
| ABNBAirbnb, Inc. | Stock | 2,492 | $338.2K | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 2,129 | $289.5K | <0.1% | History |
| ENVXEnovix Corp | COM | 35,218 | $257.4K | <0.1% | History |
| MCKMcKesson Corp | Stock | 287 | $235.4K | <0.1% | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 480 | $230.7K | <0.1% | History |
| ATROAstronics Corp | COM | 4,189 | $227.2K | <0.1% | History |
| UALUnited Airlines Holdings, Inc. | COM | 1,903 | $212.8K | <0.1% | History |
| Vanguard World FD921910733 | ESG US STK ETF | 1,690 | $204.4K | <0.1% | – |
| IBMInternational Business Machines Corp | Stock | 689 | $204.1K | <0.1% | History |
| ACHRArcher Aviation Inc. | Stock | 23,954 | $180.1K | <0.1% | History |