DDD Partners, LLC

13F filer · CIK 0001729673

Reported Aug 5, 2026

Net buyer this quarter

13F portfolio value$1.6BU.S. long equity reported on 13F

Positions13336 new · 9 closed

Net flow last quarter+$34.8MBuys minus sells

Top 10 positions weight47.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 2026133 positions
MSFTMicrosoft Corp	$424M	26.44%	0.02%	-1.4%	Q4 2017
BRK.BBerkshire Hathaway Inc	$56.4M	3.52%	Not reported	-1.2%	Q4 2017
AAPLApple Inc.	$48.1M	3.00%	0.00%	+0.6%	Q4 2017
AMZNAmazon Com Inc	$44.1M	2.75%	0.00%	+2.7%	Q4 2017
NWPXNWPX Infrastructure, Inc.	$37.4M	2.33%	2.59%	-41.3%	Q4 2017
COSTCostco Wholesale Corp	$31.7M	1.98%	0.01%	+31.4%	Q4 2017
AVGOBroadcom Inc.	$30.5M	1.90%	0.00%	+1.3%	Q4 2021
GOOGAlphabet Inc.	$29M	1.81%	Not reported	+1.2%	Q3 2019
CMICummins Inc	$27.4M	1.71%	0.03%	-0.1%	Q3 2022
CSCOCisco Systems, Inc.	$25.2M	1.57%	0.01%	-21.5%	Q4 2020
DHRDanaher Corp	$25.1M	1.57%	0.02%	+22.8%	Q4 2021
MRKMerck & Co., Inc.	$24.5M	1.53%	0.01%	New	Q2 2026
NVDANvidia Corp	$23.6M	1.47%	0.00%	-4.5%	Q3 2022
BACBank of America Corp	$23.2M	1.45%	0.01%	0.0%	Q4 2019
GPCGenuine Parts Co	$22.9M	1.43%	0.14%	-0.1%	Q3 2025
TXNTexas Instruments Inc	$22.8M	1.42%	0.01%	Not reported	Q1 2024
MUMicron Technology Inc	$22.7M	1.42%	0.00%	New	Q2 2026
JHXJames Hardie Industries plc	$22.7M	1.42%	0.15%	New	Q2 2026
QCOMQualcomm Inc	$21.8M	1.36%	0.01%	-22.6%	Q4 2017
CBChubb Ltd	$21.5M	1.34%	0.02%	-0.1%	Q4 2017
RELLRichardson Electronics, Ltd.	$21.1M	1.32%	10.29%	-2.0%	Q2 2023
WSOWatsco Inc	$21M	1.31%	Not reported	-0.1%	Q1 2026
ORIOld Republic International Corp	$20.6M	1.28%	0.21%	+2.2%	Q3 2020
ELVElevance Health, Inc.	$20.6M	1.28%	0.02%	New	Q2 2026
HUBBHubbell Inc	$20.3M	1.26%	0.07%	+15.1%	Q2 2025
WECWec Energy Group, Inc.	$20.3M	1.26%	0.05%	-0.1%	Q3 2025
PLDPrologis, Inc.	$20.2M	1.26%	0.02%	-0.1%	Q3 2025
REGNRegeneron Pharmaceuticals, Inc.	$20.1M	1.26%	0.03%	+20.0%	Q2 2025
ONOn Semiconductor Corp	$19.7M	1.23%	0.05%	-13.3%	Q4 2024
BAMBrookfield Asset Management Ltd.	$19.5M	1.22%	Not reported	New	Q2 2026
METAMeta Platforms, Inc.	$18.7M	1.17%	Not reported	+1.9%	Q4 2017
PEPPepsico Inc	$18.6M	1.16%	0.01%	-0.1%	Q3 2025
AMRZAmrize Ltd	$18.6M	1.16%	0.06%	+7.6%	Q1 2026
UNHUnitedhealth Group Inc	$18.5M	1.15%	0.00%	+1.5%	Q2 2025
KMIKinder Morgan, Inc.	$18.4M	1.14%	0.03%	-0.1%	Q3 2025
APHAmphenol Corp	$18.2M	1.13%	0.01%	New	Q2 2026
EMNEastman Chemical Co	$18.1M	1.13%	0.24%	+7.2%	Q4 2025
BABoeing Co	$17.9M	1.12%	0.01%	+2.3%	Q4 2021
ESIElement Solutions Inc	$17.3M	1.08%	0.15%	-0.5%	Q1 2026
CVXChevron Corp	$17.2M	1.07%	0.01%	-0.1%	Q4 2021
FFIVF5, Inc.	$16.9M	1.06%	0.07%	New	Q2 2026
DISWalt Disney Co	$16.5M	1.03%	0.01%	+27.7%	Q1 2018
ELANElanco Animal Health Inc	$15.1M	0.94%	0.12%	-0.5%	Q4 2024
DINOHF Sinclair Corp	$15M	0.93%	0.12%	-0.5%	Q2 2024
HUMHumana Inc	$4.19M	0.26%	0.01%	New	Q2 2026
EXPDExpeditors International of Washington Inc	$4.12M	0.26%	0.02%	0.0%	Q4 2017
HPEHewlett Packard Enterprise Co	$3.76M	0.23%	0.01%	New	Q2 2026
UNFUnifirst Corp	$3.71M	0.23%	0.07%	+0.2%	Q4 2025
PSMTPricesmart Inc	$3.69M	0.23%	0.06%	+0.3%	Q1 2026
SYMSymbotic Inc.	$3.41M	0.21%	0.01%	+70.8%	Q3 2024

Q1 2026Reported Apr 28, 2026106 positions
MSFTMicrosoft Corp	$427M	29.42%	0.02%	+0.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$54.6M	3.77%	Not reported	0.0%	Q4 2017
AAPLApple Inc.	$41.9M	2.89%	0.00%	+0.5%	Q4 2017
AMZNAmazon Com Inc	$37.6M	2.59%	0.00%	+0.5%	Q4 2017
NWPXNWPX Infrastructure, Inc.	$33.1M	2.28%	4.41%	-4.2%	Q4 2017
COSTCostco Wholesale Corp	$25.7M	1.77%	0.01%	-0.3%	Q4 2017
AVGOBroadcom Inc.	$24.7M	1.70%	0.00%	-8.4%	Q4 2021
GOOGAlphabet Inc.	$23.3M	1.60%	Not reported	+0.8%	Q3 2019
NVDANvidia Corp	$21.6M	1.49%	0.00%	+2.1%	Q3 2022
CVXChevron Corp	$21.5M	1.48%	0.01%	-17.9%	Q4 2021
PEPPepsico Inc	$21.4M	1.47%	0.01%	+0.3%	Q3 2025
CSCOCisco Systems, Inc.	$21.2M	1.46%	0.01%	+0.4%	Q4 2020
REGNRegeneron Pharmaceuticals, Inc.	$20.8M	1.43%	0.03%	+11.8%	Q2 2025
CMICummins Inc	$20.7M	1.43%	0.03%	-16.5%	Q3 2022
CBChubb Ltd	$20.6M	1.42%	0.02%	-13.9%	Q4 2017
GPCGenuine Parts Co	$20.5M	1.42%	0.14%	+41.5%	Q3 2025
DHRDanaher Corp	$20.4M	1.41%	0.02%	+16.0%	Q4 2021
WECWec Energy Group, Inc.	$20.1M	1.39%	0.05%	+0.4%	Q3 2025
BACBank of America Corp	$19.9M	1.37%	0.01%	+0.3%	Q4 2019
ABBVAbbVie Inc.	$19.9M	1.37%	0.01%	+3.1%	Q4 2022
ABTAbbott Laboratories	$19.9M	1.37%	0.01%	+48.7%	Q2 2025
PLDPrologis, Inc.	$19.7M	1.36%	0.02%	-11.7%	Q3 2025
QCOMQualcomm Inc	$19.6M	1.35%	0.01%	+28.6%	Q4 2017
ORIOld Republic International Corp	$19.6M	1.35%	0.20%	+0.4%	Q3 2020
CMECme Group Inc.	$19.5M	1.34%	0.02%	+0.4%	Q3 2025
KMIKinder Morgan, Inc.	$19.3M	1.33%	0.03%	-15.4%	Q3 2025
EMNEastman Chemical Co	$19.2M	1.33%	0.22%	+4.2%	Q4 2025
METAMeta Platforms, Inc.	$18.6M	1.29%	Not reported	-1.0%	Q4 2017
WSOWatsco Inc	$18.4M	1.27%	Not reported	New	Q1 2026
AMRZAmrize Ltd	$18.2M	1.25%	0.06%	New	Q1 2026
HDHome Depot, Inc.	$17.9M	1.23%	0.01%	+16.6%	Q1 2025
HUBBHubbell Inc	$16.5M	1.14%	0.06%	+0.8%	Q2 2025
BABoeing Co	$16.1M	1.11%	0.01%	+5.1%	Q4 2021
TELTE Connectivity plc	$15.6M	1.07%	0.03%	New	Q1 2026
ONOn Semiconductor Corp	$14.9M	1.02%	0.06%	Not reported	Q4 2024
ELANElanco Animal Health Inc	$14.8M	1.02%	0.12%	-33.3%	Q4 2024
NOWServiceNow, Inc.	$14.3M	0.98%	0.01%	-3.5%	Q3 2024
DINOHF Sinclair Corp	$13.5M	0.93%	0.12%	-25.7%	Q2 2024
DISWalt Disney Co	$13M	0.89%	0.01%	Not reported	Q1 2018
ESIElement Solutions Inc	$12.4M	0.86%	0.15%	New	Q1 2026
RELLRichardson Electronics, Ltd.	$12.4M	0.86%	10.50%	Not reported	Q2 2023
UNHUnitedhealth Group Inc	$11.9M	0.82%	0.00%	+48.5%	Q2 2025
MTHMeritage Homes CORP	$11.7M	0.81%	0.28%	New	Q1 2026
HIIHuntington Ingalls Industries, Inc.	$9.88M	0.68%	0.07%	-42.6%	Q1 2025
ALGNAlign Technology Inc	$4.53M	0.31%	0.04%	+179.1%	Q3 2025
BKRBaker Hughes Co	$4.49M	0.31%	0.01%	+2.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$4.11M	0.28%	Not reported	+1.3%	Q2 2019
EXPDExpeditors International of Washington Inc	$3.62M	0.25%	0.02%	Not reported	Q4 2017
OXYOccidental Petroleum Corp	$3.57M	0.25%	0.01%	-23.1%	Q4 2017
SIISprott Inc.	$3.56M	0.25%	0.10%	+3.3%	Q3 2025

Q4 2025Reported Jan 22, 2026104 positions
MSFTMicrosoft Corp	$556M	35.36%	0.02%	+0.5%	Q4 2017
BRK.BBerkshire Hathaway Inc	$57.3M	3.65%	Not reported	-11.2%	Q4 2017
AAPLApple Inc.	$44.7M	2.84%	0.00%	+2.4%	Q4 2017
AMZNAmazon Com Inc	$41.5M	2.64%	0.00%	+0.5%	Q4 2017
AVGOBroadcom Inc.	$30.1M	1.92%	0.00%	+0.5%	Q4 2021
NWPXNWPX Infrastructure, Inc.	$27.7M	1.76%	4.62%	-0.7%	Q4 2017
GOOGAlphabet Inc.	$25.3M	1.61%	Not reported	-27.3%	Q3 2019
CMICummins Inc	$23.5M	1.50%	0.03%	+0.5%	Q3 2022
CBChubb Ltd	$22.9M	1.46%	0.02%	+0.7%	Q4 2017
NVDANvidia Corp	$22.6M	1.44%	0.00%	+1.5%	Q3 2022
ORIOld Republic International Corp	$22.4M	1.42%	0.20%	+0.4%	Q3 2020
BACBank of America Corp	$22.4M	1.42%	0.01%	+0.5%	Q4 2019
COSTCostco Wholesale Corp	$22.3M	1.42%	0.01%	-0.2%	Q4 2017
METAMeta Platforms, Inc.	$21.7M	1.38%	Not reported	-0.7%	Q4 2017
NOWServiceNow, Inc.	$21.7M	1.38%	0.01%	+70.7%	Q3 2024
PLDPrologis, Inc.	$21.6M	1.37%	0.02%	+0.5%	Q3 2025
DHRDanaher Corp	$21.2M	1.35%	0.01%	+0.5%	Q4 2021
CSCOCisco Systems, Inc.	$21M	1.34%	0.01%	+0.6%	Q4 2020
ELANElanco Animal Health Inc	$21M	1.34%	0.19%	-47.1%	Q4 2024
QCOMQualcomm Inc	$20.3M	1.29%	0.01%	+0.3%	Q4 2017
ABBVAbbVie Inc.	$20.3M	1.29%	0.01%	+0.3%	Q4 2022
PEPPepsico Inc	$19.7M	1.25%	0.01%	+0.5%	Q3 2025
CVXChevron Corp	$19.3M	1.23%	0.01%	+1.4%	Q4 2021
BNBROOKFIELD Corp	$18.8M	1.20%	Not reported	New	Q4 2025
KMIKinder Morgan, Inc.	$18.7M	1.19%	0.03%	+0.5%	Q3 2025
REGNRegeneron Pharmaceuticals, Inc.	$18.6M	1.18%	0.03%	+12.7%	Q2 2025
WECWec Energy Group, Inc.	$18.2M	1.16%	0.05%	+0.5%	Q3 2025
CMECme Group Inc.	$17.9M	1.14%	0.02%	+0.4%	Q3 2025
PANWPalo Alto Networks Inc	$17.2M	1.09%	0.01%	+54.5%	Q3 2025
VZVerizon Communications Inc	$17M	1.08%	0.01%	+0.5%	Q3 2025
GPCGenuine Parts Co	$16.9M	1.07%	0.10%	+0.5%	Q3 2025
BABoeing Co	$16.7M	1.06%	0.01%	+2146.3%	Q4 2021
ABTAbbott Laboratories	$16.3M	1.04%	0.01%	+0.4%	Q2 2025
HDHome Depot, Inc.	$16M	1.02%	0.00%	+1.1%	Q1 2025
EMNEastman Chemical Co	$15.4M	0.98%	0.21%	New	Q4 2025
HIIHuntington Ingalls Industries, Inc.	$15.4M	0.98%	0.12%	+0.1%	Q1 2025
HUBBHubbell Inc	$14.8M	0.94%	0.06%	+0.2%	Q2 2025
TMOThermo Fisher Scientific Inc.	$14M	0.89%	0.01%	-0.3%	Q2 2025
DINOHF Sinclair Corp	$13.4M	0.85%	0.16%	-30.1%	Q2 2024
CDNSCadence Design Systems Inc	$13.1M	0.83%	0.02%	+27.4%	Q3 2025
UBERUber Technologies, Inc	$12.9M	0.82%	0.01%	-9.4%	Q3 2024
RELLRichardson Electronics, Ltd.	$12.3M	0.78%	10.50%	-0.6%	Q2 2023
RTXRTX Corp	$11.6M	0.74%	0.00%	-25.8%	Q4 2023
UNHUnitedhealth Group Inc	$9.76M	0.62%	0.00%	-31.9%	Q2 2025
ADBEAdobe Inc.	$4.72M	0.30%	0.00%	+108.4%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$4.26M	0.27%	Not reported	+12.3%	Q2 2019
EXPDExpeditors International of Washington Inc	$3.77M	0.24%	0.02%	+5.3%	Q4 2017
ISRGIntuitive Surgical Inc	$3.61M	0.23%	0.00%	+15.7%	Q3 2021
BKRBaker Hughes Co	$3.26M	0.21%	0.01%	Not reported	Q4 2023
OXYOccidental Petroleum Corp	$2.94M	0.19%	0.01%	+2.6%	Q4 2017

Q3 2025Reported Nov 6, 2025102 positions
MSFTMicrosoft Corp	$592M	37.63%	0.02%	+528.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$64.5M	4.10%	Not reported	-7.6%	Q4 2017
AAPLApple Inc.	$40.9M	2.60%	0.00%	+2.0%	Q4 2017
AMZNAmazon Com Inc	$39.2M	2.49%	0.00%	+2.7%	Q4 2017
ELANElanco Animal Health Inc	$35.3M	2.24%	0.35%	+6.6%	Q4 2024
AVGOBroadcom Inc.	$28.6M	1.82%	0.00%	-20.3%	Q4 2021
GOOGAlphabet Inc.	$27M	1.71%	Not reported	+2.5%	Q3 2019
METAMeta Platforms, Inc.	$24.3M	1.55%	Not reported	+872.6%	Q4 2017
COSTCostco Wholesale Corp	$24M	1.53%	0.01%	+0.5%	Q4 2017
NWPXNWPX Infrastructure, Inc.	$23.6M	1.50%	4.64%	-0.1%	Q4 2017
NVDANvidia Corp	$22.3M	1.41%	0.00%	+4.3%	Q3 2022
DINOHF Sinclair Corp	$21.8M	1.38%	0.22%	+2.7%	Q2 2024
BACBank of America Corp	$20.9M	1.33%	0.01%	+6794.3%	Q4 2019
ORIOld Republic International Corp	$20.7M	1.32%	0.20%	-11.5%	Q3 2020
CBChubb Ltd	$20.6M	1.31%	0.02%	+3.2%	Q4 2017
ABBVAbbVie Inc.	$20.5M	1.30%	0.01%	-17.1%	Q4 2022
WECWec Energy Group, Inc.	$19.7M	1.25%	0.05%	New	Q3 2025
QCOMQualcomm Inc	$19.7M	1.25%	0.01%	-23.5%	Q4 2017
CVXChevron Corp	$19.4M	1.23%	0.01%	-19.0%	Q4 2021
CMICummins Inc	$19.4M	1.23%	0.03%	-36.0%	Q3 2022
PLDPrologis, Inc.	$19.2M	1.22%	0.02%	New	Q3 2025
PEPPepsico Inc	$19.2M	1.22%	0.01%	New	Q3 2025
KMIKinder Morgan, Inc.	$19.1M	1.22%	0.03%	New	Q3 2025
GPCGenuine Parts Co	$18.9M	1.20%	0.10%	New	Q3 2025
HDHome Depot, Inc.	$18.7M	1.19%	0.00%	-6.1%	Q1 2025
CSCOCisco Systems, Inc.	$18.5M	1.18%	0.01%	-24.9%	Q4 2020
DHRDanaher Corp	$18.3M	1.16%	0.01%	+7732.8%	Q4 2021
VZVerizon Communications Inc	$18.3M	1.16%	0.01%	New	Q3 2025
CMECme Group Inc.	$17.7M	1.12%	0.02%	New	Q3 2025
ABTAbbott Laboratories	$17.4M	1.10%	0.01%	+3.0%	Q2 2025
UBERUber Technologies, Inc	$17.1M	1.09%	0.01%	+243.7%	Q3 2024
NOWServiceNow, Inc.	$15.2M	0.97%	0.01%	+63.2%	Q3 2024
UNHUnitedhealth Group Inc	$15M	0.95%	0.00%	+90.4%	Q2 2025
LYBLyondellBasell Industries N.V.	$14.4M	0.91%	0.09%	-19.6%	Q3 2024
HUBBHubbell Inc	$14.3M	0.91%	0.06%	+2.9%	Q2 2025
RTXRTX Corp	$14.3M	0.91%	0.01%	+4.0%	Q4 2023
HIIHuntington Ingalls Industries, Inc.	$13M	0.83%	0.12%	+2.3%	Q1 2025
PANWPalo Alto Networks Inc	$12.3M	0.78%	0.01%	New	Q3 2025
REGNRegeneron Pharmaceuticals, Inc.	$12M	0.76%	0.02%	+4.2%	Q2 2025
TMOThermo Fisher Scientific Inc.	$11.7M	0.75%	0.01%	+1.8%	Q2 2025
CDNSCadence Design Systems Inc	$11.6M	0.74%	0.01%	New	Q3 2025
RELLRichardson Electronics, Ltd.	$11.2M	0.71%	10.56%	0.0%	Q2 2023
TXNTexas Instruments Inc	$10.9M	0.69%	0.01%	+2.6%	Q1 2024
SYMSymbotic Inc.	$5.58M	0.35%	0.02%	-10.0%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$3.7M	0.24%	Not reported	-26.5%	Q2 2019
RACEFerrari N.V.	$3.43M	0.22%	0.00%	+9.1%	Q1 2020
OXYOccidental Petroleum Corp	$3.3M	0.21%	0.01%	+27.7%	Q4 2017
TSLATesla, Inc.	$2.98M	0.19%	0.00%	+23.4%	Q4 2021
EXPDExpeditors International of Washington Inc	$2.94M	0.19%	0.02%	Not reported	Q4 2017
IBITiShares Bitcoin Trust ETF	$2.58M	0.16%	0.00%	+250.7%	Q1 2024

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