DDD Partners, LLC
CIK: 0001729673SEC EDGAR →
Portfolio Value
$1.6B
Holdings
130
As of
Q4 2025
New Positions
130
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,148,952 | $555.7M | 35.36% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 114,009 | $57.3M | 3.65% |
| 3 | APPLE INC | 164,376 | $44.7M | 2.84% |
| 4 | AMAZON COM INC | 179,593 | $41.5M | 2.64% |
| 5 | BROADCOM INC | 87,078 | $30.1M | 1.92% |
| 6 | NWPX INFRASTRUCTURE INC | 443,345 | $27.7M | 1.76% |
| 7 | ALPHABET INC | 80,487 | $25.3M | 1.61% |
| 8 | CUMMINS INC | 46,127 | $23.5M | 1.50% |
| 9 | CHUBB LIMITED | 73,471 | $22.9M | 1.46% |
| 10 | NVIDIA CORPORATION | 121,081 | $22.6M | 1.44% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (130)
$555.7M · 1.1M shares
$57.3M · 114K shares
$44.7M · 164K shares
$41.5M · 180K shares
$30.1M · 87K shares
$27.7M · 443K shares
$25.3M · 80K shares
$23.5M · 46K shares
$22.9M · 73K shares
$22.6M · 121K shares
$22.4M · 490K shares
$22.4M · 407K shares
$22.3M · 26K shares
$21.7M · 33K shares
$21.7M · 141K shares
$21.6M · 169K shares
$21.2M · 93K shares
$21.0M · 272K shares
$21.0M · 927K shares
$20.3M · 119K shares
$20.3M · 89K shares
$19.7M · 137K shares
$19.3M · 127K shares
$18.8M · 410K shares
$18.7M · 679K shares
$18.6M · 24K shares
$18.2M · 173K shares
$17.9M · 66K shares
$17.2M · 93K shares
$17.0M · 418K shares
$16.9M · 137K shares
$16.7M · 77K shares
$16.3M · 130K shares
$16.0M · 47K shares
$15.4M · 242K shares
$15.4M · 45K shares
$14.8M · 33K shares
$14.0M · 24K shares
$13.4M · 291K shares
$13.1M · 42K shares
$12.9M · 158K shares
$12.3M · 1.1M shares
$11.6M · 63K shares
$9.8M · 30K shares
$9.0M · 154K shares
$7.1M · 89K shares
$5.8M · 109K shares
$4.8M · 49K shares
$4.7M · 13K shares
$4.3M · 6K shares
$4.2M · 142K shares
$3.8M · 25K shares
$3.6M · 6K shares
$3.3M · 72K shares
$2.9M · 72K shares
$2.9M · 6K shares
$2.8M · 19K shares
$2.7M · 7K shares
$2.6M · 14K shares
$2.6M · 65K shares
$2.6M · 43K shares
$2.5M · 21K shares
$2.4M · 9K shares
$2.4M · 24K shares
$2.3M · 24K shares
$2.0M · 41K shares
$2.0M · 3K shares
$1.8M · 76K shares
$1.7M · 5K shares
$1.7M · 9K shares
$1.6M · 7K shares
$1.5M · 9K shares
$1.5M · 63K shares
$1.5M · 32K shares
$1.4M · 43K shares
$1.4M · 4K shares
$1.2M · 200K shares
$990K · 8K shares
$932K · 4K shares
$833K · 3K shares
$763K · 28K shares
$726K · 2K shares
$691K · 1K shares
$667K · 4K shares
$663K · 1K shares
$642K · 10K shares
$619K · 3K shares
$593K · 588 shares
$579K · 1K shares
$564K · 25K shares
$548K · 5K shares
$525K · 18K shares
$525K · 2K shares
$488K · 1K shares
$486K · 6K shares
$482K · 3K shares
$478K · 18K shares
$467K · 6K shares
$462K · 5K shares
$451K · 19K shares
$420K · 11K shares
$400K · 2K shares
$390K · 1K shares
$386K · 831 shares
$376K · 2K shares
$356K · 569 shares
$338K · 2K shares
$296K · 8K shares
$293K · 6K shares
$289K · 2K shares
$275K · 1K shares
$264K · 16K shares
$257K · 35K shares
$256K · 1K shares
$244K · 714 shares
$236K · 5K shares
$235K · 287 shares
$231K · 906 shares
$230K · 480 shares
$229K · 755 shares
$227K · 4K shares
$217K · 5K shares
$214K · 830 shares
$212K · 2K shares
$204K · 2K shares
$204K · 689 shares
$180K · 24K shares
$66K · 120K shares
$52K · 31K shares
$9K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 22 | $785.1M | 50.0% |
| Financial Services | 42 | $186.5M | 11.9% |
| Healthcare | 11 | $125.6M | 8.0% |
| Industrials | 20 | $123.1M | 7.8% |
| Consumer Cyclical | 8 | $81.2M | 5.2% |
| Unknown | 8 | $63.1M | 4.0% |
| Energy | 8 | $59.1M | 3.8% |
| Communication Services | 4 | $48.9M | 3.1% |
| Consumer Defensive | 2 | $42.0M | 2.7% |
| Real Estate | 1 | $21.6M | 1.4% |
| Utilities | 1 | $18.2M | 1.2% |
| Basic Materials | 3 | $16.8M | 1.1% |