DDD Partners, LLC
CIK: 0001729673SEC EDGAR →
Portfolio Value
$1.6T
Holdings
130
As of
Q4 2025
New Positions
130
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,148,952 | $555.7B | 35.36% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 114,009 | $57.3B | 3.65% |
| 3 | APPLE INC | 164,376 | $44.7B | 2.84% |
| 4 | AMAZON COM INC | 179,593 | $41.5B | 2.64% |
| 5 | BROADCOM INC | 87,078 | $30.1B | 1.92% |
| 6 | NWPX INFRASTRUCTURE INC | 443,345 | $27.7B | 1.76% |
| 7 | ALPHABET INC | 80,487 | $25.3B | 1.61% |
| 8 | CUMMINS INC | 46,127 | $23.5B | 1.50% |
| 9 | CHUBB LIMITED | 73,471 | $22.9B | 1.46% |
| 10 | NVIDIA CORPORATION | 121,081 | $22.6B | 1.44% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (130)
$555.7B · 1.1M shares
$57.3B · 114K shares
$44.7B · 164K shares
$41.5B · 180K shares
$30.1B · 87K shares
$27.7B · 443K shares
$25.3B · 80K shares
$23.5B · 46K shares
$22.9B · 73K shares
$22.6B · 121K shares
$22.4B · 490K shares
$22.4B · 407K shares
$22.3B · 26K shares
$21.7B · 33K shares
$21.7B · 141K shares
$21.6B · 169K shares
$21.2B · 93K shares
$21.0B · 272K shares
$21.0B · 927K shares
$20.3B · 119K shares
$20.3B · 89K shares
$19.7B · 137K shares
$19.3B · 127K shares
$18.8B · 410K shares
$18.7B · 679K shares
$18.6B · 24K shares
$18.2B · 173K shares
$17.9B · 66K shares
$17.2B · 93K shares
$17.0B · 418K shares
$16.9B · 137K shares
$16.7B · 77K shares
$16.3B · 130K shares
$16.0B · 47K shares
$15.4B · 242K shares
$15.4B · 45K shares
$14.8B · 33K shares
$14.0B · 24K shares
$13.4B · 291K shares
$13.1B · 42K shares
$12.9B · 158K shares
$12.3B · 1.1M shares
$11.6B · 63K shares
$9.8B · 30K shares
$9.0B · 154K shares
$7.1B · 89K shares
$5.8B · 109K shares
$4.8B · 49K shares
$4.7B · 13K shares
$4.3B · 6K shares
$4.2B · 142K shares
$3.8B · 25K shares
$3.6B · 6K shares
$3.3B · 72K shares
$2.9B · 72K shares
$2.9B · 6K shares
$2.8B · 19K shares
$2.7B · 7K shares
$2.6B · 14K shares
$2.6B · 65K shares
$2.6B · 43K shares
$2.5B · 21K shares
$2.4B · 9K shares
$2.4B · 24K shares
$2.3B · 24K shares
$2.0B · 41K shares
$2.0B · 3K shares
$1.8B · 76K shares
$1.7B · 5K shares
$1.7B · 9K shares
$1.6B · 7K shares
$1.5B · 9K shares
$1.5B · 63K shares
$1.5B · 32K shares
$1.4B · 43K shares
$1.4B · 4K shares
$1.2B · 200K shares
$990.0M · 8K shares
$932.0M · 4K shares
$833.0M · 3K shares
$763.0M · 28K shares
$726.0M · 2K shares
$691.0M · 1K shares
$667.0M · 4K shares
$663.0M · 1K shares
$642.0M · 10K shares
$619.0M · 3K shares
$593.0M · 588 shares
$579.0M · 1K shares
$564.0M · 25K shares
$548.0M · 5K shares
$525.0M · 18K shares
$525.0M · 2K shares
$488.0M · 1K shares
$486.0M · 6K shares
$482.0M · 3K shares
$478.0M · 18K shares
$467.0M · 6K shares
$462.0M · 5K shares
$451.0M · 19K shares
$420.0M · 11K shares
$400.0M · 2K shares
$390.0M · 1K shares
$386.0M · 831 shares
$376.0M · 2K shares
$356.0M · 569 shares
$338.0M · 2K shares
$296.0M · 8K shares
$293.0M · 6K shares
$289.0M · 2K shares
$275.0M · 1K shares
$264.0M · 16K shares
$257.0M · 35K shares
$256.0M · 1K shares
$244.0M · 714 shares
$236.0M · 5K shares
$235.0M · 287 shares
$231.0M · 906 shares
$230.0M · 480 shares
$229.0M · 755 shares
$227.0M · 4K shares
$217.0M · 5K shares
$214.0M · 830 shares
$212.0M · 2K shares
$204.0M · 2K shares
$204.0M · 689 shares
$180.0M · 24K shares
$66.0M · 120K shares
$52.0M · 31K shares
$9.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 22 | $785.1B | 50.0% |
| Financial Services | 42 | $186.5B | 11.9% |
| Healthcare | 11 | $125.6B | 8.0% |
| Industrials | 20 | $123.1B | 7.8% |
| Consumer Cyclical | 8 | $81.2B | 5.2% |
| Unknown | 8 | $63.1B | 4.0% |
| Energy | 8 | $59.1B | 3.8% |
| Communication Services | 4 | $48.9B | 3.1% |
| Consumer Defensive | 2 | $42.0B | 2.7% |
| Real Estate | 1 | $21.6B | 1.4% |
| Utilities | 1 | $18.2B | 1.2% |
| Basic Materials | 3 | $16.8B | 1.1% |