DDD Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), DDD Partners, LLC reported 90 stock positions worth $818.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.9% of the portfolio, followed by Microsoft (MSFT, 6.4%) and Amazon.com (AMZN, 4.6%). Compared with Q4 2023, it opened 12 new positions, sold out of 5, added to 37 and reduced 26. The biggest buy was a new position in Southern (SO) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0001729673
- Portfolio Value
- $818.2M (Q1 2024)
- SEC Filing
- 0001729673-24-000004 ↗ filed May 9, 2024
Holdings Value
Holdings 90 stocks · $818.2M
| BRK.B Berkshire Hathaway Inc. Class B | 7.87% | 153,203 | $64.4M | Add +1.0% |
| MSFT Microsoft Corp. | 6.35% | 123,559 | $52.0M | Add +17.4% |
| AMZN Amazon.com Inc. | 4.61% | 209,197 | $37.7M | Add +8.4% |
| AAPL Apple Inc. | 3.87% | 184,878 | $31.7M | Add +0.1% |
| QCOM Qualcomm Inc. | 3.29% | 159,186 | $27.0M | Add +9.3% |
| AVGO Broadcom Inc. | 2.87% | 17,738 | $23.5M | Reduce -17.2% |
| TGT Target Corp. | 2.84% | 131,063 | $23.2M | Add +101.5% |
| INMD Inmode Ltd. | 2.80% | 1,060,731 | $22.9M | Reduce -13.6% |
| CMI Cummins Inc. | 2.72% | 75,475 | $22.2M | Add +0.8% |
| CB Chubb Ltd. | 2.71% | 85,604 | $22.2M | Add +0.6% |
| COST Costco Wholesale Corp. | 2.59% | 28,909 | $21.2M | Add +0.5% |
| SO The Southern Co. | 2.58% | 294,051 | $21.1M | New |
| ABBV Abbvie Inc. | 2.52% | 113,305 | $20.6M | Reduce -14.4% |
| CSCO Cisco Systems Inc. | 2.50% | 409,541 | $20.4M | Add +14.0% |
| HON Honeywell International Inc. | 2.49% | 99,230 | $20.4M | New |
| F Ford Motor Co. filed as FORD MTR CO DEL | 2.47% | 1,521,593 | $20.2M | Add +81.2% |
| PPG PPG Industries Inc. | 2.45% | 138,558 | $20.1M | New |
| CVX Chevron Corp. | 2.45% | 126,921 | $20.0M | Add +153.3% |
| MDT Medtronic PLC | 2.44% | 228,997 | $20.0M | Add +5.5% |
| ORI Old Republic Intl Corp. | 2.43% | 647,445 | $19.9M | Reduce -20.8% |
| JNJ Johnson & Johnson | 2.40% | 124,270 | $19.7M | Add +8.3% |
| CMCSA Comcast Corp. Class A | 2.37% | 448,076 | $19.4M | Add +0.8% |
| K Kellanova | 2.30% | 328,790 | $18.8M | Add +17.8% |
| GOOG Alphabet Inc. Class C | 2.28% | 122,350 | $18.6M | Add +0.4% |
| NWPX NWPX Infrastructure Inc. filed as NORTHWEST PIPE CO | 1.96% | 463,168 | $16.1M | Reduce -2.1% |
| ALK Alaska Air Group Inc. | 1.91% | 363,111 | $15.6M | Add +33.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.71% | 114,247 | $14.0M | Reduce -20.4% |
| BKR Baker Hughes Co. | 1.64% | 399,528 | $13.4M | Add +23.5% |
| RTX RTX Corp. | 1.62% | 135,579 | $13.2M | Add +1.7% |
| CIEN Ciena Corp. | 1.61% | 265,939 | $13.2M | Reduce -12.7% |
| CTRA Coterra Energy Inc. | 1.42% | 417,312 | $11.6M | Add +0.9% |
| NVDA Nvidia Corp. | 1.42% | 12,860 | $11.6M | New |
| TXN Texas Instruments Inc. | 1.30% | 60,896 | $10.6M | New |
| RELL Richardson Elec Ltd. | 1.20% | 1,064,099 | $9.8M | Add +55.1% |
| VNM Vaneck Vietnam ETF | 1.15% | 679,093 | $9.4M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.68% | 10,608 | $5.5M | Reduce -83.4% |
| VGSH Vanguard Short-Term Treasury | 0.60% | 85,124 | $4.9M | Reduce -27.8% |
| SCHV Schwab US Large-Cap Value | 0.57% | 61,245 | $4.7M | Add +8.3% |
| ARKG ARK Genomic Revolution ETF | 0.56% | 159,272 | $4.6M | Reduce -1.5% |
| RYAM Rayonier Advanced Materials | 0.56% | 952,060 | $4.6M | Reduce -2.9% |
| VSDA Victoryshares Dividend Accel | 0.52% | 85,173 | $4.3M | Add +9.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.45% | 47,385 | $3.7M | Add +3.0% |
| SNOW Snowflake Inc. | 0.42% | 21,436 | $3.5M | Reduce -0.7% |
| EXPD Expeditors Intl Wash Inc. | 0.36% | 24,012 | $2.9M | Reduce -0.1% |
| RACE Ferrari NV | 0.34% | 6,474 | $2.8M | No change |
| ADPT Adaptive Biotechnologies | 0.29% | 739,739 | $2.4M | Reduce -7.6% |
| IEF iShares 7-10 Year Treasury B | 0.29% | 25,058 | $2.4M | New |
| VICARIOUS SURGICAL INC | 0.25% | 6,893,017 | $2.1M | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.23% | 3,796 | $1.8M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.20% | 7,817 | $1.6M | Add +8.0% |
| TSLA Tesla Inc. | 0.19% | 8,652 | $1.5M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 0.16% | 2,565 | $1.3M | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.12% | 17,691 | $1.0M | Add +8.3% |
| V Visa Inc. Class A | 0.12% | 3,594 | $1.0M | Reduce -0.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.12% | 26,449 | $942K | Add +8.3% |
| SCHA Schwab US Small-Cap ETF | 0.10% | 17,111 | $843K | Add +8.5% |
| DFAE Dimensional Emerging Core Eq | 0.10% | 31,811 | $786K | Add +8.1% |
| XOM Exxon Mobil Corp. | 0.09% | 6,628 | $770K | Reduce -1.5% |
| BA The Boeing Co. | 0.08% | 3,396 | $655K | Add +0.3% |
| SBUX Starbucks Corp. | 0.08% | 6,886 | $629K | Add +0.7% |
| CPRT Copart Inc. | 0.08% | 10,640 | $616K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.07% | 586 | $596K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 3,605 | $587K | Reduce -5.0% |
| ABNB Airbnb Inc. Class A | 0.07% | 3,455 | $570K | Add +18.4% |
| ETN Eaton Corp. PLC | 0.07% | 1,768 | $553K | Reduce -98.0% |
| GOOGL Alphabet Inc. Class A | 0.06% | 3,432 | $518K | Reduce -4.7% |
| MCO Moody's Corp. | 0.06% | 1,291 | $507K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.06% | 12,079 | $489K | New |
| XLV SS Health Care Select Sector | 0.06% | 3,116 | $460K | No change |
| DVN Devon Energy Corp. | 0.06% | 9,022 | $453K | New |
| IJH iShares Core S&P Midcap ETF | 0.05% | 7,139 | $434K | No change |
| SCHX Schwab US Large-Cap ETF | 0.05% | 6,854 | $425K | Reduce -1.4% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 5,061 | $408K | Reduce -99.0% |
| LOW Lowe's Cos Inc. | 0.05% | 1,503 | $383K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 1,049 | $361K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,056 | $339K | Reduce -38.5% |
| DE Deere & Co. | 0.04% | 809 | $332K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,990 | $330K | Add +1.1% |
| ENVX Enovix Corp. | 0.04% | 40,910 | $328K | Add +41.7% |
| ENPH Enphase Energy Inc. | 0.04% | 2,695 | $326K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 670 | $297K | No change |
| DHR Danaher Corp. | 0.04% | 1,168 | $292K | No change |
| MP MP Materials Corp. | 0.03% | 19,095 | $273K | Reduce -2.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.03% | 2,643 | $263K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 6,265 | $238K | Reduce -19.8% |
| RMD Resmed Inc. | 0.03% | 1,061 | $210K | New |
| JPM JPMorgan Chase & Co. | 0.03% | 1,040 | $208K | New |
| INFN Infinera Corp. | 0.02% | 29,694 | $179K | No change |
| CLIR Clearsign Technologies Corp. | 0.01% | 105,000 | $101K | No change |
| DSX Diana Shipping Inc. | 0.01% | 31,338 | $91K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| SCHD Schwab US DVD Equity ETF | Reduce -99.0% | 0.05% | −4.95 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -83.4% | 0.68% | −3.39 |
| ETN Eaton Corp. PLC | Reduce -98.0% | 0.07% | −2.82 |
| AMT American Tower Corp. | Sold out | 0.00% | −1.37 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −1.08 |
| INMD Inmode Ltd. | Reduce -13.6% | 2.80% | −0.87 |
| ORI Old Republic Intl Corp. | Reduce -20.8% | 2.43% | −0.80 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.75 |
| AVGO Broadcom Inc. | Reduce -17.2% | 2.87% | −0.34 |
| VGSH Vanguard Short-Term Treasury | Reduce -27.8% | 0.60% | −0.32 |
| ADPT Adaptive Biotechnologies | Reduce -7.6% | 0.29% | −0.24 |
| CIEN Ciena Corp. | Reduce -12.7% | 1.61% | −0.24 |
| ABBV Abbvie Inc. | Reduce -14.4% | 2.52% | −0.23 |
| SNOW Snowflake Inc. | Reduce -0.7% | 0.42% | −0.15 |
| ARKG ARK Genomic Revolution ETF | Reduce -1.5% | 0.56% | −0.15 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.1% | 0.36% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| VNM Vaneck Vietnam ETF | Reduce -1.0% | 1.15% | −0.04 |
| DIS The Walt Disney Co. | Reduce -20.4% | 1.71% | −0.03 |
| BHP BHP Group Ltd.-Spon ADR | Sold out | 0.00% | −0.03 |
| MP MP Materials Corp. | Reduce -2.8% | 0.03% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -38.5% | 0.04% | −0.02 |
| BAC Bank of America Corp. | Reduce -19.8% | 0.03% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.0% | 0.07% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -4.7% | 0.06% | −0.00 |
| V Visa Inc. Class A | Reduce -0.9% | 0.12% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.4% | 0.05% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 0.09% | +0.00 |
| RYAM Rayonier Advanced Materials | Reduce -2.9% | 0.56% | +0.02 |
| NWPX NWPX Infrastructure Inc. | Reduce -2.1% | 1.96% | +0.04 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.23% | +0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| SO The Southern Co. | New | 2.58% | +2.58 |
| HON Honeywell International Inc. | New | 2.49% | +2.49 |
| PPG PPG Industries Inc. | New | 2.45% | +2.45 |
| TGT Target Corp. | Add +101.5% | 2.84% | +1.59 |
| CVX Chevron Corp. | Add +153.3% | 2.45% | +1.44 |
| NVDA Nvidia Corp. | New | 1.42% | +1.42 |
| TXN Texas Instruments Inc. | New | 1.30% | +1.30 |
| F Ford Motor Co. | Add +81.2% | 2.47% | +1.09 |
| MSFT Microsoft Corp. | Add +17.4% | 6.35% | +1.04 |
| AMZN Amazon.com Inc. | Add +8.4% | 4.61% | +0.67 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 7.87% | +0.60 |
| ALK Alaska Air Group Inc. | Add +33.9% | 1.91% | +0.48 |
| QCOM Qualcomm Inc. | Add +9.3% | 3.29% | +0.46 |
| CMI Cummins Inc. | Add +0.8% | 2.72% | +0.31 |
| IEF iShares 7-10 Year Treasury B | New | 0.29% | +0.29 |
| K Kellanova | Add +17.8% | 2.30% | +0.20 |
| BKR Baker Hughes Co. | Add +23.5% | 1.64% | +0.15 |
| CB Chubb Ltd. | Add +0.6% | 2.71% | +0.13 |
| RTX RTX Corp. | Add +1.7% | 1.62% | +0.11 |
| IBIT iShares Bitcoin Trust ETF | New | 0.06% | +0.06 |
| CSCO Cisco Systems Inc. | Add +14.0% | 2.50% | +0.06 |
| DVN Devon Energy Corp. | New | 0.06% | +0.06 |
| ENPH Enphase Energy Inc. | New | 0.04% | +0.04 |
| SCHV Schwab US Large-Cap Value | Add +8.3% | 0.57% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.5% | 2.59% | +0.04 |
| MDT Medtronic PLC | Add +5.5% | 2.44% | +0.03 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.03% | +0.03 |
| VSDA Victoryshares Dividend Accel | Add +9.4% | 0.52% | +0.03 |
| RMD Resmed Inc. | New | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | New | 0.03% | +0.03 |
| ABNB Airbnb Inc. Class A | Add +18.4% | 0.07% | +0.02 |
| XLK SS Technology Select Sector | Add +8.0% | 0.20% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +8.3% | 0.12% | +0.00 |
| CTRA Coterra Energy Inc. | Add +0.9% | 1.42% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Add +8.5% | 0.10% | +0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +8.3% | 0.12% | +0.00 |
| DFAE Dimensional Emerging Core Eq | Add +8.1% | 0.10% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +1.1% | 0.04% | −0.00 |
| ENVX Enovix Corp. | Add +41.7% | 0.04% | −0.01 |
| SBUX Starbucks Corp. | Add +0.7% | 0.08% | −0.01 |
| JNJ Johnson & Johnson | Add +8.3% | 2.40% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.0% | 0.45% | −0.03 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 2.28% | −0.03 |
| RELL Richardson Elec Ltd. | Add +55.1% | 1.20% | −0.03 |
| BA The Boeing Co. | Add +0.3% | 0.08% | −0.04 |
| VICARIOUS SURGICAL INC | Add +4.1% | 0.25% | −0.07 |
| TSLA Tesla Inc. | Add +2.9% | 0.19% | −0.09 |
| CMCSA Comcast Corp. Class A | Add +0.8% | 2.37% | −0.25 |
| AAPL Apple Inc. | Add +0.1% | 3.87% | −0.90 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 164 | $1.6B | MSFT, BRK.B, AAPL, AMZN, NWPX |
| Q1 2026 | 134 | $1.4B | MSFT, BRK.B, AAPL, AMZN, NWPX |
| Q4 2025 | 130 | $1.6B | MSFT, BRK.B, AAPL, AMZN, AVGO |
| Q3 2025 | 129 | $1.6B | MSFT, BRK.B, AAPL, AMZN, ELAN |
| Q2 2025 | 112 | $932.7M | MSFT, BRK.B, AMZN, AAPL, SCHD |
| Q1 2025 | 102 | $823.1M | BRK.B, MSFT, AAPL, AMZN, CB |
| Q4 2024 | 98 | $813.7M | BRK.B, MSFT, AAPL, AMZN, COST |
| Q3 2024 | 102 | $920.9M | BRK.B, MSFT, AAPL, AMZN, COST |
| Q2 2024 | 94 | $862.5M | MSFT, BRK.B, AMZN, AAPL, QCOM |
| Q1 2024 | 90 | $818.2M | BRK.B, MSFT, AMZN, AAPL, QCOM |