DDD Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), DDD Partners, LLC reported 94 stock positions worth $862.5 million. Its top holding was Microsoft (MSFT) at 8.8% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.3%) and Amazon.com (AMZN, 4.7%). Compared with Q1 2024, it opened 11 new positions, sold out of 7, added to 45 and reduced 24. The biggest buy was Microsoft (MSFT, shares +37%) and the biggest sale Ford Motor (F, shares −86%).

Most Recent 13F
Q2 2026
Location
BELLEVUE, WA
CIK
0001729673
Portfolio Value
$862.5M (Q2 2024)
SEC Filing
0001729673-24-000005 ↗ filed Aug 1, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $818.2M Q1 2024 Q2 2024: $862.5M $862.5M Q2 2024 Q3 2024: $920.9M Q3 2024 Q4 2024: $813.7M Q4 2024 Q1 2025: $823.1M Q1 2025 Q2 2025: $932.7M Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 94 stocks · $862.5M
MSFT Microsoft Corp. 8.79% 169,619 $75.8M Add +37.3%
BRK.B Berkshire Hathaway Inc. Class B 7.28% 154,334 $62.8M Add +0.7%
AMZN Amazon.com Inc. 4.72% 210,570 $40.7M Add +0.7%
AAPL Apple Inc. 4.53% 185,339 $39.0M Add +0.3%
QCOM Qualcomm Inc. 3.69% 159,992 $31.9M Add +0.5%
AVGO Broadcom Inc. 3.31% 17,799 $28.6M Add +0.3%
COST Costco Wholesale Corp. 2.80% 28,434 $24.2M Reduce -1.6%
INMD Inmode Ltd. 2.68% 1,266,678 $23.1M Add +19.4%
SO The Southern Co. 2.66% 295,742 $22.9M Add +0.6%
GOOG Alphabet Inc. Class C 2.64% 123,924 $22.7M Add +1.3%
CB Chubb Ltd. 2.54% 85,984 $21.9M Add +0.4%
HON Honeywell International Inc. 2.47% 99,723 $21.3M Add +0.5%
CMI Cummins Inc. 2.44% 75,942 $21.0M Add +0.6%
ORI Old Republic Intl Corp. 2.33% 651,131 $20.1M Add +0.6%
CVX Chevron Corp. 2.31% 127,281 $19.9M Add +0.3%
CSCO Cisco Systems Inc. 2.26% 411,067 $19.5M Add +0.4%
ABBV Abbvie Inc. 2.26% 113,670 $19.5M Add +0.3%
TGT Target Corp. 2.26% 131,575 $19.5M Add +0.4%
K Kellanova 2.21% 330,253 $19.0M Add +0.4%
JNJ Johnson & Johnson 2.11% 124,666 $18.2M Add +0.3%
MDT Medtronic PLC 2.10% 229,825 $18.1M Add +0.4%
CMCSA Comcast Corp. Class A 2.04% 449,854 $17.6M Add +0.4%
PPG PPG Industries Inc. 2.03% 139,347 $17.5M Add +0.6%
NVDA Nvidia Corp. 1.87% 130,593 $16.1M Add +1.6%
NWPX NWPX Infrastructure Inc. filed as NORTHWEST PIPE CO 1.81% 460,492 $15.6M Reduce -0.6%
UPS United Parcel Service Class B 1.81% 114,242 $15.6M New
GTLS Chart Industries Inc. 1.66% 98,972 $14.3M New
RTX RTX Corp. 1.60% 137,104 $13.8M Add +1.1%
RELL Richardson Elec Ltd. 1.51% 1,095,668 $13.0M Add +3.0%
CIEN Ciena Corp. 1.50% 268,703 $12.9M Add +1.0%
DINO HF Sinclair Corp. 1.39% 224,415 $12.0M New
EXPE Expedia Group Inc. 1.34% 91,677 $11.6M New
ALK Alaska Air Group Inc. 1.32% 282,464 $11.4M Reduce -22.2%
CTRA Coterra Energy Inc. 1.12% 361,993 $9.7M Reduce -13.3%
GMAB Genmab A/S -SP ADR 1.03% 352,569 $8.9M New
KLIC Kulicke & Soffa Industries 0.95% 165,940 $8.2M New
RYAM Rayonier Advanced Materials 0.59% 932,463 $5.1M Reduce -2.1%
VGSH Vanguard Short-Term Treasury 0.58% 85,826 $5.0M Add +0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 8,656 $4.7M Reduce -18.4%
VSDA Victoryshares Dividend Accel 0.49% 87,924 $4.2M Add +3.2%
VCSH Vanguard S/T Corp. Bond ETF 0.44% 49,538 $3.8M Add +4.5%
ARKG ARK Genomic Revolution ETF 0.43% 156,930 $3.7M Reduce -1.5%
EXPD Expeditors Intl Wash Inc. 0.35% 24,000 $3.0M Reduce -0.1%
SCHV Schwab US Large-Cap Value 0.34% 39,911 $3.0M Reduce -34.8%
SNOW Snowflake Inc. 0.33% 21,288 $2.9M Reduce -0.7%
ADPT Adaptive Biotechnologies 0.32% 769,997 $2.8M Add +4.1%
F Ford Motor Co. filed as FORD MTR CO DEL 0.31% 215,272 $2.7M Reduce -85.8%
RACE Ferrari NV 0.31% 6,474 $2.6M No change
IEF iShares 7-10 Year Treasury B 0.29% 26,476 $2.5M Add +5.7%
META Meta Platforms Inc. Class A 0.22% 3,845 $1.9M Add +1.3%
XLK SS Technology Select Sector 0.21% 8,093 $1.8M Add +3.5%
TSLA Tesla Inc. 0.20% 8,769 $1.7M Add +1.4%
VFLO Victoryshares Free Cash Flow 0.20% 54,874 $1.7M New
XLC SS Comm Select Sector SPDR 0.18% 17,677 $1.5M New
RBOT Vicarious Surgical Inc. Class A 0.17% 247,115 $1.5M New
IVV iShares Core S&P 500 ETF 0.16% 2,565 $1.4M No change
FNDA Schwab Fndmntl US SM Co. ETF 0.12% 18,237 $1.0M Add +3.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.11% 27,229 $954K Add +3.0%
V Visa Inc. Class A 0.11% 3,544 $930K Reduce -1.4%
XOM Exxon Mobil Corp. 0.09% 6,631 $763K Add +0.1%
GOOGL Alphabet Inc. Class A 0.07% 3,544 $646K Add +3.3%
ENVX Enovix Corp. 0.07% 40,371 $624K Reduce -1.3%
BA The Boeing Co. 0.07% 3,387 $617K Reduce -0.3%
CPRT Copart Inc. 0.07% 10,640 $576K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 3,430 $550K Reduce -4.8%
MCO Moody's Corp. 0.06% 1,291 $543K No change
ETN Eaton Corp. PLC 0.06% 1,704 $534K Reduce -3.6%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.06% 586 $529K No change
ABNB Airbnb Inc. Class A 0.06% 3,408 $517K Reduce -1.4%
SBUX Starbucks Corp. 0.06% 6,594 $513K Reduce -4.2%
IBIT iShares Bitcoin Trust ETF 0.06% 15,034 $513K Add +24.5%
XLV SS Health Care Select Sector 0.05% 3,116 $454K No change
INFN Infinera Corp. 0.05% 71,244 $434K Add +139.9%
DVN Devon Energy Corp. 0.05% 9,022 $428K No change
IJH iShares Core S&P Midcap ETF 0.05% 7,141 $418K Add +0.0%
CRWD CrowdStrike Holdings Inc. Class A 0.05% 1,064 $408K Add +0.8%
SCHX Schwab US Large-Cap ETF 0.05% 6,309 $405K Reduce -8.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,049 $392K No change
SCHD Schwab US DVD Equity ETF 0.05% 5,034 $391K Reduce -0.5%
ENPH Enphase Energy Inc. 0.04% 3,624 $361K Add +34.5%
LOW Lowe's Cos Inc. 0.04% 1,503 $331K No change
QQQ Invesco QQQ Trust Series 1 0.04% 670 $321K No change
IJR iShares Core S&P Small-Cap E 0.04% 2,959 $316K Reduce -1.0%
DE Deere & Co. 0.04% 809 $302K No change
DHR Danaher Corp. 0.03% 1,168 $292K No change
STIP iShares 0-5 Year Tips Bond E 0.03% 2,927 $291K Add +10.8%
AGNC AGNC Investment Corp. 0.03% 27,922 $266K New
MP MP Materials Corp. 0.03% 19,094 $243K Reduce -0.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,912 $235K Reduce -5.6%
BND Vanguard Total Bond Market 0.02% 2,958 $213K New
JPM JPMorgan Chase & Co. 0.02% 1,017 $206K Reduce -2.2%
RMD Resmed Inc. 0.02% 1,061 $203K No change
CLIR Clearsign Technologies Corp. 0.01% 115,000 $96K Add +9.5%
DSX Diana Shipping Inc. 0.01% 31,338 $90K No change

Portfolio Sells Q1 2024 → Q2 2024
F Ford Motor Co. Reduce -85.8% 0.31% −2.16
DIS The Walt Disney Co. Sold out 0.00% −1.71
BKR Baker Hughes Co. Sold out 0.00% −1.64
TXN Texas Instruments Inc. Sold out 0.00% −1.30
VNM Vaneck Vietnam ETF Sold out 0.00% −1.15
ALK Alaska Air Group Inc. Reduce -22.2% 1.32% −0.58
CTRA Coterra Energy Inc. Reduce -13.3% 1.12% −0.30
VICARIOUS SURGICAL INC Sold out 0.00% −0.25
SCHV Schwab US Large-Cap Value Reduce -34.8% 0.34% −0.23
NWPX NWPX Infrastructure Inc. Reduce -0.6% 1.81% −0.15
ARKG ARK Genomic Revolution ETF Reduce -1.5% 0.43% −0.13
SPY SS SPDR S&P 500 ETF Trust-US Reduce -18.4% 0.55% −0.13
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.10
DFAE Dimensional Emerging Core Eq Sold out 0.00% −0.10
SNOW Snowflake Inc. Reduce -0.7% 0.33% −0.09
SBUX Starbucks Corp. Reduce -4.2% 0.06% −0.02
V Visa Inc. Class A Reduce -1.4% 0.11% −0.01
ABNB Airbnb Inc. Class A Reduce -1.4% 0.06% −0.01
EXPD Expeditors Intl Wash Inc. Reduce -0.1% 0.35% −0.01
BA The Boeing Co. Reduce -0.3% 0.07% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -4.8% 0.06% −0.01
ETN Eaton Corp. PLC Reduce -3.6% 0.06% −0.01
MP MP Materials Corp. Reduce -0.0% 0.03% −0.01
SCHX Schwab US Large-Cap ETF Reduce -8.0% 0.05% −0.01
SCHD Schwab US DVD Equity ETF Reduce -0.5% 0.05% −0.00
IJR iShares Core S&P Small-Cap E Reduce -1.0% 0.04% −0.00
BAC Bank of America Corp. Reduce -5.6% 0.03% −0.00
JPM JPMorgan Chase & Co. Reduce -2.2% 0.02% −0.00
RYAM Rayonier Advanced Materials Reduce -2.1% 0.59% +0.03
ENVX Enovix Corp. Reduce -1.3% 0.07% +0.03
COST Costco Wholesale Corp. Reduce -1.6% 2.80% +0.21

Portfolio Buys Q1 2024 → Q2 2024
MSFT Microsoft Corp. Add +37.3% 8.79% +2.44
UPS United Parcel Service Class B New 1.81% +1.81
GTLS Chart Industries Inc. New 1.66% +1.66
DINO HF Sinclair Corp. New 1.39% +1.39
EXPE Expedia Group Inc. New 1.34% +1.34
GMAB Genmab A/S -SP ADR New 1.03% +1.03
KLIC Kulicke & Soffa Industries New 0.95% +0.95
AAPL Apple Inc. Add +0.3% 4.53% +0.65
NVDA Nvidia Corp. Add +1.6% 1.87% +0.45
AVGO Broadcom Inc. Add +0.3% 3.31% +0.44
QCOM Qualcomm Inc. Add +0.5% 3.69% +0.40
GOOG Alphabet Inc. Class C Add +1.3% 2.64% +0.36
RELL Richardson Elec Ltd. Add +3.0% 1.51% +0.31
VFLO Victoryshares Free Cash Flow New 0.20% +0.20
XLC SS Comm Select Sector SPDR New 0.18% +0.18
RBOT Vicarious Surgical Inc. Class A New 0.17% +0.17
AMZN Amazon.com Inc. Add +0.7% 4.72% +0.11
SO The Southern Co. Add +0.6% 2.66% +0.08
ADPT Adaptive Biotechnologies Add +4.1% 0.32% +0.03
AGNC AGNC Investment Corp. New 0.03% +0.03
INFN Infinera Corp. Add +139.9% 0.05% +0.03
BND Vanguard Total Bond Market New 0.02% +0.02
TSLA Tesla Inc. Add +1.4% 0.20% +0.02
XLK SS Technology Select Sector Add +3.5% 0.21% +0.01
GOOGL Alphabet Inc. Class A Add +3.3% 0.07% +0.01
CRWD CrowdStrike Holdings Inc. Class A Add +0.8% 0.05% +0.01
ENPH Enphase Energy Inc. Add +34.5% 0.04% +0.00
STIP iShares 0-5 Year Tips Bond E Add +10.8% 0.03% +0.00
IBIT iShares Bitcoin Trust ETF Add +24.5% 0.06% −0.00
META Meta Platforms Inc. Class A Add +1.3% 0.22% −0.00
CLIR Clearsign Technologies Corp. Add +9.5% 0.01% −0.00
IEF iShares 7-10 Year Treasury B Add +5.7% 0.29% −0.00
VCSH Vanguard S/T Corp. Bond ETF Add +4.5% 0.44% −0.00
IJH iShares Core S&P Midcap ETF Add +0.0% 0.05% −0.00
FNDF Schwab Fndmn Intl LRG Co. ETF Add +3.0% 0.11% −0.00
XOM Exxon Mobil Corp. Add +0.1% 0.09% −0.01
FNDA Schwab Fndmntl US SM Co. ETF Add +3.1% 0.12% −0.01
HON Honeywell International Inc. Add +0.5% 2.47% −0.02
RTX RTX Corp. Add +1.1% 1.60% −0.02
VGSH Vanguard Short-Term Treasury Add +0.8% 0.58% −0.03
VSDA Victoryshares Dividend Accel Add +3.2% 0.49% −0.03
K Kellanova Add +0.4% 2.21% −0.09
ORI Old Republic Intl Corp. Add +0.6% 2.33% −0.10
CIEN Ciena Corp. Add +1.0% 1.50% −0.11
INMD Inmode Ltd. Add +19.4% 2.68% −0.12
CVX Chevron Corp. Add +0.3% 2.31% −0.14
CB Chubb Ltd. Add +0.4% 2.54% −0.17
CSCO Cisco Systems Inc. Add +0.4% 2.26% −0.23
ABBV Abbvie Inc. Add +0.3% 2.26% −0.26
CMI Cummins Inc. Add +0.6% 2.44% −0.28

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 164$1.6BMSFT, BRK.B, AAPL, AMZN, NWPX
Q1 2026 134$1.4BMSFT, BRK.B, AAPL, AMZN, NWPX
Q4 2025 130$1.6BMSFT, BRK.B, AAPL, AMZN, AVGO
Q3 2025 129$1.6BMSFT, BRK.B, AAPL, AMZN, ELAN
Q2 2025 112$932.7MMSFT, BRK.B, AMZN, AAPL, SCHD
Q1 2025 102$823.1MBRK.B, MSFT, AAPL, AMZN, CB
Q4 2024 98$813.7MBRK.B, MSFT, AAPL, AMZN, COST
Q3 2024 102$920.9MBRK.B, MSFT, AAPL, AMZN, COST
Q2 2024 94$862.5MMSFT, BRK.B, AMZN, AAPL, QCOM
Q1 2024 90$818.2MBRK.B, MSFT, AMZN, AAPL, QCOM