DDD Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), DDD Partners, LLC reported 102 stock positions worth $920.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.8% of the portfolio, followed by Microsoft (MSFT, 7.0%) and Apple (AAPL, 4.5%). Compared with Q2 2024, it opened 13 new positions, sold out of 5, added to 50 and reduced 24. The biggest buy was a new position in Lyondellbasell Indu Class A (LYB) and the biggest sale an exit from PPG Industries (PPG).

Most Recent 13F
Q2 2026
Location
BELLEVUE, WA
CIK
0001729673
Portfolio Value
$920.9M (Q3 2024)
SEC Filing
0001729673-24-000008 ↗ filed Nov 12, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $818.2M Q1 2024 Q2 2024: $862.5M Q2 2024 Q3 2024: $920.9M $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 102 stocks · $920.9M
BRK.B Berkshire Hathaway Inc. Class B 7.78% 155,620 $71.6M Add +0.8%
MSFT Microsoft Corp. 6.97% 149,237 $64.2M Reduce -12.0%
AAPL Apple Inc. 4.45% 176,006 $41.0M Reduce -5.0%
AMZN Amazon.com Inc. 4.26% 210,798 $39.3M Add +0.1%
COST Costco Wholesale Corp. 2.73% 28,339 $25.1M Reduce -0.3%
AVGO Broadcom Inc. 2.72% 145,268 $25.1M Reduce -18.4%
CB Chubb Ltd. 2.70% 86,285 $24.9M Add +0.3%
QCOM Qualcomm Inc. 2.70% 146,291 $24.9M Reduce -8.6%
CMI Cummins Inc. 2.68% 76,205 $24.7M Add +0.3%
TGT Target Corp. 2.67% 157,957 $24.6M Add +20.1%
SO The Southern Co. 2.61% 266,921 $24.1M Reduce -9.8%
MDT Medtronic PLC 2.58% 263,409 $23.7M Add +14.6%
K Kellanova 2.54% 289,881 $23.4M Reduce -12.2%
ORI Old Republic Intl Corp. 2.51% 653,403 $23.1M Add +0.3%
CMCSA Comcast Corp. Class A 2.51% 553,208 $23.1M Add +23.0%
ABBV Abbvie Inc. 2.45% 114,177 $22.5M Add +0.5%
GTLS Chart Industries Inc. 2.39% 177,319 $22.0M Add +79.2%
CSCO Cisco Systems Inc. 2.39% 412,809 $22.0M Add +0.4%
CVX Chevron Corp. 2.36% 147,273 $21.7M Add +15.7%
GOOG Alphabet Inc. Class C 2.26% 124,264 $20.8M Add +0.3%
HON Honeywell International Inc. 2.25% 100,117 $20.7M Add +0.4%
LYB Lyondellbasell Indu Class A 2.25% 215,718 $20.7M New
NWPX NWPX Infrastructure Inc. filed as NORTHWEST PIPE CO 2.24% 457,229 $20.6M Reduce -0.7%
JNJ Johnson & Johnson 2.21% 125,309 $20.3M Add +0.5%
INMD Inmode Ltd. 2.08% 1,129,828 $19.2M Reduce -10.8%
DINO HF Sinclair Corp. 1.92% 397,466 $17.7M Add +77.1%
RTX RTX Corp. 1.82% 138,154 $16.7M Add +0.8%
CIEN Ciena Corp. 1.80% 269,644 $16.6M Add +0.3%
NVDA Nvidia Corp. 1.74% 131,789 $16.0M Add +0.9%
UPS United Parcel Service Class B 1.61% 108,947 $14.9M Reduce -4.6%
RELL Richardson Elec Ltd. 1.57% 1,173,414 $14.5M Add +7.1%
GMAB Genmab A/S -SP ADR 1.54% 583,113 $14.2M Add +65.4%
CTRA Coterra Energy Inc. 1.53% 586,550 $14.0M Add +62.0%
EXPE Expedia Group Inc. 1.48% 92,051 $13.6M Add +0.4%
KLIC Kulicke & Soffa Industries 1.02% 208,007 $9.4M Add +25.4%
VGSH Vanguard Short-Term Treasury 0.65% 101,079 $6.0M Add +17.8%
VSDA Victoryshares Dividend Accel 0.54% 92,793 $4.9M Add +5.5%
VCSH Vanguard S/T Corp. Bond ETF 0.50% 58,252 $4.6M Add +17.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.46% 7,331 $4.2M Reduce -15.3%
ARKG ARK Genomic Revolution ETF 0.43% 154,817 $4.0M Reduce -1.4%
ADPT Adaptive Biotechnologies 0.43% 769,166 $3.9M Reduce -0.1%
SCHV Schwab US Large-Cap Value 0.36% 41,625 $3.3M Add +4.3%
EXPD Expeditors Intl Wash Inc. 0.34% 24,000 $3.2M No change
RYAM Rayonier Advanced Materials 0.34% 366,972 $3.1M Reduce -60.6%
IEF iShares 7-10 Year Treasury B 0.33% 31,299 $3.1M Add +18.2%
RACE Ferrari NV 0.33% 6,474 $3.0M No change
SNOW Snowflake Inc. 0.26% 21,154 $2.4M Reduce -0.6%
TSLA Tesla Inc. 0.25% 8,682 $2.3M Reduce -1.0%
META Meta Platforms Inc. Class A 0.24% 3,845 $2.2M No change
VFLO Victoryshares Free Cash Flow 0.21% 57,341 $1.9M Add +4.5%
XLK SS Technology Select Sector 0.21% 8,431 $1.9M Add +4.2%
XLC SS Comm Select Sector SPDR 0.18% 18,449 $1.7M Add +4.4%
IVV iShares Core S&P 500 ETF 0.16% 2,566 $1.5M Add +0.0%
RBOT Vicarious Surgical Inc. Class A 0.14% 231,920 $1.3M Reduce -6.2%
FNDA Schwab Fndmntl US SM Co. ETF 0.12% 19,031 $1.1M Add +4.3%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.12% 28,402 $1.1M Add +4.3%
V Visa Inc. Class A 0.11% 3,630 $998K Add +2.4%
SCHD Schwab US DVD Equity ETF 0.09% 10,288 $870K Add +104.4%
XOM Exxon Mobil Corp. 0.08% 6,635 $778K Add +0.1%
SYM Symbotic Inc. 0.08% 31,374 $765K New
NOW ServiceNow Inc. 0.08% 773 $691K New
MCO Moody's Corp. 0.07% 1,291 $613K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.07% 586 $609K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 3,431 $599K Add +0.0%
BA The Boeing Co. 0.06% 3,932 $598K Add +16.1%
GOOGL Alphabet Inc. Class A 0.06% 3,484 $578K Reduce -1.7%
IBIT iShares Bitcoin Trust ETF 0.06% 15,952 $576K Add +6.1%
CPRT Copart Inc. 0.06% 10,640 $558K No change
ETN Eaton Corp. PLC 0.06% 1,669 $553K Reduce -2.0%
XLV SS Health Care Select Sector 0.05% 3,281 $505K Add +5.3%
SCHX Schwab US Large-Cap ETF 0.05% 7,364 $500K Add +16.7%
SBUX Starbucks Corp. 0.05% 5,056 $493K Reduce -23.3%
QQQ Invesco QQQ Trust Series 1 0.05% 975 $476K Add +45.5%
IJH iShares Core S&P Midcap ETF 0.05% 7,143 $445K Add +0.0%
DVN Devon Energy Corp. 0.04% 10,520 $412K Add +16.6%
LOW Lowe's Cos Inc. 0.04% 1,503 $407K No change
ABNB Airbnb Inc. Class A 0.04% 3,209 $407K Reduce -5.8%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 1,049 $403K No change
UBER Uber Technologies Inc. 0.04% 5,031 $378K New
AVPT Avepoint Inc. 0.04% 31,371 $369K New
STIP iShares 0-5 Year Tips Bond E 0.04% 3,570 $362K Add +22.0%
IJR iShares Core S&P Small-Cap E 0.04% 2,959 $346K No change
CRWD CrowdStrike Holdings Inc. Class A 0.04% 1,219 $342K Add +14.6%
DE Deere & Co. 0.04% 816 $341K Add +0.9%
MP MP Materials Corp. 0.04% 18,593 $328K Reduce -2.6%
ENVX Enovix Corp. 0.04% 34,944 $326K Reduce -13.4%
DHR Danaher Corp. 0.04% 1,168 $325K No change
OXY Occidental Petroleum Corp. 0.03% 6,217 $320K New
IWY iShares Russell Top 200 Grow 0.03% 1,410 $310K New
AGNC AGNC Investment Corp. 0.03% 27,922 $292K No change
JPM JPMorgan Chase & Co. 0.03% 1,378 $291K Add +35.5%
RMD Resmed Inc. 0.03% 1,061 $259K No change
ENPH Enphase Energy Inc. 0.03% 2,258 $255K Reduce -37.7%
DIVO Amplify CWP Enhan Divid ETF 0.03% 5,978 $246K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,912 $235K No change
PFE Pfizer Inc. 0.02% 7,904 $229K New
VTI VG Morningstar TS MKT ETF-US 0.02% 799 $226K New
VOO Vanguard S&P 500 ETF 0.02% 396 $209K New
CL Colgate-Palmolive Co. 0.02% 1,988 $206K New
CLIR Clearsign Technologies Corp. 0.01% 115,000 $98K No change

Show all 102 holdings

Portfolio Sells Q2 2024 → Q3 2024
PPG PPG Industries Inc. Sold out 0.00% −2.03
MSFT Microsoft Corp. Reduce -12.0% 6.97% −1.82
ALK Alaska Air Group Inc. Sold out 0.00% −1.32
QCOM Qualcomm Inc. Reduce -8.6% 2.70% −0.99
INMD Inmode Ltd. Reduce -10.8% 2.08% −0.60
AVGO Broadcom Inc. Reduce -18.4% 2.72% −0.59
F Ford Motor Co. Sold out 0.00% −0.31
RYAM Rayonier Advanced Materials Reduce -60.6% 0.34% −0.25
UPS United Parcel Service Class B Reduce -4.6% 1.61% −0.20
SPY SS SPDR S&P 500 ETF Trust-US Reduce -15.3% 0.46% −0.09
COST Costco Wholesale Corp. Reduce -0.3% 2.73% −0.07
AAPL Apple Inc. Reduce -5.0% 4.45% −0.07
SNOW Snowflake Inc. Reduce -0.6% 0.26% −0.07
INFN Infinera Corp. Sold out 0.00% −0.05
SO The Southern Co. Reduce -9.8% 2.61% −0.05
ENVX Enovix Corp. Reduce -13.4% 0.04% −0.04
RBOT Vicarious Surgical Inc. Class A Reduce -6.2% 0.14% −0.03
BND Vanguard Total Bond Market Sold out 0.00% −0.02
ABNB Airbnb Inc. Class A Reduce -5.8% 0.04% −0.02
ENPH Enphase Energy Inc. Reduce -37.7% 0.03% −0.01
GOOGL Alphabet Inc. Class A Reduce -1.7% 0.06% −0.01
SBUX Starbucks Corp. Reduce -23.3% 0.05% −0.01
ETN Eaton Corp. PLC Reduce -2.0% 0.06% −0.00
ARKG ARK Genomic Revolution ETF Reduce -1.4% 0.43% +0.00
MP MP Materials Corp. Reduce -2.6% 0.04% +0.01
TSLA Tesla Inc. Reduce -1.0% 0.25% +0.05
ADPT Adaptive Biotechnologies Reduce -0.1% 0.43% +0.10
K Kellanova Reduce -12.2% 2.54% +0.33
NWPX NWPX Infrastructure Inc. Reduce -0.7% 2.24% +0.43

Portfolio Buys Q2 2024 → Q3 2024
LYB Lyondellbasell Indu Class A New 2.25% +2.25
GTLS Chart Industries Inc. Add +79.2% 2.39% +0.73
DINO HF Sinclair Corp. Add +77.1% 1.92% +0.54
GMAB Genmab A/S -SP ADR Add +65.4% 1.54% +0.52
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 7.78% +0.50
MDT Medtronic PLC Add +14.6% 2.58% +0.48
CMCSA Comcast Corp. Class A Add +23.0% 2.51% +0.47
TGT Target Corp. Add +20.1% 2.67% +0.41
CTRA Coterra Energy Inc. Add +62.0% 1.53% +0.41
CIEN Ciena Corp. Add +0.3% 1.80% +0.30
CMI Cummins Inc. Add +0.3% 2.68% +0.24
RTX RTX Corp. Add +0.8% 1.82% +0.22
ABBV Abbvie Inc. Add +0.5% 2.45% +0.19
ORI Old Republic Intl Corp. Add +0.3% 2.51% +0.18
CB Chubb Ltd. Add +0.3% 2.70% +0.16
EXPE Expedia Group Inc. Add +0.4% 1.48% +0.14
CSCO Cisco Systems Inc. Add +0.4% 2.39% +0.12
JNJ Johnson & Johnson Add +0.5% 2.21% +0.09
SYM Symbotic Inc. New 0.08% +0.08
NOW ServiceNow Inc. New 0.08% +0.08
KLIC Kulicke & Soffa Industries Add +25.4% 1.02% +0.07
VGSH Vanguard Short-Term Treasury Add +17.8% 0.65% +0.07
RELL Richardson Elec Ltd. Add +7.1% 1.57% +0.06
VCSH Vanguard S/T Corp. Bond ETF Add +17.6% 0.50% +0.06
SCHD Schwab US DVD Equity ETF Add +104.4% 0.09% +0.05
CVX Chevron Corp. Add +15.7% 2.36% +0.05
IEF iShares 7-10 Year Treasury B Add +18.2% 0.33% +0.05
VSDA Victoryshares Dividend Accel Add +5.5% 0.54% +0.04
UBER Uber Technologies Inc. New 0.04% +0.04
AVPT Avepoint Inc. New 0.04% +0.04
OXY Occidental Petroleum Corp. New 0.03% +0.03
IWY iShares Russell Top 200 Grow New 0.03% +0.03
DIVO Amplify CWP Enhan Divid ETF New 0.03% +0.03
PFE Pfizer Inc. New 0.02% +0.02
VTI VG Morningstar TS MKT ETF-US New 0.02% +0.02
VOO Vanguard S&P 500 ETF New 0.02% +0.02
CL Colgate-Palmolive Co. New 0.02% +0.02
SCHV Schwab US Large-Cap Value Add +4.3% 0.36% +0.02
QQQ Invesco QQQ Trust Series 1 Add +45.5% 0.05% +0.01
VFLO Victoryshares Free Cash Flow Add +4.5% 0.21% +0.01
JPM JPMorgan Chase & Co. Add +35.5% 0.03% +0.01
SCHX Schwab US Large-Cap ETF Add +16.7% 0.05% +0.01
FNDA Schwab Fndmntl US SM Co. ETF Add +4.3% 0.12% +0.01
STIP iShares 0-5 Year Tips Bond E Add +22.0% 0.04% +0.01
XLC SS Comm Select Sector SPDR Add +4.4% 0.18% +0.01
FNDF Schwab Fndmn Intl LRG Co. ETF Add +4.3% 0.12% +0.00
IBIT iShares Bitcoin Trust ETF Add +6.1% 0.06% +0.00
MVIS Microvision Inc. New 0.00% +0.00
XLV SS Health Care Select Sector Add +5.3% 0.05% +0.00
DE Deere & Co. Add +0.9% 0.04% +0.00

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