DDD Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), DDD Partners, LLC reported 98 stock positions worth $813.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.6% of the portfolio, followed by Microsoft (MSFT, 7.0%) and Apple (AAPL, 5.1%). Compared with Q3 2024, it opened 5 new positions, sold out of 9, added to 35 and reduced 50. The biggest buy was a new position in General Mills (GIS) and the biggest sale an exit from Kellanova (K).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0001729673
- Portfolio Value
- $813.7M (Q4 2024)
- SEC Filing
- 0001729673-25-000003 ↗ filed Jan 31, 2025
Holdings Value
Holdings 98 stocks · $813.7M
| BRK.B Berkshire Hathaway Inc. Class B | 7.58% | 136,115 | $61.7M | Reduce -12.5% |
| MSFT Microsoft Corp. | 7.05% | 136,086 | $57.4M | Reduce -8.8% |
| AAPL Apple Inc. | 5.07% | 164,623 | $41.2M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 4.91% | 182,128 | $40.0M | Reduce -13.6% |
| COST Costco Wholesale Corp. | 2.94% | 26,147 | $24.0M | Reduce -7.7% |
| CSCO Cisco Systems Inc. | 2.92% | 401,555 | $23.8M | Reduce -2.7% |
| CB Chubb Ltd. | 2.86% | 84,321 | $23.3M | Reduce -2.3% |
| ORI Old Republic Intl Corp. | 2.86% | 642,511 | $23.3M | Reduce -1.7% |
| CMI Cummins Inc. | 2.78% | 64,860 | $22.6M | Reduce -14.9% |
| TGT Target Corp. | 2.76% | 165,968 | $22.4M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 2.74% | 117,200 | $22.3M | Reduce -5.7% |
| ABBV Abbvie Inc. | 2.74% | 125,345 | $22.3M | Add +9.8% |
| AVGO Broadcom Inc. | 2.72% | 95,412 | $22.1M | Reduce -34.3% |
| HON Honeywell International Inc. | 2.71% | 97,466 | $22.0M | Reduce -2.6% |
| NWPX NWPX Infrastructure Inc. filed as NORTHWEST PIPE CO | 2.68% | 451,609 | $21.8M | Reduce -1.2% |
| GIS General Mills Inc. | 2.68% | 341,474 | $21.8M | New |
| SO The Southern Co. | 2.63% | 260,029 | $21.4M | Reduce -2.6% |
| MDT Medtronic PLC | 2.49% | 254,015 | $20.3M | Reduce -3.6% |
| CMCSA Comcast Corp. Class A | 2.49% | 539,905 | $20.3M | Reduce -2.4% |
| QCOM Qualcomm Inc. | 2.33% | 123,309 | $18.9M | Reduce -15.7% |
| CVX Chevron Corp. | 2.26% | 126,760 | $18.4M | Reduce -13.9% |
| NVDA Nvidia Corp. | 2.15% | 130,164 | $17.5M | Reduce -1.2% |
| EXPE Expedia Group Inc. | 2.01% | 87,749 | $16.4M | Reduce -4.7% |
| RELL Richardson Elec Ltd. | 2.00% | 1,161,625 | $16.3M | Reduce -1.0% |
| RTX RTX Corp. | 1.86% | 130,822 | $15.1M | Reduce -5.3% |
| JNJ Johnson & Johnson | 1.72% | 96,500 | $14.0M | Reduce -23.0% |
| GTLS Chart Industries Inc. | 1.68% | 71,431 | $13.6M | Reduce -59.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 18,872 | $11.1M | Add +157.4% |
| CTRA Coterra Energy Inc. | 1.33% | 424,441 | $10.8M | Reduce -27.6% |
| CIEN Ciena Corp. | 1.29% | 123,993 | $10.5M | Reduce -54.0% |
| ON On Semiconductor | 1.27% | 164,009 | $10.3M | New |
| INMD Inmode Ltd. | 1.25% | 606,965 | $10.1M | Reduce -46.3% |
| VSDA Victoryshares Dividend Accel | 1.16% | 186,195 | $9.5M | Add +100.7% |
| LYB Lyondellbasell Indu Class A | 0.90% | 98,229 | $7.3M | Reduce -54.5% |
| VGSH Vanguard Short-Term Treasury | 0.81% | 112,591 | $6.6M | Add +11.4% |
| DINO HF Sinclair Corp. | 0.78% | 180,762 | $6.3M | Reduce -54.5% |
| ELAN Elanco Animal Health Inc. | 0.73% | 493,276 | $6.0M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.62% | 64,870 | $5.1M | Add +11.4% |
| GMAB Genmab A/S -SP ADR | 0.58% | 226,074 | $4.7M | Reduce -61.2% |
| IEF iShares 7-10 Year Treasury B | 0.41% | 36,288 | $3.4M | Add +15.9% |
| SCHV Schwab US Large-Cap Value | 0.40% | 126,275 | $3.3M | Add +1.1% |
| TSLA Tesla Inc. | 0.35% | 6,986 | $2.8M | Reduce -19.5% |
| RACE Ferrari NV | 0.34% | 6,474 | $2.8M | No change |
| EXPD Expeditors Intl Wash Inc. | 0.33% | 24,000 | $2.7M | No change |
| RBOT Vicarious Surgical Inc. Class A | 0.30% | 185,467 | $2.4M | Reduce -20.0% |
| META Meta Platforms Inc. Class A | 0.26% | 3,579 | $2.1M | Reduce -6.9% |
| XLK SS Technology Select Sector | 0.24% | 8,564 | $2.0M | Add +1.6% |
| VFLO Victoryshares Free Cash Flow | 0.24% | 58,209 | $2.0M | Add +1.5% |
| XLC SS Comm Select Sector SPDR | 0.22% | 18,739 | $1.8M | Add +1.6% |
| RYAM Rayonier Advanced Materials | 0.20% | 200,550 | $1.7M | Reduce -45.4% |
| IVV iShares Core S&P 500 ETF | 0.19% | 2,566 | $1.5M | No change |
| V Visa Inc. Class A | 0.14% | 3,656 | $1.2M | Add +0.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.14% | 38,605 | $1.1M | Add +1.4% |
| SNOW Snowflake Inc. | 0.12% | 6,374 | $984K | Reduce -69.9% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.12% | 28,903 | $960K | Add +1.8% |
| UBER Uber Technologies Inc. | 0.11% | 14,834 | $895K | Add +194.8% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 31,246 | $854K | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 1,519 | $777K | Add +55.8% |
| GOOGL Alphabet Inc. Class A | 0.09% | 3,905 | $739K | Add +12.1% |
| XOM Exxon Mobil Corp. | 0.09% | 6,715 | $722K | Add +1.2% |
| SYM Symbotic Inc. | 0.08% | 28,982 | $687K | Reduce -7.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.08% | 4,231 | $684K | New |
| ARKG ARK Genomic Revolution ETF | 0.08% | 28,447 | $670K | Reduce -81.6% |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 11,664 | $619K | Reduce -26.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.08% | 586 | $618K | No change |
| MCO Moody's Corp. | 0.08% | 1,292 | $612K | Add +0.1% |
| CPRT Copart Inc. | 0.07% | 10,640 | $611K | No change |
| BA The Boeing Co. | 0.07% | 3,351 | $593K | Reduce -14.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 3,489 | $591K | Add +1.7% |
| SBUX Starbucks Corp. | 0.07% | 6,186 | $564K | Add +22.4% |
| ETN Eaton Corp. PLC | 0.07% | 1,681 | $558K | Add +0.7% |
| NOW ServiceNow Inc. | 0.07% | 525 | $557K | Reduce -32.1% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 7,210 | $449K | Add +0.9% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 18,929 | $439K | Reduce -14.3% |
| XLV SS Health Care Select Sector | 0.05% | 3,116 | $429K | Reduce -5.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,039 | $427K | Reduce -0.9% |
| ADPT Adaptive Biotechnologies | 0.05% | 64,747 | $388K | Reduce -91.6% |
| DE Deere & Co. | 0.05% | 916 | $388K | Add +12.3% |
| LOW Lowe's Cos Inc. | 0.05% | 1,509 | $372K | Add +0.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.05% | 3,680 | $370K | Add +3.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 1,081 | $370K | Reduce -11.3% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,994 | $345K | Add +1.2% |
| JPM JPMorgan Chase & Co. | 0.04% | 1,416 | $339K | Add +2.8% |
| IWY iShares Russell Top 200 Grow | 0.04% | 1,410 | $332K | No change |
| ENVX Enovix Corp. | 0.04% | 29,697 | $323K | Reduce -15.0% |
| ABNB Airbnb Inc. Class A | 0.03% | 2,114 | $278K | Reduce -34.1% |
| DHR Danaher Corp. | 0.03% | 1,172 | $269K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 5,976 | $263K | Add +1.1% |
| RMD Resmed Inc. | 0.03% | 1,063 | $243K | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 810 | $235K | Add +1.4% |
| MP MP Materials Corp. | 0.03% | 13,871 | $216K | Reduce -25.4% |
| VOO Vanguard S&P 500 ETF | 0.03% | 398 | $215K | Add +0.5% |
| OEF iShares S&P 100 ETF | 0.03% | 714 | $206K | New |
| ENPH Enphase Energy Inc. | 0.02% | 2,924 | $201K | Add +29.5% |
| AGNC AGNC Investment Corp. | 0.02% | 18,058 | $166K | Reduce -35.3% |
| CLIR Clearsign Technologies Corp. | 0.02% | 105,000 | $151K | Reduce -8.7% |
| DSX Diana Shipping Inc. | 0.01% | 31,338 | $61K | No change |
| MVIS Microvision Inc. | 0.00% | 23,550 | $31K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| K Kellanova | Sold out | 0.00% | −2.54 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −1.61 |
| LYB Lyondellbasell Indu Class A | Reduce -54.5% | 0.90% | −1.35 |
| DINO HF Sinclair Corp. | Reduce -54.5% | 0.78% | −1.15 |
| KLIC Kulicke & Soffa Industries | Sold out | 0.00% | −1.02 |
| GMAB Genmab A/S -SP ADR | Reduce -61.2% | 0.58% | −0.96 |
| INMD Inmode Ltd. | Reduce -46.3% | 1.25% | −0.83 |
| GTLS Chart Industries Inc. | Reduce -59.7% | 1.68% | −0.71 |
| CIEN Ciena Corp. | Reduce -54.0% | 1.29% | −0.51 |
| JNJ Johnson & Johnson | Reduce -23.0% | 1.72% | −0.49 |
| ADPT Adaptive Biotechnologies | Reduce -91.6% | 0.05% | −0.38 |
| QCOM Qualcomm Inc. | Reduce -15.7% | 2.33% | −0.37 |
| ARKG ARK Genomic Revolution ETF | Reduce -81.6% | 0.08% | −0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -12.5% | 7.58% | −0.20 |
| CTRA Coterra Energy Inc. | Reduce -27.6% | 1.33% | −0.19 |
| SNOW Snowflake Inc. | Reduce -69.9% | 0.12% | −0.14 |
| RYAM Rayonier Advanced Materials | Reduce -45.4% | 0.20% | −0.14 |
| CVX Chevron Corp. | Reduce -13.9% | 2.26% | −0.10 |
| MDT Medtronic PLC | Reduce -3.6% | 2.49% | −0.08 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.04 |
| AVPT Avepoint Inc. | Sold out | 0.00% | −0.04 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.03 |
| DIVO Amplify CWP Enhan Divid ETF | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.02 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -2.4% | 2.49% | −0.02 |
| AGNC AGNC Investment Corp. | Reduce -35.3% | 0.02% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -34.1% | 0.03% | −0.01 |
| MP MP Materials Corp. | Reduce -25.4% | 0.03% | −0.01 |
| NOW ServiceNow Inc. | Reduce -32.1% | 0.07% | −0.01 |
| AVGO Broadcom Inc. | Reduce -34.3% | 2.72% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -5.0% | 0.05% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -14.3% | 0.05% | −0.00 |
| SYM Symbotic Inc. | Reduce -7.6% | 0.08% | +0.00 |
| ENVX Enovix Corp. | Reduce -15.0% | 0.04% | +0.00 |
| BA The Boeing Co. | Reduce -14.8% | 0.07% | +0.01 |
| CLIR Clearsign Technologies Corp. | Reduce -8.7% | 0.02% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -11.3% | 0.05% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.9% | 0.05% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Reduce -26.9% | 0.08% | +0.01 |
| SO The Southern Co. | Reduce -2.6% | 2.63% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -6.9% | 0.26% | +0.02 |
| RTX RTX Corp. | Reduce -5.3% | 1.86% | +0.04 |
| MSFT Microsoft Corp. | Reduce -8.8% | 7.05% | +0.08 |
| CMI Cummins Inc. | Reduce -14.9% | 2.78% | +0.10 |
| TSLA Tesla Inc. | Reduce -19.5% | 0.35% | +0.10 |
| RBOT Vicarious Surgical Inc. Class A | Reduce -20.0% | 0.30% | +0.16 |
| CB Chubb Ltd. | Reduce -2.3% | 2.86% | +0.16 |
| COST Costco Wholesale Corp. | Reduce -7.7% | 2.94% | +0.22 |
| ORI Old Republic Intl Corp. | Reduce -1.7% | 2.86% | +0.34 |
Portfolio Buys Q3 2024 → Q4 2024
| GIS General Mills Inc. | New | 2.68% | +2.68 |
| ON On Semiconductor | New | 1.27% | +1.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +157.4% | 1.36% | +0.90 |
| ELAN Elanco Animal Health Inc. | New | 0.73% | +0.73 |
| VSDA Victoryshares Dividend Accel | Add +100.7% | 1.16% | +0.63 |
| ABBV Abbvie Inc. | Add +9.8% | 2.74% | +0.29 |
| VGSH Vanguard Short-Term Treasury | Add +11.4% | 0.81% | +0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.4% | 0.62% | +0.12 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | New | 0.08% | +0.08 |
| TGT Target Corp. | Add +5.1% | 2.76% | +0.08 |
| IEF iShares 7-10 Year Treasury B | Add +15.9% | 0.41% | +0.08 |
| UBER Uber Technologies Inc. | Add +194.8% | 0.11% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +55.8% | 0.10% | +0.04 |
| XLC SS Comm Select Sector SPDR | Add +1.6% | 0.22% | +0.04 |
| SCHV Schwab US Large-Cap Value | Add +1.1% | 0.40% | +0.04 |
| XLK SS Technology Select Sector | Add +1.6% | 0.24% | +0.04 |
| VFLO Victoryshares Free Cash Flow | Add +1.5% | 0.24% | +0.04 |
| V Visa Inc. Class A | Add +0.7% | 0.14% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +12.1% | 0.09% | +0.03 |
| OEF iShares S&P 100 ETF | New | 0.03% | +0.03 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.4% | 0.14% | +0.02 |
| SBUX Starbucks Corp. | Add +22.4% | 0.07% | +0.02 |
| DE Deere & Co. | Add +12.3% | 0.05% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +1.2% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 0.04% | +0.01 |
| MCO Moody's Corp. | Add +0.1% | 0.08% | +0.01 |
| ETN Eaton Corp. PLC | Add +0.7% | 0.07% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.7% | 0.07% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.9% | 0.06% | +0.01 |
| BAC Bank of America Corp. | Add +1.1% | 0.03% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.1% | 0.05% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.2% | 0.04% | +0.00 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.09% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.4% | 0.03% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 0.03% | +0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +1.8% | 0.12% | +0.00 |
| RMD Resmed Inc. | Add +0.2% | 0.03% | +0.00 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.05% | +0.00 |
| DHR Danaher Corp. | Add +0.3% | 0.03% | −0.00 |
| ENPH Enphase Energy Inc. | Add +29.5% | 0.02% | −0.00 |
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 |