DDD Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), DDD Partners, LLC reported 102 stock positions worth $823.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.5% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Apple (AAPL, 4.2%). Compared with Q4 2024, it opened 10 new positions, sold out of 6, added to 42 and reduced 40. The biggest buy was a new position in United Parcel Service Class B (UPS) and the biggest sale an exit from Honeywell International (HON).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0001729673
- Portfolio Value
- $823.1M (Q1 2025)
- SEC Filing
- 0001729673-25-000005 ↗ filed May 2, 2025
Holdings Value
Holdings 102 stocks · $823.1M
| BRK.B Berkshire Hathaway Inc. Class B | 8.47% | 130,906 | $69.7M | Reduce -3.8% |
| MSFT Microsoft Corp. | 6.19% | 135,778 | $51.0M | Reduce -0.2% |
| AAPL Apple Inc. | 4.21% | 155,838 | $34.6M | Reduce -5.3% |
| AMZN Amazon.com Inc. | 3.97% | 171,576 | $32.6M | Reduce -5.8% |
| CB Chubb Ltd. | 2.99% | 81,418 | $24.6M | Reduce -3.4% |
| COST Costco Wholesale Corp. | 2.97% | 25,810 | $24.4M | Reduce -1.3% |
| ORI Old Republic Intl Corp. | 2.96% | 620,574 | $24.3M | Reduce -3.4% |
| JNJ Johnson & Johnson | 2.93% | 145,274 | $24.1M | Add +50.5% |
| CMCSA Comcast Corp. Class A | 2.87% | 641,233 | $23.7M | Add +18.8% |
| ABBV Abbvie Inc. | 2.86% | 112,523 | $23.6M | Reduce -10.2% |
| SO The Southern Co. | 2.81% | 251,582 | $23.1M | Reduce -3.3% |
| CVX Chevron Corp. | 2.81% | 138,268 | $23.1M | Add +9.1% |
| MDT Medtronic PLC | 2.70% | 247,344 | $22.2M | Reduce -2.6% |
| GIS General Mills Inc. | 2.65% | 364,848 | $21.8M | Add +6.8% |
| CSCO Cisco Systems Inc. | 2.63% | 351,097 | $21.7M | Reduce -12.6% |
| UPS United Parcel Service Class B | 2.49% | 186,069 | $20.5M | New |
| LYB Lyondellbasell Indu Class A | 2.44% | 285,521 | $20.1M | Add +190.7% |
| CMI Cummins Inc. | 2.25% | 59,212 | $18.6M | Reduce -8.7% |
| NWPX NWPX Infrastructure Inc. filed as NORTHWEST PIPE CO | 2.25% | 448,524 | $18.5M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 2.23% | 119,259 | $18.3M | Reduce -3.3% |
| INMD Inmode Ltd. | 2.13% | 989,903 | $17.6M | Add +63.1% |
| DINO HF Sinclair Corp. | 2.06% | 516,024 | $17.0M | Add +185.5% |
| TGT Target Corp. | 2.04% | 160,725 | $16.8M | Reduce -3.2% |
| GOOG Alphabet Inc. Class C | 2.00% | 105,527 | $16.5M | Reduce -10.0% |
| ELAN Elanco Animal Health Inc. | 1.90% | 1,492,992 | $15.7M | Add +202.7% |
| AVGO Broadcom Inc. | 1.90% | 93,475 | $15.7M | Reduce -2.0% |
| ON On Semiconductor | 1.71% | 345,208 | $14.0M | Add +110.5% |
| CTRA Coterra Energy Inc. | 1.68% | 478,938 | $13.8M | Add +12.8% |
| RELL Richardson Elec Ltd. | 1.56% | 1,151,553 | $12.9M | Reduce -0.9% |
| CVS CVS Health Corp. | 1.49% | 180,442 | $12.2M | New |
| GMAB Genmab A/S -SP ADR | 1.43% | 601,050 | $11.8M | Add +165.9% |
| NVDA Nvidia Corp. | 1.38% | 104,767 | $11.4M | Reduce -19.5% |
| RTX RTX Corp. | 1.28% | 79,695 | $10.6M | Reduce -39.1% |
| GTLS Chart Industries Inc. | 0.99% | 56,710 | $8.2M | Reduce -20.6% |
| VGSH Vanguard Short-Term Treasury | 0.98% | 137,952 | $8.1M | Add +22.5% |
| CIEN Ciena Corp. | 0.81% | 110,476 | $6.7M | Reduce -10.9% |
| HII Huntington Ingalls Industrie | 0.81% | 32,700 | $6.7M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.76% | 79,219 | $6.3M | Add +22.1% |
| VSDA Victoryshares Dividend Accel | 0.62% | 98,071 | $5.1M | Reduce -47.3% |
| IEF iShares 7-10 Year Treasury B | 0.51% | 44,239 | $4.2M | Add +21.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 7,435 | $4.2M | Reduce -60.6% |
| SCHV Schwab US Large-Cap Value | 0.42% | 129,417 | $3.4M | Add +2.5% |
| EXPD Expeditors Intl Wash Inc. | 0.35% | 24,000 | $2.9M | No change |
| RACE Ferrari NV | 0.34% | 6,474 | $2.8M | No change |
| META Meta Platforms Inc. Class A | 0.25% | 3,637 | $2.1M | Add +1.6% |
| VFLO Victoryshares Free Cash Flow | 0.25% | 59,782 | $2.0M | Add +2.7% |
| XLC SS Comm Select Sector SPDR | 0.23% | 19,246 | $1.9M | Add +2.7% |
| XLK SS Technology Select Sector | 0.22% | 8,810 | $1.8M | Add +2.9% |
| UBER Uber Technologies Inc. | 0.20% | 22,251 | $1.6M | Add +50.0% |
| IVV iShares Core S&P 500 ETF | 0.18% | 2,581 | $1.5M | Add +0.6% |
| RBOT Vicarious Surgical Inc. Class A | 0.17% | 213,824 | $1.4M | Add +15.3% |
| TSLA Tesla Inc. | 0.16% | 5,134 | $1.3M | Reduce -26.5% |
| V Visa Inc. Class A | 0.16% | 3,644 | $1.3M | Reduce -0.3% |
| RYAM Rayonier Advanced Materials | 0.14% | 200,000 | $1.1M | Reduce -0.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.13% | 39,559 | $1.1M | Add +2.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.13% | 29,623 | $1.1M | Add +2.5% |
| SNOW Snowflake Inc. | 0.13% | 7,299 | $1.1M | Add +14.5% |
| SYM Symbotic Inc. | 0.12% | 48,073 | $972K | Add +65.9% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 31,699 | $886K | Add +1.4% |
| PFE Pfizer Inc. | 0.10% | 32,237 | $817K | New |
| XOM Exxon Mobil Corp. | 0.10% | 6,811 | $810K | Add +1.4% |
| ARKG ARK Genomic Revolution ETF | 0.09% | 35,741 | $742K | Add +25.6% |
| OXY Occidental Petroleum Corp. | 0.09% | 14,570 | $719K | New |
| ARLO Arlo Technologies Inc. | 0.08% | 62,658 | $618K | New |
| MCO Moody's Corp. | 0.07% | 1,310 | $610K | Add +1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 3,490 | $603K | Add +0.0% |
| CPRT Copart Inc. | 0.07% | 10,649 | $603K | Add +0.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.07% | 586 | $579K | No change |
| BA The Boeing Co. | 0.07% | 3,389 | $578K | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 0.07% | 3,686 | $570K | Reduce -5.6% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 11,927 | $558K | Add +2.3% |
| SBUX Starbucks Corp. | 0.07% | 5,595 | $549K | Reduce -9.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 1,117 | $524K | Reduce -26.5% |
| XLV SS Health Care Select Sector | 0.06% | 3,116 | $455K | No change |
| ETN Eaton Corp. PLC | 0.05% | 1,643 | $447K | Reduce -2.3% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 18,929 | $418K | No change |
| IJH iShares Core S&P Midcap ETF | 0.05% | 7,146 | $417K | Reduce -0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 1,171 | $413K | Add +8.3% |
| NOW ServiceNow Inc. | 0.05% | 488 | $389K | Reduce -7.0% |
| DE Deere & Co. | 0.05% | 822 | $386K | Reduce -10.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,039 | $385K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 1,451 | $356K | Add +2.5% |
| LOW Lowe's Cos Inc. | 0.04% | 1,515 | $353K | Add +0.4% |
| DVN Devon Energy Corp. | 0.04% | 9,280 | $347K | New |
| MP MP Materials Corp. | 0.04% | 13,810 | $337K | Reduce -0.4% |
| ISRG Intuitive Surgical Inc. | 0.04% | 642 | $318K | New |
| IJR iShares Core S&P Small-Cap E | 0.04% | 2,959 | $309K | Reduce -1.2% |
| IWY iShares Russell Top 200 Grow | 0.04% | 1,410 | $297K | No change |
| HD Home Depot Inc. | 0.04% | 805 | $295K | New |
| ENPH Enphase Energy Inc. | 0.03% | 4,275 | $265K | Add +46.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 6,112 | $255K | Add +2.3% |
| DHR Danaher Corp. | 0.03% | 1,189 | $244K | Add +1.4% |
| RMD Resmed Inc. | 0.03% | 1,061 | $238K | Reduce -0.2% |
| ABNB Airbnb Inc. Class A | 0.03% | 1,965 | $235K | Reduce -7.0% |
| ENVX Enovix Corp. | 0.03% | 31,461 | $231K | Add +5.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.03% | 804 | $221K | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.02% | 398 | $205K | No change |
| AGNC AGNC Investment Corp. | 0.02% | 18,058 | $173K | No change |
| ETHA iShares Ethereum Trust ETF | 0.02% | 12,116 | $167K | New |
| CLIR Clearsign Technologies Corp. | 0.01% | 115,000 | $86K | Add +9.5% |
Portfolio Sells Q4 2024 → Q1 2025
| HON Honeywell International Inc. | Sold out | 0.00% | −2.71 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −2.01 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 3.97% | −0.94 |
| AAPL Apple Inc. | Reduce -5.3% | 4.21% | −0.86 |
| MSFT Microsoft Corp. | Reduce -0.2% | 6.19% | −0.86 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -60.6% | 0.51% | −0.85 |
| AVGO Broadcom Inc. | Reduce -2.0% | 1.90% | −0.82 |
| NVDA Nvidia Corp. | Reduce -19.5% | 1.38% | −0.77 |
| GOOG Alphabet Inc. Class C | Reduce -10.0% | 2.00% | −0.74 |
| TGT Target Corp. | Reduce -3.2% | 2.04% | −0.72 |
| GTLS Chart Industries Inc. | Reduce -20.6% | 0.99% | −0.68 |
| RTX RTX Corp. | Reduce -39.1% | 1.28% | −0.58 |
| VSDA Victoryshares Dividend Accel | Reduce -47.3% | 0.62% | −0.55 |
| CMI Cummins Inc. | Reduce -8.7% | 2.25% | −0.52 |
| CIEN Ciena Corp. | Reduce -10.9% | 0.81% | −0.48 |
| RELL Richardson Elec Ltd. | Reduce -0.9% | 1.56% | −0.44 |
| NWPX NWPX Infrastructure Inc. | Reduce -0.7% | 2.25% | −0.43 |
| CSCO Cisco Systems Inc. | Reduce -12.6% | 2.63% | −0.29 |
| TSLA Tesla Inc. | Reduce -26.5% | 0.16% | −0.18 |
| QCOM Qualcomm Inc. | Reduce -3.3% | 2.23% | −0.10 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.08 |
| RYAM Rayonier Advanced Materials | Reduce -0.3% | 0.14% | −0.06 |
| ADPT Adaptive Biotechnologies | Sold out | 0.00% | −0.05 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -26.5% | 0.06% | −0.03 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -5.6% | 0.07% | −0.02 |
| NOW ServiceNow Inc. | Reduce -7.0% | 0.05% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -2.3% | 0.05% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -7.0% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 0.04% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.9% | 0.05% | −0.00 |
| SBUX Starbucks Corp. | Reduce -9.6% | 0.07% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.03% | −0.00 |
| RMD Resmed Inc. | Reduce -0.2% | 0.03% | −0.00 |
| DE Deere & Co. | Reduce -10.3% | 0.05% | −0.00 |
| MVIS Microvision Inc. | Reduce -0.8% | 0.00% | −0.00 |
| V Visa Inc. Class A | Reduce -0.3% | 0.16% | +0.01 |
| MP MP Materials Corp. | Reduce -0.4% | 0.04% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 2.97% | +0.02 |
| ORI Old Republic Intl Corp. | Reduce -3.4% | 2.96% | +0.10 |
| CB Chubb Ltd. | Reduce -3.4% | 2.99% | +0.12 |
| ABBV Abbvie Inc. | Reduce -10.2% | 2.86% | +0.13 |
| SO The Southern Co. | Reduce -3.3% | 2.81% | +0.18 |
| MDT Medtronic PLC | Reduce -2.6% | 2.70% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 8.47% | +0.89 |
Portfolio Buys Q4 2024 → Q1 2025
| UPS United Parcel Service Class B | New | 2.49% | +2.49 |
| LYB Lyondellbasell Indu Class A | Add +190.7% | 2.44% | +1.55 |
| CVS CVS Health Corp. | New | 1.49% | +1.49 |
| DINO HF Sinclair Corp. | Add +185.5% | 2.06% | +1.28 |
| JNJ Johnson & Johnson | Add +50.5% | 2.93% | +1.21 |
| ELAN Elanco Animal Health Inc. | Add +202.7% | 1.90% | +1.17 |
| INMD Inmode Ltd. | Add +63.1% | 2.13% | +0.89 |
| GMAB Genmab A/S -SP ADR | Add +165.9% | 1.43% | +0.85 |
| HII Huntington Ingalls Industrie | New | 0.81% | +0.81 |
| CVX Chevron Corp. | Add +9.1% | 2.81% | +0.55 |
| ON On Semiconductor | Add +110.5% | 1.71% | +0.44 |
| CMCSA Comcast Corp. Class A | Add +18.8% | 2.87% | +0.38 |
| CTRA Coterra Energy Inc. | Add +12.8% | 1.68% | +0.35 |
| VGSH Vanguard Short-Term Treasury | Add +22.5% | 0.98% | +0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +22.1% | 0.76% | +0.14 |
| IEF iShares 7-10 Year Treasury B | Add +21.9% | 0.51% | +0.10 |
| PFE Pfizer Inc. | New | 0.10% | +0.10 |
| OXY Occidental Petroleum Corp. | New | 0.09% | +0.09 |
| UBER Uber Technologies Inc. | Add +50.0% | 0.20% | +0.09 |
| ARLO Arlo Technologies Inc. | New | 0.08% | +0.08 |
| DVN Devon Energy Corp. | New | 0.04% | +0.04 |
| ISRG Intuitive Surgical Inc. | New | 0.04% | +0.04 |
| HD Home Depot Inc. | New | 0.04% | +0.04 |
| SYM Symbotic Inc. | Add +65.9% | 0.12% | +0.03 |
| ETHA iShares Ethereum Trust ETF | New | 0.02% | +0.02 |
| SCHV Schwab US Large-Cap Value | Add +2.5% | 0.42% | +0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.5% | 0.13% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.10% | +0.01 |
| SNOW Snowflake Inc. | Add +14.5% | 0.13% | +0.01 |
| ARKG ARK Genomic Revolution ETF | Add +25.6% | 0.09% | +0.01 |
| ENPH Enphase Energy Inc. | Add +46.2% | 0.03% | +0.01 |
| VFLO Victoryshares Free Cash Flow | Add +2.7% | 0.25% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.3% | 0.05% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +1.4% | 0.11% | +0.00 |
| XLC SS Comm Select Sector SPDR | Add +2.7% | 0.23% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 0.04% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.0% | 0.07% | +0.00 |
| MCO Moody's Corp. | Add +1.4% | 0.07% | −0.00 |
| BAC Bank of America Corp. | Add +2.3% | 0.03% | −0.00 |
| CPRT Copart Inc. | Add +0.1% | 0.07% | −0.00 |
| BA The Boeing Co. | Add +1.1% | 0.07% | −0.00 |
| META Meta Platforms Inc. Class A | Add +1.6% | 0.25% | −0.00 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.04% | −0.00 |
| DHR Danaher Corp. | Add +1.4% | 0.03% | −0.00 |
| CLIR Clearsign Technologies Corp. | Add +9.5% | 0.01% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +2.3% | 0.07% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +2.5% | 0.13% | −0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 0.18% | −0.01 |
| ENVX Enovix Corp. | Add +5.9% | 0.03% | −0.01 |
| XLK SS Technology Select Sector | Add +2.9% | 0.22% | −0.02 |
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 |