DDD Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), DDD Partners, LLC reported 112 stock positions worth $932.7 million. Its top holding was Microsoft (MSFT) at 9.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.2%) and Amazon.com (AMZN, 4.1%). Compared with Q1 2025, it opened 20 new positions, sold out of 10, added to 56 and reduced 25. The biggest buy was Microsoft (MSFT, shares +34%) and the biggest sale an exit from Medtronic (MDT).

Most Recent 13F
Q2 2026
Location
BELLEVUE, WA
CIK
0001729673
Portfolio Value
$932.7M (Q2 2025)
SEC Filing
0001729673-25-000006 ↗ filed Jul 31, 2025

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 Q3 2024 Q4 2024: $813.7M Q4 2024 Q1 2025: $823.1M Q1 2025 Q2 2025: $932.7M $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 112 stocks · $932.7M
MSFT Microsoft Corp. 9.70% 181,925 $90.5M Add +34.0%
BRK.B Berkshire Hathaway Inc. Class B 7.24% 138,935 $67.5M Add +6.1%
AMZN Amazon.com Inc. 4.09% 174,061 $38.2M Add +1.4%
AAPL Apple Inc. 3.46% 157,356 $32.3M Add +1.0%
SCHD Schwab US DVD Equity ETF 3.40% 1,196,005 $31.7M Add +3673.0%
AVGO Broadcom Inc. 3.21% 108,707 $30.0M Add +16.3%
COST Costco Wholesale Corp. 2.74% 25,839 $25.6M Add +0.1%
CSCO Cisco Systems Inc. 2.68% 360,645 $25.0M Add +2.7%
QCOM Qualcomm Inc. 2.64% 154,437 $24.6M Add +29.5%
ELAN Elanco Animal Health Inc. 2.52% 1,644,428 $23.5M Add +10.1%
CMI Cummins Inc. 2.52% 71,658 $23.5M Add +21.0%
CVX Chevron Corp. 2.37% 154,261 $22.1M Add +11.6%
UPS United Parcel Service Class B 2.34% 215,816 $21.8M Add +16.0%
ORI Old Republic Intl Corp. 2.27% 551,785 $21.2M Reduce -11.1%
LYB Lyondellbasell Indu Class A 2.26% 364,126 $21.1M Add +27.5%
CMCSA Comcast Corp. Class A 2.22% 579,545 $20.7M Reduce -9.6%
CB Chubb Ltd. 2.20% 70,749 $20.5M Reduce -13.1%
SO The Southern Co. 2.16% 219,704 $20.2M Reduce -12.7%
JNJ Johnson & Johnson 2.14% 130,441 $19.9M Reduce -10.2%
ABBV Abbvie Inc. 2.12% 106,680 $19.8M Reduce -5.2%
GOOG Alphabet Inc. Class C 2.05% 108,028 $19.2M Add +2.4%
NWPX NWPX Infrastructure Inc. 1.97% 447,273 $18.3M Reduce -0.3%
NVDA Nvidia Corp. 1.94% 114,375 $18.1M Add +9.2%
HD Home Depot Inc. 1.93% 49,122 $18.0M Add +6002.1%
ABT Abbott Laboratories 1.84% 125,873 $17.1M New
DINO HF Sinclair Corp. 1.78% 405,038 $16.6M Reduce -21.5%
HUBB Hubbell Inc. 1.42% 32,373 $13.2M New
CVS CVS Health Corp. 1.37% 184,959 $12.8M Add +2.5%
CTRA Coterra Energy Inc. 1.33% 490,124 $12.4M Add +2.3%
RTX RTX Corp. 1.28% 82,077 $12.0M Add +3.0%
TXN Texas Instruments Inc. 1.28% 57,660 $12.0M New
RELL Richardson Elec Ltd. 1.18% 1,140,601 $11.0M Reduce -0.9%
REGN Regeneron Pharmaceuticals 1.15% 20,496 $10.8M New
HII Huntington Ingalls Industrie 1.15% 44,289 $10.7M Add +35.4%
NOW ServiceNow Inc. 1.12% 10,151 $10.4M Add +1980.1%
TMO Thermo Fisher Scientific Inc. 1.03% 23,777 $9.6M New
CIEN Ciena Corp. 0.99% 113,135 $9.2M Add +2.4%
VGSH Vanguard Short-Term Treasury 0.85% 134,187 $7.9M Reduce -2.7%
UNH Unitedhealth Group Inc. 0.76% 22,785 $7.1M New
VCSH Vanguard S/T Corp. Bond ETF 0.66% 77,043 $6.1M Reduce -2.8%
VSDA Victoryshares Dividend Accel 0.56% 100,744 $5.2M Add +2.7%
UBER Uber Technologies Inc. 0.51% 50,861 $4.7M Add +128.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.50% 7,558 $4.7M Add +1.6%
SYM Symbotic Inc. 0.48% 115,079 $4.5M Add +139.4%
IEF iShares 7-10 Year Treasury B 0.44% 43,067 $4.1M Reduce -2.6%
SCHV Schwab US Large-Cap Value 0.39% 131,835 $3.6M Add +1.9%
RACE Ferrari NV 0.34% 6,474 $3.2M No change
EXPD Expeditors Intl Wash Inc. 0.29% 24,023 $2.7M Add +0.1%
META Meta Platforms Inc. Class A 0.27% 3,407 $2.5M Reduce -6.3%
TWLO Twilio Inc. Class A 0.25% 18,487 $2.3M New
OXY Occidental Petroleum Corp. 0.25% 54,641 $2.3M Add +275.0%
XLK SS Technology Select Sector 0.24% 8,900 $2.3M Add +1.0%
VFLO Victoryshares Free Cash Flow 0.23% 60,879 $2.2M Add +1.8%
XLC SS Comm Select Sector SPDR 0.23% 19,608 $2.1M Add +1.9%
ADBE Adobe Inc. 0.21% 5,092 $2.0M New
TSLA Tesla Inc. 0.18% 5,425 $1.7M Add +5.7%
SNOW Snowflake Inc. 0.17% 7,271 $1.6M Reduce -0.4%
IVV iShares Core S&P 500 ETF 0.17% 2,565 $1.6M Reduce -0.6%
RBOT Vicarious Surgical Inc. Class A 0.17% 207,147 $1.6M Reduce -3.1%
V Visa Inc. Class A 0.14% 3,642 $1.3M Reduce -0.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.13% 30,166 $1.2M Add +1.8%
FNDA Schwab Fndmntl US SM Co. ETF 0.12% 40,294 $1.2M Add +1.9%
XOM Exxon Mobil Corp. 0.09% 8,165 $880K Add +19.9%
ARKG ARK Genomic Revolution ETF 0.09% 36,142 $880K Add +1.1%
RPD RAPID7 Inc. 0.09% 36,563 $846K New
SOC Sable Offshore Corp. 0.09% 36,410 $800K New
RYAM Rayonier Advanced Materials 0.08% 200,000 $770K No change
CNR Core Natural Resources Inc. 0.08% 11,013 $768K New
BA The Boeing Co. 0.08% 3,420 $717K Add +0.9%
IBIT iShares Bitcoin Trust ETF 0.07% 11,306 $692K Reduce -5.2%
GOOGL Alphabet Inc. Class A 0.07% 3,802 $670K Add +3.1%
MCO Moody's Corp. 0.07% 1,299 $652K Reduce -0.8%
QQQ Invesco QQQ Trust Series 1 0.07% 1,117 $616K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.07% 586 $610K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 3,432 $606K Reduce -1.7%
ETN Eaton Corp. PLC 0.06% 1,650 $589K Add +0.4%
VTI VG Morningstar TS MKT ETF-US 0.06% 1,883 $572K Add +134.2%
CRWD CrowdStrike Holdings Inc. Class A 0.06% 1,072 $546K Reduce -8.4%
CPRT Copart Inc. 0.06% 10,743 $527K Add +0.9%
SBUX Starbucks Corp. 0.06% 5,628 $516K Add +0.6%
ETHA iShares Ethereum Trust ETF 0.05% 26,303 $502K Add +117.1%
MP MP Materials Corp. 0.05% 14,376 $478K Add +4.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,039 $456K No change
SCHX Schwab US Large-Cap ETF 0.05% 18,341 $448K Reduce -3.1%
IJH iShares Core S&P Midcap ETF 0.05% 7,148 $443K Add +0.0%
DFCF Dimensional Core Fixed Inc. 0.05% 10,480 $443K New
JPM JPMorgan Chase & Co. 0.05% 1,476 $428K Add +1.7%
DE Deere & Co. 0.05% 828 $421K Add +0.7%
XLV SS Health Care Select Sector 0.04% 3,116 $420K No change
ENVX Enovix Corp. 0.04% 39,725 $411K Add +26.3%
INMD Inmode Ltd. 0.04% 26,388 $381K Reduce -97.3%
ISRG Intuitive Surgical Inc. 0.04% 650 $353K Add +1.3%
IWY iShares Russell Top 200 Grow 0.04% 1,410 $348K No change
LOW Lowe's Cos Inc. 0.04% 1,519 $337K Add +0.3%
IJR iShares Core S&P Small-Cap E 0.03% 2,959 $323K No change
VOO Vanguard S&P 500 ETF 0.03% 558 $317K Add +40.2%
DVN Devon Energy Corp. 0.03% 9,904 $315K Add +6.7%
ACHR Archer Aviation Inc. Class A 0.03% 25,970 $282K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 5,865 $278K Reduce -4.0%
RMD Resmed Inc. 0.03% 1,063 $274K Add +0.2%

Show all 112 holdings

Portfolio Sells Q1 2025 → Q2 2025
MDT Medtronic PLC Sold out 0.00% −2.70
GIS General Mills Inc. Sold out 0.00% −2.65
INMD Inmode Ltd. Reduce -97.3% 0.04% −2.09
TGT Target Corp. Sold out 0.00% −2.04
ON On Semiconductor Sold out 0.00% −1.71
GMAB Genmab A/S -SP ADR Sold out 0.00% −1.43
GTLS Chart Industries Inc. Sold out 0.00% −0.99
JNJ Johnson & Johnson Reduce -10.2% 2.14% −0.79
CB Chubb Ltd. Reduce -13.1% 2.20% −0.79
ABBV Abbvie Inc. Reduce -5.2% 2.12% −0.74
ORI Old Republic Intl Corp. Reduce -11.1% 2.27% −0.68
CMCSA Comcast Corp. Class A Reduce -9.6% 2.22% −0.66
SO The Southern Co. Reduce -12.7% 2.16% −0.65
RELL Richardson Elec Ltd. Reduce -0.9% 1.18% −0.38
NWPX NWPX Infrastructure Inc. Reduce -0.3% 1.97% −0.28
DINO HF Sinclair Corp. Reduce -21.5% 1.78% −0.28
VGSH Vanguard Short-Term Treasury Reduce -2.7% 0.85% −0.14
VCSH Vanguard S/T Corp. Bond ETF Reduce -2.8% 0.66% −0.10
PFE Pfizer Inc. Sold out 0.00% −0.10
ARLO Arlo Technologies Inc. Sold out 0.00% −0.08
IEF iShares 7-10 Year Treasury B Reduce -2.6% 0.44% −0.07
ENPH Enphase Energy Inc. Sold out 0.00% −0.03
AGNC AGNC Investment Corp. Sold out 0.00% −0.02
V Visa Inc. Class A Reduce -0.1% 0.14% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.7% 0.07% −0.01
IVV iShares Core S&P 500 ETF Reduce -0.6% 0.17% −0.01
DHR Danaher Corp. Reduce -0.9% 0.02% −0.00
MCO Moody's Corp. Reduce -0.8% 0.07% −0.00
RBOT Vicarious Surgical Inc. Class A Reduce -3.1% 0.17% −0.00
SCHX Schwab US Large-Cap ETF Reduce -3.1% 0.05% −0.00
BAC Bank of America Corp. Reduce -4.0% 0.03% −0.00
IBIT iShares Bitcoin Trust ETF Reduce -5.2% 0.07% +0.01
CRWD CrowdStrike Holdings Inc. Class A Reduce -8.4% 0.06% +0.01
META Meta Platforms Inc. Class A Reduce -6.3% 0.27% +0.01
SNOW Snowflake Inc. Reduce -0.4% 0.17% +0.04

Portfolio Buys Q1 2025 → Q2 2025
MSFT Microsoft Corp. Add +34.0% 9.70% +3.51
SCHD Schwab US DVD Equity ETF Add +3673.0% 3.40% +3.29
HD Home Depot Inc. Add +6002.1% 1.93% +1.90
ABT Abbott Laboratories New 1.84% +1.84
HUBB Hubbell Inc. New 1.42% +1.42
AVGO Broadcom Inc. Add +16.3% 3.21% +1.31
TXN Texas Instruments Inc. New 1.28% +1.28
REGN Regeneron Pharmaceuticals New 1.15% +1.15
NOW ServiceNow Inc. Add +1980.1% 1.12% +1.07
TMO Thermo Fisher Scientific Inc. New 1.03% +1.03
UNH Unitedhealth Group Inc. New 0.76% +0.76
ELAN Elanco Animal Health Inc. Add +10.1% 2.52% +0.61
NVDA Nvidia Corp. Add +9.2% 1.94% +0.56
QCOM Qualcomm Inc. Add +29.5% 2.64% +0.41
SYM Symbotic Inc. Add +139.4% 0.48% +0.36
HII Huntington Ingalls Industrie Add +35.4% 1.15% +0.34
UBER Uber Technologies Inc. Add +128.6% 0.51% +0.31
CMI Cummins Inc. Add +21.0% 2.52% +0.26
TWLO Twilio Inc. Class A New 0.25% +0.25
ADBE Adobe Inc. New 0.21% +0.21
CIEN Ciena Corp. Add +2.4% 0.99% +0.18
OXY Occidental Petroleum Corp. Add +275.0% 0.25% +0.16
AMZN Amazon.com Inc. Add +1.4% 4.09% +0.13
RPD RAPID7 Inc. New 0.09% +0.09
SOC Sable Offshore Corp. New 0.09% +0.09
CNR Core Natural Resources Inc. New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +2.4% 2.05% +0.05
CSCO Cisco Systems Inc. Add +2.7% 2.68% +0.05
DFCF Dimensional Core Fixed Inc. New 0.05% +0.05
VTI VG Morningstar TS MKT ETF-US Add +134.2% 0.06% +0.03
ETHA iShares Ethereum Trust ETF Add +117.1% 0.05% +0.03
ACHR Archer Aviation Inc. Class A New 0.03% +0.03
IAU iShares Gold Trust New 0.03% +0.03
ATRO Astronics Corp. New 0.03% +0.03
NFLX Netflix Inc. New 0.02% +0.02
OEF iShares S&P 100 ETF New 0.02% +0.02
TSLA Tesla Inc. Add +5.7% 0.18% +0.02
MCK McKesson Corp. New 0.02% +0.02
DIA SS SPDR Dow Jones Indus Avg New 0.02% +0.02
ENB Enbridge Inc. New 0.02% +0.02
XLK SS Technology Select Sector Add +1.0% 0.24% +0.02
ENVX Enovix Corp. Add +26.3% 0.04% +0.02
MP MP Materials Corp. Add +4.1% 0.05% +0.01
VOO Vanguard S&P 500 ETF Add +40.2% 0.03% +0.01
ETN Eaton Corp. PLC Add +0.4% 0.06% +0.01
BA The Boeing Co. Add +0.9% 0.08% +0.01
ARKG ARK Genomic Revolution ETF Add +1.1% 0.09% +0.00
GOOGL Alphabet Inc. Class A Add +3.1% 0.07% +0.00
JPM JPMorgan Chase & Co. Add +1.7% 0.05% +0.00
XLC SS Comm Select Sector SPDR Add +1.9% 0.23% +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