DDD Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), DDD Partners, LLC reported 129 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 37.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 4.1%) and Apple (AAPL, 2.6%). Compared with Q2 2025, it opened 26 new positions, sold out of 9, added to 54 and reduced 31. The biggest buy was Microsoft (MSFT, shares +529%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −98%).

Most Recent 13F
Q2 2026
Location
BELLEVUE, WA
CIK
0001729673
Portfolio Value
$1.6B (Q3 2025)
SEC Filing
0001729673-25-000008 ↗ filed Nov 6, 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 Q2 2025 Q3 2025: $1.6B $1.6B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 129 stocks · $1.6B
MSFT Microsoft Corp. 37.63% 1,143,636 $592.3M Add +528.6%
BRK.B Berkshire Hathaway Inc. Class B 4.10% 128,370 $64.5M Reduce -7.6%
AAPL Apple Inc. 2.60% 160,529 $40.9M Add +2.0%
AMZN Amazon.com Inc. 2.49% 178,754 $39.2M Add +2.7%
ELAN Elanco Animal Health Inc. 2.24% 1,753,369 $35.3M Add +6.6%
AVGO Broadcom Inc. 1.82% 86,633 $28.6M Reduce -20.3%
GOOG Alphabet Inc. Class C 1.71% 110,738 $27.0M Add +2.5%
META Meta Platforms Inc. Class A 1.55% 33,136 $24.3M Add +872.6%
COST Costco Wholesale Corp. 1.53% 25,966 $24.0M Add +0.5%
NWPX NWPX Infrastructure Inc. 1.50% 446,637 $23.6M Reduce -0.1%
NVDA Nvidia Corp. 1.41% 119,313 $22.3M Add +4.3%
DINO HF Sinclair Corp. 1.38% 416,149 $21.8M Add +2.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.33% 404,353 $20.9M Add +6794.3%
ORI Old Republic Intl Corp. 1.32% 488,558 $20.7M Reduce -11.5%
CB Chubb Ltd. 1.31% 72,979 $20.6M Add +3.1%
ABBV Abbvie Inc. 1.30% 88,406 $20.5M Reduce -17.1%
WEC WEC Energy Group Inc. 1.25% 172,033 $19.7M New
QCOM Qualcomm Inc. 1.25% 118,202 $19.7M Reduce -23.5%
CVX Chevron Corp. 1.23% 124,991 $19.4M Reduce -19.0%
CMI Cummins Inc. 1.23% 45,887 $19.4M Reduce -36.0%
PLD Prologis Inc. 1.22% 168,071 $19.2M New
PEP Pepsico Inc. 1.22% 136,557 $19.2M New
KMI Kinder Morgan Inc. 1.22% 676,125 $19.1M New
GPC Genuine Parts Co. 1.20% 136,549 $18.9M New
HD Home Depot Inc. 1.19% 46,123 $18.7M Reduce -6.1%
CSCO Cisco Systems Inc. 1.18% 270,751 $18.5M Reduce -24.9%
DHR Danaher Corp. 1.16% 92,270 $18.3M Add +7732.8%
VZ Verizon Communications Inc. 1.16% 416,063 $18.3M New
CME Cme Group Inc. 1.12% 65,430 $17.7M New
ABT Abbott Laboratories 1.10% 129,596 $17.4M Add +3.0%
UBER Uber Technologies Inc. 1.09% 174,824 $17.1M Add +243.7%
NOW ServiceNow Inc. 0.97% 16,566 $15.2M Add +63.2%
UNH Unitedhealth Group Inc. 0.95% 43,388 $15.0M Add +90.4%
LYB Lyondellbasell Indu Class A 0.91% 292,750 $14.4M Reduce -19.6%
HUBB Hubbell Inc. 0.91% 33,310 $14.3M Add +2.9%
RTX RTX Corp. 0.91% 85,349 $14.3M Add +4.0%
HII Huntington Ingalls Industrie 0.83% 45,295 $13.0M Add +2.3%
PANW Palo Alto Networks Inc. 0.78% 60,369 $12.3M New
REGN Regeneron Pharmaceuticals 0.76% 21,361 $12.0M Add +4.2%
TMO Thermo Fisher Scientific Inc. 0.75% 24,199 $11.7M Add +1.8%
CDNS Cadence Design SYS Inc. 0.74% 32,944 $11.6M New
RELL Richardson Elec Ltd. 0.71% 1,140,424 $11.2M Reduce -0.0%
TXN Texas Instruments Inc. 0.69% 59,137 $10.9M Add +2.6%
VGSH Vanguard Short-Term Treasury 0.53% 141,971 $8.4M Add +5.8%
VCSH Vanguard S/T Corp. Bond ETF 0.41% 81,674 $6.5M Add +6.0%
VSDA Victoryshares Dividend Accel 0.36% 105,068 $5.6M Add +4.3%
SYM Symbotic Inc. 0.35% 103,611 $5.6M Reduce -10.0%
IEF iShares 7-10 Year Treasury B 0.28% 45,613 $4.4M Add +5.9%
SCHV Schwab US Large-Cap Value 0.25% 137,019 $4.0M Add +3.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 5,559 $3.7M Reduce -26.4%
RACE Ferrari NV 0.22% 7,062 $3.4M Add +9.1%
OXY Occidental Petroleum Corp. 0.21% 69,779 $3.3M Add +27.7%
TSLA Tesla Inc. 0.19% 6,694 $3.0M Add +23.4%
EXPD Expeditors Intl Wash Inc. 0.19% 24,023 $2.9M No change
XLK SS Technology Select Sector 0.17% 9,252 $2.6M Add +4.0%
IBIT iShares Bitcoin Trust ETF 0.16% 39,647 $2.6M Add +250.7%
XLC SS Comm Select Sector SPDR 0.16% 20,967 $2.5M Add +6.9%
ISRG Intuitive Surgical Inc. 0.16% 5,504 $2.5M Add +746.8%
PYPL PayPal Holdings Inc. 0.16% 36,567 $2.5M New
VFLO Victoryshares Free Cash Flow 0.15% 63,038 $2.4M Add +3.5%
ADBE Adobe Inc. 0.14% 6,466 $2.3M Add +27.0%
SII Sprott Inc. 0.12% 23,547 $2.0M New
MOH Molina Healthcare Inc. 0.11% 9,107 $1.7M New
IVV iShares Core S&P 500 ETF 0.11% 2,565 $1.7M No change
RGLD Royal Gold Inc. 0.11% 8,556 $1.7M New
SNOW Snowflake Inc. 0.11% 7,451 $1.7M Add +2.5%
SOC Sable Offshore Corp. 0.10% 87,576 $1.5M Add +140.5%
RYAM Rayonier Advanced Materials 0.09% 200,000 $1.4M No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.08% 31,106 $1.3M Add +3.1%
FNDA Schwab Fndmntl US SM Co. ETF 0.08% 41,882 $1.3M Add +3.9%
V Visa Inc. Class A 0.08% 3,620 $1.2M Reduce -0.6%
GOOGL Alphabet Inc. Class A 0.08% 4,924 $1.2M Add +29.5%
CNR Core Natural Resources Inc. 0.08% 14,257 $1.2M Add +29.5%
ALGN Align Technology Inc. 0.07% 9,228 $1.2M New
BCC Boise Cascade Co. 0.07% 14,432 $1.1M New
RBOT Vicarious Surgical Inc. Class A 0.07% 187,265 $1.0M Reduce -9.6%
ARKG ARK Genomic Revolution ETF 0.06% 35,839 $995K Reduce -0.8%
XOM Exxon Mobil Corp. 0.06% 8,305 $936K Add +1.7%
CRWD CrowdStrike Holdings Inc. Class A 0.05% 1,683 $825K Add +57.0%
ETHA iShares Ethereum Trust ETF 0.05% 26,079 $822K Reduce -0.8%
JPM JPMorgan Chase & Co. 0.05% 2,499 $788K Add +69.3%
SCHD Schwab US DVD Equity ETF 0.05% 28,144 $768K Reduce -97.7%
BA The Boeing Co. 0.05% 3,420 $738K No change
QQQ Invesco QQQ Trust Series 1 0.04% 1,126 $676K Add +0.8%
PLTR Palantir Technologies Inc. Class A 0.04% 3,601 $657K New
VTI VG Morningstar TS MKT ETF-US 0.04% 1,921 $630K Add +2.0%
MCO Moody's Corp. 0.04% 1,299 $619K No change
ETN Eaton Corp. PLC 0.04% 1,650 $618K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 3,245 $605K Reduce -5.5%
IJH iShares Core S&P Midcap ETF 0.04% 8,790 $574K Add +23.0%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.04% 586 $558K No change
IJR iShares Core S&P Small-Cap E 0.03% 4,508 $536K Add +52.4%
CPRT Copart Inc. 0.03% 10,743 $483K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 1,001 $480K Reduce -3.7%
SBUX Starbucks Corp. 0.03% 5,587 $473K Reduce -0.7%
SCHX Schwab US Large-Cap ETF 0.03% 17,849 $470K Reduce -2.7%
SCHF Schwab Intl Equity ETF 0.03% 18,774 $437K New
XLV SS Health Care Select Sector 0.03% 3,116 $434K No change
IAU iShares Gold Trust 0.03% 5,765 $420K Add +50.4%
IWY iShares Russell Top 200 Grow 0.02% 1,410 $386K No change

Show all 129 holdings

Portfolio Sells Q2 2025 → Q3 2025
SCHD Schwab US DVD Equity ETF Reduce -97.7% 0.05% −3.35
BRK.B Berkshire Hathaway Inc. Class B Reduce -7.6% 4.10% −3.14
UPS United Parcel Service Class B Sold out 0.00% −2.34
CMCSA Comcast Corp. Class A Sold out 0.00% −2.22
SO The Southern Co. Sold out 0.00% −2.16
JNJ Johnson & Johnson Reduce -99.1% 0.01% −2.12
CSCO Cisco Systems Inc. Reduce -24.9% 1.18% −1.51
AVGO Broadcom Inc. Reduce -20.3% 1.82% −1.40
QCOM Qualcomm Inc. Reduce -23.5% 1.25% −1.39
CVS CVS Health Corp. Sold out 0.00% −1.37
LYB Lyondellbasell Indu Class A Reduce -19.6% 0.91% −1.35
CTRA Coterra Energy Inc. Sold out 0.00% −1.33
CMI Cummins Inc. Reduce -36.0% 1.23% −1.28
CVX Chevron Corp. Reduce -19.0% 1.23% −1.14
CIEN Ciena Corp. Sold out 0.00% −0.99
ORI Old Republic Intl Corp. Reduce -11.5% 1.32% −0.96
ABBV Abbvie Inc. Reduce -17.1% 1.30% −0.82
HD Home Depot Inc. Reduce -6.1% 1.19% −0.74
RELL Richardson Elec Ltd. Reduce -0.0% 0.71% −0.47
NWPX NWPX Infrastructure Inc. Reduce -0.1% 1.50% −0.46
SPY SS SPDR S&P 500 ETF Trust-US Reduce -26.4% 0.24% −0.27
TWLO Twilio Inc. Class A Sold out 0.00% −0.25
SYM Symbotic Inc. Reduce -10.0% 0.35% −0.12
RBOT Vicarious Surgical Inc. Class A Reduce -9.6% 0.07% −0.10
RPD RAPID7 Inc. Sold out 0.00% −0.09
V Visa Inc. Class A Reduce -0.6% 0.08% −0.06
DFCF Dimensional Core Fixed Inc. Sold out 0.00% −0.05
MP MP Materials Corp. Reduce -70.7% 0.02% −0.03
ARKG ARK Genomic Revolution ETF Reduce -0.8% 0.06% −0.03
INMD Inmode Ltd. Reduce -54.5% 0.01% −0.03
ENVX Enovix Corp. Reduce -40.8% 0.01% −0.03
VTV Vanguard Mrngstr Val ETF-Aui Reduce -5.5% 0.04% −0.03
SBUX Starbucks Corp. Reduce -0.7% 0.03% −0.03
DE Deere & Co. Reduce -0.1% 0.02% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.7% 0.03% −0.02
SCHX Schwab US Large-Cap ETF Reduce -2.7% 0.03% −0.02
VOO Vanguard S&P 500 ETF Reduce -22.2% 0.02% −0.02
DVN Devon Energy Corp. Reduce -18.4% 0.02% −0.02
MCK McKesson Corp. Reduce -1.0% 0.01% −0.01
ETHA iShares Ethereum Trust ETF Reduce -0.8% 0.05% −0.00

Portfolio Buys Q2 2025 → Q3 2025
MSFT Microsoft Corp. Add +528.6% 37.63% +27.93
BAC Bank of America Corp. Add +6794.3% 1.33% +1.30
META Meta Platforms Inc. Class A Add +872.6% 1.55% +1.28
WEC WEC Energy Group Inc. New 1.25% +1.25
PLD Prologis Inc. New 1.22% +1.22
PEP Pepsico Inc. New 1.22% +1.22
KMI Kinder Morgan Inc. New 1.22% +1.22
GPC Genuine Parts Co. New 1.20% +1.20
VZ Verizon Communications Inc. New 1.16% +1.16
DHR Danaher Corp. Add +7732.8% 1.16% +1.14
CME Cme Group Inc. New 1.12% +1.12
PANW Palo Alto Networks Inc. New 0.78% +0.78
CDNS Cadence Design SYS Inc. New 0.74% +0.74
UBER Uber Technologies Inc. Add +243.7% 1.09% +0.58
UNH Unitedhealth Group Inc. Add +90.4% 0.95% +0.19
PYPL PayPal Holdings Inc. New 0.16% +0.16
SII Sprott Inc. New 0.12% +0.12
ISRG Intuitive Surgical Inc. Add +746.8% 0.16% +0.12
MOH Molina Healthcare Inc. New 0.11% +0.11
RGLD Royal Gold Inc. New 0.11% +0.11
IBIT iShares Bitcoin Trust ETF Add +250.7% 0.16% +0.09
ALGN Align Technology Inc. New 0.07% +0.07
BCC Boise Cascade Co. New 0.07% +0.07
PLTR Palantir Technologies Inc. Class A New 0.04% +0.04
SCHF Schwab Intl Equity ETF New 0.03% +0.03
COIN Coinbase Global Inc. Class A New 0.02% +0.02
DDOG Datadog Inc. Class A New 0.02% +0.02
NTRA Natera Inc. New 0.02% +0.02
VIG Vanguard Dividend Apprec ETF New 0.02% +0.02
CEF Sprott Physical Gold and Sil New 0.01% +0.01
VGT Vanguard Info Tech ETF New 0.01% +0.01
VB Vanguard Most SM-Cap ETF-Usd New 0.01% +0.01
ESGV Vanguard ESG US Stock ETF New 0.01% +0.01
SOC Sable Offshore Corp. Add +140.5% 0.10% +0.01
TSLA Tesla Inc. Add +23.4% 0.19% +0.00
GOOGL Alphabet Inc. Class A Add +29.5% 0.08% +0.00
JPM JPMorgan Chase & Co. Add +69.3% 0.05% +0.00
IAU iShares Gold Trust Add +50.4% 0.03% +0.00
CSAI Cloudastructure Inc. New 0.00% +0.00
IJR iShares Core S&P Small-Cap E Add +52.4% 0.03% −0.00
CRWD CrowdStrike Holdings Inc. Class A Add +57.0% 0.05% −0.01
CNR Core Natural Resources Inc. Add +29.5% 0.08% −0.01
NFLX Netflix Inc. Add +1.2% 0.01% −0.01
IJH iShares Core S&P Midcap ETF Add +23.0% 0.04% −0.01
ABNB Airbnb Inc. Class A Add +9.6% 0.02% −0.01
LOW Lowe's Cos Inc. Add +0.2% 0.02% −0.01
ACHR Archer Aviation Inc. Class A Add +12.7% 0.02% −0.01
VTI VG Morningstar TS MKT ETF-US Add +2.0% 0.04% −0.02
QQQ Invesco QQQ Trust Series 1 Add +0.8% 0.04% −0.02
XOM Exxon Mobil Corp. Add +1.7% 0.06% −0.03

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