DDD Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), DDD Partners, LLC reported 130 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 35.4% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 3.6%) and Apple (AAPL, 2.8%). Compared with Q3 2025, it opened 15 new positions, sold out of 14, added to 73 and reduced 23. The biggest buy was a new position in Brookfield (BN) and the biggest sale an exit from Lyondellbasell Indu Class A (LYB).

Most Recent 13F
Q2 2026
Location
BELLEVUE, WA
CIK
0001729673
Portfolio Value
$1.6B (Q4 2025)
SEC Filing
0001729673-26-000003 ↗ filed Jan 22, 2026

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 Q3 2025 Q4 2025: $1.6B $1.6B Q4 2025 Q1 2026: $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

Holdings 130 stocks · $1.6B
MSFT Microsoft Corp. 35.36% 1,148,952 $555.7M Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 3.65% 114,009 $57.3M Reduce -11.2%
AAPL Apple Inc. 2.84% 164,376 $44.7M Add +2.4%
AMZN Amazon.com Inc. 2.64% 179,593 $41.5M Add +0.5%
AVGO Broadcom Inc. 1.92% 87,078 $30.1M Add +0.5%
NWPX NWPX Infrastructure Inc. 1.76% 443,345 $27.7M Reduce -0.7%
GOOG Alphabet Inc. Class C 1.61% 80,487 $25.3M Reduce -27.3%
CMI Cummins Inc. 1.50% 46,127 $23.5M Add +0.5%
CB Chubb Ltd. 1.46% 73,471 $22.9M Add +0.7%
NVDA Nvidia Corp. 1.44% 121,081 $22.6M Add +1.5%
ORI Old Republic Intl Corp. 1.42% 490,373 $22.4M Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.42% 406,530 $22.4M Add +0.5%
COST Costco Wholesale Corp. 1.42% 25,910 $22.3M Reduce -0.2%
META Meta Platforms Inc. Class A 1.38% 32,898 $21.7M Reduce -0.7%
NOW ServiceNow Inc. 1.38% 141,424 $21.7M Add +70.7%
PLD Prologis Inc. 1.37% 168,886 $21.6M Add +0.5%
DHR Danaher Corp. 1.35% 92,704 $21.2M Add +0.5%
CSCO Cisco Systems Inc. 1.34% 272,443 $21.0M Add +0.6%
ELAN Elanco Animal Health Inc. 1.34% 927,018 $21.0M Reduce -47.1%
QCOM Qualcomm Inc. 1.29% 118,597 $20.3M Add +0.3%
ABBV Abbvie Inc. 1.29% 88,640 $20.3M Add +0.3%
PEP Pepsico Inc. 1.25% 137,259 $19.7M Add +0.5%
CVX Chevron Corp. 1.23% 126,755 $19.3M Add +1.4%
BN Brookfield Corp. 1.20% 410,009 $18.8M New
KMI Kinder Morgan Inc. 1.19% 679,310 $18.7M Add +0.5%
REGN Regeneron Pharmaceuticals 1.18% 24,074 $18.6M Add +12.7%
WEC WEC Energy Group Inc. 1.16% 172,937 $18.2M Add +0.5%
CME Cme Group Inc. 1.14% 65,698 $17.9M Add +0.4%
PANW Palo Alto Networks Inc. 1.09% 93,283 $17.2M Add +54.5%
VZ Verizon Communications Inc. 1.08% 418,222 $17.0M Add +0.5%
GPC Genuine Parts Co. 1.07% 137,233 $16.9M Add +0.5%
BA The Boeing Co. 1.06% 76,824 $16.7M Add +2146.3%
ABT Abbott Laboratories 1.04% 130,160 $16.3M Add +0.4%
HD Home Depot Inc. 1.02% 46,614 $16.0M Add +1.1%
EMN Eastman Chemical Co. 0.98% 241,662 $15.4M New
HII Huntington Ingalls Industrie 0.98% 45,321 $15.4M Add +0.1%
HUBB Hubbell Inc. 0.94% 33,390 $14.8M Add +0.2%
TMO Thermo Fisher Scientific Inc. 0.89% 24,136 $14.0M Reduce -0.3%
DINO HF Sinclair Corp. 0.85% 290,951 $13.4M Reduce -30.1%
CDNS Cadence Design SYS Inc. 0.83% 41,968 $13.1M Add +27.4%
UBER Uber Technologies Inc. 0.82% 158,484 $12.9M Reduce -9.3%
RELL Richardson Elec Ltd. 0.78% 1,133,092 $12.3M Reduce -0.6%
RTX RTX Corp. 0.74% 63,326 $11.6M Reduce -25.8%
UNH Unitedhealth Group Inc. 0.62% 29,551 $9.8M Reduce -31.9%
VGSH Vanguard Short-Term Treasury 0.58% 154,075 $9.0M Add +8.5%
VCSH Vanguard S/T Corp. Bond ETF 0.45% 88,742 $7.1M Add +8.7%
VSDA Victoryshares Dividend Accel 0.37% 109,442 $5.8M Add +4.2%
IEF iShares 7-10 Year Treasury B 0.30% 49,424 $4.8M Add +8.4%
ADBE Adobe Inc. 0.30% 13,476 $4.7M Add +108.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 6,242 $4.3M Add +12.3%
SCHV Schwab US Large-Cap Value 0.27% 141,851 $4.2M Add +3.5%
EXPD Expeditors Intl Wash Inc. 0.24% 25,292 $3.8M Add +5.3%
ISRG Intuitive Surgical Inc. 0.23% 6,366 $3.6M Add +15.7%
BKR Baker Hughes Co. 0.21% 71,501 $3.3M New
OXY Occidental Petroleum Corp. 0.19% 71,556 $2.9M Add +2.5%
TSLA Tesla Inc. 0.18% 6,429 $2.9M Reduce -4.0%
XLK SS Technology Select Sector 0.18% 19,120 $2.8M Add +3.3%
RACE Ferrari NV 0.17% 7,314 $2.7M Add +3.6%
UNF Unifirst Corp. 0.17% 13,551 $2.6M New
VFLO Victoryshares Free Cash Flow 0.16% 65,353 $2.6M Add +3.7%
SYM Symbotic Inc. 0.16% 43,134 $2.6M Reduce -58.4%
XLC SS Comm Select Sector SPDR 0.16% 21,336 $2.5M Add +1.8%
ACN Accenture PLC Class A 0.16% 9,090 $2.4M New
SII Sprott Inc. 0.15% 24,141 $2.4M Add +2.5%
TGT Target Corp. 0.15% 24,011 $2.3M New
IBIT iShares Bitcoin Trust ETF 0.13% 40,622 $2.0M Add +2.5%
IVV iShares Core S&P 500 ETF 0.13% 2,942 $2.0M Add +14.7%
ALKT Alkami Technology Inc. 0.11% 76,212 $1.8M New
GOOGL Alphabet Inc. Class A 0.11% 5,468 $1.7M Add +11.1%
ORCL Oracle Corp. 0.11% 8,604 $1.7M New
COIN Coinbase Global Inc. Class A 0.10% 7,133 $1.6M Add +552.6%
ALGN Align Technology Inc. 0.09% 9,466 $1.5M Add +2.6%
MIR Mirion Technologies Inc. 0.09% 63,038 $1.5M New
FNDF Schwab Fndmn Intl LRG Co. ETF 0.09% 32,175 $1.5M Add +3.4%
FNDA Schwab Fndmntl US SM Co. ETF 0.09% 43,363 $1.4M Add +3.5%
V Visa Inc. Class A 0.09% 3,861 $1.4M Add +6.7%
RYAM Rayonier Advanced Materials 0.07% 200,000 $1.2M No change
XOM Exxon Mobil Corp. 0.06% 8,227 $990K Reduce -0.9%
SNOW Snowflake Inc. 0.06% 4,250 $932K Reduce -43.0%
JPM JPMorgan Chase & Co. 0.05% 2,586 $833K Add +3.5%
SCHD Schwab US DVD Equity ETF 0.05% 27,837 $764K Reduce -1.1%
VTI VG Morningstar TS MKT ETF-US 0.05% 2,167 $726K Add +12.8%
QQQ Invesco QQQ Trust Series 1 0.04% 1,126 $692K No change
PLTR Palantir Technologies Inc. Class A 0.04% 3,758 $668K Add +4.4%
MCO Moody's Corp. 0.04% 1,299 $664K No change
IJH iShares Core S&P Midcap ETF 0.04% 9,738 $643K Add +10.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 3,245 $620K No change
GWW WW Grainger Inc. 0.04% 588 $593K Add +0.3%
CRWD CrowdStrike Holdings Inc. Class A 0.04% 1,237 $580K Reduce -26.5%
ETHA iShares Ethereum Trust ETF 0.04% 25,166 $564K Reduce -3.5%
IJR iShares Core S&P Small-Cap E 0.03% 4,563 $548K Add +1.2%
ETN Eaton Corp. PLC 0.03% 1,650 $526K No change
ARKG ARK Genomic Revolution ETF 0.03% 18,133 $525K Reduce -49.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 1,001 $488K No change
SBUX Starbucks Corp. 0.03% 5,776 $486K Add +3.4%
XLV SS Health Care Select Sector 0.03% 3,116 $482K No change
SCHX Schwab US Large-Cap ETF 0.03% 17,769 $478K Reduce -0.5%
IAU iShares Gold Trust 0.03% 5,765 $468K No change
SGOV iShares 0-3 Month Treasury B 0.03% 4,608 $463K New
SCHF Schwab Intl Equity ETF 0.03% 18,774 $451K No change
CPRT Copart Inc. 0.03% 10,743 $421K No change
NTRA Natera Inc. 0.03% 1,748 $400K Add +12.3%
IWY iShares Russell Top 200 Grow 0.02% 1,410 $390K No change
DE Deere & Co. 0.02% 831 $387K Add +0.5%
LOW Lowe's Cos Inc. 0.02% 1,563 $377K Add +2.7%
VOO Vanguard S&P 500 ETF 0.02% 569 $357K Add +31.1%
ABNB Airbnb Inc. Class A 0.02% 2,492 $338K Add +11.4%
DVN Devon Energy Corp. 0.02% 8,085 $296K Add +0.1%
CEF Sprott Physical Gold and Sil 0.02% 6,399 $293K Add +4.5%
DDOG Datadog Inc. Class A 0.02% 2,129 $290K Add +12.6%
JNJ Johnson & Johnson 0.02% 1,332 $276K Add +12.2%
NN Nextnav Inc. 0.02% 15,905 $265K New
ENVX Enovix Corp. 0.02% 35,218 $257K Add +49.9%
RMD Resmed Inc. 0.02% 1,065 $257K Add +0.2%
OEF iShares S&P 100 ETF 0.02% 714 $245K No change
MP MP Materials Corp. 0.02% 4,690 $237K Add +11.4%
MCK McKesson Corp. 0.01% 287 $235K No change
TTWO Take-Two Interactive Softwre 0.01% 906 $232K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.01% 480 $231K No change
TSM Taiwan Semiconductor-SP ADR 0.01% 755 $229K New
ATRO Astronics Corp. 0.01% 4,189 $227K Reduce -41.0%
ENB Enbridge Inc. 0.01% 4,546 $217K No change
VB Vanguard Most SM-Cap ETF-Usd 0.01% 830 $214K No change
UAL United Airlines Holdings Inc. 0.01% 1,903 $213K New
ESGV Vanguard ESG US Stock ETF 0.01% 1,690 $204K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 689 $204K New
ACHR Archer Aviation Inc. Class A 0.01% 23,954 $180K Reduce -18.2%
CLIR Clearsign Technologies Corp. 0.00% 120,000 $67K Add +4.3%
DSX Diana Shipping Inc. 0.00% 31,338 $52K No change
CSAI Cloudastructure Inc. 0.00% 11,834 $10K No change

Portfolio Sells Q3 2025 → Q4 2025
LYB Lyondellbasell Indu Class A Sold out 0.00% −0.91
ELAN Elanco Animal Health Inc. Reduce -47.1% 1.34% −0.91
TXN Texas Instruments Inc. Sold out 0.00% −0.69
DINO HF Sinclair Corp. Reduce -30.1% 0.85% −0.53
BRK.B Berkshire Hathaway Inc. Class B Reduce -11.2% 3.65% −0.45
UNH Unitedhealth Group Inc. Reduce -31.9% 0.62% −0.33
UBER Uber Technologies Inc. Reduce -9.3% 0.82% −0.26
SYM Symbotic Inc. Reduce -58.4% 0.16% −0.19
RTX RTX Corp. Reduce -25.8% 0.74% −0.17
META Meta Platforms Inc. Class A Reduce -0.7% 1.38% −0.16
PYPL PayPal Holdings Inc. Sold out 0.00% −0.16
MOH Molina Healthcare Inc. Sold out 0.00% −0.11
RGLD Royal Gold Inc. Sold out 0.00% −0.11
GOOG Alphabet Inc. Class C Reduce -27.3% 1.61% −0.11
COST Costco Wholesale Corp. Reduce -0.2% 1.42% −0.10
SOC Sable Offshore Corp. Sold out 0.00% −0.10
CNR Core Natural Resources Inc. Sold out 0.00% −0.08
BCC Boise Cascade Co. Sold out 0.00% −0.07
RBOT Vicarious Surgical Inc. Class A Sold out 0.00% −0.07
SNOW Snowflake Inc. Reduce -43.0% 0.06% −0.05
ARKG ARK Genomic Revolution ETF Reduce -49.4% 0.03% −0.03
ETHA iShares Ethereum Trust ETF Reduce -3.5% 0.04% −0.02
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.02
CRWD CrowdStrike Holdings Inc. Class A Reduce -26.5% 0.04% −0.02
VGT Vanguard Info Tech ETF Sold out 0.00% −0.01
NFLX Netflix Inc. Sold out 0.00% −0.01
INMD Inmode Ltd. Sold out 0.00% −0.01
ACHR Archer Aviation Inc. Class A Reduce -18.2% 0.01% −0.01
ATRO Astronics Corp. Reduce -41.0% 0.01% −0.01
TSLA Tesla Inc. Reduce -4.0% 0.18% −0.01
MVIS Microvision Inc. Sold out 0.00% −0.00
SCHD Schwab US DVD Equity ETF Reduce -1.1% 0.05% −0.00
SCHX Schwab US Large-Cap ETF Reduce -0.5% 0.03% +0.00
XOM Exxon Mobil Corp. Reduce -0.9% 0.06% +0.00
RELL Richardson Elec Ltd. Reduce -0.6% 0.78% +0.08
TMO Thermo Fisher Scientific Inc. Reduce -0.3% 0.89% +0.14
NWPX NWPX Infrastructure Inc. Reduce -0.7% 1.76% +0.26

Portfolio Buys Q3 2025 → Q4 2025
BN Brookfield Corp. New 1.20% +1.20
BA The Boeing Co. Add +2146.3% 1.06% +1.01
EMN Eastman Chemical Co. New 0.98% +0.98
REGN Regeneron Pharmaceuticals Add +12.7% 1.18% +0.42
NOW ServiceNow Inc. Add +70.7% 1.38% +0.41
PANW Palo Alto Networks Inc. Add +54.5% 1.09% +0.31
CMI Cummins Inc. Add +0.5% 1.50% +0.27
AAPL Apple Inc. Add +2.4% 2.84% +0.25
BKR Baker Hughes Co. New 0.21% +0.21
DHR Danaher Corp. Add +0.5% 1.35% +0.19
UNF Unifirst Corp. New 0.17% +0.17
CSCO Cisco Systems Inc. Add +0.6% 1.34% +0.16
ADBE Adobe Inc. Add +108.4% 0.30% +0.16
ACN Accenture PLC Class A New 0.16% +0.16
HII Huntington Ingalls Industrie Add +0.1% 0.98% +0.15
CB Chubb Ltd. Add +0.7% 1.46% +0.15
PLD Prologis Inc. Add +0.5% 1.37% +0.15
TGT Target Corp. New 0.15% +0.15
AMZN Amazon.com Inc. Add +0.5% 2.64% +0.14
ALKT Alkami Technology Inc. New 0.11% +0.11
ORCL Oracle Corp. New 0.11% +0.11
ORI Old Republic Intl Corp. Add +0.4% 1.42% +0.11
AVGO Broadcom Inc. Add +0.5% 1.92% +0.10
CDNS Cadence Design SYS Inc. Add +27.4% 0.83% +0.10
BAC Bank of America Corp. Add +0.5% 1.42% +0.10
MIR Mirion Technologies Inc. New 0.09% +0.09
COIN Coinbase Global Inc. Class A Add +552.6% 0.10% +0.08
ISRG Intuitive Surgical Inc. Add +15.7% 0.23% +0.07
EXPD Expeditors Intl Wash Inc. Add +5.3% 0.24% +0.05
VGSH Vanguard Short-Term Treasury Add +8.5% 0.58% +0.05
QCOM Qualcomm Inc. Add +0.3% 1.29% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +12.3% 0.27% +0.04
VCSH Vanguard S/T Corp. Bond ETF Add +8.7% 0.45% +0.04
PEP Pepsico Inc. Add +0.5% 1.25% +0.04
HUBB Hubbell Inc. Add +0.2% 0.94% +0.03
GOOGL Alphabet Inc. Class A Add +11.1% 0.11% +0.03
SGOV iShares 0-3 Month Treasury B New 0.03% +0.03
SII Sprott Inc. Add +2.5% 0.15% +0.03
IEF iShares 7-10 Year Treasury B Add +8.4% 0.30% +0.02
NVDA Nvidia Corp. Add +1.5% 1.44% +0.02
ALGN Align Technology Inc. Add +2.6% 0.09% +0.02
IVV iShares Core S&P 500 ETF Add +14.7% 0.13% +0.02
CME Cme Group Inc. Add +0.4% 1.14% +0.02
NN Nextnav Inc. New 0.02% +0.02
TTWO Take-Two Interactive Softwre New 0.01% +0.01
TSM Taiwan Semiconductor-SP ADR New 0.01% +0.01
SCHV Schwab US Large-Cap Value Add +3.5% 0.27% +0.01
VFLO Victoryshares Free Cash Flow Add +3.7% 0.16% +0.01
UAL United Airlines Holdings Inc. New 0.01% +0.01
IBM Intl Business Machines Corp. New 0.01% +0.01

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