DDD Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), DDD Partners, LLC reported 134 stock positions worth $1.4 billion. Its top holding was Microsoft (MSFT) at 29.6% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 3.8%) and Apple (AAPL, 2.9%). Compared with Q4 2025, it opened 24 new positions, sold out of 20, added to 67 and reduced 31. The biggest buy was a new position in Watsco (WSO) and the biggest sale an exit from Brookfield (BN).
- Most Recent 13F
- Q2 2026
- Location
- BELLEVUE, WA
- CIK
- 0001729673
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001729673-26-000004 ↗ filed Apr 28, 2026
Holdings Value
Holdings 134 stocks · $1.4B
| MSFT Microsoft Corp. | 29.60% | 1,152,737 | $426.7M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.79% | 114,010 | $54.6M | Add +0.0% |
| AAPL Apple Inc. | 2.91% | 165,179 | $41.9M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.61% | 180,425 | $37.6M | Add +0.5% |
| NWPX NWPX Infrastructure Inc. | 2.29% | 424,680 | $33.1M | Reduce -4.2% |
| COST Costco Wholesale Corp. | 1.78% | 25,821 | $25.7M | Reduce -0.3% |
| AVGO Broadcom Inc. | 1.71% | 79,726 | $24.7M | Reduce -8.4% |
| GOOG Alphabet Inc. Class C | 1.61% | 81,132 | $23.3M | Add +0.8% |
| NVDA Nvidia Corp. | 1.50% | 123,583 | $21.6M | Add +2.1% |
| CVX Chevron Corp. | 1.49% | 104,035 | $21.5M | Reduce -17.9% |
| PEP Pepsico Inc. | 1.48% | 137,730 | $21.4M | Add +0.3% |
| CSCO Cisco Systems Inc. | 1.47% | 273,604 | $21.2M | Add +0.4% |
| REGN Regeneron Pharmaceuticals | 1.44% | 26,920 | $20.8M | Add +11.8% |
| CMI Cummins Inc. | 1.44% | 38,505 | $20.7M | Reduce -16.5% |
| CB Chubb Ltd. | 1.43% | 63,278 | $20.6M | Reduce -13.9% |
| GPC Genuine Parts Co. | 1.42% | 194,135 | $20.5M | Add +41.5% |
| DHR Danaher Corp. | 1.41% | 107,494 | $20.4M | Add +15.9% |
| WEC WEC Energy Group Inc. | 1.39% | 173,696 | $20.1M | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.38% | 407,840 | $19.9M | Add +0.3% |
| ABBV Abbvie Inc. | 1.38% | 91,397 | $19.9M | Add +3.1% |
| ABT Abbott Laboratories | 1.38% | 193,543 | $19.9M | Add +48.7% |
| PLD Prologis Inc. | 1.37% | 149,140 | $19.7M | Reduce -11.7% |
| QCOM Qualcomm Inc. | 1.36% | 152,568 | $19.6M | Add +28.6% |
| ORI Old Republic Intl Corp. | 1.36% | 492,132 | $19.6M | Add +0.4% |
| CME Cme Group Inc. | 1.35% | 65,955 | $19.5M | Add +0.4% |
| KMI Kinder Morgan Inc. | 1.34% | 574,445 | $19.3M | Reduce -15.4% |
| EMN Eastman Chemical Co. | 1.33% | 251,859 | $19.2M | Add +4.2% |
| META Meta Platforms Inc. Class A | 1.29% | 32,584 | $18.6M | Reduce -0.9% |
| WSO Watsco Inc. | 1.27% | 50,496 | $18.4M | New |
| AMRZ Amrize Ltd. | 1.26% | 324,803 | $18.2M | New |
| HD Home Depot Inc. | 1.24% | 54,369 | $17.9M | Add +16.6% |
| HUBB Hubbell Inc. | 1.15% | 33,656 | $16.5M | Add +0.8% |
| BA The Boeing Co. | 1.11% | 80,762 | $16.1M | Add +5.1% |
| TEL Te Connectivity PLC | 1.08% | 74,424 | $15.6M | New |
| ON On Semiconductor | 1.03% | 239,995 | $14.9M | New |
| ELAN Elanco Animal Health Inc. | 1.03% | 618,084 | $14.8M | Reduce -33.3% |
| NOW ServiceNow Inc. | 0.99% | 136,412 | $14.3M | Reduce -3.5% |
| DINO HF Sinclair Corp. | 0.94% | 216,245 | $13.5M | Reduce -25.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.90% | 134,640 | $13.0M | New |
| ESI Element Solutions Inc. | 0.86% | 364,440 | $12.4M | New |
| RELL Richardson Elec Ltd. | 0.86% | 1,133,092 | $12.4M | No change |
| UNH Unitedhealth Group Inc. | 0.82% | 43,877 | $11.9M | Add +48.5% |
| MTH Meritage Homes Corp. | 0.81% | 189,223 | $11.7M | New |
| VGSH Vanguard Short-Term Treasury | 0.78% | 191,466 | $11.2M | Add +24.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.69% | 129,560 | $9.9M | New |
| HII Huntington Ingalls Industrie | 0.69% | 26,003 | $9.9M | Reduce -42.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.58% | 105,611 | $8.4M | Add +19.0% |
| VSDA Victoryshares Dividend Accel | 0.42% | 110,966 | $6.0M | Add +1.4% |
| IEF iShares 7-10 Year Treasury B | 0.40% | 59,773 | $5.7M | Add +20.9% |
| ALGN Align Technology Inc. | 0.31% | 26,416 | $4.5M | Add +179.1% |
| BKR Baker Hughes Co. | 0.31% | 73,544 | $4.5M | Add +2.9% |
| SCHV Schwab US Large-Cap Value | 0.30% | 143,095 | $4.4M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 6,322 | $4.1M | Add +1.3% |
| EXPD Expeditors Intl Wash Inc. | 0.25% | 25,292 | $3.6M | No change |
| OXY Occidental Petroleum Corp. | 0.25% | 54,997 | $3.6M | Reduce -23.1% |
| SII Sprott Inc. | 0.25% | 24,942 | $3.6M | Add +3.3% |
| UNF Unifirst Corp. | 0.24% | 14,002 | $3.5M | Add +3.3% |
| ISRG Intuitive Surgical Inc. | 0.22% | 6,864 | $3.2M | Add +7.8% |
| PSMT Pricesmart Inc. | 0.20% | 18,858 | $2.8M | New |
| VFLO Victoryshares Free Cash Flow | 0.20% | 71,319 | $2.8M | Add +9.1% |
| VEEV Veeva Systems Inc. Class A | 0.19% | 15,933 | $2.8M | New |
| MIR Mirion Technologies Inc. | 0.18% | 142,790 | $2.7M | Add +126.5% |
| XLK SS Technology Select Sector | 0.18% | 19,252 | $2.6M | Add +0.7% |
| RACE Ferrari NV | 0.17% | 7,364 | $2.5M | Add +0.7% |
| XLC SS Comm Select Sector SPDR | 0.17% | 21,526 | $2.4M | Add +0.9% |
| SYM Symbotic Inc. | 0.16% | 44,376 | $2.4M | Add +2.9% |
| TSLA Tesla Inc. | 0.16% | 6,052 | $2.2M | Reduce -5.9% |
| RYAM Rayonier Advanced Materials | 0.15% | 200,000 | $2.2M | No change |
| BCC Boise Cascade Co. | 0.15% | 28,105 | $2.1M | New |
| IBIT iShares Bitcoin Trust ETF | 0.13% | 46,913 | $1.8M | Add +15.5% |
| IVV iShares Core S&P 500 ETF | 0.12% | 2,644 | $1.7M | Reduce -10.1% |
| GOOGL Alphabet Inc. Class A | 0.12% | 5,962 | $1.7M | Add +9.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.11% | 32,438 | $1.6M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.10% | 8,367 | $1.4M | Add +1.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.10% | 43,738 | $1.4M | Add +0.9% |
| ORCL Oracle Corp. | 0.09% | 8,669 | $1.3M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.09% | 4,275 | $1.3M | Add +65.3% |
| V Visa Inc. Class A | 0.08% | 3,898 | $1.2M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 2,276 | $730K | Add +5.0% |
| JNJ Johnson & Johnson | 0.05% | 2,984 | $729K | Add +124.0% |
| GWW WW Grainger Inc. | 0.04% | 592 | $646K | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 3,273 | $642K | Add +0.9% |
| ETN Eaton Corp. PLC | 0.04% | 1,686 | $603K | Add +2.2% |
| RTX RTX Corp. | 0.04% | 3,119 | $602K | Reduce -95.1% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 4,051 | $593K | Add +7.8% |
| IJH iShares Core S&P Midcap ETF | 0.04% | 8,664 | $585K | Reduce -11.0% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 3,938 | $575K | New |
| PG The Procter & Gamble Co. | 0.04% | 3,932 | $568K | New |
| IJR iShares Core S&P Small-Cap E | 0.04% | 4,563 | $567K | No change |
| MCO Moody's Corp. | 0.04% | 1,296 | $565K | Reduce -0.2% |
| SBUX Starbucks Corp. | 0.04% | 6,035 | $541K | Add +4.5% |
| ETHA iShares Ethereum Trust ETF | 0.04% | 33,180 | $525K | Add +31.8% |
| IAU iShares Gold Trust | 0.04% | 5,818 | $513K | Add +0.9% |
| SGOV iShares 0-3 Month Treasury B | 0.03% | 4,916 | $495K | Add +6.7% |
| DE Deere & Co. | 0.03% | 873 | $492K | Add +5.0% |
| AXP American Express Co. | 0.03% | 1,614 | $488K | New |
| SCHF Schwab Intl Equity ETF | 0.03% | 18,774 | $465K | No change |
| SNOW Snowflake Inc. | 0.03% | 3,031 | $457K | Reduce -28.7% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 14,805 | $454K | Reduce -46.8% |
| SCHX Schwab US Large-Cap ETF | 0.03% | 17,615 | $452K | Reduce -0.9% |
Options reported separately and not counted above: MSFT puts ($8.9M).
Portfolio Sells Q4 2025 → Q1 2026
| BN Brookfield Corp. | Sold out | 0.00% | −1.20 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.09 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −1.08 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.89 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.83 |
| UBER Uber Technologies Inc. | Reduce -97.0% | 0.02% | −0.80 |
| RTX RTX Corp. | Reduce -95.1% | 0.04% | −0.70 |
| NOW ServiceNow Inc. | Reduce -3.5% | 0.99% | −0.39 |
| ELAN Elanco Animal Health Inc. | Reduce -33.3% | 1.03% | −0.31 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.30 |
| HII Huntington Ingalls Industrie | Reduce -42.6% | 0.69% | −0.30 |
| AVGO Broadcom Inc. | Reduce -8.4% | 1.71% | −0.21 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.16 |
| TGT Target Corp. | Sold out | 0.00% | −0.15 |
| ALKT Alkami Technology Inc. | Sold out | 0.00% | −0.11 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 1.29% | −0.09 |
| CMI Cummins Inc. | Reduce -16.5% | 1.44% | −0.06 |
| CB Chubb Ltd. | Reduce -13.9% | 1.43% | −0.03 |
| TSLA Tesla Inc. | Reduce -5.9% | 0.16% | −0.03 |
| SNOW Snowflake Inc. | Reduce -28.7% | 0.03% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -52.7% | 0.02% | −0.02 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.02 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -46.8% | 0.03% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -40.2% | 0.02% | −0.02 |
| ENVX Enovix Corp. | Sold out | 0.00% | −0.02 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.01 |
| ATRO Astronics Corp. | Sold out | 0.00% | −0.01 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.01 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.01 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.01 |
| ACHR Archer Aviation Inc. Class A | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -10.1% | 0.12% | −0.01 |
| PLD Prologis Inc. | Reduce -11.7% | 1.37% | −0.00 |
| MCO Moody's Corp. | Reduce -0.2% | 0.04% | −0.00 |
| ARKG ARK Genomic Revolution ETF | Reduce -7.0% | 0.03% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -9.6% | 0.03% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -11.0% | 0.04% | −0.00 |
| RMD Resmed Inc. | Reduce -0.4% | 0.02% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 0.03% | +0.00 |
| DVN Devon Energy Corp. | Reduce -29.4% | 0.02% | +0.00 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.03% | +0.00 |
| CEF Sprott Physical Gold and Sil | Reduce -1.8% | 0.02% | +0.00 |
| OXY Occidental Petroleum Corp. | Reduce -23.1% | 0.25% | +0.06 |
| DINO HF Sinclair Corp. | Reduce -25.7% | 0.94% | +0.08 |
| KMI Kinder Morgan Inc. | Reduce -15.4% | 1.34% | +0.15 |
| CVX Chevron Corp. | Reduce -17.9% | 1.49% | +0.26 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 1.78% | +0.36 |
Portfolio Buys Q4 2025 → Q1 2026
| WSO Watsco Inc. | New | 1.27% | +1.27 |
| AMRZ Amrize Ltd. | New | 1.26% | +1.26 |
| TEL Te Connectivity PLC | New | 1.08% | +1.08 |
| ON On Semiconductor | New | 1.03% | +1.03 |
| DIS The Walt Disney Co. | New | 0.90% | +0.90 |
| ESI Element Solutions Inc. | New | 0.86% | +0.86 |
| MTH Meritage Homes Corp. | New | 0.81% | +0.81 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.69% | +0.69 |
| EMN Eastman Chemical Co. | Add +4.2% | 1.33% | +0.35 |
| GPC Genuine Parts Co. | Add +41.5% | 1.42% | +0.35 |
| ABT Abbott Laboratories | Add +48.7% | 1.38% | +0.34 |
| REGN Regeneron Pharmaceuticals | Add +11.8% | 1.44% | +0.26 |
| WEC WEC Energy Group Inc. | Add +0.4% | 1.39% | +0.23 |
| PEP Pepsico Inc. | Add +0.3% | 1.48% | +0.23 |
| ALGN Align Technology Inc. | Add +179.1% | 0.31% | +0.22 |
| HD Home Depot Inc. | Add +16.6% | 1.24% | +0.22 |
| CME Cme Group Inc. | Add +0.4% | 1.35% | +0.21 |
| UNH Unitedhealth Group Inc. | Add +48.5% | 0.82% | +0.20 |
| HUBB Hubbell Inc. | Add +0.8% | 1.15% | +0.20 |
| VGSH Vanguard Short-Term Treasury | Add +24.3% | 0.78% | +0.20 |
| PSMT Pricesmart Inc. | New | 0.20% | +0.20 |
| VEEV Veeva Systems Inc. Class A | New | 0.19% | +0.19 |
| BCC Boise Cascade Co. | New | 0.15% | +0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 3.79% | +0.14 |
| CSCO Cisco Systems Inc. | Add +0.4% | 1.47% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +19.0% | 0.58% | +0.13 |
| BKR Baker Hughes Co. | Add +2.9% | 0.31% | +0.10 |
| SII Sprott Inc. | Add +3.3% | 0.25% | +0.10 |
| IEF iShares 7-10 Year Treasury B | Add +20.9% | 0.40% | +0.09 |
| MIR Mirion Technologies Inc. | Add +126.5% | 0.18% | +0.09 |
| ABBV Abbvie Inc. | Add +3.1% | 1.38% | +0.09 |
| UNF Unifirst Corp. | Add +3.3% | 0.24% | +0.08 |
| QCOM Qualcomm Inc. | Add +28.6% | 1.36% | +0.07 |
| AAPL Apple Inc. | Add +0.5% | 2.91% | +0.06 |
| DHR Danaher Corp. | Add +15.9% | 1.41% | +0.06 |
| NVDA Nvidia Corp. | Add +2.1% | 1.50% | +0.06 |
| BA The Boeing Co. | Add +5.1% | 1.11% | +0.05 |
| VSDA Victoryshares Dividend Accel | Add +1.4% | 0.42% | +0.05 |
| SDY SS SPDR S&P Dividend ETF | New | 0.04% | +0.04 |
| PG The Procter & Gamble Co. | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.7% | 0.10% | +0.04 |
| SCHV Schwab US Large-Cap Value | Add +0.9% | 0.30% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +65.3% | 0.09% | +0.03 |
| AXP American Express Co. | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +124.0% | 0.05% | +0.03 |
| VFLO Victoryshares Free Cash Flow | Add +9.1% | 0.20% | +0.03 |
| AGNC AGNC Investment Corp. | New | 0.03% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | New | 0.02% | +0.02 |
| ALNY Alnylam Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| CIEN Ciena Corp. | New | 0.02% | +0.02 |
Options Activity Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | put | New | 24,100 | $8.9M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |