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

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

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%
ARKG ARK Genomic Revolution ETF 0.03% 16,872 $446K Reduce -7.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 1,015 $443K Add +1.4%
AGNC AGNC Investment Corp. 0.03% 43,294 $434K New
XLV SS Health Care Select Sector 0.03% 2,816 $413K Reduce -9.6%
NTRA Natera Inc. 0.03% 1,854 $371K Add +6.1%
LOW Lowe's Cos Inc. 0.03% 1,562 $369K Reduce -0.1%
CPRT Copart Inc. 0.02% 10,826 $359K Add +0.8%
IWY iShares Russell Top 200 Grow 0.02% 1,410 $351K No change
UBER Uber Technologies Inc. 0.02% 4,783 $344K Reduce -97.0%
VOO Vanguard S&P 500 ETF 0.02% 576 $344K Add +1.2%
HOOD Robinhood Markets Inc. Class A 0.02% 4,692 $325K New
QQQ Invesco QQQ Trust Series 1 0.02% 533 $308K Reduce -52.7%
CEF Sprott Physical Gold and Sil 0.02% 6,285 $300K Reduce -1.8%
ALNY Alnylam Pharmaceuticals Inc. 0.02% 889 $294K New
CRWD CrowdStrike Holdings Inc. Class A 0.02% 740 $289K Reduce -40.2%
DVN Devon Energy Corp. 0.02% 5,712 $287K Reduce -29.4%
TSM Taiwan Semiconductor-SP ADR 0.02% 803 $271K Add +6.4%
NN Nextnav Inc. 0.02% 16,870 $270K Add +6.1%
CIEN Ciena Corp. 0.02% 674 $262K New
ASTS Ast Spacemobile Inc. 0.02% 3,103 $257K New
TTWO Take-Two Interactive Softwre 0.02% 1,259 $249K Add +39.0%
ENB Enbridge Inc. 0.02% 4,546 $246K No change
MP MP Materials Corp. 0.02% 4,975 $240K Add +6.1%
RMD Resmed Inc. 0.02% 1,061 $238K Reduce -0.4%
WMT Walmart Inc. 0.02% 1,892 $235K New
OEF iShares S&P 100 ETF 0.02% 714 $227K No change
NFLX Netflix Inc. 0.02% 2,301 $221K New
VB Vanguard Most SM-Cap ETF-Usd 0.02% 830 $217K No change
EMLP First Trust North American E 0.01% 4,826 $211K New
NEM Newmont Corp. 0.01% 1,910 $207K New
SPWR Sunpower Inc. 0.01% 86,100 $109K New
DSX Diana Shipping Inc. 0.01% 31,338 $78K No change
CLIR Clearsign Technologies Corp. 0.00% 12,000 $52K No change
CSAI Cloudastructure Inc. 0.00% 11,834 $7K No change

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

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