DDD Partners, LLC

CIK

1729673

Location

BELLEVUE, WA

Portfolio Value

Mid $1,621,866,578

Diversification

Diversified

Filing Date

Global Rank

#1,855 / 8,795 ▼ 187 · as of Jun 2026

Top Industry

Software - Infrastructure 29.1%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

144 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.4%

−3.8 pts

Top 5

37.9%

−4.0 pts

Top 10

47.6%

−2.5 pts

HHI

810

Diversified−208

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	45.0%	$729,923,817	30
Financial Services	9.3%	$150,820,816	15
Healthcare	8.6%	$140,113,404	18
Basic Materials	7.2%	$116,377,748	8
Industrials	6.4%	$103,156,316	20
Unclassified	5.0%	$81,312,608	18
Consumer Cyclical	4.8%	$77,695,012	10
Communication Services	4.2%	$67,919,769	6
Energy	3.6%	$58,173,805	9
Consumer Defensive	3.4%	$54,832,793	5
Utilities	1.3%	$21,079,008	3
Real Estate	1.3%	$20,461,482	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPWR	SunPower Inc.	+1,291,764	1,377,864	$946,592
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+168,122	301,620	$26,758,163
BNDW	Vanguard Total World Bond ETF	+57,327	354,404	$23,250,955
DIS	Walt Disney Co	+37,256	171,896	$16,544,990
SYM	Symbotic Inc.	+31,415	75,791	$3,406,805
AMRZ	Amrize Ltd	+24,680	349,483	$18,627,443
DHR	Danaher Corp /De/	+24,462	131,956	$25,134,978
EMN	Eastman Chemical Co	+18,018	269,877	$18,076,361
ORI	Old Republic International Corp	+11,025	503,157	$20,589,184
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+8,492	89,766	$10,813,189
COST	Costco Wholesale Corp /New	+8,106	33,927	$31,737,690
REGN	Regeneron Pharmaceuticals, Inc.	+5,383	32,303	$20,142,212
VB	Vanguard Morningstar Small-Cap ETF	+5,112	13,082	$2,741,067
HUBB	Hubbell Inc	+5,084	38,740	$20,268,768
AMZN	Amazon Com Inc	+4,797	185,222	$44,145,811
NFLX	Netflix Inc	+4,540	6,841	$488,447
IBIT	iShares Bitcoin Trust ETF	+3,340	50,253	$1,672,922
GOOGL	Alphabet Inc.	+2,272	89,366	$31,605,135
V	Visa Inc.	+2,064	5,962	$2,045,502
UBER	Uber Technologies, Inc	+2,000	6,783	$489,461
BA	Boeing Co	+1,861	82,623	$17,885,400
PLTR	Palantir Technologies Inc.	+1,642	5,693	$664,202
ETHA	iShares Ethereum Trust ETF	+1,583	34,763	$413,332
ASTS	AST SpaceMobile, Inc.	+1,323	4,426	$393,294
ISRG	Intuitive Surgical Inc	+1,059	7,923	$3,150,818
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−189,565	3,978	$360,963
NWPX	NWPX Infrastructure, Inc.	−175,160	249,520	$37,413,028
FNDA	Schwab Fundamental U.S. Small Company ETF	−144,634	125,831	$4,354,577
ABI	VictoryShares Pioneer Asset-Based Income ETF	−125,107	57,178	$3,024,542
ABBV	AbbVie Inc.	−87,009	4,388	$1,104,196
CSCO	Cisco Systems, Inc.	−58,936	214,668	$25,214,903
HD	Home Depot, Inc.	−51,568	2,801	$987,856
QCOM	Qualcomm Inc/De	−34,497	118,071	$21,818,340
ON	On Semiconductor Corp	−31,838	208,157	$19,679,162
MSFT	Microsoft Corp	−28,175	1,148,662	$428,473,899
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−26,668	16,926	$2,513,016
RELL	Richardson Electronics, Ltd.	−22,490	1,110,602	$21,112,544
BKR	Baker Hughes Co	−20,800	52,744	$2,927,292
AGNC	AGNC Investment Corp.	−17,111	26,183	$285,394
NVDA	Nvidia Corp	−5,499	118,084	$23,627,427
ELAN	Elanco Animal Health Inc	−2,993	615,091	$15,137,389
SPY	Spdr S&P 500 ETF Trust	−2,459	3,863	$2,884,772
ESI	Element Solutions Inc	−1,887	362,553	$17,311,905
BRK-B	Berkshire Hathaway Inc	−1,352	112,658	$56,372,936
DINO	HF Sinclair Corp	−1,012	215,233	$14,990,978
MP	MP Materials Corp. / DE	−1,012	3,963	$221,967
NTRA	Natera, Inc.	−991	863	$234,261
—		−689	16,183	$680,656
HOOD	Robinhood Markets, Inc.	−688	4,004	$401,521
SNOW	Snowflake Inc.	−686	2,345	$596,802
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	102,982	$36,315,572
MRK	Merck & Co., Inc.	190,549	$24,485,546
TXN	Texas Instruments Inc	76,410	$22,775,528
MU	Micron Technology Inc	19,682	$22,718,735
JHX	James Hardie Industries plc	866,921	$22,695,991
ELV	Elevance Health, Inc.	53,145	$20,552,765
BAM	Brookfield Asset Management Ltd.	435,175	$19,517,598
FFIV	F5, Inc.	40,697	$16,928,324
HUM	Humana Inc	10,538	$4,185,904
HPE	Hewlett Packard Enterprise Co	83,314	$3,758,294
MELI	Mercadolibre Inc	1,727	$2,931,392
GILD	Gilead Sciences, Inc.	13,827	$1,746,903
LLY	ELI LILLY & Co	681	$816,811
AMD	Advanced Micro Devices Inc	1,304	$757,506
LRCX	Lam Research Corp	1,649	$714,561
GEV	GE Vernova Inc.	582	$683,768
AJG	Arthur J. Gallagher & Co.	2,458	$564,283
MA	Mastercard Inc	1,013	$520,276
MCK	Mckesson Corp	666	$503,229
BKNG	Booking Holdings Inc.	2,755	$491,051
TDG	TransDigm Group INC	354	$471,542
MLM	Martin Marietta Materials Inc	796	$459,053
NRG	Nrg Energy, Inc.	3,119	$455,561
PWR	Quanta Services, Inc.	624	$449,304
RIOT	Riot Platforms, Inc.	16,275	$445,609
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
CME	Cme Group Inc.	65,955	$19,479,809
TEL	TE Connectivity plc	74,424	$15,556,104
NOW	ServiceNow, Inc.	136,412	$14,261,874
MTH	Meritage Homes CORP	189,223	$11,701,550
HII	Huntington Ingalls Industries, Inc.	26,003	$9,878,539
ALGN	Align Technology Inc	26,416	$4,528,494
MIR	Mirion Technologies, Inc.	142,790	$2,654,466
BCC	BOISE CASCADE Co	28,105	$2,131,764
NEM	NEWMONT Corp /DE/	1,910	$206,757
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

144 tracked positions · $1,621,866,578 total · filing declares 166 positions · $1,603,714,225 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 144 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp PUT + SHARES Technology	Reduced	1,148,662	-28,175	$428,473,899	−1.6%	26.42%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	112,658	-1,352	$56,372,936	+3.2%	3.48%
AAPL	Apple Inc. Technology	Added	166,144	+965	$48,075,427	+14.7%	2.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	185,222	+4,797	$44,145,811	+17.5%	2.72%
NWPX	NWPX Infrastructure, Inc. Basic Materials	Reduced	249,520	-175,160	$37,413,028	+13.1%	2.31%
APH	Amphenol Corp /De/ Technology	NEW	102,982	NEW	$36,315,572	NEW	2.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	33,927	+8,106	$31,737,690	+23.4%	1.96%
GOOGL	Alphabet Inc. Communication Services	Added	89,366	+2,272	$31,605,135	+26.5%	1.95%
AVGO	Broadcom Inc. Technology	Added	80,758	+1,032	$30,506,334	+23.6%	1.88%
CMI	Cummins Inc Industrials	Reduced	38,457	-48	$27,427,916	+32.4%	1.69%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	301,620	+168,122	$26,758,163	+155.1%	1.65%
CSCO	Cisco Systems, Inc. Technology	Reduced	214,668	-58,936	$25,214,903	+18.8%	1.55%
DHR	Danaher Corp /De/ Healthcare	Added	131,956	+24,462	$25,134,978	+23.3%	1.55%
MRK	Merck & Co., Inc. Healthcare	NEW	190,549	NEW	$24,485,546	NEW	1.51%
NVDA	Nvidia Corp Technology	Reduced	118,084	-5,499	$23,627,427	+9.6%	1.46%
BNDW	Vanguard Total World Bond ETF	Added	354,404	+57,327	$23,250,955	+18.7%	1.43%
BAC	Bank Of America Corp /De/ Financial Services	Added	407,855	+15	$23,239,577	+16.9%	1.43%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	193,933	-202	$22,880,215	+11.4%	1.41%
TXN	Texas Instruments Inc Technology	NEW	76,410	NEW	$22,775,528	NEW	1.40%
MU	Micron Technology Inc Technology	NEW	19,682	NEW	$22,718,735	NEW	1.40%
JHX	James Hardie Industries plc Basic Materials	NEW	866,921	NEW	$22,695,991	NEW	1.40%
QCOM	Qualcomm Inc/De Technology	Reduced	118,071	-34,497	$21,818,340	+11.0%	1.35%
CB	Chubb Ltd Financial Services	Reduced	63,209	-69	$21,537,834	+4.4%	1.33%
RELL	Richardson Electronics, Ltd. Technology	Reduced	1,110,602	-22,490	$21,112,544	+70.2%	1.30%
WSO	Watsco Inc Industrials	Reduced	50,426	-70	$21,014,026	+14.4%	1.30%
ORI	Old Republic International Corp Financial Services	Added	503,157	+11,025	$20,589,184	+4.9%	1.27%
ELV	Elevance Health, Inc. Healthcare	NEW	53,145	NEW	$20,552,765	NEW	1.27%
HUBB	Hubbell Inc Industrials	Added	38,740	+5,084	$20,268,768	+22.7%	1.25%
WEC	Wec Energy Group, Inc. Utilities	Reduced	173,451	-245	$20,253,873	+0.7%	1.25%
PLD	Prologis, Inc. Real Estate	Reduced	148,934	-206	$20,176,088	+2.3%	1.24%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	32,303	+5,383	$20,142,212	−3.2%	1.24%
ON	On Semiconductor Corp Technology	Reduced	208,157	-31,838	$19,679,162	+32.4%	1.21%
BAM	Brookfield Asset Management Ltd. Financial Services	NEW	435,175	NEW	$19,517,598	NEW	1.20%
META	Meta Platforms, Inc. Communication Services	Added	33,197	+613	$18,699,538	+0.3%	1.15%
PEP	Pepsico Inc Consumer Defensive	Reduced	137,578	-152	$18,628,061	−12.9%	1.15%
AMRZ	Amrize Ltd Basic Materials	Added	349,483	+24,680	$18,627,443	+2.4%	1.15%
UNH	Unitedhealth Group Inc Healthcare	Added	44,518	+641	$18,503,016	+55.8%	1.14%
KMI	Kinder Morgan, Inc. Energy	Reduced	574,012	-433	$18,351,163	−4.7%	1.13%
EMN	Eastman Chemical Co Basic Materials	Added	269,877	+18,018	$18,076,361	−6.0%	1.11%
BA	Boeing Co Industrials	Added	82,623	+1,861	$17,885,400	+11.3%	1.10%
ESI	Element Solutions Inc Basic Materials	Reduced	362,553	-1,887	$17,311,905	+39.1%	1.07%
CVX	Chevron Corp Energy	Reduced	103,943	-92	$17,229,591	−20.0%	1.06%
FFIV	F5, Inc. Technology	NEW	40,697	NEW	$16,928,324	NEW	1.04%
DIS	Walt Disney Co Communication Services	Added	171,896	+37,256	$16,544,990	+27.5%	1.02%
ELAN	Elanco Animal Health Inc Healthcare	Reduced	615,091	-2,993	$15,137,389	+2.3%	0.93%
DINO	HF Sinclair Corp Energy	Reduced	215,233	-1,012	$14,990,978	+11.1%	0.92%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	89,766	+8,492	$10,813,189	—	0.67%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	125,831	-144,634	$4,354,577	−50.2%	0.27%
HUM	Humana Inc Healthcare	NEW	10,538	NEW	$4,185,904	NEW	0.26%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	25,291	-1	$4,121,927	+13.8%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.