DDD Partners, LLC
Top Portfolio Positions
103 positions ·
$1,306,874,497 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,176,837 | $435,629,752 | 33.33% | |
| AAPL |
Apple Inc.
Technology
|
165,179 | $41,920,778 | 3.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
180,425 | $37,577,114 | 2.88% | |
| NWPX |
NWPX Infrastructure, Inc.
Basic Materials
|
424,680 | $33,065,584 | 2.53% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
25,821 | $25,728,819 | 1.97% | |
| AVGO |
Broadcom Inc.
Technology
|
79,726 | $24,675,994 | 1.89% | |
| NVDA |
Nvidia Corp
Technology
|
123,583 | $21,552,875 | 1.65% | |
| CVX |
Chevron Corp
Energy
|
104,035 | $21,524,841 | 1.65% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
137,730 | $21,388,091 | 1.64% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
273,604 | $21,228,934 | 1.62% |
Portfolio Trend
Holdings in CSAI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,195 | 11,834 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,526 | 11,834 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $14,910 | 11,834 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||