DDD Partners, LLC
Top Portfolio Positions
104 positions ·
$1,361,508,089 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,176,837 | $435,629,752 | 32.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
114,010 | $54,633,592 | 4.01% | |
| AAPL |
Apple Inc.
Technology
|
165,179 | $41,920,778 | 3.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
180,425 | $37,577,114 | 2.76% | |
| NWPX |
NWPX Infrastructure, Inc.
Basic Materials
|
424,680 | $33,065,584 | 2.43% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
25,821 | $25,728,819 | 1.89% | |
| AVGO |
Broadcom Inc.
Technology
|
79,726 | $24,675,994 | 1.81% | |
| NVDA |
Nvidia Corp
Technology
|
123,583 | $21,552,875 | 1.58% | |
| CVX |
Chevron Corp
Energy
|
104,035 | $21,524,841 | 1.58% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
137,730 | $21,388,091 | 1.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ORI
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,636,066 | 492,132 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $22,380,623 | 490,373 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $20,749,058 | 488,558 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,210,615 | 551,785 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $24,338,912 | 620,574 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $23,252,473 | 642,511 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $23,143,534 | 653,403 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,119,947 | 651,131 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $19,889,510 | 647,445 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $24,020,270 | 817,016 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $22,126,037 | 821,308 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $21,062,658 | 836,816 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $20,734,663 | 830,383 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,881,994 | 823,271 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $17,050,038 | 814,622 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $21,664,022 | 968,874 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $23,727,705 | 917,190 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $22,072,938 | 898,004 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $19,407,851 | 839,077 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $20,682,200 | 830,277 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,866,495 | 818,063 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $12,345,062 | 626,335 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $7,025,821 | 476,650 | Shares | Sole | 2020-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||