DDD Partners, LLC
Top Portfolio Positions
104 positions ·
$1,361,291,411 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 RELL
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,407,357 | 1,133,092 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,328,040 | 1,133,092 | Shares | Sole | 2026-01-22 | |
| 2025-12-31 | $12,328,040 | 1,133,092 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $11,164,750 | 1,140,424 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,006,799 | 1,140,601 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,851,331 | 1,151,553 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,297,598 | 1,161,625 | Shares | Sole | 2025-01-15 | |
| 2024-12-31 | $16,297,598 | 1,161,625 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,479,928 | 1,173,414 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,027,492 | 1,095,668 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $9,800,351 | 1,064,099 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,158,473 | 686,028 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $7,543,077 | 690,126 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $7,786,053 | 471,882 | Shares | Sole | 2023-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||