DDD Partners, LLC 13F Holdings

CIK 0001729673 · BELLEVUE, WA

As of Sep 30, 2025, DDD Partners, LLC reported 129 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology1,143,636$592.3M37.63%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services128,370$64.5M4.10%
APPLE INCAAPLTechnology160,529$40.9M2.60%
AMAZON.COM INCAMZNEquity178,754$39.2M2.49%
ELANCO ANIMAL HEALTH INCELANHealthcare1,753,369$35.3M2.24%
BROADCOM INCAVGOTechnology86,633$28.6M1.82%
ALPHABET INCGOOGEquity110,738$27.0M1.71%
META PLATFORMS INCMETACommunication Services33,136$24.3M1.55%
COSTCO WHOLESALE CORPCOSTConsumer Defensive25,966$24.0M1.53%
NWPX INFRASTRUCTURE INCNWPXIndustrials446,637$23.6M1.50%
NVIDIA CORPNVDATechnology119,313$22.3M1.41%
HF SINCLAIR CORPDINOEnergy416,149$21.8M1.38%
BANK OF AMERICA CORPBACFinancial Services404,353$20.9M1.33%
OLD REPUBLIC INTERNATIONAL CORPORIFinancial Services488,558$20.7M1.32%
CHUBB LTDCBFinancial Services72,979$20.6M1.31%
ABBVIE INCABBVEquity88,406$20.5M1.30%
WEC ENERGY GROUP INCWECUtilities172,033 9.7M1.25%
QUALCOMM INCQCOMTechnology118,202 9.7M1.25%
CHEVRON CORPCHVEnergy124,991 9.4M1.23%
CUMMINS INCCMIIndustrials45,887 9.4M1.23%
PROLOGIS INCPLDReal Estate168,071 9.2M1.22%
PEPSICO INCPEPConsumer Defensive136,557 9.2M1.22%
KINDER MORGAN INCKMIEnergy676,125 9.1M1.22%
GENUINE PARTS COGPCConsumer Cyclical136,549 8.9M1.20%
HOME DEPOT INCHDConsumer Cyclical46,123 8.7M1.19%