Investor
DDD Partners, LLC
CIK 0001729673 · filed 2026-04-28 · SEC filing
13F book
$1.45B
Positions
134
25 new · 21 sold
Largest name
29.4%
Microsoft Corp · MSFT
Est. mark
−$141.7M
Price effect on 109 names still held. Flow $12M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 1.15M | $426.7M | 29.4% | −$130.3M | Added−$128.9M |
| Berkshire Hathaway Inc Del | — | 114K | $54.6M | 3.8% | −$2.67M | Added−$2.67M |
| Apple Inc. | AAPL | 165.2K | $41.9M | 2.9% | −$2.97M | Added−$2.77M |
| Amazon Com Inc | AMZN | 180.4K | $37.6M | 2.6% | −$4.05M | Added−$3.88M |
| NWPX Infrastructure, Inc. | NWPX | 424.7K | $33.1M | 2.3% | $6.53M | Cut$5.36M |
| Costco Whsl Corp New | — | 25.8K | $25.7M | 1.8% | $3.46M | Cut$3.39M |
| Broadcom Inc. | AVGO | 79.7K | $24.7M | 1.7% | −$2.92M | Cut−$5.46M |
| Alphabet Inc | — | 81.1K | $23.3M | 1.6% | −$2.17M | Added−$1.98M |
| Nvidia Corp | NVDA | 123.6K | $21.6M | 1.5% | −$1.47M | Added−$1.03M |
| Chevron Corp New | CVX | 104K | $21.5M | 1.5% | $5.67M | Cut$2.21M |
| Pepsico Inc | PEP | 137.7K | $21.4M | 1.5% | $1.62M | Added$1.69M |
| Cisco Sys Inc | — | 273.6K | $21.2M | 1.5% | $152.6K | Added$242.6K |
| Regeneron Pharmaceuticals, Inc. | REGN | 26.9K | $20.8M | 1.4% | $18.5K | Added$2.22M |
| Cummins Inc | CMI | 38.5K | $20.7M | 1.4% | $1.06M | Cut−$2.83M |
| Chubb Limited | — | 63.3K | $20.6M | 1.4% | $873.9K | Cut−$2.31M |
| Genuine Parts Co | GPC | 194.1K | $20.5M | 1.4% | −$2.36M | Added$3.66M |
| Danaher Corporation | — | 107.5K | $20.4M | 1.4% | −$3.65M | Added−$840.9K |
| Wec Energy Group, Inc. | WEC | 173.7K | $20.1M | 1.4% | $1.78M | Added$1.87M |
| Bank America Corp | — | 407.8K | $19.9M | 1.4% | −$2.54M | Added−$2.48M |
| AbbVie Inc. | ABBV | 91.4K | $19.9M | 1.4% | −$975K | Added−$375.4K |
| Abbott Labs | ABT | 193.5K | $19.9M | 1.4% | −$2.94M | Added$3.56M |
| Prologis Inc. | — | 149.1K | $19.7M | 1.4% | $674.1K | Cut−$1.85M |
| Qualcomm Inc | — | 152.6K | $19.6M | 1.4% | −$5.01M | Added−$638.2K |
| Old Rep Intl Corp | — | 492.1K | $19.6M | 1.4% | −$2.81M | Added−$2.74M |
| Cme Group Inc. | CME | 66K | $19.5M | 1.3% | $1.46M | Added$1.54M |
| Kinder Morgan Inc Del | — | 574.4K | $19.3M | 1.3% | $3.47M | Cut$586.9K |
| Eastman Chem Co | — | 251.9K | $19.2M | 1.3% | $3.02M | Added$3.8M |
| Meta Platforms, Inc. | META | 32.6K | $18.6M | 1.3% | −$2.87M | Cut−$3.07M |
| Watsco Inc | — | 50.5K | $18.4M | 1.3% | — | New |
| Amrize Ltd | AMRZ | 324.8K | $18.2M | 1.3% | — | New |
| Home Depot, Inc. | HD | 54.4K | $17.9M | 1.2% | −$709K | Added$1.84M |
| Hubbell Inc | HUBB | 33.7K | $16.5M | 1.1% | $1.56M | Added$1.69M |
| Boeing Co | — | 80.8K | $16.1M | 1.1% | −$1.39M | Added−$606K |
| Te Connectivity Plc | TEL | 74.4K | $15.6M | 1.1% | — | New |
| On Semiconductor Corp | ON | 240K | $14.9M | 1.0% | — | New |
| Elanco Animal Health Inc | ELAN | 618.1K | $14.8M | 1.0% | $803.5K | Cut−$6.19M |
| ServiceNow, Inc. | NOW | 136.4K | $14.3M | 1.0% | −$6.64M | Cut−$7.4M |
| Hf Sinclair Corp | DINO | 216.2K | $13.5M | 0.9% | $3.53M | Cut$84.5K |
| Disney Walt Co | — | 134.6K | $13M | 0.9% | — | New |
| Element Solutions Inc | ESI | 364.4K | $12.4M | 0.9% | — | New |
| Richardson Electrs Ltd | — | 1.13M | $12.4M | 0.9% | $79.3K | Held |
| Unitedhealth Group Inc | UNH | 43.9K | $11.9M | 0.8% | −$1.76M | Added$2.12M |
| Meritage Homes Corp | MTH | 189.2K | $11.7M | 0.8% | — | New |
| Vanguard Scottsdale Fds | — | 191.5K | $11.2M | 0.8% | −$29.3K | Added$2.16M |
| Spdr Series Trust | — | 129.6K | $9.92M | 0.7% | — | New |
| Huntington Ingalls Inds Inc | — | 26K | $9.88M | 0.7% | $1.04M | Cut−$5.53M |
| Vanguard Scottsdale Fds | — | 105.6K | $8.37M | 0.6% | −$40.8K | Added$1.3M |
| Victory Portfolios Ii | — | 111K | $6.05M | 0.4% | $188.3K | Added$271.4K |
| Ishares Tr | — | 59.8K | $5.7M | 0.4% | −$35.6K | Added$952.1K |
| Align Technology Inc | ALGN | 26.4K | $4.53M | 0.3% | $144.6K | Added$3.05M |
| Baker Hughes Company | — | 73.5K | $4.49M | 0.3% | $1.11M | Added$1.23M |
| Schwab Strategic Tr | — | 143.1K | $4.36M | 0.3% | $126.2K | Added$164.2K |
| Spdr S&P 500 Etf Tr | — | 6.32K | $4.11M | 0.3% | −$197.5K | Added−$145.4K |
| Expeditors Intl Wash Inc | — | 25.3K | $3.62M | 0.3% | −$146.2K | Held |
| Occidental Pete Corp | — | 55K | $3.57M | 0.2% | $1.31M | Cut$632.4K |
| Sprott Inc. | SII | 24.9K | $3.56M | 0.2% | $1.09M | Added$1.2M |
| Unifirst Corp Mass | — | 14K | $3.52M | 0.2% | $795.3K | Added$908.8K |
| Intuitive Surgical Inc | ISRG | 6.86K | $3.16M | 0.2% | −$670.8K | Added−$441.2K |
| Pricesmart Inc | PSMT | 18.9K | $2.84M | 0.2% | — | New |
| Victory Portfolios Ii | — | 71.3K | $2.82M | 0.2% | $6.55K | Added$242.1K |
| Veeva Sys Inc | — | 15.9K | $2.8M | 0.2% | — | New |
| Mirion Technologies, Inc. | MIR | 142.8K | $2.65M | 0.2% | −$304.5K | Added$1.18M |
| Select Sector Spdr Tr | — | 19.3K | $2.56M | 0.2% | −$211.6K | Added−$194.1K |
| Ferrari N.V. | RACE | 7.36K | $2.49M | 0.2% | −$227.5K | Added−$210.6K |
| Select Sector Spdr Tr | — | 21.5K | $2.39M | 0.2% | −$146.5K | Added−$125.4K |
| Symbotic Inc. | SYM | 44.4K | $2.36M | 0.2% | −$271.7K | Added−$205.7K |
| Tesla, Inc. | TSLA | 6.05K | $2.25M | 0.2% | −$471.9K | Cut−$641.4K |
| Rayonier Advanced Matls Inc | — | 200K | $2.21M | 0.2% | $1.04M | Held |
| Boise Cascade Co Del | — | 28.1K | $2.13M | 0.1% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 46.9K | $1.8M | 0.1% | −$456.2K | Added−$214.5K |
| Ishares Tr | — | 2.64K | $1.73M | 0.1% | −$83.9K | Cut−$288K |
| Alphabet Inc | — | 5.96K | $1.71M | 0.1% | −$139.1K | Added$2.99K |
| Schwab Strategic Tr | — | 32.4K | $1.59M | 0.1% | $119.7K | Added$132.6K |
| Exxon Mobil Corp | — | 8.37K | $1.42M | 0.1% | $405.7K | Added$429.5K |
| Schwab Strategic Tr | — | 43.7K | $1.42M | 0.1% | $39.9K | Added$52.1K |
| Oracle Corp | — | 8.67K | $1.28M | 0.1% | −$411.3K | Added−$401.7K |
| Jpmorgan Chase & Co. | — | 4.28K | $1.26M | 0.1% | −$72.6K | Added$424.3K |
| Visa Inc. | V | 3.9K | $1.18M | 0.1% | −$187.5K | Added−$176.3K |
| Vanguard Index Fds | — | 2.28K | $730.2K | 0.1% | −$31.3K | Added$3.71K |
| Johnson & Johnson | JNJ | 2.98K | $729.3K | 0.1% | $49.9K | Added$453.6K |
| Ww Grainger Inc | — | 592 | $645.8K | 0.0% | $48.1K | Added$52.4K |
| Vanguard Index Fds | — | 3.27K | $642.2K | 0.0% | $16.9K | Added$22.4K |
| Eaton Corp Plc | ETN | 1.69K | $603K | 0.0% | $64.6K | Added$77.5K |
| RTX Corp | RTX | 3.12K | $601.7K | 0.0% | $29.7K | Cut−$11M |
| Palantir Technologies Inc. | PLTR | 4.05K | $592.6K | 0.0% | −$118.3K | Added−$75.4K |
| Ishares Tr | — | 8.66K | $585.1K | 0.0% | $13.2K | Cut−$57.7K |
| Spdr Series Trust | — | 3.94K | $574.7K | 0.0% | — | New |
| Procter And Gamble Co | PG | 3.93K | $567.9K | 0.0% | — | New |
| Ishares Tr | — | 4.56K | $567.2K | 0.0% | $18.8K | Held |
| Moodys Corp | — | 1.3K | $565.4K | 0.0% | −$96.7K | Cut−$98.2K |
| Starbucks Corp | SBUX | 6.04K | $540.6K | 0.0% | $31K | Added$54.2K |
| Ishares Ethereum Tr | — | 33.2K | $525.2K | 0.0% | −$166.1K | Added−$39.2K |
| Ishares Gold Tr | — | 5.82K | $512.9K | 0.0% | $40.3K | Added$45K |
| Ishares 0-3 Month | — | 4.92K | $494.8K | 0.0% | $1.26K | Added$32.3K |
| Deere & Co | DE | 873 | $491.8K | 0.0% | $81.2K | Added$104.9K |
| American Express Co | AXP | 1.61K | $488.2K | 0.0% | — | New |
| Schwab Strategic Tr | — | 18.8K | $464.7K | 0.0% | $13.3K | Held |
| Snowflake Inc. | SNOW | 3.03K | $457.1K | 0.0% | −$207.7K | Cut−$475.1K |
| Schwab Strategic Tr | — | 14.8K | $454.2K | 0.0% | $48.1K | Cut−$309.4K |
| Schwab Strategic Tr | — | 17.6K | $451.6K | 0.0% | −$22.4K | Cut−$26.5K |
| Ark Etf Tr | — | 16.9K | $445.8K | 0.0% | −$43K | Cut−$79.6K |
| Vanguard Growth Etf | — | 1.01K | $443.3K | 0.0% | −$51.1K | Added−$45K |
| Agnc Invt Corp | — | 43.3K | $434.2K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 2.82K | $412.9K | 0.0% | −$23.1K | Cut−$69.5K |
| Natera, Inc. | NTRA | 1.85K | $370.8K | 0.0% | −$50.9K | Added−$29.7K |
| Lowes Cos Inc | — | 1.56K | $369.1K | 0.0% | −$7.62K | Cut−$7.86K |
| Copart Inc | CPRT | 10.8K | $359.4K | 0.0% | −$63.9K | Added−$61.2K |
| Ishares Tr | — | 1.41K | $350.9K | 0.0% | −$39.6K | Held |
| Uber Technologies, Inc | UBER | 4.78K | $344K | 0.0% | −$46.8K | Cut−$12.6M |
| Vanguard Index Fds | — | 576 | $343.9K | 0.0% | −$17.2K | Added−$13K |
| Robinhood Mkts Inc | — | 4.69K | $325.2K | 0.0% | — | New |
| Invesco Qqq Tr | — | 533 | $307.8K | 0.0% | −$19.7K | Cut−$384.1K |
| Sprott Asset Management Lp | — | 6.29K | $299.9K | 0.0% | $12.1K | Cut$6.85K |
| Alnylam Pharmaceuticals, Inc. | ALNY | 889 | $294.1K | 0.0% | — | New |
| Crowdstrike Hldgs Inc | — | 740 | $288.9K | 0.0% | −$58K | Cut−$291K |
| Devon Energy Corp New | — | 5.71K | $287.4K | 0.0% | $78.2K | Cut−$8.73K |
| Taiwan Semiconductor Mfg Ltd | — | 803 | $271.4K | 0.0% | $25.7K | Added$41.9K |
| Nextnav Inc | — | 16.9K | $270.3K | 0.0% | −$9.86K | Added$5.6K |
| Ciena Corp | CIEN | 674 | $261.7K | 0.0% | — | New |
| AST SpaceMobile, Inc. | ASTS | 3.1K | $257.1K | 0.0% | — | New |
| Take-Two Interactive Softwar | — | 1.26K | $248.7K | 0.0% | −$53K | Added$16.7K |
| Enbridge Inc | — | 4.55K | $246.1K | 0.0% | $28.7K | Held |
| Mp Materials Corp | — | 4.97K | $240.1K | 0.0% | −$10.6K | Added$3.15K |
| Resmed Inc | — | 1.06K | $238.2K | 0.0% | −$17.4K | Cut−$18.4K |
| Walmart Inc. | WMT | 1.89K | $235.2K | 0.0% | — | New |
| Ishares Tr | — | 714 | $227.1K | 0.0% | −$17.8K | Held |
| Netflix Inc | NFLX | 2.3K | $221.2K | 0.0% | — | New |
| Vanguard Index Fds | — | 830 | $217.4K | 0.0% | $3.29K | Held |
| First Tr Exchange-Traded Fd | — | 4.83K | $210.7K | 0.0% | — | New |
| Newmont Corp | — | 1.91K | $206.8K | 0.0% | — | New |
| Sunpower Inc | — | 86.1K | $109.3K | 0.0% | — | New |
| Diana Shipping Inc | — | 31.3K | $78.3K | 0.0% | $26.3K | Held |
| Clearsign Technologies Corp | CLIR | 12K | $52.3K | 0.0% | — | New |
| Cloudastructure, Inc. | CSAI | 11.8K | $7.2K | 0.0% | −$2.33K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.