Investor
DDD Partners, LLC
CIK 0001729673 · filed 2026-01-22 · SEC filing
13F book
$1.57B
Positions
130
Largest name
35.4%
Microsoft Corp · MSFT
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Microsoft Corp | MSFT | 1.15M | $555.7M | 35.4% | — | Held |
| Berkshire Hathaway Inc Del | — | 114K | $57.3M | 3.6% | — | Held |
| Apple Inc. | AAPL | 164.4K | $44.7M | 2.8% | — | Held |
| Amazon Com Inc | AMZN | 179.6K | $41.5M | 2.6% | — | Held |
| Broadcom Inc. | AVGO | 87.1K | $30.1M | 1.9% | — | Held |
| NWPX Infrastructure, Inc. | NWPX | 443.3K | $27.7M | 1.8% | — | Held |
| Alphabet Inc | — | 80.5K | $25.3M | 1.6% | — | Held |
| Cummins Inc | CMI | 46.1K | $23.5M | 1.5% | — | Held |
| Chubb Limited | — | 73.5K | $22.9M | 1.5% | — | Held |
| Nvidia Corp | NVDA | 121.1K | $22.6M | 1.4% | — | Held |
| Old Rep Intl Corp | — | 490.4K | $22.4M | 1.4% | — | Held |
| Bank America Corp | — | 406.5K | $22.4M | 1.4% | — | Held |
| Costco Whsl Corp New | — | 25.9K | $22.3M | 1.4% | — | Held |
| Meta Platforms, Inc. | META | 32.9K | $21.7M | 1.4% | — | Held |
| ServiceNow, Inc. | NOW | 141.4K | $21.7M | 1.4% | — | Held |
| Prologis Inc. | — | 168.9K | $21.6M | 1.4% | — | Held |
| Danaher Corporation | — | 92.7K | $21.2M | 1.4% | — | Held |
| Cisco Sys Inc | — | 272.4K | $21M | 1.3% | — | Held |
| Elanco Animal Health Inc | ELAN | 927K | $21M | 1.3% | — | Held |
| Qualcomm Inc | — | 118.6K | $20.3M | 1.3% | — | Held |
| AbbVie Inc. | ABBV | 88.6K | $20.3M | 1.3% | — | Held |
| Pepsico Inc | PEP | 137.3K | $19.7M | 1.3% | — | Held |
| Chevron Corp New | CVX | 126.8K | $19.3M | 1.2% | — | Held |
| Brookfield Corp | — | 410K | $18.8M | 1.2% | — | Held |
| Kinder Morgan Inc Del | — | 679.3K | $18.7M | 1.2% | — | Held |
| Regeneron Pharmaceuticals, Inc. | REGN | 24.1K | $18.6M | 1.2% | — | Held |
| Wec Energy Group, Inc. | WEC | 172.9K | $18.2M | 1.2% | — | Held |
| Cme Group Inc. | CME | 65.7K | $17.9M | 1.1% | — | Held |
| Palo Alto Networks Inc | PANW | 93.3K | $17.2M | 1.1% | — | Held |
| Verizon Communications Inc | VZ | 418.2K | $17M | 1.1% | — | Held |
| Genuine Parts Co | GPC | 137.2K | $16.9M | 1.1% | — | Held |
| Boeing Co | — | 76.8K | $16.7M | 1.1% | — | Held |
| Abbott Labs | ABT | 130.2K | $16.3M | 1.0% | — | Held |
| Home Depot, Inc. | HD | 46.6K | $16M | 1.0% | — | Held |
| Eastman Chem Co | — | 241.7K | $15.4M | 1.0% | — | Held |
| Huntington Ingalls Inds Inc | — | 45.3K | $15.4M | 1.0% | — | Held |
| Hubbell Inc | HUBB | 33.4K | $14.8M | 0.9% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 24.1K | $14M | 0.9% | — | Held |
| Hf Sinclair Corp | DINO | 291K | $13.4M | 0.9% | — | Held |
| Cadence Design System Inc | — | 42K | $13.1M | 0.8% | — | Held |
| Uber Technologies, Inc | UBER | 158.5K | $12.9M | 0.8% | — | Held |
| Richardson Electrs Ltd | — | 1.13M | $12.3M | 0.8% | — | Held |
| RTX Corp | RTX | 63.3K | $11.6M | 0.7% | — | Held |
| Unitedhealth Group Inc | UNH | 29.6K | $9.76M | 0.6% | — | Held |
| Vanguard Scottsdale Fds | — | 154.1K | $9.05M | 0.6% | — | Held |
| Vanguard Scottsdale Fds | — | 88.7K | $7.08M | 0.4% | — | Held |
| Victory Portfolios Ii | — | 109.4K | $5.78M | 0.4% | — | Held |
| Ishares Tr | — | 49.4K | $4.75M | 0.3% | — | Held |
| Adobe Inc. | ADBE | 13.5K | $4.72M | 0.3% | — | Held |
| Spdr S&P 500 Etf Tr | — | 6.24K | $4.26M | 0.3% | — | Held |
| Schwab Strategic Tr | — | 141.9K | $4.2M | 0.3% | — | Held |
| Expeditors Intl Wash Inc | — | 25.3K | $3.77M | 0.2% | — | Held |
| Intuitive Surgical Inc | ISRG | 6.37K | $3.61M | 0.2% | — | Held |
| Baker Hughes Company | — | 71.5K | $3.26M | 0.2% | — | Held |
| Occidental Pete Corp | — | 71.6K | $2.94M | 0.2% | — | Held |
| Tesla, Inc. | TSLA | 6.43K | $2.89M | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 19.1K | $2.75M | 0.2% | — | Held |
| Ferrari N.V. | RACE | 7.31K | $2.7M | 0.2% | — | Held |
| Unifirst Corp Mass | — | 13.6K | $2.61M | 0.2% | — | Held |
| Victory Portfolios Ii | — | 65.4K | $2.57M | 0.2% | — | Held |
| Symbotic Inc. | SYM | 43.1K | $2.57M | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 21.3K | $2.51M | 0.2% | — | Held |
| Accenture Plc Ireland | — | 9.09K | $2.44M | 0.2% | — | Held |
| Sprott Inc. | SII | 24.1K | $2.36M | 0.1% | — | Held |
| Target Corp | TGT | 24K | $2.35M | 0.1% | — | Held |
| Ishares Bitcoin Trust Etf | IBIT | 40.6K | $2.02M | 0.1% | — | Held |
| Ishares Tr | — | 2.94K | $2.01M | 0.1% | — | Held |
| Alkami Technology, Inc. | ALKT | 76.2K | $1.76M | 0.1% | — | Held |
| Alphabet Inc | — | 5.47K | $1.71M | 0.1% | — | Held |
| Oracle Corp | — | 8.6K | $1.68M | 0.1% | — | Held |
| Coinbase Global, Inc. | COIN | 7.13K | $1.61M | 0.1% | — | Held |
| Align Technology Inc | ALGN | 9.47K | $1.48M | 0.1% | — | Held |
| Mirion Technologies, Inc. | MIR | 63K | $1.48M | 0.1% | — | Held |
| Schwab Strategic Tr | — | 32.2K | $1.45M | 0.1% | — | Held |
| Schwab Strategic Tr | — | 43.4K | $1.37M | 0.1% | — | Held |
| Visa Inc. | V | 3.86K | $1.35M | 0.1% | — | Held |
| Rayonier Advanced Matls Inc | — | 200K | $1.18M | 0.1% | — | Held |
| Exxon Mobil Corp | — | 8.23K | $990.1K | 0.1% | — | Held |
| Snowflake Inc. | SNOW | 4.25K | $932.3K | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 2.59K | $833.3K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 27.8K | $763.6K | 0.0% | — | Held |
| Vanguard Index Fds | — | 2.17K | $726.5K | 0.0% | — | Held |
| Invesco Qqq Tr | — | 1.13K | $691.8K | 0.0% | — | Held |
| Palantir Technologies Inc. | PLTR | 3.76K | $668K | 0.0% | — | Held |
| Moodys Corp | — | 1.3K | $663.6K | 0.0% | — | Held |
| Ishares Tr | — | 9.74K | $642.7K | 0.0% | — | Held |
| Vanguard Index Fds | — | 3.25K | $619.8K | 0.0% | — | Held |
| Ww Grainger Inc | — | 588 | $593.3K | 0.0% | — | Held |
| Crowdstrike Hldgs Inc | — | 1.24K | $579.9K | 0.0% | — | Held |
| Ishares Ethereum Tr | — | 25.2K | $564.5K | 0.0% | — | Held |
| Ishares Tr | — | 4.56K | $548.4K | 0.0% | — | Held |
| Eaton Corp Plc | ETN | 1.65K | $525.5K | 0.0% | — | Held |
| Ark Etf Tr | — | 18.1K | $525.3K | 0.0% | — | Held |
| Vanguard Growth Etf | — | 1K | $488.3K | 0.0% | — | Held |
| Starbucks Corp | SBUX | 5.78K | $486.4K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 3.12K | $482.4K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 17.8K | $478.2K | 0.0% | — | Held |
| Ishares Gold Tr | — | 5.76K | $467.9K | 0.0% | — | Held |
| Ishares 0-3 Month | — | 4.61K | $462.6K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 18.8K | $451.3K | 0.0% | — | Held |
| Copart Inc | CPRT | 10.7K | $420.6K | 0.0% | — | Held |
| Natera, Inc. | NTRA | 1.75K | $400.4K | 0.0% | — | Held |
| Ishares Tr | — | 1.41K | $390.5K | 0.0% | — | Held |
| Deere & Co | DE | 831 | $386.9K | 0.0% | — | Held |
| Lowes Cos Inc | — | 1.56K | $376.9K | 0.0% | — | Held |
| Vanguard Index Fds | — | 569 | $357K | 0.0% | — | Held |
| Airbnb, Inc. | ABNB | 2.49K | $338.2K | 0.0% | — | Held |
| Devon Energy Corp New | — | 8.09K | $296.2K | 0.0% | — | Held |
| Sprott Asset Management Lp | — | 6.4K | $293.1K | 0.0% | — | Held |
| Datadog, Inc. | DDOG | 2.13K | $289.5K | 0.0% | — | Held |
| Johnson & Johnson | JNJ | 1.33K | $275.7K | 0.0% | — | Held |
| Nextnav Inc | — | 15.9K | $264.7K | 0.0% | — | Held |
| Enovix Corp | ENVX | 35.2K | $257.4K | 0.0% | — | Held |
| Resmed Inc | — | 1.06K | $256.5K | 0.0% | — | Held |
| Ishares Tr | — | 714 | $244.9K | 0.0% | — | Held |
| Mp Materials Corp | — | 4.69K | $236.9K | 0.0% | — | Held |
| Mckesson Corp | MCK | 287 | $235.4K | 0.0% | — | Held |
| Take-Two Interactive Softwar | — | 906 | $232K | 0.0% | — | Held |
| Spdr Dow Jones Indl Average | — | 480 | $230.7K | 0.0% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 755 | $229.4K | 0.0% | — | Held |
| Astronics Corp | — | 4.19K | $227.2K | 0.0% | — | Held |
| Enbridge Inc | — | 4.55K | $217.4K | 0.0% | — | Held |
| Vanguard Index Fds | — | 830 | $214.1K | 0.0% | — | Held |
| United Airls Hldgs Inc | — | 1.9K | $212.8K | 0.0% | — | Held |
| Vanguard World Fd | — | 1.69K | $204.4K | 0.0% | — | Held |
| International Business Machs | — | 689 | $204.1K | 0.0% | — | Held |
| Archer Aviation Inc | — | 24K | $180.1K | 0.0% | — | Held |
| Clearsign Technologies Corp | CLIR | 120K | $66.7K | 0.0% | — | Held |
| Diana Shipping Inc | — | 31.3K | $52K | 0.0% | — | Held |
| Cloudastructure, Inc. | CSAI | 11.8K | $9.53K | 0.0% | — | Held |
Positions as of Q4 2025. 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.