13F HOLDINGS REPORT
DDD Partners, LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001729673-25-000008
Total Value
$1.57B
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,143,636 | $592.3M | 37.63% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 128,370 | $64.5M | 4.10% |
| 3 | APPLE INC | AAPL | 160,529 | $40.9M | 2.60% |
| 4 | AMAZON COM INC | AMZN | 178,754 | $39.2M | 2.49% |
| 5 | ELANCO ANIMAL HEALTH INC | ELAN | 1,753,369 | $35.3M | 2.24% |
| 6 | BROADCOM INC | AVGO | 86,633 | $28.6M | 1.82% |
| 7 | ALPHABET INC | GOOG | 110,738 | $27.0M | 1.71% |
| 8 | META PLATFORMS INC | META | 33,136 | $24.3M | 1.55% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 25,966 | $24.0M | 1.53% |
| 10 | NWPX INFRASTRUCTURE INC | NWPX | 446,637 | $23.6M | 1.50% |
| 11 | NVIDIA CORPORATION | NVDA | 119,313 | $22.3M | 1.41% |
| 12 | HF SINCLAIR CORP | DINO | 416,149 | $21.8M | 1.38% |
| 13 | BANK AMERICA CORP | 060505104 | 404,353 | $20.9M | 1.33% |
| 14 | OLD REP INTL CORP | 680223104 | 488,558 | $20.7M | 1.32% |
| 15 | CHUBB LIMITED | CB | 72,979 | $20.6M | 1.31% |
| 16 | ABBVIE INC | ABBV | 88,406 | $20.5M | 1.30% |
| 17 | WEC ENERGY GROUP INC | WEC | 172,033 | $19.7M | 1.25% |
| 18 | QUALCOMM INC | QCOM | 118,202 | $19.7M | 1.25% |
| 19 | CHEVRON CORP NEW | CVX | 124,991 | $19.4M | 1.23% |
| 20 | CUMMINS INC | CMI | 45,887 | $19.4M | 1.23% |
| 21 | PROLOGIS INC. | PLDGP | 168,071 | $19.2M | 1.22% |
| 22 | PEPSICO INC | PEP | 136,557 | $19.2M | 1.22% |
| 23 | KINDER MORGAN INC DEL | EP-PC | 676,125 | $19.1M | 1.22% |
| 24 | GENUINE PARTS CO | GPC | 136,549 | $18.9M | 1.20% |
| 25 | HOME DEPOT INC | HD | 46,123 | $18.7M | 1.19% |
| 26 | CISCO SYS INC | CSCO | 270,751 | $18.5M | 1.18% |
| 27 | DANAHER CORPORATION | 235851102 | 92,270 | $18.3M | 1.16% |
| 28 | VERIZON COMMUNICATIONS INC | VZ | 416,063 | $18.3M | 1.16% |
| 29 | CME GROUP INC | CME | 65,430 | $17.7M | 1.12% |
| 30 | ABBOTT LABS | ABLZF | 129,596 | $17.4M | 1.10% |
| 31 | UBER TECHNOLOGIES INC | UBER | 174,824 | $17.1M | 1.09% |
| 32 | SERVICENOW INC | NOW | 16,566 | $15.2M | 0.97% |
| 33 | UNITEDHEALTH GROUP INC | UNH | 43,388 | $15.0M | 0.95% |
| 34 | LYONDELLBASELL INDUSTRIES N | LYB | 292,750 | $14.4M | 0.91% |
| 35 | HUBBELL INC | HUBB | 33,310 | $14.3M | 0.91% |
| 36 | RTX CORPORATION | RTX | 85,349 | $14.3M | 0.91% |
| 37 | HUNTINGTON INGALLS INDS INC | 446413106 | 45,295 | $13.0M | 0.83% |
| 38 | PALO ALTO NETWORKS INC | PANW | 60,369 | $12.3M | 0.78% |
| 39 | REGENERON PHARMACEUTICALS | REGN | 21,361 | $12.0M | 0.76% |
| 40 | THERMO FISHER SCIENTIFIC INC | TMO | 24,199 | $11.7M | 0.75% |
| 41 | CADENCE DESIGN SYSTEM INC | CDNS | 32,944 | $11.6M | 0.74% |
| 42 | RICHARDSON ELECTRS LTD | 763165107 | 1,140,424 | $11.2M | 0.71% |
| 43 | TEXAS INSTRS INC | 882508104 | 59,137 | $10.9M | 0.69% |
| 44 | VANGUARD SCOTTSDALE FDS | 92206C102 | 141,971 | $8.4M | 0.53% |
| 45 | VANGUARD SCOTTSDALE FDS | 92206C409 | 81,674 | $6.5M | 0.41% |
| 46 | VICTORY PORTFOLIOS II | 92647N667 | 105,068 | $5.6M | 0.36% |
| 47 | SYMBOTIC INC | SYM | 103,611 | $5.6M | 0.35% |
| 48 | ISHARES TR | 464287440 | 45,613 | $4.4M | 0.28% |
| 49 | SCHWAB STRATEGIC TR | 808524409 | 137,019 | $4.0M | 0.25% |
| 50 | SPDR S&P 500 ETF TR | SPY | 5,559 | $3.7M | 0.24% |
| 51 | FERRARI N V | RACE | 7,062 | $3.4M | 0.22% |
| 52 | OCCIDENTAL PETE CORP | 674599105 | 69,779 | $3.3M | 0.21% |
| 53 | TESLA INC | TSLA | 6,694 | $3.0M | 0.19% |
| 54 | EXPEDITORS INTL WASH INC | 302130109 | 24,023 | $2.9M | 0.19% |
| 55 | SELECT SECTOR SPDR TR | 81369Y803 | 9,252 | $2.6M | 0.17% |
| 56 | ISHARES BITCOIN TRUST ETF | IBIT | 39,647 | $2.6M | 0.16% |
| 57 | SELECT SECTOR SPDR TR | 81369Y852 | 20,967 | $2.5M | 0.16% |
| 58 | INTUITIVE SURGICAL INC | ISRG | 5,504 | $2.5M | 0.16% |
| 59 | PAYPAL HLDGS INC | PYPL | 36,567 | $2.5M | 0.16% |
| 60 | VICTORY PORTFOLIOS II | 92647X830 | 63,038 | $2.4M | 0.15% |
| 61 | ADOBE INC | ADBE | 6,466 | $2.3M | 0.14% |
| 62 | SPROTT INC | SII | 23,547 | $2.0M | 0.12% |
| 63 | MOLINA HEALTHCARE INC | MOH | 9,107 | $1.7M | 0.11% |
| 64 | ISHARES TR | 464287200 | 2,565 | $1.7M | 0.11% |
| 65 | ROYAL GOLD INC | RGLD | 8,556 | $1.7M | 0.11% |
| 66 | SNOWFLAKE INC | SNOW | 7,451 | $1.7M | 0.11% |
| 67 | SABLE OFFSHORE CORP | SOC | 87,576 | $1.5M | 0.10% |
| 68 | RAYONIER ADVANCED MATLS INC | RYN | 200,000 | $1.4M | 0.09% |
| 69 | SCHWAB STRATEGIC TR | 808524755 | 31,106 | $1.3M | 0.08% |
| 70 | SCHWAB STRATEGIC TR | 808524763 | 41,882 | $1.3M | 0.08% |
| 71 | VISA INC | V | 3,620 | $1.2M | 0.08% |
| 72 | ALPHABET INC | GOOG | 4,924 | $1.2M | 0.08% |
| 73 | CORE NATURAL RESOURCES INC | CNR | 14,257 | $1.2M | 0.08% |
| 74 | ALIGN TECHNOLOGY INC | ALGN | 9,228 | $1.2M | 0.07% |
| 75 | BOISE CASCADE CO DEL | BCC | 14,432 | $1.1M | 0.07% |
| 76 | VICARIOUS SURGICAL INC | RBOTW | 187,265 | $1.0M | 0.07% |
| 77 | ARK ETF TR | 00214Q302 | 35,839 | $995,249 | 0.06% |
| 78 | EXXON MOBIL CORP | XOM | 8,305 | $936,407 | 0.06% |
| 79 | CROWDSTRIKE HLDGS INC | CRWD | 1,683 | $825,310 | 0.05% |
| 80 | ISHARES ETHEREUM TR | 46438R105 | 26,079 | $821,749 | 0.05% |
| 81 | JPMORGAN CHASE & CO. | VYLD | 2,499 | $788,260 | 0.05% |
| 82 | SCHWAB STRATEGIC TR | 808524797 | 28,144 | $768,326 | 0.05% |
| 83 | BOEING CO | BA-PA | 3,420 | $738,187 | 0.05% |
| 84 | INVESCO QQQ TR | IVZ | 1,126 | $676,104 | 0.04% |
| 85 | PALANTIR TECHNOLOGIES INC | PLTR | 3,601 | $656,894 | 0.04% |
| 86 | VANGUARD INDEX FDS | 922908769 | 1,921 | $630,463 | 0.04% |
| 87 | MOODYS CORP | MCO | 1,299 | $618,948 | 0.04% |
| 88 | EATON CORP PLC | ETN | 1,650 | $617,513 | 0.04% |
| 89 | VANGUARD INDEX FDS | 922908744 | 3,245 | $605,160 | 0.04% |
| 90 | ISHARES TR | 464287507 | 8,790 | $573,623 | 0.04% |
| 91 | GRAINGER W W INC | 384802104 | 586 | $558,435 | 0.04% |
| 92 | ISHARES TR | 464287804 | 4,508 | $535,686 | 0.03% |
| 93 | COPART INC | CPRT | 10,743 | $483,113 | 0.03% |
| 94 | VANGUARD INDEX FDS | 922908736 | 1,001 | $480,090 | 0.03% |
| 95 | STARBUCKS CORP | SBUX | 5,587 | $472,677 | 0.03% |
| 96 | SCHWAB STRATEGIC TR | 808524201 | 17,849 | $470,135 | 0.03% |
| 97 | SCHWAB STRATEGIC TR | 808524805 | 18,774 | $437,059 | 0.03% |
| 98 | SELECT SECTOR SPDR TR | 81369Y209 | 3,116 | $433,654 | 0.03% |
| 99 | ISHARES GOLD TR | IAU | 5,765 | $419,519 | 0.03% |
| 100 | ISHARES TR | 464289438 | 1,410 | $385,847 | 0.02% |
| 101 | LOWES COS INC | 548661107 | 1,522 | $382,494 | 0.02% |
| 102 | DEERE & CO | DE | 827 | $378,177 | 0.02% |
| 103 | COINBASE GLOBAL INC | COIN | 1,093 | $368,877 | 0.02% |
| 104 | ASTRONICS CORP | ATROB | 7,097 | $323,694 | 0.02% |
| 105 | RESMED INC | RSMDF | 1,063 | $290,975 | 0.02% |
| 106 | DEVON ENERGY CORP NEW | 25179M103 | 8,077 | $283,180 | 0.02% |
| 107 | MP MATERIALS CORP | MP | 4,209 | $282,298 | 0.02% |
| 108 | ARCHER AVIATION INC | ACHR-WT | 29,271 | $280,416 | 0.02% |
| 109 | AIRBNB INC | ABNB | 2,237 | $271,617 | 0.02% |
| 110 | DATADOG INC | DDOG | 1,891 | $269,278 | 0.02% |
| 111 | VANGUARD INDEX FDS | 922908363 | 434 | $265,615 | 0.02% |
| 112 | NATERA INC | NTRA | 1,556 | $250,469 | 0.02% |
| 113 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,137 | $245,353 | 0.02% |
| 114 | ISHARES TR | 464287101 | 714 | $237,648 | 0.02% |
| 115 | ENOVIX CORPORATION | ENVX | 23,502 | $234,315 | 0.01% |
| 116 | ENBRIDGE INC | ENNPF | 4,546 | $229,391 | 0.01% |
| 117 | SPROTT ASSET MANAGEMENT LP | SII | 6,126 | $224,763 | 0.01% |
| 118 | VANGUARD WORLD FD | 92204A702 | 299 | $223,325 | 0.01% |
| 119 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 480 | $222,595 | 0.01% |
| 120 | MCKESSON CORP | MCK | 287 | $221,719 | 0.01% |
| 121 | JOHNSON & JOHNSON | JNJ | 1,187 | $220,122 | 0.01% |
| 122 | VANGUARD INDEX FDS | 922908751 | 830 | $211,052 | 0.01% |
| 123 | NETFLIX INC | NFLX | 168 | $201,419 | 0.01% |
| 124 | VANGUARD WORLD FD | 921910733 | 1,690 | $200,164 | 0.01% |
| 125 | INMODE LTD | INMD | 12,015 | $179,024 | 0.01% |
| 126 | CLEARSIGN TECHNOLOGIES CORP | CLIR | 115,000 | $88,688 | 0.01% |
| 127 | DIANA SHIPPING INC | DSX-WT | 31,338 | $52,648 | 0.00% |
| 128 | MICROVISION INC DEL | MVIS | 23,361 | $28,968 | 0.00% |
| 129 | CLOUDASTRUCTURE INC | CSAI | 11,834 | $14,911 | 0.00% |