13F HOLDINGS REPORT
DDD Partners, LLC
Quarter ended Q4 2025 · Filed January 22, 2026 · Accession 0001729673-26-000003
Total Value
$1.57B
Positions
130
Other Managers
0
Confidential Omitted
No
Holdings (130)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,148,952 | $555.7M | 35.36% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 114,009 | $57.3M | 3.65% |
| 3 | APPLE INC | AAPL | 164,376 | $44.7M | 2.84% |
| 4 | AMAZON COM INC | AMZN | 179,593 | $41.5M | 2.64% |
| 5 | BROADCOM INC | AVGO | 87,078 | $30.1M | 1.92% |
| 6 | NWPX INFRASTRUCTURE INC | NWPX | 443,345 | $27.7M | 1.76% |
| 7 | ALPHABET INC | GOOG | 80,487 | $25.3M | 1.61% |
| 8 | CUMMINS INC | CMI | 46,127 | $23.5M | 1.50% |
| 9 | CHUBB LIMITED | CB | 73,471 | $22.9M | 1.46% |
| 10 | NVIDIA CORPORATION | NVDA | 121,081 | $22.6M | 1.44% |
| 11 | OLD REP INTL CORP | 680223104 | 490,373 | $22.4M | 1.42% |
| 12 | BANK AMERICA CORP | 060505104 | 406,530 | $22.4M | 1.42% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 25,910 | $22.3M | 1.42% |
| 14 | META PLATFORMS INC | META | 32,898 | $21.7M | 1.38% |
| 15 | SERVICENOW INC | NOW | 141,424 | $21.7M | 1.38% |
| 16 | PROLOGIS INC. | PLDGP | 168,886 | $21.6M | 1.37% |
| 17 | DANAHER CORPORATION | 235851102 | 92,704 | $21.2M | 1.35% |
| 18 | CISCO SYS INC | CSCO | 272,443 | $21.0M | 1.34% |
| 19 | ELANCO ANIMAL HEALTH INC | ELAN | 927,018 | $21.0M | 1.34% |
| 20 | QUALCOMM INC | QCOM | 118,597 | $20.3M | 1.29% |
| 21 | ABBVIE INC | ABBV | 88,640 | $20.3M | 1.29% |
| 22 | PEPSICO INC | PEP | 137,259 | $19.7M | 1.25% |
| 23 | CHEVRON CORP NEW | CVX | 126,755 | $19.3M | 1.23% |
| 24 | BROOKFIELD CORP | 11271J107 | 410,009 | $18.8M | 1.20% |
| 25 | KINDER MORGAN INC DEL | EP-PC | 679,310 | $18.7M | 1.19% |
| 26 | REGENERON PHARMACEUTICALS | REGN | 24,074 | $18.6M | 1.18% |
| 27 | WEC ENERGY GROUP INC | WEC | 172,937 | $18.2M | 1.16% |
| 28 | CME GROUP INC | CME | 65,698 | $17.9M | 1.14% |
| 29 | PALO ALTO NETWORKS INC | PANW | 93,283 | $17.2M | 1.09% |
| 30 | VERIZON COMMUNICATIONS INC | VZ | 418,222 | $17.0M | 1.08% |
| 31 | GENUINE PARTS CO | GPC | 137,233 | $16.9M | 1.07% |
| 32 | BOEING CO | BA-PA | 76,824 | $16.7M | 1.06% |
| 33 | ABBOTT LABS | ABLZF | 130,160 | $16.3M | 1.04% |
| 34 | HOME DEPOT INC | HD | 46,614 | $16.0M | 1.02% |
| 35 | EASTMAN CHEM CO | EMN | 241,662 | $15.4M | 0.98% |
| 36 | HUNTINGTON INGALLS INDS INC | 446413106 | 45,321 | $15.4M | 0.98% |
| 37 | HUBBELL INC | HUBB | 33,390 | $14.8M | 0.94% |
| 38 | THERMO FISHER SCIENTIFIC INC | TMO | 24,136 | $14.0M | 0.89% |
| 39 | HF SINCLAIR CORP | DINO | 290,951 | $13.4M | 0.85% |
| 40 | CADENCE DESIGN SYSTEM INC | CDNS | 41,968 | $13.1M | 0.83% |
| 41 | UBER TECHNOLOGIES INC | UBER | 158,484 | $12.9M | 0.82% |
| 42 | RICHARDSON ELECTRS LTD | 763165107 | 1,133,092 | $12.3M | 0.78% |
| 43 | RTX CORPORATION | RTX | 63,326 | $11.6M | 0.74% |
| 44 | UNITEDHEALTH GROUP INC | UNH | 29,551 | $9.8M | 0.62% |
| 45 | VANGUARD SCOTTSDALE FDS | 92206C102 | 154,075 | $9.0M | 0.58% |
| 46 | VANGUARD SCOTTSDALE FDS | 92206C409 | 88,742 | $7.1M | 0.45% |
| 47 | VICTORY PORTFOLIOS II | 92647N667 | 109,442 | $5.8M | 0.37% |
| 48 | ISHARES TR | 464287440 | 49,424 | $4.8M | 0.30% |
| 49 | ADOBE INC | ADBE | 13,476 | $4.7M | 0.30% |
| 50 | SPDR S&P 500 ETF TR | SPY | 6,242 | $4.3M | 0.27% |
| 51 | SCHWAB STRATEGIC TR | 808524409 | 141,851 | $4.2M | 0.27% |
| 52 | EXPEDITORS INTL WASH INC | 302130109 | 25,292 | $3.8M | 0.24% |
| 53 | INTUITIVE SURGICAL INC | ISRG | 6,366 | $3.6M | 0.23% |
| 54 | BAKER HUGHES COMPANY | BKR | 71,501 | $3.3M | 0.21% |
| 55 | OCCIDENTAL PETE CORP | 674599105 | 71,556 | $2.9M | 0.19% |
| 56 | TESLA INC | TSLA | 6,429 | $2.9M | 0.18% |
| 57 | SELECT SECTOR SPDR TR | 81369Y803 | 19,120 | $2.8M | 0.18% |
| 58 | FERRARI N V | RACE | 7,314 | $2.7M | 0.17% |
| 59 | UNIFIRST CORP MASS | UNF | 13,551 | $2.6M | 0.17% |
| 60 | VICTORY PORTFOLIOS II | 92647X830 | 65,353 | $2.6M | 0.16% |
| 61 | SYMBOTIC INC | SYM | 43,134 | $2.6M | 0.16% |
| 62 | SELECT SECTOR SPDR TR | 81369Y852 | 21,336 | $2.5M | 0.16% |
| 63 | ACCENTURE PLC IRELAND | ACN | 9,090 | $2.4M | 0.16% |
| 64 | SPROTT INC | SII | 24,141 | $2.4M | 0.15% |
| 65 | TARGET CORP | TGT | 24,011 | $2.3M | 0.15% |
| 66 | ISHARES BITCOIN TRUST ETF | IBIT | 40,622 | $2.0M | 0.13% |
| 67 | ISHARES TR | 464287200 | 2,942 | $2.0M | 0.13% |
| 68 | ALKAMI TECHNOLOGY INC | ALKT | 76,212 | $1.8M | 0.11% |
| 69 | ALPHABET INC | GOOG | 5,468 | $1.7M | 0.11% |
| 70 | ORACLE CORP | ORCL-PD | 8,604 | $1.7M | 0.11% |
| 71 | COINBASE GLOBAL INC | COIN | 7,133 | $1.6M | 0.10% |
| 72 | ALIGN TECHNOLOGY INC | ALGN | 9,466 | $1.5M | 0.09% |
| 73 | MIRION TECHNOLOGIES INC | MIR | 63,038 | $1.5M | 0.09% |
| 74 | SCHWAB STRATEGIC TR | 808524755 | 32,175 | $1.5M | 0.09% |
| 75 | SCHWAB STRATEGIC TR | 808524763 | 43,363 | $1.4M | 0.09% |
| 76 | VISA INC | V | 3,861 | $1.4M | 0.09% |
| 77 | RAYONIER ADVANCED MATLS INC | RYN | 200,000 | $1.2M | 0.07% |
| 78 | EXXON MOBIL CORP | XOM | 8,227 | $990,087 | 0.06% |
| 79 | SNOWFLAKE INC | SNOW | 4,250 | $932,280 | 0.06% |
| 80 | JPMORGAN CHASE & CO. | VYLD | 2,586 | $833,261 | 0.05% |
| 81 | SCHWAB STRATEGIC TR | 808524797 | 27,837 | $763,575 | 0.05% |
| 82 | VANGUARD INDEX FDS | 922908769 | 2,167 | $726,463 | 0.05% |
| 83 | INVESCO QQQ TR | IVZ | 1,126 | $691,828 | 0.04% |
| 84 | PALANTIR TECHNOLOGIES INC | PLTR | 3,758 | $667,985 | 0.04% |
| 85 | MOODYS CORP | MCO | 1,299 | $663,594 | 0.04% |
| 86 | ISHARES TR | 464287507 | 9,738 | $642,740 | 0.04% |
| 87 | VANGUARD INDEX FDS | 922908744 | 3,245 | $619,763 | 0.04% |
| 88 | WW GRAINGER INC | 384802104 | 588 | $593,321 | 0.04% |
| 89 | CROWDSTRIKE HLDGS INC | CRWD | 1,237 | $579,856 | 0.04% |
| 90 | ISHARES ETHEREUM TR | 46438R105 | 25,166 | $564,473 | 0.04% |
| 91 | ISHARES TR | 464287804 | 4,563 | $548,381 | 0.03% |
| 92 | EATON CORP PLC | ETN | 1,650 | $525,542 | 0.03% |
| 93 | ARK ETF TR | 00214Q302 | 18,133 | $525,313 | 0.03% |
| 94 | VANGUARD INDEX FDS | 922908736 | 1,001 | $488,348 | 0.03% |
| 95 | STARBUCKS CORP | SBUX | 5,776 | $486,398 | 0.03% |
| 96 | SELECT SECTOR SPDR TR | 81369Y209 | 3,116 | $482,357 | 0.03% |
| 97 | SCHWAB STRATEGIC TR | 808524201 | 17,769 | $478,159 | 0.03% |
| 98 | ISHARES GOLD TR | IAU | 5,765 | $467,945 | 0.03% |
| 99 | ISHARES TR | 46436E718 | 4,608 | $462,567 | 0.03% |
| 100 | SCHWAB STRATEGIC TR | 808524805 | 18,774 | $451,327 | 0.03% |
| 101 | COPART INC | CPRT | 10,743 | $420,588 | 0.03% |
| 102 | NATERA INC | NTRA | 1,748 | $400,449 | 0.03% |
| 103 | ISHARES TR | 464289438 | 1,410 | $390,485 | 0.02% |
| 104 | DEERE & CO | DE | 831 | $386,916 | 0.02% |
| 105 | LOWES COS INC | 548661107 | 1,563 | $376,933 | 0.02% |
| 106 | VANGUARD INDEX FDS | 922908363 | 569 | $356,960 | 0.02% |
| 107 | AIRBNB INC | ABNB | 2,492 | $338,214 | 0.02% |
| 108 | DEVON ENERGY CORP NEW | 25179M103 | 8,085 | $296,154 | 0.02% |
| 109 | SPROTT ASSET MANAGEMENT LP | SII | 6,399 | $293,074 | 0.02% |
| 110 | DATADOG INC | DDOG | 2,129 | $289,523 | 0.02% |
| 111 | JOHNSON & JOHNSON | JNJ | 1,332 | $275,666 | 0.02% |
| 112 | NEXTNAV INC | NXNVW | 15,905 | $264,659 | 0.02% |
| 113 | ENOVIX CORPORATION | ENVX | 35,218 | $257,444 | 0.02% |
| 114 | RESMED INC | RSMDF | 1,065 | $256,527 | 0.02% |
| 115 | ISHARES TR | 464287101 | 714 | $244,881 | 0.02% |
| 116 | MP MATERIALS CORP | MP | 4,690 | $236,939 | 0.02% |
| 117 | MCKESSON CORP | MCK | 287 | $235,423 | 0.01% |
| 118 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 906 | $231,963 | 0.01% |
| 119 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 480 | $230,674 | 0.01% |
| 120 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 755 | $229,437 | 0.01% |
| 121 | ASTRONICS CORP | ATROB | 4,189 | $227,211 | 0.01% |
| 122 | ENBRIDGE INC | ENNPF | 4,546 | $217,435 | 0.01% |
| 123 | VANGUARD INDEX FDS | 922908751 | 830 | $214,099 | 0.01% |
| 124 | UNITED AIRLS HLDGS INC | UNTCW | 1,903 | $212,793 | 0.01% |
| 125 | VANGUARD WORLD FD | 921910733 | 1,690 | $204,422 | 0.01% |
| 126 | INTERNATIONAL BUSINESS MACHS | INTR | 689 | $204,089 | 0.01% |
| 127 | ARCHER AVIATION INC | ACHR-WT | 23,954 | $180,134 | 0.01% |
| 128 | CLEARSIGN TECHNOLOGIES CORP | CLIR | 120,000 | $66,732 | 0.00% |
| 129 | DIANA SHIPPING INC | DSX-WT | 31,338 | $52,021 | 0.00% |
| 130 | CLOUDASTRUCTURE INC | CSAI | 11,834 | $9,529 | 0.00% |