DDD Partners, LLC
13F Reported Value
ⓘ$1.6B
incl. option notional
Equity Holdings
ⓘ$1.6B
Option Notional
ⓘ$4.4M
$4.4M puts / $0 calls
Holdings
165
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
DDD Partners, LLC disclosed 165 positions worth $1.6B in its Form 13F-HR for Q2 2026 — $1.6B in common stock plus $4.4M of put/call option positions (reported at underlying notional value, not premium at risk), led by $MSFT (MICROSOFT CORP) at 26.5% of the equity portfolio, followed by $BRK.B and $AAPL. During the quarter the fund opened 40 new positions and exited 10 — including a new stake in $MRK and a full exit from $CME. The portfolio is most concentrated in Technology (50.1% of disclosed assets). All figures are sourced directly from DDD Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1729673.
AI Fund Analysis
Diversifying
$MSFT
$BRK-A
$AAPL
$AMZN
$NWPX
$JPM$AAPL$AMZN
$ISRG
$GOOGSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 79.8#31
Quality
$424.1M1,136,862 sh - 73.8#126
Quality
$56.4M112,658 sh - 76.4#84
Quality
$48.1M166,144 sh - 68.7
Quality
$44.1M185,222 sh - 62.8
Quality
$37.4M249,520 sh - 66.2
Quality
$31.7M33,927 sh - 84.5
Quality
$30.5M80,758 sh - 78.2
Quality
$29.0M82,077 sh - 58.1
Quality
$27.4M38,457 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$26.2M297,704 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| MICROSOFT CORP$MSFT | 79.8#31 | $424.1M | 1,136,862 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $56.4M | 112,658 |
| Apple Inc.$AAPL | 76.4#84 | $48.1M | 166,144 |
| AMAZON COM INC$AMZN | 68.7 | $44.1M | 185,222 |
| NWPX Infrastructure, Inc.$NWPX | 62.8 | $37.4M | 249,520 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $31.7M | 33,927 |
 Broadcom Inc.$AVGO | 84.5 | $30.5M | 80,758 |
 Alphabet Inc.$GOOGL | 78.2 | $29.0M | 82,077 |
 CUMMINS INC$CMI | 58.1 | $27.4M | 38,457 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $26.2M | 297,704 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of DDD Partners, LLC's 165 positions.
Showing top 10 of 165 holdings.
Sector Allocation
Technology
$801.7M
Financials
$153.3M
Consumer Discretionary
$133.9M
Materials
$116.4M
Healthcare
$111.6M
Other
$78.8M
Industrials
$66.4M
Energy
$58.2M
Full Holdings — DDD Partners, LLC (Q2 2026)
All 165 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MSFT | MICROSOFT CORP | $424.1M | 26.5% | -1% | 79.8 |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $56.4M | 3.5% | -1% | 73.8 |
| 3 | $AAPL | Apple Inc. | $48.1M | 3.0% | +1% | 76.4 |
| 4 | $AMZN | AMAZON COM INC | $44.1M | 2.8% | +3% | 68.7 |
| 5 | $NWPX | NWPX Infrastructure, Inc. | $37.4M | 2.3% | -41% | 62.8 |
| 6 | $COST | COSTCO WHOLESALE CORP /NEW | $31.7M | 2.0% | +31% | 66.2 |
| 7 | $AVGO | Broadcom Inc. | $30.5M | 1.9% | +1% | 84.5 |
| 8 | $GOOGL | Alphabet Inc. | $29.0M | 1.8% | +1% | 78.2 |
| 9 | $CMI | CUMMINS INC | $27.4M | 1.7% | -0% | 58.1 |
| 10 | — | SPDR SERIES TRUST - ST STR P500ETF | $26.2M | 1.6% | +130% | — |
| 11 |  $CSCO | CISCO SYSTEMS, INC. | $25.2M | 1.6% | -22% | 70.3 |
| 12 |  $DHR | DANAHER CORP /DE/ | $25.1M | 1.6% | +23% | 64.8 |
| 13 |  $MRK | Merck & Co., Inc. | $24.5M | 1.5% | NEW | 59.9 |
| 14 |  $NVDA | NVIDIA CORP | $23.6M | 1.5% | -4% | 85.9 |
| 15 |  $BAC | BANK OF AMERICA CORP /DE/ | $23.2M | 1.4% | +0% | 67.6 |
| 16 |  $GPC | GENUINE PARTS CO | $22.9M | 1.4% | -0% | 52.7 |
| 17 |  $TXN | TEXAS INSTRUMENTS INC | $22.8M | 1.4% | NEW | 73.4 |
| 18 |  $MU | MICRON TECHNOLOGY INC | $22.7M | 1.4% | NEW | 86.2 |
| 19 |  $JHX | James Hardie Industries plc | $22.7M | 1.4% | NEW | — |
| 20 |  $QCOM | QUALCOMM INC/DE | $21.8M | 1.4% | -23% | 70.5 |
| 21 |  $CB | Chubb Ltd | $21.5M | 1.4% | -0% | — |
| 22 |  $RELL | RICHARDSON ELECTRONICS, LTD. | $21.1M | 1.3% | -2% | — |
| 23 |  $WSO | WATSCO INC | $21.0M | 1.3% | -0% | 51.5 |
| 24 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $20.6M | 1.3% | +2% | 71.1 |
| 25 |  $ELV | Elevance Health, Inc. | $20.6M | 1.3% | NEW | 59 |
| 26 |  $HUBB | HUBBELL INC | $20.3M | 1.3% | +15% | 64.1 |
| 27 |  $WEC | WEC ENERGY GROUP, INC. | $20.3M | 1.3% | -0% | 60.1 |
| 28 |  $PLD | Prologis, Inc. | $20.2M | 1.3% | -0% | 68.3 |
| 29 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $20.1M | 1.3% | +20% | 71 |
| 30 |  $ON | ON SEMICONDUCTOR CORP | $19.7M | 1.2% | -13% | 55 |
| 31 |  $BAM | Brookfield Asset Management Ltd. | $19.5M | 1.2% | NEW | — |
| 32 |  $META | Meta Platforms, Inc. | $18.7M | 1.2% | +2% | 79.6 |
| 33 |  $PEP | PEPSICO INC | $18.6M | 1.2% | -0% | 63.4 |
| 34 |  $AMRZ | Amrize Ltd | $18.6M | 1.2% | +8% | — |
| 35 |  $UNH | UNITEDHEALTH GROUP INC | $18.5M | 1.2% | +1% | 62.7 |
| 36 |  $KMI | KINDER MORGAN, INC. | $18.4M | 1.1% | -0% | 71.3 |
| 37 |  $APH | AMPHENOL CORP /DE/ | $18.2M | 1.1% | NEW | 79.3 |
| 38 |  $EMN | EASTMAN CHEMICAL CO | $18.1M | 1.1% | +7% | 49.8 |
| 39 |  $BA | BOEING CO | $17.9M | 1.1% | +2% | 61.6 |
| 40 |  $ESI | Element Solutions Inc | $17.3M | 1.1% | -1% | 46.2 |
| 41 |  $CVX | CHEVRON CORP | $17.2M | 1.1% | -0% | 62.8 |
| 42 |  $FFIV | F5, INC. | $16.9M | 1.1% | NEW | 66.9 |
| 43 |  $DIS | Walt Disney Co | $16.5M | 1.0% | +28% | 60.1 |
| 44 |  $ELAN | Elanco Animal Health Inc | $15.1M | 0.9% | -0% | 48.7 |
| 45 |  $DINO | HF Sinclair Corp | $15.0M | 0.9% | -0% | 58.7 |
| 46 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $13.3M | 0.8% | +19% | — |
| 47 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $10.0M | 0.6% | +19% | — |
| 48 | — | ISHARES TR - 7-10 YR TRSY BD | $6.7M | 0.4% | +19% | — |
| 49 | $MSFTPUT | MICROSOFT CORP | $4.4M | — | -51% | 79.8 |
| 50 |  $HUM | HUMANA INC | $4.2M | 0.3% | NEW | 58.9 |
| 51 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $4.1M | 0.3% | -0% | 66 |
| 52 |  $HPE | Hewlett Packard Enterprise Co | $3.8M | 0.2% | NEW | 70.5 |
| 53 |  $UNF | UNIFIRST CORP | $3.7M | 0.2% | +0% | 48 |
| 54 |  $PSMT | PRICESMART INC | $3.7M | 0.2% | +0% | 57.8 |
| 55 |  $SYM | Symbotic Inc. | $3.4M | 0.2% | +71% | 67.8 |
| 56 | $ISRG | INTUITIVE SURGICAL INC | $3.2M | 0.2% | +15% | 79.9 |
| 57 |  $MELI | MERCADOLIBRE INC | $2.9M | 0.2% | NEW | 80.2 |
| 58 |  $BKR | Baker Hughes Co | $2.9M | 0.2% | -28% | 60.7 |
| 59 |  $SPY | SPDR S&P 500 ETF TRUST | $2.9M | 0.2% | -39% | — |
| 60 |  $VEEV | VEEVA SYSTEMS INC | $2.8M | 0.2% | +0% | 77.6 |
| 61 |  $SII | SPROTT INC. | $2.8M | 0.2% | +0% | — |
| 62 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $2.7M | 0.2% | +0% | 62.6 |
| 63 |  $RACE | Ferrari N.V. | $2.7M | 0.2% | -3% | — |
| 64 | $GOOG | Alphabet Inc. | $2.6M | 0.2% | +22% | 78.2 |
| 65 |  $TSLA | Tesla, Inc. | $2.4M | 0.1% | -5% | 53.9 |
| 66 |  $V | VISA INC. | $2.0M | 0.1% | +53% | 82.9 |
| 67 | — | ISHARES TR - CORE S&P500 ETF | $2.0M | 0.1% | +0% | — |
| 68 | — | VICTORY PORTFOLIOS II - VICSHS DV AC ETF | $1.9M | 0.1% | -70% | — |
| 69 |  $GILD | GILEAD SCIENCES, INC. | $1.7M | 0.1% | NEW | 57.4 |
| 70 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.7M | 0.1% | -66% | — |
| 71 |  $IBIT | iShares Bitcoin Trust ETF | $1.7M | 0.1% | +7% | — |
| 72 |  $RYAM | RAYONIER ADVANCED MATERIALS INC. | $1.6M | 0.1% | +0% | 31.5 |
| 73 | $JPM | JPMORGAN CHASE & CO | $1.4M | 0.1% | +1% | 70.7 |
| 74 |  $ORCL | ORACLE CORP | $1.3M | 0.1% | -0% | 66.2 |
| 75 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.3M | 0.1% | -65% | — |
| 76 |  $XOM.R34088 | EXXON MOBIL CORP | $1.1M | 0.1% | +0% | 57.9 |
| 77 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $1.1M | 0.1% | -66% | — |
| 78 |  $ABBV | AbbVie Inc. | $1.1M | 0.1% | -95% | 72.6 |
| 79 |  $HD | HOME DEPOT, INC. | $987,888 | 0.1% | -95% | 60.3 |
| 80 |  $SPWR | SunPower Inc. | $947,006 | 0.1% | +1500% | 38.8 |
| 81 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $873,476 | 0.1% | +128% | — |
| 82 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $854,820 | 0.1% | +1% | — |
| 83 |  $LLY | ELI LILLY & Co | $817,140 | 0.1% | NEW | 87.5 |
| 84 |  $GWW | W.W. GRAINGER, INC. | $805,357 | 0.1% | +0% | 61.8 |
| 85 |  $JNJ | JOHNSON & JOHNSON | $799,783 | 0.1% | +6% | 69 |
| 86 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $799,062 | 0.1% | -65% | — |
| 87 |  $AMD | ADVANCED MICRO DEVICES INC | $757,507 | 0.1% | NEW | 79.8 |
| 88 |  $ETN | Eaton Corp plc | $719,717 | 0.1% | +0% | — |
| 89 |  $LRCX | LAM RESEARCH CORP | $714,561 | 0.0% | NEW | 79.4 |
| 90 | — | VANGUARD INDEX FDS - VALUE ETF | $713,541 | 0.0% | +0% | — |
| 91 |  $GEV | GE Vernova Inc. | $683,769 | 0.0% | NEW | 81.1 |
| 92 | — | ARK ETF TR - GENOMIC REV ETF | $680,657 | 0.0% | -4% | — |
| 93 | — | ISHARES TR - CORE S&P SCP ETF | $676,739 | 0.0% | +0% | — |
| 94 | — | ISHARES TR - CORE S&P MCP ETF | $668,168 | 0.0% | +0% | — |
| 95 |  $PLTR | Palantir Technologies Inc. | $664,202 | 0.0% | +41% | 84.6 |
| 96 |  $SBUX | STARBUCKS CORP | $614,879 | 0.0% | -0% | 58.2 |
| 97 |  $SNOW | Snowflake Inc. | $596,803 | 0.0% | -23% | 54.9 |
| 98 | — | SPDR SERIES TRUST - ST STR SP DIV | $595,937 | 0.0% | -1% | — |
| 99 |  $MCO | MOODYS CORP /DE/ | $586,531 | 0.0% | -0% | 79.1 |
| 100 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $584,367 | 0.0% | -66% | — |
| 101 |  $RTX | RTX Corp | $584,022 | 0.0% | -1% | 73.2 |
| 102 |  $PG | PROCTER & GAMBLE Co | $570,870 | 0.0% | -1% | 64.6 |
| 103 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $567,544 | 0.0% | -66% | — |
| 104 |  $AJG | Arthur J. Gallagher & Co. | $564,283 | 0.0% | NEW | 71.2 |
| 105 |  $CRWD | CrowdStrike Holdings, Inc. | $558,618 | 0.0% | -1% | 67.7 |
| 106 |  $DE | DEERE & CO | $544,934 | 0.0% | -2% | 55.4 |
| 107 | — | VANGUARD INDEX FDS - GROWTH ETF | $524,593 | 0.0% | +500% | — |
| 108 |  $AXP | AMERICAN EXPRESS CO | $523,949 | 0.0% | -4% | 69.4 |
| 109 |  $MA | Mastercard Inc | $520,332 | 0.0% | NEW | 85.1 |
| 110 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $520,040 | 0.0% | +0% | — |
| 111 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $511,024 | 0.0% | -1% | — |
| 112 |  $MCK | MCKESSON CORP | $503,230 | 0.0% | NEW | 63.4 |
| 113 | — | ISHARES TR - RUS 1000 VAL ETF | $502,315 | 0.0% | NEW | — |
| 114 |  $BKNG | Booking Holdings Inc. | $491,051 | 0.0% | NEW | 58.5 |
| 115 |  $UBER | Uber Technologies, Inc | $489,461 | 0.0% | +42% | 73.5 |
| 116 |  $NFLX | NETFLIX INC | $488,447 | 0.0% | +197% | 78.8 |
| 117 |  $TDG | TransDigm Group INC | $471,542 | 0.0% | NEW | 68 |
| 118 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $470,273 | 0.0% | +0% | — |
| 119 |  $MLM | MARTIN MARIETTA MATERIALS INC | $459,053 | 0.0% | NEW | 62.9 |
| 120 |  $NRG | NRG ENERGY, INC. | $455,561 | 0.0% | NEW | 51.9 |
| 121 |  $PWR | QUANTA SERVICES, INC. | $449,326 | 0.0% | NEW | 72.1 |
| 122 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $446,787 | 0.0% | +0% | — |
| 123 |  $RIOT | Riot Platforms, Inc. | $445,610 | 0.0% | NEW | 38.3 |
| 124 |  $IAU | ISHARES GOLD TRUST | $439,317 | 0.0% | +0% | — |
| 125 |  $ETHA | iShares Ethereum Trust ETF | $413,332 | 0.0% | +5% | — |
| 126 | — | ISHARES TR - RUS TP200 GR ETF | $409,774 | 0.0% | +0% | — |
| 127 |  $HOOD | Robinhood Markets, Inc. | $401,521 | 0.0% | -15% | 82.1 |
| 128 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $396,277 | 0.0% | +0% | — |
| 129 |  $ENPH | Enphase Energy, Inc. | $393,329 | 0.0% | NEW | 42.9 |
| 130 |  $ASTS | AST SpaceMobile, Inc. | $393,294 | 0.0% | +43% | 30.8 |
| 131 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $391,953 | 0.0% | NEW | — |
| 132 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $390,446 | 0.0% | -1% | — |
| 133 |  $CEG | Constellation Energy Corp | $369,581 | 0.0% | NEW | 59.4 |
| 134 |  $ABT | ABBOTT LABORATORIES | $360,964 | 0.0% | -98% | 65.5 |
| 135 |  $SLB | SLB LIMITED/NV | $360,065 | 0.0% | NEW | 57.9 |
| 136 |  $LOW | LOWES COMPANIES INC | $336,468 | 0.0% | -2% | 60.8 |
| 137 | — | ISHARES TR - U.S. TECH ETF | $331,935 | 0.0% | NEW | — |
| 138 |  $CIEN | CIENA CORP | $330,637 | 0.0% | +0% | 72.9 |
| 139 |  $SPHR | Sphere Entertainment Co. | $326,681 | 0.0% | NEW | 53.7 |
| 140 |  $CPRT | COPART INC | $299,942 | 0.0% | -2% | 69.1 |
| 141 |  $NN | NEXTNAV INC. | $289,898 | 0.0% | -4% | 12.7 |
| 142 |  $AGNC | AGNC Investment Corp. | $285,395 | 0.0% | -40% | — |
| 143 | — | ISHARES TR - S&P 100 ETF | $261,231 | 0.0% | +0% | — |
| 144 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $254,980 | 0.0% | -19% | 55.6 |
| 145 |  $CEF | Sprott Physical Gold & Silver Trust | $252,846 | 0.0% | +0% | — |
| 146 | — | VANGUARD INDEX FDS - SMALL CP ETF | $251,953 | 0.0% | +0% | — |
| 147 |  $ENB | ENBRIDGE INC | $246,439 | 0.0% | +0% | 66.7 |
| 148 |  $DVN | DEVON ENERGY CORP/DE | $242,094 | 0.0% | +3% | 74.8 |
| 149 |  $GE | GENERAL ELECTRIC CO | $239,935 | 0.0% | NEW | 73.8 |
| 150 |  $NTRA | Natera, Inc. | $234,261 | 0.0% | -53% | 53.5 |
| 151 |  $SNDK | Sandisk Corp | $227,373 | 0.0% | NEW | 87.7 |
| 152 |  $SN | SharkNinja, Inc. | $223,685 | 0.0% | NEW | 66.8 |
| 153 | — | VANGUARD WORLD FD - ESG US STK ETF | $223,486 | 0.0% | NEW | — |
| 154 |  $MP | MP Materials Corp. / DE | $221,968 | 0.0% | -20% | 34.2 |
| 155 |  $RMD | RESMED INC | $210,665 | 0.0% | +2% | 74.3 |
| 156 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $209,931 | 0.0% | +0% | — |
| 157 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $208,915 | 0.0% | -22% | 71.4 |
| 158 |  $WDC | WESTERN DIGITAL CORP | $208,223 | 0.0% | NEW | 80.7 |
| 159 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $206,689 | 0.0% | NEW | 70 |
| 160 |  $WMT | Walmart Inc. | $203,122 | 0.0% | -5% | 60.2 |
| 161 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $200,685 | 0.0% | NEW | — |
| 162 |  $DSX | DIANA SHIPPING INC. | $65,810 | 0.0% | +0% | — |
| 163 |  $CLIR | ClearSign Technologies Corp | $44,040 | 0.0% | +0% | — |
| 164 |  $JELD | JELD-WEN Holding, Inc. | $19,275 | 0.0% | NEW | 26 |
| 165 |  $CSAI | CLOUDASTRUCTURE, INC. | $4,024 | 0.0% | +0% | 29.4 |
New Positions (40)
$MRK Merck & Co., Inc.$24.5M$TXN TEXAS INSTRUMENTS INC$22.8M$MU MICRON TECHNOLOGY INC$22.7M$JHX James Hardie Industries plc$22.7M$ELV Elevance Health, Inc.$20.6M$BAM Brookfield Asset Management Ltd.$19.5M$APH AMPHENOL CORP /DE/$18.2M$FFIV F5, INC.$16.9M$HUM HUMANA INC$4.2M$HPE Hewlett Packard Enterprise Co$3.8M$MELI MERCADOLIBRE INC$2.9M$GILD GILEAD SCIENCES, INC.$1.7M$LLY ELI LILLY & Co$817,140$AMD ADVANCED MICRO DEVICES INC$757,507$LRCX LAM RESEARCH CORP$714,561
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