Holders — by stockHoldings — by fund
DDD Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1729673
$1.60B
disclosed book value
164
positions
26.4%
largest position share
Positions, as of 2026-06-30
top 100 of 164 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1.1M | $424.1M | 26.4% |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 112,658 | $56.4M | 3.5% |
| 3 | AAPLAPPLE INC | 166,144 | $48.1M | 3% |
| 4 | AMZNAMAZON COM INC | 185,222 | $44.1M | 2.8% |
| 5 | NWPXNWPX INFRASTRUCTURE INC | 249,520 | $37.4M | 2.3% |
| 6 | COSTCOSTCO WHOLESALE CORPORATION | 33,927 | $31.7M | 2% |
| 7 | AVGOBROADCOM INC | 80,758 | $30.5M | 1.9% |
| 8 | GOOGALPHABET INC | 82,077 | $29.0M | 1.8% |
| 9 | CMICUMMINS INC | 38,457 | $27.4M | 1.7% |
| 10 | SPYMSPDR SERIES TRUST | 297,704 | $26.2M | 1.6% |
| 11 | CSCOCISCO SYS INC | 214,668 | $25.2M | 1.6% |
| 12 | DHRDANAHER CORP DEL | 131,956 | $25.1M | 1.6% |
| 13 | MRKMERCK & CO INC | 190,549 | $24.5M | 1.5% |
| 14 | NVDANVIDIA CORPORATION | 118,084 | $23.6M | 1.5% |
| 15 | BACBANK OF AMER CORP | 407,855 | $23.2M | 1.4% |
| 16 | GPCGENUINE PARTS CO | 193,933 | $22.9M | 1.4% |
| 17 | TXNTEXAS INSTRS INC | 76,410 | $22.8M | 1.4% |
| 18 | MUMICRON TECHNOLOGY INC | 19,682 | $22.7M | 1.4% |
| 19 | JAMES HARDIE INDS PLC | 866,921 | $22.7M | 1.4% |
| 20 | QCOMQUALCOMM INC | 118,071 | $21.8M | 1.4% |
| 21 | CHUBB LIMITED | 63,209 | $21.5M | 1.3% |
| 22 | RELLRICHARDSON ELECTRS LTD | 1.1M | $21.1M | 1.3% |
| 23 | WSOWATSCO INC | 50,426 | $21.0M | 1.3% |
| 24 | ORIOLD REP INTL CORP | 503,157 | $20.6M | 1.3% |
| 25 | ELVELEVANCE HEALTH INC FORMERLY | 53,145 | $20.6M | 1.3% |
| 26 | HUBBHUBBELL INC | 38,740 | $20.3M | 1.3% |
| 27 | WECWEC ENERGY GROUP INC | 173,451 | $20.3M | 1.3% |
| 28 | PLDPROLOGIS INC. | 148,934 | $20.2M | 1.3% |
| 29 | REGNREGENERON PHARMACEUTICALS | 32,303 | $20.1M | 1.3% |
| 30 | ONON SEMICONDUCTOR CORP | 208,157 | $19.7M | 1.2% |
| 31 | BAMBROOKFIELD ASSET MANAGMT LTD | 435,175 | $19.5M | 1.2% |
| 32 | METAMETA PLATFORMS INC | 33,197 | $18.7M | 1.2% |
| 33 | PEPPEPSICO INC | 137,578 | $18.6M | 1.2% |
| 34 | AMRIZE LTD | 349,483 | $18.6M | 1.2% |
| 35 | UNHUNITEDHEALTH GROUP INC | 44,518 | $18.5M | 1.2% |
| 36 | KMIKINDER MORGAN INC DEL | 574,012 | $18.4M | 1.1% |
| 37 | APHAMPHENOL CORP | 102,982 | $18.2M | 1.1% |
| 38 | EMNEASTMAN CHEM CO | 269,877 | $18.1M | 1.1% |
| 39 | BABOEING CO | 82,623 | $17.9M | 1.1% |
| 40 | ESIELEMENT SOLUTIONS INC | 362,553 | $17.3M | 1.1% |
| 41 | CVXCHEVRON CORPORATION | 103,943 | $17.2M | 1.1% |
| 42 | FFIVF5 INC | 40,697 | $16.9M | 1.1% |
| 43 | DISDISNEY WALT CO | 171,896 | $16.5M | 1% |
| 44 | ELANELANCO ANIMAL HEALTH INC | 615,091 | $15.1M | 0.9% |
| 45 | DINOHF SINCLAIR CORP | 215,233 | $15.0M | 0.9% |
| 46 | VGSHVANGUARD SCOTTSDALE FDS | 228,401 | $13.3M | 0.8% |
| 47 | VCSHVANGUARD SCOTTSDALE FDS | 126,003 | $10.0M | 0.6% |
| 48 | IEFISHARES TR | 71,108 | $6.7M | 0.4% |
| 49 | MSFTMICROSOFT CORPPUT | 11,800 | $4.4M | 0.3% |
| 50 | HUMHUMANA INC | 10,538 | $4.2M | 0.3% |
| 51 | EXPDEXPEDITORS INTL WASH INC | 25,291 | $4.1M | 0.3% |
| 52 | HPEHEWLETT PACKARD ENTERPRISE C | 83,314 | $3.8M | 0.2% |
| 53 | UNFUNIFIRST CORP MASS | 14,036 | $3.7M | 0.2% |
| 54 | PSMTPRICESMART INC | 18,906 | $3.7M | 0.2% |
| 55 | SYMSYMBOTIC INC | 75,791 | $3.4M | 0.2% |
| 56 | ISRGINTUITIVE SURGICAL INC | 7,923 | $3.2M | 0.2% |
| 57 | MELIMERCADOLIBRE INC | 1,727 | $2.9M | 0.2% |
| 58 | BKRBAKER HUGHES COMPANY | 52,744 | $2.9M | 0.2% |
| 59 | SPYSTATE STR SPDR S&P 500 ETF T | 3,863 | $2.9M | 0.2% |
| 60 | VEEVVEEVA SYS INC | 15,975 | $2.8M | 0.2% |
| 61 | SIISPROTT INC | 25,009 | $2.8M | 0.2% |
| 62 | OXYOCCIDENTAL PETE CORP | 55,185 | $2.7M | 0.2% |
| 63 | FERRARI N V | 7,168 | $2.7M | 0.2% |
| 64 | GOOGLALPHABET INC | 7,289 | $2.6M | 0.2% |
| 65 | TSLATESLA INC | 5,742 | $2.4M | 0.2% |
| 66 | VVISA INC | 5,962 | $2.0M | 0.1% |
| 67 | IVVISHARES TR | 2,644 | $2.0M | 0.1% |
| 68 | VSDAVICTORY PORTFOLIOS II | 32,884 | $1.9M | 0.1% |
| 69 | GILDGILEAD SCIENCES INC | 13,827 | $1.7M | 0.1% |
| 70 | SCHVSCHWAB STRATEGIC TR | 48,875 | $1.7M | 0.1% |
| 71 | IBITISHARES BITCOIN TRUST ETF | 50,253 | $1.7M | 0.1% |
| 72 | RYAMRAYONIER ADVANCED MATLS INC | 200,000 | $1.6M | 0.1% |
| 73 | JPMJPMORGAN CHASE & CO | 4,318 | $1.4M | 0.1% |
| 74 | ORCLORACLE CORP | 8,656 | $1.3M | 0.1% |
| 75 | XLKSELECT SECTOR SPDR TR | 6,651 | $1.3M | 0.1% |
| 76 | EXMOCEXXON MOBIL CORP | 8,381 | $1.1M | 0.1% |
| 77 | VFLOVICTORY PORTFOLIOS II | 24,294 | $1.1M | 0.1% |
| 78 | ABBVABBVIE INC | 4,388 | $1.1M | 0.1% |
| 79 | HDHOME DEPOT INC | 2,801 | $987,888 | 0.1% |
| 80 | SPWRSUNPOWER INC | 1.4M | $947,006 | 0.1% |
| 81 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,829 | $873,476 | 0.1% |
| 82 | VTIVANGUARD INDEX FDS | 2,310 | $854,820 | 0.1% |
| 83 | LLYELI LILLY & CO | 681 | $817,140 | 0.1% |
| 84 | GWWWW GRAINGER INC | 592 | $805,357 | 0.1% |
| 85 | JNJJOHNSON & JOHNSON | 3,149 | $799,783 | 0% |
| 86 | XLCSELECT SECTOR SPDR TR | 7,459 | $799,062 | 0% |
| 87 | AMDADVANCED MICRO DEVICES INC | 1,304 | $757,507 | 0% |
| 88 | EATON CORP PLC | 1,689 | $719,717 | 0% |
| 89 | LRCXLAM RESEARCH CORP | 1,649 | $714,561 | 0% |
| 90 | VTVVANGUARD INDEX FDS | 3,274 | $713,541 | 0% |
| 91 | GEVGE VERNOVA INC | 582 | $683,769 | 0% |
| 92 | ARKGARK ETF TR | 16,183 | $680,657 | 0% |
| 93 | IJRISHARES TR | 4,563 | $676,739 | 0% |
| 94 | IJHISHARES TR | 8,665 | $668,168 | 0% |
| 95 | PLTRPALANTIR TECHNOLOGIES INC | 5,693 | $664,202 | 0% |
| 96 | SBUXSTARBUCKS CORP | 6,017 | $614,879 | 0% |
| 97 | SNOWSNOWFLAKE INC | 2,345 | $596,803 | 0% |
| 98 | SDYSPDR SERIES TRUST | 3,916 | $595,937 | 0% |
| 99 | MCOMOODYS CORP | 1,295 | $586,531 | 0% |
| 100 | FNDFSCHWAB STRATEGIC TR | 11,076 | $584,367 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.