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Ddd Partners, LLC Top Holdings and 13F Report (2025)

About Ddd Partners, LLC

Investment Activity

  • Ddd Partners, LLC has $932.74 million in total holdings as of June 30, 2025.
  • Ddd Partners, LLC owns shares of 112 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 22.08% of the portfolio was purchased this quarter.
  • About 13.98% of the portfolio was sold this quarter.
  • This quarter, Ddd Partners, LLC has purchased 102 new stocks and bought additional shares in 56 stocks.
  • Ddd Partners, LLC sold shares of 25 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Microsoft
$90,491,343
Berkshire Hathaway
$67,490,455
Amazon.com
$38,187,243
Apple
$32,284,779

Largest New Holdings this Quarter

002824100 - Abbott Laboratories
$17,119,987 Holding
443510607 - Hubbell
$13,221,457 Holding
882508104 - Texas Instruments
$11,971,369 Holding
75886F107 - Regeneron Pharmaceuticals
$10,760,400 Holding
883556102 - Thermo Fisher Scientific
$9,640,622 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF
1,164,306 shares (about $30.85M)
Microsoft
46,147 shares (about $22.95M)
Home Depot
48,317 shares (about $17.71M)
Abbott Laboratories
125,873 shares (about $17.12M)
Hubbell
32,373 shares (about $13.22M)

Largest Sales this Quarter

InMode
963,515 shares (about $13.91M)
HF Sinclair
110,986 shares (about $4.56M)
Chubb
10,669 shares (about $3.09M)
Southern
31,878 shares (about $2.93M)
Old Republic International
68,789 shares (about $2.64M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDdd Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$90,491,343$22,953,987 34.0%181,9259.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$67,490,455$3,900,247 6.1%138,9357.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$38,187,243$545,184 1.4%174,0614.1%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$32,284,779$311,449 1.0%157,3563.5%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$31,694,130$30,854,107 3,673.0%1,196,0053.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$29,965,135$4,198,708 16.3%108,7073.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$25,579,157$28,708 0.1%25,8392.7%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$25,021,523$662,440 2.7%360,6452.7%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$24,595,661$5,602,454 29.5%154,4372.6%Computer and Technology
Elanco Animal Health Incorporated stock logo
ELAN
Elanco Animal Health
$23,482,432$2,162,506 10.1%1,644,4282.5%Medical
Cummins Inc. stock logo
CMI
Cummins
$23,467,995$4,076,065 21.0%71,6582.5%Auto/Tires/Trucks
Chevron Corporation stock logo
CVX
Chevron
$22,088,680$2,290,043 11.6%154,2612.4%Energy
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$21,784,455$3,002,661 16.0%215,8162.3%Transportation
Old Republic International Corporation stock logo
ORI
Old Republic International
$21,210,612$2,644,249 -11.1%551,7852.3%Finance
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$21,068,330$4,548,085 27.5%364,1262.3%Basic Materials
Comcast Corporation stock logo
CMCSA
Comcast
$20,683,954$2,201,644 -9.6%579,5452.2%Consumer Discretionary
Chubb Limited stock logo
CB
Chubb
$20,497,507$3,091,039 -13.1%70,7492.2%Finance
Southern Company (The) stock logo
SO
Southern
$20,175,436$2,927,359 -12.7%219,7042.2%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$19,924,832$2,265,737 -10.2%130,4412.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$19,801,884$1,084,575 -5.2%106,6802.1%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$19,163,064$443,652 2.4%108,0282.1%Computer and Technology
NWPX Infrastructure, Inc. stock logo
NWPX
NWPX Infrastructure
$18,342,666$51,304 -0.3%447,2732.0%Industrials
NVIDIA Corporation stock logo
NVDA
NVIDIA
$18,070,078$1,517,966 9.2%114,3751.9%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$18,010,038$17,714,894 6,002.1%49,1221.9%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$17,119,987$17,119,987 New Holding125,8731.8%Medical
HF Sinclair Corporation stock logo
DINO
HF Sinclair
$16,638,973$4,559,308 -21.5%405,0381.8%Energy
Hubbell Inc stock logo
HUBB
Hubbell
$13,221,457$13,221,457 New Holding32,3731.4%Industrials
CVS Health Corporation stock logo
CVS
CVS Health
$12,758,465$311,582 2.5%184,9591.4%Medical
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$12,439,351$283,901 2.3%490,1241.3%Energy
RTX Corporation stock logo
RTX
RTX
$11,984,884$347,820 3.0%82,0771.3%Aerospace
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$11,971,369$11,971,369 New Holding57,6601.3%Computer and Technology
Richardson Electronics, Ltd. stock logo
RELL
Richardson Electronics
$11,006,800$105,687 -1.0%1,140,6011.2%Computer and Technology
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$10,760,400$10,760,400 New Holding20,4961.2%Medical
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$10,694,022$2,798,280 35.4%44,2891.1%Aerospace
ServiceNow, Inc. stock logo
NOW
ServiceNow
$10,436,040$9,934,337 1,980.1%10,1511.1%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$9,640,622$9,640,622 New Holding23,7771.0%Medical
Ciena Corporation stock logo
CIEN
Ciena
$9,201,270$216,256 2.4%113,1351.0%Computer and Technology
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$7,887,523$221,307 -2.7%134,1870.8%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,108,236$7,108,236 New Holding22,7850.8%Medical
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$6,124,919$172,992 -2.7%77,0430.7%ETF
VSDA
VictoryShares Dividend Accelerator ETF
$5,218,545$138,462 2.7%100,7440.6%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,745,331$2,669,313 128.6%50,8610.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,669,502$75,992 1.7%7,5580.5%Finance
Symbotic Inc. stock logo
SYM
Symbotic
$4,470,819$2,603,183 139.4%115,0790.5%Business Services
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$4,124,527$112,242 -2.6%43,0670.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$3,647,878$66,906 1.9%131,8350.4%ETF
Ferrari N.V. stock logo
RACE
Ferrari
$3,177,0510.0%6,4740.3%Auto/Tires/Trucks
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$2,744,628$2,628 0.1%24,0230.3%Transportation
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,514,963$169,780 -6.3%3,4070.3%Computer and Technology
Twilio Inc. stock logo
TWLO
Twilio
$2,299,043$2,299,043 New Holding18,4870.2%Computer and Technology
Occidental Petroleum Corporation stock logo
OXY
Occidental Petroleum
$2,295,468$1,683,382 275.0%54,6410.2%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,253,761$22,791 1.0%8,9000.2%ETF
VictoryShares Free Cash Flow ETF stock logo
VFLO
VictoryShares Free Cash Flow ETF
$2,152,075$38,779 1.8%60,8790.2%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$2,128,068$39,288 1.9%19,6080.2%ETF
Adobe Inc. stock logo
ADBE
Adobe
$1,969,993$1,969,993 New Holding5,0920.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,723,306$92,439 5.7%5,4250.2%Auto/Tires/Trucks
Snowflake Inc. stock logo
SNOW
Snowflake
$1,627,032$6,266 -0.4%7,2710.2%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,592,424$9,933 -0.6%2,5650.2%ETF
VICARIOUS SURGICAL INC
$1,553,603$50,078 -3.1%207,1470.2%COM CL A NEW
Visa Inc. stock logo
V
Visa
$1,293,238$710 -0.1%3,6420.1%Business Services
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$1,207,230$21,731 1.8%30,1660.1%ETF
Schwab Fundamental U.S. Small Company ETF stock logo
FNDA
Schwab Fundamental U.S. Small Company ETF
$1,154,436$21,058 1.9%40,2940.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$880,173$145,959 19.9%8,1650.1%Energy
ARK Genomic Revolution ETF stock logo
ARKG
ARK Genomic Revolution ETF
$880,058$9,764 1.1%36,1420.1%ETF
Rapid7, Inc. stock logo
RPD
Rapid7
$845,702$845,702 New Holding36,5630.1%Computer and Technology
SABLE OFFSHORE CORP
$800,292$800,292 New Holding36,4100.1%COM SHS
Rayonier Advanced Materials Inc. stock logo
RYAM
Rayonier Advanced Materials
$770,0000.0%200,0000.1%Basic Materials
CORE NATURAL RESOURCES INC
$768,047$768,047 New Holding11,0130.1%COM SHS
The Boeing Company stock logo
BA
Boeing
$716,639$6,496 0.9%3,4200.1%Aerospace
ISHARES BITCOIN TRUST ETF
$692,040$38,011 -5.2%11,3060.1%SHS BEN INT
Alphabet Inc. stock logo
GOOGL
Alphabet
$669,949$20,440 3.1%3,8020.1%Computer and Technology
Moody's Corporation stock logo
MCO
Moody's
$651,565$5,517 -0.8%1,2990.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$616,2520.0%1,1170.1%Finance
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$609,5810.0%5860.1%Industrials
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$606,485$10,249 -1.7%3,4320.1%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$589,034$2,499 0.4%1,6500.1%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$572,300$327,940 134.2%1,8830.1%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$545,980$50,422 -8.5%1,0720.1%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$527,159$4,613 0.9%10,7430.1%Business Services
Starbucks Corporation stock logo
SBUX
Starbucks
$515,737$3,024 0.6%5,6280.1%Retail/Wholesale
ISHARES ETHEREUM TR
$501,598$270,546 117.1%26,3030.1%SHS
MP Materials Corp. stock logo
MP
MP Materials
$478,290$18,831 4.1%14,3760.1%Basic Materials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$455,6210.0%1,0390.0%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$448,260$14,371 -3.1%18,3410.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$443,324$124 0.0%7,1480.0%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$442,885$442,885 New Holding10,4800.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$427,907$7,248 1.7%1,4760.0%Finance
Deere & Company stock logo
DE
Deere & Company
$421,053$3,051 0.7%8280.0%Industrials
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$420,0060.0%3,1160.0%ETF
Enovix Corporation stock logo
ENVX
Enovix
$410,757$85,450 26.3%39,7250.0%Energy
InMode Ltd. stock logo
INMD
InMode
$381,043$13,913,167 -97.3%26,3880.0%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$353,217$4,347 1.2%6500.0%Medical
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$347,5790.0%1,4100.0%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$337,021$887 0.3%1,5190.0%Retail/Wholesale
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$323,3890.0%2,9590.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$317,240$90,965 40.2%5580.0%ETF
Devon Energy Corporation stock logo
DVN
Devon Energy
$315,046$19,849 6.7%9,9040.0%Energy
Archer Aviation Inc. stock logo
ACHR
Archer Aviation
$281,775$281,775 New Holding25,9700.0%Aerospace
Bank of America Corporation stock logo
BAC
Bank of America
$277,532$11,688 -4.0%5,8650.0%Finance
ResMed Inc. stock logo
RMD
ResMed
$274,254$516 0.2%1,0630.0%Medical

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