Ddd Partners, LLC Top Holdings and 13F Report (2025) About Ddd Partners, LLCInvestment ActivityDdd Partners, LLC has $823.07 million in total holdings as of March 31, 2025.Ddd Partners, LLC owns shares of 102 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 14.69% of the portfolio was purchased this quarter.About 10.42% of the portfolio was sold this quarter.This quarter, Ddd Partners, LLC has purchased 98 new stocks and bought additional shares in 42 stocks.Ddd Partners, LLC sold shares of 40 stocks and completely divested from 6 stocks this quarter.Largest Holdings Berkshire Hathaway $69,717,917Microsoft $50,969,671Apple $34,616,382Amazon.com $32,644,050Chubb $24,587,479 Largest New Holdings this Quarter 911312106 - United Parcel Service $20,465,696 Holding126650100 - CVS Health $12,224,946 Holding446413106 - Huntington Ingalls Industries $6,672,108 Holding717081103 - Pfizer $816,876 Holding674599105 - Occidental Petroleum $719,175 Holding Largest Purchases this Quarter United Parcel Service 186,069 shares (about $20.47M)LyondellBasell Industries 187,292 shares (about $13.19M)CVS Health 180,442 shares (about $12.22M)HF Sinclair 335,262 shares (about $11.02M)Elanco Animal Health 999,716 shares (about $10.50M) Largest Sales this Quarter RTX 51,127 shares (about $6.77M)SPDR S&P 500 ETF Trust 11,437 shares (about $6.40M)VictoryShares Dividend Accelerator ETF 88,124 shares (about $4.55M)Cisco Systems 50,458 shares (about $3.11M)Berkshire Hathaway 5,209 shares (about $2.77M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDdd Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$69,717,917$2,774,209 ▼-3.8%130,9068.5%FinanceMSFTMicrosoft$50,969,671$115,620 ▼-0.2%135,7786.2%Computer and TechnologyAAPLApple$34,616,382$1,951,417 ▼-5.3%155,8384.2%Computer and TechnologyAMZNAmazon.com$32,644,050$2,007,624 ▼-5.8%171,5764.0%Retail/WholesaleCBChubb$24,587,479$876,679 ▼-3.4%81,4183.0%FinanceCOSTCostco Wholesale$24,410,658$318,729 ▼-1.3%25,8103.0%Retail/WholesaleORIOld Republic International$24,338,921$860,369 ▼-3.4%620,5743.0%FinanceJNJJohnson & Johnson$24,092,219$8,088,673 ▲50.5%145,2742.9%MedicalCMCSAComcast$23,661,484$3,739,001 ▲18.8%641,2332.9%Consumer DiscretionaryABBVAbbVie$23,575,819$2,686,465 ▼-10.2%112,5232.9%MedicalSOSouthern$23,132,965$776,702 ▼-3.2%251,5822.8%UtilitiesCVXChevron$23,130,924$1,925,179 ▲9.1%138,2682.8%EnergyMDTMedtronic$22,226,332$599,456 ▼-2.6%247,3442.7%MedicalGISGeneral Mills$21,814,262$1,397,531 ▲6.8%364,8482.7%Consumer StaplesCSCOCisco Systems$21,666,184$3,113,761 ▼-12.6%351,0972.6%Computer and TechnologyUPSUnited Parcel Service$20,465,696$20,465,696 ▲New Holding186,0692.5%TransportationLYBLyondellBasell Industries$20,100,692$13,185,366 ▲190.7%285,5212.4%Basic MaterialsCMICummins$18,559,409$1,770,309 ▼-8.7%59,2122.3%Auto/Tires/TrucksNWPXNorthwest Pipe$18,524,041$127,410 ▼-0.7%448,5242.3%IndustrialsQCOMQUALCOMM$18,319,336$622,119 ▼-3.3%119,2592.2%Computer and TechnologyINMDInMode$17,560,879$6,793,320 ▲63.1%989,9032.1%MedicalDINOHF Sinclair$16,966,872$11,023,416 ▲185.5%516,0242.1%EnergyTGTTarget$16,773,256$547,159 ▼-3.2%160,7252.0%Retail/WholesaleGOOGAlphabet$16,486,527$1,823,678 ▼-10.0%105,5272.0%Computer and TechnologyELANElanco Animal Health$15,676,416$10,497,018 ▲202.7%1,492,9921.9%MedicalAVGOBroadcom$15,650,462$324,311 ▼-2.0%93,4751.9%Computer and TechnologyONOnsemi$14,046,514$7,372,988 ▲110.5%345,2081.7%Computer and TechnologyCTRACoterra Energy$13,841,303$1,574,963 ▲12.8%478,9381.7%EnergyRELLRichardson Electronics$12,851,331$112,404 ▼-0.9%1,151,5531.6%Computer and TechnologyCVSCVS Health$12,224,946$12,224,946 ▲New Holding180,4421.5%MedicalGMABGenmab A/S$11,768,559$7,342,030 ▲165.9%601,0501.4%MedicalNVDANVIDIA$11,354,659$2,752,530 ▼-19.5%104,7671.4%Computer and TechnologyRTXRTX$10,556,400$6,772,283 ▼-39.1%79,6951.3%AerospaceGTLSChart Industries$8,186,656$2,125,124 ▼-20.6%56,7101.0%IndustrialsVGSHVanguard Short-Term Treasury ETF$8,096,414$1,488,439 ▲22.5%137,9521.0%ETFCIENCiena$6,676,065$816,832 ▼-10.9%110,4760.8%Computer and TechnologyHIIHuntington Ingalls Industries$6,672,108$6,672,108 ▲New Holding32,7000.8%AerospaceVCSHVanguard Short-Term Corporate Bond ETF$6,253,548$1,132,710 ▲22.1%79,2190.8%ETFVSDAVictoryShares Dividend Accelerator ETF$5,068,289$4,554,230 ▼-47.3%98,0710.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,219,073$758,287 ▲21.9%44,2390.5%ETFSPYSPDR S&P 500 ETF Trust$4,158,930$6,397,536 ▼-60.6%7,4350.5%FinanceSCHVSchwab U.S. Large-Cap Value ETF$3,439,898$83,514 ▲2.5%129,4170.4%ETFEXPDExpeditors International of Washington$2,886,0000.0%24,0000.4%TransportationRACEFerrari$2,770,0950.0%6,4740.3%Auto/Tires/TrucksMETAMeta Platforms$2,096,377$33,431 ▲1.6%3,6370.3%Computer and TechnologyVFLOVictoryShares Free Cash Flow ETF$2,049,322$53,922 ▲2.7%59,7820.2%ETFXLCCommunication Services Select Sector SPDR Fund$1,856,283$48,900 ▲2.7%19,2460.2%ETFXLKTechnology Select Sector SPDR Fund$1,819,097$50,794 ▲2.9%8,8100.2%ETFUBERUber Technologies$1,621,208$540,403 ▲50.0%22,2510.2%Computer and TechnologyIVViShares Core S&P 500 ETF$1,450,097$8,428 ▲0.6%2,5810.2%ETFVICARIOUS SURGICAL INC$1,402,685$186,022 ▲15.3%213,8240.2%COM CL A NEWTSLATesla$1,330,527$479,964 ▼-26.5%5,1340.2%Auto/Tires/TrucksVVisa$1,277,209$4,206 ▼-0.3%3,6440.2%Business ServicesRYAMRayonier Advanced Materials$1,150,000$3,163 ▼-0.3%200,0000.1%Basic MaterialsFNDASchwab Fundamental U.S. Small Company ETF$1,083,530$26,130 ▲2.5%39,5590.1%ETFFNDFSchwab Fundamental International Equity ETF$1,070,579$26,021 ▲2.5%29,6230.1%ETFSNOWSnowflake$1,066,822$135,198 ▲14.5%7,2990.1%Computer and TechnologySYMSymbotic$971,555$385,829 ▲65.9%48,0730.1%Business ServicesSCHDSchwab US Dividend Equity ETF$886,311$12,666 ▲1.4%31,6990.1%ETFPFEPfizer$816,876$816,876 ▲New Holding32,2370.1%MedicalXOMExxon Mobil$810,087$11,418 ▲1.4%6,8110.1%EnergyARKGARK Genomic Revolution ETF$741,983$151,423 ▲25.6%35,7410.1%ETFOXYOccidental Petroleum$719,175$719,175 ▲New Holding14,5700.1%EnergyARLOArlo Technologies$618,434$618,434 ▲New Holding62,6580.1%Computer and TechnologyMCOMoody's$610,054$8,382 ▲1.4%1,3100.1%FinanceVTVVanguard Value ETF$602,778$173 ▲0.0%3,4900.1%ETFCPRTCopart$602,627$509 ▲0.1%10,6490.1%Business ServicesGWWW.W. Grainger$578,8680.0%5860.1%IndustrialsBABoeing$578,032$6,481 ▲1.1%3,3890.1%AerospaceGOOGLAlphabet$570,061$33,870 ▼-5.6%3,6860.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$558,303$12,311 ▲2.3%11,9270.1%SHS BEN INTSBUXStarbucks$548,778$57,967 ▼-9.6%5,5950.1%Retail/WholesaleQQQInvesco QQQ$523,831$188,523 ▼-26.5%1,1170.1%FinanceXLVHealth Care Select Sector SPDR Fund$454,9670.0%3,1160.1%ETFETNEaton$446,617$10,330 ▼-2.3%1,6430.1%IndustrialsSCHXSchwab US Large-Cap ETF$417,9550.0%18,9290.1%ETFIJHiShares Core S&P Mid-Cap ETF$416,992$3,735 ▼-0.9%7,1460.1%ETFCRWDCrowdStrike$412,871$31,732 ▲8.3%1,1710.1%Computer and TechnologyNOWServiceNow$388,516$29,457 ▼-7.0%4880.0%Computer and TechnologyDEDeere & Company$385,823$44,121 ▼-10.3%8220.0%IndustrialsVUGVanguard Growth ETF$385,3860.0%1,0390.0%ETFJPMJPMorgan Chase & Co.$355,930$8,585 ▲2.5%1,4510.0%FinanceLOWLowe's Companies$353,343$1,399 ▲0.4%1,5150.0%Retail/WholesaleDVNDevon Energy$347,072$347,072 ▲New Holding9,2800.0%EnergyMPMP Materials$337,102$1,489 ▼-0.4%13,8100.0%Basic MaterialsISRGIntuitive Surgical$317,963$317,963 ▲New Holding6420.0%MedicalIJRiShares Core S&P Small-Cap ETF$309,423$3,660 ▼-1.2%2,9590.0%ETFIWYiShares Russell Top 200 Growth ETF$297,4250.0%1,4100.0%ETFHDHome Depot$294,951$294,951 ▲New Holding8050.0%Retail/WholesaleENPHEnphase Energy$265,264$83,830 ▲46.2%4,2750.0%EnergyBACBank of America$255,054$5,675 ▲2.3%6,1120.0%FinanceDHRDanaher$243,745$3,485 ▲1.5%1,1890.0%MedicalRMDResMed$237,505$448 ▼-0.2%1,0610.0%MedicalABNBAirbnb$234,739$17,800 ▼-7.0%1,9650.0%Consumer DiscretionaryENVXEnovix$230,924$12,948 ▲5.9%31,4610.0%EnergyVTIVanguard Total Stock Market ETF$221,063$1,650 ▼-0.7%8040.0%ETFVOOVanguard S&P 500 ETF$204,7890.0%3980.0%ETFAGNCAGNC Investment$172,9960.0%18,0580.0%FinanceISHARES ETHEREUM TR$167,443$167,443 ▲New Holding12,1160.0%SHSCLIRClearSign Technologies$86,250$7,500 ▲9.5%115,0000.0%IndustrialsShowing largest 100 holdings. 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