Ddd Partners, LLC Top Holdings and 13F Report (2025) About Ddd Partners, LLCInvestment ActivityDdd 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 $90,491,343Berkshire Hathaway $67,490,455Amazon.com $38,187,243Apple $32,284,779Schwab US Dividend Equity ETF $31,694,130 Largest New Holdings this Quarter 002824100 - Abbott Laboratories $17,119,987 Holding443510607 - Hubbell $13,221,457 Holding882508104 - Texas Instruments $11,971,369 Holding75886F107 - Regeneron Pharmaceuticals $10,760,400 Holding883556102 - 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 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 PortfolioSectorMSFTMicrosoft$90,491,343$22,953,987 ▲34.0%181,9259.7%Computer and TechnologyBRK.BBerkshire Hathaway$67,490,455$3,900,247 ▲6.1%138,9357.2%FinanceAMZNAmazon.com$38,187,243$545,184 ▲1.4%174,0614.1%Retail/WholesaleAAPLApple$32,284,779$311,449 ▲1.0%157,3563.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$31,694,130$30,854,107 ▲3,673.0%1,196,0053.4%ETFAVGOBroadcom$29,965,135$4,198,708 ▲16.3%108,7073.2%Computer and TechnologyCOSTCostco Wholesale$25,579,157$28,708 ▲0.1%25,8392.7%Retail/WholesaleCSCOCisco Systems$25,021,523$662,440 ▲2.7%360,6452.7%Computer and TechnologyQCOMQUALCOMM$24,595,661$5,602,454 ▲29.5%154,4372.6%Computer and TechnologyELANElanco Animal Health$23,482,432$2,162,506 ▲10.1%1,644,4282.5%MedicalCMICummins$23,467,995$4,076,065 ▲21.0%71,6582.5%Auto/Tires/TrucksCVXChevron$22,088,680$2,290,043 ▲11.6%154,2612.4%EnergyUPSUnited Parcel Service$21,784,455$3,002,661 ▲16.0%215,8162.3%TransportationORIOld Republic International$21,210,612$2,644,249 ▼-11.1%551,7852.3%FinanceLYBLyondellBasell Industries$21,068,330$4,548,085 ▲27.5%364,1262.3%Basic MaterialsCMCSAComcast$20,683,954$2,201,644 ▼-9.6%579,5452.2%Consumer DiscretionaryCBChubb$20,497,507$3,091,039 ▼-13.1%70,7492.2%FinanceSOSouthern$20,175,436$2,927,359 ▼-12.7%219,7042.2%UtilitiesJNJJohnson & Johnson$19,924,832$2,265,737 ▼-10.2%130,4412.1%MedicalABBVAbbVie$19,801,884$1,084,575 ▼-5.2%106,6802.1%MedicalGOOGAlphabet$19,163,064$443,652 ▲2.4%108,0282.1%Computer and TechnologyNWPXNWPX Infrastructure$18,342,666$51,304 ▼-0.3%447,2732.0%IndustrialsNVDANVIDIA$18,070,078$1,517,966 ▲9.2%114,3751.9%Computer and TechnologyHDHome Depot$18,010,038$17,714,894 ▲6,002.1%49,1221.9%Retail/WholesaleABTAbbott Laboratories$17,119,987$17,119,987 ▲New Holding125,8731.8%MedicalDINOHF Sinclair$16,638,973$4,559,308 ▼-21.5%405,0381.8%EnergyHUBBHubbell$13,221,457$13,221,457 ▲New Holding32,3731.4%IndustrialsCVSCVS Health$12,758,465$311,582 ▲2.5%184,9591.4%MedicalCTRACoterra Energy$12,439,351$283,901 ▲2.3%490,1241.3%EnergyRTXRTX$11,984,884$347,820 ▲3.0%82,0771.3%AerospaceTXNTexas Instruments$11,971,369$11,971,369 ▲New Holding57,6601.3%Computer and TechnologyRELLRichardson Electronics$11,006,800$105,687 ▼-1.0%1,140,6011.2%Computer and TechnologyREGNRegeneron Pharmaceuticals$10,760,400$10,760,400 ▲New Holding20,4961.2%MedicalHIIHuntington Ingalls Industries$10,694,022$2,798,280 ▲35.4%44,2891.1%AerospaceNOWServiceNow$10,436,040$9,934,337 ▲1,980.1%10,1511.1%Computer and TechnologyTMOThermo Fisher Scientific$9,640,622$9,640,622 ▲New Holding23,7771.0%MedicalCIENCiena$9,201,270$216,256 ▲2.4%113,1351.0%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$7,887,523$221,307 ▼-2.7%134,1870.8%ETFUNHUnitedHealth Group$7,108,236$7,108,236 ▲New Holding22,7850.8%MedicalVCSHVanguard Short-Term Corporate Bond ETF$6,124,919$172,992 ▼-2.7%77,0430.7%ETFVSDAVictoryShares Dividend Accelerator ETF$5,218,545$138,462 ▲2.7%100,7440.6%ETFUBERUber Technologies$4,745,331$2,669,313 ▲128.6%50,8610.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,669,502$75,992 ▲1.7%7,5580.5%FinanceSYMSymbotic$4,470,819$2,603,183 ▲139.4%115,0790.5%Business ServicesIEFiShares 7-10 Year Treasury Bond ETF$4,124,527$112,242 ▼-2.6%43,0670.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,647,878$66,906 ▲1.9%131,8350.4%ETFRACEFerrari$3,177,0510.0%6,4740.3%Auto/Tires/TrucksEXPDExpeditors International of Washington$2,744,628$2,628 ▲0.1%24,0230.3%TransportationMETAMeta Platforms$2,514,963$169,780 ▼-6.3%3,4070.3%Computer and TechnologyTWLOTwilio$2,299,043$2,299,043 ▲New Holding18,4870.2%Computer and TechnologyOXYOccidental Petroleum$2,295,468$1,683,382 ▲275.0%54,6410.2%EnergyXLKTechnology Select Sector SPDR Fund$2,253,761$22,791 ▲1.0%8,9000.2%ETFVFLOVictoryShares Free Cash Flow ETF$2,152,075$38,779 ▲1.8%60,8790.2%ETFXLCCommunication Services Select Sector SPDR Fund$2,128,068$39,288 ▲1.9%19,6080.2%ETFADBEAdobe$1,969,993$1,969,993 ▲New Holding5,0920.2%Computer and TechnologyTSLATesla$1,723,306$92,439 ▲5.7%5,4250.2%Auto/Tires/TrucksSNOWSnowflake$1,627,032$6,266 ▼-0.4%7,2710.2%Computer and TechnologyIVViShares Core S&P 500 ETF$1,592,424$9,933 ▼-0.6%2,5650.2%ETFVICARIOUS SURGICAL INC$1,553,603$50,078 ▼-3.1%207,1470.2%COM CL A NEWVVisa$1,293,238$710 ▼-0.1%3,6420.1%Business ServicesFNDFSchwab Fundamental International Equity ETF$1,207,230$21,731 ▲1.8%30,1660.1%ETFFNDASchwab Fundamental U.S. Small Company ETF$1,154,436$21,058 ▲1.9%40,2940.1%ETFXOMExxon Mobil$880,173$145,959 ▲19.9%8,1650.1%EnergyARKGARK Genomic Revolution ETF$880,058$9,764 ▲1.1%36,1420.1%ETFRPDRapid7$845,702$845,702 ▲New Holding36,5630.1%Computer and TechnologySABLE OFFSHORE CORP$800,292$800,292 ▲New Holding36,4100.1%COM SHSRYAMRayonier Advanced Materials$770,0000.0%200,0000.1%Basic MaterialsCORE NATURAL RESOURCES INC$768,047$768,047 ▲New Holding11,0130.1%COM SHSBABoeing$716,639$6,496 ▲0.9%3,4200.1%AerospaceISHARES BITCOIN TRUST ETF$692,040$38,011 ▼-5.2%11,3060.1%SHS BEN INTGOOGLAlphabet$669,949$20,440 ▲3.1%3,8020.1%Computer and TechnologyMCOMoody's$651,565$5,517 ▼-0.8%1,2990.1%FinanceQQQInvesco QQQ$616,2520.0%1,1170.1%FinanceGWWW.W. Grainger$609,5810.0%5860.1%IndustrialsVTVVanguard Value ETF$606,485$10,249 ▼-1.7%3,4320.1%ETFETNEaton$589,034$2,499 ▲0.4%1,6500.1%IndustrialsVTIVanguard Total Stock Market ETF$572,300$327,940 ▲134.2%1,8830.1%ETFCRWDCrowdStrike$545,980$50,422 ▼-8.5%1,0720.1%Computer and TechnologyCPRTCopart$527,159$4,613 ▲0.9%10,7430.1%Business ServicesSBUXStarbucks$515,737$3,024 ▲0.6%5,6280.1%Retail/WholesaleISHARES ETHEREUM TR$501,598$270,546 ▲117.1%26,3030.1%SHSMPMP Materials$478,290$18,831 ▲4.1%14,3760.1%Basic MaterialsVUGVanguard Growth ETF$455,6210.0%1,0390.0%ETFSCHXSchwab US Large-Cap ETF$448,260$14,371 ▼-3.1%18,3410.0%ETFIJHiShares Core S&P Mid-Cap ETF$443,324$124 ▲0.0%7,1480.0%ETFDFCFDimensional Core Fixed Income ETF$442,885$442,885 ▲New Holding10,4800.0%ETFJPMJPMorgan Chase & Co.$427,907$7,248 ▲1.7%1,4760.0%FinanceDEDeere & Company$421,053$3,051 ▲0.7%8280.0%IndustrialsXLVHealth Care Select Sector SPDR Fund$420,0060.0%3,1160.0%ETFENVXEnovix$410,757$85,450 ▲26.3%39,7250.0%EnergyINMDInMode$381,043$13,913,167 ▼-97.3%26,3880.0%MedicalISRGIntuitive Surgical$353,217$4,347 ▲1.2%6500.0%MedicalIWYiShares Russell Top 200 Growth ETF$347,5790.0%1,4100.0%ETFLOWLowe's Companies$337,021$887 ▲0.3%1,5190.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$323,3890.0%2,9590.0%ETFVOOVanguard S&P 500 ETF$317,240$90,965 ▲40.2%5580.0%ETFDVNDevon Energy$315,046$19,849 ▲6.7%9,9040.0%EnergyACHRArcher Aviation$281,775$281,775 ▲New Holding25,9700.0%AerospaceBACBank of America$277,532$11,688 ▼-4.0%5,8650.0%FinanceRMDResMed$274,254$516 ▲0.2%1,0630.0%MedicalShowing largest 100 holdings. 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