Ddd Partners, LLC Top Holdings and 13F Report (2026) About Ddd Partners, LLCInvestment ActivityDdd Partners, LLC has $1.75 billion in total holdings as of September 30, 2026.Ddd Partners, LLC owns shares of 162 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 12.92% of the portfolio was purchased this quarter.About 12.86% of the portfolio was sold this quarter.This quarter, Ddd Partners, LLC has purchased 164 new stocks and bought additional shares in 87 stocks.Ddd Partners, LLC sold shares of 38 stocks and completely divested from 20 stocks this quarter.Largest Holdings Microsoft $488,548,938Berkshire Hathaway $65,006,875Apple $57,097,498Amazon.com $48,404,419Danaher $32,900,966 Largest New Holdings this Quarter 494368103 - KIMBERLY-CLARK CORP $19,494,379 Holding92345Y106 - Verisk Analytics $19,314,667 Holding81762P102 - ServiceNow $13,256,939 Holding743315103 - Progressive $5,922,847 Holding81617J301 - Select Water Solutions $4,957,751 Holding Largest Purchases this Quarter KIMBERLY-CLARK CORP 200,086 shares (about $19.49M)Verisk Analytics 115,071 shares (about $19.31M)Amphenol 187,299 shares (about $15.79M)Ciena 38,568 shares (about $13.57M)ServiceNow 98,925 shares (about $13.26M) Largest Sales this Quarter Microsoft 196,139 shares (about $100.60M)Bank of America 400,092 shares (about $21.78M)HF Sinclair 72,689 shares (about $7.80M)NWPX Infrastructure 35,147 shares (about $3.62M)Richardson Electronics 150,636 shares (about $2.67M) 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$488,548,938$100,599,671 ▼-17.1%952,52327.9%TechnologyBRK.BBerkshire Hathaway$65,006,875$8,908,824 ▲15.9%130,5493.7%FinanceAAPLApple$57,097,498$1,768,333 ▲3.2%171,4543.3%TechnologyAMZNAmazon.com$48,404,419$2,256,305 ▲4.9%194,2782.8%Consumer DiscretionaryDHRDanaher$32,900,966$3,666,199 ▲12.5%148,5041.9%HealthcareCOSTCostco Wholesale$32,396,994$1,512,066 ▲4.9%35,5881.9%Consumer StaplesAVGOBroadcom$30,140,329$1,778,786 ▲6.3%85,8231.7%TechnologyGOOGAlphabet$28,794,379$827,321 ▲3.0%84,5051.6%Communication ServicesSPLGSPDR Portfolio S&P 500 ETF$26,682,955$38,956 ▼-0.1%297,2701.5%ETFMETAMeta Platforms$26,045,041$1,971,054 ▲8.2%35,9151.5%Communication ServicesESIElement Solutions$25,803,383$12,649,963 ▲96.2%711,2291.5%MaterialsNVDANVIDIA$25,693,770$1,274,366 ▼-4.7%112,5041.5%TechnologyMRKMerck & Co., Inc.$25,353,979$2,334,696 ▼-8.4%174,4821.4%HealthcareREGNRegeneron Pharmaceuticals$24,709,744$215,349 ▲0.9%32,5871.4%HealthcareGPCGenuine Parts$24,637,873$252,737 ▲1.0%195,9431.4%Consumer DiscretionaryAPHAmphenol$24,470,688$15,789,306 ▲181.9%290,2811.4%TechnologyPEPPepsiCo$22,939,615$5,505,731 ▲31.6%181,0261.3%Consumer StaplesFFIVF5$22,762,053$4,644,563 ▲25.6%51,1301.3%TechnologyJAMES HARDIE INDS PLC$22,251,261$309,491 ▲1.4%879,1491.3%ORD SHSNWPXNWPX Infrastructure$22,086,850$3,621,195 ▼-14.1%214,3731.3%IndustrialsTXNTexas Instruments$21,807,247$405,570 ▲1.9%77,8581.2%TechnologyCVXChevron$21,617,904$391,675 ▲1.8%105,8611.2%EnergyBABoeing$21,310,786$5,938,733 ▲38.6%114,5431.2%IndustrialsDISWalt Disney$21,214,828$3,182,974 ▲17.7%202,2391.2%Communication ServicesQCOMQualcomm$21,205,961$523,777 ▼-2.4%115,2251.2%TechnologyELVElevance Health$21,175,526$511,687 ▲2.5%54,4611.2%HealthcareCBChubb$20,602,677$43,909 ▲0.2%63,3441.2%FinanceWECWEC Energy Group$20,593,411$3,112,997 ▲17.8%204,3401.2%UtilitiesCSCOCisco Systems$20,474,674$2,630,047 ▼-11.4%190,2321.2%TechnologyBAMBrookfield Asset Management$19,632,319$232,217 ▲1.2%440,3841.1%FinancePLDPrologis$19,625,576$287,985 ▲1.5%151,1521.1%Real EstateONonsemi$19,552,576$3,551,548 ▲22.2%254,3591.1%TechnologyKIMBERLY-CLARK CORP$19,494,379$19,494,379 ▲New Holding200,0861.1%COMVRSKVerisk Analytics$19,314,667$19,314,667 ▲New Holding115,0711.1%IndustrialsORIOld Republic International$19,118,907$346,125 ▲1.8%512,4341.1%FinanceMUMicron Technology$18,961,170$2,002,415 ▼-9.6%17,8021.1%TechnologyELANElanco Animal Health$18,701,158$4,929,270 ▲35.8%835,2461.1%HealthcareCMICummins$18,211,675$1,654,057 ▼-8.3%35,2551.0%IndustrialsEMNEastman Chemical$17,751,441$252,617 ▲1.4%273,7731.0%MaterialsKMIKinder Morgan$17,622,554$316,093 ▲1.8%584,4961.0%EnergyRELLRichardson Electronics$17,020,197$2,670,776 ▼-13.6%959,9661.0%TechnologyUNHUnitedHealth Group$16,589,896$248,147 ▲1.5%45,1940.9%HealthcareDINOHF Sinclair$15,297,780$7,800,962 ▼-33.8%142,5440.9%EnergyVGSHVanguard Short-Term Treasury ETF$13,933,895$787,133 ▲6.0%242,0760.8%ETFCIENCiena$13,806,120$13,568,993 ▲5,722.3%39,2420.8%TechnologyNOWServiceNow$13,256,939$13,256,939 ▲New Holding98,9250.8%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$10,330,329$596,601 ▲6.1%133,7260.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,643,771$293,115 ▲4.6%74,3900.4%ETFHPEHewlett Packard Enterprise$6,202,313$879,382 ▲16.5%97,0780.4%TechnologyPGRProgressive$5,922,847$5,922,847 ▲New Holding28,5700.3%FinanceWTTRSelect Water Solutions$4,957,751$4,957,751 ▲New Holding250,5180.3%EnergyHUMHumana$4,746,731$725,746 ▲18.0%12,4400.3%HealthcareEXPDExpeditors International of Washington$4,671,207$1,477 ▲0.0%25,2990.3%IndustrialsISRGIntuitive Surgical$4,457,478$1,235,749 ▲38.4%10,9620.3%HealthcareENPHEnphase Energy$4,384,173$4,120,649 ▲1,563.7%132,8940.3%TechnologyBROOKFIELD BUSINESS CORP$4,268,792$4,268,792 ▲New Holding167,3380.2%CL A SUB VTG SHGOOGLAlphabet$4,107,636$1,599,631 ▲63.8%11,9380.2%Communication ServicesALNYAlnylam Pharmaceuticals$4,096,377$3,925,139 ▲2,292.2%16,6020.2%HealthcareVVisa$3,926,973$1,784,726 ▲83.3%10,9290.2%FinanceVEEVVeeva Systems$3,856,144$703,920 ▼-15.4%13,5090.2%HealthcarePSMTPriceSmart$3,764,389$567,195 ▲17.7%22,2600.2%Consumer StaplesSUNPOWER INC$3,749,256$3,326,114 ▲786.1%12,208,5850.2%COMSYMSymbotic$3,698,794$510,267 ▲16.0%87,9200.2%IndustrialsSIISprott$3,532,693$547,119 ▲18.3%29,5920.2%FinanceMELIMercadoLibre$3,462,246$477,074 ▲16.0%2,0030.2%Consumer DiscretionaryAMDAdvanced Micro Devices$3,047,788$2,250,053 ▲282.1%4,9820.2%TechnologyRACEFerrari$2,734,236$81,713 ▼-2.9%6,9600.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$2,701,101$1,866,729 ▲223.7%5,9210.2%TechnologyLLYEli Lilly and Company$2,636,224$1,848,134 ▲234.5%2,2780.2%HealthcareISHARES BITCOIN TRUST ETF$2,585,332$206,355 ▲8.7%54,6120.1%SHS BEN INTMCKMcKesson$2,398,352$1,829,715 ▲321.8%2,8090.1%HealthcareMAMastercard$2,389,032$1,830,378 ▲327.6%4,3320.1%FinanceAJGArthur J. Gallagher & Co.$2,362,535$1,801,841 ▲321.4%10,3570.1%FinanceLAM RESEARCH CORP$2,315,996$1,774,283 ▲327.5%7,0500.1%COM NEWHDHome Depot$2,157,433$1,360,628 ▲170.8%7,5840.1%Consumer DiscretionaryBKNGBooking$2,131,026$1,682,209 ▲374.8%13,0810.1%Consumer DiscretionaryGE VERNOVA INC$2,112,939$1,559,754 ▲282.0%2,2230.1%COMTSLATesla$2,102,604$65,285 ▲3.2%5,9260.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$2,024,6790.0%2,6440.1%ETFJPMJPMorgan Chase & Co.$2,006,191$577,640 ▲40.4%6,0640.1%FinanceUBERUber Technologies$1,973,842$1,509,139 ▲324.8%28,8110.1%IndustrialsPWRQuanta Services$1,883,860$1,482,929 ▲369.9%2,9320.1%IndustrialsCEGConstellation Energy$1,822,094$1,444,110 ▲382.1%7,1730.1%UtilitiesTDGTransdigm Group$1,820,933$1,437,693 ▲375.1%1,6820.1%IndustrialsROUNDHILL ETF TRUST$1,805,873$1,805,873 ▲New Holding57,8620.1%S&P 500 NO ETFMLMMartin Marietta Materials$1,795,449$1,413,520 ▲370.1%3,7420.1%MaterialsNFLXNetflix$1,771,312$1,295,311 ▲272.1%25,4570.1%Communication ServicesSLBSLB$1,744,371$1,367,035 ▲362.3%35,8040.1%EnergyVSDAVictoryShares Dividend Accelerator ETF$1,741,376$104,521 ▼-5.7%31,0220.1%ETFGILDGilead Sciences$1,723,167$337,747 ▼-16.4%11,5610.1%HealthcareRYAMRayonier Advanced Materials$1,594,0000.0%200,0000.1%MaterialsSPYSPDR S&P 500 ETF Trust$1,547,031$1,398,351 ▼-47.5%2,0290.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,542,395$85,640 ▼-5.3%46,3040.1%ETFNRGNRG Energy$1,444,793$1,146,461 ▲384.3%15,1050.1%UtilitiesEXXONMOBIL HOLDINGS CORP$1,373,454$1,373,454 ▲New Holding8,4390.1%COM SHSXLKTechnology Select Sector SPDR Fund$1,242,967$58,919 ▼-4.5%6,3500.1%ETFORCLOracle$1,193,590$5,080 ▲0.4%8,6930.1%TechnologyVFLOVictoryShares Free Cash Flow ETF$1,182,866$60,763 ▼-4.9%23,1070.1%ETFJNJJohnson & Johnson$1,115,435$281,705 ▲33.8%4,2130.1%HealthcarePALANTIR TECHNOLOGIES INC$964,243$100,633 ▼-9.5%5,1550.1%CL AShowing largest 100 holdings. 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