Ddd Partners, LLC Top Holdings and 13F Report (2026) About Ddd Partners, LLCInvestment ActivityDdd Partners, LLC has $1.45 billion in total holdings as of March 31, 2026.Ddd Partners, LLC owns shares of 134 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 12.43% of the portfolio was purchased this quarter.About 11.24% of the portfolio was sold this quarter.This quarter, Ddd Partners, LLC has purchased 130 new stocks and bought additional shares in 67 stocks.Ddd Partners, LLC sold shares of 31 stocks and completely divested from 21 stocks this quarter.Largest Holdings Microsoft $435,629,904Berkshire Hathaway $54,633,592Apple $41,920,866Amazon.com $37,577,161NWPX Infrastructure $33,065,585 Largest New Holdings this Quarter 942622200 - Watsco $18,369,940 HoldingH2927K103 - AMRIZE LTD $18,195,464 HoldingG87052109 - TE CONNECTIVITY PLC $15,556,104 Holding682189105 - onsemi $14,860,490 Holding254687106 - Walt Disney $12,976,615 Holding Largest Purchases this Quarter Watsco 50,496 shares (about $18.37M)AMRIZE LTD 324,803 shares (about $18.20M)TE CONNECTIVITY PLC 74,424 shares (about $15.56M)onsemi 239,995 shares (about $14.86M)Walt Disney 134,640 shares (about $12.98M) Largest Sales this Quarter RTX 60,207 shares (about $11.61M)Uber Technologies 153,701 shares (about $11.06M)Elanco Animal Health 308,934 shares (about $7.39M)Huntington Ingalls Industries 19,318 shares (about $7.34M)Chevron 22,720 shares (about $4.70M) 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$435,629,904$10,322,194 ▲2.4%1,176,83730.0%Computer and TechnologyBRK.BBerkshire Hathaway$54,633,592$479 ▲0.0%114,0103.8%FinanceAAPLApple$41,920,866$203,794 ▲0.5%165,1792.9%Computer and TechnologyAMZNAmazon.com$37,577,161$173,281 ▲0.5%180,4252.6%Retail/WholesaleNWPXNWPX Infrastructure$33,065,585$1,453,257 ▼-4.2%424,6802.3%IndustrialsCOSTCostco Wholesale$25,728,974$88,683 ▼-0.3%25,8211.8%Retail/WholesaleAVGOBroadcom$24,676,010$2,275,519 ▼-8.4%79,7261.7%Computer and TechnologyGOOGAlphabet$23,273,407$185,024 ▲0.8%81,1321.6%Computer and TechnologyNVDANVIDIA$21,552,899$436,349 ▲2.1%123,5831.5%Computer and TechnologyCVXChevron$21,524,807$4,700,760 ▼-17.9%104,0351.5%EnergyPEPPepsiCo$21,388,092$73,142 ▲0.3%137,7301.5%Consumer StaplesCSCOCisco Systems$21,228,926$90,082 ▲0.4%273,6041.5%Computer and TechnologyREGNRegeneron Pharmaceuticals$20,799,469$2,198,933 ▲11.8%26,9201.4%MedicalCMICummins$20,716,460$4,100,788 ▼-16.5%38,5051.4%Auto/Tires/TrucksCBChubb$20,624,157$3,322,198 ▼-13.9%63,2781.4%FinanceGPCGenuine Parts$20,529,776$6,017,386 ▲41.5%194,1351.4%Retail/WholesaleDHRDanaher$20,380,862$2,804,184 ▲16.0%107,4941.4%MedicalWECWEC Energy Group$20,108,795$87,869 ▲0.4%173,6961.4%UtilitiesBACBank of America$19,882,200$63,863 ▲0.3%407,8401.4%FinanceABBVAbbVie$19,877,866$599,618 ▲3.1%91,3971.4%MedicalABTAbbott Laboratories$19,871,060$6,507,533 ▲48.7%193,5431.4%MedicalPLDPrologis$19,713,325$2,610,026 ▼-11.7%149,1401.4%FinanceQCOMQualcomm$19,647,732$4,374,791 ▲28.6%152,5681.4%Computer and TechnologyORIOld Republic International$19,636,059$70,184 ▲0.4%492,1321.4%FinanceCMECME Group$19,479,809$75,905 ▲0.4%65,9551.3%FinanceKMIKinder Morgan$19,261,141$3,516,123 ▼-15.4%574,4451.3%EnergyEMNEastman Chemical$19,221,879$778,235 ▲4.2%251,8591.3%Basic MaterialsMETAMeta Platforms$18,642,237$179,648 ▼-1.0%32,5841.3%Computer and TechnologyWSOWatsco$18,369,940$18,369,940 ▲New Holding50,4961.3%ConstructionAMRIZE LTD$18,195,464$18,195,464 ▲New Holding324,8031.3%SHSHDHome Depot$17,881,429$2,550,543 ▲16.6%54,3691.2%Retail/WholesaleHUBBHubbell$16,516,345$130,537 ▲0.8%33,6561.1%IndustrialsBABoeing$16,074,121$783,783 ▲5.1%80,7621.1%AerospaceTE CONNECTIVITY PLC$15,556,104$15,556,104 ▲New Holding74,4241.1%ORD SHSONonsemi$14,860,490$14,860,490 ▲New Holding239,9951.0%Computer and TechnologyELANElanco Animal Health$14,790,750$7,392,791 ▼-33.3%618,0841.0%MedicalNOWServiceNow$14,261,875$524,005 ▼-3.5%136,4121.0%Computer and TechnologyDINOHF Sinclair$13,491,511$4,660,902 ▼-25.7%216,2450.9%EnergyDISWalt Disney$12,976,615$12,976,615 ▲New Holding134,6400.9%Consumer DiscretionaryESIElement Solutions$12,441,982$12,441,982 ▲New Holding364,4400.9%Basic MaterialsRELLRichardson Electronics$12,407,3570.0%1,133,0920.9%Computer and TechnologyUNHUnitedHealth Group$11,872,557$3,876,433 ▲48.5%43,8770.8%MedicalMTHMeritage Homes$11,701,550$11,701,550 ▲New Holding189,2230.8%ConstructionVGSHVanguard Short-Term Treasury ETF$11,208,420$2,188,869 ▲24.3%191,4660.8%ETFSPLGSPDR Portfolio S&P 500 ETF$9,916,522$9,916,522 ▲New Holding129,5600.7%ETFHIIHuntington Ingalls Industries$9,878,557$7,338,921 ▼-42.6%26,0030.7%AerospaceVCSHVanguard Short-Term Corporate Bond ETF$8,371,784$1,337,206 ▲19.0%105,6110.6%ETFVSDAVictoryShares Dividend Accelerator ETF$6,047,731$83,059 ▲1.4%110,9660.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$5,704,735$987,709 ▲20.9%59,7730.4%ETFALGNAlign Technology$4,528,495$2,905,739 ▲179.1%26,4160.3%MedicalBKRBaker Hughes$4,489,861$124,725 ▲2.9%73,5440.3%EnergySCHVSchwab U.S. Large-Cap Value ETF$4,364,391$37,942 ▲0.9%143,0950.3%ETFSPYSPDR S&P 500 ETF Trust$4,111,432$52,027 ▲1.3%6,3220.3%FinanceEXPDExpeditors International of Washington$3,622,5730.0%25,2920.2%TransportationOXYOccidental Petroleum$3,574,805$1,076,335 ▼-23.1%54,9970.2%EnergySIISprott$3,564,212$114,463 ▲3.3%24,9420.2%FinanceUNFUniFirst$3,522,763$113,467 ▲3.3%14,0020.2%IndustrialsISRGIntuitive Surgical$3,164,235$229,573 ▲7.8%6,8640.2%MedicalPSMTPriceSmart$2,838,129$2,838,129 ▲New Holding18,8580.2%Retail/WholesaleVFLOVictoryShares Free Cash Flow ETF$2,815,668$235,537 ▲9.1%71,3190.2%ETFVEEVVeeva Systems$2,798,791$2,798,791 ▲New Holding15,9330.2%MedicalMIRMirion Technologies$2,654,466$1,482,590 ▲126.5%142,7900.2%Business ServicesXLKTechnology Select Sector SPDR Fund$2,558,636$17,543 ▲0.7%19,2520.2%ETFRACEFerrari$2,492,346$16,923 ▲0.7%7,3640.2%Auto/Tires/TrucksXLCCommunication Services Select Sector SPDR Fund$2,386,325$21,063 ▲0.9%21,5260.2%ETFSYMSymbotic$2,360,803$66,074 ▲2.9%44,3760.2%Business ServicesTSLATesla$2,249,831$140,150 ▼-5.9%6,0520.2%Auto/Tires/TrucksRYAMRayonier Advanced Materials$2,214,0000.0%200,0000.2%Basic MaterialsBCCBoise Cascade$2,131,764$2,131,764 ▲New Holding28,1050.1%ConstructionISHARES BITCOIN TRUST ETF$1,802,397$241,700 ▲15.5%46,9130.1%SHS BEN INTIVViShares Core S&P 500 ETF$1,726,893$194,635 ▼-10.1%2,6440.1%ETFGOOGLAlphabet$1,714,428$142,054 ▲9.0%5,9620.1%Computer and TechnologyFNDFSchwab Fundamental International Equity ETF$1,587,190$12,869 ▲0.8%32,4380.1%ETFXOMExxonMobil$1,419,549$23,752 ▲1.7%8,3670.1%EnergyFNDASchwab Fundamental U.S. Small Company ETF$1,418,438$12,161 ▲0.9%43,7380.1%ETFORCLOracle$1,275,328$9,562 ▲0.8%8,6690.1%Computer and TechnologyJPMJPMorgan Chase & Co.$1,257,534$496,836 ▲65.3%4,2750.1%FinanceVVisa$1,177,987$11,182 ▲1.0%3,8980.1%Business ServicesVTIVanguard Total Stock Market ETF$730,176$34,969 ▲5.0%2,2760.1%ETFJNJJohnson & Johnson$729,303$403,756 ▲124.0%2,9840.1%MedicalGWWW.W. Grainger$645,760$4,363 ▲0.7%5920.0%IndustrialsVTVVanguard Value ETF$642,163$5,494 ▲0.9%3,2730.0%ETFETNEaton$603,032$12,876 ▲2.2%1,6860.0%IndustrialsRTXRTX$601,689$11,614,585 ▼-95.1%3,1190.0%AerospacePALANTIR TECHNOLOGIES INC$592,580$42,860 ▲7.8%4,0510.0%CL AIJHiShares Core S&P Mid-Cap ETF$585,064$72,525 ▼-11.0%8,6640.0%ETFSDYSPDR S&P Dividend ETF$574,712$574,712 ▲New Holding3,9380.0%ETFPGProcter & Gamble$567,938$567,938 ▲New Holding3,9320.0%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$567,2270.0%4,5630.0%ETFMCOMoody's$565,380$1,309 ▼-0.2%1,2960.0%FinanceSBUXStarbucks$540,634$23,202 ▲4.5%6,0350.0%Retail/WholesaleISHARES ETHEREUM TR$525,239$126,862 ▲31.8%33,1800.0%SHSIAUiShares Gold Trust$512,915$4,672 ▲0.9%5,8180.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$494,831$31,002 ▲6.7%4,9160.0%ETFDEDeere & Company$491,797$23,660 ▲5.1%8730.0%IndustrialsAXPAmerican Express$488,203$488,203 ▲New Holding1,6140.0%FinanceSCHFSchwab International Equity ETF$464,6570.0%18,7740.0%ETFSNOWSnowflake$457,135$183,849 ▼-28.7%3,0310.0%Computer and TechnologySCHDSchwab US Dividend Equity ETF$454,210$399,815 ▼-46.8%14,8050.0%ETFSCHXSchwab US Large-Cap ETF$451,647$3,949 ▼-0.9%17,6150.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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