DDD Partners, LLC
DDD Partners, LLC reported 166 holdings worth US$1.6B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
DDD Partners, LLC reported 166 holdings worth US$1.6B as of Jun 30, 2026. Largest: Microsoft Corp., Berkshire Hathaway Inc. and Apple Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 166
- Value as reported
- US$1.6B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 1.14M | US$424M | 26.4% |
| Berkshire Hathaway Inc. | 113K | US$56.4M | 3.5% |
| Apple Inc | 166K | US$48.1M | 3.0% |
| Amazon.com, Inc. | 185K | US$44.1M | 2.8% |
| Nwpx Infrastructure, Inc. | 250K | US$37.4M | 2.3% |
| Costco Wholesale Corporation | 33,927 | US$31.7M | 2.0% |
| Alphabet Inc (google) Class C | 88,438 | US$31.6M | 2.0% |
| Broadcom Inc. | 80,758 | US$30.5M | 1.9% |
| Cummins Inc. | 38,457 | US$27.4M | 1.7% |
| Cisco Systems, Inc. | 215K | US$25.2M | 1.6% |
| Danaher Corporation | 132K | US$25.1M | 1.6% |
| Merck & Company, Inc. | 191K | US$24.5M | 1.5% |
| Nvidia Corporation | 118K | US$23.6M | 1.5% |
| Bank Of America Corporation | 408K | US$23.2M | 1.4% |
| Genuine Parts Company | 194K | US$22.9M | 1.4% |
| Texas Instruments Incorporated | 76,410 | US$22.8M | 1.4% |
| Micron Technology, Inc. | 19,682 | US$22.7M | 1.4% |
| Qualcomm Incorporated | 118K | US$21.8M | 1.4% |
| Richardson Electronics, Ltd. | 1.11M | US$21.1M | 1.3% |
| Watsco, Inc. | 50,426 | US$21M | 1.3% |
| Old Republic International Corporation | 503K | US$20.6M | 1.3% |
| Elevance Health, Inc. | 53,145 | US$20.6M | 1.3% |
| Hubbell Inc | 38,740 | US$20.3M | 1.3% |
| Wec Energy Group, Inc. | 173K | US$20.3M | 1.3% |
| Prologis, Inc. | 149K | US$20.2M | 1.3% |
| Regeneron Pharmaceuticals, Inc. | 32,303 | US$20.1M | 1.3% |
| On Semiconductor Corporation | 208K | US$19.7M | 1.2% |
| Brookfield Asset Management Inc | 435K | US$19.5M | 1.2% |
| Meta Platforms, Inc. | 33,197 | US$18.7M | 1.2% |
| Pepsico, Inc. | 138K | US$18.6M | 1.2% |
| Unitedhealth Group Incorporated | 44,518 | US$18.5M | 1.2% |
| Kinder Morgan, Inc. | 574K | US$18.4M | 1.1% |
| Amphenol Corporation | 103K | US$18.2M | 1.1% |
| Eastman Chemical Company | 270K | US$18.1M | 1.1% |
| Boeing Company (the) | 82,623 | US$17.9M | 1.1% |
| Element Solutions Inc. | 363K | US$17.3M | 1.1% |
| Chevron Corporation | 104K | US$17.2M | 1.1% |
| F5, Inc. | 40,697 | US$16.9M | 1.1% |
| Walt Disney Company (the) | 172K | US$16.5M | 1.0% |
| Elanco Animal Health Incorporated | 615K | US$15.1M | 0.94% |
| Hf Sinclair Corporation | 215K | US$15M | 0.93% |
| Humana Inc. | 10,538 | US$4.19M | 0.26% |
| Expeditors International Of Washington, Inc. | 25,291 | US$4.12M | 0.26% |
| Hewlett Packard Enterprise Company | 83,314 | US$3.76M | 0.23% |
| Unifirst Corporation | 14,036 | US$3.71M | 0.23% |
| Pricesmart, Inc. | 18,906 | US$3.69M | 0.23% |
| Symbotic Inc. | 75,791 | US$3.41M | 0.21% |
| Intuitive Surgical, Inc. | 7,923 | US$3.15M | 0.20% |
| Mercadolibre, Inc. | 1,727 | US$2.93M | 0.18% |
| Baker Hughes Company | 52,744 | US$2.93M | 0.18% |
| Veeva Systems Inc. | 15,975 | US$2.84M | 0.18% |
| Sprott Inc. | 25,009 | US$2.81M | 0.18% |
| Occidental Petroleum Corporation | 55,185 | US$2.68M | 0.17% |
| Tesla, Inc. | 5,742 | US$2.42M | 0.15% |
| Visa Inc. | 5,962 | US$2.05M | 0.13% |
| Gilead Sciences, Inc. | 13,827 | US$1.75M | 0.11% |
| Rayonier Advanced Materials Inc. | 200K | US$1.57M | 0.10% |
| Jp Morgan Chase & Co. | 4,318 | US$1.41M | 0.09% |
| Oracle Corporation | 8,656 | US$1.27M | 0.08% |
| Exxon Mobil Corporation | 8,381 | US$1.15M | 0.07% |
| Abbvie Inc. | 4,388 | US$1.1M | 0.07% |
| Home Depot, Inc. (the) | 2,801 | US$988K | 0.06% |
| Sunpower Inc. | 1.38M | US$947K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,829 | US$873K | 0.05% |
| Eli Lilly And Company | 681 | US$817K | 0.05% |
| W.w. Grainger, Inc. | 592 | US$805K | 0.05% |
| Johnson & Johnson | 3,149 | US$800K | 0.05% |
| Advanced Micro Devices Inc | 1,304 | US$758K | 0.05% |
| Lam Research Corporation | 1,649 | US$715K | 0.04% |
| Ge Vernova Inc. | 582 | US$684K | 0.04% |
| Palantir Technologies Inc. | 5,693 | US$664K | 0.04% |
| Starbucks Corporation | 6,017 | US$615K | 0.04% |
| Snowflake Inc. | 2,345 | US$597K | 0.04% |
| Moody's Corporation | 1,295 | US$587K | 0.04% |
| Rtx Corporation | 3,078 | US$584K | 0.04% |
| Procter & Gamble Company (the) | 3,893 | US$571K | 0.04% |
| Arthur J. Gallagher & Co. | 2,458 | US$564K | 0.04% |
| Crowdstrike Holdings, Inc. | 732 | US$559K | 0.03% |
| Deere & Company | 859 | US$545K | 0.03% |
| American Express Company | 1,549 | US$524K | 0.03% |
| Mastercard Incorporated | 1,013 | US$520K | 0.03% |
| Mckesson Corporation | 666 | US$503K | 0.03% |
| Booking Holdings Inc. Common Stock | 2,755 | US$491K | 0.03% |
| Uber Technologies, Inc. | 6,783 | US$489K | 0.03% |
| Netflix, Inc. | 6,841 | US$488K | 0.03% |
| Transdigm Group Inc. | 354 | US$472K | 0.03% |
| Martin Marietta Materials, Inc. | 796 | US$459K | 0.03% |
| Nrg Energy, Inc. | 3,119 | US$456K | 0.03% |
| Quanta Services, Inc. | 624 | US$449K | 0.03% |
| Riot Platforms, Inc. | 16,275 | US$446K | 0.03% |
| Robinhood Markets, Inc. | 4,004 | US$402K | 0.03% |
| Enphase Energy, Inc. | 7,988 | US$393K | 0.02% |
| Ast Spacemobile, Inc. | 4,426 | US$393K | 0.02% |
| Space Exploration Technologies Corp | 2,294 | US$392K | 0.02% |
| Constellation Energy Corporation | 1,488 | US$370K | 0.02% |
| Abbott Laboratories | 3,978 | US$361K | 0.02% |
| Lowe's Companies, Inc. | 1,526 | US$336K | 0.02% |
| Ciena Corporation | 674 | US$331K | 0.02% |
| Sphere Entertainment Co. | 1,888 | US$327K | 0.02% |
| Copart, Inc. | 10,640 | US$300K | 0.02% |
Every holding of DDD Partners, LLC
Source
View original at SEC
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