Ddd Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.45B
Q ending 2026-03-31
Prior quarter
$1.57B
Q ending 2025-12-31
Change
-7.7% QoQ · +76.2% YoY
Positions
135
reported holdings
Largest positions
Top 100 of 135 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp | MSFT | Shares | $426.7M | 1.2M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $54.6M | 114K |
| Apple Inc | AAPL | Shares | $41.9M | 165K |
| Amazon Com Inc | AMZN | Shares | $37.6M | 180K |
| Nwpx Infrastructure Inc | NWPX | Shares | $33.1M | 425K |
| Costco Wholesale Corporation | COST | Shares | $25.7M | 26K |
| Broadcom Inc | AVGO | Shares | $24.7M | 80K |
| Alphabet Inc | GOOG | Shares | $23.3M | 81K |
| Nvidia Corporation | NVDA | Shares | $21.6M | 124K |
| Chevron Corporation | CVX | Shares | $21.5M | 104K |
| Pepsico Inc | PEP | Shares | $21.4M | 138K |
| Cisco Sys Inc | CSCO | Shares | $21.2M | 274K |
| Regeneron Pharmaceuticals | REGN | Shares | $20.8M | 27K |
| Cummins Inc | CMI | Shares | $20.7M | 39K |
| Chubb Ltd Switz | Shares | $20.6M | 63K | |
| Genuine Parts Co | GPC | Shares | $20.5M | 194K |
| Danaher Corp Del | DHR | Shares | $20.4M | 107K |
| Wec Energy Group Inc | WEC | Shares | $20.1M | 174K |
| Bank America Corp | BAC | Shares | $19.9M | 408K |
| Abbvie Inc | ABBV | Shares | $19.9M | 91K |
| Abbott Laboratories | ABT | Shares | $19.9M | 194K |
| Prologis Inc. | PLD | Shares | $19.7M | 149K |
| Qualcomm Inc | QCOM | Shares | $19.6M | 153K |
| Old Rep Intl Corp | ORI | Shares | $19.6M | 492K |
| Cme Group Inc | CME | Shares | $19.5M | 66K |
| Kinder Morgan Inc Del | KMI | Shares | $19.3M | 574K |
| Eastman Chem Co | EMN | Shares | $19.2M | 252K |
| Meta Platforms Inc | META | Shares | $18.6M | 33K |
| Watsco Inc | WSO | Shares | $18.4M | 50K |
| Amrize Ltd | Shares | $18.2M | 325K | |
| Home Depot Inc | HD | Shares | $17.9M | 54K |
| Hubbell Inc | HUBB | Shares | $16.5M | 34K |
| Boeing Co | BA | Shares | $16.1M | 81K |
| Te Connectivity Plc | Shares | $15.6M | 74K | |
| On Semiconductor Corp | ON | Shares | $14.9M | 240K |
| Elanco Animal Health Inc | ELAN | Shares | $14.8M | 618K |
| Servicenow Inc | NOW | Shares | $14.3M | 136K |
| Hf Sinclair Corp | DINO | Shares | $13.5M | 216K |
| Disney Walt Co | DIS | Shares | $13.0M | 135K |
| Element Solutions Inc | ESI | Shares | $12.4M | 364K |
| Richardson Electrs Ltd | RELL | Shares | $12.4M | 1.1M |
| Unitedhealth Group Inc | UNH | Shares | $11.9M | 44K |
| Meritage Homes Corp | MTH | Shares | $11.7M | 189K |
| Vanguard Scottsdale Fds | VGSH | Shares | $11.2M | 191K |
| Spdr Series Trust | SPYM | Shares | $9.9M | 130K |
| Huntington Ingalls Inds Inc | HII | Shares | $9.9M | 26K |
| Microsoft Corp | MSFT | Put | $8.9M | 24K |
| Vanguard Scottsdale Fds | VCSH | Shares | $8.4M | 106K |
| Victory Portfolios Ii | VSDA | Shares | $6.0M | 111K |
| Ishares Tr | IEF | Shares | $5.7M | 60K |
| Align Technology Inc | ALGN | Shares | $4.5M | 26K |
| Baker Hughes Company | BKR | Shares | $4.5M | 74K |
| Schwab Strategic Tr | SCHV | Shares | $4.4M | 143K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.1M | 6K |
| Expeditors Intl Wash Inc | EXPD | Shares | $3.6M | 25K |
| Occidental Pete Corp | OXY | Shares | $3.6M | 55K |
| Sprott Inc | SII | Shares | $3.6M | 25K |
| Unifirst Corp Mass | UNF | Shares | $3.5M | 14K |
| Intuitive Surgical Inc | ISRG | Shares | $3.2M | 7K |
| Pricesmart Inc | PSMT | Shares | $2.8M | 19K |
| Victory Portfolios Ii | VFLO | Shares | $2.8M | 71K |
| Veeva Sys Inc | VEEV | Shares | $2.8M | 16K |
| Mirion Technologies Inc | MIR | Shares | $2.7M | 143K |
| Select Sector Spdr Tr | XLK | Shares | $2.6M | 19K |
| Ferrari N V | Shares | $2.5M | 7K | |
| Select Sector Spdr Tr | XLC | Shares | $2.4M | 22K |
| Symbotic Inc | SYM | Shares | $2.4M | 44K |
| Tesla Inc | TSLA | Shares | $2.2M | 6K |
| Rayonier Advanced Matls Inc | RYAM | Shares | $2.2M | 200K |
| Boise Cascade Co Del | BCC | Shares | $2.1M | 28K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.8M | 47K |
| Ishares Tr | IVV | Shares | $1.7M | 3K |
| Alphabet Inc | GOOGL | Shares | $1.7M | 6K |
| Schwab Strategic Tr | FNDF | Shares | $1.6M | 32K |
| Exxon Mobil Corp | XOM | Shares | $1.4M | 8K |
| Schwab Strategic Tr | FNDA | Shares | $1.4M | 44K |
| Oracle Corp | ORCL | Shares | $1.3M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $1.3M | 4K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Vanguard Index Fds | VTI | Shares | $730K | 2K |
| Johnson & Johnson | JNJ | Shares | $729K | 3K |
| Ww Grainger Inc | GWW | Shares | $646K | 592 |
| Vanguard Index Fds | VTV | Shares | $642K | 3K |
| Eaton Corp Plc | Shares | $603K | 2K | |
| Rtx Corporation | RTX | Shares | $602K | 3K |
| Palantir Technologies Inc | PLTR | Shares | $593K | 4K |
| Ishares Tr | IJH | Shares | $585K | 9K |
| Spdr Series Trust | SDY | Shares | $575K | 4K |
| Procter & Gamble Co | PG | Shares | $568K | 4K |
| Ishares Tr | IJR | Shares | $567K | 5K |
| Moodys Corp | MCO | Shares | $565K | 1K |
| Starbucks Corp | SBUX | Shares | $541K | 6K |
| Ishares Ethereum Tr | ETHA | Shares | $525K | 33K |
| Ishares Gold Tr | IAU | Shares | $513K | 6K |
| Ishares Tr | SGOV | Shares | $495K | 5K |
| Deere & Co | DE | Shares | $492K | 873 |
| American Express Co | AXP | Shares | $488K | 2K |
| Schwab Strategic Tr | SCHF | Shares | $465K | 19K |
| Snowflake Inc | SNOW | Shares | $457K | 3K |
| Schwab Strategic Tr | SCHD | Shares | $454K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.