Institutions / DDD Partners, LLC

DDD Partners, LLC

CIK 1729673 · Institution · as of Dec 31, 2025
Portfolio value
$1.57B
Positions
130
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 130 →
CompanyClassValueShares% of portfolio
Microsoft Corp$555.66M1,148,95235.4%
Warren E. Buffett$57.31M114,0093.6%
Apple Inc.$44.69M164,3762.8%
Amazon.com Inc$41.45M179,5932.6%
Broadcom Inc.$30.14M87,0781.9%
NWPX Infrastructure Inc$27.70M443,3451.8%
Alphabet Inc.$25.26M80,4871.6%
Cummins Inc$23.55M46,1271.5%
Chubb Ltd$22.93M73,4711.5%
NVIDIA Corp$22.58M121,0811.4%
Old Republic International Corp$22.38M490,3731.4%
Bank of America Corp /De$22.36M406,5301.4%
Costco Wholesale Corp /New$22.34M25,9101.4%
Meta Platforms Inc$21.72M32,8981.4%
ServiceNow Inc$21.66M141,4241.4%
Prologis Inc$21.56M168,8861.4%
Danaher Corp /De$21.22M92,7041.4%
Cisco Systems, Inc.$20.99M272,4431.3%
Elanco Animal Health Inc$20.98M927,0181.3%
Qualcomm INC/DE$20.29M118,5971.3%
AbbVie Inc.$20.25M88,6401.3%
Pepsico Inc$19.70M137,2591.3%
Chevron Corp$19.32M126,7551.2%
Brookfield Corp$18.82M410,0091.2%
Kinder Morgan, Inc.$18.67M679,3101.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.