Institutions / DDD Partners, LLC / Holdings

DDD Partners, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
MICROSOFT CORP	—	$555.66M	1,148,952	35.4%
Warren E. Buffett	—	$57.31M	114,009	3.6%
Apple Inc.	—	$44.69M	164,376	2.8%
Amazon.com Inc	—	$41.45M	179,593	2.6%
Broadcom Inc.	—	$30.14M	87,078	1.9%
NWPX Infrastructure Inc	—	$27.70M	443,345	1.8%
Alphabet Inc.	—	$25.26M	80,487	1.6%
CUMMINS INC	—	$23.55M	46,127	1.5%
Chubb Ltd	—	$22.93M	73,471	1.5%
NVIDIA Corp	—	$22.58M	121,081	1.4%
OLD REPUBLIC INTERNATIONAL CORP	—	$22.38M	490,373	1.4%
BANK OF AMERICA CORP /DE	—	$22.36M	406,530	1.4%
COSTCO WHOLESALE CORP /NEW	—	$22.34M	25,910	1.4%
Meta Platforms Inc	—	$21.72M	32,898	1.4%
ServiceNow Inc	—	$21.66M	141,424	1.4%
Prologis Inc	—	$21.56M	168,886	1.4%
DANAHER CORP /DE	—	$21.22M	92,704	1.4%
CISCO SYSTEMS, INC.	—	$20.99M	272,443	1.3%
Elanco Animal Health Inc	—	$20.98M	927,018	1.3%
QUALCOMM INC/DE	—	$20.29M	118,597	1.3%
AbbVie Inc.	—	$20.25M	88,640	1.3%
PEPSICO INC	—	$19.70M	137,259	1.3%
CHEVRON CORP	—	$19.32M	126,755	1.2%
BROOKFIELD CORP	—	$18.82M	410,009	1.2%
KINDER MORGAN, INC.	—	$18.67M	679,310	1.2%
REGENERON PHARMACEUTICALS, INC.	—	$18.58M	24,074	1.2%
WEC ENERGY GROUP, INC.	—	$18.24M	172,937	1.2%
CME Group Inc	—	$17.94M	65,698	1.1%
Palo Alto Networks Inc	—	$17.18M	93,283	1.1%
VERIZON COMMUNICATIONS INC	—	$17.03M	418,222	1.1%
GENUINE PARTS CO	—	$16.87M	137,233	1.1%
The Boeing Company	—	$16.68M	76,824	1.1%
ABBOTT LABORATORIES	—	$16.31M	130,160	1.0%
HOME DEPOT, INC.	—	$16.04M	46,614	1.0%
EASTMAN CHEMICAL CO	—	$15.43M	241,662	1.0%
HUNTINGTON INGALLS INDUSTRIES, INC.	—	$15.41M	45,321	1.0%
HUBBELL INC	—	$14.83M	33,390	0.9%
THERMO FISHER SCIENTIFIC INC.	—	$13.99M	24,136	0.9%
HF Sinclair Corp	—	$13.41M	290,951	0.9%
CADENCE DESIGN SYSTEMS INC	—	$13.12M	41,968	0.8%
Uber Technologies, Inc	—	$12.95M	158,484	0.8%
RICHARDSON ELECTRONICS, LTD.	—	$12.33M	1,133,092	0.8%
RTX Corp	—	$11.61M	63,326	0.7%
UNITEDHEALTH GROUP INC	—	$9.76M	29,551	0.6%
VANGUARD SCOTTSDALE FDS	—	$9.05M	154,075	0.6%
VANGUARD SCOTTSDALE FDS	—	$7.08M	88,742	0.5%
VICTORY PORTFOLIOS II	—	$5.78M	109,442	0.4%
ISHARES TR	—	$4.75M	49,424	0.3%
ADOBE INC.	—	$4.72M	13,476	0.3%
SPDR S&P 500 ETF TR	—	$4.26M	6,242	0.3%