Ddd Partners, LLC Top Holdings and 13F Report (2024) About Ddd Partners, LLCInvestment ActivityDdd Partners, LLC has $920.94 million in total holdings as of September 30, 2024.Ddd Partners, LLC owns shares of 102 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 10.63% of the portfolio was purchased this quarter.About 6.61% of the portfolio was sold this quarter.This quarter, Ddd Partners, LLC has purchased 94 new stocks and bought additional shares in 51 stocks.Ddd Partners, LLC sold shares of 23 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $71,625,661Microsoft $64,216,641Apple $41,009,453Amazon.com $39,277,991Costco Wholesale $25,123,153 Largest New Holdings this Quarter LyondellBasell Industries $20,687,356 HoldingSymbotic $765,212 HoldingServiceNow $691,363 HoldingUber Technologies $378,130 HoldingAvePoint $369,237 Holding Largest Purchases this Quarter Broadcom 127,469 shares (about $21.99M)LyondellBasell Industries 215,718 shares (about $20.69M)Chart Industries 78,347 shares (about $9.73M)HF Sinclair 173,051 shares (about $7.71M)Genmab A/S 230,544 shares (about $5.62M) Largest Sales this Quarter Microsoft 20,382 shares (about $8.77M)Rayonier Advanced Materials 565,491 shares (about $4.84M)Kellanova 40,372 shares (about $3.26M)Southern 28,821 shares (about $2.60M)QUALCOMM 13,701 shares (about $2.33M) 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 PortfolioSectorBRK.BBerkshire Hathaway$71,625,661$591,894 ▲0.8%155,6207.8%FinanceMSFTMicrosoft$64,216,641$8,770,369 ▼-12.0%149,2377.0%Computer and TechnologyAAPLApple$41,009,453$2,174,592 ▼-5.0%176,0064.5%Computer and TechnologyAMZNAmazon.com$39,277,991$42,483 ▲0.1%210,7984.3%Retail/WholesaleCOSTCostco Wholesale$25,123,153$84,220 ▼-0.3%28,3392.7%Retail/WholesaleAVGOBroadcom$25,058,746$21,988,417 ▲716.2%145,2682.7%Computer and TechnologyCBChubb$24,883,731$86,805 ▲0.4%86,2852.7%FinanceQCOMQUALCOMM$24,876,804$2,329,857 ▼-8.6%146,2912.7%Computer and TechnologyCMICummins$24,674,417$85,157 ▲0.3%76,2052.7%Auto/Tires/TrucksTGTTarget$24,619,162$4,111,896 ▲20.1%157,9572.7%Retail/WholesaleSOSouthern$24,070,936$2,599,078 ▼-9.7%266,9212.6%UtilitiesMDTMedtronic$23,714,712$3,023,567 ▲14.6%263,4092.6%MedicalKKellanova$23,396,296$3,258,424 ▼-12.2%289,8812.5%Consumer DiscretionaryORIOld Republic International$23,143,534$80,474 ▲0.3%653,4032.5%FinanceCMCSAComcast$23,107,498$4,317,097 ▲23.0%553,2082.5%Consumer DiscretionaryABBVAbbVie$22,547,674$100,122 ▲0.4%114,1772.4%MedicalGTLSChart Industries$22,012,381$9,725,997 ▲79.2%177,3192.4%Industrial ProductsCSCOCisco Systems$21,969,713$92,709 ▲0.4%412,8092.4%Computer and TechnologyCVXChevron$21,688,925$2,944,226 ▲15.7%147,2732.4%Oils/EnergyGOOGAlphabet$20,775,728$56,845 ▲0.3%124,2642.3%Computer and TechnologyHONHoneywell International$20,695,185$81,444 ▲0.4%100,1172.2%Multi-Sector ConglomeratesLYBLyondellBasell Industries$20,687,356$20,687,356 ▲New Holding215,7182.2%Basic MaterialsNWPXNorthwest Pipe$20,634,745$147,259 ▼-0.7%457,2292.2%Industrial ProductsJNJJohnson & Johnson$20,307,630$104,205 ▲0.5%125,3092.2%MedicalINMDInMode$19,150,585$2,319,608 ▼-10.8%1,129,8282.1%MedicalDINOHF Sinclair$17,715,060$7,712,883 ▲77.1%397,4661.9%Oils/EnergyRTXRTX$16,738,739$127,218 ▲0.8%138,1541.8%AerospaceCIENCiena$16,607,374$57,956 ▲0.4%269,6441.8%Computer and TechnologyNVDANVIDIA$16,004,461$145,242 ▲0.9%131,7891.7%Computer and TechnologyUPSUnited Parcel Service$14,853,834$721,920 ▼-4.6%108,9471.6%TransportationRELLRichardson Electronics$14,479,929$959,386 ▲7.1%1,173,4141.6%Computer and TechnologyGMABGenmab A/S$14,216,295$5,620,663 ▲65.4%583,1131.5%MedicalCTRACoterra Energy$14,047,873$5,378,140 ▲62.0%586,5501.5%Oils/EnergyEXPEExpedia Group$13,625,389$55,359 ▲0.4%92,0511.5%Retail/WholesaleKLICKulicke and Soffa Industries$9,387,356$1,898,484 ▲25.4%208,0071.0%Computer and TechnologyVGSHVanguard Short-Term Treasury Index ETF$5,965,656$900,228 ▲17.8%101,0790.6%ETFVSDAVictoryshares Dividend Accelerator ETF$4,930,076$258,689 ▲5.5%92,7930.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,626,374$692,066 ▲17.6%58,2520.5%ETFSPYSPDR S&P 500 ETF Trust$4,205,999$760,189 ▼-15.3%7,3310.5%FinanceARKGARK Genomic Revolution ETF$3,963,315$54,093 ▼-1.3%154,8170.4%ETFADPTAdaptive Biotechnologies$3,938,130$4,255 ▼-0.1%769,1660.4%MedicalSCHVSchwab U.S. Large-Cap Value ETF$3,345,427$137,755 ▲4.3%41,6250.4%ETFEXPDExpeditors International of Washington$3,153,6000.0%24,0000.3%TransportationRYAMRayonier Advanced Materials$3,141,280$4,840,602 ▼-60.6%366,9720.3%Basic MaterialsIEFiShares 7-10 Year Treasury Bond ETF$3,071,058$473,233 ▲18.2%31,2990.3%ETFRACEFerrari$3,043,4920.0%6,4740.3%Auto/Tires/TrucksSNOWSnowflake$2,429,748$15,391 ▼-0.6%21,1540.3%Computer and TechnologyTSLATesla$2,271,472$22,762 ▼-1.0%8,6820.2%Auto/Tires/TrucksMETAMeta Platforms$2,201,0780.0%3,8450.2%Computer and TechnologyVFLOVictoryShares Free Cash Flow ETF$1,909,441$82,150 ▲4.5%57,3410.2%ETFXLKTechnology Select Sector SPDR Fund$1,903,385$76,307 ▲4.2%8,4310.2%ETFXLCCommunication Services Select Sector SPDR Fund$1,667,790$69,789 ▲4.4%18,4490.2%ETFIVViShares Core S&P 500 ETF$1,479,865$577 ▲0.0%2,5660.2%ETFVICARIOUS SURGICAL INC$1,317,306$86,308 ▼-6.1%231,9200.1%COM CL A NEWFNDASchwab Fundamental U.S. Small Company Index ETF$1,133,681$47,299 ▲4.4%19,0310.1%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,061,400$43,836 ▲4.3%28,4020.1%ETFVVisa$998,154$23,648 ▲2.4%3,6300.1%Business ServicesSCHDSchwab US Dividend Equity ETF$869,621$444,109 ▲104.4%10,2880.1%ETFXOMExxon Mobil$777,720$469 ▲0.1%6,6350.1%Oils/EnergySYMSymbotic$765,212$765,212 ▲New Holding31,3740.1%Business ServicesNOWServiceNow$691,363$691,363 ▲New Holding7730.1%Computer and TechnologyMCOMoody's$612,6960.0%1,2910.1%FinanceGWWW.W. Grainger$608,7430.0%5860.1%Industrial ProductsVTVVanguard Value ETF$598,864$175 ▲0.0%3,4310.1%ETFBABoeing$597,855$82,866 ▲16.1%3,9320.1%AerospaceGOOGLAlphabet$577,901$9,952 ▼-1.7%3,4840.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$576,346$33,167 ▲6.1%15,9520.1%SHS BEN INTCPRTCopart$557,5360.0%10,6400.1%Business ServicesETNEaton$553,173$11,600 ▼-2.1%1,6690.1%Industrial ProductsXLVHealth Care Select Sector SPDR Fund$505,340$25,413 ▲5.3%3,2810.1%ETFSCHXSchwab US Large-Cap ETF$499,649$71,582 ▲16.7%7,3640.1%ETFSBUXStarbucks$492,879$149,930 ▼-23.3%5,0560.1%Retail/WholesaleQQQInvesco QQQ$475,893$148,869 ▲45.5%9750.1%FinanceIJHiShares Core S&P Mid-Cap ETF$445,129$125 ▲0.0%7,1430.0%ETFDVNDevon Energy$411,542$58,602 ▲16.6%10,5200.0%Oils/EnergyLOWLowe's Companies$407,0880.0%1,5030.0%Retail/WholesaleABNBAirbnb$406,933$25,235 ▼-5.8%3,2090.0%Consumer DiscretionaryVUGVanguard Growth ETF$402,8120.0%1,0490.0%ETFUBERUber Technologies$378,130$378,130 ▲New Holding5,0310.0%Computer and TechnologyAVPTAvePoint$369,237$369,237 ▲New Holding31,3710.0%Business ServicesSTIPiShares 0-5 Year TIPS Bond ETF$361,712$65,149 ▲22.0%3,5700.0%ETFIJRiShares Core S&P Small-Cap ETF$346,0850.0%2,9590.0%ETFCRWDCrowdStrike$341,893$43,473 ▲14.6%1,2190.0%Computer and TechnologyDEDeere & Company$340,551$2,921 ▲0.9%8160.0%Industrial ProductsMPMP Materials$328,166$8,843 ▼-2.6%18,5930.0%Basic MaterialsENVXEnovix$326,377$50,688 ▼-13.4%34,9440.0%Oils/EnergyDHRDanaher$324,7270.0%1,1680.0%Multi-Sector ConglomeratesOXYOccidental Petroleum$320,424$320,424 ▲New Holding6,2170.0%Oils/EnergyIWYiShares Russell Top 200 Growth ETF$310,271$310,271 ▲New Holding1,4100.0%ETFAGNCAGNC Investment$292,0640.0%27,9220.0%FinanceJPMJPMorgan Chase & Co.$290,651$76,143 ▲35.5%1,3780.0%FinanceRMDResMed$259,0110.0%1,0610.0%MedicalENPHEnphase Energy$255,199$154,385 ▼-37.7%2,2580.0%Oils/EnergyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$246,223$246,223 ▲New Holding5,9780.0%ETFBACBank of America$234,5880.0%5,9120.0%FinancePFEPfizer$228,754$228,754 ▲New Holding7,9040.0%MedicalVTIVanguard Total Stock Market ETF$226,227$226,227 ▲New Holding7990.0%ETFVOOVanguard S&P 500 ETF$208,839$208,839 ▲New Holding3960.0%ETFCLColgate-Palmolive$206,374$206,374 ▲New Holding1,9880.0%Consumer StaplesCLIRClearSign Technologies$97,7390.0%115,0000.0%Industrial ProductsShowing largest 100 holdings. 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