Ddd Partners, LLC Top Holdings and 13F Report (2025) About Ddd Partners, LLCInvestment ActivityDdd Partners, LLC has $813.74 million in total holdings as of December 31, 2024.Ddd Partners, LLC owns shares of 98 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.39% of the portfolio was purchased this quarter.About 23.52% of the portfolio was sold this quarter.This quarter, Ddd Partners, LLC has purchased 102 new stocks and bought additional shares in 36 stocks.Ddd Partners, LLC sold shares of 49 stocks and completely divested from 9 stocks this quarter.Largest Holdings Berkshire Hathaway $61,698,207Microsoft $57,360,277Apple $41,224,896Amazon.com $39,957,062Costco Wholesale $23,957,782 Largest New Holdings this Quarter General Mills $21,775,797 HoldingOnsemi $10,340,767 HoldingElanco Animal Health $5,973,572 HoldingVanguard Mid-Cap Value ETF $684,449 HoldingiShares S&P 100 ETF $206,239 Holding Largest Purchases this Quarter General Mills 341,474 shares (about $21.78M)Onsemi 164,009 shares (about $10.34M)SPDR S&P 500 ETF Trust 11,541 shares (about $6.76M)Elanco Animal Health 493,276 shares (about $5.97M)Victoryshares Dividend Accelerator ETF 93,402 shares (about $4.75M) Largest Sales this Quarter Chart Industries 105,888 shares (about $20.21M)Ciena 145,651 shares (about $12.35M)Broadcom 49,856 shares (about $11.56M)Berkshire Hathaway 19,505 shares (about $8.84M)InMode 522,863 shares (about $8.73M) 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$61,698,207$8,841,226 ▼-12.5%136,1157.6%FinanceMSFTMicrosoft$57,360,277$5,543,149 ▼-8.8%136,0867.0%Computer and TechnologyAAPLApple$41,224,896$2,850,531 ▼-6.5%164,6235.1%Computer and TechnologyAMZNAmazon.com$39,957,062$6,289,911 ▼-13.6%182,1284.9%Retail/WholesaleCOSTCostco Wholesale$23,957,782$2,008,470 ▼-7.7%26,1472.9%Retail/WholesaleCSCOCisco Systems$23,772,041$666,236 ▼-2.7%401,5552.9%Computer and TechnologyCBChubb$23,297,892$542,653 ▼-2.3%84,3212.9%FinanceORIOld Republic International$23,252,467$394,181 ▼-1.7%642,5112.9%FinanceCMICummins$22,610,196$3,954,867 ▼-14.9%64,8602.8%Auto/Tires/TrucksTGTTarget$22,435,492$1,082,924 ▲5.1%165,9682.8%Retail/WholesaleGOOGAlphabet$22,319,509$1,345,265 ▼-5.7%117,2002.7%Computer and TechnologyABBVAbbVie$22,273,807$1,984,554 ▲9.8%125,3452.7%MedicalAVGOBroadcom$22,120,307$11,558,609 ▼-34.3%95,4122.7%Computer and TechnologyHONHoneywell International$22,016,668$598,836 ▼-2.6%97,4662.7%Multi-Sector ConglomeratesNWPXNorthwest Pipe$21,794,650$271,221 ▼-1.2%451,6092.7%Industrial ProductsGISGeneral Mills$21,775,797$21,775,797 ▲New Holding341,4742.7%Consumer StaplesSOSouthern$21,405,587$567,349 ▼-2.6%260,0292.6%UtilitiesMDTMedtronic$20,290,718$750,393 ▼-3.6%254,0152.5%MedicalCMCSAComcast$20,262,621$499,261 ▼-2.4%539,9052.5%Consumer DiscretionaryQCOMQUALCOMM$18,942,795$3,530,507 ▼-15.7%123,3092.3%Computer and TechnologyCVXChevron$18,359,878$2,971,096 ▼-13.9%126,7602.3%Oils/EnergyNVDANVIDIA$17,479,731$218,221 ▼-1.2%130,1642.1%Computer and TechnologyEXPEExpedia Group$16,350,271$801,592 ▼-4.7%87,7492.0%Retail/WholesaleRELLRichardson Electronics$16,297,599$165,400 ▼-1.0%1,161,6252.0%Computer and TechnologyRTXRTX$15,138,722$848,459 ▼-5.3%130,8221.9%AerospaceJNJJohnson & Johnson$13,955,825$4,166,356 ▼-23.0%96,5001.7%MedicalGTLSChart Industries$13,631,892$20,207,666 ▼-59.7%71,4311.7%Industrial ProductsSPYSPDR S&P 500 ETF Trust$11,060,259$6,763,801 ▲157.4%18,8721.4%FinanceCTRACoterra Energy$10,840,223$4,140,264 ▼-27.6%424,4411.3%Oils/EnergyCIENCiena$10,515,846$12,352,661 ▼-54.0%123,9931.3%Computer and TechnologyONOnsemi$10,340,767$10,340,767 ▲New Holding164,0091.3%Computer and TechnologyINMDInMode$10,136,316$8,731,813 ▼-46.3%606,9651.2%MedicalVSDAVictoryshares Dividend Accelerator ETF$9,464,271$4,747,613 ▲100.7%186,1951.2%ETFLYBLyondellBasell Industries$7,295,457$8,725,895 ▼-54.5%98,2290.9%Basic MaterialsVGSHVanguard Short-Term Treasury Index ETF$6,550,561$669,770 ▲11.4%112,5910.8%ETFDINOHF Sinclair$6,335,715$7,595,483 ▼-54.5%180,7620.8%Oils/EnergyELANElanco Animal Health$5,973,572$5,973,572 ▲New Holding493,2760.7%MedicalVCSHVanguard Short-Term Corporate Bond ETF$5,060,509$516,270 ▲11.4%64,8700.6%ETFGMABGenmab A/S$4,718,164$7,451,403 ▼-61.2%226,0740.6%MedicalIEFiShares 7-10 Year Treasury Bond ETF$3,354,826$461,233 ▲15.9%36,2880.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,292,000$2,206,833 ▲203.4%126,2750.4%ETFTSLATesla$2,821,226$684,913 ▼-19.5%6,9860.3%Auto/Tires/TrucksRACEFerrari$2,750,4140.0%6,4740.3%Auto/Tires/TrucksEXPDExpeditors International of Washington$2,658,4800.0%24,0000.3%TransportationVICARIOUS SURGICAL INC$2,440,746$611,322 ▼-20.0%185,4670.3%COM CL A NEWMETAMeta Platforms$2,095,642$155,753 ▼-6.9%3,5790.3%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,991,306$30,925 ▲1.6%8,5640.2%ETFVFLOVictoryShares Free Cash Flow ETF$1,984,360$29,590 ▲1.5%58,2090.2%ETFXLCCommunication Services Select Sector SPDR Fund$1,814,124$28,075 ▲1.6%18,7390.2%ETFRYAMRayonier Advanced Materials$1,654,538$1,372,982 ▼-45.4%200,5500.2%Basic MaterialsIVViShares Core S&P 500 ETF$1,510,2940.0%2,5660.2%ETFVVisa$1,155,552$8,218 ▲0.7%3,6560.1%Business ServicesFNDASchwab Fundamental U.S. Small Company Index ETF$1,146,575$581,351 ▲102.9%38,6050.1%ETFSNOWSnowflake$984,209$2,282,179 ▼-69.9%6,3740.1%Computer and TechnologyFNDFSchwab Fundamental International Large Company Index ETF$959,872$16,638 ▲1.8%28,9030.1%ETFUBERUber Technologies$894,787$591,317 ▲194.9%14,8340.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$853,629$572,565 ▲203.7%31,2460.1%ETFQQQInvesco QQQ$776,610$278,128 ▲55.8%1,5190.1%FinanceGOOGLAlphabet$739,134$79,686 ▲12.1%3,9050.1%Computer and TechnologyXOMExxon Mobil$722,320$8,605 ▲1.2%6,7150.1%Oils/EnergySYMSymbotic$687,163$56,714 ▼-7.6%28,9820.1%Business ServicesVOEVanguard Mid-Cap Value ETF$684,449$684,449 ▲New Holding4,2310.1%ETFARKGARK Genomic Revolution ETF$669,785$2,975,383 ▼-81.6%28,4470.1%ETFISHARES BITCOIN TRUST ETF$618,775$227,478 ▼-26.9%11,6640.1%SHS BEN INTGWWW.W. Grainger$617,6730.0%5860.1%Industrial ProductsMCOMoody's$611,594$473 ▲0.1%1,2920.1%FinanceCPRTCopart$610,6300.0%10,6400.1%Business ServicesBABoeing$593,166$102,844 ▼-14.8%3,3510.1%AerospaceVTVVanguard Value ETF$590,687$9,819 ▲1.7%3,4890.1%ETFSBUXStarbucks$564,458$103,110 ▲22.3%6,1860.1%Retail/WholesaleETNEaton$557,873$3,982 ▲0.7%1,6810.1%Industrial ProductsNOWServiceNow$556,563$262,910 ▼-32.1%5250.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$449,250$4,175 ▲0.9%7,2100.1%ETFSCHXSchwab US Large-Cap ETF$438,774$268,077 ▲157.0%18,9290.1%ETFXLVHealth Care Select Sector SPDR Fund$428,668$22,699 ▼-5.0%3,1160.1%ETFVUGVanguard Growth ETF$426,541$4,105 ▼-1.0%1,0390.1%ETFADPTAdaptive Biotechnologies$388,158$4,222,989 ▼-91.6%64,7470.0%MedicalDEDeere & Company$388,122$42,371 ▲12.3%9160.0%Industrial ProductsLOWLowe's Companies$372,421$1,481 ▲0.4%1,5090.0%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$370,208$11,066 ▲3.1%3,6800.0%ETFCRWDCrowdStrike$369,875$47,218 ▼-11.3%1,0810.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$344,969$4,033 ▲1.2%2,9940.0%ETFJPMJPMorgan Chase & Co.$339,429$9,109 ▲2.8%1,4160.0%FinanceIWYiShares Russell Top 200 Growth ETF$331,7310.0%1,4100.0%ETFENVXEnovix$322,806$57,035 ▼-15.0%29,6970.0%Oils/EnergyABNBAirbnb$277,801$143,894 ▼-34.1%2,1140.0%Consumer DiscretionaryDHRDanaher$269,033$918 ▲0.3%1,1720.0%MedicalBACBank of America$262,645$2,813 ▲1.1%5,9760.0%FinanceRMDResMed$243,097$457 ▲0.2%1,0630.0%MedicalVTIVanguard Total Stock Market ETF$234,843$3,189 ▲1.4%8100.0%ETFMPMP Materials$216,388$73,663 ▼-25.4%13,8710.0%Basic MaterialsVOOVanguard S&P 500 ETF$214,574$1,078 ▲0.5%3980.0%ETFOEFiShares S&P 100 ETF$206,239$206,239 ▲New Holding7140.0%ETFENPHEnphase Energy$200,820$45,741 ▲29.5%2,9240.0%Oils/EnergyAGNCAGNC Investment$166,314$90,847 ▼-35.3%18,0580.0%FinanceCLIRClearSign Technologies$151,200$14,400 ▼-8.7%105,0000.0%Industrial ProductsDSXDiana Shipping$61,4220.0%31,3380.0%TransportationMVISMicroVision$30,8510.0%23,5500.0%Computer and TechnologyKKellanova$0$23,396,296 ▼-100.0%00.0%Consumer DiscretionaryUPSUnited Parcel Service$0$14,853,834 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
