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DDD Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,749,685,089
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $482,650,588
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $65,006,875
- APPLE INC · COM · 037833100 · shares: $57,097,498
- AMAZON COM INC · COM · 023135106 · shares: $48,404,419
- DANAHER CORP DEL · COM · 235851102 · shares: $32,900,966
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $32,396,994
- BROADCOM INC · COM · 11135F101 · shares: $30,140,329
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $28,794,379
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $26,682,955
- META PLATFORMS INC · CL A · 30303M102 · shares: $26,045,041
Reported holdings
164 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 594918104 | — | 941,023 shares | $482,650,588 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 130,549 shares | $65,006,875 |
| APPLE INC | COM | 037833100 | — | 171,454 shares | $57,097,498 |
| AMAZON COM INC | COM | 023135106 | — | 194,278 shares | $48,404,419 |
| DANAHER CORP DEL | COM | 235851102 | — | 148,504 shares | $32,900,966 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 35,588 shares | $32,396,994 |
| BROADCOM INC | COM | 11135F101 | — | 85,823 shares | $30,140,329 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 84,505 shares | $28,794,379 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 297,270 shares | $26,682,955 |
| META PLATFORMS INC | CL A | 30303M102 | — | 35,915 shares | $26,045,041 |
| ELEMENT SOLUTIONS INC | COM | 28618M106 | — | 711,229 shares | $25,803,383 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 112,504 shares | $25,693,770 |
| MERCK & CO INC | COM | 58933Y105 | — | 174,482 shares | $25,353,979 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 32,587 shares | $24,709,744 |
| GENUINE PARTS CO | COM | 372460105 | — | 195,943 shares | $24,637,873 |
| AMPHENOL CORP | CL A | 032095101 | — | 290,281 shares | $24,470,688 |
| PEPSICO INC | COM | 713448108 | — | 181,026 shares | $22,939,615 |
| F5 INC | COM | 315616102 | — | 51,130 shares | $22,762,053 |
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | — | 879,149 shares | $22,251,261 |
| NWPX INFRASTRUCTURE INC | COM | 667746101 | — | 214,373 shares | $22,086,850 |
| TEXAS INSTRS INC | COM | 882508104 | — | 77,858 shares | $21,807,247 |
| CHEVRON CORPORATION | COM | 166764100 | — | 105,861 shares | $21,617,904 |
| BOEING CO | COM | 097023105 | — | 114,543 shares | $21,310,786 |
| DISNEY WALT CO | COM | 254687106 | — | 202,239 shares | $21,214,828 |
| QUALCOMM INC | COM | 747525103 | — | 115,225 shares | $21,205,961 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 54,461 shares | $21,175,526 |
| CHUBB LIMITED | COM | H1467J104 | — | 63,344 shares | $20,602,677 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 204,340 shares | $20,593,411 |
| CISCO SYS INC | COM | 17275R102 | — | 190,232 shares | $20,474,674 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 440,384 shares | $19,632,319 |
| PROLOGIS INC. | COM | 74340W103 | — | 151,152 shares | $19,625,576 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 254,359 shares | $19,552,576 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 200,086 shares | $19,494,379 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 115,071 shares | $19,314,667 |
| OLD REP INTL CORP | COM | 680223104 | — | 512,434 shares | $19,118,907 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 17,802 shares | $18,961,170 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | — | 835,246 shares | $18,701,158 |
| CUMMINS INC | COM | 231021106 | — | 35,255 shares | $18,211,675 |
| EASTMAN CHEM CO | COM | 277432100 | — | 273,773 shares | $17,751,441 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 584,496 shares | $17,622,554 |
| RICHARDSON ELECTRS LTD | COM | 763165107 | — | 959,966 shares | $17,020,197 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 45,194 shares | $16,589,896 |
| HF SINCLAIR CORP | COM | 403949100 | — | 142,544 shares | $15,297,780 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 242,076 shares | $13,933,895 |
| CIENA CORP | COM NEW | 171779309 | — | 39,242 shares | $13,806,120 |
| SERVICENOW INC | COM | 81762P102 | — | 98,925 shares | $13,256,939 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 133,726 shares | $10,330,329 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 74,390 shares | $6,643,771 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 97,078 shares | $6,202,313 |
| PROGRESSIVE CORP | COM | 743315103 | — | 28,570 shares | $5,922,847 |
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | — | 250,518 shares | $4,957,751 |
| HUMANA INC | COM | 444859102 | — | 12,440 shares | $4,746,731 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 25,299 shares | $4,671,207 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 10,962 shares | $4,457,478 |
| ENPHASE ENERGY INC | COM | 29355A107 | — | 132,894 shares | $4,384,173 |
| BROOKFIELD BUSINESS CORP | CL A SUB VTG SH | 113006100 | — | 167,338 shares | $4,268,792 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 11,938 shares | $4,107,636 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 16,602 shares | $4,096,377 |
| VISA INC | COM CL A | 92826C839 | — | 10,929 shares | $3,926,973 |
| MICROSOFT CORP | COM | 594918104 | PUT | 7,600 shares | $3,898,040 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 13,509 shares | $3,856,144 |
| PRICESMART INC | COM | 741511109 | — | 22,260 shares | $3,764,389 |
| SUNPOWER INC | COM | 20460L104 | — | 12,208,585 shares | $3,749,256 |
| SYMBOTIC INC | CLASS A COM | 87151X101 | — | 87,920 shares | $3,698,794 |
| SPROTT INC | COM NEW | 852066208 | — | 29,592 shares | $3,532,693 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 2,003 shares | $3,462,246 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 4,982 shares | $3,047,788 |
| FERRARI N V | COM | N3167Y103 | — | 6,960 shares | $2,734,236 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 5,921 shares | $2,701,101 |
| ELI LILLY & CO | COM | 532457108 | — | 2,278 shares | $2,636,224 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 54,612 shares | $2,585,332 |
| MCKESSON CORP | COM | 58155Q103 | — | 2,809 shares | $2,398,352 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 4,332 shares | $2,389,032 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 10,357 shares | $2,362,535 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 7,050 shares | $2,315,996 |
| HOME DEPOT INC | COM | 437076102 | — | 7,584 shares | $2,157,433 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 13,081 shares | $2,131,026 |
| GE VERNOVA INC | COM | 36828A101 | — | 2,223 shares | $2,112,939 |
| TESLA INC | COM | 88160R101 | — | 5,926 shares | $2,102,604 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 2,644 shares | $2,024,679 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 6,064 shares | $2,006,191 |
| MICROSOFT CORP | COM | 594918104 | PUT | 3,900 shares | $2,000,310 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 28,811 shares | $1,973,842 |
| QUANTA SVCS INC | COM | 74762E102 | — | 2,932 shares | $1,883,860 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 7,173 shares | $1,822,094 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 1,682 shares | $1,820,933 |
| ROUNDHILL ETF TRUST | S&P 500 NO ETF | 77926X833 | — | 57,862 shares | $1,805,873 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 3,742 shares | $1,795,449 |
| NETFLIX INC. | COM | 64110L106 | — | 25,457 shares | $1,771,312 |
| SLB LIMITED | COM STK | 806857108 | — | 35,804 shares | $1,744,371 |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | 92647N667 | — | 31,022 shares | $1,741,376 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 11,561 shares | $1,723,167 |
| RAYONIER ADVANCED MATLS INC | COM | 75508B104 | — | 200,000 shares | $1,594,000 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,029 shares | $1,547,031 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 46,304 shares | $1,542,395 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 15,105 shares | $1,444,793 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 8,439 shares | $1,373,454 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 6,350 shares | $1,242,967 |
| ORACLE CORP | COM | 68389X105 | — | 8,693 shares | $1,193,590 |
| VICTORY PORTFOLIOS II | SHS FR CA FL ETF | 92647X830 | — | 23,107 shares | $1,182,866 |