Q2 2026 13F · SEC CIK 1729673

DDD Partners, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 164
Top holdings a year, 3 yrs: +14.0%
Assets under management: $2.4B

DDD Partners, LLC is a wealth manager that reported 164 positions worth $1.6B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Microsoft Corp (MSFT, 26.5%), Berkshire Hathaway Inc Del (BRK-B, 3.5%), Apple Inc (AAPL, 3.0%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 20.4% for the S&P 500.

DDD Partners, LLC holdings largest 50 of 164 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

DDD Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MSFTMicrosoft Corp	26.5%	29.6%	1,136,862	-1.4%	$424.1M
BRK-BBerkshire Hathaway Inc Del	3.5%	3.8%	112,658	-1.2%	$56.4M
AAPLApple Inc	3.0%	2.9%	166,144	+0.6%	$48.1M
AMZNAmazon Com Inc	2.8%	2.6%	185,222	+2.7%	$44.1M
NWPXNwpx Infrastructure Inc	2.3%	2.3%	249,520	-41.2%	$37.4M
COSTCostco Wholesale Corporation	2.0%	1.8%	33,927	+31.4%	$31.7M
AVGOBroadcom Inc	1.9%	1.7%	80,758	+1.3%	$30.5M
GOOGAlphabet Inc	1.8%	1.6%	82,077	+1.2%	$29.0M
CMICummins Inc	1.7%	1.4%	38,457	-0.1%	$27.4M
SPLGSpdr Series Trust	1.6%	0.7%	297,704	+129.8%	$26.2M
CSCOCisco Sys Inc	1.6%	1.5%	214,668	-21.5%	$25.2M
DHRDanaher Corp Del	1.6%	1.4%	131,956	+22.8%	$25.1M
MRKMerck & Co Inc	1.5%	—	190,549	—	$24.5M
NVDANvidia Corporation	1.5%	1.5%	118,084	-4.4%	$23.6M
BACBank of Amer Corp	1.5%	1.4%	407,855	+0.0%	$23.2M
GPCGenuine Parts Co	1.4%	1.4%	193,933	-0.1%	$22.9M
TXNTexas Instrs Inc	1.4%	—	76,410	—	$22.8M
MUMicron Technology Inc	1.4%	—	19,682	—	$22.7M
JHXJames Hardie Inds PLC	1.4%	—	866,921	—	$22.7M
QCOMQualcomm Inc	1.4%	1.4%	118,071	-22.6%	$21.8M
CBChubb Limited	1.3%	1.4%	63,209	-0.1%	$21.5M
RELLRichardson Electrs Ltd	1.3%	0.9%	1,110,602	-2.0%	$21.1M
WSOWatsco	1.3%	1.3%	50,426	-0.1%	$21.0M
ORIOld Republic International Corp	1.3%	1.4%	503,157	+2.2%	$20.6M
ELVElevance Health Inc Formerly	1.3%	—	53,145	—	$20.6M
HUBBHubbell Inc	1.3%	1.1%	38,740	+15.1%	$20.3M
WECWec Energy Group Inc	1.3%	1.4%	173,451	-0.1%	$20.3M
PLDPrologis Inc	1.3%	1.4%	148,934	-0.1%	$20.2M
REGNRegeneron Pharmaceuticals	1.3%	1.4%	32,303	+20.0%	$20.1M
ONOn Semiconductor Corp	1.2%	1.0%	208,157	-13.3%	$19.7M
BAMBrookfield Asset Managmt Ltd	1.2%	—	435,175	—	$19.5M
METAMeta Platforms Inc	1.2%	1.3%	33,197	+1.9%	$18.7M
PEPPepsico Inc	1.2%	1.5%	137,578	-0.1%	$18.6M
AMRZAmrize Ltd Shs	1.2%	1.3%	349,483	+7.6%	$18.6M
UNHUnitedhealth Group Inc	1.2%	0.8%	44,518	+1.5%	$18.5M
KMIKinder Morgan Inc Del	1.1%	1.3%	574,012	-0.1%	$18.4M
APHAmphenol Corp	1.1%	—	102,982	—	$18.2M
EMNEastman Chem Co	1.1%	1.3%	269,877	+7.2%	$18.1M
BABoeing Co	1.1%	1.1%	82,623	+2.3%	$17.9M
ESIElement Solutions Inc	1.1%	0.9%	362,553	-0.5%	$17.3M
CVXChevron Corporation	1.1%	1.5%	103,943	-0.1%	$17.2M
FFIVF5 Inc	1.1%	—	40,697	—	$16.9M
DISDisney Walt Co	1.0%	0.9%	171,896	+27.7%	$16.5M
ELANElanco Animal Health Inc	0.9%	1.0%	615,091	-0.5%	$15.1M
DINOHf Sinclair Corp	0.9%	0.9%	215,233	-0.5%	$15.0M
VGSHVanguard Scottsdale Fds	0.8%	0.8%	228,401	+19.3%	$13.3M
VCSHVanguard Scottsdale Fds	0.6%	0.6%	126,003	+19.3%	$10.0M
IEFIshares Tr	0.4%	0.4%	71,108	+19.0%	$6.7M
HUMHumana Inc	0.3%	—	10,538	—	$4.2M
EXPDExpeditors Intl Wash Inc	0.3%	—	25,291	—	$4.1M

What DDD Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SPLG Spdr Series Trust+129.8% shares
COST Costco Wholesale Corporation+31.4% shares
DIS Disney Walt Co+27.7% shares
DHR Danaher Corp Del+22.8% shares
REGN Regeneron Pharmaceuticals+20.0% shares
VCSH Vanguard Scottsdale Fds+19.3% shares
VGSH Vanguard Scottsdale Fds+19.3% shares
IEF Ishares Tr+19.0% shares

Reduced

NWPX Nwpx Infrastructure Inc-41.2% shares
QCOM Qualcomm Inc-22.6% shares
CSCO Cisco Sys Inc-21.5% shares
ON On Semiconductor Corp-13.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +11.8% /yr; S&P 500 +20.1%
3 years: +14.0% /yr; S&P 500 +20.4%
5 years: +7.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	164
Q1 2026	$1.4B	134
Q4 2025	$1.6B	130
Q3 2025	$1.6B	129
Q2 2025	$932.7M	112
Q1 2025	$823.1M	102
Q4 2024	$813.7M	98
Q3 2024	$920.9M	102
Q2 2024	$862.5M	94
Q1 2024	$818.2M	90
Q4 2023	$744.0M	83
Q3 2023	$693.4M	86

Questions about DDD Partners, LLC's portfolio

What stocks does DDD Partners, LLC own?

DDD Partners, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 164 positions worth $1.6B. The largest are Microsoft Corp (MSFT) at 26.5%, Berkshire Hathaway Inc Del (BRK-B) at 3.5%, Apple Inc (AAPL) at 3.0%, Amazon Com Inc (AMZN) at 2.8% and Nwpx Infrastructure Inc (NWPX) at 2.3%.

What did DDD Partners, LLC buy last quarter?

In Q2 2026, DDD Partners, LLC added Spdr Series Trust (SPLG) (+129.8% shares), Costco Wholesale Corporation (COST) (+31.4% shares) and Disney Walt Co (DIS) (+27.7% shares), compared with its Q1 2026 filing.

What did DDD Partners, LLC sell last quarter?

In Q2 2026, DDD Partners, LLC cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Cme Group Inc (CME), cut from its top 50 Home Depot Inc (HD), cut from its top 50 Te Connectivity PLC (TEL), Nwpx Infrastructure Inc (NWPX) (-41.2% shares), Qualcomm Inc (QCOM) (-22.6% shares) and Cisco Sys Inc (CSCO) (-21.5% shares), compared with its Q1 2026 filing.

How has DDD Partners, LLC's portfolio performed?

A portfolio copying DDD Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +11.8% against +20.1%. Over 5 years: +7.6% a year against +11.6%.

When is DDD Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. DDD Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does DDD Partners, LLC manage?

DDD Partners, LLC reported $2.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.