13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001729673
Total reported value
$1.6B
$1.6B
90 檔
13.3%
The Q1 2024 SEC filing reveals that DDD Partners, LLC held a total portfolio value of $1.6B, covering 90 public equity positions.
During Q1 2024, DDD Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AMZN) accounted for 13.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.87% | -0.25% | +1.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.35% | -3.31% | +17.44% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.61% | +0.16% | +8.37% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.87% | +0.11% | +0.15% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 3.29% | +0.01% | +9.25% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.87% | +0.20% | -17.17% | |
| 7 | TGT | Target CORP | Stock-Consumer Disc | 2.84% | — | +101.48% | |
| 8 | INMD | InMode Ltd. | Stock-Other | 2.80% | — | -13.63% | |
| 9 | CMI | Cummins Inc | Stock-Industrials | 2.72% | +0.28% | +0.82% | |
| 10 | CB | Chubb Limited | Stock-Financials | 2.71% | -0.08% | +0.61% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.59% | +0.21% | +0.47% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 2.58% | — | — | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.52% | -1.30% | -14.36% | |
| 14 | CSCO | Cisco Systems Inc | Stock-Tech | 2.50% | +0.11% | +14.00% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 2.49% | — | — | |
| 16 | F | Ford Motor Co | Stock-Consumer Disc | 2.47% | — | +81.17% | |
| 17 | PPG | Ppg Industries Inc | Stock-Materials | 2.45% | — | — | |
| 18 | CVX | Chevron CORP | Stock-Energy | 2.45% | -0.41% | +153.33% | |
| 19 | MDT | Medtronic plc | Stock-Healthcare | 2.44% | — | +5.45% | |
| 20 | ORI | Old Republic Intl CORP | Stock-Financials | 2.43% | -0.07% | -20.75% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.40% | — | +8.27% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.37% | — | +0.80% | |
| 23 | KEL | Kellanova | Stock-Other | 2.30% | — | +17.79% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.28% | +0.21% | +0.38% | |
| 25 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 1.96% | +0.05% | -2.14% | |
| 26 | ALK | Alaska Air Group Inc | Stock-Industrials | 1.91% | — | +33.88% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.71% | +0.14% | -20.36% | |
| 28 | BKR | Baker Hughes Co | Stock-Energy | 1.64% | -0.13% | +23.54% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.62% | — | +1.74% | |
| 30 | CIEN | Ciena CORP | Stock-Tech | 1.61% | — | -12.74% | |
| 31 | CTRA | Coterra Energy Inc | Stock-Energy | 1.42% | — | +0.87% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | -0.02% | — | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 1.30% | +1.42% | NEW | |
| 34 | RELL | Richardson Elec LTD | Stock-Other | 1.20% | +0.46% | +55.11% | |
| 35 | VNM | Vaneck Vietnam ETF | ETF-Other | 1.15% | — | -1.00% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | -0.10% | -83.36% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.60% | +0.06% | -27.83% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.57% | -0.19% | +8.26% | |
| 39 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.56% | +0.01% | -1.52% | |
| 40 | RYAM | Rayonier Advanced Materials | Stock-Other | 0.56% | -0.05% | -2.92% | |
| 41 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.52% | -0.30% | +9.42% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.45% | +0.04% | +3.05% | |
| 43 | SNOW | Snowflake Inc | Stock-Tech | 0.42% | +0.01% | -0.66% | |
| 44 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.36% | +0.01% | -0.12% | |
| 45 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.34% | — | — | |
| 46 | ADPT | Adaptive Biotechnologies | Stock-Other | 0.29% | — | -7.64% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.29% | +0.03% | — | |
| 48 | ✓ | Stock-Other | 0.25% | — | +4.07% | ||
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.12% | -0.13% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.20% | -0.10% | +7.95% |
According to official SEC Form 13F filings, DDD Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 90 disclosed positions in Q1 2024.
During Q1 2024, DDD Partners, LLC's top holdings by market value included BRK-B (7.9%)、MSFT (6.3%)、AMZN (4.6%). The largest single position, BRK-B, represented 7.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, DDD Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.