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CIK: 0001729673
Total reported value
$1.6B
$1.6B
94 檔
15.6%
At the close of Q2 2024, DDD Partners, LLC disclosed equity holdings valued at approximately $1.6B, spread across 94 reported holdings.
During Q2 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 MSFT, BRK-B, AMZN) accounted for 15.6% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.79% | -3.31% | +37.28% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.28% | -0.25% | +0.74% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.72% | +0.16% | +0.66% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.53% | +0.11% | +0.25% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 3.69% | +0.01% | +0.51% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.31% | +0.20% | +0.34% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.80% | +0.21% | -1.64% | |
| 8 | INMD | InMode Ltd. | Stock-Other | 2.68% | — | +19.42% | |
| 9 | SO | Southern Co/the | Stock-Utilities | 2.66% | — | +0.58% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.64% | +0.21% | +1.29% | |
| 11 | CB | Chubb Limited | Stock-Financials | 2.54% | -0.08% | +0.44% | |
| 12 | HON | Honeywell International Inc | Stock-Industrials | 2.47% | — | +0.50% | |
| 13 | CMI | Cummins Inc | Stock-Industrials | 2.44% | +0.28% | +0.62% | |
| 14 | ORI | Old Republic Intl CORP | Stock-Financials | 2.33% | -0.07% | +0.57% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.31% | -0.41% | +0.28% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 2.26% | +0.11% | +0.37% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 2.26% | -1.30% | +0.32% | |
| 18 | TGT | Target CORP | Stock-Consumer Disc | 2.26% | — | +0.39% | |
| 19 | KEL | Kellanova | Stock-Other | 2.21% | — | +0.45% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.11% | — | +0.32% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 2.10% | — | +0.36% | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.04% | — | +0.40% | |
| 23 | PPG | Ppg Industries Inc | Stock-Materials | 2.03% | — | +0.57% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.02% | +915.50% | |
| 25 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 1.81% | +0.05% | -0.58% | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.81% | — | — | |
| 27 | GTLS | Chart Industries Inc | Stock-Industrials | 1.66% | — | — | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.60% | — | +1.12% | |
| 29 | RELL | Richardson Elec LTD | Stock-Other | 1.51% | +0.46% | +2.97% | |
| 30 | CIEN | Ciena CORP | Stock-Tech | 1.50% | — | +1.04% | |
| 31 | DINO | Hf Sinclair CORP | Stock-Energy | 1.39% | — | — | |
| 32 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.34% | — | — | |
| 33 | ALK | Alaska Air Group Inc | Stock-Industrials | 1.32% | — | -22.21% | |
| 34 | CTRA | Coterra Energy Inc | Stock-Energy | 1.12% | — | -13.26% | |
| 35 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.03% | — | — | |
| 36 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 0.95% | — | — | |
| 37 | RYAM | Rayonier Advanced Materials | Stock-Other | 0.59% | -0.05% | -2.06% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.58% | +0.06% | +0.82% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.10% | -18.40% | |
| 40 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.49% | -0.30% | +3.23% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.44% | +0.04% | +4.54% | |
| 42 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.43% | +0.01% | -1.47% | |
| 43 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.35% | +0.01% | -0.05% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.34% | -0.19% | -34.83% | |
| 45 | SNOW | Snowflake Inc | Stock-Tech | 0.33% | +0.01% | -0.69% | |
| 46 | ADPT | Adaptive Biotechnologies | Stock-Other | 0.32% | — | +4.09% | |
| 47 | F | Ford Motor Co | Stock-Consumer Disc | 0.31% | — | -85.85% | |
| 48 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.31% | — | — | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.29% | +0.03% | +5.66% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | -0.12% | +1.29% |
According to official SEC Form 13F filings, DDD Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 94 disclosed positions in Q2 2024.
During Q2 2024, DDD Partners, LLC's top holdings by market value included MSFT (8.8%)、BRK-B (7.3%)、AMZN (4.7%). The largest single position, MSFT, represented 8.8% 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 Q2 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.
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