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CIK: 0001729673
Total reported value
$1.6B
$1.6B
102 檔
15.0%
During the Q3 2024 filing period, DDD Partners, LLC (CIK: 0001729673) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 102 reported positions.
In Q3 2024, DDD Partners, LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.78% | -0.25% | +0.83% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.97% | -3.31% | -12.02% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.45% | +0.11% | -5.04% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.27% | +0.16% | +0.11% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.73% | +0.21% | -0.33% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.72% | +0.20% | +716.16% | |
| 7 | CB | Chubb Limited | Stock-Financials | 2.70% | -0.08% | +0.35% | |
| 8 | QCOM | Qualcomm Inc | Stock-Tech | 2.70% | +0.01% | -8.56% | |
| 9 | CMI | Cummins Inc | Stock-Industrials | 2.68% | +0.28% | +0.35% | |
| 10 | TGT | Target CORP | Stock-Consumer Disc | 2.67% | — | +20.05% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 2.61% | — | -9.75% | |
| 12 | MDT | Medtronic plc | Stock-Healthcare | 2.58% | — | +14.61% | |
| 13 | KEL | Kellanova | Stock-Other | 2.54% | — | -12.22% | |
| 14 | ORI | Old Republic Intl CORP | Stock-Financials | 2.51% | -0.07% | +0.35% | |
| 15 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.51% | — | +22.98% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 2.45% | -1.30% | +0.45% | |
| 17 | GTLS | Chart Industries Inc | Stock-Industrials | 2.39% | — | +79.16% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 2.39% | +0.11% | +0.42% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 2.36% | -0.41% | +15.71% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.26% | +0.21% | +0.27% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 2.25% | — | +0.40% | |
| 22 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 2.25% | — | — | |
| 23 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 2.24% | +0.05% | -0.71% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.21% | — | +0.52% | |
| 25 | INMD | InMode Ltd. | Stock-Other | 2.08% | — | -10.80% | |
| 26 | DINO | Hf Sinclair CORP | Stock-Energy | 1.92% | — | +77.11% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 1.82% | — | +0.77% | |
| 28 | CIEN | Ciena CORP | Stock-Tech | 1.80% | — | +0.35% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | -0.02% | +0.92% | |
| 30 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.61% | — | -4.63% | |
| 31 | RELL | Richardson Elec LTD | Stock-Other | 1.57% | +0.46% | +7.10% | |
| 32 | GMAB | Genmab A/s -sp Adr | Stock-Other | 1.54% | — | +65.39% | |
| 33 | CTRA | Coterra Energy Inc | Stock-Energy | 1.53% | — | +62.03% | |
| 34 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.48% | — | +0.41% | |
| 35 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 1.02% | — | +25.35% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.65% | +0.06% | +17.77% | |
| 37 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.54% | -0.30% | +5.54% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.50% | +0.04% | +17.59% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.10% | -15.31% | |
| 40 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.43% | +0.01% | -1.35% | |
| 41 | ADPT | Adaptive Biotechnologies | Stock-Other | 0.43% | — | -0.11% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.36% | -0.19% | +4.29% | |
| 43 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.34% | +0.01% | — | |
| 44 | RYAM | Rayonier Advanced Materials | Stock-Other | 0.34% | -0.05% | -60.64% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.33% | +0.03% | +18.22% | |
| 46 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.33% | — | — | |
| 47 | SNOW | Snowflake Inc | Stock-Tech | 0.26% | +0.01% | -0.63% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.01% | -0.99% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.12% | — | |
| 50 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.21% | -0.12% | +4.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LYB | LyondellBasell Industries N.V. | +2.3% | NEW | New buy |
| 2 | GTLS | Chart Industries Inc | +0.7% | +79.16% | Add |
| 3 | DINO | Hf Sinclair CORP | +0.5% | +77.11% | Add |
| 4 | GMAB | Genmab A/s -sp Adr | +0.5% | +65.39% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +0.83% | Add |
| 6 | MDT | Medtronic plc | +0.5% | +14.61% | Add |
| 7 | CMCSA | Comcast Corp-class A | +0.5% | +22.98% | Add |
| 8 | NWPX | Nwpx Infrastructure Inc | +0.4% | -0.71% | Trim |
| 9 | TGT | Target CORP | +0.4% | +20.05% | Add |
| 10 | CTRA | Coterra Energy Inc | +0.4% | +62.03% | Add |
| 11 | KEL | Kellanova | +0.3% | -12.22% | Trim |
| 12 | CIEN | Ciena CORP | +0.3% | +0.35% | Add |
| 13 | CMI | Cummins Inc | +0.2% | +0.35% | Add |
| 14 | RTX | Rtx CORP | +0.2% | +0.77% | Add |
| 15 | ABBV | Abbvie Inc | +0.2% | +0.45% | Add |
| 16 | ORI | Old Republic Intl CORP | +0.2% | +0.35% | Add |
| 17 | CB | Chubb Limited | +0.2% | +0.35% | Add |
| 18 | EXPE | Expedia Group Inc | +0.1% | +0.41% | Add |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +0.42% | Add |
| 20 | ADPT | Adaptive Biotechnologies | +0.1% | -0.11% | Trim |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.52% | Add |
| 22 | SYM | Symbotic Inc | +0.1% | NEW | New buy |
| 23 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 24 | KLIC | Kulicke & Soffa Industries | +0.1% | +25.35% | Add |
| 25 | VGSH | Vanguard Short-term Treasury | +0.1% | +17.77% | Add |
| 26 | RELL | Richardson Elec LTD | +0.1% | +7.10% | Add |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +17.59% | Add |
| 28 | CVX | Chevron CORP | +0.1% | +15.71% | Add |
| 29 | VSDA | Victoryshares Dividend Accel | +0.1% | +5.54% | Add |
| 30 | TSLA | Tesla Inc | +0.1% | -0.99% | Trim |
| 31 | IEF | Ishares 7-10 Year Treasury B | 0% | +18.22% | Add |
| 32 | SCHD | Schwab US Dvd Equity ETF | 0% | +104.37% | Add |
| 33 | SO | Southern Co/the | -0.1% | -9.75% | Trim |
| 34 | INFNEUR | Infinera CORP | -0.1% | EXIT | Sold out |
| 35 | COST | Costco Wholesale CORP | -0.1% | -0.33% | Trim |
| 36 | SNOW | Snowflake Inc | -0.1% | -0.63% | Trim |
| 37 | AAPL | Apple Inc | -0.1% | -5.04% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -15.31% | Trim |
| 39 | UPS | United Parcel Service-cl B | -0.2% | -4.63% | Trim |
| 40 | HON | Honeywell International Inc | -0.2% | +0.40% | Add |
| 41 | RYAM | Rayonier Advanced Materials | -0.3% | -60.64% | Trim |
| 42 | F | Ford Motor Co | -0.3% | EXIT | Sold out |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | +0.27% | Add |
| 44 | AMZN | Amazon.com Inc | -0.5% | +0.11% | Add |
| 45 | AVGO | Broadcom Inc | -0.6% | +716.16% | Add |
| 46 | INMD | InMode Ltd. | -0.6% | -10.80% | Trim |
| 47 | QCOM | Qualcomm Inc | -1% | -8.56% | Trim |
| 48 | ALK | Alaska Air Group Inc | -1.3% | EXIT | Sold out |
| 49 | MSFT | Microsoft CORP | -1.8% | -12.02% | Trim |
| 50 | PPG | Ppg Industries Inc | -2% | EXIT | Sold out |
According to official SEC Form 13F filings, DDD Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 102 disclosed positions in Q3 2024.
During Q3 2024, DDD Partners, LLC's top holdings by market value included BRK-B (7.8%)、MSFT (7.0%)、AAPL (4.5%). The largest single position, BRK-B, represented 7.8% 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 terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 15.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
LYB
市值: $20.7M
Top Position Liquidated / Trimmed
PPG
前期市值: $17.5M
In Q3 2024, DDD Partners, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 14 holdings, and fully liquidating 4 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.
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