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CIK: 0001729673
Total reported value
$1.6B
$1.6B
98 檔
14.0%
The Q4 2024 SEC filing reveals that DDD Partners, LLC held a total portfolio value of $1.6B, covering 98 public equity positions.
In Q4 2024, DDD Partners, LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 14.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.58% | -0.25% | -12.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.05% | -3.31% | -8.81% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.07% | +0.11% | -6.47% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.91% | +0.16% | -13.60% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.94% | +0.21% | -7.73% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 2.92% | +0.11% | -2.73% | |
| 7 | CB | Chubb Limited | Stock-Financials | 2.86% | -0.08% | -2.28% | |
| 8 | ORI | Old Republic Intl CORP | Stock-Financials | 2.86% | -0.07% | -1.67% | |
| 9 | CMI | Cummins Inc | Stock-Industrials | 2.78% | +0.28% | -14.89% | |
| 10 | TGT | Target CORP | Stock-Consumer Disc | 2.76% | — | +5.07% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.74% | +0.21% | -5.68% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.74% | -1.30% | +9.78% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 2.72% | +0.20% | -34.32% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 2.71% | — | -2.65% | |
| 15 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 2.68% | +0.05% | -1.23% | |
| 16 | GIS | General Mills Inc | Stock-Consumer Staples | 2.68% | — | — | |
| 17 | SO | Southern Co/the | Stock-Utilities | 2.63% | — | -2.58% | |
| 18 | MDT | Medtronic plc | Stock-Healthcare | 2.49% | — | -3.57% | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.49% | — | -2.40% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 2.33% | +0.01% | -15.71% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 2.26% | -0.41% | -13.93% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | -0.02% | -1.23% | |
| 23 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 2.01% | — | -4.67% | |
| 24 | RELL | Richardson Elec LTD | Stock-Other | 2.00% | +0.46% | -1.00% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.86% | — | -5.31% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | — | -22.99% | |
| 27 | GTLS | Chart Industries Inc | Stock-Industrials | 1.68% | — | -59.72% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.10% | +157.43% | |
| 29 | CTRA | Coterra Energy Inc | Stock-Energy | 1.33% | — | -27.64% | |
| 30 | CIEN | Ciena CORP | Stock-Tech | 1.29% | — | -54.02% | |
| 31 | ON | On Semiconductor | Stock-Tech | 1.27% | +0.21% | — | |
| 32 | INMD | InMode Ltd. | Stock-Other | 1.25% | — | -46.28% | |
| 33 | VSDA | Victoryshares Dividend Accel | ETF-Other | 1.16% | -0.30% | +100.66% | |
| 34 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.90% | — | -54.46% | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.80% | +0.06% | +11.39% | |
| 36 | DINO | Hf Sinclair CORP | Stock-Energy | 0.78% | — | -54.52% | |
| 37 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.73% | -0.08% | — | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | +0.04% | +11.36% | |
| 39 | GMAB | Genmab A/s -sp Adr | Stock-Other | 0.58% | — | -61.23% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.41% | +0.03% | +15.94% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.40% | -0.19% | +203.36% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.01% | -19.53% | |
| 43 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.34% | — | — | |
| 44 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.33% | +0.01% | — | |
| 45 | RBOT | Vicarious Surgical Inc-a | Stock-Other | 0.30% | — | -20.03% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | -0.12% | -6.92% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | -0.10% | +1.58% | |
| 48 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.24% | -0.12% | +1.51% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.22% | -0.11% | +1.57% | |
| 50 | RYAM | Rayonier Advanced Materials | Stock-Other | 0.20% | -0.05% | -45.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GIS | General Mills Inc | +2.7% | NEW | New buy |
| 2 | ON | On Semiconductor | +1.3% | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +157.43% | Add |
| 4 | ELAN | Elanco Animal Health Inc | +0.7% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.7% | -13.60% | Trim |
| 6 | VSDA | Victoryshares Dividend Accel | +0.6% | +100.66% | Add |
| 7 | EXPE | Expedia Group Inc | +0.5% | -4.67% | Trim |
| 8 | CSCO | Cisco Systems Inc | +0.5% | -2.73% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | +0.5% | -5.68% | Trim |
| 10 | HON | Honeywell International Inc | +0.5% | -2.65% | Trim |
| 11 | NWPX | Nwpx Infrastructure Inc | +0.4% | -1.23% | Trim |
| 12 | RELL | Richardson Elec LTD | +0.4% | -1.00% | Trim |
| 13 | NVDA | Nvidia CORP | +0.4% | -1.23% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.2% | -7.73% | Trim |
| 15 | CB | Chubb Limited | +0.2% | -2.28% | Trim |
| 16 | RBOT | Vicarious Surgical Inc-a | +0.2% | -20.03% | Trim |
| 17 | VGSH | Vanguard Short-term Treasury | +0.2% | +11.39% | Add |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +11.36% | Add |
| 19 | CMI | Cummins Inc | +0.1% | -14.89% | Trim |
| 20 | TSLA | Tesla Inc | +0.1% | -19.53% | Trim |
| 21 | TGT | Target CORP | +0.1% | +5.07% | Add |
| 22 | MSFT | Microsoft CORP | +0.1% | -8.81% | Trim |
| 23 | VOE | Vanguard Mid-cap Value ETF | +0.1% | NEW | New buy |
| 24 | UBER | Uber Technologies Inc | +0.1% | +194.85% | Add |
| 25 | RTX | Rtx CORP | 0% | -5.31% | Trim |
| 26 | SO | Southern Co/the | 0% | -2.58% | Trim |
| 27 | AVGO | Broadcom Inc | — | -34.32% | Trim |
| 28 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 29 | CMCSA | Comcast Corp-class A | 0% | -2.40% | Trim |
| 30 | DVN | Devon Energy CORP | 0% | EXIT | Sold out |
| 31 | AVPT | Avepoint Inc | 0% | EXIT | Sold out |
| 32 | MDT | Medtronic plc | -0.1% | -3.57% | Trim |
| 33 | CVX | Chevron CORP | -0.1% | -13.93% | Trim |
| 34 | RYAM | Rayonier Advanced Materials | -0.1% | -45.35% | Trim |
| 35 | SNOW | Snowflake Inc | -0.1% | -69.87% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -12.53% | Trim |
| 37 | CTRA | Coterra Energy Inc | -0.2% | -27.64% | Trim |
| 38 | ARKG | Ark Genomic Revolution ETF | -0.4% | -81.63% | Trim |
| 39 | QCOM | Qualcomm Inc | -0.4% | -15.71% | Trim |
| 40 | ADPT | Adaptive Biotechnologies | -0.4% | -91.58% | Trim |
| 41 | JNJ | Johnson & Johnson | -0.5% | -22.99% | Trim |
| 42 | CIEN | Ciena CORP | -0.5% | -54.02% | Trim |
| 43 | GTLS | Chart Industries Inc | -0.7% | -59.72% | Trim |
| 44 | INMD | InMode Ltd. | -0.8% | -46.28% | Trim |
| 45 | GMAB | Genmab A/s -sp Adr | -1% | -61.23% | Trim |
| 46 | KLIC | Kulicke & Soffa Industries | -1% | EXIT | Sold out |
| 47 | DINO | Hf Sinclair CORP | -1.1% | -54.52% | Trim |
| 48 | LYB | LyondellBasell Industries N.V. | -1.4% | -54.46% | Trim |
| 49 | UPS | United Parcel Service-cl B | -1.6% | EXIT | Sold out |
| 50 | KEL | Kellanova | -2.5% | 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 98 disclosed positions in Q4 2024.
During Q4 2024, DDD Partners, LLC's top holdings by market value included BRK-B (7.6%)、MSFT (7.0%)、AAPL (5.1%). The largest single position, BRK-B, represented 7.6% 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.
Top New Position Initiated
GIS
市值: $21.8M
Top Position Liquidated / Trimmed
KEL
前期市值: $23.4M
In Q4 2024, DDD Partners, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 6 positions, trimming 34 holdings, and fully liquidating 5 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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