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CIK: 0001729673
Total reported value
$1.6B
$1.6B
112 檔
16.2%
As reported in its official Q2 2025 Form 13F filing, DDD Partners, LLC's tracked investment portfolio stood at $1.6B with 112 total positions.
In Q2 2025, DDD Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, BRK-B, AMZN) accounted for 16.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.70% | -3.31% | +33.99% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.24% | -0.25% | +6.13% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.09% | +0.16% | +1.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.11% | +0.97% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.40% | — | +3673.01% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.21% | +0.20% | +16.30% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.74% | +0.21% | +0.11% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 2.68% | +0.11% | +2.72% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 2.64% | +0.01% | +29.50% | |
| 10 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 2.52% | -0.08% | +10.14% | |
| 11 | CMI | Cummins Inc | Stock-Industrials | 2.52% | +0.28% | +21.02% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.37% | -0.41% | +11.57% | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.34% | — | +15.99% | |
| 14 | ORI | Old Republic Intl CORP | Stock-Financials | 2.27% | -0.07% | -11.08% | |
| 15 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 2.26% | — | +27.53% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.22% | — | -9.62% | |
| 17 | CB | Chubb Limited | Stock-Financials | 2.20% | -0.08% | -13.10% | |
| 18 | SO | Southern Co/the | Stock-Utilities | 2.16% | — | -12.67% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.14% | — | -10.21% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 2.12% | -1.30% | -5.19% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.05% | +0.21% | +2.37% | |
| 22 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 1.97% | +0.05% | -0.28% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | -0.02% | +9.17% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | -1.17% | +6002.11% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.84% | -1.35% | — | |
| 26 | DINO | Hf Sinclair CORP | Stock-Energy | 1.78% | — | -21.51% | |
| 27 | HUBB | Hubbell Inc | Stock-Industrials | 1.42% | +0.12% | — | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 1.37% | — | +2.50% | |
| 29 | CTRA | Coterra Energy Inc | Stock-Energy | 1.33% | — | +2.34% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.28% | — | +2.99% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.28% | +1.42% | NEW | |
| 32 | RELL | Richardson Elec LTD | Stock-Other | 1.18% | +0.46% | -0.95% | |
| 33 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.15% | -0.17% | — | |
| 34 | HII | Huntington Ingalls Industrie | Stock-Industrials | 1.15% | -0.68% | EXIT | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 1.12% | -0.98% | EXIT | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.03% | — | — | |
| 37 | CIEN | Ciena CORP | Stock-Tech | 0.99% | — | +2.41% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.85% | +0.06% | -2.73% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.33% | — | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.66% | +0.04% | -2.75% | |
| 41 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.56% | -0.30% | +2.73% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.51% | +0.01% | +128.58% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.10% | +1.65% | |
| 44 | SYM | Symbotic Inc | Stock-Industrials | 0.48% | +0.05% | +139.38% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.44% | +0.03% | -2.65% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.39% | -0.19% | +1.87% | |
| 47 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.34% | — | — | |
| 48 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.29% | +0.01% | +0.10% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.12% | -6.32% | |
| 50 | TWLO | Twilio Inc - A | Stock-Tech | 0.25% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +3.5% | +33.99% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +3.3% | +3673.01% | Add |
| 3 | HD | Home Depot Inc | +1.9% | +6002.11% | Add |
| 4 | ABT | Abbott Laboratories | +1.8% | NEW | New buy |
| 5 | HUBB | Hubbell Inc | +1.4% | NEW | New buy |
| 6 | AVGO | Broadcom Inc | +1.3% | +16.30% | Add |
| 7 | TXN | Texas Instruments Inc | +1.3% | NEW | New buy |
| 8 | REGN | Regeneron Pharmaceuticals | +1.2% | NEW | New buy |
| 9 | NOW | Servicenow Inc | +1.1% | +1980.12% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +1% | NEW | New buy |
| 11 | UNH | Unitedhealth Group Inc | +0.8% | NEW | New buy |
| 12 | ELAN | Elanco Animal Health Inc | +0.6% | +10.14% | Add |
| 13 | NVDA | Nvidia CORP | +0.6% | +9.17% | Add |
| 14 | QCOM | Qualcomm Inc | +0.4% | +29.50% | Add |
| 15 | SYM | Symbotic Inc | +0.4% | +139.38% | Add |
| 16 | HII | Huntington Ingalls Industrie | +0.3% | +35.44% | Add |
| 17 | UBER | Uber Technologies Inc | +0.3% | +128.58% | Add |
| 18 | CMI | Cummins Inc | +0.3% | +21.02% | Add |
| 19 | TWLO | Twilio Inc - A | +0.3% | NEW | New buy |
| 20 | ADBE | Adobe Inc | +0.2% | NEW | New buy |
| 21 | CIEN | Ciena CORP | +0.2% | +2.41% | Add |
| 22 | OXY | Occidental Petroleum CORP | +0.2% | +275.02% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | +1.45% | Add |
| 24 | RPD | Rapid7 Inc | +0.1% | NEW | New buy |
| 25 | SOC | Sable Offshore CORP | +0.1% | NEW | New buy |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +2.72% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +2.37% | Add |
| 28 | RTX | Rtx CORP | — | +2.99% | Add |
| 29 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 30 | UPS | United Parcel Service-cl B | -0.2% | +15.99% | Add |
| 31 | LYB | LyondellBasell Industries N.V. | -0.2% | +27.53% | Add |
| 32 | COST | Costco Wholesale CORP | -0.2% | +0.11% | Add |
| 33 | CTRA | Coterra Energy Inc | -0.4% | +2.34% | Add |
| 34 | RELL | Richardson Elec LTD | -0.4% | -0.95% | Trim |
| 35 | CVX | Chevron CORP | -0.4% | +11.57% | Add |
| 36 | CMCSA | Comcast Corp-class A | -0.7% | -9.62% | Trim |
| 37 | SO | Southern Co/the | -0.7% | -12.67% | Trim |
| 38 | ORI | Old Republic Intl CORP | -0.7% | -11.08% | Trim |
| 39 | ABBV | Abbvie Inc | -0.7% | -5.19% | Trim |
| 40 | AAPL | Apple Inc | -0.8% | +0.97% | Add |
| 41 | JNJ | Johnson & Johnson | -0.8% | -10.21% | Trim |
| 42 | CB | Chubb Limited | -0.8% | -13.10% | Trim |
| 43 | GTLS | Chart Industries Inc | -1% | EXIT | Sold out |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | +6.13% | Add |
| 45 | GMAB | Genmab A/s -sp Adr | -1.4% | EXIT | Sold out |
| 46 | ON | On Semiconductor | -1.7% | EXIT | Sold out |
| 47 | TGT | Target CORP | -2% | EXIT | Sold out |
| 48 | INMD | InMode Ltd. | -2.1% | -97.33% | Trim |
| 49 | GIS | General Mills Inc | -2.7% | EXIT | Sold out |
| 50 | MDT | Medtronic plc | -2.7% | 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 112 disclosed positions in Q2 2025.
During Q2 2025, DDD Partners, LLC's top holdings by market value included MSFT (9.7%)、BRK-B (7.2%)、AMZN (4.1%). The largest single position, MSFT, represented 9.7% of total portfolio value.
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Top New Position Initiated
ABT
市值: $17.1M
Top Position Liquidated / Trimmed
MDT
前期市值: $22.2M
In Q2 2025, DDD Partners, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 25 positions, trimming 8 holdings, and fully liquidating 7 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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