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
134 檔
37.6%
According to the latest 13F quarterly dataset, DDD Partners, LLC managed an equity portfolio of $1.6B at the end of Q1 2026, spanning 134 distinct U.S. exchange-listed positions.
In Q1 2026, DDD Partners, LLC displayed an active expansion posture, initiating 25 new positions and adding to 67 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 30.03% | -3.31% | +2.43% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.77% | -0.25% | +0.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.11% | +0.49% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | +0.16% | +0.46% | |
| 5 | NWPX | Nwpx Infrastructure Inc | Stock-Other | 2.28% | +0.05% | -4.21% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.77% | +0.21% | -0.34% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.70% | +0.20% | -8.44% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.60% | +0.21% | +0.80% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | -0.02% | +2.07% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.48% | -0.41% | -17.92% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.47% | -0.31% | +0.34% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 1.46% | +0.11% | +0.43% | |
| 13 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.43% | -0.17% | +11.82% | |
| 14 | CMI | Cummins Inc | Stock-Industrials | 1.43% | +0.28% | -16.52% | |
| 15 | CB | Chubb Limited | Stock-Financials | 1.42% | -0.08% | -13.87% | |
| 16 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.42% | +0.01% | +41.46% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 1.41% | +0.16% | +15.95% | |
| 18 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.39% | -0.13% | +0.44% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.37% | +0.08% | +0.32% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.37% | -1.30% | +3.11% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.37% | -1.35% | +48.70% | |
| 22 | PLD | Prologis Inc | Stock-Real Estate | 1.36% | -0.10% | -11.69% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 1.35% | +0.01% | +28.64% | |
| 24 | ORI | Old Republic Intl CORP | Stock-Financials | 1.35% | -0.07% | +0.36% | |
| 25 | CME | Cme Group Inc | Stock-Financials | 1.34% | -1.34% | EXIT | |
| 26 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.33% | -0.19% | -15.44% | |
| 27 | EMN | Eastman Chemical Co | Stock-Materials | 1.33% | -0.20% | +4.22% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.12% | -0.95% | |
| 29 | WSO | Watsco Inc | Stock-Industrials | 1.27% | +0.04% | — | |
| 30 | AMRZ | Amrize Ltd | Stock-Materials | 1.25% | -0.09% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | -1.17% | +16.64% | |
| 32 | HUBB | Hubbell Inc | Stock-Industrials | 1.14% | +0.12% | +0.80% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 1.11% | +0.01% | +5.13% | |
| 34 | TEL | TE Connectivity plc | Stock-Tech | 1.07% | -1.07% | EXIT | |
| 35 | ON | On Semiconductor | Stock-Tech | 1.02% | +0.21% | — | |
| 36 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 1.02% | -0.08% | -33.33% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.98% | -0.98% | EXIT | |
| 38 | DINO | Hf Sinclair CORP | Stock-Energy | 0.93% | — | -25.68% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.89% | +0.14% | — | |
| 40 | ESI | Element Solutions Inc | Stock-Materials | 0.86% | +0.22% | — | |
| 41 | RELL | Richardson Elec LTD | Stock-Other | 0.86% | +0.46% | — | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.33% | +48.48% | |
| 43 | MTH | Meritage Homes CORP | Stock-Consumer Disc | 0.81% | -0.81% | EXIT | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.77% | +0.06% | +24.27% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.95% | — | |
| 46 | HII | Huntington Ingalls Industrie | Stock-Industrials | 0.68% | -0.68% | EXIT | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | +0.04% | +19.01% | |
| 48 | VSDA | Victoryshares Dividend Accel | ETF-Other | 0.42% | -0.30% | +1.39% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.39% | +0.03% | +20.94% | |
| 50 | ALGN | Align Technology Inc | Stock-Healthcare | 0.31% | -0.31% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NWPX | Nwpx Infrastructure Inc | +0.5% | -4.21% | Trim |
| 2 | EMN | Eastman Chemical Co | +0.4% | +4.22% | Add |
| 3 | GPC | Genuine Parts Co | +0.4% | +41.46% | Add |
| 4 | COST | Costco Wholesale CORP | +0.4% | -0.34% | Trim |
| 5 | ABT | Abbott Laboratories | +0.3% | +48.70% | Add |
| 6 | REGN | Regeneron Pharmaceuticals | +0.3% | +11.82% | Add |
| 7 | CVX | Chevron CORP | +0.3% | -17.92% | Trim |
| 8 | WEC | Wec Energy Group Inc | +0.2% | +0.44% | Add |
| 9 | ALGN | Align Technology Inc | +0.2% | +179.06% | Add |
| 10 | PEP | Pepsico Inc | +0.2% | +0.34% | Add |
| 11 | HD | Home Depot Inc | +0.2% | +16.64% | Add |
| 12 | UNH | Unitedhealth Group Inc | +0.2% | +48.48% | Add |
| 13 | HUBB | Hubbell Inc | +0.2% | +0.80% | Add |
| 14 | CME | Cme Group Inc | +0.2% | +0.39% | Add |
| 15 | VGSH | Vanguard Short-term Treasury | +0.2% | +24.27% | Add |
| 16 | KMI | Kinder Morgan, Inc. | +0.1% | -15.44% | Trim |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +19.01% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.00% | Add |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +0.43% | Add |
| 20 | BKR | Baker Hughes Co | +0.1% | +2.86% | Add |
| 21 | SII | Sprott Inc | +0.1% | +3.32% | Add |
| 22 | MIR | Mirion Technologies Inc | +0.1% | +126.51% | Add |
| 23 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +20.94% | Add |
| 24 | ABBV | Abbvie Inc | +0.1% | +3.11% | Add |
| 25 | DINO | Hf Sinclair CORP | +0.1% | -25.68% | Trim |
| 26 | RELL | Richardson Elec LTD | +0.1% | — | Unchanged |
| 27 | RYAM | Rayonier Advanced Materials | +0.1% | — | Unchanged |
| 28 | UNF | Unifirst Corp/ma | +0.1% | +3.33% | Add |
| 29 | DHR | Danaher CORP | +0.1% | +15.95% | Add |
| 30 | QCOM | Qualcomm Inc | +0.1% | +28.64% | Add |
| 31 | OXY | Occidental Petroleum CORP | +0.1% | -23.14% | Trim |
| 32 | AAPL | Apple Inc | +0.1% | +0.49% | Add |
| 33 | NVDA | Nvidia CORP | +0.1% | +2.07% | Add |
| 34 | BA | Boeing Co/the | +0.1% | +5.13% | Add |
| 35 | VSDA | Victoryshares Dividend Accel | +0.1% | +1.39% | Add |
| 36 | XOM | Exxon Mobil CORP | 0% | +1.70% | Add |
| 37 | JPM | Jpmorgan Chase & Co | 0% | +65.31% | Add |
| 38 | JNJ | Johnson & Johnson | 0% | +124.02% | Add |
| 39 | VFLO | Victoryshares Free Cash Flow | 0% | +9.13% | Add |
| 40 | SCHV | Schwab US Large-cap Value | 0% | +0.88% | Add |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +0.82% | Add |
| 42 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.28% | Add |
| 44 | DE | Deere & Co | 0% | +5.05% | Add |
| 45 | ETN | Eaton Corporation plc | 0% | +2.18% | Add |
| 46 | SBUX | Starbucks CORP | 0% | +4.48% | Add |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +0.86% | Add |
| 48 | IAU | Ishares Gold Trust | 0% | +0.92% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +6.36% | Add |
| 50 | ENB | Enbridge Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, DDD Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 134 disclosed positions in Q1 2026.
During Q1 2026, DDD Partners, LLC's top holdings by market value included MSFT (30.0%)、BRK-B (3.8%)、AAPL (2.9%). The largest single position, MSFT, represented 30.0% 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 MSFT, BRK-B, AAPL) accounted for 37.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
WSO
市值: $18.4M
Top Position Liquidated / Trimmed
BN
前期市值: $18.8M
In Q1 2026, DDD Partners, LLC made 144 total portfolio adjustments, initiating 25 new buys, adding to 67 positions, trimming 31 holdings, and fully liquidating 21 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.