13F-HR filed by DDD Partners, LLC
DDD Partners, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-06, with 129 holding rows worth $1,574,116,086.
- Accession
- 0001729673-25-000008
- Filer
- CIK 1729673
- Filed
- 2025-11-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 129 entries on the cover page, a total value of $1,574,116,086 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,574,116,086 with VALUE read as dollars as filed, 13F file number 028-18300. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 1,143,636 | $592,346,033 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 128,370 | $64,536,734 | dollars as filed | |
| Apple Inc | 037833100 | COM | 160,529 | $40,875,461 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 178,754 | $39,249,016 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 1,753,369 | $35,312,852 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 86,633 | $28,581,142 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 110,738 | $26,970,309 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 33,136 | $24,334,090 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 25,966 | $24,035,017 | dollars as filed | |
| NWPX INFRASTRUCTURE INC | 667746101 | COM | 446,637 | $23,640,496 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 119,313 | $22,261,408 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 416,149 | $21,781,262 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 404,353 | $20,860,571 | dollars as filed | |
| OLD REP INTL CORP COM | 680223104 | Stock | 488,558 | $20,749,043 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 72,979 | $20,598,190 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 88,406 | $20,469,454 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 172,033 | $19,713,261 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 118,202 | $19,664,157 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 124,991 | $19,409,843 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 45,887 | $19,381,292 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 168,071 | $19,247,491 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 136,557 | $19,178,065 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 676,125 | $19,141,099 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 136,549 | $18,925,691 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 46,123 | $18,688,540 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 270,751 | $18,524,801 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 92,270 | $18,293,450 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 416,063 | $18,285,969 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 65,430 | $17,678,532 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 129,596 | $17,358,088 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 174,824 | $17,127,507 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 16,566 | $15,245,358 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 43,388 | $14,982,041 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 292,750 | $14,356,460 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 33,310 | $14,333,626 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 85,349 | $14,281,448 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 45,295 | $13,040,883 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 60,369 | $12,292,239 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 21,361 | $12,010,649 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 24,199 | $11,736,999 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 32,944 | $11,571,909 | dollars as filed | |
| RICHARDSON ELEC LTD | 763165107 | COMMON STOCK | 1,140,424 | $11,164,751 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 59,137 | $10,865,241 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 141,971 | $8,354,993 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 81,674 | $6,528,203 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N667 | VICSHS DV AC ETF | 105,068 | $5,618,000 | dollars as filed | |
| SYMBOTIC INC | 87151X101 | CLASS A COM | 103,611 | $5,584,633 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 45,613 | $4,399,830 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 137,019 | $3,988,633 | dollars as filed | |
| SPY | 78462F103 | SHS | 5,559 | $3,703,222 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 7,062 | $3,426,624 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 69,779 | $3,297,058 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 6,694 | $2,976,956 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 24,023 | $2,944,980 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 9,252 | $2,607,787 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 39,647 | $2,577,055 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 20,967 | $2,481,885 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 5,504 | $2,461,554 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 36,567 | $2,452,183 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647X830 | SHARES FREE CASH | 63,038 | $2,363,910 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 6,466 | $2,280,882 | dollars as filed | |
| SPROTT INC | 852066208 | COM NEW | 23,547 | $1,958,875 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 9,107 | $1,742,716 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,565 | $1,716,555 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 8,556 | $1,716,162 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 7,451 | $1,680,573 | dollars as filed | |
| SABLE OFFSHORE CORP | 78574H104 | COM SHS | 87,576 | $1,529,077 | dollars as filed | |
| RAYONIER ADVANCED MATLS INC | 75508B104 | COM | 200,000 | $1,444,000 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 31,106 | $1,336,320 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 41,882 | $1,305,031 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,620 | $1,235,947 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,924 | $1,196,955 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 14,257 | $1,190,174 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 9,228 | $1,155,530 | dollars as filed | |
| BOISE CASCADE CO DEL | 09739D100 | COM | 14,432 | $1,115,882 | dollars as filed | |
| Vicarious Surgical Inc. | 92561V208 | Class A common stock | 187,265 | $1,031,830 | dollars as filed | |
| ARK ETF TR | 00214Q302 | GENOMIC REV ETF | 35,839 | $995,249 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,305 | $936,407 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1,683 | $825,310 | dollars as filed | |
| iShares Ethereum Trust | 46438R105 | COM | 26,079 | $821,749 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,499 | $788,260 | dollars as filed | |
| SCHD | 808524797 | COM | 28,144 | $768,326 | dollars as filed | |
| Boeing Company | 097023105 | COM | 3,420 | $738,187 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,126 | $676,104 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 3,601 | $656,894 | dollars as filed | |
| VTI | 922908769 | COM | 1,921 | $630,463 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 1,299 | $618,948 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,650 | $617,513 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 3,245 | $605,160 | dollars as filed | |
| IJH | 464287507 | COM | 8,790 | $573,623 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 586 | $558,435 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 4,508 | $535,686 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 10,743 | $483,113 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,001 | $480,090 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 5,587 | $472,677 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 17,849 | $470,135 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 18,774 | $437,059 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 3,116 | $433,654 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 5,765 | $419,519 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 1,410 | $385,847 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,522 | $382,494 | dollars as filed | |
| Deere & Company | 244199105 | COM | 827 | $378,177 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 1,093 | $368,877 | dollars as filed | |
| ASTRONICS CORP COM | 046433108 | Stock | 7,097 | $323,694 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 1,063 | $290,975 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 8,077 | $283,180 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 4,209 | $282,298 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 29,271 | $280,416 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 2,237 | $271,617 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 1,891 | $269,278 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 434 | $265,615 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 1,556 | $250,469 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,137 | $245,353 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 714 | $237,648 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 23,502 | $234,315 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 4,546 | $229,391 | dollars as filed | |
| SPROTT ASSET MANAGEMENT LP | 85208R101 | PHYSICAL GOLD AN | 6,126 | $224,763 | dollars as filed | |
| VGT | 92204A702 | SHS | 299 | $223,325 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 480 | $222,595 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 287 | $221,719 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,187 | $220,122 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 830 | $211,052 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 168 | $201,419 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 1,690 | $200,164 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 12,015 | $179,024 | dollars as filed | |
| CLEARSIGN TECHNOLOGIES CORP | 185064102 | COM | 115,000 | $88,688 | dollars as filed | |
| DIANA SHIPPING INC | Y2066G104 | COM | 31,338 | $52,648 | dollars as filed | |
| MICROVISION INC DEL | 594960304 | COM NEW | 23,361 | $28,968 | dollars as filed | |
| CLOUDASTRUCTURE INC | 18912E207 | COM CL A | 11,834 | $14,911 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001729673-25-000008 | this filing | 2025-11-06 | acceptance time not in the bulk data set |