DDD Partners, LLC

13F filer, CIK 1729673, BELLEVUE, WA

DDD Partners, LLC reported $920,937,617 across 102 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 39.67% of the portfolio.

Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001729673-24-000008

Period: 2024-09-30
Reported value: $921M
Holdings: 102
Top 10 weight: 39.67%
New: 13
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+127,469	$22M
LYBnew	+215,718	$20.7M
GTLSadded	+78,347	$9.73M
DINOadded	+173,051	$7.71M
GMABadded	+230,544	$5.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
PPGexited	-139,347	-$17.5M
ALKexited	-282,464	-$11.4M
MSFTreduced	-20,382	-$8.77M
RYAMreduced	-565,491	-$4.84M
Kreduced	-40,372	-$3.26M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001729673-24-000008, largest first. % of portfolio is the value over $920,937,617, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	155,620	$71.6M	7.78%	+1,286	Timeline
MSFTMICROSOFT CORP	149,237	$64.2M	6.97%	-20,382	Timeline
AAPLAPPLE INC	176,006	$41M	4.45%	-9,333	Timeline
AMZNAMAZON COM INC	210,798	$39.3M	4.27%	+228	Timeline
COSTCOSTCO WHOLESALE CORPORATION	28,339	$25.1M	2.73%	-95	Timeline
AVGOBROADCOM INC	145,268	$25.1M	2.72%	+127,469	Timeline
CBCHUBB LIMITED	86,285	$24.9M	2.7%	+301	Timeline
QCOMQUALCOMM INC	146,291	$24.9M	2.7%	-13,701	Timeline
CMICUMMINS INC	76,205	$24.7M	2.68%	+263	Timeline
TGTTARGET CORP	157,957	$24.6M	2.67%	+26,382	Timeline
SOSOUTHERN CO	266,921	$24.1M	2.61%	-28,821	Timeline
MDTMEDTRONIC PLC	263,409	$23.7M	2.58%	+33,584	Timeline
KKELLANOVA	289,881	$23.4M	2.54%	-40,372	Timeline
ORIOLD REP INTL CORP	653,403	$23.1M	2.51%	+2,272	Timeline
CMCSACOMCAST CORP NEW	553,208	$23.1M	2.51%	+103,354	Timeline
ABBVABBVIE INC	114,177	$22.5M	2.45%	+507	Timeline
GTLSCHART INDS INC	177,319	$22M	2.39%	+78,347	Timeline
CSCOCISCO SYS INC	412,809	$22M	2.39%	+1,742	Timeline
CVXCHEVRON CORPORATION	147,273	$21.7M	2.36%	+19,992	Timeline
GOOGALPHABET INC	124,264	$20.8M	2.26%	+340	Timeline
HONHONEYWELL INTL INC	100,117	$20.7M	2.25%	+394	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	215,718	$20.7M	2.25%	new	Timeline
NWPXNWPX INFRASTRUCTURE INC	457,229	$20.6M	2.24%	-3,263	Timeline
JNJJOHNSON & JOHNSON	125,309	$20.3M	2.21%	+643	Timeline
INMDINMODE LTD	1,129,828	$19.2M	2.08%	-136,850	Timeline
DINOHF SINCLAIR CORP	397,466	$17.7M	1.92%	+173,051	Timeline
RTXRTX CORPORATION	138,154	$16.7M	1.82%	+1,050	Timeline
CIENCIENA CORP	269,644	$16.6M	1.8%	+941	Timeline
NVDANVIDIA CORPORATION	131,789	$16M	1.74%	+1,196	Timeline
UPSUNITED PARCEL SVCS INC	108,947	$14.9M	1.61%	-5,295	Timeline
RELLRICHARDSON ELECTRS LTD	1,173,414	$14.5M	1.57%	+77,746	Timeline
GMABGENMAB A/S	583,113	$14.2M	1.54%	+230,544	Timeline
CTRACOTERRA ENERGY INC	586,550	$14M	1.53%	+224,557	Timeline
EXPEEXPEDIA GROUP INC	92,051	$13.6M	1.48%	+374	Timeline
KLICKULICKE & SOFFA INDS INC	208,007	$9.39M	1.02%	+42,067	Timeline
VGSHVANGUARD SCOTTSDALE FDS	101,079	$5.97M	0.65%	+15,253	Timeline
VSDAVICTORY PORTFOLIOS II	92,793	$4.93M	0.54%	+4,869	Timeline
VCSHVANGUARD SCOTTSDALE FDS	58,252	$4.63M	0.5%	+8,714	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	7,331	$4.21M	0.46%	-1,325	Timeline
ARKGARK ETF TR	154,817	$3.96M	0.43%	-2,113	Timeline
ADPTADAPTIVE BIOTECHNOLOGIES COR	769,166	$3.94M	0.43%	-831	Timeline
SCHVSCHWAB STRATEGIC TR	41,625	$3.35M	0.36%	+1,714	Timeline
EXPDEXPEDITORS INTL WASH INC	24,000	$3.15M	0.34%	0	Timeline
RYAMRAYONIER ADVANCED MATLS INC	366,972	$3.14M	0.34%	-565,491	Timeline
IEFISHARES TR	31,299	$3.07M	0.33%	+4,823	Timeline
RACEFERRARI N V	6,474	$3.04M	0.33%	0	Timeline
SNOWSNOWFLAKE INC	21,154	$2.43M	0.26%	-134	Timeline
TSLATESLA INC	8,682	$2.27M	0.25%	-87	Timeline
METAMETA PLATFORMS INC	3,845	$2.2M	0.24%	0	Timeline
VFLOVICTORY PORTFOLIOS II	57,341	$1.91M	0.21%	+2,467	Timeline
XLKSELECT SECTOR SPDR TR	8,431	$1.9M	0.21%	+338	Timeline
XLCSELECT SECTOR SPDR TR	18,449	$1.67M	0.18%	+772	Timeline
IVVISHARES TR	2,566	$1.48M	0.16%	+1	Timeline
RBOTVICARIOUS SURGICAL INC CL A	231,920	$1.32M	0.14%	-15,195	Timeline
FNDASCHWAB STRATEGIC TR	19,031	$1.13M	0.12%	+794	Timeline
FNDFSCHWAB STRATEGIC TR	28,402	$1.06M	0.12%	+1,173	Timeline
VVISA INC	3,630	$998K	0.11%	+86	Timeline
SCHDSCHWAB STRATEGIC TR	10,288	$870K	0.09%	+5,254	Timeline
XOMEXXON MOBIL CORP	6,635	$778K	0.08%	+4	Timeline
SYMSYMBOTIC INC	31,374	$765K	0.08%	new	Timeline
NOWSERVICENOW INC	773	$691K	0.08%	new	Timeline
MCOMOODYS CORP	1,291	$613K	0.07%	0	Timeline
GWWWW GRAINGER INC	586	$609K	0.07%	0	Timeline
VTVVANGUARD INDEX FDS	3,431	$599K	0.07%	+1	Timeline
BABOEING CO	3,932	$598K	0.06%	+545	Timeline
GOOGLALPHABET INC	3,484	$578K	0.06%	-60	Timeline
IBITISHARES BITCOIN TRUST ETF	15,952	$576K	0.06%	+918	Timeline
CPRTCOPART INC	10,640	$558K	0.06%	0	Timeline
ETNEATON CORP PLC	1,669	$553K	0.06%	-35	Timeline
XLVSELECT SECTOR SPDR TR	3,281	$505K	0.05%	+165	Timeline
SCHXSCHWAB STRATEGIC TR	7,364	$500K	0.05%	+1,055	Timeline
SBUXSTARBUCKS CORP	5,056	$493K	0.05%	-1,538	Timeline
QQQINVESCO QQQ TR	975	$476K	0.05%	+305	Timeline
IJHISHARES TR	7,143	$445K	0.05%	+2	Timeline
DVNDEVON ENERGY CORP NEW	10,520	$412K	0.04%	+1,498	Timeline
LOWLOWES COS INC	1,503	$407K	0.04%	0	Timeline
ABNBAIRBNB INC	3,209	$407K	0.04%	-199	Timeline
VUGVANGUARD INDEX FDS	1,049	$403K	0.04%	0	Timeline
UBERUBER TECHNOLOGIES INC	5,031	$378K	0.04%	new	Timeline
AVPTAVEPOINT INC	31,371	$369K	0.04%	new	Timeline
STIPISHARES TR	3,570	$362K	0.04%	+643	Timeline
IJRISHARES TR	2,959	$346K	0.04%	0	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,219	$342K	0.04%	+155	Timeline
DEDEERE & CO	816	$341K	0.04%	+7	Timeline
MPMP MATERIALS CORP	18,593	$328K	0.04%	-501	Timeline
ENVXENOVIX CORPORATION	34,944	$326K	0.04%	-5,427	Timeline
DHRDANAHER CORP DEL	1,168	$325K	0.04%	0	Timeline
OXYOCCIDENTAL PETE CORP	6,217	$320K	0.03%	new	Timeline
IWYISHARES TR	1,410	$310K	0.03%	new	Timeline
AGNCAGNC INVT CORP	27,922	$292K	0.03%	0	Timeline
JPMJPMORGAN CHASE & CO	1,378	$291K	0.03%	+361	Timeline
RMDRESMED INC	1,061	$259K	0.03%	0	Timeline
ENPHENPHASE ENERGY INC	2,258	$255K	0.03%	-1,366	Timeline
DIVOAMPLIFY ETF TR	5,978	$246K	0.03%	new	Timeline
BACBANK OF AMER CORP	5,912	$235K	0.03%	0	Timeline
PFEPFIZER INC	7,904	$229K	0.02%	new	Timeline
VTIVANGUARD INDEX FDS	799	$226K	0.02%	new	Timeline
VOOVANGUARD INDEX FDS	396	$209K	0.02%	new	Timeline
CLCOLGATE PALMOLIVE CO	1,988	$206K	0.02%	new	Timeline
CLEARSIGN TECHNOLOGIES CORPCLEARSIGN TECHNOLOGIES CORP	115,000	$97.7K	0.01%	0
DSXDIANA SHIPPING INC	31,338	$80.5K	0.01%	0	Timeline
MVISMICROVISION INC DEL	23,550	$26.8K	<0.01%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
PPGPPG INDS INC	139,347	$17.5M	shares
ALKALASKA AIR GROUP INC	282,464	$11.4M	shares
FFORD MTR CO	215,272	$2.7M	shares
INFINERA CORPINFINERA CORP	71,244	$434K	shares
BNDVANGUARD BD INDEX FDS	2,958	$213K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001729673-24-000008	base		2024-11-12	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC