Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DDD Partners, LLC (CIK 1729673) reported $1.45B across 133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($435.6M, 30.03%), BRK/B ($54.6M, 3.77%), AAPL ($41.9M, 2.89%), AMZN ($37.6M, 2.59%), NWPX ($33.1M, 2.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $435.6M | 30.03% | 1.2M | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $54.6M | 3.77% | 114,010 | Added |
| 3 | AAPL | APPLE INC | $41.9M | 2.89% | 165,179 | Added |
| 4 | AMZN | AMAZON COM INC | $37.6M | 2.59% | 180,425 | Added |
| 5 | NWPX | NWPX INFRASTRUCTURE INC | $33.1M | 2.28% | 424,680 | Trimmed |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $25.7M | 1.77% | 25,821 | Trimmed |
| 7 | AVGO | BROADCOM INC | $24.7M | 1.70% | 79,726 | Trimmed |
| 8 | GOOG | ALPHABET INC | $23.3M | 1.60% | 81,132 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $21.6M | 1.49% | 123,583 | Added |
| 10 | CVX | CHEVRON CORPORATION | $21.5M | 1.48% | 104,035 | Trimmed |
| 11 | PEP | PEPSICO INC | $21.4M | 1.47% | 137,730 | Added |
| 12 | CSCO | CISCO SYS INC | $21.2M | 1.46% | 273,604 | Added |
| 13 | REGN | REGENERON PHARMACEUTICALS | $20.8M | 1.43% | 26,920 | Added |
| 14 | CMI | CUMMINS INC | $20.7M | 1.43% | 38,505 | Trimmed |
| 15 | CB | CHUBB LTD SWITZ | $20.6M | 1.42% | 63,278 | Trimmed |
| 16 | GPC | GENUINE PARTS CO | $20.5M | 1.42% | 194,135 | Added |
| 17 | DHR | DANAHER CORP DEL | $20.4M | 1.41% | 107,494 | Added |
| 18 | WEC | WEC ENERGY GROUP INC | $20.1M | 1.39% | 173,696 | Added |
| 19 | ABBV | ABBVIE INC | $19.9M | 1.37% | 91,397 | Added |
| 20 | ABT | ABBOTT LABORATORIES | $19.9M | 1.37% | 193,543 | Added |
| 21 | BAC | BANK AMERICA CORP | $19.9M | 1.37% | 407,840 | Added |
| 22 | PLD | PROLOGIS INC. | $19.7M | 1.36% | 149,140 | Trimmed |
| 23 | ORI | OLD REP INTL CORP | $19.6M | 1.35% | 492,132 | Added |
| 24 | QCOM | QUALCOMM INC | $19.6M | 1.35% | 152,568 | Added |
| 25 | CME | CME GROUP INC | $19.5M | 1.34% | 65,955 | Added |
Source: SEC Form 13F filings · as of 2026-03-31