Filed: 7/31/2025ACC: 0001729673-25-000006
📋 What this filing means
DDD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $932.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$932.74M
Total AUM (reported)
12M
Total Shares
Allocation by class
COM$672.83M72.1%
CL B NEW$67.49M7.2%
US DIVIDEND EQ$31.69M3.4%
CL A$27.67M3.0%
CL B$21.78M2.3%
SHS - A -$21.07M2.3%
CAP STK CL C$19.16M2.1%
Portfolio Concentration
Top 3$196.17M21.0%
4–10$192.62M20.7%
11–25$301.41M32.3%
Rest$242.54M26.0%
Top 3 weight
21.0%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 12M
Sole
Full voting authority
12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole112
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings112
Rows:
MICROSOFT CORP
SOLEShares181.93K
TypeSH
Market value$90.49M
9.70%
Sole
181.93K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares138.94K
TypeSH
Market value$67.49M
7.24%
Sole
138.94K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares174.06K
TypeSH
Market value$38.19M
4.09%
Sole
174.06K
Shared
0.00
None
0.00
APPLE INC
SOLEShares157.36K
TypeSH
Market value$32.28M
3.46%
Sole
157.36K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares1.20M
TypeSH
Market value$31.69M
3.40%
Sole
1.20M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares108.71K
TypeSH
Market value$29.97M
3.21%
Sole
108.71K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares25.84K
TypeSH
Market value$25.58M
2.74%
Sole
25.84K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares360.64K
TypeSH
Market value$25.02M
2.68%
Sole
360.64K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares154.44K
TypeSH
Market value$24.60M
2.64%
Sole
154.44K
Shared
0.00
None
0.00
ELANCO ANIMAL HEALTH INC
SOLEShares1.64M
TypeSH
Market value$23.48M
2.52%
Sole
1.64M
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares71.66K
TypeSH
Market value$23.47M
2.52%
Sole
71.66K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares154.26K
TypeSH
Market value$22.09M
2.37%
Sole
154.26K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares215.82K
TypeSH
Market value$21.78M
2.34%
Sole
215.82K
Shared
0.00
None
0.00
OLD REP INTL CORP
SOLEShares551.78K
TypeSH
Market value$21.21M
2.27%
Sole
551.78K
Shared
0.00
None
0.00
LYONDELLBASELL INDUSTRIES N
SOLEShares364.13K
TypeSH
Market value$21.07M
2.26%
Sole
364.13K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares579.54K
TypeSH
Market value$20.68M
2.22%
Sole
579.54K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares70.75K
TypeSH
Market value$20.50M
2.20%
Sole
70.75K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares219.70K
TypeSH
Market value$20.18M
2.16%
Sole
219.70K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares130.44K
TypeSH
Market value$19.92M
2.14%
Sole
130.44K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares106.68K
TypeSH
Market value$19.80M
2.12%
Sole
106.68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares108.03K
TypeSH
Market value$19.16M
2.05%
Sole
108.03K
Shared
0.00
None
0.00
NWPX INFRASTRUCTURE INC
SOLEShares447.27K
TypeSH
Market value$18.34M
1.97%
Sole
447.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares114.38K
TypeSH
Market value$18.07M
1.94%
Sole
114.38K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares49.12K
TypeSH
Market value$18.01M
1.93%
Sole
49.12K
Shared
0.00
None
0.00
ABBOTT LABS
SOLEShares125.87K
TypeSH
Market value$17.12M
1.84%
Sole
125.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 181.93K | SH | $90.49M 9.70% | 181.93K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 138.94K | SH | $67.49M 7.24% | 138.94K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 174.06K | SH | $38.19M 4.09% | 174.06K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 157.36K | SH | $32.28M 3.46% | 157.36K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 1.20M | SH | $31.69M 3.40% | 1.20M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 108.71K | SH | $29.97M 3.21% | 108.71K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 25.84K | SH | $25.58M 2.74% | 25.84K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 360.64K | SH | $25.02M 2.68% | 360.64K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 154.44K | SH | $24.60M 2.64% | 154.44K | 0.00 | 0.00 |
ELANCO ANIMAL HEALTH INCSOLE | COM | 1.64M | SH | $23.48M 2.52% | 1.64M | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 71.66K | SH | $23.47M 2.52% | 71.66K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 154.26K | SH | $22.09M 2.37% | 154.26K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 215.82K | SH | $21.78M 2.34% | 215.82K | 0.00 | 0.00 |
OLD REP INTL CORPSOLE | COM | 551.78K | SH | $21.21M 2.27% | 551.78K | 0.00 | 0.00 |
LYONDELLBASELL INDUSTRIES NSOLE | SHS - A - | 364.13K | SH | $21.07M 2.26% | 364.13K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 579.54K | SH | $20.68M 2.22% | 579.54K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 70.75K | SH | $20.50M 2.20% | 70.75K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 219.70K | SH | $20.18M 2.16% | 219.70K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 130.44K | SH | $19.92M 2.14% | 130.44K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 106.68K | SH | $19.80M 2.12% | 106.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 108.03K | SH | $19.16M 2.05% | 108.03K | 0.00 | 0.00 |
NWPX INFRASTRUCTURE INCSOLE | COM | 447.27K | SH | $18.34M 1.97% | 447.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 114.38K | SH | $18.07M 1.94% | 114.38K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 49.12K | SH | $18.01M 1.93% | 49.12K | 0.00 | 0.00 |
ABBOTT LABSSOLE | COM | 125.87K | SH | $17.12M 1.84% | 125.87K | 0.00 | 0.00 |
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