Filed: 11/6/2025ACC: 0001729673-25-000008
📋 What this filing means
DDD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $1.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$1.57B
Total AUM (reported)
12.33M
Total Shares
Allocation by class
COM$1.37B86.7%
CL B NEW$64.54M4.1%
CAP STK CL C$26.97M1.7%
CL A$25.82M1.6%
SHS - A -$14.36M0.9%
SHORT TERM TREAS$8.35M0.5%
SHRT TRM CORP BD$6.53M0.4%
Portfolio Concentration
Top 3$697.76M44.3%
4–10$202.12M12.8%
11–25$300.07M19.1%
Rest$374.17M23.8%
Top 3 weight
44.3%
Top 10 weight
57.2%
Voting Authority Distribution
Total shares with voting rights: 12.33M
Sole
Full voting authority
12.33M
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)
Sole129
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings129
Rows:
MICROSOFT CORP
SOLEShares1.14M
TypeSH
Market value$592.35M
37.63%
Sole
1.14M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares128.37K
TypeSH
Market value$64.54M
4.10%
Sole
128.37K
Shared
0.00
None
0.00
APPLE INC
SOLEShares160.53K
TypeSH
Market value$40.88M
2.60%
Sole
160.53K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares178.75K
TypeSH
Market value$39.25M
2.49%
Sole
178.75K
Shared
0.00
None
0.00
ELANCO ANIMAL HEALTH INC
SOLEShares1.75M
TypeSH
Market value$35.31M
2.24%
Sole
1.75M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares86.63K
TypeSH
Market value$28.58M
1.82%
Sole
86.63K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares110.74K
TypeSH
Market value$26.97M
1.71%
Sole
110.74K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares33.14K
TypeSH
Market value$24.33M
1.55%
Sole
33.14K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares25.97K
TypeSH
Market value$24.04M
1.53%
Sole
25.97K
Shared
0.00
None
0.00
NWPX INFRASTRUCTURE INC
SOLEShares446.64K
TypeSH
Market value$23.64M
1.50%
Sole
446.64K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares119.31K
TypeSH
Market value$22.26M
1.41%
Sole
119.31K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares416.15K
TypeSH
Market value$21.78M
1.38%
Sole
416.15K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares404.35K
TypeSH
Market value$20.86M
1.33%
Sole
404.35K
Shared
0.00
None
0.00
OLD REP INTL CORP
SOLEShares488.56K
TypeSH
Market value$20.75M
1.32%
Sole
488.56K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares72.98K
TypeSH
Market value$20.60M
1.31%
Sole
72.98K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares88.41K
TypeSH
Market value$20.47M
1.30%
Sole
88.41K
Shared
0.00
None
0.00
WEC ENERGY GROUP INC
SOLEShares172.03K
TypeSH
Market value$19.71M
1.25%
Sole
172.03K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares118.20K
TypeSH
Market value$19.66M
1.25%
Sole
118.20K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares124.99K
TypeSH
Market value$19.41M
1.23%
Sole
124.99K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares45.89K
TypeSH
Market value$19.38M
1.23%
Sole
45.89K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares168.07K
TypeSH
Market value$19.25M
1.22%
Sole
168.07K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares136.56K
TypeSH
Market value$19.18M
1.22%
Sole
136.56K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares676.13K
TypeSH
Market value$19.14M
1.22%
Sole
676.13K
Shared
0.00
None
0.00
GENUINE PARTS CO
SOLEShares136.55K
TypeSH
Market value$18.93M
1.20%
Sole
136.55K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares46.12K
TypeSH
Market value$18.69M
1.19%
Sole
46.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.14M | SH | $592.35M 37.63% | 1.14M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 128.37K | SH | $64.54M 4.10% | 128.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 160.53K | SH | $40.88M 2.60% | 160.53K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 178.75K | SH | $39.25M 2.49% | 178.75K | 0.00 | 0.00 |
ELANCO ANIMAL HEALTH INCSOLE | COM | 1.75M | SH | $35.31M 2.24% | 1.75M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 86.63K | SH | $28.58M 1.82% | 86.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 110.74K | SH | $26.97M 1.71% | 110.74K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 33.14K | SH | $24.33M 1.55% | 33.14K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 25.97K | SH | $24.04M 1.53% | 25.97K | 0.00 | 0.00 |
NWPX INFRASTRUCTURE INCSOLE | COM | 446.64K | SH | $23.64M 1.50% | 446.64K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 119.31K | SH | $22.26M 1.41% | 119.31K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 416.15K | SH | $21.78M 1.38% | 416.15K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 404.35K | SH | $20.86M 1.33% | 404.35K | 0.00 | 0.00 |
OLD REP INTL CORPSOLE | COM | 488.56K | SH | $20.75M 1.32% | 488.56K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 72.98K | SH | $20.60M 1.31% | 72.98K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 88.41K | SH | $20.47M 1.30% | 88.41K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 172.03K | SH | $19.71M 1.25% | 172.03K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 118.20K | SH | $19.66M 1.25% | 118.20K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 124.99K | SH | $19.41M 1.23% | 124.99K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 45.89K | SH | $19.38M 1.23% | 45.89K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 168.07K | SH | $19.25M 1.22% | 168.07K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 136.56K | SH | $19.18M 1.22% | 136.56K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 676.13K | SH | $19.14M 1.22% | 676.13K | 0.00 | 0.00 |
GENUINE PARTS COSOLE | COM | 136.55K | SH | $18.93M 1.20% | 136.55K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 46.12K | SH | $18.69M 1.19% | 46.12K | 0.00 | 0.00 |
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