Filed: 1/22/2026ACC: 0001729673-26-000003
📋 What this filing means
DDD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 130 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.
130
Positions
$1.57B
Total AUM (reported)
11.74M
Total Shares
Allocation by class
COM$1.36B86.8%
CL B NEW$57.31M3.6%
CL A$26.22M1.7%
CAP STK CL C$25.26M1.6%
CL A LTD VT SH$18.82M1.2%
SHORT TERM TREAS$9.05M0.6%
SHRT TRM CORP BD$7.08M0.5%
Portfolio Concentration
Top 3$657.65M41.9%
4–10$193.61M12.3%
11–25$312.26M19.9%
Rest$407.75M26.0%
Top 3 weight
41.9%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 11.74M
Sole
Full voting authority
11.73M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.78K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole130
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings130
Rows:
MICROSOFT CORP
SOLEShares1.15M
TypeSH
Market value$555.66M
35.36%
Sole
1.15M
Shared
0.00
None
451.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares114.01K
TypeSH
Market value$57.31M
3.65%
Sole
114.01K
Shared
0.00
None
0.00
APPLE INC
SOLEShares164.38K
TypeSH
Market value$44.69M
2.84%
Sole
164.38K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares179.59K
TypeSH
Market value$41.45M
2.64%
Sole
179.59K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares87.08K
TypeSH
Market value$30.14M
1.92%
Sole
87.08K
Shared
0.00
None
0.00
NWPX INFRASTRUCTURE INC
SOLEShares443.35K
TypeSH
Market value$27.70M
1.76%
Sole
443.35K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares80.49K
TypeSH
Market value$25.26M
1.61%
Sole
80.49K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares46.13K
TypeSH
Market value$23.55M
1.50%
Sole
46.13K
Shared
0.00
None
0.00
CHUBB LIMITED
SOLEShares73.47K
TypeSH
Market value$22.93M
1.46%
Sole
73.47K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares121.08K
TypeSH
Market value$22.58M
1.44%
Sole
121.08K
Shared
0.00
None
0.00
OLD REP INTL CORP
SOLEShares490.37K
TypeSH
Market value$22.38M
1.42%
Sole
490.37K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares406.53K
TypeSH
Market value$22.36M
1.42%
Sole
406.53K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares25.91K
TypeSH
Market value$22.34M
1.42%
Sole
25.63K
Shared
0.00
None
279.00
META PLATFORMS INC
SOLEShares32.90K
TypeSH
Market value$21.72M
1.38%
Sole
32.90K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares141.42K
TypeSH
Market value$21.66M
1.38%
Sole
141.42K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares168.89K
TypeSH
Market value$21.56M
1.37%
Sole
168.89K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares92.70K
TypeSH
Market value$21.22M
1.35%
Sole
92.70K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares272.44K
TypeSH
Market value$20.99M
1.34%
Sole
272.44K
Shared
0.00
None
0.00
ELANCO ANIMAL HEALTH INC
SOLEShares927.02K
TypeSH
Market value$20.98M
1.34%
Sole
927.02K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares118.60K
TypeSH
Market value$20.29M
1.29%
Sole
118.60K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares88.64K
TypeSH
Market value$20.25M
1.29%
Sole
88.64K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares137.26K
TypeSH
Market value$19.70M
1.25%
Sole
137.26K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares126.75K
TypeSH
Market value$19.32M
1.23%
Sole
126.75K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares410.01K
TypeSH
Market value$18.82M
1.20%
Sole
410.01K
Shared
0.00
None
0.00
KINDER MORGAN INC DEL
SOLEShares679.31K
TypeSH
Market value$18.67M
1.19%
Sole
679.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.15M | SH | $555.66M 35.36% | 1.15M | 0.00 | 451.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 114.01K | SH | $57.31M 3.65% | 114.01K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 164.38K | SH | $44.69M 2.84% | 164.38K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 179.59K | SH | $41.45M 2.64% | 179.59K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 87.08K | SH | $30.14M 1.92% | 87.08K | 0.00 | 0.00 |
NWPX INFRASTRUCTURE INCSOLE | COM | 443.35K | SH | $27.70M 1.76% | 443.35K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 80.49K | SH | $25.26M 1.61% | 80.49K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 46.13K | SH | $23.55M 1.50% | 46.13K | 0.00 | 0.00 |
CHUBB LIMITEDSOLE | COM | 73.47K | SH | $22.93M 1.46% | 73.47K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 121.08K | SH | $22.58M 1.44% | 121.08K | 0.00 | 0.00 |
OLD REP INTL CORPSOLE | COM | 490.37K | SH | $22.38M 1.42% | 490.37K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 406.53K | SH | $22.36M 1.42% | 406.53K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 25.91K | SH | $22.34M 1.42% | 25.63K | 0.00 | 279.00 |
META PLATFORMS INCSOLE | CL A | 32.90K | SH | $21.72M 1.38% | 32.90K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 141.42K | SH | $21.66M 1.38% | 141.42K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 168.89K | SH | $21.56M 1.37% | 168.89K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 92.70K | SH | $21.22M 1.35% | 92.70K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 272.44K | SH | $20.99M 1.34% | 272.44K | 0.00 | 0.00 |
ELANCO ANIMAL HEALTH INCSOLE | COM | 927.02K | SH | $20.98M 1.34% | 927.02K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 118.60K | SH | $20.29M 1.29% | 118.60K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 88.64K | SH | $20.25M 1.29% | 88.64K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 137.26K | SH | $19.70M 1.25% | 137.26K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 126.75K | SH | $19.32M 1.23% | 126.75K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 410.01K | SH | $18.82M 1.20% | 410.01K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 679.31K | SH | $18.67M 1.19% | 679.31K | 0.00 | 0.00 |
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