Filed: 4/28/2026ACC: 0001729673-26-000004
📋 What this filing means
DDD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$1.45B
Total AUM (reported)
11.77M
Total Shares
Allocation by class
COM$1.22B84.2%
CL B NEW$54.63M3.8%
CL A$24.01M1.7%
CAP STK CL C$23.27M1.6%
SHS$19.32M1.3%
ORD SHS$15.56M1.1%
SHORT TERM TREAS$11.21M0.8%
Portfolio Concentration
Top 3$532.18M36.7%
4–10$187.40M12.9%
11–25$303.88M21.0%
Rest$427.04M29.4%
Top 3 weight
36.7%
Top 10 weight
49.6%
Voting Authority Distribution
Total shares with voting rights: 11.77M
Sole
Full voting authority
11.77M
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)
Sole134
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings134
Rows:
MICROSOFT CORP
SOLEShares1.18M
TypeSH
Market value$435.63M
30.03%
Sole
1.18M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares114.01K
TypeSH
Market value$54.63M
3.77%
Sole
114.01K
Shared
0.00
None
0.00
APPLE INC
SOLEShares165.18K
TypeSH
Market value$41.92M
2.89%
Sole
165.18K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares180.43K
TypeSH
Market value$37.58M
2.59%
Sole
180.43K
Shared
0.00
None
0.00
NWPX INFRASTRUCTURE INC
SOLEShares424.68K
TypeSH
Market value$33.07M
2.28%
Sole
424.68K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares25.82K
TypeSH
Market value$25.73M
1.77%
Sole
25.82K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares79.73K
TypeSH
Market value$24.68M
1.70%
Sole
79.73K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares81.13K
TypeSH
Market value$23.27M
1.60%
Sole
81.13K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares123.58K
TypeSH
Market value$21.55M
1.49%
Sole
123.58K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares104.03K
TypeSH
Market value$21.52M
1.48%
Sole
104.03K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares137.73K
TypeSH
Market value$21.39M
1.47%
Sole
137.73K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares273.60K
TypeSH
Market value$21.23M
1.46%
Sole
273.60K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares26.92K
TypeSH
Market value$20.80M
1.43%
Sole
26.92K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares38.51K
TypeSH
Market value$20.72M
1.43%
Sole
38.51K
Shared
0.00
None
0.00
CHUBB LTD SWITZ
SOLEShares63.28K
TypeSH
Market value$20.62M
1.42%
Sole
63.28K
Shared
0.00
None
0.00
GENUINE PARTS CO
SOLEShares194.13K
TypeSH
Market value$20.53M
1.42%
Sole
194.13K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares107.49K
TypeSH
Market value$20.38M
1.41%
Sole
107.49K
Shared
0.00
None
0.00
WEC ENERGY GROUP INC
SOLEShares173.70K
TypeSH
Market value$20.11M
1.39%
Sole
173.70K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares407.84K
TypeSH
Market value$19.88M
1.37%
Sole
407.84K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares91.40K
TypeSH
Market value$19.88M
1.37%
Sole
91.40K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares193.54K
TypeSH
Market value$19.87M
1.37%
Sole
193.54K
Shared
0.00
None
0.00
PROLOGIS INC.
SOLEShares149.14K
TypeSH
Market value$19.71M
1.36%
Sole
149.14K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares152.57K
TypeSH
Market value$19.65M
1.35%
Sole
152.57K
Shared
0.00
None
0.00
OLD REP INTL CORP
SOLEShares492.13K
TypeSH
Market value$19.64M
1.35%
Sole
492.13K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares65.95K
TypeSH
Market value$19.48M
1.34%
Sole
65.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.18M | SH | $435.63M 30.03% | 1.18M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 114.01K | SH | $54.63M 3.77% | 114.01K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 165.18K | SH | $41.92M 2.89% | 165.18K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 180.43K | SH | $37.58M 2.59% | 180.43K | 0.00 | 0.00 |
NWPX INFRASTRUCTURE INCSOLE | COM | 424.68K | SH | $33.07M 2.28% | 424.68K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 25.82K | SH | $25.73M 1.77% | 25.82K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 79.73K | SH | $24.68M 1.70% | 79.73K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 81.13K | SH | $23.27M 1.60% | 81.13K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 123.58K | SH | $21.55M 1.49% | 123.58K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 104.03K | SH | $21.52M 1.48% | 104.03K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 137.73K | SH | $21.39M 1.47% | 137.73K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 273.60K | SH | $21.23M 1.46% | 273.60K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 26.92K | SH | $20.80M 1.43% | 26.92K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 38.51K | SH | $20.72M 1.43% | 38.51K | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 63.28K | SH | $20.62M 1.42% | 63.28K | 0.00 | 0.00 |
GENUINE PARTS COSOLE | COM | 194.13K | SH | $20.53M 1.42% | 194.13K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 107.49K | SH | $20.38M 1.41% | 107.49K | 0.00 | 0.00 |
WEC ENERGY GROUP INCSOLE | COM | 173.70K | SH | $20.11M 1.39% | 173.70K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 407.84K | SH | $19.88M 1.37% | 407.84K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 91.40K | SH | $19.88M 1.37% | 91.40K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 193.54K | SH | $19.87M 1.37% | 193.54K | 0.00 | 0.00 |
PROLOGIS INC.SOLE | COM | 149.14K | SH | $19.71M 1.36% | 149.14K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 152.57K | SH | $19.65M 1.35% | 152.57K | 0.00 | 0.00 |
OLD REP INTL CORPSOLE | COM | 492.13K | SH | $19.64M 1.35% | 492.13K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 65.95K | SH | $19.48M 1.34% | 65.95K | 0.00 | 0.00 |
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