Filed: 8/5/2026ACC: 0001729673-26-000006
📋 What this filing means
DDD PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 164 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
164
Positions
$1.60B
Total AUM (reported)
13.74M
Total Shares
Allocation by class
COM$1.31B81.7%
CL B NEW$56.37M3.5%
CL A$41.85M2.6%
CAP STK CL C$29.00M1.8%
ST STR P500ETF$26.16M1.6%
ORD SHS$22.70M1.4%
SHS$19.76M1.2%
Portfolio Concentration
Top 3$532.92M33.2%
4–10$226.39M14.1%
11–25$339.40M21.2%
Rest$505.00M31.5%
Top 3 weight
33.2%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 13.74M
Sole
Full voting authority
13.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
538.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole164
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings164
Rows:
MICROSOFT CORP
SOLEShares1.15M
TypeSH
Market value$428.47M
26.72%
Sole
1.15M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares112.66K
TypeSH
Market value$56.37M
3.52%
Sole
112.66K
Shared
0.00
None
0.00
APPLE INC
SOLEShares166.14K
TypeSH
Market value$48.08M
3.00%
Sole
166.14K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares185.22K
TypeSH
Market value$44.15M
2.75%
Sole
185.22K
Shared
0.00
None
6.00
NWPX INFRASTRUCTURE INC
SOLEShares249.52K
TypeSH
Market value$37.41M
2.33%
Sole
249.52K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares33.93K
TypeSH
Market value$31.74M
1.98%
Sole
33.93K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares80.76K
TypeSH
Market value$30.51M
1.90%
Sole
80.76K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares82.08K
TypeSH
Market value$29.00M
1.81%
Sole
82.07K
Shared
0.00
None
4.00
CUMMINS INC
SOLEShares38.46K
TypeSH
Market value$27.43M
1.71%
Sole
38.46K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares297.70K
TypeSH
Market value$26.16M
1.63%
Sole
297.31K
Shared
0.00
None
399.00
CISCO SYS INC
SOLEShares214.67K
TypeSH
Market value$25.21M
1.57%
Sole
214.67K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares131.96K
TypeSH
Market value$25.13M
1.57%
Sole
131.96K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares190.55K
TypeSH
Market value$24.49M
1.53%
Sole
190.55K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares118.08K
TypeSH
Market value$23.63M
1.47%
Sole
118.08K
Shared
0.00
None
0.00
BANK OF AMER CORP
SOLEShares407.86K
TypeSH
Market value$23.24M
1.45%
Sole
407.86K
Shared
0.00
None
0.00
GENUINE PARTS CO
SOLEShares193.93K
TypeSH
Market value$22.88M
1.43%
Sole
193.93K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares76.41K
TypeSH
Market value$22.78M
1.42%
Sole
76.41K
Shared
0.00
None
5.00
MICRON TECHNOLOGY INC
SOLEShares19.68K
TypeSH
Market value$22.72M
1.42%
Sole
19.68K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares866.92K
TypeSH
Market value$22.70M
1.42%
Sole
866.86K
Shared
0.00
None
57.00
QUALCOMM INC
SOLEShares118.07K
TypeSH
Market value$21.82M
1.36%
Sole
118.06K
Shared
0.00
None
8.00
CHUBB LIMITED
SOLEShares63.21K
TypeSH
Market value$21.54M
1.34%
Sole
63.21K
Shared
0.00
None
0.00
RICHARDSON ELECTRS LTD
SOLEShares1.11M
TypeSH
Market value$21.11M
1.32%
Sole
1.11M
Shared
0.00
None
0.00
WATSCO INC
SOLEShares50.43K
TypeSH
Market value$21.01M
1.31%
Sole
50.43K
Shared
0.00
None
0.00
OLD REP INTL CORP
SOLEShares503.16K
TypeSH
Market value$20.59M
1.28%
Sole
503.12K
Shared
0.00
None
37.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares53.15K
TypeSH
Market value$20.55M
1.28%
Sole
53.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.15M | SH | $428.47M 26.72% | 1.15M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 112.66K | SH | $56.37M 3.52% | 112.66K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 166.14K | SH | $48.08M 3.00% | 166.14K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 185.22K | SH | $44.15M 2.75% | 185.22K | 0.00 | 6.00 |
NWPX INFRASTRUCTURE INCSOLE | COM | 249.52K | SH | $37.41M 2.33% | 249.52K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 33.93K | SH | $31.74M 1.98% | 33.93K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 80.76K | SH | $30.51M 1.90% | 80.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 82.08K | SH | $29.00M 1.81% | 82.07K | 0.00 | 4.00 |
CUMMINS INCSOLE | COM | 38.46K | SH | $27.43M 1.71% | 38.46K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 297.70K | SH | $26.16M 1.63% | 297.31K | 0.00 | 399.00 |
CISCO SYS INCSOLE | COM | 214.67K | SH | $25.21M 1.57% | 214.67K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 131.96K | SH | $25.13M 1.57% | 131.96K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 190.55K | SH | $24.49M 1.53% | 190.55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 118.08K | SH | $23.63M 1.47% | 118.08K | 0.00 | 0.00 |
BANK OF AMER CORPSOLE | COM | 407.86K | SH | $23.24M 1.45% | 407.86K | 0.00 | 0.00 |
GENUINE PARTS COSOLE | COM | 193.93K | SH | $22.88M 1.43% | 193.93K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 76.41K | SH | $22.78M 1.42% | 76.41K | 0.00 | 5.00 |
MICRON TECHNOLOGY INCSOLE | COM | 19.68K | SH | $22.72M 1.42% | 19.68K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 866.92K | SH | $22.70M 1.42% | 866.86K | 0.00 | 57.00 |
QUALCOMM INCSOLE | COM | 118.07K | SH | $21.82M 1.36% | 118.06K | 0.00 | 8.00 |
CHUBB LIMITEDSOLE | COM | 63.21K | SH | $21.54M 1.34% | 63.21K | 0.00 | 0.00 |
RICHARDSON ELECTRS LTDSOLE | COM | 1.11M | SH | $21.11M 1.32% | 1.11M | 0.00 | 0.00 |
WATSCO INCSOLE | COM | 50.43K | SH | $21.01M 1.31% | 50.43K | 0.00 | 0.00 |
OLD REP INTL CORPSOLE | COM | 503.16K | SH | $20.59M 1.28% | 503.12K | 0.00 | 37.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 53.15K | SH | $20.55M 1.28% | 53.15K | 0.00 | 0.00 |
Page 1 of 7
…