DDD PARTNERS, LLC

PrivateCIK: 1729673
Location

BELLEVUE, WA

164
Positions
$1.60B
Total AUM (reported)
13.74M
Total Shares

Allocation by class

TOTAL AUM$1.60B164 positions
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 333.2%4–1014.1%11–2521.2%Rest31.5%TOP 1047.3%0%100%
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

SOLE
COM
Shares1.15M
TypeSH
Market value$428.47M
26.72%
Sole
1.15M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares112.66K
TypeSH
Market value$56.37M
3.52%
Sole
112.66K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares166.14K
TypeSH
Market value$48.08M
3.00%
Sole
166.14K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares185.22K
TypeSH
Market value$44.15M
2.75%
Sole
185.22K
Shared
0.00
None
6.00

NWPX INFRASTRUCTURE INC

SOLE
COM
Shares249.52K
TypeSH
Market value$37.41M
2.33%
Sole
249.52K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares33.93K
TypeSH
Market value$31.74M
1.98%
Sole
33.93K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares80.76K
TypeSH
Market value$30.51M
1.90%
Sole
80.76K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares82.08K
TypeSH
Market value$29.00M
1.81%
Sole
82.07K
Shared
0.00
None
4.00

CUMMINS INC

SOLE
COM
Shares38.46K
TypeSH
Market value$27.43M
1.71%
Sole
38.46K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR P500ETF
Shares297.70K
TypeSH
Market value$26.16M
1.63%
Sole
297.31K
Shared
0.00
None
399.00

CISCO SYS INC

SOLE
COM
Shares214.67K
TypeSH
Market value$25.21M
1.57%
Sole
214.67K
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares131.96K
TypeSH
Market value$25.13M
1.57%
Sole
131.96K
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares190.55K
TypeSH
Market value$24.49M
1.53%
Sole
190.55K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares118.08K
TypeSH
Market value$23.63M
1.47%
Sole
118.08K
Shared
0.00
None
0.00

BANK OF AMER CORP

SOLE
COM
Shares407.86K
TypeSH
Market value$23.24M
1.45%
Sole
407.86K
Shared
0.00
None
0.00

GENUINE PARTS CO

SOLE
COM
Shares193.93K
TypeSH
Market value$22.88M
1.43%
Sole
193.93K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares76.41K
TypeSH
Market value$22.78M
1.42%
Sole
76.41K
Shared
0.00
None
5.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares19.68K
TypeSH
Market value$22.72M
1.42%
Sole
19.68K
Shared
0.00
None
0.00

JAMES HARDIE INDS PLC

SOLE
ORD SHS
Shares866.92K
TypeSH
Market value$22.70M
1.42%
Sole
866.86K
Shared
0.00
None
57.00

QUALCOMM INC

SOLE
COM
Shares118.07K
TypeSH
Market value$21.82M
1.36%
Sole
118.06K
Shared
0.00
None
8.00

CHUBB LIMITED

SOLE
COM
Shares63.21K
TypeSH
Market value$21.54M
1.34%
Sole
63.21K
Shared
0.00
None
0.00

RICHARDSON ELECTRS LTD

SOLE
COM
Shares1.11M
TypeSH
Market value$21.11M
1.32%
Sole
1.11M
Shared
0.00
None
0.00

WATSCO INC

SOLE
COM
Shares50.43K
TypeSH
Market value$21.01M
1.31%
Sole
50.43K
Shared
0.00
None
0.00

OLD REP INTL CORP

SOLE
COM
Shares503.16K
TypeSH
Market value$20.59M
1.28%
Sole
503.12K
Shared
0.00
None
37.00

ELEVANCE HEALTH INC FORMERLY

SOLE
COM
Shares53.15K
TypeSH
Market value$20.55M
1.28%
Sole
53.15K
Shared
0.00
None
0.00
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