DDD PARTNERS, LLC

PrivateCIK: 1729673
Location

BELLEVUE, WA

134
Positions
$1.45B
Total AUM (reported)
11.77M
Total Shares

Allocation by class

TOTAL AUM$1.45B134 positions
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 336.7%4–1012.9%11–2521.0%Rest29.4%TOP 1049.6%0%100%
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

SOLE
COM
Shares1.18M
TypeSH
Market value$435.63M
30.03%
Sole
1.18M
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares114.01K
TypeSH
Market value$54.63M
3.77%
Sole
114.01K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares165.18K
TypeSH
Market value$41.92M
2.89%
Sole
165.18K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares180.43K
TypeSH
Market value$37.58M
2.59%
Sole
180.43K
Shared
0.00
None
0.00

NWPX INFRASTRUCTURE INC

SOLE
COM
Shares424.68K
TypeSH
Market value$33.07M
2.28%
Sole
424.68K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares25.82K
TypeSH
Market value$25.73M
1.77%
Sole
25.82K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares79.73K
TypeSH
Market value$24.68M
1.70%
Sole
79.73K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares81.13K
TypeSH
Market value$23.27M
1.60%
Sole
81.13K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares123.58K
TypeSH
Market value$21.55M
1.49%
Sole
123.58K
Shared
0.00
None
0.00

CHEVRON CORPORATION

SOLE
COM
Shares104.03K
TypeSH
Market value$21.52M
1.48%
Sole
104.03K
Shared
0.00
None
0.00

PEPSICO INC

SOLE
COM
Shares137.73K
TypeSH
Market value$21.39M
1.47%
Sole
137.73K
Shared
0.00
None
0.00

CISCO SYS INC

SOLE
COM
Shares273.60K
TypeSH
Market value$21.23M
1.46%
Sole
273.60K
Shared
0.00
None
0.00

REGENERON PHARMACEUTICALS

SOLE
COM
Shares26.92K
TypeSH
Market value$20.80M
1.43%
Sole
26.92K
Shared
0.00
None
0.00

CUMMINS INC

SOLE
COM
Shares38.51K
TypeSH
Market value$20.72M
1.43%
Sole
38.51K
Shared
0.00
None
0.00

CHUBB LTD SWITZ

SOLE
COM
Shares63.28K
TypeSH
Market value$20.62M
1.42%
Sole
63.28K
Shared
0.00
None
0.00

GENUINE PARTS CO

SOLE
COM
Shares194.13K
TypeSH
Market value$20.53M
1.42%
Sole
194.13K
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares107.49K
TypeSH
Market value$20.38M
1.41%
Sole
107.49K
Shared
0.00
None
0.00

WEC ENERGY GROUP INC

SOLE
COM
Shares173.70K
TypeSH
Market value$20.11M
1.39%
Sole
173.70K
Shared
0.00
None
0.00

BANK AMERICA CORP

SOLE
COM
Shares407.84K
TypeSH
Market value$19.88M
1.37%
Sole
407.84K
Shared
0.00
None
0.00

ABBVIE INC

SOLE
COM
Shares91.40K
TypeSH
Market value$19.88M
1.37%
Sole
91.40K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares193.54K
TypeSH
Market value$19.87M
1.37%
Sole
193.54K
Shared
0.00
None
0.00

PROLOGIS INC.

SOLE
COM
Shares149.14K
TypeSH
Market value$19.71M
1.36%
Sole
149.14K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares152.57K
TypeSH
Market value$19.65M
1.35%
Sole
152.57K
Shared
0.00
None
0.00

OLD REP INTL CORP

SOLE
COM
Shares492.13K
TypeSH
Market value$19.64M
1.35%
Sole
492.13K
Shared
0.00
None
0.00

CME GROUP INC

SOLE
COM
Shares65.95K
TypeSH
Market value$19.48M
1.34%
Sole
65.95K
Shared
0.00
None
0.00
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