Funds › DDD Partners, LLC
DDD Partners, LLC
13F for Q3 2026, filed Nov 2, 2026. 162 positions worth $1.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 2, 2026
Reported value
$1.7B
+$146.0M (9.1%) vs Q2 2026
Positions
162
164 in Q2 2026
Top 10 share
47.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation | 941,023 | $482.7M | 27.6% | -17.2% | 13F ↗ |
| 2 | BRK-B Berkshire Hathaway Inc. Class B | 130,549 | $65.0M | 3.7% | +15.9% | 13F ↗ |
| 3 | AAPL Apple Inc. | 171,454 | $57.1M | 3.3% | +3.2% | 13F ↗ |
| 4 | AMZN Amazon.com, Inc. | 194,278 | $48.4M | 2.8% | +4.9% | 13F ↗ |
| 5 | DHR Danaher Corporation | 148,504 | $32.9M | 1.9% | +12.5% | 13F ↗ |
| 6 | COST Costco Wholesale Corporation | 35,588 | $32.4M | 1.9% | +4.9% | 13F ↗ |
| 7 | AVGO Broadcom Inc. | 85,823 | $30.1M | 1.7% | +6.3% | 13F ↗ |
| 8 | GOOG Alphabet Inc. Class C | 84,505 | $28.8M | 1.6% | +3.0% | 13F ↗ |
| 9 | Spdr Series Trust St Str P500ETF | 297,270 | $26.7M | 1.5% | -0.1% | 13F ↗ |
| 10 | META Meta Platforms, Inc. | 35,915 | $26.0M | 1.5% | +8.2% | 13F ↗ |
| 11 | ESI Element Solutions Inc. | 711,229 | $25.8M | 1.5% | +96.2% | 13F ↗ |
| 12 | NVDA NVIDIA Corporation | 112,504 | $25.7M | 1.5% | -4.7% | 13F ↗ |
| 13 | MRK Merck & Company, Inc. | 174,482 | $25.4M | 1.4% | -8.4% | 13F ↗ |
| 14 | REGN Regeneron Pharmaceuticals, Inc. | 32,587 | $24.7M | 1.4% | +0.9% | 13F ↗ |
| 15 | GPC Genuine Parts Company | 195,943 | $24.6M | 1.4% | +1.0% | 13F ↗ |
| 16 | APH Amphenol Corporation | 290,281 | $24.5M | 1.4% | +40.9% | 13F ↗ |
| 17 | PEP PepsiCo, Inc. | 181,026 | $22.9M | 1.3% | +31.6% | 13F ↗ |
| 18 | FFIV F5, Inc. | 51,130 | $22.8M | 1.3% | +25.6% | 13F ↗ |
| 19 | JHX James Hardie Industries plc. | 879,149 | $22.3M | 1.3% | +1.4% | 13F ↗ |
| 20 | NWPX NWPX Infrastructure, Inc. | 214,373 | $22.1M | 1.3% | -14.1% | 13F ↗ |
| 21 | TXN Texas Instruments Incorporated | 77,858 | $21.8M | 1.2% | +1.9% | 13F ↗ |
| 22 | CVX Chevron Corporation | 105,861 | $21.6M | 1.2% | +1.8% | 13F ↗ |
| 23 | BA Boeing Company | 114,543 | $21.3M | 1.2% | +38.6% | 13F ↗ |
| 24 | DIS Walt Disney Company | 202,239 | $21.2M | 1.2% | +17.7% | 13F ↗ |
| 25 | QCOM QUALCOMM Incorporated | 115,225 | $21.2M | 1.2% | -2.4% | 13F ↗ |
| 26 | ELV Elevance Health, Inc. | 54,461 | $21.2M | 1.2% | +2.5% | 13F ↗ |
| 27 | CB Chubb Limited | 63,344 | $20.6M | 1.2% | +0.2% | 13F ↗ |
| 28 | WEC WEC Energy Group, Inc. | 204,340 | $20.6M | 1.2% | +17.8% | 13F ↗ |
| 29 | CSCO Cisco Systems, Inc. | 190,232 | $20.5M | 1.2% | -11.4% | 13F ↗ |
| 30 | BAM Brookfield Asset Management Ltd. | 440,384 | $19.6M | 1.1% | +1.2% | 13F ↗ |
| 31 | PLD Prologis, Inc. | 151,152 | $19.6M | 1.1% | +1.5% | 13F ↗ |
| 32 | ON ON Semiconductor Corporation | 254,359 | $19.6M | 1.1% | +22.2% | 13F ↗ |
| 33 | KMB Kimberly-Clark Corporation | 200,086 | $19.5M | 1.1% | New | 13F ↗ |
| 34 | VRSK Verisk Analytics, Inc. | 115,071 | $19.3M | 1.1% | New | 13F ↗ |
| 35 | ORI Old Republic International Corporation | 512,434 | $19.1M | 1.1% | +1.8% | 13F ↗ |
| 36 | MU Micron Technology, Inc. | 17,802 | $19.0M | 1.1% | -9.6% | 13F ↗ |
| 37 | ELAN Elanco Animal Health Incorporated | 835,246 | $18.7M | 1.1% | +35.8% | 13F ↗ |
| 38 | CMI Cummins Inc. · Equities | 35,255 | $18.2M | 1.0% | -8.3% | 13F ↗ |
| 39 | EMN Eastman Chemical Company | 273,773 | $17.8M | 1.0% | +1.4% | 13F ↗ |
| 40 | KMI Kinder Morgan, Inc. | 584,496 | $17.6M | 1.0% | +1.8% | 13F ↗ |
| 41 | RELL Richardson Electronics, Ltd. | 959,966 | $17.0M | 1.0% | -13.6% | 13F ↗ |
| 42 | UNH UnitedHealth Group Incorporated | 45,194 | $16.6M | 0.9% | +1.5% | 13F ↗ |
| 43 | DINO HF Sinclair Corporation | 142,544 | $15.3M | 0.9% | -33.8% | 13F ↗ |
| 44 | Vanguard Scottsdale Fds Short Term Treas | 242,076 | $13.9M | 0.8% | +6.0% | 13F ↗ |
| 45 | CIEN Ciena Corporation | 39,242 | $13.8M | 0.8% | +5722% | 13F ↗ |
| 46 | NOW ServiceNow, Inc. | 98,925 | $13.3M | 0.8% | New | 13F ↗ |
| 47 | Vanguard Scottsdale Fds Shrt Trm Corp Bd | 133,726 | $10.3M | 0.6% | +6.1% | 13F ↗ |
| 48 | iShares Tr 7-10 Yr Trsy Bd | 74,390 | $6.6M | 0.4% | +4.6% | 13F ↗ |
| 49 | HPE Hewlett Packard Enterprise Company | 97,078 | $6.2M | 0.4% | +16.5% | 13F ↗ |
| 50 | PGR Progressive Corporation | 28,570 | $5.9M | 0.3% | New | 13F ↗ |
Showing the top 50 of 162 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
18 new, 87 added to, 38 trimmed, 20 exited, 19 unchanged. By estimated dollars.
New positions (18)
| KMB Kimberly-Clark Corporation | 200,086 | New | $19.5M |
| VRSK Verisk Analytics, Inc. | 115,071 | New | $19.3M |
| NOW ServiceNow, Inc. | 98,925 | New | $13.3M |
| PGR Progressive Corporation | 28,570 | New | $5.9M |
| WTTR Select Water Solutions, Inc. | 250,518 | New | $5.0M |
| BBUC Brookfield Business Corporation | 167,338 | New | $4.3M |
| Roundhill ETF Trust S&P 500 No Etf | 57,862 | New | $1.8M |
| XOM ExxonMobil Holdings Corporation | 8,439 | New | $1.4M |
| VLTO Veralto Corp | 5,141 | New | $484.9K |
| iShares Tr Etf | 1,520 | New | $422.4K |
Added to (87)
| CIEN Ciena Corporation | 39,242 | +5722% | $13.6M |
| ESI Element Solutions Inc. | 711,229 | +96.2% | $12.6M |
| BRK-B Berkshire Hathaway Inc. Class B | 130,549 | +15.9% | $8.9M |
| APH Amphenol Corporation | 290,281 | +40.9% | $7.1M |
| BA Boeing Company | 114,543 | +38.6% | $5.9M |
| PEP PepsiCo, Inc. | 181,026 | +31.6% | $5.5M |
| ELAN Elanco Animal Health Incorporated | 835,246 | +35.8% | $4.9M |
| FFIV F5, Inc. | 51,130 | +25.6% | $4.6M |
| ENPH Enphase Energy, Inc. | 132,894 | +1564% | $4.1M |
| ALNY Alnylam Pharmaceuticals, Inc. | 16,602 | +2292% | $3.9M |
Trimmed (38)
| MSFT Microsoft Corporation | 941,023 | -17.2% | -$100.4M |
| BAC Bank of America Corporation | 7,763 | -98.1% | -$21.8M |
| DINO HF Sinclair Corporation | 142,544 | -33.8% | -$7.8M |
| NWPX NWPX Infrastructure, Inc. | 214,373 | -14.1% | -$3.6M |
| RELL Richardson Electronics, Ltd. | 959,966 | -13.6% | -$2.7M |
| CSCO Cisco Systems, Inc. | 190,232 | -11.4% | -$2.6M |
| MRK Merck & Company, Inc. | 174,482 | -8.4% | -$2.3M |
| MU Micron Technology, Inc. | 17,802 | -9.6% | -$2.0M |
| CMI Cummins Inc. · Equities | 35,255 | -8.3% | -$1.7M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 2,029 | -47.5% | -$1.4M |
Exited (20)
| WSO Watsco, Inc. | 50,426 | Exited | -$21.0M |
| HUBB Hubbell Inc | 38,740 | Exited | -$20.3M |
| AMRZ Amrize Ltd | 349,483 | Exited | -$18.6M |
| UNF Unifirst Corporation | 14,036 | Exited | -$3.7M |
| BKR Baker Hughes Company | 52,744 | Exited | -$2.9M |
| OXY Occidental Petroleum Corporation | 55,185 | Exited | -$2.7M |
| Exxon Mobil Corp | 8,381 | Exited | -$1.1M |
| Schwab Strategic Tr Intl Eqty Etf | 18,774 | Exited | -$520.0K |
| ASTS AST SpaceMobile, Inc. | 4,426 | Exited | -$393.3K |
| SPHR Sphere Entertainment Co. | 1,888 | Exited | -$326.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 2, 2026 | 13F-HR | 163 | $1.7B | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 165 | $1.6B | Current | SEC ↗ |
| Q1 2026 | Apr 28, 2026 | 13F-HR | 135 | $1.5B | Current | SEC ↗ |
| Q4 2025 | Jan 22, 2026 | 13F-HR | 130 | $1.6B | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 129 | $1.6B | Current | SEC ↗ |
| Q2 2025 | Jul 31, 2025 | 13F-HR | 112 | $932.7M | Current | SEC ↗ |
| Q1 2025 | May 2, 2025 | 13F-HR | 102 | $823.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer