Universe · entity
DDD Partners, LLC
Institutional manager (13F) · CIK 1729673
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $427M | 1,152,737 |
| 2 | BERKSHIRE HATHAWAY INC DEL | $55M | 114,010 |
| 3 | APPLE INC | $42M | 165,179 |
| 4 | AMAZON COM INC | $38M | 180,425 |
| 5 | NWPX INFRASTRUCTURE INC | $33M | 424,680 |
| 6 | COSTCO WHOLESALE CORPORATION | $26M | 25,821 |
| 7 | BROADCOM INC | $25M | 79,726 |
| 8 | ALPHABET INC | $23M | 81,132 |
| 9 | NVIDIA CORPORATION | $22M | 123,583 |
| 10 | CHEVRON CORPORATION | $22M | 104,035 |
| 11 | PEPSICO INC | $21M | 137,730 |
| 12 | CISCO SYS INC | $21M | 273,604 |
| 13 | REGENERON PHARMACEUTICALS | $21M | 26,920 |
| 14 | CUMMINS INC | $21M | 38,505 |
| 15 | CHUBB LTD SWITZ | $21M | 63,278 |
| 16 | GENUINE PARTS CO | $21M | 194,135 |
| 17 | DANAHER CORP DEL | $20M | 107,494 |
| 18 | WEC ENERGY GROUP INC | $20M | 173,696 |
| 19 | BANK AMERICA CORP | $20M | 407,840 |
| 20 | ABBVIE INC | $20M | 91,397 |
| 21 | ABBOTT LABORATORIES | $20M | 193,543 |
| 22 | PROLOGIS INC. | $20M | 149,140 |
| 23 | QUALCOMM INC | $20M | 152,568 |
| 24 | OLD REP INTL CORP | $20M | 492,132 |
| 25 | CME GROUP INC | $19M | 65,955 |
| 26 | KINDER MORGAN INC DEL | $19M | 574,445 |
| 27 | EASTMAN CHEM CO | $19M | 251,859 |
| 28 | META PLATFORMS INC | $19M | 32,584 |
| 29 | WATSCO INC | $18M | 50,496 |
| 30 | AMRIZE LTD | $18M | 324,803 |
| 31 | HOME DEPOT INC | $18M | 54,369 |
| 32 | HUBBELL INC | $17M | 33,656 |
| 33 | BOEING CO | $16M | 80,762 |
| 34 | TE CONNECTIVITY PLC | $16M | 74,424 |
| 35 | ON SEMICONDUCTOR CORP | $15M | 239,995 |
| 36 | ELANCO ANIMAL HEALTH INC | $15M | 618,084 |
| 37 | SERVICENOW INC | $14M | 136,412 |
| 38 | HF SINCLAIR CORP | $13M | 216,245 |
| 39 | DISNEY WALT CO | $13M | 134,640 |
| 40 | ELEMENT SOLUTIONS INC | $12M | 364,440 |
| 41 | RICHARDSON ELECTRS LTD | $12M | 1,133,092 |
| 42 | UNITEDHEALTH GROUP INC | $12M | 43,877 |
| 43 | MERITAGE HOMES CORP | $12M | 189,223 |
| 44 | VANGUARD SCOTTSDALE FDS | $11M | 191,466 |
| 45 | SPDR SERIES TRUST | $10M | 129,560 |
| 46 | HUNTINGTON INGALLS INDS INC | $10M | 26,003 |
| 47 | VANGUARD SCOTTSDALE FDS | $8M | 105,611 |
| 48 | VICTORY PORTFOLIOS II | $6M | 110,966 |
| 49 | ISHARES TR | $6M | 59,773 |
| 50 | ALIGN TECHNOLOGY INC | $5M | 26,416 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.