DDD Partners, LLC
166 holdingsFiling period: 2026-06-30Current AUM: $1.73Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 1.15M | $428.5M | $571.0M | 32.92% | -28,175 | 2026-06-30 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 112.7K | $56.4M | $56.4M | 3.25% | -1,352 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 166.1K | $48.1M | $55.0M | 3.17% | +965 | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 185.2K | $44.1M | $46.0M | 2.65% | +4.8K | 2026-06-30 |
| 5 | NWPX | NWPX INFRASTRUCTURE INC | 249.5K | $37.4M | $25.3M | 1.46% | -175,160 | 2026-06-30 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | 33.9K | $31.7M | $30.6M | 1.76% | +8.1K | 2026-06-30 |
| 7 | AVGO | BROADCOM INC | 80.8K | $30.5M | $27.4M | 1.58% | +1.0K | 2026-06-30 |
| 8 | GOOG | ALPHABET INC | 82.1K | $29.0M | $28.0M | 1.62% | +945 | 2026-06-30 |
| 9 | CMI | CUMMINS INC | 38.5K | $27.4M | $20.7M | 1.19% | -48 | 2026-06-30 |
| 10 | SPYM | SPDR SERIES TRUST | 297.7K | $26.2M | $26.5M | 1.53% | +168.1K | 2026-06-30 |
| 11 | CSCO | CISCO SYS INC | 214.7K | $25.2M | $23.6M | 1.36% | -58,936 | 2026-06-30 |
| 12 | DHR | DANAHER CORP DEL | 132.0K | $25.1M | $27.6M | 1.59% | +24.5K | 2026-06-30 |
| 13 | MRK | MERCK & CO INC | 190.5K | $24.5M | $27.4M | 1.58% | -- | 2026-06-30 |
| 14 | NVDA | NVIDIA CORPORATION | 118.1K | $23.6M | $25.1M | 1.44% | -5,499 | 2026-06-30 |
| 15 | BAC | BANK OF AMER CORP | 407.9K | $23.2M | $24.3M | 1.40% | +15 | 2026-06-30 |
| 16 | GPC | GENUINE PARTS CO | 193.9K | $22.9M | $25.4M | 1.46% | -202 | 2026-06-30 |
| 17 | TXN | TEXAS INSTRS INC | 76.4K | $22.8M | $20.1M | 1.16% | -- | 2026-06-30 |
| 18 | MU | MICRON TECHNOLOGY INC | 19.7K | $22.7M | $18.3M | 1.05% | -- | 2026-06-30 |
| 19 | — | JAMES HARDIE INDS PLC | 866.9K | $22.7M | $22.7M | 1.31% | -- | 2026-06-30 |
| 20 | QCOM | QUALCOMM INC | 118.1K | $21.8M | $22.2M | 1.28% | -34,497 | 2026-06-30 |
| 21 | — | CHUBB LIMITED | 63.2K | $21.5M | $21.5M | 1.24% | -69 | 2026-06-30 |
| 22 | RELL | RICHARDSON ELECTRS LTD | 1.11M | $21.1M | $18.1M | 1.04% | -22,490 | 2026-06-30 |
| 23 | WSO | WATSCO INC | 50.4K | $21.0M | $15.3M | 0.88% | -70 | 2026-06-30 |
| 24 | ORI | OLD REP INTL CORP | 503.2K | $20.6M | $20.7M | 1.19% | +11.0K | 2026-06-30 |
| 25 | ELV | ELEVANCE HEALTH INC FORMERLY | 53.1K | $20.6M | $22.2M | 1.28% | -- | 2026-06-30 |
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