DDD Partners, LLC
166 holdingsFiling period: 2026-06-30Current AUM: $1.79Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 1.15M | $428.5M | $610.9M | 34.07% | -28,175 | 2026-06-30 |
| 2 | BRK-B | Berkshire Hathaway Inc Del | 112.7K | $56.4M | $56.4M | 3.14% | -1,352 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 166.1K | $48.1M | $56.4M | 3.15% | +965 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 185.2K | $44.1M | $48.6M | 2.71% | +4.8K | 2026-06-30 |
| 5 | NWPX | Nwpx Infrastructure Inc | 249.5K | $37.4M | $24.3M | 1.36% | -175,160 | 2026-06-30 |
| 6 | COST | Costco Wholesale Corporation | 33.9K | $31.7M | $33.7M | 1.88% | +8.1K | 2026-06-30 |
| 7 | AVGO | Broadcom Inc | 80.8K | $30.5M | $27.0M | 1.51% | +1.0K | 2026-06-30 |
| 8 | GOOG | Alphabet Inc | 82.1K | $29.0M | $27.6M | 1.54% | +945 | 2026-06-30 |
| 9 | CMI | Cummins Inc | 38.5K | $27.4M | $20.6M | 1.15% | -48 | 2026-06-30 |
| 10 | SPYM | Spdr Series Trust | 297.7K | $26.2M | $27.0M | 1.50% | +168.1K | 2026-06-30 |
| 11 | CSCO | Cisco Sys Inc | 214.7K | $25.2M | $22.9M | 1.28% | -58,936 | 2026-06-30 |
| 12 | DHR | Danaher Corp Del | 132.0K | $25.1M | $29.6M | 1.65% | +24.5K | 2026-06-30 |
| 13 | MRK | Merck & Co Inc | 190.5K | $24.5M | $28.3M | 1.58% | -- | 2026-06-30 |
| 14 | NVDA | NVIDIA Corporation | 118.1K | $23.6M | $25.6M | 1.43% | -5,499 | 2026-06-30 |
| 15 | BAC | Bank of Amer Corp | 407.9K | $23.2M | $20.7M | 1.15% | +15 | 2026-06-30 |
| 16 | GPC | Genuine Parts Co | 193.9K | $22.9M | $24.0M | 1.34% | -202 | 2026-06-30 |
| 17 | TXN | Texas Instrs Inc | 76.4K | $22.8M | $21.2M | 1.18% | -- | 2026-06-30 |
| 18 | MU | Micron Technology Inc | 19.7K | $22.7M | $17.6M | 0.98% | -- | 2026-06-30 |
| 19 | — | James Hardie Inds PLC | 866.9K | $22.7M | $22.7M | 1.27% | -- | 2026-06-30 |
| 20 | QCOM | Qualcomm Inc | 118.1K | $21.8M | $20.7M | 1.16% | -34,497 | 2026-06-30 |
| 21 | — | Chubb Limited | 63.2K | $21.5M | $21.5M | 1.20% | -69 | 2026-06-30 |
| 22 | RELL | Richardson Electrs Ltd | 1.11M | $21.1M | $21.1M | 1.18% | -22,490 | 2026-06-30 |
| 23 | WSO | Watsco Inc | 50.4K | $21.0M | $15.2M | 0.85% | -70 | 2026-06-30 |
| 24 | ORI | Old Rep Intl Corp | 503.2K | $20.6M | $20.0M | 1.11% | +11.0K | 2026-06-30 |
| 25 | ELV | Elevance Health Inc Formerly | 53.1K | $20.6M | $23.4M | 1.30% | -- | 2026-06-30 |
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