DDD Partners, LLC

CIK 0001729673 • 6 13F filings • May 2, 2025 – Aug 5, 2026

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Filer information

Filed by: DDD Partners, LLC, Chief Compliance Officer
Address: 2155 112TH AVE NE, BELLEVUE, WA, 98004
Phone: 425.998.9960
AUM: $1.57B

AUM over time

$1.60B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.57B129 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$17.4M	1.1%	129,596 SH	New
ABBVIE INC	COM	$20.5M	1.3%Prev: 0.1%	88,406 SH	Increased+84,018 SH
ADOBE INC	COM	$2.3M	0.1%	6,466 SH	New
AIRBNB INC	COM CL A	$272K	0.0%	2,237 SH	New
ALIGN TECHNOLOGY INC	COM	$1.2M	0.1%	9,228 SH	New
ALPHABET INC	CAP STK CL A	$1.2M	0.1%Prev: 0.2%	4,924 SH	Decreased-2,365 SH
ALPHABET INC	CAP STK CL C	$27.0M	1.7%Prev: 1.8%	110,738 SH	Decreased+28,661 SH
AMAZON COM INC	COM	$39.2M	2.5%Prev: 2.8%	178,754 SH	Decreased-6,468 SH
APPLE INC	COM	$40.9M	2.6%Prev: 3.0%	160,529 SH	Decreased-5,615 SH
ARCHER AVIATION INC	COM CL A	$280K	0.0%	29,271 SH	New
ARK ETF TR	GENOMIC REV ETF	$995K	0.1%Prev: 0.0%	35,839 SH	Increased+19,656 SH
ASTRONICS CORP	COM	$324K	0.0%	7,097 SH	New
BANK AMERICA CORP	COM	$20.9M	1.3%	404,353 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$64.5M	4.1%Prev: 3.5%	128,370 SH	Increased+15,712 SH
BOEING CO	COM	$738K	0.0%Prev: 1.1%	3,420 SH	Decreased-79,203 SH
BOISE CASCADE CO DEL	COM	$1.1M	0.1%	14,432 SH	New
BROADCOM INC	COM	$28.6M	1.8%Prev: 1.9%	86,633 SH	Decreased+5,875 SH
CADENCE DESIGN SYSTEM INC	COM	$11.6M	0.7%	32,944 SH	New
CHEVRON CORP NEW	COM	$19.4M	1.2%	124,991 SH	New
CHUBB LIMITED	COM	$20.6M	1.3%Prev: 1.3%	72,979 SH	Decreased+9,770 SH
CISCO SYS INC	COM	$18.5M	1.2%Prev: 1.6%	270,751 SH	Decreased+56,083 SH
CLEARSIGN TECHNOLOGIES CORP	COM	$89K	0.0%	115,000 SH	New
CLOUDASTRUCTURE INC	COM CL A	$15K	0.0%Prev: 0.0%	11,834 SH	Increased
CME GROUP INC	COM	$17.7M	1.1%	65,430 SH	New
COINBASE GLOBAL INC	COM CL A	$369K	0.0%	1,093 SH	New
COPART INC	COM	$483K	0.0%Prev: 0.0%	10,743 SH	Increased+103 SH
CORE NATURAL RESOURCES INC	COM SHS	$1.2M	0.1%	14,257 SH	New
COSTCO WHSL CORP NEW	COM	$24.0M	1.5%	25,966 SH	New
CROWDSTRIKE HLDGS INC	CL A	$825K	0.1%Prev: 0.0%	1,683 SH	Increased+951 SH
CUMMINS INC	COM	$19.4M	1.2%Prev: 1.7%	45,887 SH	Decreased+7,430 SH
DANAHER CORPORATION	COM	$18.3M	1.2%	92,270 SH	New
DATADOG INC	CL A COM	$269K	0.0%	1,891 SH	New
DEERE & CO	COM	$378K	0.0%Prev: 0.0%	827 SH	Decreased-32 SH
DEVON ENERGY CORP NEW	COM	$283K	0.0%Prev: 0.0%	8,077 SH	Increased+2,218 SH
DIANA SHIPPING INC	COM	$53K	0.0%Prev: 0.0%	31,338 SH	Decreased
EATON CORP PLC	SHS	$618K	0.0%Prev: 0.0%	1,650 SH	Decreased-39 SH
ELANCO ANIMAL HEALTH INC	COM	$35.3M	2.2%Prev: 0.9%	1,753,369 SH	Increased+1,138,278 SH
ENBRIDGE INC	COM	$229K	0.0%Prev: 0.0%	4,546 SH	Decreased
ENOVIX CORPORATION	COM	$234K	0.0%	23,502 SH	New
EXPEDITORS INTL WASH INC	COM	$2.9M	0.2%Prev: 0.3%	24,023 SH	Decreased-1,268 SH
EXXON MOBIL CORP	COM	$936K	0.1%Prev: 0.1%	8,305 SH	Decreased-76 SH
FERRARI N V	COM	$3.4M	0.2%Prev: 0.2%	7,062 SH	Increased-106 SH
GENUINE PARTS CO	COM	$18.9M	1.2%Prev: 1.4%	136,549 SH	Decreased-57,384 SH
GRAINGER W W INC	COM	$558K	0.0%	586 SH	New
HF SINCLAIR CORP	COM	$21.8M	1.4%Prev: 0.9%	416,149 SH	Increased+200,916 SH
HOME DEPOT INC	COM	$18.7M	1.2%Prev: 0.1%	46,123 SH	Increased+43,322 SH
HUBBELL INC	COM	$14.3M	0.9%Prev: 1.3%	33,310 SH	Decreased-5,430 SH
HUNTINGTON INGALLS INDS INC	COM	$13.0M	0.8%	45,295 SH	New
INMODE LTD	SHS	$179K	0.0%	12,015 SH	New
INTUITIVE SURGICAL INC	COM NEW	$2.5M	0.2%Prev: 0.2%	5,504 SH	Decreased-2,419 SH
INVESCO QQQ TR	UNIT SER 1	$676K	0.0%Prev: 0.0%	1,126 SH	Increased+596 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.6M	0.2%Prev: 0.1%	39,647 SH	Increased-10,606 SH
ISHARES ETHEREUM TR	SHS	$822K	0.1%Prev: 0.0%	26,079 SH	Increased-8,684 SH
ISHARES GOLD TR	ISHARES NEW	$420K	0.0%Prev: 0.0%	5,765 SH	Decreased-53 SH
ISHARES TR	7-10 YR TRSY BD	$4.4M	0.3%Prev: 0.4%	45,613 SH	Decreased-25,495 SH
ISHARES TR	CORE S&P MCP ETF	$574K	0.0%Prev: 0.0%	8,790 SH	Decreased+125 SH
ISHARES TR	CORE S&P SCP ETF	$536K	0.0%Prev: 0.0%	4,508 SH	Decreased-55 SH
ISHARES TR	CORE S&P500 ETF	$1.7M	0.1%Prev: 0.1%	2,565 SH	Decreased-79 SH
ISHARES TR	RUS TP200 GR ETF	$386K	0.0%Prev: 0.0%	1,410 SH	Decreased
ISHARES TR	S&P 100 ETF	$238K	0.0%Prev: 0.0%	714 SH	Decreased
JOHNSON & JOHNSON	COM	$220K	0.0%Prev: 0.0%	1,187 SH	Decreased-1,962 SH
JPMORGAN CHASE & CO.	COM	$788K	0.1%	2,499 SH	New
KINDER MORGAN INC DEL	COM	$19.1M	1.2%Prev: 1.1%	676,125 SH	Increased+102,113 SH
LOWES COS INC	COM	$382K	0.0%Prev: 0.0%	1,522 SH	Increased-4 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$14.4M	0.9%	292,750 SH	New
MCKESSON CORP	COM	$222K	0.0%Prev: 0.0%	287 SH	Decreased-379 SH
META PLATFORMS INC	CL A	$24.3M	1.5%Prev: 1.2%	33,136 SH	Increased-61 SH
MICROSOFT CORP	COM	$592.3M	37.6%Prev: 26.7%	1,143,636 SH	Increased-5,026 SH
MICROVISION INC DEL	COM NEW	$29K	0.0%	23,361 SH	New
MOLINA HEALTHCARE INC	COM	$1.7M	0.1%	9,107 SH	New
MOODYS CORP	COM	$619K	0.0%Prev: 0.0%	1,299 SH	Increased+4 SH
MP MATERIALS CORP	COM CL A	$282K	0.0%Prev: 0.0%	4,209 SH	Increased+246 SH
NATERA INC	COM	$250K	0.0%Prev: 0.0%	1,556 SH	Increased+693 SH
NETFLIX INC	COM	$201K	0.0%	168 SH	New
NVIDIA CORPORATION	COM	$22.3M	1.4%Prev: 1.5%	119,313 SH	Decreased+1,229 SH
NWPX INFRASTRUCTURE INC	COM	$23.6M	1.5%Prev: 2.3%	446,637 SH	Decreased+197,117 SH
OCCIDENTAL PETE CORP	COM	$3.3M	0.2%Prev: 0.2%	69,779 SH	Increased+14,594 SH
OLD REP INTL CORP	COM	$20.7M	1.3%Prev: 1.3%	488,558 SH	Increased-14,599 SH
PALANTIR TECHNOLOGIES INC	CL A	$657K	0.0%Prev: 0.0%	3,601 SH	Decreased-2,092 SH
PALO ALTO NETWORKS INC	COM	$12.3M	0.8%	60,369 SH	New
PAYPAL HLDGS INC	COM	$2.5M	0.2%	36,567 SH	New
PEPSICO INC	COM	$19.2M	1.2%Prev: 1.2%	136,557 SH	Increased-1,021 SH
PROLOGIS INC.	COM	$19.2M	1.2%Prev: 1.3%	168,071 SH	Decreased+19,137 SH
QUALCOMM INC	COM	$19.7M	1.2%Prev: 1.4%	118,202 SH	Decreased+131 SH
RAYONIER ADVANCED MATLS INC	COM	$1.4M	0.1%Prev: 0.1%	200,000 SH	Decreased
REGENERON PHARMACEUTICALS	COM	$12.0M	0.8%Prev: 1.3%	21,361 SH	Decreased-10,942 SH
RESMED INC	COM	$291K	0.0%Prev: 0.0%	1,063 SH	Increased-18 SH
RICHARDSON ELECTRS LTD	COM	$11.2M	0.7%Prev: 1.3%	1,140,424 SH	Decreased+29,822 SH
ROYAL GOLD INC	COM	$1.7M	0.1%	8,556 SH	New
RTX CORPORATION	COM	$14.3M	0.9%Prev: 0.0%	85,349 SH	Increased+82,271 SH
SABLE OFFSHORE CORP	COM SHS	$1.5M	0.1%	87,576 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.3M	0.1%Prev: 0.0%	31,106 SH	Increased+20,030 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$1.3M	0.1%Prev: 0.0%	41,882 SH	Increased+26,970 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$437K	0.0%Prev: 0.0%	18,774 SH	Decreased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$768K	0.0%Prev: 0.0%	28,144 SH	Increased+13,314 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.0M	0.3%Prev: 0.1%	137,019 SH	Increased+88,144 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$470K	0.0%Prev: 0.0%	17,849 SH	Decreased+485 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$2.5M	0.2%	20,967 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$434K	0.0%	3,116 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.6M	0.2%	9,252 SH	New
SERVICENOW INC	COM	$15.2M	1.0%	16,566 SH	New
SNOWFLAKE INC	COM SHS	$1.7M	0.1%Prev: 0.0%	7,451 SH	Increased+5,106 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$223K	0.0%	480 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.7M	0.2%	5,559 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$225K	0.0%Prev: 0.0%	6,126 SH	Decreased-159 SH
SPROTT INC	COM NEW	$2.0M	0.1%Prev: 0.2%	23,547 SH	Decreased-1,462 SH
STARBUCKS CORP	COM	$473K	0.0%Prev: 0.0%	5,587 SH	Decreased-430 SH
SYMBOTIC INC	CLASS A COM	$5.6M	0.4%Prev: 0.2%	103,611 SH	Increased+27,820 SH
TESLA INC	COM	$3.0M	0.2%Prev: 0.2%	6,694 SH	Increased+952 SH
TEXAS INSTRS INC	COM	$10.9M	0.7%Prev: 1.4%	59,137 SH	Decreased-17,273 SH
THERMO FISHER SCIENTIFIC INC	COM	$11.7M	0.7%	24,199 SH	New
UBER TECHNOLOGIES INC	COM	$17.1M	1.1%Prev: 0.0%	174,824 SH	Increased+168,041 SH
UNITEDHEALTH GROUP INC	COM	$15.0M	1.0%Prev: 1.2%	43,388 SH	Decreased-1,130 SH
VANGUARD INDEX FDS	GROWTH ETF	$480K	0.0%Prev: 0.0%	1,001 SH	Decreased-5,089 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$266K	0.0%Prev: 0.0%	434 SH	Decreased-143 SH
VANGUARD INDEX FDS	SMALL CP ETF	$211K	0.0%Prev: 0.0%	830 SH	Decreased-1 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$630K	0.0%Prev: 0.1%	1,921 SH	Decreased-389 SH
VANGUARD INDEX FDS	VALUE ETF	$605K	0.0%Prev: 0.0%	3,245 SH	Decreased-29 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$8.4M	0.5%Prev: 0.8%	141,971 SH	Decreased-86,430 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$6.5M	0.4%Prev: 0.6%	81,674 SH	Decreased-44,329 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$245K	0.0%	1,137 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$200K	0.0%Prev: 0.0%	1,690 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$223K	0.0%	299 SH	New
VERIZON COMMUNICATIONS INC	COM	$18.3M	1.2%	416,063 SH	New
VICARIOUS SURGICAL INC	COM CL A NEW	$1.0M	0.1%	187,265 SH	New
VICTORY PORTFOLIOS II	SHARES FREE CASH	$2.4M	0.2%	63,038 SH	New
VICTORY PORTFOLIOS II	VICSHS DV AC ETF	$5.6M	0.4%Prev: 0.1%	105,068 SH	Increased+72,184 SH
VISA INC	COM CL A	$1.2M	0.1%Prev: 0.1%	3,620 SH	Decreased-2,342 SH
WEC ENERGY GROUP INC	COM	$19.7M	1.3%Prev: 1.3%	172,033 SH	Decreased-1,418 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $361K
ADVANCED MICRO DEVICES INC — $758K
AGNC INVT CORP — $285K
ALNYLAM PHARMACEUTICALS INC — $209K
AMERICAN EXPRESS CO — $524K
AMPHENOL CORP — $18.2M
AMRIZE LTD — $18.6M
AST SPACEMOBILE INC — $393K
BAKER HUGHES COMPANY — $2.9M
BANK OF AMER CORP — $23.2M
BOOKING HOLDINGS INC — $491K
BROOKFIELD ASSET MANAGMT LTD — $19.5M
CHEVRON CORPORATION — $17.2M
CIENA CORP — $331K
CLEARSIGN TECHNOLOGIES CORP — $44K
CONSTELLATION ENERGY CORP — $370K
COSTCO WHOLESALE CORPORATION — $31.7M
DANAHER CORP DEL — $25.1M
DIMENSIONAL ETF TRUST — $201K
DISNEY WALT CO — $16.5M
… and 57 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001729673-26-000003	$1.57B	View
Nov 6, 2025	Q3 2025	13F-HR	0001729673-25-000008	$1.57B	View
Aug 5, 2026	Q2 2026