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: $1.60B164 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$361K	0.0%	3,978 SH	New
ABBVIE INC	COM	$1.1M	0.1%Prev: 2.1%	4,388 SH	Decreased-102,292 SH
ADVANCED MICRO DEVICES INC	COM	$758K	0.0%	1,304 SH	New
AGNC INVT CORP	COM	$285K	0.0%	26,183 SH	New
ALNYLAM PHARMACEUTICALS INC	COM	$209K	0.0%	694 SH	New
ALPHABET INC	CAP STK CL A	$2.6M	0.2%Prev: 0.1%	7,289 SH	Increased+3,487 SH
ALPHABET INC	CAP STK CL C	$29.0M	1.8%Prev: 2.1%	82,077 SH	Increased-25,951 SH
AMAZON COM INC	COM	$44.1M	2.8%Prev: 4.1%	185,222 SH	Increased+11,161 SH
AMERICAN EXPRESS CO	COM	$524K	0.0%	1,549 SH	New
AMPHENOL CORP	CL A	$18.2M	1.1%	102,982 SH	New
AMRIZE LTD	SHS	$18.6M	1.2%	349,483 SH	New
APPLE INC	COM	$48.1M	3.0%Prev: 3.5%	166,144 SH	Increased+8,788 SH
ARK ETF TR	GENOMIC REV ETF	$681K	0.0%Prev: 0.1%	16,183 SH	Decreased-19,959 SH
AST SPACEMOBILE INC	COM CL A	$393K	0.0%	4,426 SH	New
BAKER HUGHES COMPANY	CL A	$2.9M	0.2%	52,744 SH	New
BANK OF AMER CORP	COM	$23.2M	1.4%	407,855 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$56.4M	3.5%Prev: 7.2%	112,658 SH	Decreased-26,277 SH
BOEING CO	COM	$17.9M	1.1%Prev: 0.1%	82,623 SH	Increased+79,203 SH
BOOKING HOLDINGS INC	COM	$491K	0.0%	2,755 SH	New
BROADCOM INC	COM	$30.5M	1.9%Prev: 3.2%	80,758 SH	Increased-27,949 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$19.5M	1.2%	435,175 SH	New
CHEVRON CORPORATION	COM	$17.2M	1.1%	103,943 SH	New
CHUBB LIMITED	COM	$21.5M	1.3%Prev: 2.2%	63,209 SH	Increased-7,540 SH
CIENA CORP	COM NEW	$331K	0.0%Prev: 1.0%	674 SH	Decreased-112,461 SH
CISCO SYS INC	COM	$25.2M	1.6%Prev: 2.7%	214,668 SH	Increased-145,977 SH
CLEARSIGN TECHNOLOGIES CORP	COM NEW	$44K	0.0%	12,000 SH	New
CLOUDASTRUCTURE INC	COM CL A	$4K	0.0%	11,834 SH	New
CONSTELLATION ENERGY CORP	COM	$370K	0.0%	1,488 SH	New
COPART INC	COM	$300K	0.0%Prev: 0.1%	10,640 SH	Decreased-103 SH
COSTCO WHOLESALE CORPORATION	COM	$31.7M	2.0%	33,927 SH	New
CROWDSTRIKE HLDGS INC	CL A	$559K	0.0%Prev: 0.1%	732 SH	Increased-340 SH
CUMMINS INC	COM	$27.4M	1.7%Prev: 2.5%	38,457 SH	Increased-33,201 SH
DANAHER CORP DEL	COM	$25.1M	1.6%	131,956 SH	New
DEERE & CO	COM	$545K	0.0%Prev: 0.0%	859 SH	Increased+31 SH
DEVON ENERGY CORP NEW	COM	$242K	0.0%Prev: 0.0%	5,859 SH	Decreased-4,045 SH
DIANA SHIPPING INC	COM	$66K	0.0%Prev: 0.0%	31,338 SH	Increased
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$201K	0.0%	4,524 SH	New
DISNEY WALT CO	COM	$16.5M	1.0%	171,896 SH	New
EASTMAN CHEM CO	COM	$18.1M	1.1%	269,877 SH	New
EATON CORP PLC	SHS	$720K	0.0%Prev: 0.1%	1,689 SH	Increased+39 SH
ELANCO ANIMAL HEALTH INC	COM	$15.1M	0.9%Prev: 2.5%	615,091 SH	Decreased-1,029,337 SH
ELEMENT SOLUTIONS INC	COM	$17.3M	1.1%	362,553 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$20.6M	1.3%	53,145 SH	New
ELI LILLY & CO	COM	$817K	0.1%	681 SH	New
ENBRIDGE INC	COM	$246K	0.0%Prev: 0.0%	4,546 SH	Increased
ENPHASE ENERGY INC	COM	$393K	0.0%	7,988 SH	New
EXPEDITORS INTL WASH INC	COM	$4.1M	0.3%Prev: 0.3%	25,291 SH	Increased+1,268 SH
EXXON MOBIL CORP	COM	$1.1M	0.1%Prev: 0.1%	8,381 SH	Increased+216 SH
F5 INC	COM	$16.9M	1.1%	40,697 SH	New
FERRARI N V	COM	$2.7M	0.2%Prev: 0.3%	7,168 SH	Decreased+694 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$210K	0.0%	4,826 SH	New
GALLAGHER ARTHUR J & CO	COM	$564K	0.0%	2,458 SH	New
GE AEROSPACE	COM NEW	$240K	0.0%	642 SH	New
GE VERNOVA INC	COM	$684K	0.0%	582 SH	New
GENUINE PARTS CO	COM	$22.9M	1.4%	193,933 SH	New
GILEAD SCIENCES INC	COM	$1.7M	0.1%	13,827 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$3.8M	0.2%	83,314 SH	New
HF SINCLAIR CORP	COM	$15.0M	0.9%Prev: 1.8%	215,233 SH	Decreased-189,805 SH
HOME DEPOT INC	COM	$988K	0.1%Prev: 1.9%	2,801 SH	Decreased-46,321 SH
HUBBELL INC	COM	$20.3M	1.3%Prev: 1.4%	38,740 SH	Increased+6,367 SH
HUMANA INC	COM	$4.2M	0.3%	10,538 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$207K	0.0%	735 SH	New
INTUITIVE SURGICAL INC	COM NEW	$3.2M	0.2%Prev: 0.0%	7,923 SH	Increased+7,273 SH
INVESCO QQQ TR	UNIT SER 1	$390K	0.0%Prev: 0.1%	530 SH	Decreased-587 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.7M	0.1%Prev: 0.1%	50,253 SH	Increased+38,947 SH
ISHARES ETHEREUM TR	SHS	$413K	0.0%Prev: 0.1%	34,763 SH	Decreased+8,460 SH
ISHARES GOLD TR	ISHARES NEW	$439K	0.0%Prev: 0.0%	5,818 SH	Increased+1,985 SH
ISHARES TR	7-10 YR TRSY BD	$6.7M	0.4%Prev: 0.4%	71,108 SH	Increased+28,041 SH
ISHARES TR	CORE S&P MCP ETF	$668K	0.0%Prev: 0.0%	8,665 SH	Increased+1,517 SH
ISHARES TR	CORE S&P SCP ETF	$677K	0.0%Prev: 0.0%	4,563 SH	Increased+1,604 SH
ISHARES TR	CORE S&P500 ETF	$2.0M	0.1%Prev: 0.2%	2,644 SH	Increased+79 SH
ISHARES TR	RUS 1000 VAL ETF	$502K	0.0%	2,072 SH	New
ISHARES TR	RUS TP200 GR ETF	$410K	0.0%Prev: 0.0%	1,410 SH	Increased
ISHARES TR	S&P 100 ETF	$261K	0.0%Prev: 0.0%	714 SH	Increased
ISHARES TR	U.S. TECH ETF	$332K	0.0%	1,316 SH	New
JAMES HARDIE INDS PLC	ORD SHS	$22.7M	1.4%	866,921 SH	New
JELD-WEN HLDG INC	COM	$19K	0.0%	12,850 SH	New
JOHNSON & JOHNSON	COM	$800K	0.0%Prev: 2.1%	3,149 SH	Decreased-127,292 SH
JPMORGAN CHASE & CO	COM	$1.4M	0.1%	4,318 SH	New
KINDER MORGAN INC DEL	COM	$18.4M	1.1%	574,012 SH	New
LAM RESEARCH CORP	COM NEW	$715K	0.0%	1,649 SH	New
LOWES COS INC	COM	$336K	0.0%Prev: 0.0%	1,526 SH	Decreased+7 SH
MARTIN MARIETTA MATLS INC	COM	$459K	0.0%	796 SH	New
MASTERCARD INCORPORATED	CL A	$520K	0.0%	1,013 SH	New
MCKESSON CORP	COM	$503K	0.0%Prev: 0.0%	666 SH	Increased+376 SH
MERCADOLIBRE INC	COM	$2.9M	0.2%	1,727 SH	New
MERCK & CO INC	COM	$24.5M	1.5%	190,549 SH	New
META PLATFORMS INC	CL A	$18.7M	1.2%Prev: 0.3%	33,197 SH	Increased+29,790 SH
MICRON TECHNOLOGY INC	COM	$22.7M	1.4%	19,682 SH	New
MICROSOFT CORP	COM	$428.5M	26.7%Prev: 9.7%	1,148,662 SH	Increased+966,737 SH
MOODYS CORP	COM	$587K	0.0%Prev: 0.1%	1,295 SH	Decreased-4 SH
MP MATERIALS CORP	COM CL A	$222K	0.0%Prev: 0.1%	3,963 SH	Decreased-10,413 SH
NATERA INC	COM	$234K	0.0%	863 SH	New
NETFLIX INC.	COM	$488K	0.0%	6,841 SH	New
NEXTNAV INC	COMMON STOCK	$290K	0.0%	16,259 SH	New
NRG ENERGY INC	COM NEW	$456K	0.0%	3,119 SH	New
NVIDIA CORPORATION	COM	$23.6M	1.5%Prev: 1.9%	118,084 SH	Increased+3,709 SH
NWPX INFRASTRUCTURE INC	COM	$37.4M	2.3%Prev: 2.0%	249,520 SH	Increased-197,753 SH
OCCIDENTAL PETE CORP	COM	$2.7M	0.2%Prev: 0.2%	55,185 SH	Increased+544 SH
OLD REP INTL CORP	COM	$20.6M	1.3%Prev: 2.3%	503,157 SH	Decreased-48,628 SH
ON SEMICONDUCTOR CORP	COM	$19.7M	1.2%	208,157 SH	New
ORACLE CORP	COM	$1.3M	0.1%	8,656 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$664K	0.0%	5,693 SH	New
PEPSICO INC	COM	$18.6M	1.2%	137,578 SH	New
PRICESMART INC	COM	$3.7M	0.2%	18,906 SH	New
PROCTER & GAMBLE CO	COM	$571K	0.0%	3,893 SH	New
PROLOGIS INC.	COM	$20.2M	1.3%	148,934 SH	New
QUALCOMM INC	COM	$21.8M	1.4%Prev: 2.6%	118,071 SH	Decreased-36,366 SH
QUANTA SVCS INC	COM	$449K	0.0%	624 SH	New
RAYONIER ADVANCED MATLS INC	COM	$1.6M	0.1%Prev: 0.1%	200,000 SH	Increased
REGENERON PHARMACEUTICALS	COM	$20.1M	1.3%Prev: 1.2%	32,303 SH	Increased+11,807 SH
RESMED INC	COM	$211K	0.0%Prev: 0.0%	1,081 SH	Decreased+18 SH
RICHARDSON ELECTRS LTD	COM	$21.1M	1.3%Prev: 1.2%	1,110,602 SH	Increased-29,999 SH
RIOT PLATFORMS INC	COM	$446K	0.0%	16,275 SH	New
ROBINHOOD MKTS INC	COM CL A	$402K	0.0%	4,004 SH	New
RTX CORPORATION	COM	$584K	0.0%Prev: 1.3%	3,078 SH	Decreased-78,999 SH
SANDISK CORP	COM	$227K	0.0%	100 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$584K	0.0%Prev: 0.1%	11,076 SH	Decreased-19,090 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$568K	0.0%Prev: 0.1%	14,912 SH	Decreased-25,382 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$520K	0.0%	18,774 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$470K	0.0%Prev: 3.4%	14,830 SH	Decreased-1,181,175 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.7M	0.1%Prev: 0.4%	48,875 SH	Decreased-82,960 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$511K	0.0%Prev: 0.0%	17,364 SH	Increased-977 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$447K	0.0%	2,816 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$799K	0.0%	7,459 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.3M	0.1%	6,651 SH	New
SHARKNINJA INC	COM SHS	$224K	0.0%	1,469 SH	New
SLB LIMITED	COM STK	$360K	0.0%	7,745 SH	New
SNOWFLAKE INC	COM SHS	$597K	0.0%	2,345 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$392K	0.0%	2,294 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$26.2M	1.6%	297,704 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$596K	0.0%	3,916 SH	New
SPHERE ENTERTAINMENT CO	CL A	$327K	0.0%	1,888 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$253K	0.0%	6,285 SH	New
SPROTT INC	COM NEW	$2.8M	0.2%	25,009 SH	New
STARBUCKS CORP	COM	$615K	0.0%Prev: 0.1%	6,017 SH	Increased+389 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.9M	0.2%	3,863 SH	New
SUNPOWER INC	COM	$947K	0.1%	1,377,864 SH	New
SYMBOTIC INC	CLASS A COM	$3.4M	0.2%Prev: 0.5%	75,791 SH	Decreased-39,288 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$873K	0.1%	1,829 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$255K	0.0%	1,020 SH	New
TESLA INC	COM	$2.4M	0.2%Prev: 0.2%	5,742 SH	Increased+317 SH
TEXAS INSTRS INC	COM	$22.8M	1.4%Prev: 1.3%	76,410 SH	Increased+18,750 SH
TRANSDIGM GROUP INC	COM	$472K	0.0%	354 SH	New
UBER TECHNOLOGIES INC	COM	$489K	0.0%Prev: 0.5%	6,783 SH	Decreased-44,078 SH
UNIFIRST CORP MASS	COM	$3.7M	0.2%	14,036 SH	New
UNITEDHEALTH GROUP INC	COM	$18.5M	1.2%Prev: 0.8%	44,518 SH	Increased+21,733 SH
VANGUARD INDEX FDS	GROWTH ETF	$525K	0.0%Prev: 0.0%	6,090 SH	Increased+5,051 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$396K	0.0%Prev: 0.0%	577 SH	Increased+19 SH
VANGUARD INDEX FDS	SMALL CP ETF	$252K	0.0%	831 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$855K	0.1%Prev: 0.1%	2,310 SH	Increased+427 SH
VANGUARD INDEX FDS	VALUE ETF	$714K	0.0%Prev: 0.1%	3,274 SH	Increased-158 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$13.3M	0.8%Prev: 0.8%	228,401 SH	Increased+94,214 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$10.0M	0.6%Prev: 0.7%	126,003 SH	Increased+48,960 SH
VANGUARD WORLD FD	ESG US STK ETF	$223K	0.0%	1,690 SH	New
VEEVA SYS INC	CL A COM	$2.8M	0.2%	15,975 SH	New
VICTORY PORTFOLIOS II	SHS FR CA FL ETF	$1.1M	0.1%	24,294 SH	New
VICTORY PORTFOLIOS II	VICSHS DV AC ETF	$1.9M	0.1%Prev: 0.6%	32,884 SH	Decreased-67,860 SH
VISA INC	COM CL A	$2.0M	0.1%Prev: 0.1%	5,962 SH	Increased+2,320 SH
WALMART INC	COM	$203K	0.0%	1,793 SH	New
WATSCO INC	COM	$21.0M	1.3%	50,426 SH	New
WEC ENERGY GROUP INC	COM	$20.3M	1.3%	173,451 SH	New
WESTERN DIGITAL CORP	COM	$208K	0.0%	326 SH	New
WW GRAINGER INC	COM	$805K	0.1%	592 SH	New

Sold (vs prior filing)

ABBOTT LABS — $17.1M
ADOBE INC — $2.0M
AIRBNB INC — $270K
ARCHER AVIATION INC — $282K
ASTRONICS CORP — $238K
BANK AMERICA CORP — $278K
CHEVRON CORP NEW — $22.1M
CLEARSIGN TECHNOLOGIES CORP — $62K
COMCAST CORP NEW — $20.7M
CORE NATURAL RESOURCES INC — $768K
COSTCO WHSL CORP NEW — $25.6M
COTERRA ENERGY INC — $12.4M
CVS HEALTH CORP — $12.8M
DANAHER CORPORATION — $233K
DIMENSIONAL ETF TRUST — $443K
ENOVIX CORPORATION — $411K
GRAINGER W W INC — $610K
HUNTINGTON INGALLS INDS INC — $10.7M
INMODE LTD — $381K
JPMORGAN CHASE & CO. — $428K
… and 18 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