Sponsored
The Analysis of DDD Partners, LLC's Holdings & P&L
Currently, DDD Partners, LLC holds 134 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in WSO (+50.5K shares, valued at $18.4M), AMRZ (+324.8K shares, valued at $18.2M), N/A (+74.4K shares, valued at $15.6M); decreased their positions in RTX (-60.2K shares, valued at $11.6M), UBER (-153.7K shares, valued at $11.1M), ELAN (-308.9K shares, valued at $7.4M); initiated new positions in WSO (+50.5K shares, valued at $18.4M), AMRZ (+324.8K shares, valued at $18.2M), N/A (+74.4K shares, valued at $15.6M).
1M P&L
+48.3M+3.49%
3M P&L
+72.5M+5.32%
HY P&L
+39.3M+2.82%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Software - Infrastructure429.1M
33.4%
2N/A72.1M
5.6%
3Semiconductors56.3M
4.4%
Top Industries by Stock Count
1N/A32 stocks
26.4%
2Software - Infrastructure5 stocks
4.1%
3Semiconductors4 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
MSFT
0.33%MICROSOFT CORP
Shares1.2M
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INC DEL
0.00%BERKSHIRE HATHAWAY INC DEL
Shares114.0K
Event2026-03-31
Filed2026-04-28
AAPL
0.49%APPLE INC
Shares165.2K
Event2026-03-31
Filed2026-04-28
AMZN
0.46%AMAZON COM INC
Shares180.4K
Event2026-03-31
Filed2026-04-28
NWPX
-4.21%NWPX INFRASTRUCTURE INC
Shares424.7K
Event2026-03-31
Filed2026-04-28
COST
-0.34%COSTCO WHOLESALE CORPORATION
Shares25.8K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
-8.44%BROADCOM INC
Shares79.7K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
0.80%ALPHABET INC
Shares81.1K
Event2026-03-31
Filed2026-04-28
NVDA
2.07%NVIDIA CORPORATION
Shares123.6K
Event2026-03-31
Filed2026-04-28
CVX
-17.92%CHEVRON CORPORATION
Shares104.0K
Event2026-03-31
Filed2026-04-28
PEP
0.34%PEPSICO INC
Shares137.7K
Event2026-03-31
Filed2026-04-28
CSCO
0.43%CISCO SYS INC
Shares273.6K
Event2026-03-31
Filed2026-04-28
REGN
11.82%REGENERON PHARMACEUTICALS
Shares26.9K
Event2026-03-31
Filed2026-04-28
CMI
-16.52%CUMMINS INC
Shares38.5K
Event2026-03-31
Filed2026-04-28
CB
-13.87%CHUBB LTD SWITZ
Shares63.3K
Event2026-03-31
Filed2026-04-28
GPC
41.46%GENUINE PARTS CO
Shares194.1K
Event2026-03-31
Filed2026-04-28
DHR
15.95%DANAHER CORP DEL
Shares107.5K
Event2026-03-31
Filed2026-04-28
WEC ENERGY GROUP INC
0.44%WEC ENERGY GROUP INC
Shares173.7K
Event2026-03-31
Filed2026-04-28
BAC
0.32%BANK AMERICA CORP
Shares407.8K
Event2026-03-31
Filed2026-04-28
ABBV
3.11%ABBVIE INC
Shares91.4K
Event2026-03-31
Filed2026-04-28
ABT
48.70%ABBOTT LABORATORIES
Shares193.5K
Event2026-03-31
Filed2026-04-28
PLD
-11.69%PROLOGIS INC.
Shares149.1K
Event2026-03-31
Filed2026-04-28
QCOM
28.64%QUALCOMM INC
Shares152.6K
Event2026-03-31
Filed2026-04-28
ORI
0.36%OLD REP INTL CORP
Shares492.1K
Event2026-03-31
Filed2026-04-28
CME
0.39%CME GROUP INC
Shares66.0K
Event2026-03-31
Filed2026-04-28
KMI
-15.44%KINDER MORGAN INC DEL
Shares574.4K
Event2026-03-31
Filed2026-04-28
EMN
4.22%EASTMAN CHEM CO
Shares251.9K
Event2026-03-31
Filed2026-04-28
META
-0.95%META PLATFORMS INC
Shares32.6K
Event2026-03-31
Filed2026-04-28
WSO
NewWATSCO INC
Shares50.5K
Event2026-03-31
Filed2026-04-28
AMRZ
NewAMRIZE LTD
Shares324.8K
Event2026-03-31
Filed2026-04-28
HD
16.64%HOME DEPOT INC
Shares54.4K
Event2026-03-31
Filed2026-04-28
HUBBELL INC
0.80%HUBBELL INC
Shares33.7K
Event2026-03-31
Filed2026-04-28
BA
5.13%BOEING CO
Shares80.8K
Event2026-03-31
Filed2026-04-28
TE CONNECTIVITY PLC
NewTE CONNECTIVITY PLC
Shares74.4K
Event2026-03-31
Filed2026-04-28
ON
NewON SEMICONDUCTOR CORP
Shares240.0K
Event2026-03-31
Filed2026-04-28
ELAN
-33.33%ELANCO ANIMAL HEALTH INC
Shares618.1K
Event2026-03-31
Filed2026-04-28
NOW
-3.54%SERVICENOW INC
Shares136.4K
Event2026-03-31
Filed2026-04-28
DINO
-25.68%HF SINCLAIR CORP
Shares216.2K
Event2026-03-31
Filed2026-04-28
DIS
NewDISNEY WALT CO
Shares134.6K
Event2026-03-31
Filed2026-04-28
ESI
NewELEMENT SOLUTIONS INC
Shares364.4K
Event2026-03-31
Filed2026-04-28
RELL
0.00%RICHARDSON ELECTRS LTD
Shares1.1M
Event2026-03-31
Filed2026-04-28
UNH
48.48%UNITEDHEALTH GROUP INC
Shares43.9K
Event2026-03-31
Filed2026-04-28
MTH
NewMERITAGE HOMES CORP
Shares189.2K
Event2026-03-31
Filed2026-04-28
VGSH
24.27%VANGUARD SCOTTSDALE FDS
Shares191.5K
Event2026-03-31
Filed2026-04-28
SPYM
NewSPDR SERIES TRUST
Shares129.6K
Event2026-03-31
Filed2026-04-28
HII
-42.62%HUNTINGTON INGALLS INDS INC
Shares26.0K
Event2026-03-31
Filed2026-04-28
VCSH
19.01%VANGUARD SCOTTSDALE FDS
Shares105.6K
Event2026-03-31
Filed2026-04-28
VSDA
1.39%VICTORY PORTFOLIOS II
Shares111.0K
Event2026-03-31
Filed2026-04-28
IEF
20.94%ISHARES TR
Shares59.8K
Event2026-03-31
Filed2026-04-28
ALGN
179.06%ALIGN TECHNOLOGY INC
Shares26.4K
Event2026-03-31
Filed2026-04-28
BKR
2.86%BAKER HUGHES COMPANY
Shares73.5K
Event2026-03-31
Filed2026-04-28
SCHV
0.88%SCHWAB STRATEGIC TR
Shares143.1K
Event2026-03-31
Filed2026-04-28
SPY
1.28%STATE STR SPDR S&P 500 ETF T
Shares6.3K
Event2026-03-31
Filed2026-04-28
EXPD
0.00%EXPEDITORS INTL WASH INC
Shares25.3K
Event2026-03-31
Filed2026-04-28
OXY
-23.14%OCCIDENTAL PETE CORP
Shares55.0K
Event2026-03-31
Filed2026-04-28
SII
3.32%SPROTT INC
Shares24.9K
Event2026-03-31
Filed2026-04-28
UNF
3.33%UNIFIRST CORP MASS
Shares14.0K
Event2026-03-31
Filed2026-04-28
ISRG
7.82%INTUITIVE SURGICAL INC
Shares6.9K
Event2026-03-31
Filed2026-04-28
PSMT
NewPRICESMART INC
Shares18.9K
Event2026-03-31
Filed2026-04-28
VFLO
9.13%VICTORY PORTFOLIOS II
Shares71.3K
Event2026-03-31
Filed2026-04-28
VEEV
NewVEEVA SYS INC
Shares15.9K
Event2026-03-31
Filed2026-04-28
MIR
126.51%MIRION TECHNOLOGIES INC
Shares142.8K
Event2026-03-31
Filed2026-04-28
XLK
0.69%SELECT SECTOR SPDR TR
Shares19.3K
Event2026-03-31
Filed2026-04-28
RACE
0.68%FERRARI N V
Shares7.4K
Event2026-03-31
Filed2026-04-28
XLC
0.89%SELECT SECTOR SPDR TR
Shares21.5K
Event2026-03-31
Filed2026-04-28
SYM
2.88%SYMBOTIC INC
Shares44.4K
Event2026-03-31
Filed2026-04-28
TSLA
-5.86%TESLA INC
Shares6.1K
Event2026-03-31
Filed2026-04-28
RYAM
0.00%RAYONIER ADVANCED MATLS INC
Shares200.0K
Event2026-03-31
Filed2026-04-28
BCC
NewBOISE CASCADE CO DEL
Shares28.1K
Event2026-03-31
Filed2026-04-28
IBIT
15.49%ISHARES BITCOIN TRUST ETF
Shares46.9K
Event2026-03-31
Filed2026-04-28
IVV
-10.13%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
9.03%ALPHABET INC
Shares6.0K
Event2026-03-31
Filed2026-04-28
FNDF
0.82%SCHWAB STRATEGIC TR
Shares32.4K
Event2026-03-31
Filed2026-04-28
XOM
1.70%EXXON MOBIL CORP
Shares8.4K
Event2026-03-31
Filed2026-04-28
FNDA
0.86%SCHWAB STRATEGIC TR
Shares43.7K
Event2026-03-31
Filed2026-04-28
ORCL
0.76%ORACLE CORP
Shares8.7K
Event2026-03-31
Filed2026-04-28
JPM
65.31%JPMORGAN CHASE & CO
Shares4.3K
Event2026-03-31
Filed2026-04-28
V
0.96%VISA INC
Shares3.9K
Event2026-03-31
Filed2026-04-28
VTI
5.03%VANGUARD INDEX FDS
Shares2.3K
Event2026-03-31
Filed2026-04-28
JNJ
124.02%JOHNSON & JOHNSON
Shares3.0K
Event2026-03-31
Filed2026-04-28
GWW
0.68%WW GRAINGER INC
Shares592
Event2026-03-31
Filed2026-04-28
VTV
0.86%VANGUARD INDEX FDS
Shares3.3K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC
2.18%EATON CORP PLC
Shares1.7K
Event2026-03-31
Filed2026-04-28
RTX
-95.07%RTX CORPORATION
Shares3.1K
Event2026-03-31
Filed2026-04-28
PLTR
7.80%PALANTIR TECHNOLOGIES INC
Shares4.1K
Event2026-03-31
Filed2026-04-28
IJH
-11.03%ISHARES TR
Shares8.7K
Event2026-03-31
Filed2026-04-28
SDY
NewSPDR SERIES TRUST
Shares3.9K
Event2026-03-31
Filed2026-04-28
PG
NewPROCTER & GAMBLE CO
Shares3.9K
Event2026-03-31
Filed2026-04-28
IJR
0.00%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-04-28
MCO
-0.23%MOODYS CORP
Shares1.3K
Event2026-03-31
Filed2026-04-28
SBUX
4.48%STARBUCKS CORP
Shares6.0K
Event2026-03-31
Filed2026-04-28
ETHA
31.84%ISHARES ETHEREUM TR
Shares33.2K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD TR
0.92%ISHARES GOLD TR
Shares5.8K
Event2026-03-31
Filed2026-04-28
SGOV
6.68%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-04-28
DE
5.05%DEERE & CO
Shares873
Event2026-03-31
Filed2026-04-28
AXP
NewAMERICAN EXPRESS CO
Shares1.6K
Event2026-03-31
Filed2026-04-28
SCHF
0.00%SCHWAB STRATEGIC TR
Shares18.8K
Event2026-03-31
Filed2026-04-28
SNOW
-28.68%SNOWFLAKE INC
Shares3.0K
Event2026-03-31
Filed2026-04-28
SCHD
-46.82%SCHWAB STRATEGIC TR
Shares14.8K
Event2026-03-31
Filed2026-04-28
SCHX
-0.87%SCHWAB STRATEGIC TR
Shares17.6K
Event2026-03-31
Filed2026-04-28
ARKG
-6.95%ARK ETF TR
Shares16.9K
Event2026-03-31
Filed2026-04-28
VUG
1.40%VANGUARD INDEX FDS
Shares1.0K
Event2026-03-31
Filed2026-04-28
AGNC
NewAGNC INVT CORP
Shares43.3K
Event2026-03-31
Filed2026-04-28
XLV
-9.63%SELECT SECTOR SPDR TR
Shares2.8K
Event2026-03-31
Filed2026-04-28
NTRA
6.06%NATERA INC
Shares1.9K
Event2026-03-31
Filed2026-04-28
LOW
-0.06%LOWES COS INC
Shares1.6K
Event2026-03-31
Filed2026-04-28
CPRT
0.77%COPART INC
Shares10.8K
Event2026-03-31
Filed2026-04-28
IWY
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-28
UBER
-96.98%UBER TECHNOLOGIES INC
Shares4.8K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FDS
1.23%VANGUARD INDEX FDS
Shares576
Event2026-03-31
Filed2026-04-28
HOOD
NewROBINHOOD MKTS INC
Shares4.7K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
-52.66%INVESCO QQQ TR
Shares533
Event2026-03-31
Filed2026-04-28
CEF
-1.78%SPROTT ASSET MANAGEMENT LP
Shares6.3K
Event2026-03-31
Filed2026-04-28
ALNY
NewALNYLAM PHARMACEUTICALS INC
Shares889
Event2026-03-31
Filed2026-04-28
CRWD
-40.18%CROWDSTRIKE HLDGS INC
Shares740
Event2026-03-31
Filed2026-04-28
DVN
-29.35%DEVON ENERGY CORP NEW
Shares5.7K
Event2026-03-31
Filed2026-04-28
TSM
6.36%TAIWAN SEMICONDUCTOR MANUFAC
Shares803
Event2026-03-31
Filed2026-04-28
NN
6.07%NEXTNAV INC
Shares16.9K
Event2026-03-31
Filed2026-04-28
CIEN
NewCIENA CORP
Shares674
Event2026-03-31
Filed2026-04-28
ASTS
NewAST SPACEMOBILE INC
Shares3.1K
Event2026-03-31
Filed2026-04-28
TTWO
38.96%TAKE-TWO INTERACTIVE SOFTWAR
Shares1.3K
Event2026-03-31
Filed2026-04-28
ENB
0.00%ENBRIDGE INC
Shares4.5K
Event2026-03-31
Filed2026-04-28
MP
6.08%MP MATERIALS CORP
Shares5.0K
Event2026-03-31
Filed2026-04-28
RMD
-0.38%RESMED INC
Shares1.1K
Event2026-03-31
Filed2026-04-28
WMT
NewWALMART INC
Shares1.9K
Event2026-03-31
Filed2026-04-28
OEF
0.00%ISHARES TR
Shares714
Event2026-03-31
Filed2026-04-28
NFLX
NewNETFLIX INC.
Shares2.3K
Event2026-03-31
Filed2026-04-28
VB
0.00%VANGUARD INDEX FDS
Shares830
Event2026-03-31
Filed2026-04-28
EMLP
NewFIRST TR EXCHANGE-TRADED FD
Shares4.8K
Event2026-03-31
Filed2026-04-28
NEM
NewNEWMONT CORP
Shares1.9K
Event2026-03-31
Filed2026-04-28
SPWR
NewSUNPOWER INC
Shares86.1K
Event2026-03-31
Filed2026-04-28
DSX
0.00%DIANA SHIPPING INC
Shares31.3K
Event2026-03-31
Filed2026-04-28
CLEARSIGN TECHNOLOGIES CORP
NewCLEARSIGN TECHNOLOGIES CORP
Shares12.0K
Event2026-03-31
Filed2026-04-28
CLOUDASTRUCTURE INC
0.00%CLOUDASTRUCTURE INC
Shares11.8K
Event2026-03-31
Filed2026-04-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
MSFT Put
NewMICROSOFT CORP
Shares24.1K
Event2026-03-31
Filed2026-04-28