StockDriftsStockDriftsTop 50 DDD Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 26.52% | 1.14M | $424.1M | -1.38%(-15.88K) | $473.72(+6.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.52% | 112.7K | $56.4M | -1.19%(-1.35K) | $234.08(+123.57%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.01% | 166.1K | $48.1M | +0.58%(+965) | $63.06(+386.30%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.76% | 185.2K | $44.1M | +2.66%(+4.80K) | $123.79(+122.11%) | 2026-06-30 | |
| NWPX | NWPX INFRASTRUCTURE INC | 2.34% | 249.5K | $37.4M | -41.25%(-175.16K) | $24.36(+365.12%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 1.98% | 33.9K | $31.7M | +31.39%(+8.11K) | $311.03(+206.37%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.91% | 80.8K | $30.5M | +1.29%(+1.03K) | $82.02(+412.52%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.81% | 82.1K | $29.0M | +1.16%(+945) | $92.51(+278.88%) | 2026-06-30 | |
| CMI | CUMMINS INC | 1.71% | 38.5K | $27.4M | -0.12%(-48) | $225.23(+186.90%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 1.64% | 297.7K | $26.2M | +129.78%(+168.14K) | $79.91(+13.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.57% | +21.03% | +3.46% | +18.54% |
| Top 20 Holdings Unweighted | +13.12% | +44.75% | +6.68% | +38.16% |
DDD Partners, LLC reports $1.60B in US-listed equity holdings across 164 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (26.5%), BRK.B (3.5%) and AAPL (3.0%). The top 20 holdings account for 61.86% of reported assets. Its disclosed equity book has returned +21.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from DDD Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729673). View DDD Partners, LLC’s 13F filings on SEC