StockDriftsStockDriftsTop 50 DDD Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 29.6% | 1.15M | $426.7M | +0.33%(+3.79K) | $473.72(-14.46%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.79% | 114.0K | $54.6M | +0.00%(+1) | $234.08(+107.41%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.91% | 165.2K | $41.9M | +0.49%(+803) | $61.86(+383.10%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.61% | 180.4K | $37.6M | +0.46%(+832) | $121.24(+122.80%) | 2026-03-31 | |
| NWPX | NWPX INFRASTRUCTURE INC | 2.29% | 424.7K | $33.1M | -4.21%(-18.66K) | $24.36(+365.82%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 1.78% | 25.8K | $25.7M | -0.34%(-89) | $105.41(+880.08%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.71% | 79.7K | $24.7M | -8.44%(-7.35K) | $78.74(+429.35%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 1.61% | 81.1K | $23.3M | +0.80%(+645) | $86.75(+360.00%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.5% | 123.6K | $21.6M | +2.07%(+2.50K) | $63.23(+257.18%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.49% | 104.0K | $21.5M | -17.92%(-22.72K) | $151.51(+22.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.22% | +19.85% |
| Top 20 Holdings Unweighted | +10.95% | +36.59% |
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