DDD Partners, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
DP
DDD Partners, LLC
Institutional Filer 35.41%$1.01B133

Current Portfolio Holdings

Showing all 133 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1BRKBBERKSHIRE HATHAWAY INC DEL114K$54.6M5.38%
2AAPLApple Inc.Technology165K$41.9M4.13%
3AMZNAmazon.com, Inc.Consumer Cyclical180K$37.6M3.70%
4NWPXNWPX Infrastructure, Inc.Industrials425K$33.1M3.26%
5COSTCostco Wholesale CorporationConsumer Defensive26K$25.7M2.54%
6AVGOBroadcom Inc.Technology80K$24.7M2.43%
7GOOGAlphabet Inc.Technology81K$23.3M2.29%
8NVDANVIDIA CorporationTechnology124K$21.6M2.12%
9CVXChevron CorporationEnergy104K$21.5M2.12%
10PEPPepsiCo, Inc.Consumer Defensive138K$21.4M2.11%
11CSCOCisco Systems, Inc.Technology274K$21.2M2.09%
12REGNRegeneron Pharmaceuticals, Inc.Healthcare27K$20.8M2.05%
13CMICummins Inc.Industrials39K$20.7M2.04%
14CBChubb LimitedFinancial Services63K$20.6M2.03%
15GPCGenuine Parts CompanyConsumer Cyclical194K$20.5M2.02%
Showing 1 to 15 of 133 holdings