DDD Partners, LLC
CIK 1729673 · Holdings on Dec 31, 2024 · First reported Jan 31, 2025
Top ten holdings
Q4 2024- BRK.B7.58%
- MSFT7.05%
- AAPL5.07%
- AMZN4.91%
- COST2.94%
- CSCO2.92%
- CB2.86%
- ORI2.86%
- CMI2.78%
- TGT2.76%
Share classes counted separately41.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight increased · +0.90 pp0.46% → 1.36%Shares +11.54K (+157.43%)
- 16115Q308Weight decreased · -0.71 pp2.39% → 1.68%Shares -105.89K (-59.72%)
- AMZNWeight increased · +0.64 pp4.27% → 4.91%Shares -28.67K (-13.60%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $61.70M | 7.58% | 136.12K shares | 7.78% → 7.58%-0.20 pp -19.50K (-12.53%) | Reduced | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $57.36M | 7.05% | 136.09K shares | 6.97% → 7.05%+0.08 pp -13.15K (-8.81%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $41.22M | 5.07% | 164.62K shares | 4.45% → 5.07%+0.62 pp -11.38K (-6.47%) | Reduced | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $39.96M | 4.91% | 182.13K shares | 4.27% → 4.91%+0.64 pp -28.67K (-13.60%) | Reduced | ↗▾ |
| 05 | COSTCOSTCO WHOLESALE CORP View history and evidence | $23.96M | 2.94% | 26.15K shares | 2.73% → 2.94%+0.21 pp -2.19K (-7.73%) | Reduced | ↗▾ |
| 06 | CSCOCISCO SYSTEMS INC View history and evidence | $23.77M | 2.92% | 401.56K shares | 2.39% → 2.92%+0.53 pp -11.25K (-2.73%) | Reduced | ↗▾ |
| 07 | CBCHUBB LTD View history and evidence | $23.30M | 2.86% | 84.32K shares | 2.70% → 2.86%+0.16 pp -1.96K (-2.28%) | Reduced | ↗▾ |
| 08 | ORIOLD REPUBLIC INTL CORP View history and evidence | $23.25M | 2.86% | 642.51K shares | 2.51% → 2.86%+0.35 pp -10.89K (-1.67%) | Reduced | ↗▾ |
| 09 | CMICUMMINS INC View history and evidence | $22.61M | 2.78% | 64.86K shares | 2.68% → 2.78%+0.10 pp -11.35K (-14.89%) | Reduced | ↗▾ |
| 10 | TGTTARGET CORP View history and evidence | $22.44M | 2.76% | 165.97K shares | 2.67% → 2.76%+0.09 pp +8.01K (+5.07%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| KEL KELLANOVA | Non-derivative | -289,881 | -$23.40M | SEC filing ↗ | SEC filing ↗ |
| UPS UNITED PARCEL SERVICE-CL B | Non-derivative | -108,947 | -$14.85M | SEC filing ↗ | SEC filing ↗ |
| KLIC KULICKE & SOFFA INDUSTRIES | Non-derivative | -208,007 | -$9.39M | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1729673 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 813743988
}Research all 98 reported holdings.
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