account_balance
Investment manager · 13F filer · SEC CIK 1729673
DDD Partners, LLC
Reported value$1.74Bas of Sep 30, 2026
Positions162 17 new, 19 sold out
Top 10 weight47.6%MSFT alone is 28%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
27.7%Trimmed −17%
BRKBBerkshire Hathaway Inc
3.7%Added +16%
AAPLApple Inc
3.3%Added +3%
AMZNAmazon Com Inc
2.8%Added +5%
DHRDanaher Corp
1.9%Added +13%
COSTCostco Wholesale Corporation
1.9%Added +5%
AVGOBroadcom Inc
1.7%Added +6%
GOOGAlphabet Inc
1.7%Added +3%
SPYMSPDR Series Trust
1.5%
METAMeta Platforms Inc
1.5%Added +8%
ESIElement Solutions Inc
1.5%Added +96%
NVDANvidia Corporation
1.5%Trimmed −5%
MSFTMicrosoft Corp
27.7%Trimmed −17%
BRKB3.7%AAPL3.3%AMZN2.8%DHR1.9%COST1.9%AVGO1.7%GOOG1.7%SPYM1.5%META1.5%ESI1.5%NVDA1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 27.7% Trimmed −17%BRKB Berkshire Hathaway Inc 3.7% Added +16%AAPL Apple Inc 3.3% Added +3%AMZN Amazon Com Inc 2.8% Added +5%DHR Danaher Corp 1.9% Added +13%COST Costco Wholesale Corporation 1.9% Added +5%AVGO Broadcom Inc 1.7% Added +6%GOOG Alphabet Inc 1.7% Added +3%SPYM SPDR Series Trust 1.5% HeldMETA Meta Platforms Inc 1.5% Added +8%ESI Element Solutions Inc 1.5% Added +96%NVDA Nvidia Corporation 1.5% Trimmed −5%
What changed