1y return+5.7%S&P 500 +20.9%
3y return+32.2%S&P 500 +68.5%
5y return+28.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $209 against $280 in the S&P 500.2
DDD Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MSFTMicrosoft Corp | $424.1M | 26.5% | −1.4% |
| BRK/BBerkshire Hathaway Inc Del | $56.4M | 3.5% | −1.2% |
| AAPLApple Inc | $48.1M | 3.0% | |
| AMZNAmazon Com Inc | $44.1M | 2.8% | +2.7% |
| NWPXNwpx Infrastructure Inc | $37.4M | 2.3% | −41.2% |
| COSTCostco Wholesale Corporation | $31.7M | 2.0% | +31.4% |
| AVGOBroadcom Inc | $30.5M | 1.9% | +1.3% |
| GOOGAlphabet Inc | $29.0M | 1.8% | +1.2% |
| CMICummins Inc | $27.4M | 1.7% | |
| SPYMSpdr Series Trust | $26.2M | 1.6% | +129.8% |
| CSCOCisco Sys Inc | $25.2M | 1.6% | −21.5% |
| DHRDanaher Corp Del | $25.1M | 1.6% | +22.8% |
| MRKMerck & Co Inc | $24.5M | 1.5% | New |
| NVDANvidia Corporation | $23.6M | 1.5% | −4.4% |
| BACBank Of Amer Corp | $23.2M | 1.5% | |
| GPCGenuine Parts Co | $22.9M | 1.4% | |
| TXNTexas Instrs Inc | $22.8M | 1.4% | New |
| MUMicron Technology Inc | $22.7M | 1.4% | New |
| James Hardie Inds PLCCUSIP G4253H101 | $22.7M | 1.4% | New |
| QCOMQualcomm Inc | $21.8M | 1.4% | −22.6% |
| Chubb LimitedCUSIP H1467J104 | $21.5M | 1.3% | |
| RELLRichardson Electrs Ltd | $21.1M | 1.3% | −2.0% |
| WSOWatsco Inc | $21.0M | 1.3% | |
| ORIOld Rep Intl Corp | $20.6M | 1.3% | +2.2% |
| ELVElevance Health Inc Formerly | $20.6M | 1.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NWPXNwpx Infrastructure Inc | June 30, 2020 | +498.0% | $37.4M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $30.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $29.0M |
| CMICummins Inc | June 30, 2022 | +268.5% | $27.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $48.1M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $31.7M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $56.4M |
| ORIOld Rep Intl Corp | September 30, 2020 | +177.6% | $20.6M |
| Chubb LimitedCUSIP H1467J104 | June 30, 2020 | +169.1% | $21.5M |
| CSCOCisco Sys Inc | December 31, 2020 | +162.5% | $25.2M |
Sold off last quarter
- CMECme Group Inc was $19.5M
- Te Connectivity PLCCUSIP G87052109 was $15.6M
- NOWServicenow Inc was $14.3M
- MTHMeritage Homes Corp was $11.7M
- HIIHuntington Ingalls Inds Inc was $9.9M
- ALGNAlign Technology Inc was $4.5M
- MIRMirion Technologies Inc was $2.7M
- BCCBoise Cascade Co Del was $2.1M
- SGOVIshares Tr was $495K
- NEMNewmont Corp was $207K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | −9.2% | −4.6% |
| December 31, 2025 | −1.0% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +4.3% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +8.5% | +10.0% |
| December 31, 2023 | +6.8% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +6.6% | +8.3% |
| March 31, 2023 | +4.5% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −17.2% | −16.5% |
| March 31, 2022 | −2.2% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
| September 30, 2021 | −3.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: DDD Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729673&type=13F-HR&dateb=&owner=include&count=40CIK 1729673
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729673/000172967326000006/Filed August 5, 2026 · accession 0001729673-26-000006