DDD Partners, LLC: 13F holdings
CIK 17296732026Q2
| Positions | 164 |
|---|---|
| Reported value | $1.6bn |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 1,136,862 | $424.1m | 26.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 112,658 | $56.4m | 3.5% |
| AAPL APPLE INC | 166,144 | $48.1m | 3.0% |
| AMZN AMAZON COM INC | 185,222 | $44.1m | 2.8% |
| NWPX INFRASTRUCTURE INC | 249,520 | $37.4m | 2.3% |
| COST COSTCO WHOLESALE CORPORATION | 33,927 | $31.7m | 2.0% |
| AVGO BROADCOM INC | 80,758 | $30.5m | 1.9% |
| GOOG ALPHABET INC | 82,077 | $29.0m | 1.8% |
| CMI CUMMINS INC | 38,457 | $27.4m | 1.7% |
| SPYM SPDR SERIES TRUST | 297,704 | $26.2m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729673")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.