Ddd Partners, LLC Incresed Positions in Q2 2025

Ddd Partners, LLC

  • $925 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
46.1K
+ 33.99%
$354.56 - $497.45 $16.4M - $23M
182K $90.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.16M
+ 3673.01%
$24.32 - $27.87 $28.3M - $32.4M
1.2M $31.7M
HD
Home Depot, Inc.

Consumer Cyclical
48.3K
+ 6002.11%
$335.24 - $380.78 $16.2M - $18.4M
49.1K $18M
AVGO
Broadcom Inc.

Technology
15.2K
+ 16.3%
$146.29 - $275.65 $2.23M - $4.2M
109K $30M
NOW
Service Now, Inc.

Technology
9.66K
+ 1980.12%
$721.65 - $1040.18 $6.97M - $10.1M
10.2K $10.4M
ELAN
Elanco Animal Health Inc

Healthcare
151K
+ 10.14%
$8.1 - $14.3 $1.23M - $2.17M
1.64M $23.5M
NVDA
Nvidia Corp

Technology
9.61K
+ 9.17%
$94.31 - $157.99 $906K - $1.52M
114K $18.1M
QCOM
Qualcomm Inc

Technology
35.2K
+ 29.5%
$124.66 - $159.48 $4.39M - $5.61M
154K $24.6M
AMZN
Amazon Com Inc

Consumer Cyclical
2.49K
+ 1.45%
$167.32 - $223.3 $416K - $555K
174K $38.2M
CMI
Cummins Inc

Industrials
12.4K
+ 21.02%
$267.12 - $336.65 $3.32M - $4.19M
71.7K $23.5M
SYM
Symbotic Inc.

Financial Services
67K
+ 139.38%
$17.5 - $38.85 $1.17M - $2.6M
115K $4.47M
CSCO
Cisco Systems, Inc.

Technology
9.55K
+ 2.72%
$53.19 - $69.38 $508K - $662K
361K $25M
UBER
Uber Technologies, Inc

Technology
28.6K
+ 128.58%
$64.62 - $93.3 $1.85M - $2.67M
50.9K $4.75M
GOOG
Alphabet Inc.

Communication Services
2.5K
+ 2.37%
$146.58 - $180.01 $367K - $450K
108K $19.2M
CIEN
Ciena Corp

Technology
2.66K
+ 2.41%
$53.5 - $83.89 $142K - $223K
113K $9.2M
OXY
Occidental Petroleum Corp

Energy
40.1K
+ 275.02%
$36.11 - $49.33 $1.45M - $1.98M
54.6K $2.3M
RTX
Raytheon Technologies Corp

Industrials
2.38K
+ 2.99%
$113.75 - $148.48 $271K - $354K
82.1K $12M
UPS
United Parcel Service Inc

Industrials
29.7K
+ 15.99%
$91.92 - $110.2 $2.73M - $3.28M
216K $21.8M
COST
Costco Wholesale Corp

Consumer Defensive
29
+ 0.11%
$908.13 - $1056.85 $26.3K - $30.6K
25.8K $25.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
78.6K
+ 27.53%
$53.23 - $70.65 $4.18M - $5.55M
364K $21.1M
CVS
Cvs Health Corp

Healthcare
4.52K
+ 2.5%
$60.04 - $70.18 $271K - $317K
185K $12.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
123
+ 1.65%
$496.48 - $617.85 $61.1K - $76K
7.56K $4.67M
XLK
Technology Sector Spdr

ETFs
90
+ 1.02%
$179.73 - $253.23 $16.2K - $22.8K
8.9K $2.25M
TSLA
Tesla, Inc.

Consumer Cyclical
291
+ 5.67%
$221.86 - $362.89 $64.6K - $106K
5.43K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
1.08K
+ 134.2%
$243.75 - $303.93 $263K - $328K
1.88K $572K
XLC
Select Sector Spdr Tr Communic

ETFs
362
+ 1.88%
$86.13 - $108.53 $31.2K - $39.3K
19.6K $2.13M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.42K
+ 1.87%
$23.55 - $27.67 $56.9K - $66.9K
132K $3.65M
ENVX
Enovix Corp

Industrials
8.26K
+ 26.27%
$5.46 - $10.53 $45.1K - $87K
39.7K $410K
VSDA
Victory Portfolios Ii Victorys

ETFs
2.67K
+ 2.73%
$46.15 - $51.89 $123K - $139K
101K $5.22M
ETN
Eaton Corp PLC

Industrials
7
+ 0.43%
$246.52 - $356.99 $1.73K - $2.5K
1.65K $589K
MP
Mp Materials Corp.

Basic Materials
566
+ 4.1%
$18.77 - $37.74 $10.6K - $21.4K
14.4K $478K
BA
Boeing CO

Industrials
31
+ 0.91%
$136.59 - $217.51 $4.23K - $6.74K
3.42K $716K
ARKG
Ark Genomic Revolution ETF (De

ETFs
401
+ 1.12%
$18.34 - $24.56 $7.35K - $9.85K
36.1K $880K
FNDF
Schwab Fundamental Intl Large

ETFs
543
+ 1.83%
$32.25 - $40.02 $17.5K - $21.7K
30.2K $1.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
160
+ 40.2%
$456.74 - $568.03 $73.1K - $90.9K
558 $316K
GOOGL
Alphabet Inc.

Communication Services
116
+ 3.15%
$144.7 - $178.6 $16.8K - $20.7K
3.8K $670K
JPM
Jpmorgan Chase & CO

Financial Services
25
+ 1.72%
$210.28 - $289.91 $5.26K - $7.25K
1.48K $427K
FNDA
Schwab Fundamental U S Small C

ETFs
735
+ 1.86%
$23.85 - $28.69 $17.5K - $21.1K
40.3K $1.15M
XOM
Exxon Mobil Corp

Energy
1.35K
+ 19.88%
$99.93 - $119.04 $135K - $161K
8.17K $880K
RMD
Resmed Inc

Healthcare
2
+ 0.19%
$204.54 - $258.0 $409 - $516
1.06K $274K
DE
Deere & CO

Industrials
6
+ 0.73%
$412.99 - $531.48 $2.48K - $3.19K
828 $421K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 1.25%
$451.58 - $565.94 $3.61K - $4.53K
650 $353K
ABNB
Airbnb, Inc.

Consumer Cyclical
76
+ 3.87%
$105.69 - $140.64 $8.03K - $10.7K
2.04K $270K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2
+ 0.03%
$51.16 - $62.02 $102 - $124
7.15K $443K
Ishares Ethereum Tr
14.2K
+ 117.09%
N/A
26.3K $0
Victory Portfolios Ii
1.1K
+ 1.84%
N/A
60.9K $0
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.26%
$210.83 - $235.28 $843 - $941
1.52K $337K
DVN
Devon Energy Corp

Energy
624
+ 6.72%
$26.8 - $37.92 $16.7K - $23.7K
9.9K $315K
SBUX
Starbucks Corp

Consumer Cyclical
33
+ 0.59%
$79.69 - $99.41 $2.63K - $3.28K
5.63K $515K
Activity Summary
Buys All Purchases 76 New Holdings 20 Increased Positions 56 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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