Ddd Partners, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $925 Million distributed in 112 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $90.5M, Berkshire Hathaway Inc Class B with a value of $67.5M, Amazon Com Inc with a value of $38.2M, Apple Inc. with a value of $32.3M, and Schwab Strategic Tr Us Dividen with a value of $31.7M.
Examining the 13F form we can see an increase of $107M in the current position value, from $819M to 925M.
Below you can find more details about Ddd Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$925 Million
Technology: $272 Million
Healthcare: $122 Million
Financial Services: $116 Million
Industrials: $106 Million
ETFs: $78.2 Million
Consumer Cyclical: $62.7 Million
Energy: $54.9 Million
Communication Services: $45.6 Million
Other: $68.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
