Ddd Partners, LLC Portfolio Holdings

Ddd Partners, LLC

$925 Million
Q2 2025

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 $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MSFT Microsoft Corp Technology	$3.95T	$90.5 Million 9.78% of portfolio	181,925	Q2 2025 Added 33.99%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$606B	$67.5 Million 7.29% of portfolio	138,935	Q2 2025 Added 6.13%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$38.2 Million 4.13% of portfolio	174,061	Q2 2025 Added 1.45%
AAPL Apple Inc. Technology	$3.69T	$32.3 Million 3.49% of portfolio	157,356	Q2 2025 Added 0.97%
COST Costco Wholesale Corp Consumer Defensive	$439B	$25.6 Million 2.76% of portfolio	25,839	Q2 2025 Added 0.11%
CSCO Cisco Systems, Inc. Technology	$293B	$25 Million 2.7% of portfolio	360,645	Q2 2025 Added 2.72%
CVX Chevron Corp Energy	$302B	$22.1 Million 2.39% of portfolio	154,261	Q2 2025 Added 11.57%
JNJ Johnson & Johnson Healthcare	$452B	$19.9 Million 2.15% of portfolio	130,441	Q2 2025 Reduced 10.21%
ABBV Abb Vie Inc. Healthcare	$351B	$19.8 Million 2.14% of portfolio	106,680	Q2 2025 Reduced 5.19%
GOOG Alphabet Inc. Communication Services	$1.24T	$19.2 Million 2.07% of portfolio	108,028	Q2 2025 Added 2.37%
NVDA Nvidia Corp Technology	$456B	$18.1 Million 1.95% of portfolio	114,375	Q2 2025 Added 9.17%
HD Home Depot, Inc. Consumer Cyclical	$405B	$18 Million 1.95% of portfolio	49,122	Q2 2025 Added 6,002.11%
ABT Abbott Laboratories Healthcare	$229B	$17.1 Million 1.85% of portfolio	125,873	Q2 2025 New
RTX Raytheon Technologies Corp Industrials	$229B	$12 Million 1.29% of portfolio	82,077	Q2 2025 Added 2.99%
UNH Unitedhealth Group Inc Healthcare	$245B	$7.11 Million 0.77% of portfolio	22,785	Q2 2025 New
META Meta Platforms, Inc. Communication Services	$1.78T	$2.51 Million 0.27% of portfolio	3,407	Q2 2025 Reduced 6.32%
TSLA Tesla, Inc. Consumer Cyclical	$1.08T	$1.72 Million 0.19% of portfolio	5,425	Q2 2025 Added 5.67%
V Visa Inc. Financial Services	$551B	$1.29 Million 0.14% of portfolio	3,642	Q2 2025 Reduced 0.05%
XOM Exxon Mobil Corp Energy	$442B	$880,000 0.1% of portfolio	8,165	Q2 2025 Added 19.88%
GOOGL Alphabet Inc. Communication Services	$1.2T	$670,000 0.07% of portfolio	3,802	Q2 2025 Added 3.15%
JPM Jpmorgan Chase & CO Financial Services	$859B	$427,000 0.05% of portfolio	1,476	Q2 2025 Added 1.72%
BAC Bank Of America Corp Financial Services	$381B	$277,000 0.03% of portfolio	5,865	Q2 2025 Reduced 4.04%
NFLX Netflix Inc Communication Services	$545B	$222,000 0.02% of portfolio	166	Q2 2025 New

Summary

Portfolio
No. of Stocks 112
Current Value $925 Million
Prior Value $819 Million
Filing
Period Q2 2025
Filing Date July 31, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 20 stocks
Additional Purchases 56 stocks
Sold out of 0 stocks
Reduced holdings in 25 stocks

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