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DDD Partners, LLC13F | |
| DDD Partners, LLC | |
| Last update 2025-05-02 | 102 Stocks (10 new) |
| Value $823.00 Mil | Turnover 15 % |
DDD Partners, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 130,906 | 69,717.9 | -3.83% | 8.470 | -0.29% | 0.010 | -9.22% | +6.34% | 1,042,471.2 | Insurance | |
MSFT | Microsoft Corp | 135,778 | 50,969.7 | -0.23% | 6.190 | -0.02% | 0.000 | +31.02% | +22.05% | 3,808,992.9 | Software | |
AAPL | Apple Inc | 155,838 | 34,616.4 | -5.34% | 4.210 | -0.27% | 0.000 | +2.50% | -14.24% | 3,199,851.4 | Hardware | |
AMZN | Amazon.com Inc | 171,576 | 32,644.0 | -5.79% | 3.970 | -0.28% | 0.000 | +22.56% | +5.58% | 2,459,017.9 | Retail - Cyclical | |
CB | Chubb Ltd | 81,418 | 24,587.5 | -3.44% | 2.990 | -0.10% | 0.020 | -2.12% | -0.81% | 108,543.4 | Insurance | |
COST | Costco Wholesale Corp | 25,810 | 24,410.7 | -1.29% | 2.970 | -0.04% | 0.010 | -3.63% | +2.89% | 417,083.5 | Retail - Defensive | |
ORI | Old Republic International Corp | 620,574 | 24,338.9 | -3.41% | 2.960 | -0.10% | 0.250 | -2.95% | +6.68% | 8,873.2 | Insurance | |
JNJ | Johnson & Johnson | 145,274 | 24,092.2 | +50.54% | 2.930 | +0.98% | 0.010 | +10.61% | +19.17% | 408,273.6 | Drug Manufacturers | |
CMCSA | Comcast Corp | 641,233 | 23,661.5 | +18.77% | 2.870 | +0.45% | 0.020 | +2.26% | -6.01% | 128,252.7 | Telecommunication Services | |
ABBV | AbbVie Inc | 112,523 | 23,575.8 | -10.23% | 2.860 | -0.28% | 0.010 | +3.62% | +10.53% | 337,630.3 | Drug Manufacturers |
DDD Partners, LLC's Historical Top Holdings Breakdowns
DDD Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HON | Honeywell International Inc | 2025-03-31 | Sold Out Sold Out | -2.71% | 202.75 ($214.7) 226.52 | $223.40 | 4.05% | Sold Out | 0 | -97,466 | |
UPS | United Parcel Service Inc | 2025-03-31 | New Buy New Buy | +2.49% | 109.66 ($119.57) 136.26 | $102.70 | -14.11% | New holding | 186,069 | 186,069 | |
EXPE | Expedia Group Inc | 2025-03-31 | Sold Out Sold Out | -2.01% | 157.11 ($182.16) 206.52 | $190.13 | 4.38% | Sold Out | 0 | -87,749 | |
LYB | LyondellBasell Industries NV | 2025-03-31 | Add Add | +1.60% | 69.82 ($75.25) 78.67 | $61.13 | -18.76% | Add 190.67% | 285,521 | 187,292 | |
CVS | CVS Health Corp | 2025-03-31 | New Buy New Buy | +1.49% | 44.22 ($59.84) 68.64 | $60.81 | 1.62% | New holding | 180,442 | 180,442 | |
DINO | HF Sinclair Corp | 2025-03-31 | Add Add | +1.34% | 31.04 ($35.05) 38.48 | $43.87 | 25.15% | Add 185.47% | 516,024 | 335,262 | |
ELAN | Elanco Animal Health Inc | 2025-03-31 | Add Add | +1.27% | 10.04 ($11.31) 12.47 | $14.64 | 29.44% | Add 202.67% | 1,492,992 | 999,716 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | +0.98% | 142.06 ($156.47) 167.7 | $169.53 | 8.34% | Add 50.54% | 145,274 | 48,774 | |
ON | ON Semiconductor Corp | 2025-03-31 | Add Add | +0.90% | 40.69 ($50.33) 64.51 | $55.76 | 10.79% | Add 110.48% | 345,208 | 181,199 | |
GMAB | Genmab AS | 2025-03-31 | Add Add | +0.89% | 18.69 ($20.98) 24.14 | $23.26 | 10.87% | Add 165.86% | 601,050 | 374,976 |
DDD Partners, LLC Total Holding History ($B)
DDD Partners, LLC's Asset Allocation
DDD Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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DDD Partners, LLC's Hypothetical Growth since 2025-03-31
DDD Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
DDD Partners, LLC's Holdings Heat Map
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DDD Partners, LLC's Holdings Bubble Chart
DDD Partners, LLC News
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