DP

DDD Partners, LLC

13F
DDD Partners, LLC
Last update 2024-11-12 102 Stocks (13 new)
Value $921.00 Mil Turnover 9 %
Countries:
Top Holdings: BRK.B(7.78%)MSFT(6.97%)AAPL(4.45%)AMZN(4.26%)COST(2.73%)
Summary Stock Picks Current Portfolio
DDD Partners, LLC Top Holdings of 2024-09-30 View Full List
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
155,620
71,625.7
+0.83%
7.780
+0.06%
0.010
+2.30%
+28.39%
986,915.5
Insurance
MSFT 		Microsoft Corp
149,237
64,216.6
-12.02%
6.970
-1.06%
0.000
+4.08%
+19.83%
3,325,399.1
Software
AAPL 		Apple Inc
176,006
41,009.4
-5.04%
4.450
-0.23%
0.000
+11.64%
+29.51%
3,750,689.2
Hardware
AMZN 		Amazon.com Inc
210,798
39,278.0
+0.11%
4.260
0%
0.000
+21.97%
+49.70%
2,391,744.4
Retail - Cyclical
COST 		Costco Wholesale Corp
28,339
25,123.2
-0.33%
2.730
-0.01%
0.010
+8.15%
+50.76%
439,214.0
Retail - Defensive
AVGO 		Broadcom Inc
145,268
25,058.8
-18.38%
2.720
-0.61%
0.000
+34.50%
+103.56%
1,049,945.5
Semiconductors
CB 		Chubb Ltd
86,285
24,883.7
+0.35%
2.700
+0.01%
0.020
-4.11%
+23.79%
111,291.3
Insurance
QCOM 		Qualcomm Inc
146,291
24,876.8
-8.56%
2.700
-0.32%
0.010
-4.99%
+11.77%
176,126.8
Semiconductors
CMI 		Cummins Inc
76,205
24,674.4
+0.35%
2.680
+0.01%
0.060
+22.24%
+57.00%
50,415.7
Industrial Products
TGT 		Target Corp
157,957
24,619.2
+20.05%
2.670
+0.45%
0.030
-10.48%
-2.74%
61,638.7
Retail - Defensive

DDD Partners, LLC's Historical Top Holdings Breakdowns

DDD Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD 		Schwab US Dividend Equity ETF2023-12-31Add
+4.96%
●
66.9 ($71.49) 76.32
$28.13
-60.65%
Add 12161.94%
488,148
484,167
SCHD 		Schwab US Dividend Equity ETF2024-03-31Reduce
-4.95%
●
75.25 ($77.5) 80.63
$28.13
-63.70%
Reduce -98.96%
5,061
-483,087
SPY 		S&P 500 ETF TRUST ETF2023-12-31Add
+3.41%
●
410.68 ($445.46) 476.69
$604.27
35.65%
Add 517.27%
63,752
53,424
SPY 		S&P 500 ETF TRUST ETF2024-03-31Reduce
-3.39%
●
467.28 ($497.86) 523.17
$604.27
21.37%
Reduce -83.36%
10,608
-53,144
NVS 		Novartis AG2023-06-30Sold Out
-2.87%
●
92 ($99.89) 104.91
$98.36
-1.53%
Sold Out
0
-199,946
ETN 		Eaton Corp PLC2024-03-31Reduce
-2.83%
●
233.1 ($273.41) 316.58
$356.01
30.21%
Reduce -98.02%
1,768
-87,432
MDT 		Medtronic PLC2022-12-31New Buy
+2.71%
●
76.13 ($81.05) 87.74
$82.48
1.76%
New holding
218,240
218,240
ATCO Unlock Delisted Atlas Corp2022-12-31Sold Out
-2.67%
●
13.88 ($15.1) 15.39
$15.48
2.52%
Sold Out
0
-1,058,982
SO 		Southern Co2024-03-31New Buy
+2.58%
●
66.25 ($69.03) 72.24
$83.20
20.53%
New holding
294,051
294,051
ABBV 		AbbVie Inc2023-06-30Add
+2.50%
●
132.51 ($146.84) 164.9
$173.37
18.07%
Add 9979.72%
135,673
134,327

DDD Partners, LLC Total Holding History ($B)

To

DDD Partners, LLC's Asset Allocation

To

DDD Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DDD Partners, LLC's Hypothetical Growth since 2024-09-30

DDD Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DDD Partners, LLC's Holdings Heat Map

Size field:

DDD Partners, LLC's Holdings Bubble Chart

DDD Partners, LLC News

  • 1

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