Ddd Partners, LLC

CIK Number: 0001729673

932.74M

Market Value

112

# of Holdings

10 months

Avg. Holding Period

Win Rate

Peformance 3-Years

Main Sectors:

Top Industries:

Filing Date: Jul 31, 2025

Rank	Symbol	Name	Price	% Change	Shares	% Change Shares	Market Value	Avg. Price Paid	% Weight	Asset Type
1	MSFT	Microsoft Corpo...	515.74	-0.76%	181.93K	+33.99%	90.49M	317.74	9.70%	Share
2	BRK-B	Berkshire Hatha...	495.96	-0.45%	138.94K	+6.13%	67.49M	236.54	7.24%	Share
3	AMZN	Amazon.com, Inc...	222.41	+0.81%	174.06K	+1.45%	38.19M	112.66	4.09%	Share
4	AAPL	Apple Inc.	257.13	+0.66%	157.36K	+0.97%	32.28M	52.31	3.46%	Share
5	SCHD	Schwab U.S. Div...	27.34	-0.67%	1.2M	+3.67K%	31.69M	26.51	3.40%	Share
6	AVGO	Broadcom Inc.	338.18	+1.44%	108.71K	+16.30%	29.97M	88.91	3.21%	Share
7	COST	Costco Wholesal...	916.77	-0.06%	25.84K	+0.11%	25.58M	200.42	2.74%	Share
8	CSCO	Cisco Systems, ...	68.31	-0.64%	360.64K	+2.72%	25.02M	46.95	2.68%	Share
9	QCOM	QUALCOMM Incorp...	168.85	+1.42%	154.44K	+29.50%	24.6M	128.17	2.64%	Share
10	ELAN	Elanco Animal H...	20.48	-1.54%	1.64M	+10.14%	23.48M	11.33	2.52%	Share
11	CMI	Cummins Inc.	432.64	+1.88%	71.66K	+21.02%	23.47M	221.66	2.52%	Share
12	CVX	Chevron Corpora...	153.40	-0.76%	154.26K	+11.57%	22.09M	153	2.37%	Share
13	UPS	United Parcel S...	85.61	+1.45%	215.82K	+15.99%	21.78M	108.74	2.34%	Share
14	ORI	Old Republic In...	42.87	+0.23%	551.78K	-11.08%	21.21M	18.64	2.27%	Share
15	LYB	LyondellBasell ...	49.33	+1.88%	364.13K	+27.53%	21.07M	74.57	2.26%	Share
16	CMCSA	Comcast Corpora...	30.40	-1.75%	579.54K	-9.62%	20.68M	32.87	2.22%	Share
17	CB	Chubb Limited	281.45	+0.01%	70.75K	-13.1%	20.5M	151.01	2.20%	Share
18	SO	The Southern Co...	93.90	-0.95%	219.7K	-12.67%	20.18M	71.13	2.16%	Share
19	JNJ	Johnson & Johns...	186.02	-0.02%	130.44K	-10.21%	19.92M	153.66	2.14%	Share
20	ABBV	AbbVie Inc.	236.58	-3.19%	106.68K	-5.19%	19.8M	139.16	2.12%	Share

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