Stock Taper 
DDD PARTNERS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Microsoft Corporation | MSFT | 1.14M | $424.07M |
 James Hardie Industries plc | JHX | 866.92K | $22.7M |
 Elanco Animal Health Incorporated | ELAN | 615.09K | $15.14M |
 Kinder Morgan, Inc. | KMI | 574.01K | $18.35M |
 Old Republic International Corporation | ORI | 503.16K | $20.59M |
 Brookfield Asset Management Ltd. | BAM | 435.18K | $19.52M |
 Bank of America Corporation | BAC | 407.86K | $23.24M |
 Element Solutions Inc | ESI | 362.55K | $17.31M |
 Amrize Ltd | AMRZ | 349.48K | $18.63M |
 Eastman Chemical Company | EMN | 269.88K | $18.08M |
 NWPX Infrastructure, Inc. | NWPX | 249.52K | $37.41M |
 HF Sinclair Corporation | DINO | 215.23K | $14.99M |
 Cisco Systems, Inc. | CSCO | 214.67K | $25.21M |
 ON Semiconductor Corporation | ON | 208.16K | $19.68M |
 Rayonier Advanced Materials Inc. | RYAM | 200K | $1.57M |
 Genuine Parts Company | GPC | 193.93K | $22.88M |
 Merck & Co., Inc. | MRK | 190.55K | $24.49M |
 Amazon.com, Inc. | AMZN | 185.22K | $44.15M |
 WEC Energy Group, Inc. | WEC | 173.45K | $20.25M |
 The Walt Disney Company | DIS | 171.9K | $16.55M |