DDD PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ELAN | 1.75M | $35.31M |
 | MSFT | 1.14M | $592.35M |
 | RELL | 1.14M | $11.16M |
 | KMI | 676K | $19.14M |
 | ORI | 489K | $20.75M |
 | NWPX | 447K | $23.64M |
 | DINO | 416K | $21.78M |
 | VZ | 416K | $18.29M |
 | BAC | 404K | $20.86M |
 | LYB | 293K | $14.36M |
 | CSCO | 271K | $18.52M |
 | RYAM | 200K | $1.44M |
 | RBOT | 187K | $1.03M |
 | AMZN | 179K | $39.25M |
 | UBER | 175K | $17.13M |
 | WEC | 172K | $19.71M |
 | PLD | 168K | $19.25M |
 | AAPL | 161K | $40.88M |
 | PEP | 137K | $19.18M |
 | GPC | 137K | $18.93M |
Elanco Animal Health Incorporated
ELAN
Shares Held
1.75M
Value
$35.31M
Microsoft Corporation
MSFT
Shares Held
1.14M
Value
$592.35M
Richardson Electronics, Ltd.
RELL
Shares Held
1.14M
Value
$11.16M
Kinder Morgan, Inc.
KMI
Shares Held
676K
Value
$19.14M
Old Republic International Corporation
ORI
Shares Held
489K
Value
$20.75M
NWPX Infrastructure, Inc.
NWPX
Shares Held
447K
Value
$23.64M
HF Sinclair Corporation
DINO
Shares Held
416K
Value
$21.78M
Verizon Communications Inc.
VZ
Shares Held
416K
Value
$18.29M
Bank of America Corporation
BAC
Shares Held
404K
Value
$20.86M
LyondellBasell Industries N.V.
LYB
Shares Held
293K
Value
$14.36M
Cisco Systems, Inc.
CSCO
Shares Held
271K
Value
$18.52M
Rayonier Advanced Materials Inc.
RYAM
Shares Held
200K
Value
$1.44M
Vicarious Surgical Inc.
RBOT
Shares Held
187K
Value
$1.03M
Amazon.com, Inc.
AMZN
Shares Held
179K
Value
$39.25M
Uber Technologies, Inc.
UBER
Shares Held
175K
Value
$17.13M
WEC Energy Group, Inc.
WEC
Shares Held
172K
Value
$19.71M
Prologis, Inc.
PLD
Shares Held
168K
Value
$19.25M
Apple Inc.
AAPL
Shares Held
161K
Value
$40.88M
PepsiCo, Inc.
PEP
Shares Held
137K
Value
$19.18M
Genuine Parts Company
GPC
Shares Held
137K
Value
$18.93M