DDD PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 1.15M | $555.66M |
 | RELL | 1.13M | $12.33M |
 | ELAN | 927K | $20.98M |
 | KMI | 679K | $18.67M |
 | ORI | 490K | $22.38M |
 | NWPX | 443K | $27.70M |
 | VZ | 418K | $17.03M |
 | BN | 410K | $18.82M |
 | BAC | 407K | $22.36M |
 | DINO | 291K | $13.41M |
 | CSCO | 272K | $20.99M |
 | EMN | 242K | $15.43M |
 | RYAM | 200K | $1.18M |
 | AMZN | 180K | $41.45M |
 | WEC | 173K | $18.24M |
 | PLD | 169K | $21.56M |
 | AAPL | 164K | $44.69M |
 | UBER | 158K | $12.95M |
 | NOW | 141K | $21.66M |
 | PEP | 137K | $19.70M |
Microsoft Corporation
MSFT
Shares Held
1.15M
Value
$555.66M
Richardson Electronics, Ltd.
RELL
Shares Held
1.13M
Value
$12.33M
Elanco Animal Health Incorporated
ELAN
Shares Held
927K
Value
$20.98M
Kinder Morgan, Inc.
KMI
Shares Held
679K
Value
$18.67M
Old Republic International Corporation
ORI
Shares Held
490K
Value
$22.38M
NWPX Infrastructure, Inc.
NWPX
Shares Held
443K
Value
$27.70M
Verizon Communications Inc.
VZ
Shares Held
418K
Value
$17.03M
Brookfield Corporation
BN
Shares Held
410K
Value
$18.82M
Bank of America Corporation
BAC
Shares Held
407K
Value
$22.36M
HF Sinclair Corporation
DINO
Shares Held
291K
Value
$13.41M
Cisco Systems, Inc.
CSCO
Shares Held
272K
Value
$20.99M
Eastman Chemical Company
EMN
Shares Held
242K
Value
$15.43M
Rayonier Advanced Materials Inc.
RYAM
Shares Held
200K
Value
$1.18M
Amazon.com, Inc.
AMZN
Shares Held
180K
Value
$41.45M
WEC Energy Group, Inc.
WEC
Shares Held
173K
Value
$18.24M
Prologis, Inc.
PLD
Shares Held
169K
Value
$21.56M
Apple Inc.
AAPL
Shares Held
164K
Value
$44.69M
Uber Technologies, Inc.
UBER
Shares Held
158K
Value
$12.95M
ServiceNow, Inc.
NOW
Shares Held
141K
Value
$21.66M
PepsiCo, Inc.
PEP
Shares Held
137K
Value
$19.70M