DDD PARTNERS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 1.15M | $426.71M |
 | RELL | 1.13M | $12.41M |
 | ELAN | 618K | $14.79M |
 | KMI | 574K | $19.26M |
 | ORI | 492K | $19.64M |
 | NWPX | 425K | $33.07M |
 | BAC | 408K | $19.88M |
 | ESI | 364K | $12.44M |
 | AMRZ | 325K | $18.20M |
 | CSCO | 274K | $21.23M |
 | EMN | 252K | $19.22M |
 | ON | 240K | $14.86M |
 | DINO | 216K | $13.49M |
 | RYAM | 200K | $2.21M |
 | GPC | 194K | $20.53M |
 | ABT | 194K | $19.87M |
 | MTH | 189K | $11.70M |
 | AMZN | 180K | $37.58M |
 | WEC | 174K | $20.11M |
 | AAPL | 165K | $41.92M |
Microsoft Corporation
MSFT
Shares Held
1.15M
Value
$426.71M
Richardson Electronics, Ltd.
RELL
Shares Held
1.13M
Value
$12.41M
Elanco Animal Health Incorporated
ELAN
Shares Held
618K
Value
$14.79M
Kinder Morgan, Inc.
KMI
Shares Held
574K
Value
$19.26M
Old Republic International Corporation
ORI
Shares Held
492K
Value
$19.64M
NWPX Infrastructure, Inc.
NWPX
Shares Held
425K
Value
$33.07M
Bank of America Corporation
BAC
Shares Held
408K
Value
$19.88M
Element Solutions Inc
ESI
Shares Held
364K
Value
$12.44M
Amrize Ltd
AMRZ
Shares Held
325K
Value
$18.20M
Cisco Systems, Inc.
CSCO
Shares Held
274K
Value
$21.23M
Eastman Chemical Company
EMN
Shares Held
252K
Value
$19.22M
ON Semiconductor Corporation
ON
Shares Held
240K
Value
$14.86M
HF Sinclair Corporation
DINO
Shares Held
216K
Value
$13.49M
Rayonier Advanced Materials Inc.
RYAM
Shares Held
200K
Value
$2.21M
Genuine Parts Company
GPC
Shares Held
194K
Value
$20.53M
Abbott Laboratories
ABT
Shares Held
194K
Value
$19.87M
Meritage Homes Corporation
MTH
Shares Held
189K
Value
$11.70M
Amazon.com, Inc.
AMZN
Shares Held
180K
Value
$37.58M
WEC Energy Group, Inc.
WEC
Shares Held
174K
Value
$20.11M
Apple Inc.
AAPL
Shares Held
165K
Value
$41.92M