DDD PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HII | 45K | $13.04M |
 | UNH | 43K | $14.98M |
 | PYPL | 37K | $2.45M |
 | HUBB | 33K | $14.33M |
 | META | 33K | $24.33M |
 | CDNS | 33K | $11.57M |
 | DSX | 31K | $52.65K |
 | ACHR | 29K | $280.42K |
 | COST | 26K | $24.04M |
 | TMO | 24K | $11.74M |
 | EXPD | 24K | $2.94M |
 | SII | 24K | $1.96M |
 | ENVX | 24K | $234.31K |
 | MVIS | 23K | $28.97K |
 | REGN | 21K | $12.01M |
 | NOW | 17K | $15.25M |
 | BCC | 14K | $1.12M |
 | CNR | 14K | $1.19M |
 | INMD | 12K | $179.02K |
 | CPRT | 11K | $483.11K |
Huntington Ingalls Industries, Inc.
HII
Shares Held
45K
Value
$13.04M
UnitedHealth Group Incorporated
UNH
Shares Held
43K
Value
$14.98M
PayPal Holdings, Inc.
PYPL
Shares Held
37K
Value
$2.45M
Hubbell Incorporated
HUBB
Shares Held
33K
Value
$14.33M
Meta Platforms, Inc.
META
Shares Held
33K
Value
$24.33M
Cadence Design Systems, Inc.
CDNS
Shares Held
33K
Value
$11.57M
Diana Shipping Inc.
DSX
Shares Held
31K
Value
$52.65K
Archer Aviation Inc.
ACHR
Shares Held
29K
Value
$280.42K
Costco Wholesale Corporation
COST
Shares Held
26K
Value
$24.04M
Thermo Fisher Scientific Inc.
TMO
Shares Held
24K
Value
$11.74M
Expeditors International of Washington, Inc.
EXPD
Shares Held
24K
Value
$2.94M
Sprott Inc.
SII
Shares Held
24K
Value
$1.96M
Enovix Corporation
ENVX
Shares Held
24K
Value
$234.31K
MicroVision, Inc.
MVIS
Shares Held
23K
Value
$28.97K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
21K
Value
$12.01M
ServiceNow, Inc.
NOW
Shares Held
17K
Value
$15.25M
Boise Cascade Company
BCC
Shares Held
14K
Value
$1.12M
Core Natural Resources, Inc.
CNR
Shares Held
14K
Value
$1.19M
InMode Ltd.
INMD
Shares Held
12K
Value
$179.02K
Copart, Inc.
CPRT
Shares Held
11K
Value
$483.11K