Stock Taper

DDD PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sandisk CorporationSNDK100$227.37K
Western Digital CorporationWDC326$208.22K
TransDigm Group IncorporatedTDG354$471.54K
GE Vernova Inc.GEV582$683.77K
W.W. Grainger, Inc.GWW592$805.36K
Quanta Services, Inc.PWR624$449.33K
GE AerospaceGE642$239.94K
McKesson CorporationMCK666$503.23K
Ciena CorporationCIEN674$330.64K
Eli Lilly and CompanyLLY681$817.14K
Alnylam Pharmaceuticals, Inc.ALNY694$208.91K
CrowdStrike Holdings, Inc.CRWD732$558.62K
International Business Machines CorporationIBM735$206.69K
Martin Marietta Materials, Inc.MLM796$459.05K
Deere & CompanyDE859$544.93K
Natera, Inc.NTRA863$234.26K
Mastercard IncorporatedMA1.01K$520.33K
Take-Two Interactive Software, Inc.TTWO1.02K$254.98K
ResMed Inc.RMD1.08K$210.66K
Moody's CorporationMCO1.29K$586.53K