Stock Taper

DDD PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Apple Inc.AAPL166.14K$48.08M
The Walt Disney CompanyDIS171.9K$16.55M
WEC Energy Group, Inc.WEC173.45K$20.25M
Amazon.com, Inc.AMZN185.22K$44.15M
Merck & Co., Inc.MRK190.55K$24.49M
Genuine Parts CompanyGPC193.93K$22.88M
Rayonier Advanced Materials Inc.RYAM200K$1.57M
ON Semiconductor CorporationON208.16K$19.68M
Cisco Systems, Inc.CSCO214.67K$25.21M
HF Sinclair CorporationDINO215.23K$14.99M
NWPX Infrastructure, Inc.NWPX249.52K$37.41M
Eastman Chemical CompanyEMN269.88K$18.08M
Amrize LtdAMRZ349.48K$18.63M
Element Solutions IncESI362.55K$17.31M
Bank of America CorporationBAC407.86K$23.24M
Brookfield Asset Management Ltd.BAM435.18K$19.52M
Old Republic International CorporationORI503.16K$20.59M
Kinder Morgan, Inc.KMI574.01K$18.35M
Elanco Animal Health IncorporatedELAN615.09K$15.14M
James Hardie Industries plcJHX866.92K$22.7M