DDD Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The report lists a total of 164 holdings held by the firm.
The filing identifies Richard Lee as the Chief Compliance Officer for DDD Partners, LLC, located in Bellevue, Washington. The firm's address is listed as 2155 112th Ave NE, Bellevue, WA 98004.
The portfolio includes a diverse mix of large-cap technology companies, healthcare firms, and exchange-traded funds. Major holdings include Apple Inc. with 171,454 shares, Microsoft Corporation with 941,023 shares, and Amazon.com Inc. with 194,278 shares. Other notable positions include NVIDIA Corporation with 112,504 shares, Alphabet Inc. Class A shares with 11,938 shares, and Meta Platforms Inc. Class A shares with 35,915 shares.
The filing also lists significant investments in financial and industrial sectors. JPMorgan Chase & Co. is held with 6,064 shares, while Berkshire Hathaway Inc. Class B shares comprise 130,549 shares. In the industrial space, Caterpillar Inc. is listed with 518 shares, and Deere & Co. with 871 shares.
Exchange-traded funds make up a substantial portion of the portfolio, including shares in the iShares Core S&P 500 ETF, the SPDR Series Trust S&P 500 ETF, and various other sector-specific and thematic funds. The filing indicates that the firm holds sole voting and dispositive power over all listed positions.
