DDD Partners, LLC - Portfolio overview

DDD Partners, LLC has 160 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. MSFT - MICROSOFT CORP, 27.79%
  2. BRKB - BERKSHIRE HATHAWAY INC DEL, 3.56%
  3. AAPL - APPLE INC, 2.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.