DDD Partners, LLC — 13F holdings

DDD Partners, LLC reported 166 holdings worth $1.60B in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $428M (26.7%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $56.4M (3.5%)
3. AAPL APPLE INC — $48.1M (3.0%)
4. AMZN AMAZON COM INC — $44.1M (2.8%)
5. NWPX NWPX INFRASTRUCTURE INC — $37.4M (2.3%)
6. COST COSTCO WHSL CORP NEW — $31.7M (2.0%)
7. AVGO BROADCOM INC — $30.5M (1.9%)
8. GOOG ALPHABET INC — $29.0M (1.8%)
9. CMI CUMMINS INC — $27.4M (1.7%)
10. SPYM SPDR SERIES TRUST — $26.2M (1.6%)