DDD Partners, LLC

Q3 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$1,749,685
Net value change ($000)
+145,971 (9.1%)
New positions
18
Sold out positions
20
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 58,579 13.8%
KMB 19,494 NEW
VRSK 19,315 NEW
CIEN 13,475 4071.0%
NOW 13,257 NEW
AAPL 9,021 18.8%
BRK-B 8,634 15.3%
ESI 8,491 49.0%
DHR 7,766 30.9%
META 7,345 39.3%
Top Reduces (Value $000, Stocks/ETFs)
BAC -22,817 -98.2%
WSO -21,014 -100.0%
HUBB -20,269 -100.0%
AMRZ -18,627 -100.0%
NWPX -15,326 -41.0%
CMI -9,216 -33.6%
CSCO -4,740 -18.8%
RELL -4,093 -19.4%
MU -3,758 -16.5%
UNF -3,712 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5,898 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type