DDD Partners portfolio
Wealth adviserPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 2, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
DDD Partners reported a $1.7 bn portfolio of 160 companies (162 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are MSFT, BRK/B, AAPL. During the quarter it opened Kimberly Clark and Verisk Analytics and exited Watsco and Hubbell.
Sections with a free account
What changed this quarter
149 positions with a change (17 new, 76 added to, 37 trimmed, 19 sold). 11 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Microsoft−17%fewer sharesReduced26.5% → 27.7%
- Bank of America−98%fewer sharesReduced1.5% → under 0.1%
- Watsco−1.2 ppof portfolioSold out1.3% → —
- Hubbell−1.2 ppof portfolioSold out1.3% → —
- Kimberly Clark+1.1 ppof portfolioNew— → 1.1%
- Verisk Analytics+1.1 ppof portfolioNew— → 1.1%
- Amrize−1.1 ppof portfolioSold out1.2% → —
- Ciena+5,722%more sharesIncreasedunder 0.1% → 0.8%
- ServiceNow+0.8 ppof portfolioNew— → 0.8%
- Element Solutions+96%more sharesIncreased1.1% → 1.5%
- Berkshire Hathaway+16%more sharesIncreased3.5% → 3.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- MicrosoftMSFT27.7%
- Berkshire HathawayBRK/B3.7%
- AppleAAPL3.3%
- Amazon.comAMZN2.8%
- AlphabetGOOG · GOOGL1.9%
- DanaherDHR1.9%
- Costco WholesaleCOST1.9%
- BroadcomAVGO1.7%
- STE Str SPDR PT S&P 500 ETFSPYM1.5%
- Meta PlatformsMETA1.5%
- Element SolutionsESI1.5%
- NVIDIANVDA1.5%
- MerckMRK1.5%
- Regeneron PharmaceuticalsREGN1.4%
- Genuine PartsGPC1.4%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 46%
- ● Health Care 10%
- ● Financials 8%
- ● Industrials 6%
- ● Materials 5%
- ● Consumer Discretionary 5%
- ● No sector 5%
- ● Communication Services 5%
- ● Consumer Staples 5%
- ● Energy 4%
- ● Utilities 1%
- ● Real Estate 1%
How its portfolio changed (8 quarters)
Q3 2026: 162
Q3 2026: 48%
Q3 2026: 12.6%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Declared options (1)
Besides stocks, DDD Partners declared 1 put (they gain if the stock falls) with a notional of $5.9M. The 13F reports the value of the underlying shares, not the premium paid, so these figures look large and are not added to the portfolio. Nor does it say whether the option is bought or written, or its strike or expiry: it may be a hedge.
- PUTMicrosoftMSFT$5.9M
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Wealth adviser, per its Form ADV of Jul 10, 2026 (high confidence).
The data, as reported: TSCHETTER GROUP (CRD 301548): 5.D assets by client type: high net worth 73%, governments 13%, individuals 7% (of $2.4 bn); 5.F 1558 accounts, 2% non-discretionary; 5.D 517 clients, 503 individuals; signals: 5.G(1) financial planning, 5.G(7) selection of other advisers
The type comes from a rule applied to that data. If it looks wrong, tell us.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; it is a wealth adviser; its 13F adds up client accounts. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- AMI Asset Management$1.7 bn
- Goehring & Rozencwajg AssociatesInvestment firm · $1.7 bn
- Park Presidio CapitalInvestment firm · $1.8 bn
- Dendur CapitalInvestment firm · $1.7 bn
- Black Creek Investment ManagementInvestment firm · $1.8 bn
- Standard Investments$1.8 bn