DDD Partners, LLC

données du 30/09/2025

Capitalisation

$ 1.574 B 68.76 %

Période de détention moyenne

10 ans

Performance

$ 453.122 M 88.67 %

Capitalisation

Taille du portefeuille

Performance du portefeuille

Performance du portefeuille %

Performances par rapport au S&P 500 (%)

Entreprise dans DDD Partners, LLC

Date Symbol Nom Poids Capitalisation Nombre d'action 1er ajout Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 37.63% 592.346 M $ 1143636 2017/12/31 3.737 M $ 4.13 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 4.10% 64.537 M $ 128370 2017/12/31 2.358 M $ 3.49 %
2025/09/30 AAPL APPLE INC 2.60% 40.875 M $ 160529 2017/12/31 7.783 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 2.49% 39.249 M $ 178754 2017/12/31 31.330 K $ 0.08 %
2025/09/30 ELAN ELANCO ANIMAL HEALTH INC 2.24% 35.313 M $ 1753369 2024/12/31 9.636 M $ 41.04 %
2025/09/30 AVGO BROADCOM INC 1.82% 28.581 M $ 86633 2021/12/31 5.898 M $ 19.68 %
2025/09/30 GOOG ALPHABET INC 1.71% 26.970 M $ 110738 2019/09/30 7.147 M $ 37.30 %
2025/09/30 META META PLATFORMS INC 1.55% 24.334 M $ 33136 2019/06/30 -12.639 K $ -0.50 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.53% 24.035 M $ 25966 2017/12/31 -1.662 M $ -6.50 %
2025/09/30 NWPX NWPX INFRASTRUCTURE INC 1.50% 23.640 M $ 446637 2017/12/31 5.331 M $ 29.07 %
2025/09/30 NVDA NVIDIA CORPORATION 1.41% 22.261 M $ 119313 2024/03/31 3.270 M $ 18.10 %
2025/09/30 DINO HF SINCLAIR CORP 1.38% 21.781 M $ 416149 2024/06/30 4.561 M $ 27.41 %
2025/09/30 BAC BANK AMERICA CORP 1.33% 20.861 M $ 404353 2023/12/31 25.043 K $ 9.02 %
2025/09/30 ORI OLD REP INTL CORP 1.32% 20.749 M $ 488558 2020/09/30 2.224 M $ 10.48 %
2025/09/30 CB CHUBB LIMITED 1.31% 20.598 M $ 72979 2017/12/31 -528.495 K $ -2.58 %
2025/09/30 ABBV ABBVIE INC 1.30% 20.469 M $ 88406 2022/12/31 4.899 M $ 24.74 %
2025/09/30 WEC WEC ENERGY GROUP INC 1.25% 19.713 M $ 172033 2025/09/30 0.000 $ 0.00 %
2025/09/30 QCOM QUALCOMM INC 1.25% 19.664 M $ 118202 2022/09/30 1.097 M $ 4.46 %
2025/09/30 CVX CHEVRON CORP NEW 1.23% 19.410 M $ 124991 2021/12/31 1.867 M $ 8.45 %
2025/09/30 CMI CUMMINS INC 1.23% 19.381 M $ 45887 2022/06/30 6.798 M $ 28.97 %
2025/09/30 PLD PROLOGIS INC. 1.22% 19.247 M $ 168071 2025/09/30 0.000 $ 0.00 %
2025/09/30 PEP PEPSICO INC 1.22% 19.178 M $ 136557 2025/09/30 0.000 $ 0.00 %
2025/09/30 KMI KINDER MORGAN INC DEL 1.22% 19.141 M $ 676125 2025/09/30 0.000 $ 0.00 %
2025/09/30 GPC GENUINE PARTS CO 1.20% 18.926 M $ 136549 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC 1.19% 18.689 M $ 46123 2025/03/31 1.894 M $ 10.51 %
2025/09/30 CSCO CISCO SYS INC 1.18% 18.525 M $ 270751 2020/12/31 -346.219 K $ -1.38 %
2025/09/30 DHR DANAHER CORPORATION 1.16% 18.293 M $ 92270 2021/12/31 848.000 $ 0.36 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 1.16% 18.286 M $ 416063 2025/09/30 0.000 $ 0.00 %
2025/09/30 CME CME GROUP INC 1.12% 17.679 M $ 65430 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABT ABBOTT LABS 1.10% 17.358 M $ 129596 2025/06/30 -260.557 K $ -1.52 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.09% 17.128 M $ 174824 2024/09/30 237.520 K $ 5.01 %
2025/09/30 NOW SERVICENOW INC 0.97% 15.245 M $ 16566 2024/09/30 -1.094 M $ -10.49 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.95% 14.982 M $ 43388 2025/06/30 759.424 K $ 10.68 %
2025/09/30 LYB LYONDELLBASELL INDUSTRIES N 0.91% 14.356 M $ 292750 2024/09/30 -3.212 M $ -15.24 %
2025/09/30 HUBB HUBBELL INC 0.91% 14.334 M $ 33310 2025/06/30 708.968 K $ 5.36 %
2025/09/30 RTX RTX CORPORATION 0.91% 14.281 M $ 85349 2023/12/31 1.749 M $ 14.59 %
2025/09/30 HII HUNTINGTON INGALLS INDS INC 0.83% 13.041 M $ 45295 2025/03/31 2.057 M $ 19.24 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.78% 12.292 M $ 60369 2025/09/30 0.000 $ 0.00 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 0.76% 12.011 M $ 21361 2025/06/30 763.885 K $ 7.10 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.75% 11.737 M $ 24199 2025/06/30 1.892 M $ 19.62 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.74% 11.572 M $ 32944 2025/09/30 0.000 $ 0.00 %
2025/09/30 RELL RICHARDSON ELECTRS LTD 0.71% 11.165 M $ 1140424 2023/06/30 159.684 K $ 1.45 %
2025/09/30 TXN TEXAS INSTRS INC 0.69% 10.865 M $ 59137 2025/06/30 -1.377 M $ -11.51 %
2025/09/30 VGSH VANGUARD SCOTTSDALE FDS 0.53% 8.355 M $ 141971 2022/06/30 9.393 K $ 0.12 %
2025/09/30 VCSH VANGUARD SCOTTSDALE FDS 0.41% 6.528 M $ 81674 2023/12/31 33.128 K $ 0.54 %
2025/09/30 VSDA VICTORY PORTFOLIOS II 0.36% 5.618 M $ 105068 2023/06/30 168.242 K $ 3.22 %
2025/09/30 SYM SYMBOTIC INC 0.35% 5.585 M $ 103611 2024/09/30 1.732 M $ 38.74 %
2025/09/30 IEF ISHARES TR 0.28% 4.400 M $ 45613 2024/03/31 29.716 K $ 0.72 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.25% 3.989 M $ 137019 2018/09/30 189.842 K $ 5.20 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.24% 3.703 M $ 5559 2019/06/30 365.278 K $ 7.82 %
2025/09/30 RACE FERRARI N V 0.22% 3.427 M $ 7062 2020/03/31 -35.736 K $ -1.12 %
2025/09/30 OXY OCCIDENTAL PETE CORP 0.21% 3.297 M $ 69779 2024/09/30 286.318 K $ 12.47 %
2025/09/30 TSLA TESLA INC 0.19% 2.977 M $ 6694 2021/12/31 689.300 K $ 40.00 %
2025/09/30 EXPD EXPEDITORS INTL WASH INC 0.19% 2.945 M $ 24023 2017/12/31 200.351 K $ 7.30 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.17% 2.608 M $ 9252 2022/09/30 254.807 K $ 11.31 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.16% 2.577 M $ 39647 2024/03/31 42.849 K $ 6.19 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.16% 2.482 M $ 20967 2024/06/30 192.942 K $ 9.07 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.16% 2.462 M $ 5504 2025/03/31 -62.516 K $ -17.70 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.16% 2.452 M $ 36567 2025/09/30 0.000 $ 0.00 %
2025/09/30 VFLO VICTORY PORTFOLIOS II 0.15% 2.364 M $ 63038 2024/06/30 130.889 K $ 6.08 %
2025/09/30 ADBE ADOBE INC 0.14% 2.281 M $ 6466 2025/06/30 -173.789 K $ -8.82 %
2025/09/30 SII SPROTT INC 0.12% 1.959 M $ 23547 2025/09/30 0.000 $ 0.00 %
2025/09/30 MOH MOLINA HEALTHCARE INC 0.11% 1.743 M $ 9107 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVV ISHARES TR 0.11% 1.717 M $ 2565 2020/06/30 124.145 K $ 7.80 %
2025/09/30 RGLD ROYAL GOLD INC 0.11% 1.716 M $ 8556 2025/09/30 0.000 $ 0.00 %
2025/09/30 SNOW SNOWFLAKE INC 0.11% 1.681 M $ 7451 2021/03/31 12.942 K $ 0.80 %
2025/09/30 SOC SABLE OFFSHORE CORP 0.10% 1.529 M $ 87576 2025/06/30 -164.573 K $ -20.56 %
2025/09/30 RYAM RAYONIER ADVANCED MATLS INC 0.09% 1.444 M $ 200000 2019/06/30 673.999 K $ 87.53 %
2025/09/30 FNDF SCHWAB STRATEGIC TR 0.08% 1.336 M $ 31106 2020/06/30 88.688 K $ 7.35 %
2025/09/30 FNDA SCHWAB STRATEGIC TR 0.08% 1.305 M $ 41882 2020/06/30 101.137 K $ 8.76 %
2025/09/30 V VISA INC 0.08% 1.236 M $ 3620 2021/12/31 -49.786 K $ -3.85 %
2025/09/30 GOOGL ALPHABET INC 0.08% 1.197 M $ 4924 2021/12/31 254.239 K $ 37.95 %
2025/09/30 CNR CORE NATURAL RESOURCES INC 0.08% 1.190 M $ 14257 2025/06/30 151.318 K $ 19.70 %
2025/09/30 ALGN ALIGN TECHNOLOGY INC 0.07% 1.156 M $ 9228 2025/09/30 0.000 $ 0.00 %
2025/09/30 BCC BOISE CASCADE CO DEL 0.07% 1.116 M $ 14432 2025/09/30 0.000 $ 0.00 %
2025/09/30 RBOT VICARIOUS SURGICAL INC 0.07% 1.032 M $ 187265 2024/06/30 -412.222 K $ -26.53 %
2025/09/30 ARKG ARK ETF TR 0.06% 995.249 K $ 35839 2022/06/30 123.605 K $ 14.05 %
2025/09/30 XOM EXXON MOBIL CORP 0.06% 936.407 K $ 8305 2021/03/31 40.416 K $ 4.59 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.05% 825.310 K $ 1683 2023/06/30 -20.292 K $ -3.72 %
2025/09/30 ETHA ISHARES ETHEREUM TR 0.05% 821.749 K $ 26079 2025/03/31 327.209 K $ 65.23 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.05% 788.260 K $ 2499 2024/03/31 37.667 K $ 8.80 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.05% 768.326 K $ 28144 2020/09/30 956.804 K $ 3.02 %
2025/09/30 BA BOEING CO 0.05% 738.187 K $ 3420 2021/12/31 21.546 K $ 3.01 %
2025/09/30 QQQ INVESCO QQQ TR 0.04% 676.104 K $ 1126 2022/03/31 54.431 K $ 8.83 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.04% 656.894 K $ 3601 2025/09/30 0.000 $ 0.00 %
2025/09/30 VTI VANGUARD INDEX FDS 0.04% 630.463 K $ 1921 2024/09/30 45.643 K $ 7.98 %
2025/09/30 MCO MOODYS CORP 0.04% 618.948 K $ 1299 2021/12/31 -32.617 K $ -5.01 %
2025/09/30 ETN EATON CORP PLC 0.04% 617.513 K $ 1650 2020/06/30 28.478 K $ 4.83 %
2025/09/30 VTV VANGUARD INDEX FDS 0.04% 605.160 K $ 3245 2023/06/30 33.462 K $ 5.52 %
2025/09/30 IJH ISHARES TR 0.04% 573.623 K $ 8790 2021/12/31 23.159 K $ 5.22 %
2025/09/30 GWW GRAINGER W W INC 0.04% 558.435 K $ 586 2021/12/31 -51.146 K $ -8.39 %
2025/09/30 IJR ISHARES TR 0.03% 535.686 K $ 4508 2021/12/31 28.228 K $ 8.73 %
2025/09/30 CPRT COPART INC 0.03% 483.113 K $ 10743 2021/12/31 -44.046 K $ -8.36 %
2025/09/30 VUG VANGUARD INDEX FDS 0.03% 480.090 K $ 1001 2023/06/30 42.817 K $ 9.40 %
2025/09/30 SBUX STARBUCKS CORP 0.03% 472.677 K $ 5587 2017/12/31 -39.564 K $ -7.67 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.03% 470.135 K $ 17849 2020/06/30 34.847 K $ 7.77 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.03% 437.059 K $ 18774 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.03% 433.654 K $ 3116 2021/12/31 13.648 K $ 3.25 %
2025/09/30 IAU ISHARES GOLD TR 0.03% 419.519 K $ 5765 2025/06/30 39.901 K $ 16.69 %
2025/09/30 IWY ISHARES TR 0.02% 385.847 K $ 1410 2024/09/30 38.267 K $ 11.01 %