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Portfolio (Quarterly) Guide ↗

DDD Partners, LLC

· CIK 0001729673
13F Portfolio $1.6B AUM 166 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 165 New
Page 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PWR QUANTA SVCS INC Industrials 624.0 $449K 0.03% NEW $720.07 -11.2%
122 XLV SELECT SECTOR SPDR TR 2,816.0 $447K 0.03% NEW $158.66 +10.1%
123 RIOT RIOT PLATFORMS INC Financial Services 16,275.0 $446K 0.03% NEW $27.38 -27.6%
124 IAU ISHARES GOLD TR Financial Services 5,818.0 $439K 0.03% NEW $75.51 +14.9%
125 ETHA ISHARES ETHEREUM TR Financial Services 34,763.0 $413K 0.03% NEW $11.89 +53.4%
126 IWY ISHARES TR 1,410.0 $410K 0.03% NEW $290.62 -1.7%
127 HOOD ROBINHOOD MKTS INC Financial Services 4,004.0 $402K 0.03% NEW $100.28 +7.8%
128 VOO VANGUARD INDEX FDS 577.0 $396K 0.03% NEW $686.79 +2.5%
129 ENPH ENPHASE ENERGY INC Energy 7,988.0 $393K 0.03% NEW $49.24 -21.6%
130 ASTS AST SPACEMOBILE INC Technology 4,426.0 $393K 0.03% NEW $88.86 -22.7%
131 SPACE EXPLORATION TECHN CORP 2,294.0 $392K 0.02% NEW $170.86
132 QQQ INVESCO QQQ TR Financial Services 530.0 $390K 0.02% NEW $736.69 -3.2%
133 CEG CONSTELLATION ENERGY CORP Utilities 1,488.0 $370K 0.02% NEW $248.37 +9.9%
134 ABT ABBOTT LABORATORIES Healthcare 3,978.0 $361K 0.02% NEW $90.74 +28.5%
135 SLB SLB LIMITED Energy 7,745.0 $360K 0.02% NEW $46.49 +15.9%
136 LOW LOWES COS INC Consumer Cyclical 1,526.0 $336K 0.02% NEW $220.49 -2.0%
137 IYW ISHARES TR 1,316.0 $332K 0.02% NEW $252.23 -2.0%
138 CIEN CIENA CORP Technology 674.0 $331K 0.02% NEW $490.56 -19.3%
139 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,888.0 $327K 0.02% NEW $173.03 -53.8%
140 CPRT COPART INC Industrials 10,640.0 $300K 0.02% NEW $28.19 +19.9%
Page 7 of 9  ·  165 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 51.3%
Healthcare 10.2%
Industrials 10.1%
Financial Services 5.9%
Consumer Cyclical 5.6%
Energy 4.3%
Consumer Defensive 4.0%
Communication Services 2.8%
Basic Materials 2.7%
Utilities 1.6%