Portfolio (Quarterly)
Guide ↗
DDD Partners, LLC
· CIK 0001729673| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | DFAC | DIMENSIONAL ETF TRUST | — | 4,524.0 | $201K | 0.01% | NEW | — | $44.36 | +2.8% |
| 162 | DSX | DIANA SHIPPING INC | Industrials | 31,338.0 | $66K | 0.00% | NEW | — | $2.10 | +29.0% |
| 163 | CLIR | CLEARSIGN TECHNOLOGIES CORP | Industrials | 12,000.0 | $44K | 0.00% | NEW | — | $3.67 | +22.0% |
| 164 | JELD | JELD-WEN HLDG INC | Industrials | 12,850.0 | $19K | 0.00% | NEW | — | $1.50 | +53.3% |
| 165 | — | CLOUDASTRUCTURE INC | — | 11,834.0 | $4K | — | NEW | — | $0.34 | — |
① 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%