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| Happy Holidays!! thanks for using AUM13F!! |
| DDD Partners LLC
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| CRD # | 301548 |
| SEC # | 801-115160 |
| CIK # | 0001729673 |
| AUM | $2.1 B (2025-03-28) |
| Employees | 21 (71% Investors, 5% Brokers) |
| Phone | 425-998-9960 |
| Address | 2155 112th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001729673 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 90.5 | ||
| Amazon Com Inc | 38.2 | ||
| Apple Inc | 32.3 | ||
| Broadcom Inc | 30.0 | ||
| Costco Wholesale Corp /NEW | 25.6 | ||
| Cisco Systems Inc | 25.0 | ||
| Qualcomm Inc/DE | 24.6 | ||
| Elanco Animal Health Inc | 23.5 | ||
| Cummins Inc | 23.5 | ||
| Chevron Corp | 22.1 | ||
| United Parcel Service Inc | 21.8 | ||
| Old Republic International Corp | 21.2 | ||
| LyondellBasell Industries NV | 21.1 | ||
| Comcast Corp | 20.7 | ||
| Ace Ltd | 20.5 | ||
| Southern Co | 20.2 | ||
| Johnson & Johnson | 19.9 | ||
| AbbVie Inc | 19.8 | ||
| Alphabet Inc | 19.2 | ||
| Northwest PIPE Co | 18.3 | ||
| Nvidia Corp | 18.1 | ||
| Home Depot Inc | 18.0 | ||
| Abbott Laboratories | 17.1 | ||
| HF Sinclair Corp | 16.6 | ||
| Hubbell Inc | 13.2 | ||
| CVS Caremark Corp | 12.8 | ||
| Cabot Oil & Gas Corp | 12.4 | ||
| United Technologies Corp /DE/ | 12.0 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | TG Private Market Opportunities Fund LP | 2024-12-05 | 72.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 287 | 0.1 |
| (b) Individuals (high net worth individuals) | 153 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,330 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,303 | 1.6 |
| Non-Discretionary | 27 | 0.6 |
| Total | 1,330 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,330 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729673] | |
| SC 13G | [0001729673] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| DDD Partners LLC | Richardson Electronics Ltd | [2024-01-31] |
| DDD Partners LLC | Rayonier Advanced Materials Inc | [2021-02-16] |
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