DDD Partners, LLC

BELLEVUE, WA · CIK 1729673 · 13F filing filed 2026-08-05

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$2.4bn
Staff24 · 15 in investment roles
Main clients (by assets)High net worth individuals 73%, State and local governments 13%, Individuals 7%
Private funds1 · $81.5m gross assets
Websitetschettergroup.com
Form ADV · 2026-07-10SEC adviser record

$1.6bn reported value +10.9% vs Q1 2026

164positions

47.2%in top 10

40 new 49 added 58 reduced 10 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($4.4m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	1,136,862	$424.1m26.52%	26.52%	Reduced -15.9k	-15,875 -1.4%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	112,658	$56.4m3.52%	3.52%	Reduced -1.4k	-1,352 -1.2%
3	APPLE INC COM AAPL	AAPL	166,144	$48.1m3.01%	3.01%	Added +965	+965 0.6%
4	AMAZON COM INC COM AMZN	AMZN	185,222	$44.1m2.76%	2.76%	Added +4.8k	+4,797 2.7%
5	NWPX INFRASTRUCTURE INC COM NWPX	NWPX	249,520	$37.4m2.34%	2.34%	Reduced -175.2k	-175,160 -41.2%
6	COSTCO WHSL CORP NEW COM COST	COST	33,927	$31.7m1.98%	1.98%	Added +8.1k	+8,106 31.4%
7	BROADCOM INC COM AVGO	AVGO	80,758	$30.5m1.91%	1.91%	Added +1.0k	+1,032 1.3%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	82,077	$29.0m1.81%	1.81%	Added +945	+945 1.2%
9	CUMMINS INC COM CMI	CMI	38,457	$27.4m1.71%	1.71%	Reduced -48	-48 -0.1%
10	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	297,704	$26.2m1.64%	1.64%	Added +168.1k	+168,144 129.8%
11	CISCO SYS INC COM CSCO	CSCO	214,668	$25.2m1.58%	1.58%	Reduced -58.9k	-58,936 -21.5%
12	DANAHER CORPORATION COM DHR	DHR	131,956	$25.1m1.57%	1.57%	Added +24.5k	+24,462 22.8%
13	MERCK & CO INC COM MRK	MRK	190,549	$24.5m1.53%	1.53%	New
14	NVIDIA CORPORATION COM NVDA	NVDA	118,084	$23.6m1.48%	1.48%	Reduced -5.5k	-5,499 -4.5%
15	BANK AMERICA CORP COM BAC	BAC	407,855	$23.2m1.45%	1.45%	Added +15	+15 0.0%
16	GENUINE PARTS CO COM GPC	GPC	193,933	$22.9m1.43%	1.43%	Reduced -202	-202 -0.1%
17	TEXAS INSTRS INC COM TXN	TXN	76,410	$22.8m1.42%	1.42%	New
18	MICRON TECHNOLOGY INC COM MU	MU	19,682	$22.7m1.42%	1.42%	New
19	JAMES HARDIE INDS PLC ORD SHS JHX	JHX	866,921	$22.7m1.42%	1.42%	New
20	QUALCOMM INC COM QCOM	QCOM	118,071	$21.8m1.36%	1.36%	Reduced -34.5k	-34,497 -22.6%
21	CHUBB LIMITED COM CB	CB	63,209	$21.5m1.35%	1.35%	Reduced -69	-69 -0.1%
22	RICHARDSON ELECTRS LTD COM RELL	RELL	1,110,602	$21.1m1.32%	1.32%	Reduced -22.5k	-22,490 -2.0%
23	WATSCO INC COM WSO	WSO	50,426	$21.0m1.31%	1.31%	Reduced -70	-70 -0.1%
24	OLD REP INTL CORP COM ORI	ORI	503,157	$20.6m1.29%	1.29%	Added +11.0k	+11,025 2.2%
25	ELEVANCE HEALTH INC COM ELV	ELV	53,145	$20.6m1.29%	1.29%	New
26	HUBBELL INC COM HUBB	HUBB	38,740	$20.3m1.27%	1.27%	Added +5.1k	+5,084 15.1%
27	WEC ENERGY GROUP INC COM WEC	WEC	173,451	$20.3m1.27%	1.27%	Reduced -245	-245 -0.1%
28	PROLOGIS INC. COM PLD	PLD	148,934	$20.2m1.26%	1.26%	Reduced -206	-206 -0.1%
29	REGENERON PHARMACEUTICALS COM REGN	REGN	32,303	$20.1m1.26%	1.26%	Added +5.4k	+5,383 20.0%
30	ON SEMICONDUCTOR CORP COM ON	ON	208,157	$19.7m1.23%	1.23%	Reduced -31.8k	-31,838 -13.3%
31	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	435,175	$19.5m1.22%	1.22%	New
32	META PLATFORMS INC CL A META	META	33,197	$18.7m1.17%	1.17%	Added +613	+613 1.9%
33	PEPSICO INC COM PEP	PEP	137,578	$18.6m1.16%	1.16%	Reduced -152	-152 -0.1%
34	AMRIZE LTD SHS AMRZ	AMRZ	349,483	$18.6m1.16%	1.16%	Added +24.7k	+24,680 7.6%
35	UNITEDHEALTH GROUP INC COM UNH	UNH	44,518	$18.5m1.16%	1.16%	Added +641	+641 1.5%
36	KINDER MORGAN INC DEL COM KMI	KMI	574,012	$18.4m1.15%	1.15%	Reduced -433	-433 -0.1%
37	AMPHENOL CORP CL A APH	APH	102,982	$18.2m1.14%	1.14%	New
38	EASTMAN CHEM CO COM EMN	EMN	269,877	$18.1m1.13%	1.13%	Added +18.0k	+18,018 7.2%
39	BOEING CO COM BA	BA	82,623	$17.9m1.12%	1.12%	Added +1.9k	+1,861 2.3%
40	ELEMENT SOLUTIONS INC COM ESI	ESI	362,553	$17.3m1.08%	1.08%	Reduced -1.9k	-1,887 -0.5%
41	CHEVRON CORP NEW COM CVX	CVX	103,943	$17.2m1.08%	1.08%	Reduced -92	-92 -0.1%
42	F5 INC COM FFIV	FFIV	40,697	$16.9m1.06%	1.06%	New
43	DISNEY WALT CO COM DIS	DIS	171,896	$16.5m1.03%	1.03%	Added +37.3k	+37,256 27.7%
44	ELANCO ANIMAL HEALTH INC COM ELAN	ELAN	615,091	$15.1m0.95%	0.95%	Reduced -3.0k	-2,993 -0.5%
45	HF SINCLAIR CORP COM DINO	DINO	215,233	$15.0m0.94%	0.94%	Reduced -1.0k	-1,012 -0.5%
46	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	228,401	$13.3m0.83%	0.83%	Added +36.9k	+36,935 19.3%
47	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	126,003	$10.0m0.62%	0.62%	Added +20.4k	+20,392 19.3%
48	ISHARES TR 7-10 YR TRSY BD IEF	IEF	71,108	$6.7m0.42%	0.42%	Added +11.3k	+11,335 19.0%
49	HUMANA INC COM HUM	HUM	10,538	$4.2m0.26%	0.26%	New
50	EXPEDITORS INTL WASH INC COM EXPD	EXPD	25,291	$4.1m0.26%	0.26%	Reduced -1	-1 0.0%
51	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	83,314	$3.8m0.23%	0.23%	New
52	UNIFIRST CORP MASS COM UNF	UNF	14,036	$3.7m0.23%	0.23%	Added +34	+34 0.2%
53	PRICESMART INC COM PSMT	PSMT	18,906	$3.7m0.23%	0.23%	Added +48	+48 0.2%
54	SYMBOTIC INC CLASS A COM SYM	SYM	75,791	$3.4m0.21%	0.21%	Added +31.4k	+31,415 70.8%
55	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	7,923	$3.2m0.20%	0.20%	Added +1.1k	+1,059 15.4%
56	MERCADOLIBRE INC COM MELI	MELI	1,727	$2.9m0.18%	0.18%	New
57	BAKER HUGHES COMPANY CL A BKR	BKR	52,744	$2.9m0.18%	0.18%	Reduced -20.8k	-20,800 -28.3%
58	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,863	$2.9m0.18%	0.18%	Reduced -2.5k	-2,459 -38.9%
59	VEEVA SYS INC CL A COM VEEV	VEEV	15,975	$2.8m0.18%	0.18%	Added +42	+42 0.3%
60	SPROTT INC COM NEW SII	SII	25,009	$2.8m0.18%	0.18%	Added +67	+67 0.3%
61	OCCIDENTAL PETE CORP COM OXY	OXY	55,185	$2.7m0.17%	0.17%	Added +188	+188 0.3%
62	FERRARI N V COM RACE	RACE	7,168	$2.7m0.17%	0.17%	Reduced -196	-196 -2.7%
63	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,289	$2.6m0.16%	0.16%	Added +1.3k	+1,327 22.3%
64	TESLA INC COM TSLA	TSLA	5,742	$2.4m0.15%	0.15%	Reduced -310	-310 -5.1%
65	VISA INC COM CL A V	V	5,962	$2.0m0.13%	0.13%	Added +2.1k	+2,064 53.0%
66	ISHARES TR CORE S&P500 ETF IVV	IVV	2,644	$2.0m0.12%	0.12%	Unchanged
67	VICTORY PORTFOLIOS II VICSHS DV AC ETF VSDA	VSDA	32,884	$1.9m0.12%	0.12%	Reduced -78.1k	-78,082 -70.4%
68	GILEAD SCIENCES INC COM GILD	GILD	13,827	$1.7m0.11%	0.11%	New
69	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	48,875	$1.7m0.11%	0.11%	Reduced -94.2k	-94,220 -65.8%
70	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	50,253	$1.7m0.10%	0.10%	Added +3.3k	+3,340 7.1%
71	RAYONIER ADVANCED MATLS INC COM RYAM	RYAM	200,000	$1.6m0.10%	0.10%	Unchanged
72	JPMORGAN CHASE & CO COM JPM	JPM	4,318	$1.4m0.09%	0.09%	Added +43	+43 1.0%
73	ORACLE CORP COM ORCL	ORCL	8,656	$1.3m0.08%	0.08%	Reduced -13	-13 -0.1%
74	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,651	$1.3m0.08%	0.08%	Reduced -12.6k	-12,601 -65.5%
75	EXXON MOBIL CORP COM XOM	XOM	8,381	$1.1m0.07%	0.07%	Added +14	+14 0.2%
76	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	24,294	$1.1m0.07%	0.07%	Reduced -47.0k	-47,025 -65.9%
77	ABBVIE INC COM ABBV	ABBV	4,388	$1.1m0.07%	0.07%	Reduced -87.0k	-87,009 -95.2%
78	HOME DEPOT INC COM HD	HD	2,801	$987.9k0.06%	0.06%	Reduced -51.6k	-51,568 -94.8%
79	SUNPOWER INC COM SPWR	SPWR	1,377,864	$947.0k0.06%	0.06%	Added +1.3m	+1,291,764 1500.3%
80	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,829	$873.5k0.05%	0.05%	Added +1.0k	+1,026 127.8%
81	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,310	$854.8k0.05%	0.05%	Added +34	+34 1.5%
82	ELI LILLY & CO COM LLY	LLY	681	$817.1k0.05%	0.05%	New
83	GRAINGER W W INC COM GWW	GWW	592	$805.4k0.05%	0.05%	Unchanged
84	JOHNSON & JOHNSON COM JNJ	JNJ	3,149	$799.8k0.05%	0.05%	Added +165	+165 5.5%
85	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	7,459	$799.1k0.05%	0.05%	Reduced -14.1k	-14,067 -65.3%
86	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,304	$757.5k0.05%	0.05%	New
87	EATON CORP PLC SHS ETN	ETN	1,689	$719.7k0.05%	0.05%	Added +3	+3 0.2%
88	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,649	$714.6k0.04%	0.04%	New
89	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,274	$713.5k0.04%	0.04%	Added +1	+1 0.0%
90	GE VERNOVA INC COM GEV	GEV	582	$683.8k0.04%	0.04%	New
91	ARK ETF TR GENOMIC REV ETF ARKG	ARKG	16,183	$680.7k0.04%	0.04%	Reduced -689	-689 -4.1%
92	ISHARES TR CORE S&P SCP ETF IJR	IJR	4,563	$676.7k0.04%	0.04%	Unchanged
93	ISHARES TR CORE S&P MCP ETF IJH	IJH	8,665	$668.2k0.04%	0.04%	Added +1	+1 0.0%
94	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,693	$664.2k0.04%	0.04%	Added +1.6k	+1,642 40.5%
95	STARBUCKS CORP COM SBUX	SBUX	6,017	$614.9k0.04%	0.04%	Reduced -18	-18 -0.3%
96	SNOWFLAKE INC CL A SNOW	SNOW	2,345	$596.8k0.04%	0.04%	Reduced -686	-686 -22.6%
97	SPDR SER TR S&P DIVID ETF SDY	SDY	3,916	$595.9k0.04%	0.04%	Reduced -22	-22 -0.6%
98	MOODYS CORP COM MCO	MCO	1,295	$586.5k0.04%	0.04%	Reduced -1	-1 -0.1%
99	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	11,076	$584.4k0.04%	0.04%	Reduced -21.4k	-21,362 -65.8%
100	RTX CORPORATION COM RTX	RTX	3,078	$584.0k0.04%	0.04%	Reduced -41	-41 -1.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CME GROUP INC CME	CME	65,955	$19.5m66.0k shares
TE CONNECTIVITY PLC TEL	TEL	74,424	$15.6m74.4k shares
SERVICENOW INC NOW	NOW	136,412	$14.3m136.4k shares
MERITAGE HOMES CORP MTH	MTH	189,223	$11.7m189.2k shares
HUNTINGTON INGALLS INDS INC HII	HII	26,003	$9.9m26.0k shares
ALIGN TECHNOLOGY INC ALGN	ALGN	26,416	$4.5m26.4k shares
MIRION TECHNOLOGIES INC MIR	MIR	142,790	$2.7m142.8k shares
BOISE CASCADE CO DEL BCC	BCC	28,105	$2.1m28.1k shares
ISHARES TR SGOV	SGOV	4,916	$494.8k4.9k shares
NEWMONT CORP NEM	NEM	1,910	$206.8k1.9k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
MICROSOFT CORP MSFT · Put	MSFT	Put	11,800	$4.4m11.8k shares	Reduced

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
RICHARDSON ELECTRS LTD RELL · 13G · filed 2026-01-06	RELL	9.1%≈ $21.5m	-0.3 pts	13G	2026-01-06