DDD Partners Portfolio holdings
DDD Partners, which does business as Tschetter Group, is an asset management and investment consulting firm set up in December 2017 and owned by Richard Tschetter, David Tschetter and Dustin Brumbaugh. It builds client portfolios from individual stocks, bonds, ETFs, including ones focused on cryptocurrency, and mutual funds, alongside financial planning. A particular focus is clients whose wealth is concentrated in one company or asset, such as long-time employees, business and property owners and heirs holding inherited stock, for whom it designs strategies to reduce that risk. Its clients include individuals, high net worth individuals, trusts, estates and charities.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Verisk Analytics
VRSK
|
+$21.5M |
| 2 |
Kimberly-Clark
KMB
|
+$21.4M |
| 3 |
Ciena
CIEN
|
+$14.9M |
| 4 |
Element Solutions
ESI
|
+$12.8M |
| 5 |
ServiceNow
NOW
|
+$12.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$90.6M |
| 2 |
Bank of America
BAC
|
+$24.4M |
| 3 |
Watsco Inc
WSO
|
+$21M |
| 4 |
Hubbell
HUBB
|
+$20.3M |
| 5 |
Amrize Ltd
AMRZ
|
+$18.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 46.75% |
| 2 | Healthcare | 9.52% |
| 3 | Financials | 8.38% |
| 4 | Materials | 5.24% |
| 5 | Miscellaneous | 5.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Elevance Health
ELV
$94.2B
| $21.2M | 1.21% |
54,461
+1,316
| +2% | +$525K |
2026 Q2
1 quarter
|
|
27
Chubb
CB
$143B
| $20.6M | 1.18% |
63,344
+135
| +0.2% | +$46.6K |
2017 Q4
35 quarters
|
|
28
WEC Energy
WEC
$38.9B
| $20.6M | 1.18% |
204,340
+30,889
| +18% | +$3.36M |
2025 Q3
4 quarters
|
|
29
Cisco
CSCO
$377B
| $20.5M | 1.17% |
190,232
-24,436
| -11% | -$2.75M |
2020 Q4
23 quarters
|
|
30
Brookfield Asset Management
BAM
$86.4B
| $19.6M | 1.12% |
440,384
+5,209
| +1% | +$254K |
2026 Q2
1 quarter
|
|
31
Prologis
PLD
$122B
| $19.6M | 1.12% |
151,152
+2,218
| +1% | +$311K |
2025 Q3
4 quarters
|
|
32
ON Semiconductor
ON
$24.5B
| $19.6M | 1.12% |
254,359
+46,202
| +22% | +$3.71M |
2026 Q1
2 quarters
|
|
|
33
Kimberly-Clark
KMB
$66.8B
| $19.5M | 1.11% |
+200,086
| New | +$21.4M |
2026 Q3
0 quarters
|
|
|
34
Verisk Analytics
VRSK
$25.8B
| $19.3M | 1.1% |
+115,071
| New | +$21.5M |
2026 Q3
0 quarters
|
|
35
Old Republic International
ORI
$9.6B
| $19.1M | 1.09% |
512,434
+9,277
| +2% | +$385K |
2020 Q3
24 quarters
|
|
36
Micron Technology
MU
$743B
| $19M | 1.08% |
17,802
-1,880
| -10% | -$1.79M |
2026 Q2
1 quarter
|
|
37
Elanco Animal Health
ELAN
$11.8B
| $18.7M | 1.07% |
835,246
+220,155
| +36% | +$5.32M |
2024 Q4
7 quarters
|
|
38
Cummins
CMI
$61.8B
| $18.2M | 1.04% |
35,255
-3,202
| -8% | -$1.93M |
2022 Q2
17 quarters
|
|
39
Eastman Chemical
EMN
$7.73B
| $17.8M | 1.01% |
273,773
+3,896
| +1% | +$272K |
2025 Q4
3 quarters
|
|
40
Kinder Morgan
KMI
$67.3B
| $17.6M | 1.01% |
584,496
+10,484
| +2% | +$332K |
2025 Q3
4 quarters
|
|
41
Richardson Electronics
RELL
$291M
| $17M | 0.97% |
959,966
-150,636
| -14% | -$2.69M |
2023 Q2
13 quarters
|
|
42
UnitedHealth
UNH
$355B
| $16.6M | 0.95% |
45,194
+676
| +2% | +$272K |
2025 Q2
5 quarters
|
|
43
HF Sinclair
DINO
$17.9B
| $15.3M | 0.87% |
142,544
-72,689
| -34% | -$6.88M |
2024 Q2
9 quarters
|
|
44
Vanguard Short-Term Treasury ETF
VGSH
$35.3B
| $13.9M | 0.8% |
242,076
+13,675
| +6% | +$792K |
2022 Q2
17 quarters
|
|
|
45
Ciena
CIEN
$32.7B
| $13.8M | 0.79% |
39,242
+38,568
| +5,722% | +$14.9M |
2026 Q1
2 quarters
|
|
|
46
ServiceNow
NOW
$106B
| $13.3M | 0.76% |
+98,925
| New | +$12.2M |
2026 Q3
0 quarters
|
|
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
| $10.3M | 0.59% |
133,726
+7,723
| +6% | +$605K |
2023 Q4
11 quarters
|
|
48
iShares 7-10 Year Treasury Bond ETF
IEF
$43.5B
| $6.64M | 0.38% |
74,390
+3,282
| +5% | +$304K |
2024 Q1
10 quarters
|
|
49
Hewlett Packard
HPE
$58.6B
| $6.2M | 0.35% |
97,078
+13,764
| +17% | +$729K |
2026 Q2
1 quarter
|
|
50
Progressive
PGR
$136B
| $5.92M | 0.34% |
+28,570
| New | +$6.17M |
2026 Q3
0 quarters
|
|
Similar funds
DDD Partners's Q3 2026 Portfolio in Review
As of Q3 2026, DDD Partners held 182 positions worth $1.75B, up 9.1% from $1.6B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
DDD Partners's Q3 2026 filing shows 17 new, 88 increased, 39 reduced and 19 closed positions. Its largest new stake was Verisk Analytics: 115,071 shares worth $19.3M. The largest sale was Microsoft, an estimated $90.6M.
By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 44% a quarter earlier, followed by Healthcare and Financials.
- DDD Partners's largest Q3 2026 buy was Verisk Analytics: 115,071 shares worth $19.3M.
- DDD Partners added most to Ciena in Q3 2026, an estimated $14.9M increase.
- DDD Partners's biggest Q3 2026 reduction was Microsoft, cutting an estimated $90.6M.
- DDD Partners fully exited Watsco Inc in Q3 2026, selling an estimated $21M.
- DDD Partners's ten largest holdings make up 47% of its $1.75B portfolio in Q3 2026.
- DDD Partners opened 17 new positions and closed 19 in Q3 2026.
- DDD Partners's portfolio value rose 9.1% quarter-over-quarter to $1.75B.
Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.