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 | |
|---|---|---|---|---|---|---|---|
|
51
PUT
Microsoft
MSFT
$3.98T
| $5.9M | 0.34% |
11,500
-300
| -3% | -$139K |
2026 Q1
2 quarters
|
|
52
Select Water Solutions
WTTR
$1.99B
| $4.96M | 0.28% |
+250,518
| New | +$4.98M |
2026 Q3
0 quarters
|
|
53
Humana
HUM
$49.4B
| $4.75M | 0.27% |
12,440
+1,902
| +18% | +$739K |
2026 Q2
1 quarter
|
|
54
Expeditors International
EXPD
$24.6B
| $4.67M | 0.27% |
25,299
+8
| +0% | +$1.46K |
2017 Q4
35 quarters
|
|
55
Intuitive Surgical
ISRG
$166B
| $4.46M | 0.25% |
10,962
+3,039
| +38% | +$1.16M |
2025 Q1
6 quarters
|
|
56
Enphase Energy
ENPH
$3.83B
| $4.38M | 0.25% |
132,894
+124,906
| +1,564% | +$4.81M |
2026 Q2
1 quarter
|
|
57
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.21B
| $4.27M | 0.24% |
+167,338
| New | +$4.8M |
2026 Q3
0 quarters
|
|
58
Alphabet (Google) Class A
GOOGL
$3.47T
| $4.11M | 0.23% |
11,938
+4,649
| +64% | +$1.61M |
2021 Q4
19 quarters
|
|
59
Alnylam Pharmaceuticals
ALNY
$21B
| $4.1M | 0.23% |
16,602
+15,908
| +2,292% | +$4.05M |
2026 Q1
2 quarters
|
|
60
Visa
V
$790B
| $3.93M | 0.22% |
10,929
+4,967
| +83% | +$1.82M |
2021 Q4
19 quarters
|
|
61
Veeva Systems
VEEV
$50.2B
| $3.86M | 0.22% |
13,509
-2,466
| -15% | -$579K |
2026 Q1
2 quarters
|
|
62
Pricesmart
PSMT
$5.03B
| $3.76M | 0.22% |
22,260
+3,354
| +18% | +$603K |
2026 Q1
2 quarters
|
|
63
SunPower Inc
SPWR
$78.6M
| $3.75M | 0.21% |
12,208,585
+10,830,721
| +786% | +$4.12M |
2026 Q1
2 quarters
|
|
64
Symbotic
SYM
$4.55B
| $3.7M | 0.21% |
87,920
+12,129
| +16% | +$512K |
2024 Q3
8 quarters
|
|
65
Sprott
SII
$2.89B
| $3.53M | 0.2% |
29,592
+4,583
| +18% | +$545K |
2025 Q3
4 quarters
|
|
66
Mercado Libre
MELI
$77.6B
| $3.46M | 0.2% |
2,003
+276
| +16% | +$512K |
2026 Q2
1 quarter
|
|
67
Advanced Micro Devices
AMD
$660B
| $3.05M | 0.17% |
4,982
+3,678
| +282% | +$1.89M |
2026 Q2
1 quarter
|
|
68
Ferrari
RACE
$74B
| $2.73M | 0.16% |
6,960
-208
| -3% | -$83.3K |
2020 Q1
26 quarters
|
|
69
TSMC
TSM
$1.83T
| $2.7M | 0.15% |
5,921
+4,092
| +224% | +$1.73M |
2025 Q4
3 quarters
|
|
70
Eli Lilly
LLY
$1.22T
| $2.64M | 0.15% |
2,278
+1,597
| +235% | +$1.88M |
2026 Q2
1 quarter
|
|
71
iShares Bitcoin Trust
IBIT
$61.9B
| $2.59M | 0.15% |
54,612
+4,359
| +9% | +$176K |
2024 Q1
10 quarters
|
|
72
McKesson
MCK
$125B
| $2.4M | 0.14% |
2,809
+2,143
| +322% | +$1.84M |
2026 Q2
1 quarter
|
|
73
Mastercard
MA
$571B
| $2.39M | 0.14% |
4,332
+3,319
| +328% | +$1.87M |
2026 Q2
1 quarter
|
|
74
Arthur J. Gallagher & Co
AJG
$73.9B
| $2.36M | 0.14% |
10,357
+7,899
| +321% | +$1.98M |
2026 Q2
1 quarter
|
|
75
Lam Research
LRCX
$232B
| $2.32M | 0.13% |
7,050
+5,401
| +328% | +$1.69M |
2026 Q2
1 quarter
|
|
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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.