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 | |
|---|---|---|---|---|---|---|---|
101
Palantir
PLTR
$372B
| $964K | 0.06% |
5,155
-538
| -9% | -$85.7K |
2025 Q3
4 quarters
|
|
102
AbbVie
ABBV
$509B
| $933K | 0.05% |
3,566
-822
| -19% | -$211K |
2022 Q4
15 quarters
|
|
103
Vanguard Morningstar Total Stock Market ETF
VTI
$664B
| $874K | 0.05% |
2,336
+26
| +1% | +$9.7K |
2024 Q3
8 quarters
|
|
104
ARK Genomic Revolution ETF
ARKG
$1.93B
| $831K | 0.05% |
15,334
-849
| -5% | -$38.2K |
2022 Q2
17 quarters
|
|
105
iShares Ethereum Trust ETF
ETHA
$7.09B
| $807K | 0.05% |
13,374
+1,786
| +15% | +$87.6K |
2025 Q1
6 quarters
|
|
106
CrowdStrike
CRWD
$222B
| $787K | 0.05% |
2,971
+43
| +1% | +$9.13K |
2023 Q2
13 quarters
|
|
107
SpaceX
SPCX
$1.68T
| $780K | 0.04% |
5,172
+2,878
| +125% | +$398K |
2026 Q2
1 quarter
|
|
108
Starbucks
SBUX
$121B
| $767K | 0.04% |
8,158
+2,141
| +36% | +$221K |
2017 Q4
35 quarters
|
|
109
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
| $764K | 0.04% |
6,884
-575
| -8% | -$64K |
2024 Q2
9 quarters
|
|
110
Snowflake
SNOW
$95.1B
| $740K | 0.04% |
2,179
-166
| -7% | -$51.3K |
2022 Q2
17 quarters
|
|
111
W.W. Grainger
GWW
$68.4B
| $737K | 0.04% |
592
| – | – |
2021 Q4
19 quarters
|
|
112
Eaton
ETN
$127B
| $727K | 0.04% |
1,691
+2
| +0.1% | +$835 |
2020 Q2
25 quarters
|
|
113
Vanguard Morningstar Value ETF
VTV
$191B
| $707K | 0.04% |
3,274
| – | – |
2023 Q2
13 quarters
|
|
114
Moody's
MCO
$88.9B
| $589K | 0.03% |
1,296
+1
| +0.1% | +$485 |
2021 Q4
19 quarters
|
|
115
Deere & Co
DE
$179B
| $585K | 0.03% |
871
+12
| +1% | +$7.63K |
2021 Q4
19 quarters
|
|
116
Procter & Gamble
PG
$387B
| $568K | 0.03% |
3,907
+14
| +0.4% | +$2.05K |
2026 Q1
2 quarters
|
|
117
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
| $565K | 0.03% |
10,517
-559
| -5% | -$30.4K |
2020 Q2
25 quarters
|
|
118
Vanguard Morningstar Growth ETF
VUG
$211B
| $549K | 0.03% |
6,090
| – | – |
2023 Q2
13 quarters
|
|
119
Schwab Fundamental US Small Company Index ETF
FNDA
$8.79B
| $527K | 0.03% |
15,044
+132
| +0.9% | +$4.9K |
2020 Q2
25 quarters
|
|
120
RTX Corp
RTX
$259B
| $521K | 0.03% |
2,808
-270
| -9% | -$55.3K |
2023 Q4
11 quarters
|
|
121
Schwab US Large- Cap ETF
SCHX
$71B
| $521K | 0.03% |
17,364
| – | – |
2020 Q2
25 quarters
|
|
122
State Street SPDR S&P Dividend ETF
SDY
$24.2B
| $518K | 0.03% |
3,533
-383
| -10% | -$59.3K |
2026 Q1
2 quarters
|
|
123
iShares Core S&P Mid-Cap ETF
IJH
$120B
| $515K | 0.03% |
7,157
-1,508
| -17% | -$114K |
2021 Q4
19 quarters
|
|
124
iShares Russell 1000 Value ETF
IWD
$83B
| $514K | 0.03% |
2,072
| – | – |
2026 Q2
1 quarter
|
|
125
Veralto
VLTO
$28.3B
| $485K | 0.03% |
+5,141
| New | +$491K |
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.