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 | |
|---|---|---|---|---|---|---|---|
151
Vanguard Morningstar Small-Cap ETF
VB
$76.8B
| $239K | 0.01% |
841
+10
| +1% | +$2.98K |
2025 Q3
4 quarters
|
|
152
Riot Platforms
RIOT
$5.54B
| $238K | 0.01% |
11,794
-4,481
| -28% | -$94.3K |
2026 Q2
1 quarter
|
|
153
US Gold Corp
USAU
$186M
| $231K | 0.01% |
+15,571
| New | +$235K |
2026 Q3
0 quarters
|
|
154
Newmont
NEM
$124B
| $224K | 0.01% |
+1,946
| New | +$218K |
2026 Q3
0 quarters
|
|
155
Walmart Inc
WMT
$1.01T
| $219K | 0.01% |
2,106
+313
| +17% | +$34.4K |
2026 Q1
2 quarters
|
|
156
Vanguard ESG US Stock ETF
ESGV
$12.8B
| $218K | 0.01% |
1,610
-80
| -5% | -$10.8K |
2026 Q2
1 quarter
|
|
157
Palo Alto Networks
PANW
$258B
| $217K | 0.01% |
+547
| New | +$195K |
2026 Q3
0 quarters
|
|
158
Enbridge
ENB
$107B
| $211K | 0.01% |
4,546
| – | – |
2025 Q2
5 quarters
|
|
159
Vanguard Information Technology ETF
VGT
$132B
| $206K | 0.01% |
+1,641
| New | +$195K |
2026 Q3
0 quarters
|
|
160
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$47.7B
| $201K | 0.01% |
4,524
| – | – |
2026 Q2
1 quarter
|
|
161
Diana Shipping
DSX
$289M
| $86.2K | ﹤0.01% |
31,338
| – | – |
2022 Q3
16 quarters
|
|
162
ClearSign Technologies
CLIR
$16.5M
| $42.6K | ﹤0.01% |
12,000
| – | – |
2022 Q3
16 quarters
|
|
163
JELD-WEN Holding
JELD
$94.6M
| $23.6K | ﹤0.01% |
12,850
| – | – |
2026 Q2
1 quarter
|
|
164
AGNC Investment
AGNC
$11.2B
| – | – |
-26,183
| Closed | -$285K | – |
|
165
AST SpaceMobile
ASTS
$9.05B
| – | – |
-4,426
| Closed | -$393K | – |
|
166
Baker Hughes
BKR
$45.9B
| – | – |
-52,744
| Closed | -$2.93M | – |
|
167
First Trust North American Energy Infrastructure Fund
EMLP
$4.12B
| – | – |
-4,826
| Closed | -$210K | – |
|
168
GE Aerospace
GE
$327B
| – | – |
-642
| Closed | -$240K | – |
|
|
169
Hubbell
HUBB
$22.1B
| – | – |
-38,740
| Closed | -$20.3M | – |
|
170
IBM
IBM
$234B
| – | – |
-735
| Closed | -$207K | – |
|
171
MP Materials
MP
$6.01B
| – | – |
-3,963
| Closed | -$222K | – |
|
172
Occidental Petroleum
OXY
$56.3B
| – | – |
-55,185
| Closed | -$2.68M | – |
|
173
Schwab International Equity ETF
SCHF
$66.2B
| – | – |
-18,774
| Closed | -$520K | – |
|
174
SharkNinja
SN
$30.6B
| – | – |
-1,469
| Closed | -$224K | – |
|
175
Sphere Entertainment
SPHR
$3.91B
| – | – |
-1,888
| Closed | -$327K | – |
|
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.