Ddd Partners Portfolio Changes in Q2 2026

Based on the most recent filing data available as of June 30th, 2026, Ddd Partners, Llc's portfolio saw significant changes during Q2. The analysis focuses on holdings that experienced substantial share movements or were newly acquired.

Prominent Purchases This Quarter

Ddd Partners demonstrated notable buying activity in several stocks this quarter:

• They significantly increased their position in SPDR SERIES TRUST (SPLG) by acquiring an additional 168,144 shares. The full details can be found at Insider Set.
• Brookfield Asset Management Ltd (BAM) saw a massive 100% increase in its share count, with Ddd Partners adding 435,175 shares. More information is available at Insider Set.
• Merk & Co Inc (MRK) was also added significantly to the portfolio with a 100% increase in shares. Details can be found at Insider Set.
• HEWLETT PACKARD ENTERPRISE CORP (HPE) experienced a substantial purchase, with Ddd adding 83,314 shares. Further details are at Insider Set.
• TEXAS INSTRUMENTS INC (TXN) was bought in large quantities by Ddd Partners, resulting in a 100% increase. More information is available at Insider Set.

Significant Sales and Reductions

Ddd Partners also reduced or sold several holdings during Q2:

• The investment in SCHWAB STRATEGIC TRUST (SCHV) was liquidated entirely, with a -65.84% change disclosed at Insider Set.
• They sold out ABBVIE INC (ABBV), reducing their stake by nearly 95.2%, as detailed on Insider Set.
• Ddd exited VICTORY PORTFOLIOS II (VSDA) completely, with a -70.37% change noted at Insider Set.
• While not complete exits, notable reductions occurred in holdings like SUNPOWER INC (CSLR) and NWPX INFRASTRUCTURE INC (NWPX), with significant share decreases disclosed at their respective pages on Insider Set.
• Additionally, the investor noted a decrease in shares of CISCO SYS INC (CSCO) and Microsoft Corp (MSFT), though these were not among their top holdings.

New Positions Acquired

The filing indicates that Ddd Partners added new positions during this quarter:

• SUNPOWER INC (CSLR) was a newly acquired holding, representing a substantial increase of over 1500% in shares. Details are available at Insider Set.
• Furthermore, BROOKFIELD ASSET MANAGMT LTD (BAM) was also noted as a new position acquired with a significant increase of 100% in shares. More information can be found at Insider Set.

Portfolio Structure and Weight Changes

The overall portfolio structure reflects these changes:

• Tech sector allocation saw adjustments, with holdings like BAM (Financial Services) and ELV now included. The full Technology allocation details are available at Insider Set.
• The portfolio's top five holdings by weight accounted for approximately 38% of the total, as per the filing data.
• Several holdings showed significant changes in their percentage allocation relative to the entire portfolio during this quarter.