DDD Partners, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

Investing in stocks and funds can be a challenging task, especially when it comes to managing and monitoring various holdings. One crucial tool that investors can use to track the changes in holdings of funds is the Form 13F. This form requires institutional investment managers with over $100 million in assets to report their holdings of publicly traded securities. In this blog post, we will analyze the Q2 2023 and Q3 2023 13F holdings of DDD Partners, LLC and explore the changes in their portfolio.

DDD Partners, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison:

Investment managers often make changes to their holdings based on market trends, industry performance, and other strategic factors. Let's take a closer look at DDD Partners, LLC's Q2 2023 and Q3 2023 13F holdings and the percentage changes in their portfolio.

1. BERKSHIRE HATHAWAY INC DEL (BRK-B):

In Q2 2023, DDD Partners, LLC held 155,355 shares of Berkshire Hathaway Inc Del, while in Q3 2023, the number of shares decreased to 152,847. This represents a slight decrease of 0.3% in holdings.

2. MICROSOFT CORP (MSFT):

DDD Partners, LLC owned 115,601 shares of Microsoft Corp in Q2 2023, which decreased to 105,717 shares in Q3 2023. This change indicates an 11.1% decrease in holdings.

3. APPLE INC (AAPL):

The fund's holdings in Apple Inc decreased from 187,020 shares in Q2 2023 to 185,877 shares in Q3 2023, representing a 7.4% decrease.

4. AMAZON COM INC (AMZN):

DDD Partners, LLC's holdings in Amazon Com Inc saw a minimal change of 0.3%, with the number of shares decreasing from 213,943 in Q2 2023 to 211,298 in Q3 2023.

5. INMODE LTD (INMD):

The most significant change in holdings was observed in Inmode Ltd, where DDD Partners, LLC's shares increased from 373,741 in Q2 2023 to 987,306 in Q3 2023, reflecting a significant 58.4% increase.

6. OLD REP INTL CORP (ORI):

DDD Partners, LLC's holdings in Old Rep Intl Corp decreased from 836,816 shares in Q2 2023 to 821,308 shares in Q3 2023, representing a 4.5% decrease.

7. QUALCOMM INC (QCOM):

In Q3 2023, the fund's holdings in Qualcomm Inc decreased by 8.1% from 187,060 shares in Q2 2023 to 183,699 shares.

8. ABBVIE INC (ABBV):

DDD Partners, LLC's holdings in AbbVie Inc increased by 8% from 135,673 shares in Q2 2023 to 133,129 shares in Q3 2023.

9. COMCAST CORP NEW (CMCSA):

The fund's holdings in Comcast Corp New increased by 3.6%, with the number of shares going up from 455,415 in Q2 2023 to 446,712 in Q3 2023.

10. EATON CORP PLC (ETN):

DDD Partners, LLC's holdings in Eaton Corp PLC increased by 6.1%, with the number of shares going up from 91,415 in Q2 2023 to 89,663 in Q3 2023.

Conclusion:

Analyzing the changes in the 13F holdings of DDD Partners, LLC from Q2 2023 to Q3 2023 provides valuable insights into their investment strategy. While some holdings experienced slight decreases, others witnessed significant increases. It is essential for investors to closely monitor their holdings and make adjustments based on market conditions to maximize potential returns. Keep an eye on the Form 13F filings to stay updated on the latest changes in institutional investment managers' portfolios.

Disclaimer: This article is for informational purposes only and should not be taken as financial advice. Investing in stocks and funds carries risks, and individuals should conduct their own research before making any investment decisions.