DDD Partners, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

The third quarter of 2023 had quite an impact on the holdings of DDD Partners, LLC. In comparison to the fourth quarter of the same year, several changes were noticed. Let's take a closer look at the data and analyze the significant differences in holdings.

BRK-B, or Berkshire Hathaway Inc, saw a minor decrease in holdings, with a change of 2.4%. MSFT, or Microsoft Corp, experienced a similar trend with a decrease of 13% in holdings. On the other hand, SCHD, or Schwab Strategic TR, had a significant increase of 13,147.7% in holdings, showing a promising growth opportunity.

AAPL, or Apple Inc, witnessed a slight decrease of 5.8% in holdings, while SPY, or SPDR S&P 500 ETF TR, showed a remarkable increase of 576.6%. These changes suggest a shift in investment strategies, with a focus on emerging trends and opportunities.

AMZN, or Amazon Com Inc, had a decent growth of 4.9% in holdings, indicating stability and confidence in the company's performance. INMD, or Inmode Ltd, experienced a substantial increase in holdings by 23.5%, indicating strong market potential.

ORI, or Old Rep Intl Corp, had a modest increase of 9.2% in holdings, while AVGO, or Broadcom Inc, showed a similar trend with a 23% increase. ETN, or Eaton Corp PLC, witnessed a growth of 10.2%, and QCOM, or Qualcomm Inc, experienced a minor increase of 2.9%.

ABBV, or AbbVie Inc, saw a modest increase of 3.9% in holdings, whereas CMCSA, or Comcast Corp New, showed a decline of 0.6%. CB, or Chubb Limited, had a small increase of 7.4%, indicating confidence in the company's performance.

COST, or Costco Whsl Corp New, experienced a significant increase of 16.9% in holdings, displaying a positive outlook for the retail industry. However, CSCO, or Cisco Sys Inc, saw a decline of 6.9% in holdings, reflecting potential investor concerns.

JNJ, or Johnson & Johnson, witnessed a remarkable increase of 13.2% in holdings, indicating market optimism. CMI, or Cummins Inc, had a growth of 4.7%, while MDT, or Medtronic PLC, experienced a higher increase of 14.9%.

GOOG, or Alphabet Inc, showed a marginal decrease of 0.6% in holdings, while KELLANOVA, or KELLANOVA, had a sudden surge in holdings, reflecting a potential emerging opportunity.

With a vast number of changes in holdings, it is essential for investors to monitor the market closely and adapt their strategies accordingly. It is crucial to consider the overall performance of companies and analyze their potential for future growth.

The 13F filing provides valuable insights into the holdings of various funds and assists investors in making informed decisions. By closely examining the changes in holdings, investors can gain a deeper understanding of market trends and potentially identify promising investment opportunities.

As the global financial landscape continues to evolve, it is crucial for investors to stay updated with the latest information and seize opportunities as they arise. By assessing the changes in holdings, investors can make well-informed decisions and navigate the market with confidence.

Disclaimer: The data in this article is for informational purposes only and should not be interpreted as financial advice. Always conduct thorough research and consult with a professional advisor before making any investment decisions.