Sellwood Investment Partners LLC

Q2 2026 13F-HR Holdings

Location
Portland, OR
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$283,551
Net value change ($000)
+29,728 (11.7%)
New positions
2
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VXUS 5,473 32.1%
ESGV 3,910 10.4%
VOO 3,754 8.2%
VEA 3,218 125.9%
SCHR 1,910 109.4%
RAFE 1,730 8.3%
VSGX 1,552 7.9%
EDV 947 12.8%
VBK 655 NEW
VCLT 590 7.5%
Top Reduces (Value $000, Stocks/ETFs)
VGIT -352 -3.7%
BINC -47 -13.1%
CATH -41 -7.9%
DFSI -22 -3.3%
VTV -17 -14.0%
CVX -16 -20.0%
LIN -14 -100.0%
XOM -11 -100.0%
BRK-B -10 -4.0%
NKE -4 -25.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type