Sellwood Investment Partners LLC

All 13F Filings

Location
Portland, OR
Most recent 13F
Q2 2026
Holdings value ($000)
283,551
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/27/2026 59 283,551 13F-HR Sellwood Investment Partners LLC
Q1 2026 4/23/2026 59 253,823 13F-HR Sellwood Investment Partners LLC
Q4 2025 1/26/2026 59 256,091 13F-HR Sellwood Investment Partners LLC
Q3 2025 10/30/2025 107 251,222 13F-HR Sellwood Investment Partners LLC
Q2 2025 7/14/2025 49 209,299 13F-HR Sellwood Investment Partners LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 25.17 K 8.9% 2.244 K 0 2.244 K
ETFs 247.4 K 87.2% 25.32 K 0 25.32 K
Debt 11.01 K 3.9% 2.164 K 0 2.164 K
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Fund Snapshot

Q2 2026
Latest filed
7/27/2026
Total value ($000)
283,551
Holdings
59
QoQ value change ($000)
29,728 (11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.