Sellwood Investment Partners LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 279,263
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 59 | 279,263 | 13F-HR | Sellwood Investment Partners LLC |
| 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 | 23.68 K | 8.5% | 0 | 1.49 K | -1.49 K |
| ETFs | 244.7 K | 87.6% | 0 | 2.653 K | -2.653 K |
| Debt | 10.86 K | 3.9% | 0 | 149 | -149 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
279,263
Holdings
59
QoQ value change ($000)
-4,288
(-1.5%)
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.