Sellwood Investment Partners LLC
All 13F Filings
- Location
- Portland, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 256,091
- 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 |
|---|---|---|---|---|---|
| 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 | 129.9 K | 50.7% | 8.171 K | 0 | 8.171 K |
| ETFs | 117.4 K | 45.8% | 0 | 1.268 K | -1.268 K |
| Debt | 8.814 K | 3.4% | 0 | 2.033 K | -2.033 K |
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Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
256,091
Holdings
59
QoQ value change ($000)
4,869
(1.9%)
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.