Sellwood Investment Partners LLC
CIK 1763958 · View on SEC EDGAR ↗
- Portfolio value
- $283.6M
- Positions
- 59
- As of
- June 30, 2026
#5,349 of 9,443 by 13F value · top 56.6%
Portfolio value QoQ: +11.7% 13F does not disclose cash
- Top 10 holdings weight
- 77.67%
- Top 25 holdings weight
- 96.51%
- Positions above 1%
- 19
- Effective number of positions
- 11.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.16% Est. buys $14,960,448 · sells $11,164,301
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 50.9% still held
- New positions
- 2
- Increased
- 24
- Decreased
- 16
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
0.2%
Communication Services
0.1%
Industrials
0.0%
Energy
0.0%
Health Care
0.0%
Financial Services
0.0%
Retail
0.0%
Consumer Discretionary
0.0%
Other/Unmapped
99.7%
Full portfolio 59 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $49,321,887 | 17.39% | 71,813 | $3,753,919 | Down ×1 | ||
| ESGV | $41,566,683 | 14.66% | 314,328 | $3,910,072 | Down ×1 | ||
| VXUS Vanguard Total International Stock ETF | $22,512,432 | 7.94% | 263,334 | $5,473,785 | Up ×1 | ||
| RAFE | $22,511,647 | 7.94% | 470,325 | $1,729,605 | Down ×1 | ||
| VSGX | $21,206,604 | 7.48% | 257,549 | $1,551,516 | Down ×1 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $19,813,660 | 6.99% | 394,459 | $53,387 | Down ×2 | ||
| FNDX | $17,329,946 | 6.11% | 557,233 | $394,667 | Down ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $9,157,564 | 3.23% | 155,266 | $-352,645 | Down ×2 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $8,459,161 | 2.98% | 112,414 | $590,091 | Up ×6 | ||
| EDV | $8,350,781 | 2.95% | 128,316 | $946,653 | Up ×1 | ||
| BLV | $7,470,132 | 2.63% | 108,373 | $2,180,652 | Up ×6 | ||
| AGG | $7,219,701 | 2.55% | 72,941 | $284,530 | Up ×1 | ||
| VEA | $5,774,314 | 2.04% | 81,043 | $3,218,291 | Up ×1 | ||
| SCHR | $3,656,256 | 1.29% | 148,267 | $1,910,152 | Up ×6 | ||
| VTEB | $3,627,598 | 1.28% | 71,720 | $299,087 | Up ×4 | ||
| BSV | $3,537,251 | 1.25% | 45,402 | $-17,136 | Up ×1 | ||
| VTI | $3,509,785 | 1.24% | 9,485 | $461,478 | Down ×2 | ||
| VXF | $3,102,492 | 1.09% | 12,601 | $536,578 | Up ×3 | ||
| ACWI iShares MSCI ACWI ETF | $3,007,623 | 1.06% | 19,160 | $485,720 | Up ×1 | ||
| IWB | $2,739,555 | 0.97% | 6,690 | $354,169 | |||
| STIP | $2,683,845 | 0.95% | 26,271 | $177,633 | Up ×4 | ||
| BND Vanguard Total Bond Market ETF | $2,479,716 | 0.87% | 33,779 | $163,296 | Up ×1 | ||
| DFSU | $1,690,338 | 0.60% | 36,250 | $12,305 | Down ×1 | ||
| BRKA | $1,497,700 | 0.53% | 2 | $61,420 | |||
| SCHO | $1,424,848 | 0.50% | 59,024 | $15,214 | Up ×2 | ||
| VT | $1,320,330 | 0.47% | 8,412 | $66,400 | Down ×1 | ||
| BKHY | $1,200,944 | 0.42% | 25,225 | $107,203 | Up ×6 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $937,649 | 0.33% | 9,314 | $8,353 | Up ×6 | ||
| SCHQ | $735,863 | 0.26% | 23,510 | $62,538 | Up ×2 | ||
| VGSH Vanguard Short-Term Treasury ETF | $725,472 | 0.26% | 12,465 | $-2,502 | Up ×1 | ||
| VBK | $654,603 | 0.23% | 1,790 | Up ×1 | |||
| DFSI | $646,373 | 0.23% | 14,332 | $-21,130 | Down ×1 | ||
| IVV | $518,981 | 0.18% | 693 | $245,939 | Up ×2 | ||
| CATH Global X S&P 500 Catholic Values ETF | $480,571 | 0.17% | 5,430 | $-41,876 | Down ×1 | ||
| VIA Via Transportation, Inc. Class A Common Stock | $436,213 | 0.15% | 24,047 | Up ×1 | |||
| DFSE | $323,533 | 0.11% | 6,619 | $-2,036 | Down ×1 | ||
| BINC | $312,532 | 0.11% | 5,971 | $-47,756 | Down ×2 | ||
| VNQ | $267,395 | 0.09% | 2,773 | $21,802 | Up ×4 | ||
| BRKB | $238,186 | 0.08% | 476 | $-9,560 | Down ×1 | ||
| IWF | $162,911 | 0.06% | 1,312 | $23,052 | Up ×1 | ||
| IWD | $160,004 | 0.06% | 660 | $18,982 | |||
| VO | $136,405 | 0.05% | 1,693 | $-4,026 | Up ×1 | ||
| VTV | $104,388 | 0.04% | 479 | $-16,471 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $93,274 | 0.03% | 261 | $18,221 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $92,219 | 0.03% | 261 | $17,349 | |||
| CAT Caterpillar, Inc. Common Stock | $78,803 | 0.03% | 74 | $26,377 | |||
| CVX Chevron Corporation Common Stock | $64,149 | 0.02% | 387 | $-15,921 | |||
| HQY HealthEquity, Inc. - Common Stock | $49,676 | 0.02% | 550 | $3,712 | |||
| V Visa Inc. | $31,221 | 0.01% | 91 | $3,717 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $25,700 | 0.01% | 200 | $1,642 | |||
| VGLT Vanguard Long-Term Treasury ETF | $25,497 | 0.01% | 462 | $3,142 | Up ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $19,645 | 0.01% | 21 | $-1,280 | |||
| HD Home Depot, Inc. (The) Common Stock | $14,107 | 0.00% | 40 | $951 | |||
| IEFA | $12,459 | 0.00% | 129 | $781 | |||
| NKE Nike, Inc. Common Stock | $12,151 | 0.00% | 296 | $-3,484 | |||
| SCHE | $9,748 | 0.00% | 269 | $898 | |||
| SCHH | $4,618 | 0.00% | 195 | $1,566 | Up ×1 | ||
| IWR | $2,648 | 0.00% | 24 | $314 | |||
| IWM | $1,502 | 0.00% | 5 | $262 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VCLT | $8,459,161 | 2.98% | up ×6 |
| BLV | $7,470,132 | 2.63% | up ×6 |
| SCHR | $3,656,256 | 1.29% | up ×6 |
| VTEB | $3,627,598 | 1.28% | up ×4 |
| VXF | $3,102,492 | 1.09% | up ×3 |
| STIP | $2,683,845 | 0.95% | up ×4 |
| BKHY | $1,200,944 | 0.42% | up ×6 |
| SGOV | $937,649 | 0.33% | up ×6 |
| VNQ | $267,395 | 0.09% | up ×4 |
| VGLT | $25,497 | 0.01% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VBK | $654,603 | 1,790 | 0.23% |
| VIA | $436,213 | 24,047 | 0.15% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VXUS | Bought more | +42K | +$5.5M |
| ESGV | Trimmed | -21K | +$3.9M |
| VOO | Trimmed | -4K | +$3.8M |
| VEA | Bought more | +41K | +$3.2M |
| BLV | Bought more | +31K | +$2.2M |
| SCHR | Bought more | +78K | +$1.9M |
| RAFE | Trimmed | -29K | +$1.7M |
| VSGX | Trimmed | -16K | +$1.6M |
| EDV | Bought more | +14K | +$947K |
| VCLT | Bought more | +7K | +$590K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VBR | Dec. 31, 2025 | 11,796 | $2,462,015 | No longer tracked |
| UNH | Dec. 31, 2025 | 601 | $207,525 | 17.3% |
| NVDA | March 31, 2025 | 1,370 | $183,977 | 100.1% |
| MSFT | March 31, 2025 | 285 | $120,128 | 28.4% |
| COST | March 31, 2025 | 100 | $91,627 | -0.3% |
| AMZN | March 31, 2025 | 406 | $89,072 | 35.5% |
| CSCO | Dec. 31, 2025 | 1,125 | $76,973 | 44.1% |
| UBER | March 31, 2025 | 1,140 | $68,765 | 7.3% |
| AMGN | Dec. 31, 2025 | 200 | $56,440 | 33.2% |
| NVDA | Dec. 31, 2025 | 270 | $50,377 | 16.3% |
| MSFT | Dec. 31, 2025 | 95 | $49,205 | -0.3% |
| GOOG | March 31, 2025 | 228 | $43,420 | 117.0% |
| V | March 31, 2025 | 129 | $40,769 | 5.0% |
| GS | March 31, 2025 | 68 | $38,938 | 87.5% |
| AMD | March 31, 2025 | 292 | $35,271 | 358.2% |
| AAPL | Dec. 31, 2025 | 135 | $34,375 | 13.3% |
| JPM | March 31, 2025 | 140 | $33,559 | 44.9% |
| AXP | March 31, 2025 | 110 | $32,647 | 24.6% |
| AVGO | March 31, 2025 | 140 | $32,458 | 122.6% |
| IBM | Dec. 31, 2025 | 100 | $28,216 | -21.1% |
| AMZN | Dec. 31, 2025 | 123 | $27,007 | 11.7% |
| VEA | March 31, 2025 | 542 | $25,918 | No longer tracked |
| COLM | Dec. 31, 2025 | 494 | $25,836 | 10.0% |
| UNP | March 31, 2025 | 100 | $22,804 | 29.6% |
| MDT | Dec. 31, 2025 | 216 | $20,572 | -4.1% |
| META | Dec. 31, 2025 | 28 | $20,563 | -16.9% |
| INTU | March 31, 2025 | 30 | $18,855 | -41.3% |
| LIN | June 30, 2026 | 28 | $13,881 | -6.0% |
| XOM | June 30, 2026 | 62 | $10,519 | 21.7% |
| GIS | Dec. 31, 2025 | 201 | $10,134 | -15.4% |
| WFC | March 31, 2026 | 105 | $9,786 | 6.3% |
| PG | Dec. 31, 2025 | 51 | $7,836 | 0.0% |
| UNP | Dec. 31, 2025 | 33 | $7,800 | 32.4% |
| JNJ | Dec. 31, 2025 | 33 | $6,119 | 29.1% |
| INTC | Dec. 31, 2025 | 151 | $5,066 | 149.1% |
| JPM | Dec. 31, 2025 | 13 | $4,101 | 10.3% |
| MA | Dec. 31, 2025 | 6 | $3,413 | 0.8% |
| AVGO | Dec. 31, 2025 | 10 | $3,299 | 7.7% |
| PYPL | Dec. 31, 2025 | 48 | $3,219 | 6.6% |
| MSI | Dec. 31, 2025 | 7 | $3,201 | 24.5% |
| CDNS | Dec. 31, 2025 | 9 | $3,161 | 0.4% |
| CRH | Dec. 31, 2025 | 25 | $2,998 | -24.2% |
| NOW | Dec. 31, 2025 | 3 | $2,761 | -15.4% |
| ADP | Dec. 31, 2025 | 9 | $2,642 | 8.5% |
| BAC | Dec. 31, 2025 | 51 | $2,631 | 13.5% |
| KO | Dec. 31, 2025 | 38 | $2,520 | 29.7% |
| ABBV | Dec. 31, 2025 | 10 | $2,315 | 15.5% |
| USFD | Dec. 31, 2025 | 30 | $2,299 | 44.3% |
| LOW | Dec. 31, 2025 | 9 | $2,262 | -9.8% |
| PWR | Dec. 31, 2025 | 5 | $2,072 | 56.1% |
| CMG | Dec. 31, 2025 | 50 | $1,960 | -3.0% |
| KEYS | Dec. 31, 2025 | 10 | $1,749 | 56.0% |
| VB | March 31, 2025 | 7 | $1,682 | No longer tracked |
| MET | Dec. 31, 2025 | 20 | $1,647 | 19.9% |
| HLT | Dec. 31, 2025 | 6 | $1,557 | 15.1% |
| EFX | Dec. 31, 2025 | 6 | $1,539 | -10.3% |
| LLY | Dec. 31, 2025 | 2 | $1,526 | 16.3% |
| DE | Dec. 31, 2025 | 3 | $1,372 | 34.0% |
| SPG | Dec. 31, 2025 | 7 | $1,314 | 18.7% |
| PRU | Dec. 31, 2025 | 10 | $1,037 | 8.4% |
| SPGI | Dec. 31, 2025 | 2 | $973 | -17.0% |
| SBAC | Dec. 31, 2025 | 5 | $967 | -5.5% |
| CTVA | Dec. 31, 2025 | 12 | $812 | 19.6% |
| MS | Dec. 31, 2025 | 5 | $795 | 19.2% |
| MCK | Dec. 31, 2025 | 1 | $773 | 4.4% |
| IT | Dec. 31, 2025 | 2 | $526 | -23.5% |
| KVUE | Dec. 31, 2025 | 32 | $519 | 9.8% |