Sellwood Investment Partners LLC New Holdings in Q3 2025

Sellwood Investment Partners LLC

  • $251 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
54.8K
New
$97.75 - $100.75 $5.36M - $5.52M
54.8K $5.5B
ACWI
Ishares Msci Acwi ETF

ETFs
20.2K
New
$128.32 - $138.41 $2.59M - $2.79M
20.2K $2.79B
VGSH
Vanguard

ETFs
44.2K
New
$58.43 - $58.88 $2.58M - $2.6M
44.2K $2.6B
VBR
Vanguard Small Cap Value ETF

ETFs
11.8K
New
$195.41 - $212.37 $2.31M - $2.51M
11.8K $2.46B
UNH
Unitedhealth Group Inc

Healthcare
601
New
$237.77 - $353.61 $143K - $213K
601 $208M
GOOG
Alphabet Inc.

Communication Services
373
New
$175.16 - $255.24 $65.3K - $95.2K
373 $90.8M
CSCO
Cisco Systems, Inc.

Technology
1.13K
New
$66.2 - $71.79 $74.5K - $80.8K
1.13K $77M
GOOGL
Alphabet Inc.

Communication Services
261
New
$174.36 - $254.72 $45.5K - $66.5K
261 $63.4M
AMGN
Amgen Inc

Healthcare
200
New
$271.18 - $309.22 $54.2K - $61.8K
200 $56.4M
V
Visa Inc.

Financial Services
152
New
$332.09 - $358.86 $50.5K - $54.5K
152 $51.9M
MSFT
Microsoft Corp

Technology
95
New
$491.09 - $535.64 $46.7K - $50.9K
95 $49.2M
CAT
Caterpillar Inc

Industrials
74
New
$390.92 - $477.15 $28.9K - $35.3K
74 $35.3M
IBM
International Business Machines Corp

Technology
100
New
$234.77 - $292.47 $23.5K - $29.2K
100 $28.2M
AMZN
Amazon Com Inc

Consumer Cyclical
123
New
$211.65 - $238.24 $26K - $29.3K
123 $27M
COLM
Columbia Sportswear CO

Consumer Cyclical
494
New
$49.3 - $64.28 $24.4K - $31.8K
494 $25.8M
MDT
Medtronic PLC

Healthcare
216
New
$87.67 - $95.74 $18.9K - $20.7K
216 $20.6M
META
Meta Platforms, Inc.

Communication Services
28
New
$695.21 - $791.73 $19.5K - $22.2K
28 $20.6M
COST
Costco Wholesale Corp

Consumer Defensive
21
New
$915.95 - $994.57 $19.2K - $20.9K
21 $19.4M
Linde PLC F
34
New
N/A
34 $16.2M
GIS
General Mills Inc

Consumer Defensive
201
New
$48.44 - $53.83 $9.74K - $10.8K
201 $10.1M
WFC
Wells Fargo & Company

Financial Services
105
New
$77.05 - $85.16 $8.09K - $8.94K
105 $8.8M
PG
Procter & Gamble CO

Consumer Defensive
51
New
$150.47 - $161.22 $7.67K - $8.22K
51 $7.84M
UNP
Union Pacific Corp

Industrials
33
New
$214.91 - $237.16 $7.09K - $7.83K
33 $7.8M
XOM
Exxon Mobil Corp

Energy
62
New
$105.83 - $117.22 $6.56K - $7.27K
62 $6.99M
JNJ
Johnson & Johnson

Healthcare
33
New
$155.17 - $185.42 $5.12K - $6.12K
33 $6.12M
INTC
Intel Corp

Technology
151
New
$19.31 - $35.5 $2.92K - $5.36K
151 $5.07M
JPM
Jpmorgan Chase & CO

Financial Services
13
New
$282.78 - $316.06 $3.68K - $4.11K
13 $4.1M
MA
Mastercard Inc

Financial Services
6
New
$550.18 - $598.96 $3.3K - $3.59K
6 $3.41M
AVGO
Broadcom Inc.

Technology
10
New
$264.74 - $369.57 $2.65K - $3.7K
10 $3.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
48
New
$65.64 - $78.22 $3.15K - $3.75K
48 $3.22M
MSI
Motorola Solutions, Inc.

Technology
7
New
$408.73 - $490.3 $2.86K - $3.43K
7 $3.2M
CDNS
Cadence Design Systems Inc

Technology
9
New
$309.46 - $373.37 $2.79K - $3.36K
9 $3.16M
CRH.L
Crh PLC

Basic Materials
25
New
N/A
25 $3M
NOW
Service Now, Inc.

Technology
3
New
$850.86 - $1044.69 $2.55K - $3.13K
3 $2.76M
ADP
Automatic Data Processing Inc

Industrials
9
New
$288.69 - $310.94 $2.6K - $2.8K
9 $2.64M
BAC
Bank Of America Corp

Financial Services
51
New
$44.92 - $52.42 $2.29K - $2.67K
51 $2.63M
KO
Coca Cola CO

Consumer Defensive
38
New
$65.67 - $71.67 $2.5K - $2.72K
38 $2.52M
ABBV
Abb Vie Inc.

Healthcare
10
New
$184.85 - $231.54 $1.85K - $2.32K
10 $2.32M
USFD
Us Foods Holding Corp.

Consumer Defensive
30
New
$76.35 - $84.68 $2.29K - $2.54K
30 $2.3M
LOW
Lowes Companies Inc

Consumer Cyclical
9
New
$215.01 - $273.02 $1.94K - $2.46K
9 $2.26M
PWR
Quanta Services, Inc.

Industrials
5
New
$372.29 - $421.68 $1.86K - $2.11K
5 $2.07M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
New
$38.58 - $58.24 $1.93K - $2.91K
50 $1.96M
KEYS
Keysight Technologies, Inc.

Technology
10
New
$158.51 - $178.15 $1.59K - $1.78K
10 $1.75M
MET
Metlife Inc

Financial Services
20
New
$73.82 - $82.37 $1.48K - $1.65K
20 $1.65M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
New
$259.44 - $278.65 $1.56K - $1.67K
6 $1.56M
EFX
Equifax Inc

Industrials
6
New
$234.03 - $265.73 $1.4K - $1.59K
6 $1.54M
LLY
Eli Lilly & CO

Healthcare
2
New
$625.65 - $812.69 $1.25K - $1.63K
2 $1.53M
DE
Deere & CO

Industrials
3
New
$457.26 - $524.37 $1.37K - $1.57K
3 $1.37M
SPG
Simon Property Group Inc

Real Estate
7
New
$159.93 - $187.67 $1.12K - $1.31K
7 $1.31M
Activity Summary
Buys All Purchases 89 New Holdings 58 Increased Positions 31 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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