Sellwood Investment Partners LLC Portfolio Holdings by Sector
Sellwood Investment Partners LLC
- $256 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO ESGV VTIP RAFE VSGX VXUS FNDX VGIT 39 stocks |
$247 Million
97.52% of portfolio
|
  18  
|
  10  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.07 Million
1.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$1.77 Million
0.7% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$163,595
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$66,444
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$50,386
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$42,392
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$31,915
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK 1 stocks |
$21,052
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$18,858
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$18,109
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$13,764
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$9,786
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|