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Sellwood Investment Partners Portfolio holdings
AUM
$284M
1-Year Est. Return
15.58%
This Fund
S&P 500
This Quarter
Est. Return
+5.35%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$251M
AUM Growth
+$41.9M
(+20%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
11.69%
Top 10 Holdings %
Top 10 Hldgs %
78.15%
Holding
107
New
58
Increased
31
Reduced
6
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.44M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$5.07M |
| 3 |
Vanguard Total Bond Market
BND
|
+$2.73M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$2.68M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$2.59M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
+$821K |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$492K |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$221K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$25.4K |
| 5 |
BlackRock Flexible Income ETF
BINC
|
+$14.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.74% |
| 2 | Healthcare | 0.15% |
| 3 | Consumer Discretionary | 0.14% |
| 4 | Technology | 0.1% |
| 5 | Communication Services | 0.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NVIDIA
NVDA
$5.43T
| $50.4K | 0.02% |
+270
| New | +$47.1K |
|
52
Microsoft
MSFT
$3.66T
| $49.2K | 0.02% |
+95
| New | +$48.5K |
|
53
Caterpillar
CAT
$393B
| $35.3K | 0.01% |
+74
| New | +$31.6K |
|
54
Apple
AAPL
$4.41T
| $34.4K | 0.01% |
135
+71
| +111% | +$16K |
|
55
IBM
IBM
$222B
| $28.2K | 0.01% |
+100
| New | +$26.2K |
|
56
Amazon
AMZN
$2.88T
| $27K | 0.01% |
+123
| New | +$27.8K |
|
57
Columbia Sportswear
COLM
$2.88B
| $25.8K | 0.01% |
+494
| New | +$27.8K |
|
58
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| $22.5K | 0.01% |
395
+4
| +1% | +$223 |
|
59
Medtronic
MDT
$116B
| $20.6K | 0.01% |
+216
| New | +$19.9K |
|
60
Meta Platforms (Facebook)
META
$1.47T
| $20.6K | 0.01% |
+28
| New | +$20.8K |
|
61
Costco
COST
$421B
| $19.4K | 0.01% |
+21
| New | +$20.1K |
|
62
Merck
MRK
$328B
| $18K | 0.01% |
215
+15
| +8% | +$1.24K |
|
63
Linde
LIN
$221B
| $16.1K | 0.01% |
+34
| New | +$16.1K |
|
64
iShares Core S&P 500 ETF
IVV
$904B
| $14.1K | 0.01% |
21
| – | – |
|
65
iShares Core MSCI EAFE ETF
IEFA
$196B
| $11.3K | ﹤0.01% |
129
| – | – |
|
66
General Mills
GIS
$20.4B
| $10.1K | ﹤0.01% |
+201
| New | +$10.1K |
|
67
Wells Fargo
WFC
$269B
| $8.8K | ﹤0.01% |
+105
| New | +$8.52K |
|
68
Procter & Gamble
PG
$335B
| $7.84K | ﹤0.01% |
+51
| New | +$7.96K |
|
69
Union Pacific
UNP
$174B
| $7.8K | ﹤0.01% |
+33
| New | +$7.44K |
|
70
ExxonMobil
XOM
$657B
| $6.99K | ﹤0.01% |
+62
| New | +$6.89K |
|
71
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
| $6.56K | ﹤0.01% |
197
| – | – |
|
72
Johnson & Johnson
JNJ
$629B
| $6.12K | ﹤0.01% |
+33
| New | +$5.65K |
|
73
Intel
INTC
$509B
| $5.07K | ﹤0.01% |
+151
| New | +$3.66K |
|
74
JPMorgan Chase
JPM
$971B
| $4.1K | ﹤0.01% |
+13
| New | +$3.87K |
|
75
Mastercard
MA
$490B
| $3.41K | ﹤0.01% |
+6
| New | +$3.45K |
|
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Sellwood Investment Partners's Q3 2025 Portfolio in Review
As of Q3 2025, Sellwood Investment Partners held 107 positions worth $251M, up 20% from $209M the previous quarter. Its ten largest holdings account for 78% of the portfolio.
Sellwood Investment Partners deployed $29.4M of net new capital in Q3 2025, opening 58 new positions and adding to 31 existing holdings. Its largest new stake was iShares Core US Aggregate Bond ETF: 54,820 shares worth $5.5M.
By sector, the portfolio is most concentrated in Financials at 0.74% of assets, down from 0.81% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard ESG US Stock ETF, an estimated $821K trimmed.
- Sellwood Investment Partners's largest Q3 2025 buy was iShares Core US Aggregate Bond ETF: 54,820 shares worth $5.5M.
- Sellwood Investment Partners added most to Vanguard Short-Term Bond ETF in Q3 2025, an estimated $5.07M increase.
- Sellwood Investment Partners's biggest Q3 2025 reduction was Vanguard ESG US Stock ETF, cutting an estimated $821K.
- Sellwood Investment Partners's ten largest holdings make up 78% of its $251M portfolio in Q3 2025.
- Sellwood Investment Partners opened 58 new positions and closed 0 in Q3 2025.
- Sellwood Investment Partners's portfolio value rose 20% quarter-over-quarter to $251M.
Based on Sellwood Investment Partners's 13F filing for Q3 2025, filed 30 Oct 2025.