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SIP

Sellwood Investment Partners Portfolio holdings

AUM $284M
1-Year Est. Return 15.58%
This Fund
S&P 500
This Quarter Est. Return
+1.32%
1 Year Est. Return
+15.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$256M
AUM Growth
+$4.87M
Cap. Flow
+$1.72M
Cap. Flow %
0.67%
Top 10 Hldgs %
80.7%
Holding
107
New
–
Increased
21
Reduced
17
Closed
48

Top Buys

Rank Stock Value
1
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$4.57M
2
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.21M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.96M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.01M
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$446K

Top Sells

Rank Stock Value
1
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$2.46M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.21M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.83M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.39M
5
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$1.01M

Sector Composition

Rank Sector Weight
1 Financials 0.71%
2 Communication Services 0.06%
3 Healthcare 0.03%
4 Energy 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$342B
$13.8K 0.01%
40
-114
-74% -$41.8K
LIN icon
52
Linde
LIN
$221B
$11.9K ﹤0.01%
28
-6
-18% -$2.57K
IEFA icon
53
iShares Core MSCI EAFE ETF
IEFA
$196B
$11.5K ﹤0.01%
129
– –
WFC icon
54
Wells Fargo
WFC
$269B
$9.79K ﹤0.01%
105
– –
SCHE icon
55
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$8.8K ﹤0.01%
269
+72
+37% +$2.4K
XOM icon
56
ExxonMobil
XOM
$657B
$7.46K ﹤0.01%
62
– –
SCHH icon
57
Schwab US REIT ETF
SCHH
$11.3B
$2.97K ﹤0.01%
142
– –
IWR icon
58
iShares Russell Mid-Cap ETF
IWR
$57.9B
$2.31K ﹤0.01%
24
– –
IWM icon
59
iShares Russell 2000 ETF
IWM
$82.2B
$1.23K ﹤0.01%
5
– –
AAPL icon
60
Apple
AAPL
$4.41T
– –
-135
Closed -$34.4K
ABBV icon
61
AbbVie
ABBV
$440B
– –
-10
Closed -$2.31K
ADP icon
62
Automatic Data Processing
ADP
$107B
– –
-9
Closed -$2.64K
AMGN icon
63
Amgen
AMGN
$225B
– –
-200
Closed -$56.4K
AMZN icon
64
Amazon
AMZN
$2.88T
– –
-123
Closed -$27K
AVGO icon
65
Broadcom
AVGO
$1.98T
– –
-10
Closed -$3.3K
BAC icon
66
Bank of America
BAC
$453B
– –
-51
Closed -$2.63K
CDNS icon
67
Cadence Design Systems
CDNS
$89B
– –
-9
Closed -$3.16K
CMG icon
68
Chipotle Mexican Grill
CMG
$41.3B
– –
-50
Closed -$1.96K
COLM icon
69
Columbia Sportswear
COLM
$2.88B
– –
-494
Closed -$25.8K
CRH icon
70
CRH
CRH
$65.2B
– –
-25
Closed -$3K
CSCO icon
71
Cisco
CSCO
$488B
– –
-1,125
Closed -$77K
CTVA icon
72
Corteva
CTVA
$50.4B
– –
-12
Closed -$812
DE icon
73
Deere & Co
DE
$167B
– –
-3
Closed -$1.37K
EFX icon
74
Equifax
EFX
$21.2B
– –
-6
Closed -$1.54K
GIS icon
75
General Mills
GIS
$20.4B
– –
-201
Closed -$10.1K
1 2
3
4 5

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Sellwood Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Sellwood Investment Partners held 107 positions worth $256M, up 1.9% from $251M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Sellwood Investment Partners's Q4 2025 filing shows 21 increased, 17 reduced and 48 closed positions. The largest sale was Vanguard Morningstar Small-Cap Value ETF, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 0.71% of assets, down from 0.74% a quarter earlier, followed by Communication Services and Healthcare.

  • Sellwood Investment Partners added most to Vanguard Total International Stock ETF in Q4 2025, an estimated $4.57M increase.
  • Sellwood Investment Partners's biggest Q4 2025 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $2.21M.
  • Sellwood Investment Partners fully exited Vanguard Morningstar Small-Cap Value ETF in Q4 2025, selling an estimated $2.46M.
  • Sellwood Investment Partners's ten largest holdings make up 81% of its $256M portfolio in Q4 2025.
  • Sellwood Investment Partners opened 0 new positions and closed 48 in Q4 2025.
  • Sellwood Investment Partners's portfolio value rose 1.9% quarter-over-quarter to $256M.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.