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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
+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 | |
|---|---|---|---|---|---|---|
76
Broadcom
AVGO
$1.98T
| $3.3K | ﹤0.01% |
+10
| New | +$3.07K |
|
77
PayPal
PYPL
$50.6B
| $3.22K | ﹤0.01% |
+48
| New | +$3.38K |
|
78
Motorola Solutions
MSI
$77.7B
| $3.2K | ﹤0.01% |
+7
| New | +$3.15K |
|
79
Cadence Design Systems
CDNS
$89B
| $3.16K | ﹤0.01% |
+9
| New | +$3.1K |
|
80
Schwab US REIT ETF
SCHH
$11.3B
| $3.06K | ﹤0.01% |
142
+46
| +48% | +$981 |
|
81
CRH
CRH
$65.2B
| $3K | ﹤0.01% |
+25
| New | +$2.64K |
|
82
ServiceNow
NOW
$129B
| $2.76K | ﹤0.01% |
+15
| New | +$2.8K |
|
83
Automatic Data Processing
ADP
$107B
| $2.64K | ﹤0.01% |
+9
| New | +$2.71K |
|
84
Bank of America
BAC
$453B
| $2.63K | ﹤0.01% |
+51
| New | +$2.49K |
|
85
Coca-Cola
KO
$373B
| $2.52K | ﹤0.01% |
+38
| New | +$2.62K |
|
86
iShares Russell Mid-Cap ETF
IWR
$57.9B
| $2.32K | ﹤0.01% |
24
| – | – |
|
87
AbbVie
ABBV
$440B
| $2.31K | ﹤0.01% |
+10
| New | +$2.04K |
|
88
US Foods
USFD
$24B
| $2.3K | ﹤0.01% |
+30
| New | +$2.38K |
|
89
Lowe's Companies
LOW
$121B
| $2.26K | ﹤0.01% |
+9
| New | +$2.21K |
|
90
Quanta Services
PWR
$102B
| $2.07K | ﹤0.01% |
+5
| New | +$1.94K |
|
91
Chipotle Mexican Grill
CMG
$41.3B
| $1.96K | ﹤0.01% |
+50
| New | +$2.25K |
|
92
Keysight
KEYS
$60.6B
| $1.75K | ﹤0.01% |
+10
| New | +$1.67K |
|
93
MetLife
MET
$61.4B
| $1.65K | ﹤0.01% |
+20
| New | +$1.57K |
|
94
Hilton Worldwide
HLT
$72.6B
| $1.56K | ﹤0.01% |
+6
| New | +$1.62K |
|
95
Equifax
EFX
$21.2B
| $1.54K | ﹤0.01% |
+6
| New | +$1.51K |
|
96
Eli Lilly
LLY
$1.09T
| $1.53K | ﹤0.01% |
+2
| New | +$1.49K |
|
97
Deere & Co
DE
$167B
| $1.37K | ﹤0.01% |
+3
| New | +$1.48K |
|
98
Simon Property Group
SPG
$71.4B
| $1.31K | ﹤0.01% |
+7
| New | +$1.21K |
|
99
iShares Russell 2000 ETF
IWM
$82.2B
| $1.21K | ﹤0.01% |
5
| – | – |
|
100
Prudential Financial
PRU
$42.3B
| $1.04K | ﹤0.01% |
+10
| New | +$1.05K |
|
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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.