Sellwood Investment Partners LLC
Long book
$253.8M
Q1 2026
Positions
59
Top-10 weight
80%
concentration
Last quarter
+10.6%
SPY +14.8%
Turnover
3%
of book per quarter
Strategy in plain words
auto-generated from filingsSellwood Investment Partners LLC is a wealth-management firm allocating client money, specialised in financials (79% of the long book), running a $253.8M US long book across 59 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD ESG US STOCK ETF, PIMCO RAFI ESG US ETF, VANGUARD SHORT-TERM TIPS, VANGUARD ESG INTL STOCK ETF.
Over the last 6 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-0.7%
Q1 2025
+7.1%
Q2 2025
+6.2%
Q3 2025
+2.3%
Q4 2025
-1.7%
Q1 2026
+10.6%
Sector allocation
Financials 79%
Technology 7%
Energy 4%
Services media 3%
Industrials 2%
Consumer discretionary 2%
Healthcare 1%
Other 1%
Long book by quarter
What does Sellwood Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.6% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 517 | $248K | 0.1% | Held |
| CVX CHEVRON CORP | Energy | 387 | $80K | 0.0% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 261 | $75K | 0.0% | Held |
| GOOG ALPHABET INC-CL C | Technology | 261 | $75K | 0.0% | Held |
| CAT CATERPILLAR INC | Industrials | 74 | $52K | 0.0% | Held |
| HQY HEALTHEQUITY INC | Services media | 550 | $46K | 0.0% | Held |
| V VISA INC-CLASS A SHARES | Services media | 91 | $28K | 0.0% | Held |
| MRK MERCK & CO. INC. | Healthcare | 200 | $24K | 0.0% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 21 | $21K | 0.0% | Held |
| NKE NIKE INC -CL B | Other | 296 | $16K | 0.0% | Held |
| LIN LINDE PLC | Materials | 28 | $14K | 0.0% | Held |
| HD HOME DEPOT INC | Consumer discretionary | 40 | $13K | 0.0% | Held |
| XOM EXXON MOBIL CORP | Energy | 62 | $11K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 59 | $253.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 59 | $256.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 30, 2025 | 107 | $251.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 14, 2025 | 49 | $209.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 39 | $191.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 55 | $186.0M | canonical | SEC ↗ |