Sellwood Investment Partners LLC

CIK

1763958

Location

PORTLAND, OR

Portfolio Value

Micro $626,932

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,179 / 8,232 ▲ 193

Top Industry

Insurance - Diversified 39.5%

3Y Alpha vs SPY

-11.9%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.1%

SPY

+23.4%

Annualised alpha

-11.9%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.5%

−2.0 pts

Top 5

80.0%

+1.2 pts

Top 10

96.2%

+0.9 pts

HHI

2,055

Moderately concentrated−104

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	43.9%	$275,249	2
Energy	14.4%	$90,588	2
Communication Services	12.0%	$75,053	1
Healthcare	11.2%	$70,021	2
Industrials	8.4%	$52,426	1
Consumer Cyclical	4.6%	$28,789	2
Consumer Defensive	3.3%	$20,925	1
Basic Materials	2.2%	$13,881	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
WFC	Wells Fargo & Company/Mn	105	$9,786
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 positions · $626,932 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Held	517	$247,746	−4.7%	39.52%
CVX	Chevron Corp Energy	Held	387	$80,070	+35.8%	12.77%
GOOGL	Alphabet Inc. Communication Services	Held	261	$75,053	−8.1%	11.97%
CAT	Caterpillar Inc Industrials	Held	74	$52,426	+23.7%	8.36%
HQY	Healthequity, Inc. Healthcare	Held	550	$45,963	−8.8%	7.33%
V	Visa Inc. Financial Services	Held	91	$27,503	−13.8%	4.39%
MRK	Merck & Co., Inc. Healthcare	Held	200	$24,058	+14.3%	3.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	21	$20,925	+15.6%	3.34%
NKE	NIKE, Inc. Consumer Cyclical	Held	296	$15,634	−17.1%	2.49%
LIN	Linde PLC Basic Materials	Held	28	$13,881	+16.3%	2.21%
HD	Home Depot, Inc. Consumer Cyclical	Held	40	$13,155	−4.4%	2.10%
XOM	Exxon Mobil Corp Energy	Held	62	$10,518	+41.0%	1.68%