Sellwood Investment Partners LLC Portfolio Holdings by Sector
Sellwood Investment Partners LLC
- $251 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO ESGV RAFE VSGX VTIP FNDX VXUS VGIT 40 stocks |
$242 Million
97.52% of portfolio
|
26
|
5
|
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.99 Million
1.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$1.77 Million
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$237,640
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$207,525
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$174,856
0.07% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN MRK JNJ ABBV LLY 5 stocks |
$84,445
0.03% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$80,174
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$67,088
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$64,661
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC AVGO 3 stocks |
$58,742
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA PYPL 3 stocks |
$58,522
0.02% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$52,124
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$49,205
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$36,681
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$34,375
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM IT 2 stocks |
$28,742
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$27,007
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
COLM 1 stocks |
$25,836
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$20,572
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$19,438
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM BAC 3 stocks |
$15,533
0.01% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$10,134
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$7,836
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Railroads | Industrials
UNP 1 stocks |
$7,800
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CDNS NOW 2 stocks |
$5,922
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$2,998
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET PRU 2 stocks |
$2,684
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$2,642
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$2,520
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$2,299
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$2,072
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$1,960
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$1,749
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT 1 stocks |
$1,557
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$1,539
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$1,314
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$973
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$967
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$812
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$795
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$773
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|