Sellwood Investment Partners LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $39.3B, Vanguard World Fd Esg U.S. Sto with a value of $33.1B, Pimco Equity Ser Rafi Esg U S with a value of $18.3B, Vanguard Sht Trm Inflt Prot Fd with a value of $17.2B, and Vanguard World Fd Esg Intl Stk with a value of $15.9B.

Examining the 13F form we can see an increase of $5.53B in the current position value, from $186B to 192B.

Sellwood Investment Partners LLC is based out at Portland, OR

Below you can find more details about Sellwood Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $191 Billion
Financial Services: $265 Million
Consumer Cyclical: $33.5 Million
Technology: $14.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $192 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Sellwood Investment Partners LLC Portfolio

Follow Sellwood Investment Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sellwood Investment Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sellwood Investment Partners LLC with notifications on news.