Sellwood Investment Partners LLC

13F filer · CIK 0001763958

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$284MU.S. long equity reported on 13F

Positions141 new · 2 closed

Net flow last quarter+$396KBuys minus sells

Top 10 positions weight2.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202614 positions
BSVNBank7 Corp.	$3.54M	1.25%	0.48%	+0.2%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.5M	0.53%	Not reported	Not reported	Q2 2025
VIAVia Transportation, Inc.	$436K	0.15%	0.19%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$238K	0.08%	Not reported	-7.9%	Q4 2024
GOOGLAlphabet Inc.	$93.3K	0.03%	0.00%	Not reported	Q3 2025
GOOGAlphabet Inc.	$92.2K	0.03%	Not reported	Not reported	Q4 2024
CATCaterpillar Inc	$78.8K	0.03%	0.00%	Not reported	Q3 2025
CVXChevron Corp	$64.1K	0.02%	0.00%	Not reported	Q2 2025
HQYHealthequity, Inc.	$49.7K	0.02%	0.00%	Not reported	Q2 2025
VVisa Inc.	$31.2K	0.01%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$25.7K	0.01%	0.00%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$19.6K	0.01%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$14.1K	0.00%	0.00%	Not reported	Q4 2024
NKENIKE, Inc.	$12.2K	0.00%	0.00%	Not reported	Q4 2024
Q1 2026Reported Apr 23, 202615 positions
BSVNBank7 Corp.	$3.55M	1.40%	0.48%	-0.7%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.44M	0.57%	Not reported	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$248K	0.10%	Not reported	Not reported	Q4 2024
CVXChevron Corp	$80.1K	0.03%	0.00%	Not reported	Q2 2025
GOOGLAlphabet Inc.	$75.1K	0.03%	0.00%	Not reported	Q3 2025
GOOGAlphabet Inc.	$74.9K	0.03%	Not reported	Not reported	Q4 2024
CATCaterpillar Inc	$52.4K	0.02%	0.00%	Not reported	Q3 2025
HQYHealthequity, Inc.	$46K	0.02%	0.00%	Not reported	Q2 2025
VVisa Inc.	$27.5K	0.01%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$24.1K	0.01%	0.00%	Not reported	Q2 2025
COSTCostco Wholesale Corp	$20.9K	0.01%	0.00%	Not reported	Q4 2024
NKENIKE, Inc.	$15.6K	0.01%	0.00%	Not reported	Q4 2024
LINLinde PLC	$13.9K	0.01%	0.00%	Not reported	Q3 2025
HDHome Depot, Inc.	$13.2K	0.01%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$10.5K	0.00%	0.00%	Not reported	Q3 2025
Q4 2025Reported Jan 26, 202616 positions
BSVNBank7 Corp.	$3.6M	1.40%	0.48%	-38.0%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.59%	Not reported	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$260K	0.10%	Not reported	Not reported	Q4 2024
GOOGAlphabet Inc.	$81.9K	0.03%	Not reported	-30.0%	Q4 2024
GOOGLAlphabet Inc.	$81.7K	0.03%	0.00%	Not reported	Q3 2025
CVXChevron Corp	$59K	0.02%	0.00%	Not reported	Q2 2025
HQYHealthequity, Inc.	$50.4K	0.02%	0.00%	Not reported	Q2 2025
CATCaterpillar Inc	$42.4K	0.02%	0.00%	Not reported	Q3 2025
VVisa Inc.	$31.9K	0.01%	0.00%	-40.1%	Q4 2024
MRKMerck & Co., Inc.	$21.1K	0.01%	0.00%	-7.0%	Q2 2025
NKENIKE, Inc.	$18.9K	0.01%	0.00%	-91.3%	Q4 2024
COSTCostco Wholesale Corp	$18.1K	0.01%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$13.8K	0.01%	0.00%	-74.0%	Q4 2024
LINLinde PLC	$11.9K	0.00%	0.00%	-17.7%	Q3 2025
WFCWells Fargo & Company	$9.79K	0.00%	0.00%	Not reported	Q3 2025
XOMExxonMobil Holdings Corp	$7.46K	0.00%	0.00%	Not reported	Q3 2025
Q3 2025Reported Oct 30, 202563 positions
BSVNBank7 Corp.	$5.81M	2.31%	0.78%	+697.1%	Q4 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.60%	Not reported	Not reported	Q2 2025
BRK.BBerkshire Hathaway Inc	$260K	0.10%	Not reported	+8.6%	Q4 2024
NKENIKE, Inc.	$238K	0.09%	0.00%	+1051.4%	Q4 2024
UNHUnitedhealth Group Inc	$208K	0.08%	0.00%	New	Q3 2025
GOOGAlphabet Inc.	$90.8K	0.04%	Not reported	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$77K	0.03%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$63.4K	0.03%	0.00%	New	Q3 2025
HDHome Depot, Inc.	$62.4K	0.02%	0.00%	+285.0%	Q4 2024
CVXChevron Corp	$60.1K	0.02%	0.00%	Not reported	Q2 2025
AMGNAmgen Inc	$56.4K	0.02%	0.00%	New	Q3 2025
HQYHealthequity, Inc.	$52.1K	0.02%	0.00%	Not reported	Q2 2025
VVisa Inc.	$51.9K	0.02%	0.00%	Not reported	Q4 2024
NVDANvidia Corp	$50.4K	0.02%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$49.2K	0.02%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$35.3K	0.01%	0.00%	New	Q3 2025
AAPLApple Inc.	$34.4K	0.01%	0.00%	+110.9%	Q4 2024
IBMInternational Business Machines Corp	$28.2K	0.01%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$27K	0.01%	0.00%	Not reported	Q4 2024
COLMColumbia Sportswear Co	$25.8K	0.01%	0.00%	New	Q3 2025
MDTMedtronic plc	$20.6K	0.01%	0.00%	New	Q3 2025
METAMeta Platforms, Inc.	$20.6K	0.01%	Not reported	New	Q3 2025
COSTCostco Wholesale Corp	$19.4K	0.01%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$18K	0.01%	0.00%	+7.5%	Q2 2025
LINLinde PLC	$16.2K	0.01%	0.00%	New	Q3 2025
GISGeneral Mills Inc	$10.1K	0.00%	0.00%	New	Q3 2025
WFCWells Fargo & Company	$8.8K	0.00%	0.00%	New	Q3 2025
PGPROCTER & GAMBLE Co	$7.84K	0.00%	0.00%	New	Q3 2025
UNPUnion Pacific Corp	$7.8K	0.00%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$6.99K	0.00%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$6.12K	0.00%	0.00%	New	Q3 2025
INTCIntel Corp	$5.07K	0.00%	0.00%	New	Q3 2025
JPMJPMorgan Chase & Co	$4.1K	0.00%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$3.41K	0.00%	0.00%	New	Q3 2025
AVGOBroadcom Inc.	$3.3K	0.00%	0.00%	Not reported	Q4 2024
PYPLPayPal Holdings, Inc.	$3.22K	0.00%	0.00%	New	Q3 2025
MSIMotorola Solutions, Inc.	$3.2K	0.00%	0.00%	New	Q3 2025
CDNSCadence Design Systems Inc	$3.16K	0.00%	0.00%	New	Q3 2025
CRHCRH Public Ltd Co	$3K	0.00%	0.00%	New	Q3 2025
NOWServiceNow, Inc.	$2.76K	0.00%	0.00%	New	Q3 2025
ADPAutomatic Data Processing Inc	$2.64K	0.00%	0.00%	New	Q3 2025
BACBank of America Corp	$2.63K	0.00%	0.00%	New	Q3 2025
KOCoca Cola Co	$2.52K	0.00%	0.00%	New	Q3 2025
ABBVAbbVie Inc.	$2.32K	0.00%	0.00%	New	Q3 2025
USFDUS Foods Holding Corp.	$2.3K	0.00%	0.00%	New	Q3 2025
LOWLowes Companies Inc	$2.26K	0.00%	0.00%	New	Q3 2025
PWRQuanta Services, Inc.	$2.07K	0.00%	0.00%	New	Q3 2025
CMGChipotle Mexican Grill Inc	$1.96K	0.00%	0.00%	New	Q3 2025
KEYSKeysight Technologies, Inc.	$1.75K	0.00%	0.00%	New	Q3 2025
METMetlife Inc	$1.65K	0.00%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed