Sellwood Investment Partners LLC Portfolio Holdings
Q3 2025•107 long positions•$251.2M portfolio value
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Holding107 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $45.8M 18.21% | +$28.2K Bought | — 74.7K shares | 74.7K → 74.7K +$28.2K | +0.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $38.7M 15.41% | -$853.7K Sold | — 327.0K shares | 334.2K → 327.0K −$853.7K | -2.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.7M 8.24% | +$76.4K Bought | — 508.7K shares | 506.9K → 508.7K +$76.4K | +0.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $19.1M 7.61% | +$275.4K Bought | — 275.5K shares | 271.5K → 275.5K +$275.4K | +1.46% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $18.3M 7.28% | +$1.1M Bought | — 361.2K shares | 339.4K → 361.2K +$1.1M | +6.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.7M 6.25% | -$509.9K Sold | — 597.2K shares | 616.6K → 597.2K −$509.9K | -3.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.9M 5.13% | +$940.7K Bought | — 175.4K shares | 162.6K → 175.4K +$940.7K | +7.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.4M 3.73% | +$813.6K Bought | — 156.0K shares | 142.5K → 156.0K +$813.6K | +9.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.4M 3.35% | +$273.4K Bought | — 122.8K shares | 118.8K → 122.8K +$273.4K | +3.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.4M 2.94% | +$283.9K Bought | — 95.3K shares | 91.6K → 95.3K +$283.9K | +3.99% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 2.31% | +$5.1M Bought | — 73.7K shares | 9.2K → 73.7K +$5.1M | +697.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 2.19% | +$5.5M New | — 54.8K shares | 0 → 54.8K +$5.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.0M 2.0% | +$154.0K Bought | — 71.1K shares | 68.9K → 71.1K +$154.0K | +3.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 1.45% | +$2.8M Bought | — 49.0K shares | 11.9K → 49.0K +$2.8M | +310.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.19% | +$2.1M Bought | — 9.1K shares | 2.7K → 9.1K +$2.1M | +232.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.16% | +$225.5K Bought | — 58.1K shares | 53.6K → 58.1K +$225.5K | +8.4% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.11% | +$2.8M New | — 20.2K shares | 0 → 20.2K +$2.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 1.03% | +$2.6M New | — 44.2K shares | 0 → 44.2K +$2.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 1.03% | +$1.2M Bought | — 106.1K shares | 55.5K → 106.1K +$1.2M | +91.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.98% | +$2.5M New | — 11.8K shares | 0 → 11.8K +$2.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.4M 0.973% | — | — 6.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.693% | +$96.3K Bought | — 41.0K shares | 38.7K → 41.0K +$96.3K | +5.85% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $1.5M 0.6% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 0.6% | +$106.5K Bought | — 14.6K shares | 13.6K → 14.6K +$106.5K | +7.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.579% | — | — 7.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.497% | -$228.9K Sold | — 9.1K shares | 10.7K → 9.1K −$228.9K | -15.49% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.462% | +$1.0M Bought | — 4.0K shares | 448.0 → 4.0K +$1.0M | +781.92% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.419% | +$32.0K Bought | — 41.9K shares | 40.6K → 41.9K +$32.0K | +3.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $943.2K 0.375% | +$87.7K Bought | — 19.4K shares | 17.6K → 19.4K +$87.7K | +10.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $813.1K 0.324% | +$8.6K Bought | — 8.1K shares | 8.0K → 8.1K +$8.6K | +1.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $624.0K 0.248% | +$33.1K Bought | — 15.2K shares | 14.4K → 15.2K +$33.1K | +5.6% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $577.5K 0.23% | +$95.7K Bought | — 17.9K shares | 14.9K → 17.9K +$95.7K | +19.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $432.0K 0.172% | -$11.1K Sold | — 5.3K shares | 5.5K → 5.3K −$11.1K | -2.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $367.8K 0.146% | -$14.9K Sold | — 6.9K shares | 7.2K → 6.9K −$14.9K | -3.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $315.7K 0.126% | +$17.4K Bought | — 7.7K shares | 7.3K → 7.7K +$17.4K | +5.83% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $259.9K 0.103% | +$20.6K Bought | 0.0% 517.0 shares | 476.0 → 517.0 +$20.6K | +8.61% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Apparel - Footwear & Accessories Consumer Cyclical | $237.6K 0.095% | +$217.0K Bought | 0.0% 3.4K shares | 296.0 → 3.4K +$217.0K | +1,051.35% | $102.98B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $223.8K 0.089% | +$12.4K Bought | — 2.4K shares | 2.3K → 2.4K +$12.4K | +5.88% | — — | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $207.5K 0.083% | +$207.5K New | 0.0% 601.0 shares | 0 → 601.0 +$207.5K | New | $312.73B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $153.6K 0.061% | -$26.7K Sold | — 328.0 shares | 385.0 → 328.0 −$26.7K | -14.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $134.4K 0.053% | — | — 660.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $114.9K 0.046% | — | — 616.0 shares | — | — | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $90.8K 0.036% | +$90.8K Bought | 0.0% 373.0 shares | — | — | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Communication Equipment Technology | $77.0K 0.031% | +$77.0K New | 0.0% 1.1K shares | 0 → 1.1K +$77.0K | New | $270.48B Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $63.4K 0.025% | +$63.4K New | 0.0% 261.0 shares | 0 → 261.0 +$63.4K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $62.4K 0.025% | +$46.2K Bought | 0.0% 154.0 shares | 40.0 → 154.0 +$46.2K | +285.0% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $60.1K 0.024% | — | 0.0% 387.0 shares | — | — | $312.88B Mega Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $56.4K 0.022% | +$56.4K New | 0.0% 200.0 shares | 0 → 200.0 +$56.4K | New | $151.93B Large Cap | Q3 2025 Held for 2 months | |
Medical - Healthcare Information Services Healthcare | $52.1K 0.021% | — | 0.001% 550.0 shares | — | — | $8.2B Mid Cap | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $51.9K 0.021% | +$51.9K Bought | 0.0% 152.0 shares | — | — | $662.60B Mega Cap | Q3 2025 Held for 2 months |
