Sellwood Investment Partners LLC reported 14 positions worth $2.95M for the quarter ended Sep 30, 2026, up 11.2% on the prior quarter. It opened 1 new position, added to 0, trimmed 0 and exited 0. Its largest holding is Berkshire Hathaway Inc at 50.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +68 | – | $22.64K | 0.767% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AAPL Apple Inc. | +68 | $22.64K | 0.767% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.49M | 50.64% | 0 | 0.0% | Unchanged | 0% |
| 2 | VIA Via Transportation, Inc. | Technology | 24.0K | $727.42K | 24.66% | 0 | 0.0% | Unchanged | 0.03% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 476 | $237.02K | 8.03% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 261 | $89.81K | 3.04% | 0 | 0.0% | Unchanged | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 261 | $88.93K | 3.01% | 0 | 0.0% | Unchanged | 0% |
| 6 | CVX Chevron Corp | Energy | 387 | $79.03K | 2.68% | 0 | 0.0% | Unchanged | 0% |
| 7 | CAT Caterpillar Inc | Industrials | 74 | $60.00K | 2.03% | 0 | 0.0% | Unchanged | 0% |
| 8 | HQY Healthequity, Inc. | Financial Services | 550 | $48.65K | 1.65% | 0 | 0.0% | Unchanged | 0% |
| 9 | V Visa Inc. | Financial Services | 91 | $32.70K | 1.11% | 0 | 0.0% | Unchanged | 0% |
| 10 | MRK Merck & Co., Inc. | Healthcare | 200 | $29.06K | 0.985% | 0 | 0.0% | Unchanged | 0% |
| 11 | AAPL Apple Inc. | Technology | 68 | $22.64K | 0.767% | +68 | – | New | 0% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 21 | $19.12K | 0.648% | 0 | 0.0% | Unchanged | 0% |
| 13 | HD Home Depot, Inc. | Consumer Discretionary | 40 | $11.38K | 0.386% | 0 | 0.0% | Unchanged | 0% |
| 14 | NKE NIKE, Inc. | Consumer Discretionary | 296 | $10.48K | 0.355% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Sellwood Investment Partners.
As of its Q3 2026 13F filing, Sellwood Investment Partners LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 50.6%, Via Transportation, Inc. (VIA) at 24.7%, Berkshire Hathaway Inc (BRK-B) at 8.0%, Alphabet Inc. (GOOGL) at 3.0%, Alphabet Inc. (GOOG) at 3.0% of the reported portfolio.
Sellwood Investment Partners LLC reported a 13F portfolio worth $2.95M across 14 positions for Q3 2026. That is up 11.2% from the previous quarter.
Its largest purchases by value were Apple Inc. ($22.64K). It opened 1 new positions.
From the Form 13F-HR reports Sellwood Investment Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.