Sellwood Investment Partners LLC has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing indicates a total value of approximately $279.26 million, showcasing the firm’s strategic investments in various sectors.

This update is significant as it provides insight into Sellwood's investment strategies and positions in the market. Notably, the report highlights substantial holdings in major companies, including Berkshire Hathaway and Apple, which reflects a preference for established, large-cap stocks.

Background

Sellwood Investment Partners LLC is a private investment firm based in Portland, Oregon. The firm operates under the SEC's jurisdiction and is categorized as an "other" entity type. The company has been active in filing various reports, including its recent 13F-HR on November 3, 2026, and prior filings that demonstrate its ongoing investment activities.

What the Filing Says

The filing reveals that Sellwood Investment Partners holds a total of 59 positions, with a reported value of $279,262,544. The firm’s Chief Compliance Officer, Ashlee Moehring, signed the document, confirming its accuracy and compliance with SEC regulations.

Impact

This report may affect the investment community, particularly those monitoring large-cap stock movements and trends. Investors and analysts will likely scrutinize Sellwood's choices to gauge market sentiment and potential shifts in investment strategies among similar firms.

What's Next

The filing does not specify what happens next regarding the firm’s investment strategies or future filings. However, continued monitoring of Sellwood's activities could provide further insights into its performance and market positioning.