Portfolio (Quarterly) Guide ↗

Sellwood Investment Partners LLC

· CIK 0001763958

13F Portfolio $284M AUM 59 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 21 Added 14 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LIN	LINDE PLC F	Basic Materials	28	$14K	0.01%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	62	$11K	0.00%	SOLD

Sector Allocation

Technology 52.9%

Communication Services 11.3%

Industrials 9.6%

Healthcare 9.1%

Energy 7.8%

Financial Services 3.8%

Consumer Cyclical 3.2%

Consumer Defensive 2.4%