Portfolio (Quarterly) Guide ↗

Sellwood Investment Partners LLC

· CIK 0001763958

13F Portfolio $254M AUM 59 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 16 Added 10 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WFC	WELLS FARGO & CO	Financial Services	105	$10K	0.00%	SOLD

Sector Allocation

Communication Services 33.0%

Energy 20.0%

Healthcare 15.4%

Industrials 11.5%

Consumer Cyclical 6.3%

Financial Services 6.1%

Consumer Defensive 4.6%

Basic Materials 3.1%