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Sellwood Investment Partners LLC Last Quarter Change: USA Stocks, Unchanged

Sellwood Investment Partners LLC quarter change: USA Stocks, Unchanged

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sellwood Investment Partners LLC opened 1 positions, added to 0, reduced 1, sold out of 2 and left 10 unchanged. The largest increase in value was VIA (+$436,213); the largest decrease was CVX (-$15,921).

  • CAT: Country of operation United States; Class COM; Shares 2026-03-31 74; Shares 2026-06-30 74.
  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 261; Shares 2026-06-30 261.
  • GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 261; Shares 2026-06-30 261.
  • CVX: Country of operation United States; Class COM; Shares 2026-03-31 387; Shares 2026-06-30 387.

Two Form 13F-HR filings compared (SEC CIK 1763958): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CAT
CATERPILLAR INC
United StatesCOM74740$52,426$78,803+$26,377
GOOGL
ALPHABET INC
United StatesCAP STK CL A2612610$75,053$93,274+$18,221
GOOG
ALPHABET INC
United StatesCAP STK CL C2612610$74,870$92,219+$17,349
CVX
CHEVRON CORP NEW
United StatesCOM3873870$80,070$64,149-$15,921
V
VISA INC
United StatesCOM CL A91910$27,504$31,221+$3,717
HQY
HEALTHEQUITY INC
United StatesCOM5505500$45,964$49,676+$3,712
NKE
NIKE INC
United StatesCL B2962960$15,635$12,151-$3,484
MRK
MERCK & CO INC
United StatesCOM2002000$24,058$25,700+$1,642
COST
COSTCO WHSL CORP NEW
United StatesCOM21210$20,925$19,645-$1,280
HD
HOME DEPOT INC
United StatesCOM40400$13,156$14,107+$951

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