Institutions / Agate Pass Investment Management, LLC
Agate Pass Investment Management, LLC
CIK 1900409 · Institution · as of Dec 31, 2025
Portfolio value
$269.17M
Positions
106
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 106 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $16.15M | 6.0% |
| AbbVie Inc. | $15.36M | 5.7% |
| Apple Inc. | $14.04M | 5.2% |
| Microsoft Corp | $13.08M | 4.9% |
| Vanguard Index Fds | $11.06M | 4.1% |
| Vanguard Index Fds | $10.85M | 4.0% |
| JPMorgan Chase & Co | $8.65M | 3.2% |
| Abbott Laboratories | $7.71M | 2.9% |
| Vanguard Intl Equity Index F | $7.56M | 2.8% |
| Amazon.com Inc | $7.02M | 2.6% |
| Vanguard Index Fds | $6.35M | 2.4% |
| Oracle Corp | $6.24M | 2.3% |
| Johnson & Johnson | $5.77M | 2.1% |
| Cisco Systems, Inc. | $5.12M | 1.9% |
| iShares Tr | $4.29M | 1.6% |
| RTX Corp | $4.21M | 1.6% |
| Select Sector SPDR Tr | $4.16M | 1.5% |
| iShares Tr | $4.12M | 1.5% |
| iShares Tr | $3.95M | 1.5% |
| Mastercard Inc | $3.93M | 1.5% |
| Alphabet Inc. | $3.83M | 1.4% |
| Pepsico Inc | $3.21M | 1.2% |
| Lowes Companies Inc | $3.12M | 1.2% |
| Danaher Corp /De | $3.12M | 1.2% |
| Hubbell Inc | $2.97M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.