Agate Pass Investment Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD SCOTTSDALE FDS | $2.90M | 1.1% |
| COSTCO WHOLESALE CORP /NEW | $2.76M | 1.0% |
| Corpay Inc | $2.76M | 1.0% |
| Prologis Inc | $2.64M | 1.0% |
| AUTOMATIC DATA PROCESSING INC | $2.53M | 0.9% |
| Bank of New York Mellon Corp/The | $2.47M | 0.9% |
| W. R. Berkley Corporation | $2.46M | 0.9% |
| TEXAS INSTRUMENTS INC | $2.38M | 0.9% |
| SPDR S&P 500 ETF TR | $2.38M | 0.9% |
| Warren E. Buffett | $2.38M | 0.9% |
| Salesforce Inc | $2.25M | 0.8% |
| CHEVRON CORP | $2.21M | 0.8% |
| PROCTER & GAMBLE Co | $2.19M | 0.8% |
| INTERNATIONAL BUSINESS MACHINES CORP | $2.19M | 0.8% |
| EXXON MOBIL CORP | $2.10M | 0.8% |
| Visa Inc | $1.97M | 0.7% |
| APPLIED MATERIALS INC /DE | $1.86M | 0.7% |
| ENBRIDGE INC | $1.82M | 0.7% |
| Medtronic plc | $1.80M | 0.7% |
| Walt Disney Co | $1.75M | 0.7% |
| TRAVELERS COMPANIES, INC. | $1.75M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $1.67M | 0.6% |
| Rockwell Automation Inc | $1.67M | 0.6% |
| SCHWAB STRATEGIC TR | $1.66M | 0.6% |
| Welltower, Inc. | $1.63M | 0.6% |