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Home > Institutional Investor > Agate Pass Investment Management, Llc > Profile

Instuitional Investor - Agate Pass Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Agate Pass Investment Management, Llc
Portfolio Value $243,523,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 68,086 $12,638,123 5.19%
2.
Microsoft Corp
 MSFT 25,273 $12,570,899 5.16%
3.
Vanguard Index Fds - SMALL CP ETF
 42,427 $10,054,331 4.13%
4.
Apple Inc.
 AAPL 48,995 $10,052,240 4.13%
5.
Alphabet Inc.
 GOOGL 52,085 $9,178,929 3.77%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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