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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 $255,471,750
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 67,051 $14,582,922 5.71%
2.
Alphabet Inc.
 GOOGL 49,042 $14,102,604 5.52%
3.
Apple Inc.
 AAPL 50,813 $12,895,927 5.05%
4.
Vanguard Index Fds - SMALL CP ETF
 42,156 $11,041,601 4.32%
5.
Vanguard Index Fds - S&P 500 ETF SHS
 17,842 $10,661,766 4.17%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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