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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 $262,825,579
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 67,375 $15,600,008 5.94%
2.
Microsoft Corp
 MSFT 26,172 $13,555,738 5.16%
3.
Apple Inc.
 AAPL 51,259 $13,052,026 4.97%
4.
Alphabet Inc.
 GOOGL 52,730 $12,818,687 4.88%
5.
Vanguard Index Fds - SMALL CP ETF
 41,960 $10,669,712 4.06%
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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