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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 $271,223,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 43,706 $15,619,035 5.76%
2.
Apple Inc.
 AAPL 47,267 $13,677,163 5.04%
3.
Abbvie Inc.
 ABBV 54,306 $13,665,562 5.04%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 19,071 $13,098,013 4.83%
5.
Vanguard Index Fds - SMALL CP ETF
 41,287 $12,514,946 4.61%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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