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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 $269,173,248
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 51,598 $16,150,256 6%
2.
Abbvie Inc.
 ABBV 67,223 $15,359,783 5.71%
3.
Apple Inc.
 AAPL 51,661 $14,044,505 5.22%
4.
Microsoft Corp
 MSFT 27,036 $13,075,040 4.86%
5.
Vanguard Index Fds - SMALL CP ETF
 42,875 $11,059,700 4.11%
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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