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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 $233,751,862
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Abbvie Inc.
 ABBV 68,086 $14,265,379 6.1%
2.
Apple Inc.
 AAPL 47,498 $10,550,833 4.51%
3.
Vanguard Index Fds - SMALL CP ETF
 44,633 $9,897,354 4.23%
4.
Abbott Laboratories
 ABT 69,262 $9,187,618 3.93%
5.
Microsoft Corp
 MSFT 24,317 $9,128,173 3.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)