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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 $172,491,971
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 44,727 $9,541,645 5.53%
2.
Abbvie Inc.
 ABBV 56,571 $8,766,808 5.08%
3.
Microsoft Corp
 MSFT 22,831 $8,585,248 4.97%
4.
Apple Inc.
 AAPL 44,114 $8,493,288 4.92%
5.
Abbott Laboratories
 ABT 69,185 $7,615,160 4.41%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)