Agate Pass Investment Management, LLC has filed its 13F form on April 04, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $14.3M, Apple Inc. with a value of $10.6M, Vanguard Small Cap ETF with a value of $9.89M, Abbott Laboratories with a value of $9.19M, and Microsoft Corp with a value of $9.13M.
Examining the 13F form we can see an increase of $12.8M in the current position value, from $215M to 228M.
Agate Pass Investment Management, LLC is based out at Bainbridge Island, WA
Below you can find more details about Agate Pass Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$228 Million
ETFs: $66.5 Million
Healthcare: $38.7 Million
Technology: $37.7 Million
Financial Services: $25.4 Million
Industrials: $12.4 Million
Communication Services: $11.1 Million
Consumer Defensive: $9.97 Million
Consumer Cyclical: $9.67 Million
Other: $16.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
