Agate Pass Investment Management, LLC Incresed Positions in Q2 2025

Agate Pass Investment Management, LLC

  • $237 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
16.3K
+ 223.79%
$167.32 - $223.3 $2.74M - $3.65M
23.7K $5.19M
ORCL
Oracle Corp

Technology
8.44K
+ 35.99%
$122.82 - $218.63 $1.04M - $1.85M
31.9K $6.97M
MSFT
Microsoft Corp

Technology
956
+ 3.93%
$354.56 - $497.45 $339K - $476K
25.3K $12.6M
GOOGL
Alphabet Inc.

Communication Services
287
+ 0.55%
$144.7 - $178.6 $41.5K - $51.3K
52.1K $9.18M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.41K
+ 1.42%
$54.19 - $67.22 $76.6K - $95K
101K $6.79M
CRM
Salesforce, Inc.

Technology
2.44K
+ 28.39%
$236.26 - $291.15 $576K - $710K
11K $3.01M
DIS
Walt Disney CO

Communication Services
2.49K
+ 18.41%
$81.72 - $124.01 $203K - $308K
16K $1.98M
XLK
Technology Sector Spdr

ETFs
61
+ 0.51%
$179.73 - $253.23 $11K - $15.4K
12.1K $3.06M
COST
Costco Wholesale Corp

Consumer Defensive
419
+ 16.68%
$908.13 - $1056.85 $381K - $443K
2.93K $2.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
239
+ 3.69%
$456.74 - $568.03 $109K - $136K
6.71K $3.81M
AMAT
Applied Materials Inc

Technology
180
+ 2.8%
$126.95 - $183.52 $22.9K - $33K
6.62K $1.21M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.53K
+ 4.79%
$77.94 - $79.5 $119K - $122K
33.5K $2.66M
XLP
Consumer Staples Sector Spdr

ETFs
925
+ 18.05%
N/A
6.05K $460K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
408
+ 10.93%
$483.48 - $539.8 $197K - $220K
4.14K $2.01M
VIG
Vanguard Dividend Appreciation

ETFs
270
+ 6.08%
N/A
4.71K $857K
NVO
Novo Nordisk A S

Healthcare
650
+ 8.53%
$58.08 - $81.05 $37.8K - $52.7K
8.27K $570K
VCIT
Vanguard Intermediate Term Cor

ETFs
163
+ 0.85%
$79.56 - $82.92 $13K - $13.5K
19.4K $1.61M
V
Visa Inc.

Financial Services
35
+ 0.66%
$308.27 - $373.31 $10.8K - $13.1K
5.31K $1.88M
FISV
Fiserv Inc

Technology
128
+ 0.64%
N/A
20.1K $2.51M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
92
+ 0.94%
$50.36 - $50.68 $4.63K - $4.66K
9.9K $501K
Linde PLC
10
+ 0.51%
N/A
1.96K $0
SBUX
Starbucks Corp

Consumer Cyclical
150
+ 4.51%
$79.69 - $99.41 $12K - $14.9K
3.47K $318K
UNH
Unitedhealth Group Inc

Healthcare
1.07K
+ 63.2%
$274.35 - $599.47 $293K - $640K
2.76K $860K
AFL
Aflac Inc

Financial Services
250
+ 2.07%
$99.77 - $112.45 $24.9K - $28.1K
12.4K $1.3M
XLV
Select Sector Spdr Fund Health

ETFs
61
+ 0.95%
$128.77 - $144.3 $7.85K - $8.8K
6.45K $869K
PLD
Prologis, Inc.

Real Estate
705
+ 3.61%
$89.76 - $112.34 $63.3K - $79.2K
20.2K $2.13M
AMGN
Amgen Inc

Healthcare
20
+ 0.56%
$262.28 - $309.85 $5.25K - $6.2K
3.62K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
115
+ 0.65%
$157.66 - $172.39 $18.1K - $19.8K
17.9K $2.85M
CVX
Chevron Corp

Energy
14
+ 0.12%
$133.73 - $168.51 $1.87K - $2.36K
12K $1.72M
AAPL
Apple Inc.

Technology
1.5K
+ 3.15%
$172.42 - $223.89 $258K - $335K
49K $10.1M
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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