Agate Pass Investment Management, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $258 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Abb Vie Inc. with a value of $15.6M, Microsoft Corp with a value of $13.6M, Apple Inc. with a value of $13.1M, Alphabet Inc. with a value of $12.8M, and Vanguard Small Cap ETF with a value of $10.7M.
Examining the 13F form we can see an increase of $20.8M in the current position value, from $237M to 258M.
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
$258 Million
ETFs: $72.7 Million
Technology: $50.7 Million
Healthcare: $38.3 Million
Financial Services: $27.5 Million
Communication Services: $17.5 Million
Consumer Cyclical: $14.1 Million
Industrials: $12.8 Million
Consumer Defensive: $9.53 Million
Other: $15 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
