Agate Pass Investment Management, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $215 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $11.7M, Apple Inc. with a value of $11.7M, Abb Vie Inc. with a value of $11.5M, Microsoft Corp with a value of $10M, and Alphabet Inc. with a value of $9.08M.
Examining the 13F form we can see an increase of $21M in the current position value, from $194M to 215M.
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
$215 Million
ETFs: $66.2 Million
Technology: $38.7 Million
Healthcare: $31.8 Million
Financial Services: $21.6 Million
Communication Services: $12.3 Million
Industrials: $12.1 Million
Consumer Cyclical: $9.9 Million
Consumer Defensive: $9.32 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
