Agate Pass Investment Management, LLC: 13F holdings

CIK 19004092026Q2

Positions109
Reported value$271.2m
Filed2026-07-08

Top 10 holdings

SecuritySharesValueWeight
GOOGL ALPHABET INC43,706$15.6m5.8%
AAPL APPLE INC47,267$13.7m5.0%
ABBV ABBVIE INC54,306$13.7m5.0%
VOO VANGUARD INDEX FDS19,071$13.1m4.8%
VB VANGUARD INDEX FDS41,287$12.5m4.6%
VUG VANGUARD INDEX FDS113,467$9.8m3.6%
MSFT MICROSOFT CORP25,850$9.6m3.6%
VEU VANGUARD INTL EQUITY INDEX F99,457$8.3m3.1%
JPM JPMORGAN CHASE & CO23,958$7.8m2.9%
AMZN AMAZON COM INC29,602$7.1m2.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1900409")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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