Agate Pass Investment Management, LLC: 13F holdings
CIK 19004092026Q2
| Positions | 109 |
|---|
| Reported value | $271.2m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 109 (+4 vs prior quarter) |
|---|
| Reported value | $271.2m (+6.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOGL ALPHABET INC | 43,706 | $15.6m | 5.8% |
| AAPL APPLE INC | 47,267 | $13.7m | 5.0% |
| ABBV ABBVIE INC | 54,306 | $13.7m | 5.0% |
| VOO VANGUARD INDEX FDS | 19,071 | $13.1m | 4.8% |
| VB VANGUARD INDEX FDS | 41,287 | $12.5m | 4.6% |
| VUG VANGUARD INDEX FDS | 113,467 | $9.8m | 3.6% |
| MSFT MICROSOFT CORP | 25,850 | $9.6m | 3.6% |
| VEU VANGUARD INTL EQUITY INDEX F | 99,457 | $8.3m | 3.1% |
| JPM JPMORGAN CHASE & CO | 23,958 | $7.8m | 2.9% |
| AMZN AMAZON COM INC | 29,602 | $7.1m | 2.6% |
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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