Agate Pass Investment Management, LLC

Est. AUM

$255.5M

13F long equity, this entity only

Positions

105

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ABBVIE INC	COM	$14.6M	67051	5.71%	SOLE
2	ALPHABET INC	CAP STK CL A	$14.1M	49042	5.52%	SOLE
3	APPLE INC	COM	$12.9M	50813	5.05%	SOLE
4	VANGUARD INDEX FDS	SMALL CP ETF	$11.0M	42156	4.32%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.7M	17842	4.17%	SOLE
6	MICROSOFT CORP	COM	$10.0M	27060	3.92%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$9.5M	21777	3.72%	SOLE
8	JPMORGAN CHASE & CO.	COM	$7.8M	26471	3.05%	SOLE
9	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.6M	101740	2.99%	SOLE
10	JOHNSON & JOHNSON	COM	$6.7M	27322	2.61%	SOLE
11	AMAZON COM INC	COM	$6.3M	30473	2.48%	SOLE
12	ABBOTT LABS	COM	$5.1M	49878	2.00%	SOLE
13	CISCO SYS INC	COM	$4.9M	63024	1.91%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.6M	34311	1.78%	SOLE
15	ISHARES TR	ISHS 5-10YR INVT	$4.5M	84010	1.75%	SOLE
16	RTX CORPORATION	COM	$4.3M	22281	1.68%	SOLE
17	ISHARES TR	ULTRA SHORT DUR	$4.3M	84625	1.68%	SOLE
18	ISHARES TR	ISHS 1-5YR INVS	$4.0M	76757	1.58%	SOLE
19	ALPHABET INC	CAP STK CL C	$3.5M	12065	1.35%	SOLE
20	MASTERCARD INCORPORATED	CL A	$3.4M	6874	1.34%	SOLE
21	PEPSICO INC	COM	$3.3M	21534	1.31%	SOLE
22	HUBBELL INC	COM	$3.2M	6539	1.26%	SOLE
23	COSTCO WHSL CORP NEW	COM	$3.2M	3208	1.25%	SOLE
24	LOWES COS INC	COM	$3.0M	12826	1.19%	SOLE
25	CHEVRON CORP NEW	COM	$3.0M	14308	1.16%	SOLE
26	EXXON MOBIL CORP	COM	$2.9M	17090	1.14%	SOLE
27	CORPAY INC	COM SHS	$2.8M	9452	1.08%	SOLE
28	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.7M	34605	1.07%	SOLE
29	PROLOGIS INC.	COM	$2.7M	20713	1.07%	SOLE
30	APPLIED MATLS INC	COM	$2.5M	7424	0.99%	SOLE
31	BANK NEW YORK MELLON CORP	COM	$2.5M	21240	0.99%	SOLE
32	DANAHER CORPORATION	COM	$2.5M	13166	0.98%	SOLE
33	TEXAS INSTRS INC	COM	$2.4M	12555	0.95%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.3M	4710	0.88%	SOLE
35	SPDR S&P 500 ETF TR	TR UNIT	$2.2M	3437	0.87%	SOLE
36	PROCTER AND GAMBLE CO	COM	$2.2M	15288	0.86%	SOLE
37	BERKLEY W R CORP	COM	$2.2M	33247	0.86%	SOLE
38	ENBRIDGE INC	COM	$2.0M	37605	0.80%	SOLE
39	ORACLE CORP	COM	$2.0M	13836	0.80%	SOLE
40	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.9M	60320	0.72%	SOLE
41	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.8M	22105	0.72%	SOLE
42	AIR PRODS & CHEMS INC	COM	$1.8M	6211	0.71%	SOLE
43	INTERNATIONAL BUSINESS MACHS	COM	$1.8M	7393	0.70%	SOLE
44	TRAVELERS COMPANIES INC	COM	$1.8M	6025	0.69%	SOLE
45	WELLTOWER INC	COM	$1.7M	8785	0.68%	SOLE
46	VISA INC	COM CL A	$1.7M	5655	0.67%	SOLE
47	AUTOMATIC DATA PROCESSING IN	COM	$1.7M	8393	0.67%	SOLE
48	MEDTRONIC PLC	SHS	$1.6M	18065	0.61%	SOLE
49	ROCKWELL AUTOMATION INC	COM	$1.5M	4280	0.60%	SOLE
50	NOVARTIS AG	SPONSORED ADR	$1.5M	9950	0.59%	SOLE

1–50 of 105

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.