Agate Pass Investment Management, LLC - Portfolio overview

Agate Pass Investment Management, LLC has 109 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. ABBV - ABBVIE INC, 5.64%
2. GOOGL - ALPHABET INC, 5.45%
3. AAPL - APPLE INC, 4.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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