StockDriftsStockDriftsTop 50 Agate Pass Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | 5.71% | 67.1K | $14.6M | -0.26%(-172) | $134.65(+53.07%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.52% | 49.0K | $14.1M | -4.95%(-2.56K) | $141.82(+173.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.05% | 50.8K | $12.9M | -1.64%(-848) | $169.78(+67.38%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.32% | 42.2K | $11.0M | -1.68%(-719) | $216.35(+32.51%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.17% | 17.8K | $10.7M | +76.23%(+7.72K) | $537.85(+23.70%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.92% | 27.1K | $10.0M | +0.09%(+24) | $331.93(+23.94%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.72% | 21.8K | $9.5M | -2.07%(-460) | $64.28(+31.16%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO. | 3.05% | 26.5K | $7.8M | -1.44%(-387) | $179.39(+72.48%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.99% | 101.7K | $7.6M | -1.05%(-1.08K) | $59.87(+35.73%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.61% | 27.3K | $6.7M | -2.04%(-569) | $163.15(+38.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.34% | +38.02% |
| Top 20 Holdings Unweighted | +11.86% | +39.96% |
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