StockDriftsStockDriftsTop 50 Agate Pass Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.68% | 48.6K | $16.2M | +2.89%(+1.37K) | $173.53(+96.00%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 5.39% | 21.9K | $15.4M | +14.87%(+2.84K) | $563.09(+25.57%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 5.14% | 42.6K | $14.6M | -2.59%(-1.13K) | $141.91(+139.87%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5% | 27.8K | $14.2M | +7.37%(+1.91K) | $339.55(+56.83%) | 2026-09-30 | |
| ABBV | ABBVIE INC | 4.59% | 50.0K | $13.1M | -7.91%(-4.29K) | $134.65(+115.05%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 4% | 40.1K | $11.4M | -2.97%(-1.23K) | $216.35(+33.17%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.6% | 114.0K | $10.3M | +0.45%(+507) | $64.39(+37.87%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.87% | 32.8K | $8.2M | +10.92%(+3.23K) | $203.64(+29.05%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.85% | 24.5K | $8.1M | +2.35%(+564) | $182.83(+83.34%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.77% | 95.3K | $7.9M | -4.20%(-4.18K) | $59.87(+36.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.79% | +59.29% | — | — | +42.83% |
| Top 20 Holdings Unweighted | +16.42% | +57.80% | — | — | +43.93% |
Agate Pass Investment Management LLC reports $284.94M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.7%), VOO (5.4%) and GOOGL (5.1%). The top 20 holdings account for 61.62% of reported assets. Its disclosed equity book has returned +59.29% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Agate Pass Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1900409). View Agate Pass Investment Management LLC’s 13F filings on SEC