Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Agate Pass Investment Management, LLC (CIK 1900409) reported $255.5M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ABBV ($14.6M, 5.71%), GOOGL ($14.1M, 5.52%), AAPL ($12.9M, 5.05%), VB ($11.0M, 4.32%), VOO ($10.7M, 4.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABBV | ABBVIE INC | $14.6M | 5.71% | 67,051 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $14.1M | 5.52% | 49,042 | Trimmed |
| 3 | AAPL | APPLE INC | $12.9M | 5.05% | 50,813 | Trimmed |
| 4 | VB | VANGUARD INDEX FDS | $11.0M | 4.32% | 42,156 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $10.7M | 4.17% | 17,842 | Added |
| 6 | MSFT | MICROSOFT CORP | $10.0M | 3.92% | 27,060 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $9.5M | 3.72% | 21,777 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO. | $7.8M | 3.05% | 26,471 | Trimmed |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $7.6M | 2.99% | 101,740 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $6.7M | 2.61% | 27,322 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $6.3M | 2.48% | 30,473 | Added |
| 12 | ABT | ABBOTT LABS | $5.1M | 2.00% | 49,878 | Trimmed |
| 13 | CSCO | CISCO SYS INC | $4.9M | 1.91% | 63,024 | Trimmed |
| 14 | XLK | SELECT SECTOR SPDR TR | $4.6M | 1.78% | 34,311 | Added |
| 15 | IGIB | ISHARES TR | $4.5M | 1.75% | 84,010 | Added |
| 16 | ICSH | ISHARES TR | $4.3M | 1.68% | 84,625 | Added |
| 17 | RTX | RTX CORPORATION | $4.3M | 1.68% | 22,281 | Trimmed |
| 18 | IGSB | ISHARES TR | $4.0M | 1.58% | 76,757 | Trimmed |
| 19 | GOOG | ALPHABET INC | $3.5M | 1.35% | 12,065 | Trimmed |
| 20 | MA | MASTERCARD INCORPORATED | $3.4M | 1.34% | 6,874 | Trimmed |
| 21 | PEP | PEPSICO INC | $3.3M | 1.31% | 21,534 | Trimmed |
| 22 | HUBB | HUBBELL INC | $3.2M | 1.26% | 6,539 | Trimmed |
| 23 | COST | COSTCO WHSL CORP NEW | $3.2M | 1.25% | 3,208 | Added |
| 24 | LOW | LOWES COS INC | $3.0M | 1.19% | 12,826 | Trimmed |
| 25 | CVX | CHEVRON CORP NEW | $3.0M | 1.16% | 14,308 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31