Agate Pass Investment Management, LLC Diversified Active

CIK: 0001900409 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 28, 2022

Total Value ($000): $160,208 (100.0% shares, 0.0% debt)

Holdings (93)

ABBV ABBVIE INC 5.3%
Value ($000) $8,481 Shares 52,319 Est. Cost $101.71 Unrealized +24.3%
ABT ABBOTT LABS 5.0%
Value ($000) $7,941 Shares 67,088 Est. Cost $118.69 Unrealized -2.8%
AAPL APPLE INC 4.8%
Value ($000) $7,618 Shares 43,626 Est. Cost $154.71 Unrealized +6.5%
VB VANGUARD INDEX FDS 4.7%
Value ($000) $7,460 Shares 35,103 Est. Cost $226.02 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 4.5%
Value ($000) $7,167 Shares 124,442 Est. Cost $61.22 Unrealized
GOOGL ALPHABET INC 4.1%
Value ($000) $6,602 Shares 2,372 Est. Cost $141.10 Unrealized -4.5%
IGSB ISHARES TR 4.1%
Value ($000) $6,527 Shares 126,190 Est. Cost $53.77 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $6,338 Shares 20,558 Est. Cost $312.70 Unrealized -6.8%
IGIB ISHARES TR 3.1%
Value ($000) $4,900 Shares 89,305 Est. Cost $59.27 Unrealized
DHR DANAHER CORPORATION 2.2%
Value ($000) $3,604 Shares 12,288 Est. Cost $269.67 Unrealized -8.9%
VCSH VANGUARD SCOTTSDALE FDS 2.2%
Value ($000) $3,513 Shares 44,989 Est. Cost $81.16 Unrealized
SCHD SCHWAB STRATEGIC TR 2.0%
Value ($000) $3,270 Shares 41,446 Est. Cost $80.40 Unrealized
VTEB VANGUARD MUN BD FDS 2.0%
Value ($000) $3,211 Shares 62,284 Est. Cost $54.19 Unrealized
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $3,119 Shares 17,597 Est. Cost $145.45 Unrealized +4.4%
FLEETCOR TECHNOLOGIES INC 1.7%
Value ($000) $2,709 Shares 10,878 Est. Cost $227.67 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 1.6%
Value ($000) $2,585 Shares 11,362 Est. Cost $206.76 Unrealized -4.8%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $2,530 Shares 18,556 Est. Cost $147.07 Unrealized -9.1%
LOW LOWES COS INC 1.6%
Value ($000) $2,517 Shares 12,448 Est. Cost $219.56 Unrealized -2.8%
PEP PEPSICO INC 1.5%
Value ($000) $2,467 Shares 14,740 Est. Cost $143.68 Unrealized +3.3%
FISV FISERV INC 1.4%
Value ($000) $2,266 Shares 22,346 Est. Cost $103.19 Unrealized -1.9%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $2,257 Shares 6,316 Est. Cost $338.77 Unrealized +3.8%
INTC INTEL CORP 1.3%
Value ($000) $2,100 Shares 42,376 Est. Cost $47.25 Unrealized -2.3%
USB US BANCORP DEL 1.3%
Value ($000) $2,019 Shares 37,982 Est. Cost $48.77 Unrealized -1.9%
GPC GENUINE PARTS CO 1.2%
Value ($000) $1,977 Shares 15,686 Est. Cost $117.94 Unrealized -1.6%
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $1,895 Shares 4,196 Est. Cost $474.86 Unrealized
HUBB HUBBELL INC 1.2%
Value ($000) $1,859 Shares 10,115 Est. Cost $186.68 Unrealized -5.3%
ENB ENBRIDGE INC 1.1%
Value ($000) $1,837 Shares 39,866 Est. Cost $30.76 Unrealized +8.2%
CERNER CORP 1.1%
Value ($000) $1,805 Shares 19,295 Est. Cost $92.87 Unrealized
LEG LEGGETT & PLATT INC 1.1%
Value ($000) $1,774 Shares 50,972 Est. Cost $43.06 Unrealized -11.0%
WRB BERKLEY W R CORP 1.1%
Value ($000) $1,767 Shares 26,532 Est. Cost $33.59 Unrealized +8.3%
SYY SYSCO CORP 1.1%
Value ($000) $1,699 Shares 20,803 Est. Cost $68.89 Unrealized +5.4%
PLD PROLOGIS INC. 1.0%
Value ($000) $1,609 Shares 9,965 Est. Cost $132.11 Unrealized +2.5%
AFL AFLAC INC 1.0%
Value ($000) $1,602 Shares 24,880 Est. Cost $51.14 Unrealized +12.0%
CSCO CISCO SYS INC 1.0%
Value ($000) $1,596 Shares 28,625 Est. Cost $50.46 Unrealized -0.4%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,497 Shares 2,600 Est. Cost $488.33 Unrealized +2.6%
DIS DISNEY WALT CO 0.9%
Value ($000) $1,476 Shares 10,764 Est. Cost $152.24 Unrealized -7.2%
MDT MEDTRONIC PLC 0.9%
Value ($000) $1,429 Shares 12,876 Est. Cost $101.39 Unrealized -7.6%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $1,399 Shares 16,936 Est. Cost $54.24 Unrealized +25.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $1,366 Shares 13,789 Est. Cost $79.62 Unrealized +9.0%
WWD WOODWARD INC 0.8%
Value ($000) $1,272 Shares 10,185 Est. Cost $109.47 Unrealized +4.6%
AMGN AMGEN INC 0.8%
Value ($000) $1,246 Shares 5,154 Est. Cost $186.79 Unrealized +8.8%
IWM ISHARES TR 0.7%
Value ($000) $1,176 Shares 5,729 Est. Cost $221.03 Unrealized
MED MEDIFAST INC 0.7%
Value ($000) $1,174 Shares 6,876 Est. Cost $184.60 Unrealized -7.8%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $1,095 Shares 7,165 Est. Cost $135.04 Unrealized +5.3%
SDY SPDR SER TR 0.7%
Value ($000) $1,074 Shares 8,380 Est. Cost $129.06 Unrealized
V VISA INC 0.6%
Value ($000) $971 Shares 4,379 Est. Cost $208.16 Unrealized +0.9%
APD AIR PRODS & CHEMS INC 0.6%
Value ($000) $931 Shares 3,725 Est. Cost $257.43 Unrealized -9.9%
FTV FORTIVE CORP 0.6%
Value ($000) $931 Shares 15,280 Est. Cost $55.27 Unrealized -12.0%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $907 Shares 8,121 Est. Cost $86.32 Unrealized +3.3%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $892 Shares 4,860 Est. Cost $168.58 Unrealized -6.7%
IVV ISHARES TR 0.5%
Value ($000) $869 Shares 1,916 Est. Cost $477.03 Unrealized
NVO NOVO-NORDISK A S 0.5%
Value ($000) $868 Shares 7,818 Est. Cost $111.92 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $858 Shares 10,367 Est. Cost $87.90 Unrealized -12.4%
CCL CARNIVAL CORP 0.5%
Value ($000) $829 Shares 40,999 Est. Cost $21.32 Unrealized -5.2%
CPRT COPART INC 0.5%
Value ($000) $782 Shares 6,231 Est. Cost $37.11 Unrealized -14.4%
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $709 Shares 8,242 Est. Cost $92.81 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $701 Shares 4,305 Est. Cost $96.10 Unrealized +27.7%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $695 Shares 3,949 Est. Cost $178.78 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $689 Shares 1,951 Est. Cost $286.41 Unrealized +12.9%
NKE NIKE INC 0.4%
Value ($000) $676 Shares 5,022 Est. Cost $151.32 Unrealized -12.8%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $657 Shares 3,515 Est. Cost $161.79 Unrealized +6.2%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $644 Shares 4,701 Est. Cost $140.82 Unrealized
LINDE PLC 0.4%
Value ($000) $635 Shares 1,989 Est. Cost $343.82 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.3%
Value ($000) $554 Shares 3,415 Est. Cost $171.34 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $530 Shares 2,328 Est. Cost $241.41 Unrealized
SON SONOCO PRODS CO 0.3%
Value ($000) $512 Shares 8,178 Est. Cost $51.08 Unrealized -2.4%
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $497 Shares 4,518 Est. Cost $92.93 Unrealized +7.6%
HESS CORP 0.3%
Value ($000) $493 Shares 4,605 Est. Cost $74.05 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $488 Shares 1,943 Est. Cost $239.48 Unrealized -10.3%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $479 Shares 1,154 Est. Cost $426.70 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $476 Shares 6,226 Est. Cost $57.10 Unrealized
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $429 Shares 8,844 Est. Cost $44.41 Unrealized +9.2%
COP CONOCOPHILLIPS 0.3%
Value ($000) $426 Shares 4,256 Est. Cost $62.64 Unrealized +27.2%
AMZN AMAZON COM INC 0.3%
Value ($000) $424 Shares 130 Est. Cost $171.15 Unrealized -9.7%
VYM VANGUARD WHITEHALL FDS 0.3%
Value ($000) $415 Shares 3,698 Est. Cost $112.01 Unrealized
BALL BALL CORP 0.2%
Value ($000) $392 Shares 4,353 Est. Cost $87.39 Unrealized -1.4%
USMV ISHARES TR 0.2%
Value ($000) $387 Shares 4,994 Est. Cost $80.90 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $371 Shares 4,081 Est. Cost $102.21 Unrealized -15.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $349 Shares 1,412 Est. Cost $229.60 Unrealized -0.8%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $345 Shares 4,724 Est. Cost $49.23 Unrealized +15.4%
ICSH ISHARES TR 0.2%
Value ($000) $340 Shares 6,776 Est. Cost $50.38 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $327 Shares 1,310 Est. Cost $311.25 Unrealized -14.4%
CCK CROWN HLDGS INC 0.2%
Value ($000) $307 Shares 2,457 Est. Cost $101.70 Unrealized +11.4%
CVS CVS HEALTH CORP 0.2%
Value ($000) $297 Shares 2,934 Est. Cost $80.49 Unrealized +14.3%
RMD RESMED INC 0.2%
Value ($000) $295 Shares 1,216 Est. Cost $250.23 Unrealized -6.6%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $286 Shares 993 Est. Cost $314.61 Unrealized
TMFG RBB FD INC 0.2%
Value ($000) $281 Shares 9,628 Est. Cost $32.09 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $277 Shares 2,105 Est. Cost $139.43 Unrealized -4.7%
T AT&T INC 0.2%
Value ($000) $261 Shares 11,065 Est. Cost $14.67 Unrealized +1.7%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $250 Shares 882 Est. Cost $292.51 Unrealized -2.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $224 Shares 5,838 Est. Cost $39.12 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $218 Shares 2,018 Est. Cost $114.47 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $209 Shares 1,999 Est. Cost $107.55 Unrealized