Agate Pass Investment Management, LLC Diversified Active

CIK: 0001900409 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 14, 2022

Total Value ($000): $131,055 (100.0% shares, 0.0% debt)

Holdings (89)

ABBV ABBVIE INC 5.4%
Value ($000) $7,023 Shares 52,327 Est. Cost $101.71 Unrealized +25.0%
ABT ABBOTT LABS 5.0%
Value ($000) $6,555 Shares 67,746 Est. Cost $118.69 Unrealized -15.7%
AAPL APPLE INC 4.7%
Value ($000) $6,156 Shares 44,542 Est. Cost $154.61 Unrealized -0.2%
IGSB ISHARES TR 4.4%
Value ($000) $5,796 Shares 117,623 Est. Cost $53.64 Unrealized
VB VANGUARD INDEX FDS 4.4%
Value ($000) $5,761 Shares 33,706 Est. Cost $226.02 Unrealized
MSFT MICROSOFT CORP 4.0%
Value ($000) $5,212 Shares 22,380 Est. Cost $308.34 Unrealized -16.7%
VEU VANGUARD INTL EQUITY INDEX F 3.7%
Value ($000) $4,817 Shares 108,580 Est. Cost $61.22 Unrealized
GOOGL ALPHABET INC 3.0%
Value ($000) $3,971 Shares 41,511 Est. Cost $111.58 Unrealized -1.4%
VCSH VANGUARD SCOTTSDALE FDS 2.6%
Value ($000) $3,459 Shares 46,563 Est. Cost $80.92 Unrealized
DHR DANAHER CORPORATION 2.5%
Value ($000) $3,337 Shares 12,921 Est. Cost $267.79 Unrealized -10.1%
IGIB ISHARES TR 2.4%
Value ($000) $3,177 Shares 65,802 Est. Cost $59.27 Unrealized
SCHD SCHWAB STRATEGIC TR 2.3%
Value ($000) $2,953 Shares 44,455 Est. Cost $79.84 Unrealized
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $2,940 Shares 17,998 Est. Cost $145.64 Unrealized +5.0%
ADP AUTOMATIC DATA PROCESSING IN 2.0%
Value ($000) $2,563 Shares 11,331 Est. Cost $206.76 Unrealized +6.0%
PEP PEPSICO INC 1.8%
Value ($000) $2,382 Shares 14,592 Est. Cost $143.68 Unrealized +7.5%
FISV FISERV INC 1.8%
Value ($000) $2,373 Shares 25,366 Est. Cost $102.65 Unrealized -0.7%
LOW LOWES COS INC 1.8%
Value ($000) $2,324 Shares 12,373 Est. Cost $219.56 Unrealized -16.9%
GPC GENUINE PARTS CO 1.7%
Value ($000) $2,273 Shares 15,220 Est. Cost $117.94 Unrealized +16.5%
HUBB HUBBELL INC 1.7%
Value ($000) $2,239 Shares 10,040 Est. Cost $186.56 Unrealized +7.2%
FLEETCOR TECHNOLOGIES INC 1.5%
Value ($000) $1,983 Shares 11,258 Est. Cost $226.01 Unrealized
JPM JPMORGAN CHASE & CO 1.5%
Value ($000) $1,939 Shares 18,555 Est. Cost $146.47 Unrealized -27.9%
MA MASTERCARD INCORPORATED 1.4%
Value ($000) $1,851 Shares 6,509 Est. Cost $338.73 Unrealized -4.0%
WRB BERKLEY W R CORP 1.3%
Value ($000) $1,760 Shares 27,251 Est. Cost $33.73 Unrealized +18.6%
LEG LEGGETT & PLATT INC 1.3%
Value ($000) $1,723 Shares 51,854 Est. Cost $42.83 Unrealized -11.3%
USB US BANCORP DEL 1.2%
Value ($000) $1,613 Shares 40,017 Est. Cost $48.39 Unrealized -18.9%
CSCO CISCO SYS INC 1.2%
Value ($000) $1,582 Shares 39,551 Est. Cost $48.40 Unrealized -17.3%
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $1,511 Shares 4,230 Est. Cost $474.86 Unrealized
ENB ENBRIDGE INC 1.1%
Value ($000) $1,484 Shares 40,006 Est. Cost $30.86 Unrealized +9.5%
VCIT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $1,457 Shares 19,256 Est. Cost $80.34 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $1,406 Shares 16,099 Est. Cost $54.59 Unrealized +49.0%
ICSH ISHARES TR 1.1%
Value ($000) $1,395 Shares 27,887 Est. Cost $50.11 Unrealized
SYY SYSCO CORP 1.1%
Value ($000) $1,393 Shares 19,701 Est. Cost $68.89 Unrealized +9.9%
AFL AFLAC INC 1.1%
Value ($000) $1,381 Shares 24,580 Est. Cost $51.18 Unrealized +6.6%
MDT MEDTRONIC PLC 0.9%
Value ($000) $1,173 Shares 14,524 Est. Cost $99.44 Unrealized -18.8%
AMGN AMGEN INC 0.9%
Value ($000) $1,171 Shares 5,197 Est. Cost $187.71 Unrealized +16.1%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $1,148 Shares 2,431 Est. Cost $488.33 Unrealized +2.0%
APD AIR PRODS & CHEMS INC 0.9%
Value ($000) $1,145 Shares 4,922 Est. Cost $249.16 Unrealized -9.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $1,130 Shares 13,804 Est. Cost $79.76 Unrealized +5.1%
IWM ISHARES TR 0.8%
Value ($000) $1,056 Shares 6,403 Est. Cost $215.98 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $1,054 Shares 11,176 Est. Cost $150.52 Unrealized -30.5%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $1,037 Shares 6,700 Est. Cost $163.91 Unrealized -7.5%
SDY SPDR SER TR 0.8%
Value ($000) $1,016 Shares 9,109 Est. Cost $127.66 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $1,011 Shares 8,005 Est. Cost $134.97 Unrealized -3.2%
V VISA INC 0.6%
Value ($000) $840 Shares 4,727 Est. Cost $207.48 Unrealized -4.4%
VTEB VANGUARD MUN BD FDS 0.6%
Value ($000) $774 Shares 16,068 Est. Cost $54.19 Unrealized
MED MEDIFAST INC 0.6%
Value ($000) $764 Shares 7,055 Est. Cost $183.34 Unrealized -28.1%
NVO NOVO-NORDISK A S 0.6%
Value ($000) $764 Shares 7,668 Est. Cost $111.92 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $750 Shares 7,800 Est. Cost $111.15 Unrealized -0.3%
WWD WOODWARD INC 0.6%
Value ($000) $749 Shares 9,330 Est. Cost $109.47 Unrealized -15.7%
DUK DUKE ENERGY CORP NEW 0.6%
Value ($000) $739 Shares 7,946 Est. Cost $86.32 Unrealized +8.9%
ORCL ORACLE CORP 0.5%
Value ($000) $683 Shares 11,184 Est. Cost $86.71 Unrealized -19.1%
CPRT COPART INC 0.5%
Value ($000) $663 Shares 6,231 Est. Cost $37.11 Unrealized -19.8%
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $627 Shares 1,910 Est. Cost $391.34 Unrealized
VFC V F CORP 0.5%
Value ($000) $626 Shares 20,942 Est. Cost $49.37 Unrealized -12.6%
FTV FORTIVE CORP 0.5%
Value ($000) $619 Shares 10,609 Est. Cost $55.27 Unrealized -16.7%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $604 Shares 4,205 Est. Cost $96.10 Unrealized +38.2%
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $582 Shares 8,085 Est. Cost $60.47 Unrealized
IVV ISHARES TR 0.4%
Value ($000) $579 Shares 1,615 Est. Cost $470.72 Unrealized
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $569 Shares 4,701 Est. Cost $140.82 Unrealized
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $562 Shares 3,919 Est. Cost $178.78 Unrealized
LINDE PLC 0.4%
Value ($000) $535 Shares 1,984 Est. Cost $341.64 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $527 Shares 4,660 Est. Cost $126.31 Unrealized +0.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $521 Shares 1,951 Est. Cost $286.41 Unrealized -0.6%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $485 Shares 3,588 Est. Cost $169.85 Unrealized
HESS CORP 0.4%
Value ($000) $480 Shares 4,405 Est. Cost $75.06 Unrealized
NKE NIKE INC 0.4%
Value ($000) $474 Shares 5,699 Est. Cost $146.07 Unrealized -30.5%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $474 Shares 3,515 Est. Cost $161.79 Unrealized -10.4%
SUB ISHARES TR 0.3%
Value ($000) $454 Shares 4,426 Est. Cost $105.48 Unrealized
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $428 Shares 4,329 Est. Cost $92.93 Unrealized +3.5%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $418 Shares 2,328 Est. Cost $241.41 Unrealized
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $417 Shares 1,943 Est. Cost $239.48 Unrealized -4.5%
COP CONOCOPHILLIPS 0.3%
Value ($000) $415 Shares 4,056 Est. Cost $62.64 Unrealized +40.8%
PH PARKER-HANNIFIN CORP 0.3%
Value ($000) $400 Shares 1,651 Est. Cost $275.49 Unrealized -6.0%
SON SONOCO PRODS CO 0.3%
Value ($000) $393 Shares 6,923 Est. Cost $51.11 Unrealized +5.3%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $379 Shares 4,630 Est. Cost $93.49 Unrealized 0.0%
INTC INTEL CORP 0.3%
Value ($000) $371 Shares 14,408 Est. Cost $47.25 Unrealized -31.6%
USMV ISHARES TR 0.3%
Value ($000) $354 Shares 5,349 Est. Cost $79.92 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $338 Shares 4,006 Est. Cost $102.21 Unrealized -23.3%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $336 Shares 4,724 Est. Cost $49.23 Unrealized +26.5%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $319 Shares 1,490 Est. Cost $214.09 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $306 Shares 3,228 Est. Cost $112.01 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $304 Shares 7,550 Est. Cost $44.23 Unrealized -11.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $286 Shares 2,999 Est. Cost $80.61 Unrealized +8.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $285 Shares 1,234 Est. Cost $229.60 Unrealized +2.9%
RMD RESMED INC 0.2%
Value ($000) $265 Shares 1,216 Est. Cost $250.23 Unrealized -11.8%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $236 Shares 1,152 Est. Cost $311.25 Unrealized -26.2%
TMFG RBB FD INC 0.2%
Value ($000) $224 Shares 10,089 Est. Cost $27.03 Unrealized
BALL BALL CORP 0.2%
Value ($000) $207 Shares 4,278 Est. Cost $87.39 Unrealized -33.0%
CCK CROWN HLDGS INC 0.2%
Value ($000) $200 Shares 2,469 Est. Cost $101.22 Unrealized -11.3%