Agate Pass Investment Management, LLC Diversified Active

CIK: 0001900409 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 13, 2023

Total Value ($000): $147,559 (100.0% shares, 0.0% debt)

Holdings (84)

ABBV ABBVIE INC 5.7%
Value ($000) $8,449 Shares 56,680 Est. Cost $104.48 Unrealized +29.5%
VB VANGUARD INDEX FDS 5.3%
Value ($000) $7,765 Shares 41,070 Est. Cost $219.08 Unrealized
AAPL APPLE INC 5.1%
Value ($000) $7,478 Shares 43,677 Est. Cost $154.61 Unrealized +17.3%
MSFT MICROSOFT CORP 4.8%
Value ($000) $7,104 Shares 22,498 Est. Cost $307.14 Unrealized +5.7%
ABT ABBOTT LABS 4.6%
Value ($000) $6,758 Shares 69,778 Est. Cost $118.00 Unrealized -14.9%
VEU VANGUARD INTL EQUITY INDEX F 4.1%
Value ($000) $6,076 Shares 117,144 Est. Cost $60.02 Unrealized
ICSH ISHARES TR 4.0%
Value ($000) $5,838 Shares 115,885 Est. Cost $50.25 Unrealized
GOOGL ALPHABET INC 4.0%
Value ($000) $5,836 Shares 44,596 Est. Cost $110.31 Unrealized +16.4%
IGSB ISHARES TR 3.1%
Value ($000) $4,532 Shares 90,942 Est. Cost $53.64 Unrealized
FLEETCOR TECHNOLOGIES INC 2.3%
Value ($000) $3,457 Shares 13,538 Est. Cost $226.43 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.3%
Value ($000) $3,361 Shares 44,728 Est. Cost $80.63 Unrealized
DHR DANAHER CORPORATION 2.2%
Value ($000) $3,261 Shares 13,145 Est. Cost $264.37 Unrealized -16.7%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $2,886 Shares 19,902 Est. Cost $144.85 Unrealized -1.8%
MA MASTERCARD INCORPORATED 1.9%
Value ($000) $2,812 Shares 7,103 Est. Cost $340.48 Unrealized +16.4%
IGIB ISHARES TR 1.9%
Value ($000) $2,766 Shares 56,859 Est. Cost $58.75 Unrealized
SCHD SCHWAB STRATEGIC TR 1.8%
Value ($000) $2,714 Shares 38,360 Est. Cost $79.66 Unrealized
HUBB HUBBELL INC 1.8%
Value ($000) $2,666 Shares 8,506 Est. Cost $186.56 Unrealized +65.3%
LOW LOWES COS INC 1.8%
Value ($000) $2,608 Shares 12,548 Est. Cost $218.22 Unrealized -1.5%
ADP AUTOMATIC DATA PROCESSING IN 1.8%
Value ($000) $2,603 Shares 10,819 Est. Cost $206.54 Unrealized +11.9%
PEP PEPSICO INC 1.6%
Value ($000) $2,433 Shares 14,358 Est. Cost $144.09 Unrealized +16.0%
CSCO CISCO SYS INC 1.5%
Value ($000) $2,277 Shares 42,346 Est. Cost $48.01 Unrealized +4.8%
XOM EXXON MOBIL CORP 1.5%
Value ($000) $2,267 Shares 19,277 Est. Cost $62.68 Unrealized +61.1%
ORCL ORACLE CORP 1.4%
Value ($000) $2,120 Shares 20,017 Est. Cost $97.25 Unrealized +16.0%
GPC GENUINE PARTS CO 1.4%
Value ($000) $2,052 Shares 14,213 Est. Cost $120.27 Unrealized +20.1%
WRB BERKLEY W R CORP 1.2%
Value ($000) $1,713 Shares 26,975 Est. Cost $34.11 Unrealized +13.5%
PLD PROLOGIS INC. 1.1%
Value ($000) $1,697 Shares 15,121 Est. Cost $112.00 Unrealized +0.9%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $1,681 Shares 2,975 Est. Cost $484.56 Unrealized +9.8%
VCIT VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $1,602 Shares 21,084 Est. Cost $80.04 Unrealized
MDT MEDTRONIC PLC 1.1%
Value ($000) $1,565 Shares 19,969 Est. Cost $92.63 Unrealized -16.0%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $1,533 Shares 3,587 Est. Cost $474.86 Unrealized
VOO VANGUARD INDEX FDS 1.0%
Value ($000) $1,490 Shares 3,794 Est. Cost $384.66 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $1,478 Shares 10,133 Est. Cost $135.96 Unrealized +6.0%
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $1,432 Shares 5,260 Est. Cost $251.87 Unrealized
ENB ENBRIDGE INC 0.9%
Value ($000) $1,399 Shares 41,721 Est. Cost $31.01 Unrealized -2.0%
APD AIR PRODS & CHEMS INC 0.9%
Value ($000) $1,393 Shares 4,915 Est. Cost $249.86 Unrealized +10.0%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $1,388 Shares 8,730 Est. Cost $162.88 Unrealized -2.5%
NVO NOVO-NORDISK A S 0.9%
Value ($000) $1,268 Shares 13,946 Est. Cost $101.96 Unrealized
AFL AFLAC INC 0.8%
Value ($000) $1,221 Shares 15,909 Est. Cost $51.18 Unrealized +37.8%
CPRT COPART INC 0.7%
Value ($000) $1,090 Shares 25,294 Est. Cost $38.96 Unrealized +14.1%
SDY SPDR SER TR 0.7%
Value ($000) $1,055 Shares 9,177 Est. Cost $127.66 Unrealized
GOOG ALPHABET INC 0.7%
Value ($000) $1,055 Shares 8,000 Est. Cost $110.77 Unrealized +16.5%
V VISA INC 0.7%
Value ($000) $1,043 Shares 4,536 Est. Cost $208.52 Unrealized +13.3%
AMGN AMGEN INC 0.7%
Value ($000) $976 Shares 3,630 Est. Cost $189.22 Unrealized +22.5%
SYY SYSCO CORP 0.6%
Value ($000) $959 Shares 14,519 Est. Cost $68.88 Unrealized -2.7%
RTX RTX CORPORATION 0.6%
Value ($000) $955 Shares 13,266 Est. Cost $80.03 Unrealized +1.5%
NKE NIKE INC 0.6%
Value ($000) $953 Shares 9,962 Est. Cost $130.42 Unrealized -24.7%
DIS DISNEY WALT CO 0.6%
Value ($000) $951 Shares 11,739 Est. Cost $140.71 Unrealized -40.7%
IWM ISHARES TR 0.6%
Value ($000) $942 Shares 5,330 Est. Cost $215.98 Unrealized
WWD WOODWARD INC 0.6%
Value ($000) $901 Shares 7,253 Est. Cost $109.27 Unrealized +12.6%
FTV FORTIVE CORP 0.6%
Value ($000) $814 Shares 10,977 Est. Cost $54.91 Unrealized +3.7%
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $774 Shares 8,562 Est. Cost $62.83 Unrealized
AMAT APPLIED MATLS INC 0.5%
Value ($000) $769 Shares 5,555 Est. Cost $97.43 Unrealized +44.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $724 Shares 2,067 Est. Cost $290.15 Unrealized +22.3%
HESS CORP 0.5%
Value ($000) $708 Shares 4,630 Est. Cost $80.16 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $704 Shares 1,639 Est. Cost $467.94 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $698 Shares 4,137 Est. Cost $96.10 Unrealized +51.7%
AMZN AMAZON COM INC 0.5%
Value ($000) $679 Shares 5,339 Est. Cost $120.40 Unrealized +11.3%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $639 Shares 4,004 Est. Cost $178.27 Unrealized
COP CONOCOPHILLIPS 0.4%
Value ($000) $609 Shares 5,083 Est. Cost $73.33 Unrealized +47.1%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $601 Shares 4,671 Est. Cost $140.82 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $565 Shares 6,398 Est. Cost $86.32 Unrealized -3.2%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $563 Shares 3,624 Est. Cost $169.40 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $494 Shares 2,328 Est. Cost $241.41 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $436 Shares 2,920 Est. Cost $161.79 Unrealized -1.8%
USMV ISHARES TR 0.3%
Value ($000) $432 Shares 5,964 Est. Cost $79.19 Unrealized
RJF RAYMOND JAMES FINL INC 0.3%
Value ($000) $407 Shares 4,054 Est. Cost $92.93 Unrealized +9.9%
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $402 Shares 8,366 Est. Cost $54.12 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $401 Shares 3,902 Est. Cost $105.42 Unrealized
VFC V F CORP 0.2%
Value ($000) $338 Shares 19,147 Est. Cost $46.61 Unrealized -59.2%
SON SONOCO PRODS CO 0.2%
Value ($000) $323 Shares 5,947 Est. Cost $51.21 Unrealized +0.1%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $323 Shares 3,128 Est. Cost $111.50 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $307 Shares 3,359 Est. Cost $102.21 Unrealized -9.5%
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $295 Shares 1,378 Est. Cost $200.54 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $291 Shares 1,104 Est. Cost $229.60 Unrealized +17.4%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $282 Shares 8,512 Est. Cost $34.20 Unrealized
TMFG RBB FD INC 0.2%
Value ($000) $262 Shares 10,028 Est. Cost $27.03 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $262 Shares 1,591 Est. Cost $239.48 Unrealized -30.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $244 Shares 4,200 Est. Cost $49.23 Unrealized +10.4%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $242 Shares 947 Est. Cost $311.25 Unrealized -15.7%
CCK CROWN HLDGS INC 0.2%
Value ($000) $241 Shares 2,729 Est. Cost $98.90 Unrealized -11.8%
ITOT ISHARES TR 0.2%
Value ($000) $241 Shares 2,557 Est. Cost $84.80 Unrealized
BALL BALL CORP 0.1%
Value ($000) $213 Shares 4,278 Est. Cost $53.37 Unrealized -1.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $209 Shares 2,999 Est. Cost $80.61 Unrealized -19.9%
GWW GRAINGER W W INC 0.1%
Value ($000) $208 Shares 300 Est. Cost $621.54 Unrealized +14.0%