Agate Pass Investment Management, LLC Diversified Active

CIK: 0001900409 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 9, 2024

Total Value ($000): $200,405 (100.0% shares, 0.0% debt)

Holdings (94)

ABBV ABBVIE INC 5.9%
Value ($000) $11,778 Shares 59,642 Est. Cost $107.74 Unrealized +65.9%
VB VANGUARD INDEX FDS 5.6%
Value ($000) $11,258 Shares 47,460 Est. Cost $219.62 Unrealized
AAPL APPLE INC 5.2%
Value ($000) $10,513 Shares 45,120 Est. Cost $156.03 Unrealized +42.3%
MSFT MICROSOFT CORP 4.8%
Value ($000) $9,574 Shares 22,250 Est. Cost $307.77 Unrealized +37.5%
ABT ABBOTT LABS 4.0%
Value ($000) $8,032 Shares 70,453 Est. Cost $117.82 Unrealized -9.1%
GOOGL ALPHABET INC 3.7%
Value ($000) $7,431 Shares 44,805 Est. Cost $111.15 Unrealized +50.0%
VEU VANGUARD INTL EQUITY INDEX F 3.5%
Value ($000) $7,106 Shares 112,795 Est. Cost $59.88 Unrealized
VUG VANGUARD INDEX FDS 2.9%
Value ($000) $5,730 Shares 14,925 Est. Cost $312.52 Unrealized
ICSH ISHARES TR 2.4%
Value ($000) $4,856 Shares 95,710 Est. Cost $50.30 Unrealized
JPM JPMORGAN CHASE & CO. 2.0%
Value ($000) $4,059 Shares 19,250 Est. Cost $144.85 Unrealized +41.5%
FISV FISERV INC 2.0%
Value ($000) $3,980 Shares 22,152 Est. Cost $122.71 Unrealized +34.4%
IGSB ISHARES TR 2.0%
Value ($000) $3,926 Shares 74,545 Est. Cost $53.64 Unrealized
CPAY CORPAY INC 1.9%
Value ($000) $3,787 Shares 12,109 Est. Cost $286.94 Unrealized +2.4%
DHR DANAHER CORPORATION 1.9%
Value ($000) $3,726 Shares 13,402 Est. Cost $262.44 Unrealized -0.0%
ORCL ORACLE CORP 1.8%
Value ($000) $3,666 Shares 21,516 Est. Cost $99.06 Unrealized +44.4%
LOW LOWES COS INC 1.8%
Value ($000) $3,604 Shares 13,305 Est. Cost $217.20 Unrealized +8.7%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $3,507 Shares 21,640 Est. Cost $143.72 Unrealized +6.2%
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $3,448 Shares 6,982 Est. Cost $342.52 Unrealized +34.8%
IGIB ISHARES TR 1.7%
Value ($000) $3,431 Shares 63,877 Est. Cost $57.86 Unrealized
VOO VANGUARD INDEX FDS 1.7%
Value ($000) $3,401 Shares 6,446 Est. Cost $420.53 Unrealized
HUBB HUBBELL INC 1.6%
Value ($000) $3,203 Shares 7,477 Est. Cost $186.56 Unrealized +102.3%
ADP AUTOMATIC DATA PROCESSING IN 1.6%
Value ($000) $3,191 Shares 11,531 Est. Cost $207.99 Unrealized +21.9%
PEP PEPSICO INC 1.3%
Value ($000) $2,703 Shares 15,893 Est. Cost $145.31 Unrealized +12.1%
VCSH VANGUARD SCOTTSDALE FDS 1.3%
Value ($000) $2,544 Shares 32,030 Est. Cost $80.39 Unrealized
GPC GENUINE PARTS CO 1.2%
Value ($000) $2,484 Shares 17,785 Est. Cost $122.55 Unrealized +8.3%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $2,416 Shares 2,725 Est. Cost $484.56 Unrealized +77.9%
TXN TEXAS INSTRS INC 1.2%
Value ($000) $2,316 Shares 11,210 Est. Cost $160.61 Unrealized +20.1%
CSCO CISCO SYS INC 1.1%
Value ($000) $2,276 Shares 42,768 Est. Cost $47.96 Unrealized -2.5%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,192 Shares 18,699 Est. Cost $62.68 Unrealized +75.5%
WRB BERKLEY W R CORP 1.1%
Value ($000) $2,142 Shares 37,758 Est. Cost $40.74 Unrealized +32.3%
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,090 Shares 24,727 Est. Cost $79.63 Unrealized
APD AIR PRODS & CHEMS INC 1.0%
Value ($000) $2,055 Shares 6,902 Est. Cost $246.03 Unrealized +7.0%
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $1,999 Shares 3,484 Est. Cost $481.39 Unrealized
PLD PROLOGIS INC. 1.0%
Value ($000) $1,955 Shares 15,479 Est. Cost $112.24 Unrealized +5.2%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $1,857 Shares 10,723 Est. Cost $136.61 Unrealized +20.2%
XLK SELECT SECTOR SPDR TR 0.9%
Value ($000) $1,761 Shares 7,801 Est. Cost $212.72 Unrealized
RTX RTX CORPORATION 0.9%
Value ($000) $1,744 Shares 14,392 Est. Cost $80.01 Unrealized +38.8%
MDT MEDTRONIC PLC 0.9%
Value ($000) $1,711 Shares 19,001 Est. Cost $92.04 Unrealized -12.2%
ENB ENBRIDGE INC 0.8%
Value ($000) $1,665 Shares 40,989 Est. Cost $30.99 Unrealized +14.6%
NKE NIKE INC 0.8%
Value ($000) $1,617 Shares 18,295 Est. Cost $107.74 Unrealized -29.5%
NVO NOVO-NORDISK A S 0.8%
Value ($000) $1,518 Shares 12,750 Est. Cost $102.01 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.7%
Value ($000) $1,483 Shares 17,713 Est. Cost $80.27 Unrealized
AFL AFLAC INC 0.7%
Value ($000) $1,463 Shares 13,087 Est. Cost $51.51 Unrealized +91.7%
CRM SALESFORCE INC 0.7%
Value ($000) $1,370 Shares 5,004 Est. Cost $253.82 Unrealized 0.0%
GOOG ALPHABET INC 0.7%
Value ($000) $1,365 Shares 8,164 Est. Cost $111.25 Unrealized +51.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,301 Shares 2,827 Est. Cost $325.31 Unrealized +35.9%
V VISA INC 0.6%
Value ($000) $1,292 Shares 4,698 Est. Cost $210.98 Unrealized +26.9%
CPRT COPART INC 0.6%
Value ($000) $1,287 Shares 24,564 Est. Cost $38.96 Unrealized +33.3%
SDY SPDR SER TR 0.6%
Value ($000) $1,259 Shares 8,867 Est. Cost $127.66 Unrealized
AMAT APPLIED MATLS INC 0.6%
Value ($000) $1,253 Shares 6,200 Est. Cost $104.18 Unrealized +94.2%
AMGN AMGEN INC 0.6%
Value ($000) $1,232 Shares 3,825 Est. Cost $193.52 Unrealized +61.8%
DIS DISNEY WALT CO 0.6%
Value ($000) $1,221 Shares 12,694 Est. Cost $136.52 Unrealized -33.7%
SYY SYSCO CORP 0.6%
Value ($000) $1,195 Shares 15,311 Est. Cost $68.94 Unrealized +4.6%
WWD WOODWARD INC 0.6%
Value ($000) $1,114 Shares 6,498 Est. Cost $109.27 Unrealized +51.1%
LIN LINDE PLC 0.5%
Value ($000) $1,046 Shares 2,194 Est. Cost $383.62 Unrealized +16.8%
IVV ISHARES TR 0.5%
Value ($000) $1,033 Shares 1,791 Est. Cost $474.05 Unrealized
AMZN AMAZON COM INC 0.5%
Value ($000) $965 Shares 5,178 Est. Cost $128.14 Unrealized +42.4%
VIG VANGUARD SPECIALIZED FUNDS 0.4%
Value ($000) $894 Shares 4,515 Est. Cost $172.93 Unrealized
XLE SELECT SECTOR SPDR TR 0.4%
Value ($000) $888 Shares 10,114 Est. Cost $67.06 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $879 Shares 1,504 Est. Cost $487.15 Unrealized +12.6%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $798 Shares 2,819 Est. Cost $243.25 Unrealized
FTV FORTIVE CORP 0.4%
Value ($000) $763 Shares 9,667 Est. Cost $54.91 Unrealized -0.4%
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $759 Shares 1,201 Est. Cost $407.15 Unrealized +37.6%
XLV SELECT SECTOR SPDR TR 0.4%
Value ($000) $734 Shares 4,763 Est. Cost $140.76 Unrealized
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $718 Shares 3,576 Est. Cost $178.39 Unrealized
VTEB VANGUARD MUN BD FDS 0.3%
Value ($000) $659 Shares 12,898 Est. Cost $53.00 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $654 Shares 2,959 Est. Cost $215.98 Unrealized
BLACKROCK INC 0.3%
Value ($000) $645 Shares 679 Est. Cost $817.40 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $644 Shares 5,583 Est. Cost $86.24 Unrealized +22.8%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $574 Shares 3,899 Est. Cost $96.10 Unrealized +45.6%
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $565 Shares 2,819 Est. Cost $192.24 Unrealized
USMV ISHARES TR 0.3%
Value ($000) $545 Shares 5,964 Est. Cost $79.19 Unrealized
HESS CORP 0.3%
Value ($000) $540 Shares 3,980 Est. Cost $80.16 Unrealized
COP CONOCOPHILLIPS 0.3%
Value ($000) $535 Shares 5,083 Est. Cost $74.20 Unrealized +41.6%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $511 Shares 1,885 Est. Cost $161.79 Unrealized +51.5%
VCR VANGUARD WORLD FD 0.2%
Value ($000) $434 Shares 1,276 Est. Cost $311.51 Unrealized
SHM SPDR SER TR 0.2%
Value ($000) $381 Shares 7,907 Est. Cost $47.76 Unrealized
VBK VANGUARD INDEX FDS 0.2%
Value ($000) $368 Shares 1,378 Est. Cost $200.54 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $364 Shares 1,566 Est. Cost $239.48 Unrealized -12.0%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $364 Shares 2,840 Est. Cost $111.50 Unrealized
RJF RAYMOND JAMES FINL INC 0.2%
Value ($000) $363 Shares 2,968 Est. Cost $92.93 Unrealized +23.2%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $348 Shares 4,310 Est. Cost $65.79 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $335 Shares 878 Est. Cost $311.25 Unrealized +10.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $325 Shares 3,333 Est. Cost $99.05 Unrealized -16.4%
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $322 Shares 7,108 Est. Cost $34.20 Unrealized
SUB ISHARES TR 0.2%
Value ($000) $313 Shares 2,948 Est. Cost $105.42 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $312 Shares 1,024 Est. Cost $229.60 Unrealized +16.2%
BALL BALL CORP 0.1%
Value ($000) $277 Shares 4,076 Est. Cost $53.37 Unrealized +16.5%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $268 Shares 5,284 Est. Cost $50.23 Unrealized
RMD RESMED INC 0.1%
Value ($000) $257 Shares 1,053 Est. Cost $180.21 Unrealized +22.5%
HD HOME DEPOT INC 0.1%
Value ($000) $246 Shares 607 Est. Cost $293.72 Unrealized +20.1%
SON SONOCO PRODS CO 0.1%
Value ($000) $237 Shares 4,330 Est. Cost $51.21 Unrealized -4.0%
FSBW FS BANCORP INC 0.1%
Value ($000) $233 Shares 5,240 Est. Cost $30.95 Unrealized +28.2%
GWW GRAINGER W W INC 0.1%
Value ($000) $219 Shares 211 Est. Cost $956.89 Unrealized 0.0%