§ 13F · FUND PROFILE
Agate Pass Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $243.5T (13F)Positions · 107Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 52K | $16.2T | 6.0% | −2% |
| 2 | ABBV | ABBVIE INC | 67K | $15.4T | 5.7% | ±0% |
| 3 | AAPL | APPLE INC | 52K | $14.0T | 5.2% | +1% |
| 4 | MSFT | MICROSOFT CORP | 27K | $13.1T | 4.9% | +3% |
| 5 | VB | VANGUARD INDEX FDS | 43K | $11.1T | 4.1% | +2% |
| 6 | VUG | VANGUARD INDEX FDS | 22K | $10.8T | 4.0% | +14% |
| 7 | JPM | JPMORGAN CHASE & CO. | 27K | $8.7T | 3.2% | −1% |
| 8 | ABT | ABBOTT LABS | 62K | $7.7T | 2.9% | −2% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 103K | $7.6T | 2.8% | +2% |
| 10 | AMZN | AMAZON COM INC | 30K | $7.0T | 2.6% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AGATE SIGNAL
AC read
Agate Pass Investment Management, LLC is a Other fund managing $243523.5 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed