Agate Pass Investment Management, LLC 13F Holdings

Holdings from the most recent 13F from Agate Pass Investment Management, LLC

Filed: 2022-01-21 (Q4 2021) | Holdings: 99 | Value: $160.8M | Filing Link

PREMIUM

Author Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Filing Returns

Returns are calculated from when the filing is published and are weighted by the size of the holding.

Holding Returns
StockPut/Call
Change
Holding Pct
Value
Current Return
3M Return
1Y Return
ABT - ABBOTT LABS
New Purchase
5.83%
$9.4M
-27.68%
-3.14%
-6.43%
VB - VANGUARD INDEX FDS
New Purchase
5.50%
$8.8M
+52.89%
+0.76%
-0.33%
AAPL - APPLE INC
New Purchase
4.79%
$7.7M
+87.09%
+1.23%
-11.31%
VEU - VANGUARD INTL EQUITY INDEX F
New Purchase
4.66%
$7.5M
+60.55%
-6.89%
-4.68%
ABBV - ABBVIE INC
New Purchase
4.41%
$7.1M
+78.10%
+17.68%
+16.10%
MSFT - MICROSOFT CORP
New Purchase
4.16%
$6.7M
+46.29%
-6.02%
-16.20%
IGSB - ISHARES TR
New Purchase
4.02%
$6.5M
+14.41%
-4.31%
-3.54%
GOOGL - ALPHABET INC
New Purchase
3.31%
$5.3M
+211.05%
-5.03%
-20.79%
IGIB - ISHARES TR
New Purchase
3.28%
$5.3M
+8.96%
-9.40%
-9.11%
DHR - DANAHER CORPORATION
New Purchase
2.47%
$4.0M
-30.67%
-4.31%
+0.48%
VCSH - VANGUARD SCOTTSDALE FDS
New Purchase
2.20%
$3.5M
+13.95%
-4.31%
-3.52%
LOW - LOWES COS INC
New Purchase
1.92%
$3.1M
+11.47%
-10.28%
-5.57%
JNJ - JOHNSON & JOHNSON
New Purchase
1.77%
$2.8M
+52.61%
+11.41%
+5.32%
JPM - JPMORGAN CHASE & CO
New Purchase
1.73%
$2.8M
+135.05%
-10.21%
-0.34%
VTEB - VANGUARD MUN BD FDS
New Purchase
1.67%
$2.7M
+5.13%
-6.78%
-4.40%
ADP - AUTOMATIC DATA PROCESSING IN
New Purchase
1.65%
$2.7M
+7.63%
+4.06%
+13.74%
SCHD - SCHWAB STRATEGIC TR
New Purchase
1.62%
$2.6M
+44.38%
+1.65%
+2.90%
PEP - PEPSICO INC
New Purchase
1.52%
$2.4M
-2.62%
-1.26%
-1.05%
GPC - GENUINE PARTS CO
New Purchase
1.32%
$2.1M
-11.15%
+4.64%
+29.61%
MA - MASTERCARD INCORPORATED
New Purchase
1.31%
$2.1M
+49.04%
+2.66%
+11.19%
INTC - INTEL CORP
New Purchase
1.30%
$2.1M
+171.10%
-8.91%
-38.87%
FISV - FISERV INC
New Purchase
1.30%
$2.1M
-47.19%
-5.48%
+2.48%
SPY - SPDR S&P 500 ETF TR
New Purchase
1.29%
$2.1M
+81.40%
-1.08%
-5.76%
FLT - FLEETCOR TECHNOLOGIES INC
New Purchase
1.28%
$2.1M
+55.67%
+14.96%
-8.66%
HUBB - HUBBELL INC
New Purchase
1.24%
$2.0M
+173.03%
+0.65%
+19.72%
USB - US BANCORP DEL
New Purchase
1.24%
$2.0M
+21.77%
-5.66%
-8.59%
LEG - LEGGETT & PLATT INC
New Purchase
1.21%
$1.9M
-69.92%
-4.20%
-4.15%
CERN - CERNER CORP
New Purchase
1.15%
$1.9M
+2.78%
CSCO - CISCO SYS INC
New Purchase
1.08%
$1.7M
+98.88%
-7.92%
-12.58%
PLD - PROLOGIS INC.
New Purchase
1.00%
$1.6M
+5.37%
+9.12%
-16.81%
SYY - SYSCO CORP
New Purchase
0.99%
$1.6M
+7.21%
+17.71%
+7.03%
ENB - ENBRIDGE INC
New Purchase
0.93%
$1.5M
+80.03%
+14.51%
+11.97%
COST - COSTCO WHSL CORP NEW
New Purchase
0.90%
$1.4M
+121.07%
+20.40%
+4.28%
AFL - AFLAC INC
New Purchase
0.88%
$1.4M
+111.54%
+6.00%
+22.01%
WRB - BERKLEY W R CORP
New Purchase
0.86%
$1.4M
+100.53%
+24.75%
+31.55%
MED - MEDIFAST INC
New Purchase
0.85%
$1.4M
-92.81%
-6.06%
-34.40%
MDT - MEDTRONIC PLC
New Purchase
0.77%
$1.2M
-17.54%
+4.67%
-18.04%
IWM - ISHARES TR
New Purchase
0.73%
$1.2M
+55.15%
-0.52%
-2.08%
GOOG - ALPHABET INC
New Purchase
0.72%
$1.2M
+209.41%
-5.09%
-19.69%
RTX - RAYTHEON TECHNOLOGIES CORP
New Purchase
0.71%
$1.1M
+128.78%
+17.81%
+14.85%
FTV - FORTIVE CORP
New Purchase
0.70%
$1.1M
+14.94%
-18.43%
-5.32%
DIS - DISNEY WALT CO
New Purchase
0.69%
$1.1M
-20.50%
-12.28%
-21.61%
WWD - WOODWARD INC
New Purchase
0.67%
$1.1M
+244.04%
+5.66%
-1.43%
AMGN - AMGEN INC
New Purchase
0.66%
$1.1M
+65.64%
+11.00%
+18.35%
SDY - SPDR SER TR
New Purchase
0.66%
$1.1M
+32.99%
+4.28%
+5.42%
PG - PROCTER AND GAMBLE CO
New Purchase
0.65%
$1.0M
-2.14%
-0.78%
-11.47%
XOM - EXXON MOBIL CORP
New Purchase
0.63%
$1.0M
+145.03%
+21.44%
+65.40%
CPRT - COPART INC
New Purchase
0.59%
$956.0K
+6.28%
-7.24%
+3.59%
V - VISA INC
New Purchase
0.58%
$933.0K
+65.43%
+3.13%
+11.72%
IVV - ISHARES TR
New Purchase
0.57%
$924.0K
+81.88%
-1.09%
-5.78%