Long-term investor
Agate Pass Investment Management, LLC @agatepassinvestmentmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001900409).
Record
- Tracked since 2025-06-30 (441 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +13.5% · all +13.5%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 5.8% · long · since 2025-06-30
- AAPL · 5.0% · long · since 2025-06-30
- ABBV · 5.0% · long · since 2025-06-30
- VOO · 4.8% · long · since 2025-06-30
- VB · 4.6% · long · since 2025-06-30
- VUG · 3.6% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- VEU · 3.1% · long · since 2025-06-30
- JPM · 2.9% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- XLK · 2.5% · long · since 2025-06-30
- JNJ · 2.5% · long · since 2025-06-30