SEC Form 13F

Agate Pass Investment Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-09
Reported value$271,223,084
Positions109

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INCGOOGLCAP STK CL A$15,619,03543,706
APPLE INCAAPLCOM$13,677,16347,267
ABBVIE INCABBVCOM$13,665,56254,306
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$13,098,01319,071
VANGUARD INDEX FDSVBSMALL CP ETF$12,514,94641,287
VANGUARD INDEX FDSVUGGROWTH ETF$9,774,004113,467
MICROSOFT CORPMSFTCOM$9,642,43625,850
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$8,329,51999,457
JPMORGAN CHASE & COJPMCOM$7,842,18423,958
AMAZON COM INCAMZNCOM$7,055,34129,602

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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