Fund HoldingsAgate Pass Investment Management, LLC

Total Portfolio Value
$187.99M
Total Bought
$11.09M
Total Sold
$8.63M
Net Transaction
+$2.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)45,21246,018+8067,7539,6925.16%+1,939
ALPHABET INC(GOOG)46,54046,417-1237,0248,4554.50%+1,431
VANGUARD INDEX FDS12,68415,127+2,4434,3665,6583.01%+1,292
MICROSOFT CORP(MSFT)22,78322,837+549,58510,2075.43%+622
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,5176,630+2,1139411,5000.80%+559
UNITEDHEALTH GROUP INC(UNH)4971,446+9492467360.39%+491
ISHARES TR
ULTRA SHORT DUR
93,062102,355+9,2934,7055,1722.75%+467
ORACLE CORP(ORCL)20,46621,406+9402,5713,0231.61%+452
VANGUARD INDEX FDS5,8896,559+6702,8313,2801.74%+450
FS BANCORP INC010,480+10,48003820.20%+382
ALPHABET INC(GOOG)8,1648,16401,2431,4970.80%+254
TEXAS INSTRS INC(TXN)10,94011,088+1481,9062,1571.15%+251
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,276+1,27602330.12%+233
COSTCO WHSL CORP NEW(COST)2,9092,768-1412,1312,3531.25%+222
AIR PRODS & CHEMS INC6,3226,737+4151,5321,7380.92%+207
APPLIED MATLS INC5,9906,100+1101,2351,4400.77%+204
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
30,49132,786+2,2952,3572,5341.35%+176
VANGUARD SPECIALIZED FUNDS4,0834,949+8667469030.48%+158
AMAZON COM INC(AMZN)5,3035,737+4349571,1090.59%+152
SPDR S&P 500 ETF TR(SPY)3,8804,001+1212,0302,1771.16%+148
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
14,98616,575+1,5891,2071,3250.70%+118
NOVO-NORDISK A S(NVO)13,82213,225-5971,7751,8881.00%+113
AMGEN INC(AMGN)3,8703,830-401,1001,1970.64%+96
WOODWARD INC(WWD)6,9386,638-3001,0691,1580.62%+88
ISHARES TR1,6831,757+748859610.51%+77
BERKSHIRE HATHAWAY INC DEL2,2282,475+2479371,0070.54%+70
VANGUARD INDEX FDS2,6992,819+1207017540.40%+53
ISHARES TR61,70863,062+1,3543,1843,2331.72%+48
BLACKROCK INC(BLK)564654+904705150.27%+45
SELECT SECTOR SPDR TR
ST STR ENERG ETF
8,7709,568+7988288720.46%+44
RTX CORPORATION(RTX)14,72214,691-311,4361,4750.78%+39
PROCTER AND GAMBLE CO(PG)10,77810,779+11,7491,7780.95%+29
SPDR SER TR
ST NUVE TERM ETF
8,9039,405+5024224440.24%+21
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,6783,757+792412560.14%+15
VANGUARD MUN BD FDS11,28411,656+3725715840.31%+13
ISHARES TR
MSCI USA MIN ETF
5,9645,96404995010.27%+2
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,8084,874+667107100.38%0
ISHARES TR2,9482,94803093080.16%-1
CHEVRON CORP NEW(CVX)3,9343,962+286216200.33%-1
CROWN HLDGS INC(CCK)2,7212,821+1002162100.11%-6
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,5268,52603593500.19%-9
DANAHER CORPORATION(DHR)13,61713,571-463,4003,3911.80%-10
AMERICAN TOWER CORP NEW(AMT)1,5911,566-253143040.16%-10
VANGUARD WORLD FD
CONSUM DIS ETF
1,2011,176-253823670.20%-14
VANGUARD INDEX FDS1,3781,37803593450.18%-15
VANGUARD INDEX FDS3,5763,676+1006866710.36%-15
RAYMOND JAMES FINL INC(RJF)3,4683,46804454290.23%-17
STARBUCKS CORP(SBUX)3,3313,657+3263042850.15%-20
VANGUARD WHITEHALL FDS2,9582,840-1183583370.18%-21
DUKE ENERGY CORP NEW(DUK)6,3435,893-4506135910.31%-23
RESMED INC(RMD)1,1381,053-852252020.11%-24
HOME DEPOT INC(HD)60760702332090.11%-24
VISA INC(V)4,5294,715+1861,2641,2380.66%-26
BALL CORP4,0764,07602752450.13%-30
MCDONALDS CORP(MCD)1,1041,10403112810.15%-30
AMERICAN EXPRESS CO(AXP)2,1852,008-1774974650.25%-33
SCHWAB STRATEGIC TR26,05826,563+5052,1012,0661.10%-36
SHERWIN WILLIAMS CO(SHW)87887803052620.14%-43
VANGUARD INTL EQUITY INDEX F114,809114,028-7816,7346,6873.56%-47
ISHARES TR3,0832,958-1256486000.32%-48
SPDR SER TR
ST STR SP DIV
8,9458,820-1251,1741,1220.60%-52
CONOCOPHILLIPS(COP)5,0835,190+1076475940.32%-53
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
7,3846,284-1,1003733170.17%-55
AFLAC INC(AFL)15,33214,037-1,2951,3161,2540.67%-63
PARKER-HANNIFIN CORP(PH)1,2661,26607046400.34%-63
SONOCO PRODS CO(SON)5,2304,685-5453032380.13%-65
JPMORGAN CHASE & CO.(JPM)20,05119,524-5274,0163,9492.10%-67
ENBRIDGE INC(ENB)43,21941,873-1,3461,5641,4900.79%-73
CISCO SYS INC(CSCO)42,41742,982+5652,1172,0421.09%-75
HESS CORP4,3803,980-4006695870.31%-81
EXXON MOBIL CORP19,18418,624-5602,2302,1441.14%-86
COPART INC(CPRT)25,36425,36401,4691,3740.73%-95
AUTOMATIC DATA PROCESSING IN11,53311,627+942,8802,7751.48%-105
LINDE PLC(LIN)2,3742,219-1551,1029740.52%-129
NIKE INC(NKE)11,04211,939+8971,0389000.48%-138
SYSCO CORP(SYY)15,36815,374+61,2481,0980.58%-150
PEPSICO INC(PEP)16,04615,996-502,8082,6381.40%-170
MEDTRONIC PLC(MDT)19,89319,851-421,7341,5620.83%-171
ISHARES TR83,28279,831-3,4514,2714,0912.18%-180
FORTIVE CORP(FTV)10,6879,967-7209197390.39%-181
DISNEY WALT CO(DIS)12,15313,058+9051,4871,2970.69%-191
GRAINGER W W INC(GWW)2110-2112150-215
BRISTOL-MYERS SQUIBB CO(BMY)4,0000-4,0002170-217
CVS HEALTH CORP(CVS)2,9920-2,9922390-239
JOHNSON & JOHNSON(JNJ)21,46721,566+993,3963,1521.68%-244
PROLOGIS INC.(PLD)15,18715,133-541,9781,7000.90%-278
MASTERCARD INCORPORATED(MA)7,0887,094+63,4133,1301.66%-284
GENUINE PARTS CO(GPC)17,50017,403-972,7112,4071.28%-304
BERKLEY W R CORP25,98325,097-8862,2981,9721.05%-326
FISERV INC(FISV)23,80623,324-4823,8053,4761.85%-328
LOWES COS INC(LOW)13,21713,415+1983,3672,9581.57%-409
LEGGETT & PLATT INC(LEG)37,52915,843-21,6867191820.10%-537
HUBBELL INC(HUBB)8,0677,629-4383,3482,7881.48%-560
CORPAY INC(CPAY)12,76112,452-3093,9373,3171.76%-620
ABBVIE INC(ABBV)59,97260,032+6010,92110,2975.48%-624
VANGUARD INDEX FDS47,13646,171-96510,77510,0675.36%-708
ABBOTT LABS70,97570,816-1598,0677,3583.91%-709
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