Fund HoldingsAgate Pass Investment Management, LLC

Total Portfolio Value
$147.56M
Total Bought
$1.61M
Total Sold
$20.96M
Net Transaction
-$19.35M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ABBVIE INC(ABBV)56,68056,68007,6368,4495.73%+812
ORACLE CORP(ORCL)12,57920,017+7,4381,4982,1201.44%+622
ALPHABET INC(GOOG)45,42244,596-8265,4375,8363.95%+399
VANGUARD INDEX FDS4,1945,260+1,0661,1871,4320.97%+246
AUTOMATIC DATA PROCESSING IN11,05410,819-2352,4302,6031.76%+173
DANAHER CORPORATION(DHR)13,00013,145+1453,1203,2612.21%+141
AMGEN INC(AMGN)3,7883,630-1588419760.66%+135
EXXON MOBIL CORP20,02719,277-7502,1482,2671.54%+119
ALPHABET INC(GOOG)8,0008,00009681,0550.71%+87
NOVO-NORDISK A S(NVO)7,32813,946+6,6181,1861,2680.86%+82
CONOCOPHILLIPS(COP)5,0835,08305276090.41%+82
HESS CORP4,6804,630-506367080.48%+72
BERKLEY W R CORP27,73126,975-7561,6521,7131.16%+61
VANGUARD INDEX FDS3,5233,794+2711,4351,4901.01%+55
AFLAC INC(AFL)16,73815,909-8291,1681,2210.83%+53
CHEVRON CORP NEW(CVX)4,1374,13706516980.47%+47
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,0088,562-4467317740.52%+43
CISCO SYS INC(CSCO)43,19642,346-8502,2352,2771.54%+42
ISHARES TR54,09856,859+2,7612,7362,7661.87%+30
WOODWARD INC(WWD)7,5287,253-2758959010.61%+6
CROWN HLDGS INC(CCK)2,7292,72902372410.16%+4
BERKSHIRE HATHAWAY INC DEL2,1122,067-457207240.49%+4
COSTCO WHSL CORP NEW(COST)3,1172,975-1421,6781,6811.14%+3
CVS HEALTH CORP(CVS)2,9992,99902072090.14%+2
PROCTER AND GAMBLE CO(PG)9,73210,133+4011,4771,4781.00%+1
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,5008,512+122872820.19%-4
RBB FD INC
MOTLEY FOOL GBL
10,02810,02802682620.18%-6
ISHARES TR2,5572,55702502410.16%-9
ISHARES TR1,6011,639+387147040.48%-10
SHERWIN WILLIAMS CO(SHW)94794702512420.16%-10
ISHARES TR
MSCI USA MIN ETF
5,9645,96404434320.29%-12
FORTIVE CORP(FTV)11,07710,977-1008288140.55%-14
VANGUARD MUN BD FDS8,3538,366+134194020.27%-17
VANGUARD INDEX FDS2,3282,32805134940.34%-18
VANGUARD WHITEHALL FDS3,2283,128-1003423230.22%-19
ISHARES TR4,0573,902-1554224010.27%-21
MASTERCARD INCORPORATED(MA)7,2037,103-1002,8332,8121.91%-21
VANGUARD INDEX FDS1,3781,37803172950.20%-21
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,7014,671-306246010.41%-23
VANGUARD INDEX FDS4,0044,00406626390.43%-24
RAYMOND JAMES FINL INC(RJF)4,1544,054-1004314070.28%-24
VANGUARD SPECIALIZED FUNDS3,6243,62405895630.38%-26
STARBUCKS CORP(SBUX)3,3593,35903333070.21%-26
GRAINGER W W INC(GWW)30030002372080.14%-29
ENZO BIOCHEM INC16,2920-16,292300-30
DUKE ENERGY CORP NEW(DUK)6,6736,398-2755995650.38%-34
BALL CORP4,2784,27802492130.14%-36
SONOCO PRODS CO(SON)6,1575,947-2103633230.22%-40
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
20,84821,084+2361,6481,6021.09%-46
V F CORP(VFC)20,23719,147-1,0903863380.23%-48
ISHARES TR5,3005,330+309939420.64%-51
MCDONALDS CORP(MCD)1,1441,104-403412910.20%-51
BRISTOL-MYERS SQUIBB CO(BMY)4,7244,200-5243022440.17%-58
JPMORGAN CHASE & CO(JPM)20,26219,902-3602,9472,8861.96%-61
COPART INC(CPRT)12,64725,294+12,6471,1541,0900.74%-64
SPDR SER TR
ST STR SP DIV
9,1779,17701,1251,0550.72%-69
APPLIED MATLS INC5,8665,555-3118487690.52%-79
VISA INC(V)4,7364,536-2001,1251,0430.71%-81
AMAZON COM INC(AMZN)5,8795,339-5407666790.46%-88
AIR PRODS & CHEMS INC4,9854,915-701,4931,3930.94%-100
TEXAS INSTRS INC(TXN)8,2698,730+4611,4891,3880.94%-100
AMERICAN TOWER CORP NEW(AMT)1,9431,591-3523772620.18%-115
SPDR S&P 500 ETF TR(SPY)3,7473,587-1601,6611,5331.04%-128
NIKE INC(NKE)9,8899,962+731,0919530.65%-139
AMERICAN EXPRESS CO(AXP)3,3302,920-4105804360.30%-144
FLEETCOR TECHNOLOGIES INC14,38213,538-8443,6113,4572.34%-154
DISNEY WALT CO(DIS)12,50911,739-7701,1179510.64%-165
SYSCO CORP(SYY)15,26414,519-7451,1339590.65%-174
HOME DEPOT INC(HD)6600-6602050-205
ISHARES TR94,52190,942-3,5794,7424,5323.07%-210
PROLOGIS INC.(PLD)15,60115,121-4801,9131,6971.15%-216
ENBRIDGE INC(ENB)43,79141,721-2,0701,6271,3990.95%-228
MEDTRONIC PLC(MDT)20,34919,969-3801,7931,5651.06%-228
RESMED INC(RMD)1,0860-1,0862370-237
BLACKROCK INC(BLK)3680-3682540-254
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
48,05144,728-3,3233,6363,3612.28%-274
PEPSICO INC(PEP)14,66014,358-3022,7152,4331.65%-283
LOWES COS INC(LOW)12,82412,548-2762,8942,6081.77%-286
HUBBELL INC(HUBB)9,0008,506-4942,9842,6661.81%-318
RTX CORPORATION(RTX)13,48913,266-2231,3219550.65%-367
AT&T INC(T)23,9170-23,9173810-381
GENUINE PARTS CO(GPC)14,41414,213-2012,4392,0521.39%-387
VANGUARD INTL EQUITY INDEX F120,277117,144-3,1336,5446,0764.12%-468
SCHWAB STRATEGIC TR45,00738,360-6,6473,2682,7141.84%-554
PARKER-HANNIFIN CORP(PH)1,5170-1,5175920-592
ISHARES TR
ULTRA SHORT DUR
128,347115,885-12,4626,4565,8383.96%-618
MICROSOFT CORP(MSFT)23,00022,498-5027,8337,1044.81%-729
VANGUARD INDEX FDS42,71441,070-1,6448,4957,7655.26%-730
ABBOTT LABS70,17569,778-3977,6506,7584.58%-892
APPLE INC(AAPL)45,30143,677-1,6248,7877,4785.07%-1,309
LEGGETT & PLATT INC(LEG)53,6210-53,6211,5880-1,588
FISERV INC(FISV)26,0420-26,0423,2850-3,285
JOHNSON & JOHNSON(JNJ)21,3650-21,3653,5360-3,536
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