Fund HoldingsAgate Pass Investment Management, LLC

Total Portfolio Value
$200.41M
Total Bought
$8.01M
Total Sold
$12.89M
Net Transaction
-$4.88M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ABBVIE INC(ABBV)60,03259,642-39010,29711,7785.88%+1,481
SALESFORCE INC(CRM)05,004+5,00401,3700.68%+1,370
VANGUARD INDEX FDS46,17147,460+1,28910,06711,2585.62%+1,191
APPLE INC(AAPL)46,01845,120-8989,69210,5135.25%+821
NIKE INC(NKE)11,93918,295+6,3569001,6170.81%+717
ABBOTT LABS70,81670,453-3637,3588,0324.01%+674
LOWES COS INC(LOW)13,41513,305-1102,9583,6041.80%+646
ORACLE CORP(ORCL)21,40621,516+1103,0233,6661.83%+644
FISERV INC(FISV)23,32422,152-1,1723,4763,9801.99%+503
CORPAY INC(CPAY)12,45212,109-3433,3173,7871.89%+470
VANGUARD INTL EQUITY INDEX F114,028112,795-1,2336,6877,1063.55%+419
AUTOMATIC DATA PROCESSING IN11,62711,531-962,7753,1911.59%+416
HUBBELL INC(HUBB)7,6297,477-1522,7883,2031.60%+415
JOHNSON & JOHNSON(JNJ)21,56621,640+743,1523,5071.75%+355
DANAHER CORPORATION(DHR)13,57113,402-1693,3913,7261.86%+335
SELECT SECTOR SPDR TR
ST STR DISCR ETF
1,2762,819+1,5432335650.28%+332
MASTERCARD INCORPORATED(MA)7,0946,982-1123,1303,4481.72%+318
AIR PRODS & CHEMS INC6,7376,902+1651,7382,0551.03%+317
BERKSHIRE HATHAWAY INC DEL2,4752,827+3521,0071,3010.65%+294
RTX CORPORATION(RTX)14,69114,392-2991,4751,7440.87%+269
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
05,284+5,28402680.13%+268
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,6307,801+1,1711,5001,7610.88%+261
PROLOGIS INC.(PLD)15,13315,479+3461,7001,9550.98%+255
CISCO SYS INC(CSCO)42,98242,768-2142,0422,2761.14%+234
GRAINGER W W INC(GWW)0211+21102190.11%+219
AFLAC INC(AFL)14,03713,087-9501,2541,4630.73%+209
ISHARES TR63,06263,877+8153,2333,4311.71%+199
ENBRIDGE INC(ENB)41,87340,989-8841,4901,6650.83%+174
BERKLEY W R CORP25,09737,758+12,6611,9722,1421.07%+170
TEXAS INSTRS INC(TXN)11,08811,210+1222,1572,3161.16%+159
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
16,57517,713+1,1381,3251,4830.74%+159
MEDTRONIC PLC(MDT)19,85119,001-8501,5621,7110.85%+148
UNITEDHEALTH GROUP INC(UNH)1,4461,504+587368790.44%+143
SPDR SER TR
ST STR SP DIV
8,8208,867+471,1221,2590.63%+138
BLACKROCK INC(BLK)654679+255156450.32%+130
VANGUARD INDEX FDS6,5596,446-1133,2803,4011.70%+121
PARKER-HANNIFIN CORP(PH)1,2661,201-656407590.38%+118
JPMORGAN CHASE & CO.(JPM)19,52419,250-2743,9494,0592.03%+110
SYSCO CORP(SYY)15,37415,311-631,0981,1950.60%+98
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,7574,310+5532563480.17%+92
PROCTER AND GAMBLE CO(PG)10,77910,723-561,7781,8570.93%+80
GENUINE PARTS CO(GPC)17,40317,785+3822,4072,4841.24%+77
VANGUARD MUN BD FDS11,65612,898+1,2425846590.33%+75
SHERWIN WILLIAMS CO(SHW)87887802623350.17%+73
VANGUARD INDEX FDS15,12714,925-2025,6585,7302.86%+73
LINDE PLC(LIN)2,2192,194-259741,0460.52%+73
ISHARES TR1,7571,791+349611,0330.52%+72
VANGUARD WORLD FD
CONSUM DIS ETF
1,1761,276+1003674340.22%+67
PEPSICO INC(PEP)15,99615,893-1032,6382,7031.35%+64
COSTCO WHSL CORP NEW(COST)2,7682,725-432,3532,4161.21%+63
AMERICAN TOWER CORP NEW(AMT)1,5661,56603043640.18%+60
RESMED INC(RMD)1,0531,05302022570.13%+55
VISA INC(V)4,7154,698-171,2381,2920.64%+54
ISHARES TR2,9582,959+16006540.33%+53
DUKE ENERGY CORP NEW(DUK)5,8935,583-3105916440.32%+53
EXXON MOBIL CORP18,62418,699+752,1442,1921.09%+48
VANGUARD INDEX FDS3,6763,576-1006717180.36%+47
AMERICAN EXPRESS CO(AXP)2,0081,885-1234655110.26%+46
VANGUARD INDEX FDS2,8192,81907547980.40%+44
ISHARES TR
MSCI USA MIN ETF
5,9645,96405015450.27%+44
STARBUCKS CORP(SBUX)3,6573,333-3242853250.16%+40
HOME DEPOT INC(HD)60760702092460.12%+37
AMGEN INC(AMGN)3,8303,825-51,1971,2320.61%+36
BALL CORP4,0764,07602452770.14%+32
MCDONALDS CORP(MCD)1,1041,024-802813120.16%+30
VANGUARD WHITEHALL FDS2,8402,84003373640.18%+27
SCHWAB STRATEGIC TR26,56324,727-1,8362,0662,0901.04%+25
FORTIVE CORP(FTV)9,9679,667-3007397630.38%+24
VANGUARD INDEX FDS1,3781,37803453680.18%+24
SELECT SECTOR SPDR TR
ST STR CARE ETF
4,8744,763-1117107340.37%+23
SELECT SECTOR SPDR TR
ST STR ENERG ETF
9,56810,114+5468728880.44%+16
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
32,78632,030-7562,5342,5441.27%+10
ISHARES TR2,9482,94803083130.16%+5
SONOCO PRODS CO(SON)4,6854,330-3552382370.12%-1
VANGUARD SPECIALIZED FUNDS4,9494,515-4349038940.45%-9
SELECT SECTOR SPDR TR
ST STR FINL ETF
8,5267,108-1,4183503220.16%-28
WOODWARD INC(WWD)6,6386,498-1401,1581,1140.56%-43
CHEVRON CORP NEW(CVX)3,9623,899-636205740.29%-46
HESS CORP3,9803,98005875400.27%-47
CONOCOPHILLIPS(COP)5,1905,083-1075945350.27%-58
SPDR SER TR
ST NUVE TERM ETF
9,4057,907-1,4984443810.19%-63
RAYMOND JAMES FINL INC(RJF)3,4682,968-5004293630.18%-65
DISNEY WALT CO(DIS)13,05812,694-3641,2971,2210.61%-75
COPART INC(CPRT)25,36424,564-8001,3741,2870.64%-87
ALPHABET INC(GOOG)8,1648,16401,4971,3650.68%-133
AMAZON COM INC(AMZN)5,7375,178-5591,1099650.48%-144
FS BANCORP INC10,4805,240-5,2403822330.12%-149
ISHARES TR79,83174,545-5,2864,0913,9261.96%-165
SPDR S&P 500 ETF TR(SPY)4,0013,484-5172,1771,9991.00%-178
LEGGETT & PLATT INC(LEG)15,8430-15,8431820-182
APPLIED MATLS INC6,1006,200+1001,4401,2530.63%-187
CROWN HLDGS INC(CCK)2,8210-2,8212100-210
ISHARES TR
ULTRA SHORT DUR
102,35595,710-6,6455,1724,8562.42%-316
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,2840-6,2843170-317
NOVO-NORDISK A S(NVO)13,22512,750-4751,8881,5180.76%-370
MICROSOFT CORP(MSFT)22,83722,250-58710,2079,5744.78%-633
ALPHABET INC(GOOG)46,41744,805-1,6128,4557,4313.71%-1,024
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