AGATE PASS INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 7K | $574.08K |
 | MA | 7K | $3.80M |
 | APD | 7K | $1.82M |
 | TRV | 7K | $1.84M |
 | PRU | 6K | $581.98K |
 | V | 5K | $1.81M |
 | FSBW | 5K | $209.18K |
 | DUK | 5K | $643.13K |
 | DLR | 5K | $858.35K |
 | COP | 5K | $439.18K |
 | BRK-B | 4K | $2.23M |
 | ROK | 4K | $1.50M |
 | AEP | 4K | $430.31K |
 | SBUX | 4K | $322.82K |
 | AMGN | 4K | $1.04M |
 | WWD | 3K | $854.16K |
 | COST | 3K | $3.08M |
 | RJF | 3K | $462.91K |
 | LIN | 2K | $854.68K |
 | UNH | 2K | $563.53K |
Merck & Co., Inc.
MRK
Shares Held
7K
Value
$574.08K
Mastercard Incorporated
MA
Shares Held
7K
Value
$3.80M
Air Products and Chemicals, Inc.
APD
Shares Held
7K
Value
$1.82M
The Travelers Companies, Inc.
TRV
Shares Held
7K
Value
$1.84M
Prudential Financial, Inc.
PRU
Shares Held
6K
Value
$581.98K
Visa Inc.
V
Shares Held
5K
Value
$1.81M
FS Bancorp, Inc.
FSBW
Shares Held
5K
Value
$209.18K
Duke Energy Corporation
DUK
Shares Held
5K
Value
$643.13K
Digital Realty Trust, Inc.
DLR
Shares Held
5K
Value
$858.35K
ConocoPhillips
COP
Shares Held
5K
Value
$439.18K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$2.23M
Rockwell Automation, Inc.
ROK
Shares Held
4K
Value
$1.50M
American Electric Power Company, Inc.
AEP
Shares Held
4K
Value
$430.31K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$322.82K
Amgen Inc.
AMGN
Shares Held
4K
Value
$1.04M
Woodward, Inc.
WWD
Shares Held
3K
Value
$854.16K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$3.08M
Raymond James Financial, Inc.
RJF
Shares Held
3K
Value
$462.91K
Linde plc
LIN
Shares Held
2K
Value
$854.68K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$563.53K