Stock Taper

AGATE PASS INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rockwell Automation, Inc.ROK3.63K$1.8M
American Electric Power Company, Inc.AEP3.83K$523.3K
Digital Realty Trust, Inc.DLR3.96K$712.03K
Duke Energy CorporationDUK3.99K$504.93K
ConocoPhillipsCOP4.53K$470.94K
Berkshire Hathaway Inc.BRK-B4.65K$2.32M
Prudential Financial, Inc.PRU4.95K$534.25K
The Walt Disney CompanyDIS5.22K$502.45K
FS Bancorp, Inc.FSBW5.24K$227.42K
NIKE, Inc.NKE5.52K$226.68K
Visa Inc.V5.61K$1.92M
Air Products and Chemicals, Inc.APD5.76K$1.69M
The Travelers Companies, Inc.TRV6.03K$1.99M
Hubbell IncorporatedHUBB6.34K$3.32M
International Business Machines CorporationIBM6.39K$1.8M
Merck & Co., Inc.MRK6.8K$873.8K
Mastercard IncorporatedMA6.88K$3.53M
Applied Materials, Inc.AMAT6.95K$5.02M
Sysco CorporationSYY7.11K$594.62K
Automatic Data Processing, Inc.ADP7.8K$1.75M