Stock Taper 
AGATE PASS INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NIKE, Inc. | NKE | 5.52K | $226.68K |
 FS Bancorp, Inc. | FSBW | 5.24K | $227.42K |
 The Walt Disney Company | DIS | 5.22K | $502.45K |
 Prudential Financial, Inc. | PRU | 4.95K | $534.25K |
 Berkshire Hathaway Inc. | BRK-B | 4.65K | $2.32M |
 ConocoPhillips | COP | 4.53K | $470.94K |
 Duke Energy Corporation | DUK | 3.99K | $504.93K |
 Digital Realty Trust, Inc. | DLR | 3.96K | $712.03K |
 American Electric Power Company, Inc. | AEP | 3.83K | $523.3K |
 Rockwell Automation, Inc. | ROK | 3.63K | $1.8M |
 Ball Corporation | BALL | 3.56K | $222.14K |
 Bristol-Myers Squibb Company | BMY | 3.5K | $201.67K |
 Amgen Inc. | AMGN | 3.39K | $1.23M |
 Marriott International, Inc. | MAR | 3.39K | $1.26M |
 Costco Wholesale Corporation | COST | 2.9K | $2.72M |
 Woodward, Inc. | WWD | 2.89K | $1.23M |
 Raymond James Financial, Inc. | RJF | 2.58K | $392.54K |
 Genuine Parts Company | GPC | 2.54K | $299.43K |
 CVS Health Corp. | CVS | 2.49K | $257.9K |
 Salesforce, Inc. | CRM | 2.17K | $340.16K |