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Manager record

Agate Pass Investment Management, LLC

Bainbridge Island, WA · CIK 1900409 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$284.94MReported 13F valueQ3 2026 · as filed
111Holdings listed
+5.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $243.5M$243.5MQ2 2025107 holdingsQ3 2025: $262.8M$262.8MQ3 2025103 holdingsQ4 2025: $269.2M$269.2MQ4 2025106 holdingsQ1 2026: $255.5M$255.5MQ1 2026105 holdingsQ2 2026: $271.2M$271.2MQ2 2026109 holdingsQ3 2026: $284.9M$284.9MQ3 2026111 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$284.94M · 111 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$271.22M · 109 holdings listed · View original SEC filing ↗
Apr 07 2026 13F-HR · period Q1 2026

$255.47M · 105 holdings listed · View original SEC filing ↗
Jan 08 2026 13F-HR · period Q4 2025

$269.17M · 106 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$262.83M · 103 holdings listed · View original SEC filing ↗
Jul 24 2025 13F-HR · period Q2 2025

$243.52M · 107 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology