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Brad Van Aken

@Agate Pass Investment Management, Llc

Latest period2024 - Q4ReportedManaged Assets$221.164MTotal holdings107
Assets growth rate10.36%Assets growth rate (2-Q avg)8.49%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Agate Pass Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Agate Pass Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 221.164M in assets, with a quarterly growth rate of 10.36% and a 2-quarter average growth rate of 8.49%. The portfolio is managed by Brad Van Aken, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WRBBerkley W R Corp
Recent Activity
Increased 1.29%
1.02%
$2.238M
38,243 shares@ $58.52 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 3.48%
0.99%
$2.175M
11,599 shares@ $187.51 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 1.19%
0.92%
$2.026M
6,984 shares@ $290.05 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 196.26%
0.91%
$2.001M
73,255 shares@ $27.32 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 39.27%
0.81%
$1.785M
3,937 shares@ $453.28 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 177.69%
0.8%
$1.756M
7,828 shares@ $224.36 avg price
VVisa Inc
Recent Activity
Increased 10.35%
0.75%
$1.638M
5,184 shares@ $316.04 avg price
MDTMedtronic Plc
Recent Activity
Increased 3.93%
0.72%
$1.577M
19,746 shares@ $79.88 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 5.29%
0.68%
$1.497M
18,649 shares@ $80.27 avg price
IWMIshares Tr
Recent Activity
Increased 109.87%
0.63%
$1.372M
6,210 shares@ $220.95 avg price