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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
SYYSysco Corp
Recent Activity
Increased 10.7%
0.59%
$1.296M
16,949 shares@ $76.47 avg price
CVXChevron Corp New
Recent Activity
Increased 99.06%
0.51%
$1.124M
7,761 shares@ $144.84 avg price
WWDWoodward Inc
Recent Activity
Increased 0.7%
0.5%
$1.089M
6,543 shares@ $166.42 avg price
IVVIshares Tr
Recent Activity
Increased 1.74%
0.49%
$1.073M
1,822 shares@ $588.69 avg price
AMATApplied Matls Inc
Recent Activity
Increased 2.18%
0.47%
$1.03M
6,335 shares@ $162.64 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 8.32%
0.38%
$824,088
1,629 shares@ $505.89 avg price
VCRVanguard World Fd
Recent Activity
Increased 31.74%
0.29%
$631,155
1,681 shares@ $375.47 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 25.55%
0.16%
$334,155
6,634 shares@ $50.38 avg price