Agate Pass Investment Management Q2 2026 Portfolio Activity
Agate Pass Investment Management held a portfolio valued at $271.2 million as of June 30, 2026. The firm increased its holdings in several Vanguard ETFs and individual stocks while exiting positions like Disney.
By Insiderset.Jul 10, 2026, 3:36 AM
Agate Pass Investment Management held a portfolio valued at $271.2 million as of June 30, 2026. The firm increased its holdings in several Vanguard ETFs and individual stocks while exiting positions like Disney.