0001900409-23-000002.txt : 20230511 0001900409-23-000002.hdr.sgml : 20230511 20230511142325 ACCESSION NUMBER: 0001900409-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230511 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Agate Pass Investment Management, LLC CENTRAL INDEX KEY: 0001900409 IRS NUMBER: 273330362 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21471 FILM NUMBER: 23910360 BUSINESS ADDRESS: STREET 1: 400 WINSLOW WAY E STREET 2: #220 CITY: BAINBRIDGE ISLAND STATE: WA ZIP: 98110 BUSINESS PHONE: 206 842-5770 MAIL ADDRESS: STREET 1: 400 WINSLOW WAY E STREET 2: #220 CITY: BAINBRIDGE ISLAND STATE: WA ZIP: 98110 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001900409 XXXXXXXX 03-31-2023 03-31-2023 Agate Pass Investment Management, LLC

400 WINSLOW WAY E #220 BAINBRIDGE ISLAND WA 98110

13F HOLDINGS REPORT 028-21471 000155049 801-115003 N Brad Van Aken 206 842-5770 Brad Van Aken Bainbridge Island WA 05-11-2023 0 94 152867973 false INFORMATION TABLE 2 APIM13F03312023.xml LINDE PLCSHSG5494J103792276 2229 SH SOLE 0 0 2229 MEDTRONIC PLCSHSG5960L1031476958 18320 SH SOLE 0 0 18320 AFLAC INCCOM0010551021287174 19950 SH SOLE 0 0 19950 AT&T INCCOM00206R102450777 23417 SH SOLE 0 0 23417 ABBOTT LABSCOM0028241007112930 70244 SH SOLE 0 0 70244 ABBVIE INCCOM00287Y1099033092 56680 SH SOLE 0 0 56680 AIR PRODS & CHEMS INCCOM0091581061394979 4857 SH SOLE 0 0 4857 ALPHABET INCCAP STK CL C02079K107832000 8000 SH SOLE 0 0 8000 ALPHABET INCCAP STK CL A02079K3054665464 44977 SH SOLE 0 0 44977 AMAZON COM INCCOM023135106607242 5879 SH SOLE 0 0 5879 AMERICAN EXPRESS COCOM025816109579799 3515 SH SOLE 0 0 3515 AMERICAN TOWER CORP NEWCOM03027X100397033 1943 SH SOLE 0 0 1943 AMGEN INCCOM031162100862564 3568 SH SOLE 0 0 3568 APPLE INCCOM0378331007403186 44895 SH SOLE 0 0 44895 APPLIED MATLS 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