# EDGAR Filing Document

**Accession Number:** 0001900409
**File Stem:** 0001900409-26-000001
**Filing Date:** 2026-1
**Character Count:** 14064
**Document Hash:** 7c94977d7a24c6dbf5d4575adff172f0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001900409-26-000001.hdr.sgml**: 20260108

**ACCESSION NUMBER**: 0001900409-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260108

**DATE AS OF CHANGE**: 20260108

**EFFECTIVENESS DATE**: 20260108

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Agate Pass Investment Management, LLC
- **CENTRAL INDEX KEY:** 0001900409

**ORGANIZATION NAME:**
- **EIN:** 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:** 26518217

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Agate Pass Investment Management LLC<br>**Address:** 400 WINSLOW WAY E

#220<br>BAINBRIDGE ISLAND, WA 98110

**Form 13F File Number:** 028-21471

**CRD Number (if applicable):** 000155049

**SEC File Number (if applicable):** 801-115003

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brad Van Aken<br>**Title:** Chief Compliance Officer<br>**Phone:** 206 842-5770

**Signature, Place, and Date of Signing:**

Brad Van Aken  Bainbridge Island, WA  01-08-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 106

**Form 13F Information Table Value Total:** $269173248

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 7712273 | 61555 | SH |  | SOLE |  | 61555 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 15359783 | 67223 | SH |  | SOLE |  | 67223 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 1339258 | 12145 | SH |  | SOLE |  | 12145 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 1552167 | 6284 | SH |  | SOLE |  | 6284 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3833067 | 12215 | SH |  | SOLE |  | 12215 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 16150256 | 51598 | SH |  | SOLE |  | 51598 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 7018082 | 30405 | SH |  | SOLE |  | 30405 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 441061 | 3825 | SH |  | SOLE |  | 3825 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 580764 | 1570 | SH |  | SOLE |  | 1570 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 258088 | 1470 | SH |  | SOLE |  | 1470 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1215238 | 3713 | SH |  | SOLE |  | 3713 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 14044505 | 51661 | SH |  | SOLE |  | 51661 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 1857664 | 7229 | SH |  | SOLE |  | 7229 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 2529934 | 9835 | SH |  | SOLE |  | 9835 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 2465752 | 21240 | SH |  | SOLE |  | 21240 | 0 | 0 |
| BERKLEY W R CORP | COM | 084423102 |  | 2461072 | 35098 | SH |  | SOLE |  | 35098 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2383064 | 4741 | SH |  | SOLE |  | 4741 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 945545 | 883 | SH |  | SOLE |  | 883 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2214670 | 14531 | SH |  | SOLE |  | 14531 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 5123437 | 66512 | SH |  | SOLE |  | 66512 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 |  | 210820 | 2540 | SH |  | SOLE |  | 2540 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 434631 | 4643 | SH |  | SOLE |  | 4643 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 963090 | 24600 | SH |  | SOLE |  | 24600 | 0 | 0 |
| CORPAY INC | COM SHS | 219948106 |  | 2760732 | 9174 | SH |  | SOLE |  | 9174 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2763906 | 3205 | SH |  | SOLE |  | 3205 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 3118846 | 13624 | SH |  | SOLE |  | 13624 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 768135 | 4965 | SH |  | SOLE |  | 4965 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1751719 | 15397 | SH |  | SOLE |  | 15397 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 609140 | 5197 | SH |  | SOLE |  | 5197 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 |  | 1822562 | 38105 | SH |  | SOLE |  | 38105 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2098027 | 17434 | SH |  | SOLE |  | 17434 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 891010 | 13265 | SH |  | SOLE |  | 13265 | 0 | 0 |
| FS BANCORP INC | COM | 30263Y104 |  | 215731 | 5240 | SH |  | SOLE |  | 5240 | 0 | 0 |
| GENUINE PARTS CO | COM | 372460105 |  | 787403 | 6404 | SH |  | SOLE |  | 6404 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 213342 | 620 | SH |  | SOLE |  | 620 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 2973489 | 6695 | SH |  | SOLE |  | 6695 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 2189881 | 7393 | SH |  | SOLE |  | 7393 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 772781 | 1258 | SH |  | SOLE |  | 1258 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 4290087 | 79623 | SH |  | SOLE |  | 79623 | 0 | 0 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 549185 | 5832 | SH |  | SOLE |  | 5832 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 821810 | 3339 | SH |  | SOLE |  | 3339 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1143165 | 1669 | SH |  | SOLE |  | 1669 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 228445 | 2141 | SH |  | SOLE |  | 2141 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 4119405 | 77901 | SH |  | SOLE |  | 77901 | 0 | 0 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 3952671 | 78147 | SH |  | SOLE |  | 78147 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 832813 | 16462 | SH |  | SOLE |  | 16462 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 5772098 | 27891 | SH |  | SOLE |  | 27891 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 8654316 | 26858 | SH |  | SOLE |  | 26858 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 762977 | 1789 | SH |  | SOLE |  | 1789 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 3119642 | 12936 | SH |  | SOLE |  | 12936 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 620790 | 2001 | SH |  | SOLE |  | 2001 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 3929082 | 6883 | SH |  | SOLE |  | 6883 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 223416 | 731 | SH |  | SOLE |  | 731 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1804487 | 18785 | SH |  | SOLE |  | 18785 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 715768 | 6800 | SH |  | SOLE |  | 6800 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 13075040 | 27036 | SH |  | SOLE |  | 27036 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 866653 | 13603 | SH |  | SOLE |  | 13603 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 665859104 |  | 1173991 | 8595 | SH |  | SOLE |  | 8595 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 1371807 | 9950 | SH |  | SOLE |  | 9950 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 419455 | 8244 | SH |  | SOLE |  | 8244 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 6238757 | 32008 | SH |  | SOLE |  | 32008 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 828859 | 943 | SH |  | SOLE |  | 943 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 3210249 | 22368 | SH |  | SOLE |  | 22368 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 2193498 | 15306 | SH |  | SOLE |  | 15306 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 2644896 | 20718 | SH |  | SOLE |  | 20718 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 558756 | 4950 | SH |  | SOLE |  | 4950 | 0 | 0 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 430702 | 2682 | SH |  | SOLE |  | 2682 | 0 | 0 |
| RESMED INC | COM | 761152107 |  | 243520 | 1011 | SH |  | SOLE |  | 1011 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 1665220 | 4280 | SH |  | SOLE |  | 4280 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 4208079 | 22945 | SH |  | SOLE |  | 22945 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 2249215 | 8490 | SH |  | SOLE |  | 8490 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1659191 | 60488 | SH |  | SOLE |  | 60488 | 0 | 0 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 1176258 | 9992 | SH |  | SOLE |  | 9992 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 1415964 | 11858 | SH |  | SOLE |  | 11858 | 0 | 0 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 836992 | 18720 | SH |  | SOLE |  | 18720 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y605 |  | 420728 | 7682 | SH |  | SOLE |  | 7682 | 0 | 0 |
| SELECT SECTOR SPDR TR | THE UTILITIES SE | 81369Y209 |  | 850626 | 5495 | SH |  | SOLE |  | 5495 | 0 | 0 |
| SELECT SECTOR SPDR TR | THE CONSUMER DIS | 81369Y803 |  | 4164600 | 28927 | SH |  | SOLE |  | 28927 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 379856 | 8898 | SH |  | SOLE |  | 8898 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 227793 | 703 | SH |  | SOLE |  | 703 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2384020 | 3496 | SH |  | SOLE |  | 3496 | 0 | 0 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 1131510 | 8131 | SH |  | SOLE |  | 8131 | 0 | 0 |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | 78468R739 |  | 253633 | 5285 | SH |  | SOLE |  | 5285 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 1158383 | 13756 | SH |  | SOLE |  | 13756 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 632549 | 8584 | SH |  | SOLE |  | 8584 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 2384383 | 13744 | SH |  | SOLE |  | 13744 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 1747612 | 6025 | SH |  | SOLE |  | 6025 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 558216 | 1691 | SH |  | SOLE |  | 1691 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 10848488 | 22237 | SH |  | SOLE |  | 22237 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 6348816 | 10124 | SH |  | SOLE |  | 10124 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 460232 | 1523 | SH |  | SOLE |  | 1523 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 741900 | 3503 | SH |  | SOLE |  | 3503 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 11059700 | 42875 | SH |  | SOLE |  | 42875 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 912940 | 2723 | SH |  | SOLE |  | 2723 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 7563762 | 102824 | SH |  | SOLE |  | 102824 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 657701 | 13078 | SH |  | SOLE |  | 13078 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 1668384 | 19921 | SH |  | SOLE |  | 19921 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2902172 | 36400 | SH |  | SOLE |  | 36400 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 983955 | 4477 | SH |  | SOLE |  | 4477 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 224830 | 3599 | SH |  | SOLE |  | 3599 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 334115 | 2328 | SH |  | SOLE |  | 2328 | 0 | 0 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 519492 | 1319 | SH |  | SOLE |  | 1319 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1967533 | 5610 | SH |  | SOLE |  | 5610 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 214360 | 2300 | SH |  | SOLE |  | 2300 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 1630584 | 8785 | SH |  | SOLE |  | 8785 | 0 | 0 |
| WOODWARD INC | COM | 980745103 |  | 1002191 | 3315 | SH |  | SOLE |  | 3315 | 0 | 0 |

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