BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

TRAPHAGEN INVESTMENT ADVISORS LLC

· CIK 0002023380
13F Portfolio $1.4B AUM 220 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 39 New 87 Added 69 Reduced 16 Exited
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 19,629.0 $4.7M 0.33% +467.0 +2.4% $238.34 +8.5%
22 JPM JPMORGAN CHASE & CO Financial Services 13,459.0 $4.4M 0.32% +151.0 +1.1% $327.33 +7.4%
23 SCHX SCHWAB STRATEGIC TR 112,180.0 $3.3M 0.24% +619.0 +0.6% $29.43 +2.7%
24 IBIT ISHARES BITCOIN TRUST ETF Financial Services 90,532.0 $3.0M 0.21% +32K +54.5% $33.29 +31.2%
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,939.0 $2.9M 0.21% +45.0 +1.2% $746.86 +2.5%
26 XOM EXXON MOBIL CORP Energy 16,986.0 $2.3M 0.17% +1K +8.2% $136.72 +20.8%
27 CVX CHEVRON CORPORATION Energy 13,866.0 $2.3M 0.16% +1K +11.6% $165.76 +23.8%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 51,940.0 $2.2M 0.16% +2K +3.3% $42.34 +16.8%
29 GE GE AEROSPACE Industrials 5,727.0 $2.1M 0.15% +149.0 +2.7% $373.75 -6.8%
30 MU MICRON TECHNOLOGY INC Technology 1,764.0 $2.0M 0.14% +237.0 +15.5% $1154.17 -16.2%
31 QQQ INVESCO QQQ TR Financial Services 2,736.0 $2.0M 0.14% +110.0 +4.2% $736.30 -3.1%
32 VIG VANGUARD SPECIALIZED FUNDS 8,112.0 $1.9M 0.14% +474.0 +6.2% $236.63 +3.1%
33 IWF ISHARES TR 14,966.0 $1.9M 0.13% +13K +684.4% $124.17 -1.4%
34 GEV GE VERNOVA INC Utilities 1,517.0 $1.8M 0.13% +42.0 +2.9% $1175.18 -18.6%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,889.0 $1.8M 0.13% +55.0 +3.0% $935.50 +1.3%
36 WMT WALMART INC Consumer Defensive 15,200.0 $1.7M 0.12% +332.0 +2.2% $113.26 -8.4%
37 INTC INTEL CORP Technology 12,202.0 $1.7M 0.12% +1K +10.5% $139.63 -35.5%
38 LLY ELI LILLY & CO Healthcare 1,286.0 $1.5M 0.11% +63.0 +5.2% $1199.52 +4.6%
39 KLAC KLA CORP Technology 4,971.0 $1.5M 0.11% +4K +944.3% $301.73 -39.0%
40 ORCL ORACLE CORP Technology 8,833.0 $1.3M 0.09% +682.0 +8.4% $146.55 -0.1%
Page 2 of 5  ·  87 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Financial Services 30.2%
Communication Services 6.9%
Consumer Cyclical 5.5%
Industrials 5.5%
Healthcare 5.1%
Consumer Defensive 4.2%
Utilities 4.1%
Energy 3.0%
Basic Materials 0.3%