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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 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQE DIREXION SHARES ETF TRUST 5,031.0 $614K 0.04% +133.0 +2.7% $122.00 +0.6%
62 LOW LOWES COS INC Consumer Cyclical 2,696.0 $594K 0.04% +67.0 +2.5% $220.48 -2.0%
63 DUK DUKE ENERGY CORP NEW Utilities 3,916.0 $496K 0.04% +228.0 +6.2% $126.58 -5.3%
64 VGT VANGUARD WORLD FD 3,904.0 $467K 0.03% +3K +701.6% $119.53 -0.9%
65 MTB M & T BK CORP Financial Services 1,928.0 $459K 0.03% +642.0 +49.9% $237.97 +1.0%
66 C CITIGROUP INC Financial Services 3,233.0 $452K 0.03% +53.0 +1.7% $139.94 -5.9%
67 ABT ABBOTT LABORATORIES Healthcare 4,679.0 $425K 0.03% +423.0 +9.9% $90.74 +28.5%
68 SMH VANECK ETF TRUST 598.0 $392K 0.03% +7.0 +1.2% $655.55 -14.5%
69 AVGO BROADCOM INC Technology 982.0 $371K 0.03% +329.0 +50.4% $377.94 -2.5%
70 HSY HERSHEY CO Consumer Defensive 2,054.0 $360K 0.03% +120.0 +6.2% $175.41 +6.3%
71 MS MORGAN STANLEY Financial Services 1,719.0 $359K 0.03% +348.0 +25.4% $209.03 +2.5%
72 KMI KINDER MORGAN INC DEL Energy 11,022.0 $352K 0.03% +93.0 +0.8% $31.97 -3.1%
73 VUG VANGUARD INDEX FDS 3,890.0 $335K 0.02% +3K +609.9% $86.14 +1.6%
74 OUNZ VANECK MERK GOLD ETF Financial Services 8,627.0 $333K 0.02% +2K +29.2% $38.59 +15.0%
75 VEU VANGUARD INTL EQUITY INDEX F 3,678.0 $308K 0.02% +345.0 +10.3% $83.75 +2.3%
76 TGT TARGET CORP Consumer Defensive 2,351.0 $307K 0.02% +44.0 +1.9% $130.62 +26.6%
77 UNILEVER PLC 4,974.0 $299K 0.02% +197.0 +4.1% $60.12
78 ANGL VANECK ETF TRUST 10,082.0 $295K 0.02% +243.0 +2.5% $29.24 -0.8%
79 UBER UBER TECHNOLOGIES INC Technology 4,078.0 $294K 0.02% +137.0 +3.5% $72.16 +9.2%
80 SYK STRYKER CORPORATION Healthcare 902.0 $284K 0.02% +92.0 +11.4% $314.90 +4.6%
Page 4 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%