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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 5 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 1,039.0 $281K 0.02% +51.0 +5.2% $270.41 +0.2%
82 DGRO ISHARES TR 3,371.0 $255K 0.02% +115.0 +3.5% $75.79 +5.0%
83 KHC KRAFT HEINZ CO Consumer Defensive 10,163.0 $240K 0.02% +390.0 +4.0% $23.62 +8.3%
84 NOBL PROSHARES TR 3,790.0 $213K 0.01% +2K +89.2% $56.15 +4.6%
85 SCHO SCHWAB STRATEGIC TR 8,412.0 $203K 0.01% +147.0 +1.8% $24.14 -0.2%
86 LUCD LUCID DIAGNOSTICS INC Healthcare 58,590.0 $63K 0.00% +29K +100.0% $1.07 -9.9%
87 AMC ENTMT HLDGS INC 31,068.0 $59K 0.00% +1K +3.5% $1.90
Page 5 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%