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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 11 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QCOM QUALCOMM INC Technology 1,123.0 $207K 0.01% NEW $184.74 -13.0%
202 AIRR FIRST TR EXCHANGE TRADED FD 1,546.0 $206K 0.01% NEW $133.29 -13.5%
203 DGX QUEST DIAGNOSTICS INC Healthcare 963.0 $204K 0.01% NEW $211.99 +15.3%
204 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 781.0 $204K 0.01% -1K -56.3% $261.38 +30.8%
205 PH PARKER-HANNIFIN CORP Industrials 209.0 $204K 0.01% NEW $976.17 +2.6%
206 SCHO SCHWAB STRATEGIC TR 8,412.0 $203K 0.01% +147.0 +1.8% $24.14 -0.2%
207 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,502.0 $202K 0.01% NEW $57.62 +16.3%
208 UNH UNITEDHEALTH GROUP INC Healthcare 483.0 $201K 0.01% -556.0 -53.5% $415.40 -6.1%
209 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 38,962.0 $162K 0.01% $4.16 +99.3%
210 DEEP FISSION INC 13,666.0 $151K 0.01% NEW $11.04
211 OWL BLUE OWL CAPITAL INC Financial Services 16,783.0 $147K 0.01% NEW $8.75 +33.4%
212 ETF OPPORTUNITIES TRUST 14,448.0 $143K 0.01% NEW $9.93
213 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 10,974.0 $127K 0.01% NEW $11.60 -4.7%
214 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 10,092.0 $99K 0.01% NEW $9.81 +1.0%
215 LUCD LUCID DIAGNOSTICS INC Healthcare 58,590.0 $63K 0.00% +29K +100.0% $1.07 -9.9%
216 AMC ENTMT HLDGS INC 31,068.0 $59K 0.00% +1K +3.5% $1.90
217 THM INTERNATIONAL TOWER HILL MIN Basic Materials 11,257.0 $22K 0.00% $1.99 +41.2%
218 OPK OPKO HEALTH INC Healthcare 11,680.0 $18K 0.00% $1.50 -1.3%
219 RANI RANI THERAPEUTICS HLDGS INC Healthcare 22,024.0 $17K 0.00% NEW $0.76 +15.7%
Page 11 of 11  ·  219 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%