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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 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IWF ISHARES TR 14,966.0 $1.9M 0.13% +13K +684.4% $124.17 -1.4%
62 META META PLATFORMS INC Communication Services 3,287.0 $1.9M 0.13% -98.0 -2.9% $563.22 -2.4%
63 GEV GE VERNOVA INC Utilities 1,517.0 $1.8M 0.13% +42.0 +2.9% $1175.18 -18.6%
64 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,889.0 $1.8M 0.13% +55.0 +3.0% $935.50 +1.3%
65 V VISA INC Financial Services 5,110.0 $1.8M 0.12% -1K -20.1% $343.07 +8.2%
66 WMT WALMART INC Consumer Defensive 15,200.0 $1.7M 0.12% +332.0 +2.2% $113.26 -8.4%
67 INTC INTEL CORP Technology 12,202.0 $1.7M 0.12% +1K +10.5% $139.63 -35.5%
68 AVUV AMERICAN CENTY ETF TR 12,916.0 $1.6M 0.12% -2K -12.7% $124.76 +1.4%
69 LLY ELI LILLY & CO Healthcare 1,286.0 $1.5M 0.11% +63.0 +5.2% $1199.52 +4.6%
70 COWG PACER FDS TR 38,263.0 $1.5M 0.11% -1.8M -97.9% $40.15 -1.0%
71 KLAC KLA CORP Technology 4,971.0 $1.5M 0.11% +4K +944.3% $301.73 -39.0%
72 TSLA TESLA INC Consumer Cyclical 3,542.0 $1.5M 0.11% -251.0 -6.6% $420.66 -13.7%
73 IEI ISHARES TR 11,313.0 $1.3M 0.10% -9K -43.6% $117.45 -0.9%
74 ORCL ORACLE CORP Technology 8,833.0 $1.3M 0.09% +682.0 +8.4% $146.55 -0.1%
75 ED CONSOLIDATED EDISON INC Utilities 11,674.0 $1.3M 0.09% +291.0 +2.6% $110.63 -3.9%
76 IJH ISHARES TR 16,463.0 $1.3M 0.09% -98.0 -0.6% $77.11 -0.4%
77 T AT&T INC Communication Services 57,220.0 $1.2M 0.09% +6K +12.2% $20.70 +22.3%
78 SUSA ISHARES TR 7,558.0 $1.2M 0.08% $154.30 +2.4%
79 MDLZ MONDELEZ INTL INC Consumer Defensive 19,798.0 $1.1M 0.08% -775.0 -3.8% $57.84 +11.4%
80 GINN GOLDMAN SACHS ETF TR 14,336.0 $1.1M 0.08% -2K -13.6% $78.77 +5.2%
Page 4 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%