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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 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN CORP Industrials 2,181.0 $1.1M 0.08% $509.42 +10.6%
82 KO COCA COLA CO Consumer Defensive 13,566.0 $1.1M 0.08% -124.0 -0.9% $81.27 +12.1%
83 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 42,245.0 $1.1M 0.08% +7K +19.1% $25.95 +31.3%
84 GSLC GOLDMAN SACHS ETF TR 7,616.0 $1.1M 0.08% +212.0 +2.9% $141.90 +3.0%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 5,756.0 $1.0M 0.07% +116.0 +2.1% $180.91 +4.0%
86 AMD ADVANCED MICRO DEVICES INC Technology 1,761.0 $1.0M 0.07% -107.0 -5.7% $581.05 -18.6%
87 IBM INTERNATIONAL BUSINESS MACHS Technology 3,609.0 $1.0M 0.07% -140.0 -3.7% $281.17 -16.2%
88 VXUS VANGUARD STAR FDS 11,689.0 $999K 0.07% +74.0 +0.6% $85.49 +2.6%
89 ESGU ISHARES TR 6,033.0 $987K 0.07% -145.0 -2.4% $163.67 +2.5%
90 CRWD CROWDSTRIKE HLDGS INC Technology 1,285.0 $981K 0.07% +116.0 +9.9% $190.86 +0.6%
91 VV VANGUARD INDEX FDS 2,775.0 $954K 0.07% $343.87 +2.5%
92 MA MASTERCARD INCORPORATED Financial Services 1,857.0 $954K 0.07% -50.0 -2.6% $513.59 +13.1%
93 TXN TEXAS INSTRS INC Technology 3,188.0 $950K 0.07% +184.0 +6.1% $298.07 -11.3%
94 VO VANGUARD INDEX FDS 11,134.0 $897K 0.06% +8K +299.6% $80.57 +3.0%
95 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,867.0 $866K 0.06% $223.93 +25.4%
96 BK BANK OF NY MELLON CORP Financial Services 5,864.0 $848K 0.06% NEW $144.61 -1.9%
97 LRCX LAM RESEARCH CORP Technology 1,931.0 $837K 0.06% -32.0 -1.6% $433.40 -27.5%
98 ETN EATON CORP PLC Industrials 1,931.0 $823K 0.06% +42.0 +2.2% $426.01 -1.6%
99 MRK MERCK & CO INC Healthcare 6,280.0 $807K 0.06% -876.0 -12.2% $128.50 +18.7%
100 ITOT ISHARES TR 4,803.0 $789K 0.06% -62.0 -1.3% $164.29 +2.2%
Page 5 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%