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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 6 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAC BANK OF AMER CORP Financial Services 13,703.0 $781K 0.06% +578.0 +4.4% $56.98 +8.3%
102 TJX TJX COS INC NEW Consumer Cyclical 4,997.0 $757K 0.05% +134.0 +2.8% $151.51 -7.3%
103 FELG FIDELITY COVINGTON TRUST 17,028.0 $745K 0.05% -1K -6.5% $43.75 +0.3%
104 AXP AMERICAN EXPRESS CO Financial Services 2,142.0 $724K 0.05% -124.0 -5.5% $338.21 -0.7%
105 DIA STATE STR SPDR DOW JONES IND Financial Services 1,386.0 $724K 0.05% +8.0 +0.6% $522.40 +1.9%
106 DFAC DIMENSIONAL ETF TRUST 15,961.0 $708K 0.05% $44.36 +2.8%
107 PEP PEPSICO INC Consumer Defensive 5,209.0 $705K 0.05% +102.0 +2.0% $135.39 +6.0%
108 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,610.0 $705K 0.05% -14.0 -0.9% $437.74 -12.4%
109 UNP UNION PAC CORP Industrials 2,589.0 $704K 0.05% +131.0 +5.3% $271.95 +13.3%
110 PLTR PALANTIR TECHNOLOGIES INC Technology 6,007.0 $701K 0.05% +2K +39.7% $116.67 +54.2%
111 DSI ISHARES TR 4,809.0 $685K 0.05% $142.38 +3.0%
112 MGK VANGUARD WORLD FD 7,772.0 $683K 0.05% +6K +400.1% $87.91 +1.2%
113 USMV ISHARES TR 7,028.0 $678K 0.05% -809.0 -10.3% $96.46 +4.9%
114 RTX RTX CORPORATION Industrials 3,538.0 $671K 0.05% +252.0 +7.7% $189.70 +10.7%
115 DIS DISNEY WALT CO Communication Services 6,836.0 $658K 0.05% -187.0 -2.7% $96.26 +12.0%
116 CSX CSX CORP Industrials 13,759.0 $654K 0.05% +1K +10.6% $47.53 +8.5%
117 VTV VANGUARD INDEX FDS 2,994.0 $652K 0.05% +332.0 +12.5% $217.93 +3.9%
118 MSTR STRATEGY INC Technology 7,070.0 $615K 0.04% -287.0 -3.9% $86.93 +37.2%
119 QQQE DIREXION SHARES ETF TRUST 5,031.0 $614K 0.04% +133.0 +2.7% $122.00 +0.6%
120 NEBIUS GROUP N.V. 2,181.0 $602K 0.04% -300.0 -12.1% $276.17
Page 6 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%