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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 8 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UBS UBS GROUP AG Financial Services 7,958.0 $394K 0.03% NEW $49.56 +7.5%
142 CMI CUMMINS INC Industrials 551.0 $393K 0.03% $713.80 -17.7%
143 SMH VANECK ETF TRUST 598.0 $392K 0.03% +7.0 +1.2% $655.55 -14.5%
144 IEF ISHARES TR 3,954.0 $374K 0.03% -1K -25.9% $94.57 -1.8%
145 UPS UNITED PARCEL SVCS INC Industrials 3,472.0 $373K 0.03% NEW $107.51 -5.1%
146 AVGO BROADCOM INC Technology 982.0 $371K 0.03% +329.0 +50.4% $377.94 -2.5%
147 HONEYWELL INTL INC 1,639.0 $367K 0.03% NEW $223.90
148 HONEYWELL AEROSPACE INC 1,639.0 $362K 0.03% NEW $221.08
149 HSY HERSHEY CO Consumer Defensive 2,054.0 $360K 0.03% +120.0 +6.2% $175.41 +6.3%
150 MS MORGAN STANLEY Financial Services 1,719.0 $359K 0.03% +348.0 +25.4% $209.03 +2.5%
151 MKL MARKEL GROUP INC Financial Services 182.0 $355K 0.03% $1953.01 -8.1%
152 DE DEERE & CO Industrials 556.0 $353K 0.03% $634.18 +2.1%
153 KMI KINDER MORGAN INC DEL Energy 11,022.0 $352K 0.03% +93.0 +0.8% $31.97 -3.1%
154 GLW CORNING INC Technology 1,355.0 $346K 0.03% NEW $255.40 -41.3%
155 VUG VANGUARD INDEX FDS 3,890.0 $335K 0.02% +3K +609.9% $86.14 +1.6%
156 OUNZ VANECK MERK GOLD ETF Financial Services 8,627.0 $333K 0.02% +2K +29.2% $38.59 +15.0%
157 PLD PROLOGIS INC. Real Estate 2,406.0 $326K 0.02% NEW $135.46 +4.7%
158 RSP INVESCO EXCHANGE TRADED FD T 1,528.0 $325K 0.02% -147.0 -8.8% $212.79 +4.2%
159 DVY ISHARES TR 2,072.0 $324K 0.02% -183.0 -8.1% $156.32 +5.0%
160 SHE SPDR SERIES TRUST 2,080.0 $321K 0.02% -21.0 -1.0% $154.43 +2.8%
Page 8 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%