BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 9 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QUAL ISHARES TR 1,441.0 $316K 0.02% NEW $219.46 +1.7%
162 CEG CONSTELLATION ENERGY CORP Utilities 1,263.0 $314K 0.02% -18.0 -1.4% $248.38 +9.9%
163 VLO VALERO ENERGY CORP Energy 1,203.0 $313K 0.02% NEW $260.40 +34.0%
164 VEU VANGUARD INTL EQUITY INDEX F 3,678.0 $308K 0.02% +345.0 +10.3% $83.75 +2.3%
165 TGT TARGET CORP Consumer Defensive 2,351.0 $307K 0.02% +44.0 +1.9% $130.62 +26.6%
166 SDY SPDR SERIES TRUST 1,999.0 $304K 0.02% $152.19 +4.1%
167 MO ALTRIA GROUP INC Consumer Defensive 4,210.0 $303K 0.02% -154.0 -3.5% $71.95 -8.1%
168 CVS CVS HEALTH CORP Healthcare 2,904.0 $300K 0.02% $103.44 -10.1%
169 VDC VANGUARD WORLD FD 1,332.0 $300K 0.02% $225.43 +2.8%
170 UNILEVER PLC 4,974.0 $299K 0.02% +197.0 +4.1% $60.12
171 HYMB SPDR SERIES TRUST 11,679.0 $297K 0.02% -2K -14.5% $25.44 -2.5%
172 BA BOEING CO Industrials 1,366.0 $296K 0.02% -211.0 -13.4% $216.54 -1.1%
173 ANGL VANECK ETF TRUST 10,082.0 $295K 0.02% +243.0 +2.5% $29.24 -0.8%
174 UBER UBER TECHNOLOGIES INC Technology 4,078.0 $294K 0.02% +137.0 +3.5% $72.16 +9.2%
175 VEA VANGUARD TAX-MANAGED FDS 4,025.0 $287K 0.02% NEW $71.25 +3.0%
176 BLK BLACKROCK INC Financial Services 297.0 $286K 0.02% -197.0 -39.9% $962.02 +20.2%
177 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,970.0 $285K 0.02% -48.0 -1.6% $95.97 +24.3%
178 SYK STRYKER CORPORATION Healthcare 902.0 $284K 0.02% +92.0 +11.4% $314.90 +4.6%
179 MCD MCDONALDS CORP Consumer Cyclical 1,039.0 $281K 0.02% +51.0 +5.2% $270.41 +0.2%
180 SPYM SPDR SERIES TRUST 3,186.0 $280K 0.02% NEW $87.89 +2.6%
Page 9 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%