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Portfolio (Quarterly) Guide ↗

TRAPHAGEN INVESTMENT ADVISORS LLC

· CIK 0002023380
13F Portfolio $1.2B AUM 196 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 83 Added 46 Reduced 10 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KO COCA COLA CO Consumer Defensive 13,690.0 $957K 0.08% -209.0 -1.5% $69.91 +15.6%
22 BDX BECTON DICKINSON & CO Healthcare 4,274.0 $829K 0.07% -1K -24.5% $194.07 -26.6%
23 VO VANGUARD INDEX FDS 2,786.0 $808K 0.07% -287.0 -9.3% $290.18 -73.6%
24 MRK MERCK & CO INC Healthcare 7,156.0 $753K 0.06% -814.0 -10.2% $105.26 +5.8%
25 TJX TJX COS INC NEW Consumer Cyclical 4,863.0 $747K 0.06% -82.0 -1.7% $153.60 -4.0%
26 BAC BANK AMERICA CORP Financial Services 13,125.0 $722K 0.06% -250.0 -1.9% $55.00 -9.5%
27 PFE PFIZER INC Healthcare 23,358.0 $582K 0.05% -3K -11.5% $24.90 +1.7%
28 APD AIR PRODS & CHEMS INC Basic Materials 2,312.0 $571K 0.05% -42.0 -1.8% $246.99 +18.8%
29 PG PROCTER AND GAMBLE CO Consumer Defensive 3,843.0 $551K 0.04% -1K -21.7% $143.30 -1.2%
30 CRWD CROWDSTRIKE HLDGS INC Technology 1,169.0 $548K 0.04% -18.0 -1.5% $468.85 +26.7%
31 TXN TEXAS INSTRS INC Technology 3,004.0 $521K 0.04% -134.0 -4.3% $173.46 +74.5%
32 DUK DUKE ENERGY CORP NEW Utilities 3,688.0 $432K 0.04% -1K -21.4% $117.21 +3.2%
33 INTC INTEL CORP Technology 11,041.0 $407K 0.03% -100.0 -0.9% $36.90 +194.8%
34 C CITIGROUP INC Financial Services 3,180.0 $371K 0.03% -851.0 -21.1% $116.68 +4.9%
35 ULTA ULTA BEAUTY INC Consumer Cyclical 580.0 $351K 0.03% -21.0 -3.5% $605.15 -18.3%
36 UNH UNITEDHEALTH GROUP INC Healthcare 1,039.0 $343K 0.03% -136.0 -11.6% $330.04 +19.3%
37 HYMB SPDR SERIES TRUST 13,658.0 $341K 0.03% -1K -7.0% $24.94 -0.5%
38 CMCSA COMCAST CORP NEW Communication Services 10,430.0 $312K 0.03% -551.0 -5.0% $29.89 -16.6%
39 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,394.0 $311K 0.03% -37.0 -2.6% $223.15 -32.5%
40 MCD MCDONALDS CORP Consumer Cyclical 988.0 $302K 0.03% -397.0 -28.7% $305.61 -9.6%
Page 2 of 3  ·  46 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
Financial Services 34.8%
Technology 30.6%
Communication Services 7.6%
Consumer Cyclical 6.4%
Healthcare 5.3%
Industrials 4.7%
Consumer Defensive 4.1%
Utilities 3.7%
Energy 2.5%
Basic Materials 0.3%