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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 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ORCL ORACLE CORP Technology 8,151.0 $1.6M 0.13% +114.0 +1.4% $194.91 -3.5%
62 COST COSTCO WHSL CORP NEW Consumer Defensive 1,834.0 $1.6M 0.13% +25.0 +1.4% $862.57 +22.1%
63 AVUV AMERICAN CENTY ETF TR 14,792.0 $1.5M 0.12% -305.0 -2.0% $101.98 +15.3%
64 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 35,477.0 $1.4M 0.11% +4K +13.4% $38.73 -12.2%
65 LLY ELI LILLY & CO Healthcare 1,223.0 $1.3M 0.11% -7.0 -0.6% $1074.73 -7.8%
66 T AT&T INC Communication Services 51,021.0 $1.3M 0.10% -378.0 -0.7% $24.84 -3.1%
67 GINN GOLDMAN SACHS ETF TR 16,595.0 $1.2M 0.10% -282.0 -1.7% $73.10 +4.5%
68 ED CONSOLIDATED EDISON INC Utilities 11,383.0 $1.1M 0.09% $99.32 +7.2%
69 MSTR STRATEGY INC Technology 7,357.0 $1.1M 0.09% +194.0 +2.7% $151.96 +8.9%
70 IBM INTERNATIONAL BUSINESS MACHS Technology 3,749.0 $1.1M 0.09% -170.0 -4.3% $296.22 -26.1%
71 MDLZ MONDELEZ INTL INC Consumer Defensive 20,573.0 $1.1M 0.09% -1K -6.1% $53.83 +13.3%
72 IJH ISHARES TR 16,561.0 $1.1M 0.09% +362.0 +2.2% $66.00 +9.5%
73 MA MASTERCARD INCORPORATED Financial Services 1,907.0 $1.1M 0.09% +33.0 +1.8% $570.94 -13.7%
74 TLTW ISHARES TR 47,519.0 $1.1M 0.09% +876.0 +1.9% $22.67 -3.9%
75 LMT LOCKHEED MARTIN CORP Industrials 2,188.0 $1.1M 0.09% +29.0 +1.3% $483.63 +6.4%
76 SUSA ISHARES TR 7,539.0 $1.1M 0.09% $139.34 +7.5%
77 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,868.0 $995K 0.08% -85.0 -2.1% $257.24 -15.7%
78 GSLC GOLDMAN SACHS ETF TR 7,404.0 $980K 0.08% $132.37 +5.9%
79 GEV GE VERNOVA INC Utilities 1,475.0 $964K 0.08% +57.0 +4.0% $653.37 +58.0%
80 KO COCA COLA CO Consumer Defensive 13,690.0 $957K 0.08% -209.0 -1.5% $69.91 +15.1%
Page 4 of 10  ·  196 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%