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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 6 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 HON HONEYWELL INTL INC Industrials 3,446.0 $672K 0.06% +77.0 +2.3% $195.08 +11.3%
102 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,378.0 $662K 0.05% $480.48 +3.1%
103 MGK VANGUARD WORLD FD 1,554.0 $641K 0.05% $412.65 -78.7%
104 LOW LOWES COS INC Consumer Cyclical 2,629.0 $634K 0.05% $241.16 -8.9%
105 DFAC DIMENSIONAL ETF TRUST 15,882.0 $629K 0.05% $39.59 +8.3%
106 WFC WELLS FARGO CO NEW Financial Services 6,736.0 $628K 0.05% +390.0 +6.2% $93.20 -20.3%
107 DSI ISHARES TR 4,802.0 $619K 0.05% $128.83 +8.8%
108 RTX RTX CORPORATION Industrials 3,286.0 $603K 0.05% +89.0 +2.8% $183.38 -5.2%
109 ETN EATON CORP PLC Industrials 1,889.0 $602K 0.05% +11.0 +0.6% $318.57 +19.0%
110 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,786.0 $587K 0.05% NEW $328.60 -22.2%
111 PFE PFIZER INC Healthcare 23,358.0 $582K 0.05% -3K -11.5% $24.90 +1.5%
112 KLAC KLA CORP Technology 476.0 $579K 0.05% +25.0 +5.5% $1215.35 +44.5%
113 APD AIR PRODS & CHEMS INC Basic Materials 2,312.0 $571K 0.05% -42.0 -1.8% $246.99 +19.3%
114 UNP UNION PAC CORP Industrials 2,458.0 $569K 0.05% +63.0 +2.6% $231.30 +19.2%
115 PG PROCTER AND GAMBLE CO Consumer Defensive 3,843.0 $551K 0.04% -1K -21.7% $143.30 -1.1%
116 CRWD CROWDSTRIKE HLDGS INC Technology 1,169.0 $548K 0.04% -18.0 -1.5% $468.85 +30.7%
117 ABT ABBOTT LABS Healthcare 4,256.0 $533K 0.04% $125.28 -30.7%
118 BLK BLACKROCK INC Financial Services 494.0 $529K 0.04% +20.0 +4.2% $1070.20 +1.4%
119 AVLV AMERICAN CENTY ETF TR 6,960.0 $527K 0.04% $75.77 +15.7%
120 TXN TEXAS INSTRS INC Technology 3,004.0 $521K 0.04% -134.0 -4.3% $173.46 +73.6%
Page 6 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%