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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NFG NATIONAL FUEL GAS CO Energy 6,500.0 $520K 0.04% $80.06 +3.5%
122 IEF ISHARES TR 5,337.0 $513K 0.04% +1K +28.4% $96.15 -2.8%
123 VTV VANGUARD INDEX FDS 2,662.0 $508K 0.04% $190.98 +8.2%
124 QQQE DIREXION SHS ETF TR 4,898.0 $501K 0.04% +688.0 +16.3% $102.31 +9.6%
125 TKO TKO GROUP HOLDINGS INC Communication Services 2,379.0 $497K 0.04% NEW $208.96 -8.6%
126 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,624.0 $466K 0.04% +1K +200.7% $287.23 +33.5%
127 AMGN AMGEN INC Healthcare 1,392.0 $455K 0.04% +10.0 +0.7% $327.20 -1.1%
128 CEG CONSTELLATION ENERGY CORP Utilities 1,281.0 $453K 0.04% $353.32 -26.0%
129 CSX CSX CORP Industrials 12,439.0 $451K 0.04% +84.0 +0.7% $36.25 +27.6%
130 BKNG BOOKING HOLDINGS INC Consumer Cyclical 83.0 $446K 0.04% $5373.01 -97.1%
131 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,018.0 $442K 0.04% $146.59 -9.0%
132 MU MICRON TECHNOLOGY INC Technology 1,527.0 $436K 0.04% +12.0 +0.8% $285.38 +141.6%
133 DUK DUKE ENERGY CORP NEW Utilities 3,688.0 $432K 0.04% -1K -21.4% $117.21 +4.0%
134 ALAI THE ALGER ETF TRUST 11,846.0 $428K 0.04% NEW $36.11 +15.8%
135 SCHG SCHWAB STRATEGIC TR 12,815.0 $418K 0.03% +1K +12.2% $32.62 +4.5%
136 INTC INTEL CORP Technology 11,041.0 $407K 0.03% -100.0 -0.9% $36.90 +188.6%
137 AMD ADVANCED MICRO DEVICES INC Technology 1,868.0 $400K 0.03% +181.0 +10.7% $214.19 +95.6%
138 MKL MARKEL GROUP INC Financial Services 182.0 $391K 0.03% $2149.65 -13.7%
139 C CITIGROUP INC Financial Services 3,180.0 $371K 0.03% -851.0 -21.1% $116.68 +5.2%
140 VGT VANGUARD WORLD FD 487.0 $367K 0.03% $753.70 -85.2%
Page 7 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%