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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 8 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GILD GILEAD SCIENCES INC Healthcare 2,904.0 $356K 0.03% +28.0 +1.0% $122.73 +6.2%
142 HSY HERSHEY CO Consumer Defensive 1,934.0 $352K 0.03% $181.98 +2.8%
143 ULTA ULTA BEAUTY INC Consumer Cyclical 580.0 $351K 0.03% -21.0 -3.5% $605.15 -18.9%
144 BX BLACKSTONE INC Financial Services 2,266.0 $349K 0.03% +14.0 +0.6% $154.14 -24.6%
145 UNH UNITEDHEALTH GROUP INC Healthcare 1,039.0 $343K 0.03% -136.0 -11.6% $330.04 +16.9%
146 BA BOEING CO Industrials 1,577.0 $342K 0.03% +183.0 +13.1% $217.16 +1.2%
147 HYMB SPDR SERIES TRUST 13,658.0 $341K 0.03% -1K -7.0% $24.94 -0.5%
148 LRCX LAM RESEARCH CORP Technology 1,963.0 $336K 0.03% +46.0 +2.4% $171.19 +70.0%
149 NFLX NETFLIX INC Communication Services 3,560.0 $334K 0.03% +3K +1071.0% $93.76 -6.8%
150 FAST FASTENAL CO Industrials 8,240.0 $331K 0.03% $40.13 +8.3%
151 UBER UBER TECHNOLOGIES INC Technology 3,941.0 $322K 0.03% +108.0 +2.8% $81.72 -8.7%
152 RSP INVESCO EXCHANGE TRADED FD T 1,675.0 $321K 0.03% +192.0 +12.9% $191.53 +5.3%
153 DVY ISHARES TR 2,255.0 $318K 0.03% +158.0 +7.5% $141.12 +7.4%
154 UNILEVER PLC 4,777.0 $312K 0.03% NEW $65.40
155 CMCSA COMCAST CORP NEW Communication Services 10,430.0 $312K 0.03% -551.0 -5.0% $29.89 -17.1%
156 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,394.0 $311K 0.03% -37.0 -2.6% $223.15 -34.4%
157 MCD MCDONALDS CORP Consumer Cyclical 988.0 $302K 0.03% -397.0 -28.7% $305.61 -9.6%
158 KMI KINDER MORGAN INC DEL Energy 10,929.0 $300K 0.03% +2K +22.6% $27.49 +21.5%
159 ANGL VANECK ETF TRUST 9,839.0 $289K 0.02% $29.37 -1.7%
160 SYK STRYKER CORPORATION Healthcare 810.0 $285K 0.02% -26.0 -3.1% $351.60 -12.7%
Page 8 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%