Holdings
Traphagen Investment Advisors LLC
As of Sep 30, 2026, Traphagen Investment Advisors LLC reported 114 positions worth US$214M. Largest: Apple Inc, Berkshire Hathaway Inc. and Cme Group Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 148K | US$49.1M | −11,631 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 8,872 | US$14.9M | −20,699 | Sep 30, 2026 |
| Cme Group Inc. | 48,615 | US$12.7M | +20 | Sep 30, 2026 |
| Nvidia Corporation | 40,781 | US$9.31M | +1,331 | Sep 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 10,147 | US$9.14M | +9 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 25,654 | US$8.78M | +1,093 | Sep 30, 2026 |
| Intercontinental Exchange Inc. | 56,190 | US$8.54M | +2 | Sep 30, 2026 |
| Microsoft Corp. | 16,041 | US$8.23M | +447 | Sep 30, 2026 |
| Amazon.com, Inc. | 20,046 | US$4.99M | +417 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 12,817 | US$4.24M | −642 | Sep 30, 2026 |