Long-term investor
Traphagen Investment Advisors LLC @traphageninvestmentadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002023380).
Record
- Tracked since 2025-06-30 (446 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months n/a · 1 year +15.0% · all +15.0%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 25.8% · long · since 2025-06-30
- 025072885 · 9.3% · long · since 2025-06-30
- 92647X830 · 7.1% · long · since 2025-06-30
- 92647X764 · 5.6% · long · since 2025-09-30
- 47103U746 · 4.0% · long · since 2025-06-30
- 33737A108 · 3.7% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- 47103U845 · 3.2% · long · since 2025-06-30
- 31609A404 · 3.0% · long · since 2026-03-31
- 890930308 · 2.7% · long · since 2025-06-30
- 316092865 · 1.9% · long · since 2025-06-30
- 92206C706 · 1.9% · long · since 2025-06-30