Chris Bulman Inc
CIK 2032404 · View on SEC EDGAR ↗
- Portfolio value
- $273.8M
- Positions
- 165
- As of
- June 30, 2026
#5,449 of 9,443 by 13F value · top 57.7%
Portfolio value QoQ: +19.9% 13F does not disclose cash
- Top 10 holdings weight
- 44.32%
- Top 25 holdings weight
- 65.76%
- Positions above 1%
- 24
- Effective number of positions
- 34.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.33% Est. buys $36,332,458 · sells $10,863,409
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 74.0% still held
- New positions
- 31
- Increased
- 56
- Decreased
- 60
- Closed
- 16
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
7.0%
Consumer Discretionary
1.0%
Retail
0.8%
Communication Services
0.7%
Financials
0.7%
Industrials
0.6%
Healthcare
0.6%
Utilities
0.2%
Financial Services
0.1%
Energy
0.1%
Other/Unmapped
88.2%
Full portfolio 165 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $24,258,895 | 8.86% | 35,322 | $6,820,594 | Up ×6 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $18,954,761 | 6.92% | 233,836 | $4,256,285 | Up ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $18,753,930 | 6.85% | 25,466 | $5,579,752 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $14,328,778 | 5.23% | 49,519 | $2,878,755 | Up ×1 | ||
| AVEM | $8,870,846 | 3.24% | 91,934 | $2,540,787 | Up ×6 | ||
| BUFR | $8,285,481 | 3.03% | 226,813 | $548,842 | Down ×1 | ||
| PJUN | $7,782,095 | 2.84% | 180,016 | $1,076,856 | Up ×4 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $7,332,935 | 2.68% | 169,980 | $1,864,303 | Up ×6 | ||
| SCHD | $6,790,609 | 2.48% | 214,147 | $1,321,987 | Up ×2 | ||
| WCMI | $5,996,029 | 2.19% | 306,389 | $1,170,157 | Up ×1 | ||
| VTV | $5,672,039 | 2.07% | 26,027 | $390,087 | Down ×2 | ||
| VIG | $5,519,556 | 2.02% | 23,326 | $-182,634 | Down ×2 | ||
| VB | $5,441,408 | 1.99% | 17,950 | $653,511 | Down ×2 | ||
| VUG | $5,074,637 | 1.85% | 58,911 | $371,602 | Up ×1 | ||
| DBEF | $4,833,859 | 1.77% | 88,483 | $1,227,237 | Up ×5 | ||
| FICS First Trust International Developed Capital Strength ETF | $4,424,753 | 1.62% | 105,914 | $215,559 | Down ×2 | ||
| BIV | $3,701,879 | 1.35% | 48,264 | $350,845 | Up ×6 | ||
| SPHD | $3,406,405 | 1.24% | 67,003 | $-229,037 | Down ×1 | ||
| PMAY | $3,229,660 | 1.18% | 78,200 | $410,135 | Up ×3 | ||
| IEFA | $3,124,457 | 1.14% | 32,352 | $-79,150 | Down ×2 | ||
| PFEB | $3,022,167 | 1.10% | 70,185 | $168,049 | Down ×1 | ||
| PSEP | $2,970,457 | 1.08% | 64,505 | $62,916 | Down ×2 | ||
| IEMG | $2,870,545 | 1.05% | 34,652 | $190,311 | Down ×2 | ||
| IWM | $2,736,675 | 1.00% | 9,108 | $225,855 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2,698,571 | 0.99% | 6,416 | $313,423 | |||
| POCT | $2,689,877 | 0.98% | 57,959 | $-254,019 | Down ×2 | ||
| PAUG | $2,600,886 | 0.95% | 56,987 | $148,158 | Down ×2 | ||
| UITB VictoryShares Core Intermediate Bond ETF | $2,468,813 | 0.90% | 52,710 | $236,123 | Up ×6 | ||
| BDEC | $2,375,014 | 0.87% | 44,641 | $-93,330 | Down ×1 | ||
| PDEC | $2,312,855 | 0.84% | 50,400 | $-109,012 | Down ×2 | ||
| LMBS First Trust Low Duration Opportunities ETF | $2,085,704 | 0.76% | 41,899 | $165,243 | Up ×6 | ||
| IAPR | $2,022,256 | 0.74% | 60,893 | $84,274 | Down ×1 | ||
| BALT | $2,015,316 | 0.74% | 58,807 | $328,144 | Up ×1 | ||
| AGG | $1,939,468 | 0.71% | 19,594 | $-236,762 | Down ×2 | ||
| GAUG | $1,792,908 | 0.65% | 43,286 | $121,712 | Up ×3 | ||
| BMAR | $1,788,176 | 0.65% | 31,030 | $522,996 | Up ×2 | ||
| BFEB | $1,745,927 | 0.64% | 33,166 | $100,772 | Down ×1 | ||
| PMAR | $1,732,848 | 0.63% | 36,275 | $335,662 | Up ×3 | ||
| GFEB | $1,640,437 | 0.60% | 37,258 | $61,514 | Down ×1 | ||
| PNOV | $1,578,993 | 0.58% | 35,603 | $-88,832 | Down ×2 | ||
| VTI | $1,578,875 | 0.58% | 4,267 | $459,548 | Up ×4 | ||
| PAPR | $1,436,910 | 0.52% | 34,050 | $120,605 | Up ×3 | ||
| GMAR | $1,310,123 | 0.48% | 29,614 | $138,093 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,294,087 | 0.47% | 6,467 | $234,926 | Up ×3 | ||
| GMAY | $1,287,325 | 0.47% | 29,910 | $62,622 | Up ×3 | ||
| PJAN | $1,178,011 | 0.43% | 23,803 | $-21,738 | Down ×1 | ||
| IVV | $1,165,273 | 0.43% | 1,556 | $638,133 | Up ×3 | ||
| TFLO | $1,154,547 | 0.42% | 22,804 | $-125,028 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,147,970 | 0.42% | 1,227 | $-268,115 | Down ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,120,194 | 0.41% | 3,134 | $263,158 | Up ×4 | ||
| PJUL | $1,035,162 | 0.38% | 21,208 | $-116,370 | Down ×3 | ||
| ALL Allstate Corporation (The) Common Stock | $991,258 | 0.36% | 4,166 | $127,480 | |||
| MSFT Microsoft Corporation - Common Stock | $984,982 | 0.36% | 2,640 | $37,562 | Up ×1 | ||
| VGT | $984,844 | 0.36% | 8,240 | $266,193 | Up ×3 | ||
| BAMG | $870,824 | 0.32% | 19,232 | $152,951 | Down ×2 | ||
| ILDR | $846,515 | 0.31% | 21,570 | $249,784 | Up ×1 | ||
| UCON | $831,511 | 0.30% | 33,420 | $99,220 | Up ×1 | ||
| BJAN | $826,359 | 0.30% | 14,037 | $54,302 | Down ×1 | ||
| BMAY | $781,608 | 0.29% | 16,507 | Up ×1 | |||
| IBTH iShares iBonds Dec 2027 Term Treasury ETF | $780,213 | 0.28% | 34,877 | $-73,431 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $776,542 | 0.28% | 3,258 | $207,162 | Up ×1 | ||
| SPYM | $776,268 | 0.28% | 8,833 | $100,301 | Up ×1 | ||
| IBTJ iShares iBonds Dec 2029 Term Treasury ETF | $770,550 | 0.28% | 35,591 | $-77,571 | Down ×2 | ||
| BJUN | $755,271 | 0.28% | 15,515 | $554,209 | Up ×1 | ||
| FBND | $740,255 | 0.27% | 16,272 | $-91,807 | Down ×2 | ||
| BAMV | $726,604 | 0.27% | 20,663 | $42,501 | Down ×2 | ||
| SPY SPY | $719,886 | 0.26% | 964 | $98,812 | Up ×1 | ||
| FJAN | $695,511 | 0.25% | 12,625 | $-15,018 | Down ×1 | ||
| BUFQ | $695,040 | 0.25% | 17,699 | $69,912 | |||
| VEA | $691,212 | 0.25% | 9,701 | $246,829 | Up ×4 | ||
| BAMD | $689,483 | 0.25% | 21,163 | $19,362 | Down ×2 | ||
| BSEP | $688,971 | 0.25% | 13,066 | $57,875 | Down ×2 | ||
| DJUN | $682,183 | 0.25% | 13,843 | $463,829 | Up ×1 | ||
| FSEP | $631,823 | 0.23% | 11,471 | $48,750 | Down ×2 | ||
| VTEB | $631,429 | 0.23% | 12,484 | Up ×1 | |||
| ZFEB | $610,491 | 0.22% | 23,494 | $-6,563 | Down ×4 | ||
| KEYS Keysight Technologies Inc. Common Stock | $586,780 | 0.21% | 1,676 | $109,524 | Down ×4 | ||
| VTEC | $582,877 | 0.21% | 5,794 | Up ×1 | |||
| ZOCT | $560,902 | 0.20% | 20,314 | $10,481 | Down ×2 | ||
| BAUG | $560,754 | 0.20% | 10,459 | $34,712 | Down ×2 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $555,332 | 0.20% | 3,393 | Up ×1 | |||
| BAPR | $552,200 | 0.20% | 10,368 | $233,585 | Up ×1 | ||
| IBTI iShares iBonds Dec 2028 Term Treasury ETF | $552,157 | 0.20% | 24,939 | $-74,600 | Down ×2 | ||
| BNOV | $542,070 | 0.20% | 11,338 | $-263,578 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $507,524 | 0.19% | 1,436 | Up ×1 | |||
| ABBV AbbVie Inc. Common Stock | $504,049 | 0.18% | 2,003 | $72,687 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $502,112 | 0.18% | 1,329 | $181,745 | Up ×4 | ||
| BUFY | $495,899 | 0.18% | 21,185 | $21,779 | |||
| CMF | $495,070 | 0.18% | 8,589 | Up ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $493,129 | 0.18% | 8,473 | $-2,880 | |||
| APXM | $490,927 | 0.18% | 15,494 | Up ×1 | |||
| FFEB | $490,340 | 0.18% | 8,041 | $17,680 | Down ×1 | ||
| BUFD | $445,355 | 0.16% | 14,985 | $25,775 | |||
| HEQQ JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF | $437,164 | 0.16% | 7,143 | Up ×1 | |||
| HELO | $434,472 | 0.16% | 6,429 | Up ×1 | |||
| INTC Intel Corporation - Common Stock | $411,173 | 0.15% | 2,945 | Up ×1 | |||
| FDEC | $408,995 | 0.15% | 7,509 | $35,648 | |||
| AMAT Applied Materials, Inc. - Common Stock | $407,752 | 0.15% | 564 | $88,205 | Down ×2 | ||
| ZSEP | $402,034 | 0.15% | 14,588 | $15,714 | Up ×1 | ||
| FAI | $399,079 | 0.15% | 7,336 | $162,707 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VOO | $24,258,895 | 8.86% | up ×6 |
| RDVY | $18,954,761 | 6.92% | up ×6 |
| AVEM | $8,870,846 | 3.24% | up ×6 |
| PJUN | $7,782,095 | 2.84% | up ×4 |
| SDVY | $7,332,935 | 2.68% | up ×6 |
| DBEF | $4,833,859 | 1.77% | up ×5 |
| BIV | $3,701,879 | 1.35% | up ×6 |
| PMAY | $3,229,660 | 1.18% | up ×3 |
| UITB | $2,468,813 | 0.90% | up ×6 |
| LMBS | $2,085,704 | 0.76% | up ×6 |
| GAUG | $1,792,908 | 0.65% | up ×3 |
| PMAR | $1,732,848 | 0.63% | up ×3 |
| VTI | $1,578,875 | 0.58% | up ×4 |
| PAPR | $1,436,910 | 0.52% | up ×3 |
| NVDA | $1,294,087 | 0.47% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BMAY | $781,608 | 16,507 | 0.29% |
| VTEB | $631,429 | 12,484 | 0.23% |
| VTEC | $582,877 | 5,794 | 0.21% |
| ESGU | $555,332 | 3,393 | 0.20% |
| GOOG | $507,524 | 1,436 | 0.19% |
| CMF | $495,070 | 8,589 | 0.18% |
| APXM | $490,927 | 15,494 | 0.18% |
| HEQQ | $437,164 | 7,143 | 0.16% |
| HELO | $434,472 | 6,429 | 0.16% |
| INTC | $411,173 | 2,945 | 0.15% |
| SUB | $358,804 | 3,370 | 0.13% |
| LLY | $352,755 | 294 | 0.13% |
| FMAY | $349,003 | 6,210 | 0.13% |
| MUB | $336,313 | 3,125 | 0.12% |
| DELL | $306,110 | 709 | 0.11% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Bought more | +6K | +$6.8M |
| QQQ | Bought more | +3K | +$5.6M |
| RDVY | Bought more | +19K | +$4.3M |
| AAPL | Bought more | +4K | +$2.9M |
| AVEM | Bought more | +13K | +$2.5M |
| SDVY | Bought more | +31K | +$1.9M |
| SCHD | Bought more | +36K | +$1.3M |
| DBEF | Bought more | +15K | +$1.2M |
| WCMI | Bought more | +19K | +$1.2M |
| PJUN | Bought more | +20K | +$1.1M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| NOBL | June 30, 2025 | 27,805 | $2,841,085 | No longer tracked |
| MOAT | June 30, 2025 | 29,818 | $2,623,998 | No longer tracked |
| YSEP | June 30, 2025 | 94,113 | $2,139,188 | No longer tracked |
| JAAA | Dec. 31, 2025 | 30,825 | $1,565,269 | No longer tracked |
| IJAN | June 30, 2025 | 36,146 | $1,155,736 | No longer tracked |
| KJUL | June 30, 2025 | 41,134 | $1,150,337 | No longer tracked |
| INTU | March 31, 2026 | 1,557 | $1,031,388 | -16.3% |
| NJUL | June 30, 2025 | 15,097 | $906,223 | No longer tracked |
| BJAN | Sept. 30, 2025 | 9,487 | $476,481 | No longer tracked |
| SPLV | March 31, 2025 | 6,753 | $472,710 | No longer tracked |
| BOCT | June 30, 2026 | 9,395 | $450,837 | No longer tracked |
| ZAPR | Sept. 30, 2025 | 17,319 | $433,841 | No longer tracked |
| WMT | Sept. 30, 2025 | 4,360 | $426,365 | 1.2% |
| WCN | Sept. 30, 2025 | 2,169 | $404,996 | -3.7% |
| SPYG | March 31, 2026 | 3,795 | $404,927 | No longer tracked |
| CLOA | Dec. 31, 2025 | 7,682 | $399,196 | |
| JNJ | June 30, 2025 | 2,348 | $389,356 | 78.0% |
| ICLO | Dec. 31, 2025 | 14,581 | $373,412 | No longer tracked |
| BAUG | March 31, 2025 | 8,228 | $358,609 | No longer tracked |
| LLY | Sept. 30, 2025 | 457 | $356,416 | 66.2% |
| UJUL | Dec. 31, 2025 | 9,287 | $353,916 | No longer tracked |
| CLOI | Dec. 31, 2025 | 6,524 | $346,440 | No longer tracked |
| BSEP | March 31, 2025 | 7,838 | $336,263 | No longer tracked |
| BNOV | June 30, 2025 | 8,739 | $333,742 | No longer tracked |
| UNP | June 30, 2025 | 1,408 | $332,691 | 31.1% |
| UOCT | June 30, 2026 | 8,559 | $327,297 | No longer tracked |
| JAJL | Dec. 31, 2025 | 11,036 | $316,182 | No longer tracked |
| BSCP | March 31, 2025 | 15,059 | $310,968 | No longer tracked |
| BSCR | March 31, 2025 | 15,940 | $310,510 | |
| BSCQ | March 31, 2025 | 15,969 | $310,278 | |
| BSCS | March 31, 2025 | 15,342 | $308,835 | |
| HON | June 30, 2026 | 1,327 | $299,942 | -1.2% |
| FJAN | March 31, 2025 | 6,398 | $293,669 | No longer tracked |
| JMBS | June 30, 2025 | 6,400 | $289,280 | No longer tracked |
| NJAN | June 30, 2025 | 6,148 | $285,095 | No longer tracked |
| BKLN | June 30, 2025 | 13,550 | $280,485 | No longer tracked |
| UJAN | Sept. 30, 2025 | 6,912 | $279,606 | No longer tracked |
| UAUG | March 31, 2026 | 6,751 | $269,500 | No longer tracked |
| USEP | March 31, 2026 | 6,851 | $269,455 | No longer tracked |
| BOCT | June 30, 2025 | 6,382 | $268,275 | No longer tracked |
| LLY | March 31, 2026 | 246 | $264,381 | 37.9% |
| RTX | June 30, 2026 | 1,361 | $262,527 | 14.5% |
| UFEB | Sept. 30, 2025 | 7,634 | $261,928 | No longer tracked |
| CLOZ | June 30, 2025 | 9,856 | $261,874 | No longer tracked |
| UAPR | Sept. 30, 2025 | 8,282 | $259,227 | No longer tracked |
| ORCL | Dec. 31, 2025 | 914 | $257,180 | -26.9% |
| ZJUL | June 30, 2026 | 8,644 | $251,279 | No longer tracked |
| UNOV | June 30, 2026 | 6,597 | $245,868 | No longer tracked |
| UDEC | June 30, 2026 | 6,330 | $245,858 | No longer tracked |
| AXP | June 30, 2026 | 802 | $242,780 | -1.1% |
| JMBS | Dec. 31, 2025 | 5,302 | $242,142 | No longer tracked |
| XMLV | March 31, 2025 | 3,974 | $241,699 | No longer tracked |
| BSCT | March 31, 2025 | 13,107 | $240,383 | |
| BX | June 30, 2025 | 1,698 | $237,315 | -4.3% |
| BKLN | Dec. 31, 2025 | 11,329 | $237,116 | No longer tracked |
| UMAR | Dec. 31, 2025 | 6,038 | $235,543 | No longer tracked |
| UJUN | Dec. 31, 2025 | 6,379 | $234,051 | No longer tracked |
| JEPI | March 31, 2025 | 4,049 | $232,939 | No longer tracked |
| GILD | Sept. 30, 2025 | 2,092 | $232,025 | 31.0% |
| JPM | June 30, 2025 | 938 | $230,141 | 22.5% |
| EFAV | March 31, 2025 | 3,231 | $228,463 | No longer tracked |
| CLOZ | Dec. 31, 2025 | 8,248 | $221,211 | No longer tracked |
| LVS | March 31, 2026 | 3,395 | $220,973 | -13.7% |
| RTX | June 30, 2025 | 1,658 | $219,591 | 48.8% |
| PANW | March 31, 2026 | 1,174 | $216,199 | 121.9% |
| XLV | June 30, 2025 | 1,478 | $215,803 | No longer tracked |
| STZ | June 30, 2025 | 1,165 | $213,819 | -18.7% |
| KMI | June 30, 2026 | 6,376 | $213,795 | 0.5% |
| USB | June 30, 2026 | 4,101 | $213,274 | 3.6% |
| GOOGL | March 31, 2025 | 1,127 | $213,257 | 121.8% |
| MCD | June 30, 2026 | 681 | $211,614 | 0.2% |
| IBIT | Dec. 31, 2025 | 3,211 | $208,715 | |
| FMAY | March 31, 2025 | 4,392 | $208,313 | No longer tracked |
| VZ | Dec. 31, 2025 | 4,720 | $207,462 | 21.3% |
| O | Dec. 31, 2025 | 3,413 | $207,456 | 12.3% |
| TFC | March 31, 2026 | 4,155 | $204,454 | 10.2% |
| POR | June 30, 2026 | 3,861 | $203,761 | -2.4% |
| AMD | Sept. 30, 2025 | 1,435 | $203,628 | 188.0% |
| ARKQ | March 31, 2026 | 1,767 | $202,651 | No longer tracked |
| ES | Dec. 31, 2025 | 2,847 | $202,529 | 7.3% |
| BAMU | June 30, 2025 | 7,994 | $202,168 | No longer tracked |
| DJUN | March 31, 2025 | 4,642 | $200,907 | No longer tracked |
| BRKB | June 30, 2025 | 377 | $200,783 | No longer tracked |
| T | June 30, 2026 | 6,905 | $200,190 | 22.0% |
| DOC | Dec. 31, 2025 | 10,328 | $197,791 | 29.7% |
| KEY | June 30, 2026 | 9,858 | $197,650 | -5.0% |
| HBAN | June 30, 2026 | 11,154 | $174,559 | -3.2% |
| F | June 30, 2026 | 11,368 | $131,187 | 0.6% |