Chris Bulman Inc

Chris Bulman Inc is an institution, managing $197.5M across 136 long positions as of Q3 2025 with 82% ETF concentration.

Top Holdings

Largest long holdings in Chris Bulman Inc's portfolio (43.8% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Invesco QQQ Trust QQQ	ETF ETF	$14.5M	7.36%	+$1.4M Bought	— 24.2K shares	Q2 2024 Held for 1y 5m
2 Vanguard S&P 500 ETF VOO	ETF ETF	$13.7M	6.96%	+$3.1M Bought	— 22.4K shares	Q2 2024 Held for 1y 5m
3 Apple AAPL	Consumer Electronics Technology	$11.9M	6.00%	-$348.8K Sold	0.00% 46.6K shares	Q2 2024 Held for 1y 5m
4 First Trust Rising Dividend Achievers RDVY	ETF ETF	$9.5M	4.80%	+$3.7M Bought	— 140.9K shares	Q3 2024 Held for 1y 2m
5 FT Vest Laddered Buffer BUFR	ETF ETF	$7.2M	3.67%	+$105.2K Bought	— 216.9K shares	Q2 2024 Held for 1y 5m
6 Innovator U.S. Equity Power Buffer ETF PJUN	ETF ETF	$6.4M	3.26%	+$53.8K Bought	— 156.5K shares	Q2 2024 Held for 1y 5m
7 First Trust International Developed Capital Strength FICS	ETF ETF	$6.2M	3.14%	+$663.6K Bought	— 162.4K shares	Q3 2024 Held for 1y 2m
8 Schwab US Dividend Equity SCHD	ETF ETF	$6.0M	3.02%	+$1.3M Bought	— 218.6K shares	Q3 2024 Held for 1y 2m
9 Vanguard Dividend Appreciation VIG	Unknown Unknown	$5.6M	2.82%	-$732.4K Sold	— 25.9K shares	Q2 2024 Held for 1y 5m
10 Vanguard Growth VUG	ETF ETF	$5.4M	2.76%	-$1.1M Sold	— 11.3K shares	Q2 2024 Held for 1y 5m

Portfolio activity, position movements, and quarter-over-quarter changes in Chris Bulman Inc's latest filing

Market Value

$197.5M

Prior: $173.6M

Q/Q Change

+13.75%

+$23.9M

Net Flows % of MV

+3.33%

Turnover Ratio

11.31%

Position	Shares Δ	Change
1 FSEP FT Vest U.S. Equity Buffer ETF FSEP	New	0 → 11.6K +$585.6K
2 First Trust Innovation Leaders ILDR	New	0 → 14.6K +$473.7K
3 Innovator U.S. Equity Ultra Buffer ETF UJUL	New	0 → 9.3K +$353.9K
4 First Trust Indxx Global Natural Resources Income FTRI	New	0 → 20.9K +$317.2K
5 Innovator U.S. Equity Ultra Buffer ETF UAUG	New	0 → 6.0K +$235.4K

Position	Shares Δ	Change
1 Innovator U.S. Equity Buffer ETF BJAN	Sold	9.5K → 0 −$476.5K
2 Walmart WMT	Sold	4.4K → 0 −$426.4K
3 Waste Connections WCN	Sold	2.2K → 0 −$405.0K
4 Eli Lilly LLY	Sold	457.0 → 0 −$356.4K
5 Innovator U.S. Equity Ultra Buffer ETF UJAN	Sold	6.9K → 0 −$279.6K