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Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
-1.21%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%

No holdings matched the selected filter criteria.

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Chris Bulman's Q1 2026 Portfolio in Review

As of Q1 2026, Chris Bulman held 159 positions worth $228M, up 0.97% from $226M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Chris Bulman's Q1 2026 filing shows 10 new, 47 increased, 80 reduced and 9 closed positions. Its largest new stake was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M. The largest sale was First Trust International Developed Capital Strength ETF, an estimated $3M.

By sector, the portfolio is most concentrated in Technology at 6.5% of assets, down from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Chris Bulman's largest Q1 2026 buy was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q1 2026, an estimated $1.89M increase.
  • Chris Bulman's biggest Q1 2026 reduction was First Trust International Developed Capital Strength ETF, cutting an estimated $3M.
  • Chris Bulman fully exited Intuit in Q1 2026, selling an estimated $1.03M.
  • Chris Bulman's ten largest holdings make up 41% of its $228M portfolio in Q1 2026.
  • Chris Bulman opened 10 new positions and closed 9 in Q1 2026.
  • Chris Bulman's portfolio value rose 0.97% quarter-over-quarter to $228M.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.