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CB
Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
1-Year Est. Return
22.07%
This Fund
S&P 500
This Quarter
Est. Return
+3.31%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
97.38%
Top 10 Holdings %
Top 10 Hldgs %
44.55%
Holding
393
New
391
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$11.7M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$9.22M |
| 3 |
Apple
AAPL
|
+$8.75M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$6.94M |
| 5 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$4.84M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 80.71% |
| 2 | Technology | 9.82% |
| 3 | Industrials | 2.18% |
| 4 | Consumer Staples | 1.62% |
| 5 | Financials | 1.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
301
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.9B
| $8.97K | 0.01% |
+154
| New | +$8.9K |
2024 Q2
0 quarters
|
|
302
CrowdStrike
CRWD
$233B
| $8.81K | 0.01% |
+92
| New | +$7.65K |
2024 Q2
0 quarters
|
|
303
Panagram BBB-B CLO ETF
CLOZ
$784M
| $8.73K | 0.01% |
+324
| New | +$8.69K |
2024 Q2
0 quarters
|
|
304
Adobe
ADBE
$95.4B
| $8.33K | 0.01% |
+15
| New | +$7.26K |
2024 Q2
0 quarters
|
|
305
Thermo Fisher Scientific
TMO
$255B
| $8.29K | 0.01% |
+15
| New | +$8.59K |
2024 Q2
0 quarters
|
|
306
Factset
FDS
$10.6B
| $8.16K | 0.01% |
+20
| New | +$8.5K |
2024 Q2
0 quarters
|
|
307
Airbnb
ABNB
$102B
| $7.58K | 0.01% |
+50
| New | +$7.64K |
2024 Q2
0 quarters
|
|
308
iShares US Energy ETF
IYE
$1.78B
| $7.2K | ﹤0.01% |
+150
| New | +$7.33K |
2024 Q2
0 quarters
|
|
309
Arcus Biosciences
RCUS
$2.79B
| $7.07K | ﹤0.01% |
+464
| New | +$7.49K |
2024 Q2
0 quarters
|
|
310
Workday
WDAY
$45.9B
| $6.93K | ﹤0.01% |
+31
| New | +$7.46K |
2024 Q2
0 quarters
|
|
311
First Trust California Municipal High income ETF
FCAL
$211M
| $6.54K | ﹤0.01% |
+132
| New | +$6.51K |
2024 Q2
0 quarters
|
|
312
Schwab U.S Small- Cap ETF
SCHA
$21.4B
| $6.45K | ﹤0.01% |
+272
| New | +$6.45K |
2024 Q2
0 quarters
|
|
313
iShares Russell 2000 ETF
IWM
$76.4B
| $5.68K | ﹤0.01% |
+28
| New | +$5.66K |
2024 Q2
0 quarters
|
|
314
Oracle
ORCL
$393B
| $5.37K | ﹤0.01% |
+38
| New | +$4.72K |
2024 Q2
0 quarters
|
|
315
Arista Networks
ANET
$226B
| $5.26K | ﹤0.01% |
+60
| New | +$4.46K |
2024 Q2
0 quarters
|
|
316
ConocoPhillips
COP
$175B
| $4.92K | ﹤0.01% |
+43
| New | +$5.22K |
2024 Q2
0 quarters
|
|
317
Innovator US Equity Ultra Buffer ETF March
UMAR
$143M
| $4.65K | ﹤0.01% |
+138
| New | +$4.52K |
2024 Q2
0 quarters
|
|
318
Innovator US Equity Ultra Buffer ETF May
UMAY
$136M
| $4.63K | ﹤0.01% |
+145
| New | +$4.5K |
2024 Q2
0 quarters
|
|
319
Innovator US Equity Ultra Buffer ETF June
UJUN
$188M
| $4.61K | ﹤0.01% |
+144
| New | +$4.51K |
2024 Q2
0 quarters
|
|
320
MetLife
MET
$64.4B
| $4.21K | ﹤0.01% |
+60
| New | +$4.28K |
2024 Q2
0 quarters
|
|
321
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$393M
| $3.91K | ﹤0.01% |
+166
| New | +$3.95K |
2024 Q2
0 quarters
|
|
322
Roblox
RBLX
$35.5B
| $3.72K | ﹤0.01% |
+100
| New | +$3.56K |
2024 Q2
0 quarters
|
|
323
Innovator Deepwater Frontier Tech ETF
LOUP
$202M
| $3.62K | ﹤0.01% |
+76
| New | +$3.51K |
2024 Q2
0 quarters
|
|
324
BioNTech
BNTX
$22.1B
| $3.62K | ﹤0.01% |
+45
| New | +$4.11K |
2024 Q2
0 quarters
|
|
325
DELISTED
Warner Bros
WBD
| $3.54K | ﹤0.01% |
+476
| New | +$3.81K |
2024 Q2
0 quarters
|
|
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Chris Bulman's Q2 2024 Portfolio in Review
Q2 2024 is the first quarter with a 13F filing on record for Chris Bulman, which disclosed 393 positions worth $146M. Its ten largest holdings account for 45% of the portfolio.
Its largest position is Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, followed by Technology and Industrials.
- Chris Bulman's largest Q2 2024 buy was Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
- Chris Bulman's ten largest holdings make up 45% of its $146M portfolio in Q2 2024.
- Chris Bulman disclosed 393 positions in Q2 2024, its first 13F filing on record.
Based on Chris Bulman's 13F filing for Q2 2024, filed 6 Aug 2024.