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
+7.62%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$17.1M
(+11%)
Cap. Flow
+$6.54M
Cap. Flow
% of AUM
3.73%
Top 10 Holdings %
Top 10 Hldgs %
41.96%
Holding
141
New
20
Increased
40
Reduced
49
Closed
21
Avg Time Held
0.7
years
Top 10 Avg Time Held
0.8
years
Top 20 Avg Time Held
0.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.35M |
| 2 |
First Trust International Developed Capital Strength ETF
FICS
|
+$4.23M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.66M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.48M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$4.98M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$2.84M |
| 3 |
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
|
+$2.63M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$2.62M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$2.19M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 85.55% |
| 2 | Technology | 8.84% |
| 3 | Consumer Discretionary | 1.44% |
| 4 | Consumer Staples | 1.28% |
| 5 | Industrials | 0.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Palantir
PLTR
$483B
| $375K | 0.21% |
+2,749
| New | +$322K |
2025 Q2
0 quarters
|
|
77
Eli Lilly
LLY
$1.08T
| $356K | 0.2% |
457
-61
| -12% | -$47.4K |
2024 Q2
4 quarters
|
|
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
| $354K | 0.2% |
3,775
+88
| +2% | +$8.1K |
2024 Q2
4 quarters
|
|
79
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $329K | 0.19% |
6,281
-718
| -10% | -$35.6K |
2024 Q2
4 quarters
|
|
80
Cummins
CMI
$72.4B
| $328K | 0.19% |
1,002
+1
| +0.1% | +$310 |
2024 Q2
4 quarters
|
|
81
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.7B
| $326K | 0.19% |
3,424
-685
| -17% | -$58.7K |
2024 Q2
4 quarters
|
|
82
Alphabet (Google) Class A
GOOGL
$4.25T
| $326K | 0.19% |
+1,851
| New | +$303K |
2025 Q2
0 quarters
|
|
83
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
| $325K | 0.19% |
+5,718
| New | +$317K |
2025 Q2
0 quarters
|
|
84
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$302M
| $311K | 0.18% |
11,036
| – | – |
2025 Q1
1 quarter
|
|
85
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$185M
| $299K | 0.17% |
11,502
| – | – |
2024 Q4
2 quarters
|
|
86
ExxonMobil
XOM
$728B
| $290K | 0.17% |
2,693
+387
| +17% | +$41.4K |
2025 Q1
1 quarter
|
|
87
Vanguard Financials ETF
VFH
$12.9B
| $287K | 0.16% |
2,254
| – | – |
2024 Q2
4 quarters
|
|
|
88
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$100M
| $286K | 0.16% |
7,033
-67,292
| -91% | -$2.63M |
2024 Q2
4 quarters
|
|
89
Keysight
KEYS
$60.9B
| $281K | 0.16% |
1,712
| – | – |
2024 Q2
4 quarters
|
|
90
Innovator US Equity Ultra Buffer ETF January
UJAN
$255M
| $280K | 0.16% |
+6,912
| New | +$268K |
2025 Q2
0 quarters
|
|
91
Vanguard Morningstar Total Stock Market ETF
VTI
$694B
| $279K | 0.16% |
+916
| New | +$258K |
2025 Q2
0 quarters
|
|
92
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $278K | 0.16% |
4,871
-517
| -10% | -$27.7K |
2024 Q2
4 quarters
|
|
93
FT Vest US Equity Moderate Buffer ETF June
GJUN
$510M
| $275K | 0.16% |
7,317
+131
| +2% | +$4.69K |
2024 Q3
3 quarters
|
|
94
Brookstone Active ETF
BAMA
$46.3M
| $273K | 0.16% |
8,560
-279
| -3% | -$8.44K |
2024 Q2
4 quarters
|
|
95
Brookstone Opportunities ETF
BAMO
$44.6M
| $268K | 0.15% |
8,579
-252
| -3% | -$7.52K |
2024 Q2
4 quarters
|
|
96
Brookstone Yield ETF
BAMY
$41.1M
| $266K | 0.15% |
9,807
-213
| -2% | -$5.65K |
2024 Q2
4 quarters
|
|
97
AT&T
T
$158B
| $264K | 0.15% |
9,109
+1,383
| +18% | +$38.1K |
2025 Q1
1 quarter
|
|
98
American Express
AXP
$207B
| $262K | 0.15% |
822
+72
| +10% | +$20.3K |
2024 Q2
4 quarters
|
|
99
Innovator US Equity Ultra Buffer ETF February
UFEB
$174M
| $262K | 0.15% |
7,634
-5,950
| -44% | -$196K |
2024 Q2
4 quarters
|
|
100
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $261K | 0.15% |
4,214
| – | – |
2024 Q2
4 quarters
|
|
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Chris Bulman's Q2 2025 Portfolio in Review
As of Q2 2025, Chris Bulman held 141 positions worth $175M, up 11% from $158M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Chris Bulman deployed $6.54M of net new capital in Q2 2025, opening 20 new positions and adding to 40 existing holdings. Its largest new stake was iShares Core MSCI EAFE ETF: 46,076 shares worth $3.85M.
By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, up from 85% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Innovator US Equity Power Buffer ETF June, an estimated $4.98M trimmed.
- Chris Bulman's largest Q2 2025 buy was iShares Core MSCI EAFE ETF: 46,076 shares worth $3.85M.
- Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $4.35M increase.
- Chris Bulman's biggest Q2 2025 reduction was Innovator US Equity Power Buffer ETF June, cutting an estimated $4.98M.
- Chris Bulman fully exited ProShares S&P 500 Dividend Aristocrats ETF in Q2 2025, selling an estimated $2.84M.
- Chris Bulman's ten largest holdings make up 42% of its $175M portfolio in Q2 2025.
- Chris Bulman opened 20 new positions and closed 21 in Q2 2025.
- Chris Bulman's portfolio value rose 11% quarter-over-quarter to $175M.
Based on Chris Bulman's 13F filing for Q2 2025, filed 14 Jul 2025.