We are live on
!
Find out more
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
-1.21%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
(+0.97%)
Cap. Flow
+$6.29M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust WCM International Equity ETF
WCMI
|
+$5.08M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$3.69M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.89M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.1M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$643K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust International Developed Capital Strength ETF
FICS
|
+$3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.59M |
| 3 |
Intuit
INTU
|
+$1.03M |
| 4 |
Apple
AAPL
|
+$506K |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$432K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.2% |
| 2 | Technology | 6.53% |
| 3 | Consumer Discretionary | 1.56% |
| 4 | Financials | 0.86% |
| 5 | Industrials | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Vanguard Short-Term Treasury ETF
VGSH
$35.2B
| $496K | 0.22% |
8,473
| – | – |
2025 Q2
3 quarters
|
|
77
Keysight
KEYS
$57.9B
| $477K | 0.21% |
1,690
-7
| -0.4% | -$1.75K |
2024 Q2
7 quarters
|
|
78
FT Vest Laddered International Moderate Buffer ETF
BUFY
$170M
| $474K | 0.21% |
21,185
+449
| +2% | +$10.1K |
2025 Q3
2 quarters
|
|
79
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $473K | 0.21% |
8,463
+2,378
| +39% | +$136K |
2024 Q2
7 quarters
|
|
80
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$120M
| $465K | 0.2% |
26,057
+21
| +0.1% | +$371 |
2025 Q3
2 quarters
|
|
81
Innovator US Equity Buffer ETF October
BOCT
$303M
| $451K | 0.2% |
9,395
-4,260
| -31% | -$210K |
2025 Q4
1 quarter
|
|
82
Vanguard FTSE Developed Markets ETF
VEA
$230B
| $444K | 0.19% |
6,935
+292
| +4% | +$19.3K |
2024 Q2
7 quarters
|
|
83
ExxonMobil
XOM
$724B
| $440K | 0.19% |
2,592
-297
| -10% | -$43.3K |
2025 Q1
4 quarters
|
|
84
AbbVie
ABBV
$504B
| $431K | 0.19% |
1,983
+113
| +6% | +$25.1K |
2024 Q2
7 quarters
|
|
85
JPMorgan Equity Premium Income ETF
JEPI
$46.1B
| $430K | 0.19% |
7,590
+1,922
| +34% | +$112K |
2025 Q2
3 quarters
|
|
86
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.16B
| $420K | 0.18% |
14,985
-730
| -5% | -$20.7K |
2024 Q2
7 quarters
|
|
87
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$237M
| $386K | 0.17% |
14,457
-47
| -0.3% | -$1.26K |
2025 Q3
2 quarters
|
|
88
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$105M
| $378K | 0.17% |
14,248
| – | – |
2025 Q3
2 quarters
|
|
89
FT Vest US Equity Buffer ETF December
FDEC
$1.34B
| $373K | 0.16% |
7,509
-459
| -6% | -$23.4K |
2025 Q2
3 quarters
|
|
90
Innovator US Equity Ultra Buffer ETF January
UJAN
$256M
| $366K | 0.16% |
+8,614
| New | +$373K |
2026 Q1
0 quarters
|
|
91
SPDR Gold Trust
GLD
$142B
| $340K | 0.15% |
+791
| New | +$354K |
2026 Q1
0 quarters
|
|
92
Palantir
PLTR
$472B
| $332K | 0.15% |
2,271
-601
| -21% | -$91.9K |
2025 Q2
3 quarters
|
|
93
Innovator US Equity Ultra Buffer ETF October
UOCT
$198M
| $327K | 0.14% |
8,559
-443
| -5% | -$17.3K |
2025 Q4
1 quarter
|
|
94
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.6B
| $323K | 0.14% |
+524
| New | +$332K |
2026 Q1
0 quarters
|
|
95
Caterpillar
CAT
$340B
| $322K | 0.14% |
454
-70
| -13% | -$48.5K |
2025 Q3
2 quarters
|
|
96
Innovator US Equity Ultra Buffer ETF February
UFEB
$174M
| $321K | 0.14% |
+8,847
| New | +$326K |
2026 Q1
0 quarters
|
|
97
Broadcom
AVGO
$1.61T
| $320K | 0.14% |
1,035
+77
| +8% | +$25.3K |
2025 Q2
3 quarters
|
|
98
Applied Materials
AMAT
$336B
| $320K | 0.14% |
935
-136
| -13% | -$45.7K |
2025 Q3
2 quarters
|
|
99
FT Vest US Equity Max Buffer ETF March
MARM
$107M
| $319K | 0.14% |
9,530
-512
| -5% | -$17K |
2024 Q2
7 quarters
|
|
100
Innovator US Equity Buffer ETF April
BAPR
$417M
| $319K | 0.14% |
6,505
-361
| -5% | -$17.4K |
2024 Q2
7 quarters
|
|
Similar funds
MFP
KC
CCM
PF
MEPT
BWA
SWA
LP
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 Miscellaneous at 88% of assets, up from 87% a quarter earlier, followed by Technology and Consumer Discretionary.
- 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.