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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
-2.79%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$158M
AUM Growth
+$1.69M
Cap. Flow
+$7.01M
Cap. Flow %
4.43%
Top 10 Hldgs %
42.16%
Holding
136
New
13
Increased
41
Reduced
53
Closed
15

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.27M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.23M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$1.2M

Top Sells

Rank Stock Value
1
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$583K
2
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$473K
3
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$472K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$359K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$336K

Sector Composition

Rank Sector Weight
1 Technology 8.73%
2 Consumer Staples 1.5%
3 Industrials 1.32%
4 Consumer Discretionary 1.3%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEYS icon
101
Keysight
KEYS
$54B
$256K 0.16%
1,712
-9
-0.5% -$1.49K
GJUN icon
102
FT Vest US Equity Moderate Buffer ETF June
GJUN
$472M
$253K 0.16%
7,186
-1,543
-18% -$55.8K
IJH icon
103
iShares Core S&P Mid-Cap ETF
IJH
$122B
$246K 0.16%
4,214
– –
BAPR icon
104
Innovator US Equity Buffer ETF April
BAPR
$402M
$242K 0.15%
5,692
+913
+19% +$40.6K
BX icon
105
Blackstone
BX
$155B
$237K 0.15%
1,698
-131
-7% -$21.3K
IJR icon
106
iShares Core S&P Small-Cap ETF
IJR
$110B
$231K 0.15%
2,211
-84
-4% -$9.48K
JPM icon
107
JPMorgan Chase
JPM
$907B
$230K 0.15%
938
+68
+8% +$17.3K
QMAR icon
108
FT Vest Growth-100 Buffer ETF March
QMAR
$560M
$224K 0.14%
7,908
-55
-0.7% -$1.64K
FJUN icon
109
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$223K 0.14%
4,479
-1,284
-22% -$66.3K
ZJUL
110
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$166M
$220K 0.14%
8,235
– –
RTX icon
111
RTX Corp
RTX
$261B
$220K 0.14%
+1,658
New +$210K
T icon
112
AT&T
T
$152B
$219K 0.14%
+7,726
New +$194K
XLV icon
113
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$216K 0.14%
1,478
– –
J icon
114
Jacobs Solutions
J
$15.6B
$214K 0.14%
1,787
– –
STZ icon
115
Constellation Brands
STZ
$22.7B
$214K 0.14%
+1,165
New +$212K
XLI icon
116
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$212K 0.13%
1,619
– –
MCD icon
117
McDonald's
MCD
$190B
$205K 0.13%
+658
New +$197K
BAMU icon
118
Brookstone Ultra-Short Bond ETF
BAMU
$67.9M
$202K 0.13%
+7,994
New +$202K
AXP icon
119
American Express
AXP
$242B
$202K 0.13%
750
-68
-8% -$20.1K
BRK.B icon
120
Berkshire Hathaway Class B
BRK.B
$1.06T
$201K 0.13%
377
-74
-16% -$36K
F icon
121
Ford
F
$56.7B
$112K 0.07%
+11,211
New +$110K
BAUG icon
122
Innovator US Equity Buffer ETF August
BAUG
$196M
– –
-8,228
Closed -$359K
BSCP
123
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-15,059
Closed -$311K
BSCQ icon
124
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
– –
-15,969
Closed -$310K
BSCR icon
125
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
– –
-15,940
Closed -$311K
2 3 4
5
6

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MPCL
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FPN
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USB
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AFO
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APSI
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HFA
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Chris Bulman's Q1 2025 Portfolio in Review

As of Q1 2025, Chris Bulman held 136 positions worth $158M, up 1.1% from $157M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Chris Bulman deployed $7.01M of net new capital in Q1 2025, opening 13 new positions and adding to 41 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF February: 28,025 shares worth $1.16M.

By sector, the portfolio is most concentrated in Technology at 8.7% of assets, down from 9.8% a quarter earlier, followed by Consumer Staples and Industrials.

On the sell side, the largest reduction was iShares MSCI USA Min Vol Factor ETF, an estimated $583K trimmed.

  • Chris Bulman's largest Q1 2025 buy was Innovator US Equity Buffer ETF February: 28,025 shares worth $1.16M.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $1.76M increase.
  • Chris Bulman's biggest Q1 2025 reduction was iShares MSCI USA Min Vol Factor ETF, cutting an estimated $583K.
  • Chris Bulman fully exited Invesco S&P 500 Low Volatility ETF in Q1 2025, selling an estimated $473K.
  • Chris Bulman's ten largest holdings make up 42% of its $158M portfolio in Q1 2025.
  • Chris Bulman opened 13 new positions and closed 15 in Q1 2025.
  • Chris Bulman's portfolio value rose 1.1% quarter-over-quarter to $158M.

Based on Chris Bulman's 13F filing for Q1 2025, filed 15 Apr 2025.