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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
-2.79%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$158M
AUM Growth
+$1.69M
(+1.1%)
Cap. Flow
+$7.01M
Cap. Flow
% of AUM
4.43%
Top 10 Holdings %
Top 10 Hldgs %
42.16%
Holding
136
New
13
Increased
41
Reduced
53
Closed
15
Avg Time Held
0.6
years
Top 10 Avg Time Held
0.7
years
Top 20 Avg Time Held
0.6
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.76M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.34M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.27M |
| 4 |
Innovator US Equity Power Buffer ETF February
PFEB
|
+$1.23M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$1.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$583K |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$473K |
| 3 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$472K |
| 4 |
Innovator US Equity Buffer ETF August
BAUG
|
+$359K |
| 5 |
Innovator US Equity Buffer ETF September
BSEP
|
+$336K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 84.67% |
| 2 | Technology | 8.73% |
| 3 | Consumer Staples | 1.5% |
| 4 | Industrials | 1.32% |
| 5 | Consumer Discretionary | 1.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Keysight
KEYS
$57.1B
| $256K | 0.16% |
1,712
-9
| -0.5% | -$1.49K |
2024 Q2
3 quarters
|
|
102
FT Vest US Equity Moderate Buffer ETF June
GJUN
$511M
| $253K | 0.16% |
7,186
-1,543
| -18% | -$55.8K |
2024 Q3
2 quarters
|
|
103
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $246K | 0.16% |
4,214
| – | – |
2024 Q2
3 quarters
|
|
104
Innovator US Equity Buffer ETF April
BAPR
$417M
| $242K | 0.15% |
5,692
+913
| +19% | +$40.6K |
2024 Q2
3 quarters
|
|
105
Blackstone
BX
$86.7B
| $237K | 0.15% |
1,698
-131
| -7% | -$21.3K |
2024 Q2
3 quarters
|
|
106
iShares Core S&P Small-Cap ETF
IJR
$103B
| $231K | 0.15% |
2,211
-84
| -4% | -$9.48K |
2024 Q2
3 quarters
|
|
107
JPMorgan Chase
JPM
$910B
| $230K | 0.15% |
938
+68
| +8% | +$17.3K |
2024 Q4
1 quarter
|
|
108
FT Vest Growth-100 Buffer ETF March
QMAR
$610M
| $224K | 0.14% |
7,908
-55
| -0.7% | -$1.64K |
2024 Q4
1 quarter
|
|
109
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $223K | 0.14% |
4,479
-1,284
| -22% | -$66.3K |
2024 Q2
3 quarters
|
|
110
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$196M
| $220K | 0.14% |
8,235
| – | – |
2024 Q3
2 quarters
|
|
111
RTX Corp
RTX
$258B
| $220K | 0.14% |
+1,658
| New | +$210K |
2025 Q1
0 quarters
|
|
112
AT&T
T
$163B
| $219K | 0.14% |
+7,726
| New | +$194K |
2025 Q1
0 quarters
|
|
113
State Street Health Care Select Sector SPDR ETF
XLV
$45.9B
| $216K | 0.14% |
1,478
| – | – |
2024 Q2
3 quarters
|
|
114
Jacobs Solutions
J
$16.5B
| $214K | 0.14% |
1,787
| – | – |
2024 Q2
3 quarters
|
|
115
Constellation Brands
STZ
$22.2B
| $214K | 0.14% |
+1,165
| New | +$212K |
2025 Q1
0 quarters
|
|
116
State Street Industrial Select Sector SPDR ETF
XLI
$30.7B
| $212K | 0.13% |
1,619
| – | – |
2024 Q3
2 quarters
|
|
117
McDonald's
MCD
$172B
| $205K | 0.13% |
+658
| New | +$197K |
2025 Q1
0 quarters
|
|
118
Brookstone Ultra-Short Bond ETF
BAMU
$65.7M
| $202K | 0.13% |
+7,994
| New | +$202K |
2025 Q1
0 quarters
|
|
119
American Express
AXP
$215B
| $202K | 0.13% |
750
-68
| -8% | -$20.1K |
2024 Q2
3 quarters
|
|
120
Berkshire Hathaway Class B
BRK.B
$1.14T
| $201K | 0.13% |
377
-74
| -16% | -$36K |
2024 Q4
1 quarter
|
|
121
Ford
F
$50.7B
| $112K | 0.07% |
+11,211
| New | +$110K |
2025 Q1
0 quarters
|
|
|
122
Innovator US Equity Buffer ETF August
BAUG
$273M
| – | – |
-8,228
| Closed | -$359K | – |
|
123
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-15,059
| Closed | -$311K | – |
|
124
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.18B
| – | – |
-15,969
| Closed | -$310K | – |
|
125
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.56B
| – | – |
-15,940
| Closed | -$311K | – |
|
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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 Miscellaneous at 85% of assets, up from 84% a quarter earlier, followed by Technology and Consumer Staples.
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.