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 | |
|---|---|---|---|---|---|---|---|
101
Innovator US Equity Ultra Buffer ETF April
UAPR
$159M
| $259K | 0.15% |
8,282
-2,585
| -24% | -$78.1K |
2024 Q2
4 quarters
|
|
102
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.16B
| $258K | 0.15% |
9,704
-1,555
| -14% | -$39.3K |
2024 Q2
4 quarters
|
|
103
FT Vest Growth-100 Buffer ETF March
QMAR
$611M
| $244K | 0.14% |
7,889
-19
| -0.2% | -$554 |
2024 Q4
2 quarters
|
|
104
iShares Core S&P Small-Cap ETF
IJR
$102B
| $242K | 0.14% |
2,211
| – | – |
2024 Q2
4 quarters
|
|
105
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
| $239K | 0.14% |
1,619
| – | – |
2024 Q3
3 quarters
|
|
106
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $238K | 0.14% |
4,439
-40
| -0.9% | -$2.03K |
2024 Q2
4 quarters
|
|
107
Jacobs Solutions
J
$16.6B
| $233K | 0.13% |
1,769
-18
| -1% | -$2.22K |
2024 Q2
4 quarters
|
|
108
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $232K | 0.13% |
8,235
| – | – |
2024 Q3
3 quarters
|
|
109
Gilead Sciences
GILD
$190B
| $232K | 0.13% |
+2,092
| New | +$223K |
2025 Q2
0 quarters
|
|
110
Oracle
ORCL
$396B
| $216K | 0.12% |
+989
| New | +$160K |
2025 Q2
0 quarters
|
|
111
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
| $216K | 0.12% |
4,120
-1,457
| -26% | -$72.8K |
2024 Q2
4 quarters
|
|
112
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$104M
| $215K | 0.12% |
+9,602
| New | +$202K |
2025 Q2
0 quarters
|
|
113
FT Vest US Equity Deep Buffer ETF June
DJUN
$366M
| $209K | 0.12% |
+4,642
| New | +$199K |
2025 Q2
0 quarters
|
|
114
McDonald's
MCD
$169B
| $204K | 0.12% |
699
+41
| +6% | +$12.6K |
2025 Q1
1 quarter
|
|
115
Advanced Micro Devices
AMD
$932B
| $204K | 0.12% |
+1,435
| New | +$156K |
2025 Q2
0 quarters
|
|
116
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$108M
| $203K | 0.12% |
+8,284
| New | +$199K |
2025 Q2
0 quarters
|
|
117
Broadcom
AVGO
$1.65T
| $203K | 0.12% |
+735
| New | +$160K |
2025 Q2
0 quarters
|
|
118
FT Vest US Equity Buffer ETF December
FDEC
$1.33B
| $200K | 0.11% |
+4,290
| New | +$189K |
2025 Q2
0 quarters
|
|
119
Ford
F
$48.1B
| $182K | 0.1% |
16,778
+5,567
| +50% | +$56.7K |
2025 Q1
1 quarter
|
|
120
Huntington Bancshares
HBAN
$30.5B
| $182K | 0.1% |
+10,851
| New | +$164K |
2025 Q2
0 quarters
|
|
121
Brookstone Ultra-Short Bond ETF
BAMU
$65.7M
| – | – |
-7,994
| Closed | -$202K | – |
|
122
Invesco Senior Loan ETF
BKLN
$6.26B
| – | – |
-13,550
| Closed | -$280K | – |
|
123
Innovator US Equity Buffer ETF November
BNOV
$199M
| – | – |
-8,739
| Closed | -$334K | – |
|
124
Innovator US Equity Buffer ETF October
BOCT
$302M
| – | – |
-6,382
| Closed | -$268K | – |
|
125
Berkshire Hathaway Class B
BRK.B
$1.13T
| – | – |
-377
| Closed | -$201K | – |
|
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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.