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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
+7%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
(+14%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10
Avg Time Held
0.8
years
Top 10 Avg Time Held
0.9
years
Top 20 Avg Time Held
0.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.61M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.94M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.37M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.34M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.29M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$1.05M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$938K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$833K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$713K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.08% |
| 2 | Technology | 8.34% |
| 3 | Consumer Discretionary | 1.88% |
| 4 | Financials | 0.9% |
| 5 | Consumer Staples | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $273K | 0.14% |
4,180
-34
| -0.8% | -$2.19K |
2024 Q2
5 quarters
|
|
102
Jacobs Solutions
J
$16.6B
| $265K | 0.13% |
1,769
| – | – |
2024 Q2
5 quarters
|
|
103
iShares Core S&P Small-Cap ETF
IJR
$103B
| $263K | 0.13% |
2,211
| – | – |
2024 Q2
5 quarters
|
|
104
Oracle
ORCL
$408B
| $257K | 0.13% |
914
-75
| -8% | -$19.1K |
2025 Q2
1 quarter
|
|
105
FT Vest Growth-100 Buffer ETF March
QMAR
$611M
| $253K | 0.13% |
7,854
-35
| -0.4% | -$1.1K |
2024 Q4
3 quarters
|
|
106
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
| $250K | 0.13% |
1,619
| – | – |
2024 Q3
4 quarters
|
|
107
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $247K | 0.12% |
4,413
-26
| -0.6% | -$1.42K |
2024 Q2
5 quarters
|
|
108
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $247K | 0.12% |
8,581
+346
| +4% | +$9.85K |
2024 Q3
4 quarters
|
|
109
Brookstone Active ETF
BAMA
$46.4M
| $244K | 0.12% |
7,287
-1,273
| -15% | -$41.6K |
2024 Q2
5 quarters
|
|
110
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.33B
| $242K | 0.12% |
+5,302
| New | +$239K |
2025 Q3
0 quarters
|
|
111
McDonald's
MCD
$172B
| $237K | 0.12% |
781
+82
| +12% | +$25K |
2025 Q1
2 quarters
|
|
112
Invesco Senior Loan ETF
BKLN
$6.28B
| $237K | 0.12% |
+11,329
| New | +$237K |
2025 Q3
0 quarters
|
|
113
Innovator US Equity Ultra Buffer ETF March
UMAR
$143M
| $236K | 0.12% |
+6,038
| New | +$231K |
2025 Q3
0 quarters
|
|
114
Innovator US Equity Ultra Buffer ETF August
UAUG
$247M
| $235K | 0.12% |
+5,989
| New | +$230K |
2025 Q3
0 quarters
|
|
115
Innovator US Equity Ultra Buffer ETF September
USEP
$238M
| $235K | 0.12% |
+6,078
| New | +$230K |
2025 Q3
0 quarters
|
|
116
Caterpillar
CAT
$338B
| $235K | 0.12% |
+492
| New | +$210K |
2025 Q3
0 quarters
|
|
117
Brookstone Opportunities ETF
BAMO
$44.8M
| $234K | 0.12% |
7,301
-1,278
| -15% | -$40.4K |
2024 Q2
5 quarters
|
|
118
Innovator US Equity Ultra Buffer ETF June
UJUN
$188M
| $234K | 0.12% |
+6,379
| New | +$231K |
2025 Q3
0 quarters
|
|
119
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$105M
| $233K | 0.12% |
+8,832
| New | +$231K |
2025 Q3
0 quarters
|
|
120
FT Vest Laddered International Moderate Buffer ETF
BUFY
$170M
| $233K | 0.12% |
+10,708
| New | +$228K |
2025 Q3
0 quarters
|
|
121
Brookstone Yield ETF
BAMY
$41.2M
| $232K | 0.12% |
8,397
-1,410
| -14% | -$38.7K |
2024 Q2
5 quarters
|
|
122
Meta Platforms (Facebook)
META
$1.88T
| $231K | 0.12% |
314
-410
| -57% | -$305K |
2024 Q2
5 quarters
|
|
123
Palo Alto Networks
PANW
$303B
| $226K | 0.11% |
+1,111
| New | +$213K |
2025 Q3
0 quarters
|
|
124
RTX Corp
RTX
$252B
| $222K | 0.11% |
+1,329
| New | +$206K |
2025 Q3
0 quarters
|
|
125
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$104M
| $222K | 0.11% |
9,514
-88
| -0.9% | -$2.01K |
2025 Q2
1 quarter
|
|
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Chris Bulman's Q3 2025 Portfolio in Review
As of Q3 2025, Chris Bulman held 152 positions worth $200M, up 14% from $175M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Chris Bulman deployed $12.3M of net new capital in Q3 2025, opening 32 new positions and adding to 42 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.
By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was NVIDIA, an estimated $1.29M trimmed.
- Chris Bulman's largest Q3 2025 buy was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.
- Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q3 2025, an estimated $3.61M increase.
- Chris Bulman's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.29M.
- Chris Bulman fully exited Innovator US Equity Buffer ETF January in Q3 2025, selling an estimated $476K.
- Chris Bulman's ten largest holdings make up 43% of its $200M portfolio in Q3 2025.
- Chris Bulman opened 32 new positions and closed 10 in Q3 2025.
- Chris Bulman's portfolio value rose 14% quarter-over-quarter to $200M.
Based on Chris Bulman's 13F filing for Q3 2025, filed 20 Oct 2025.