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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
+2.48%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$26.4M
Cap. Flow
+$21.6M
Cap. Flow %
9.57%
Top 10 Hldgs %
43.96%
Holding
166
New
24
Increased
84
Reduced
31
Closed
17

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.88M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.25M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$953K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$951K

Top Sells

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.6M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.57M
3
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$354K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 1.79%
3 Financials 0.9%
4 Industrials 0.73%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
101
RTX Corp
RTX
$261B
$289K 0.13%
1,577
+248
+19% +$43.1K
GJUN icon
102
FT Vest US Equity Moderate Buffer ETF June
GJUN
$472M
$288K 0.13%
7,280
-11
-0.2% -$430
LOW icon
103
Lowe's Companies
LOW
$117B
$285K 0.13%
1,182
-30
-2% -$7.2K
XSEP icon
104
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$284K 0.13%
6,698
-269
-4% -$11.3K
GDEC icon
105
FT Vest US Equity Moderate Buffer ETF December
GDEC
$440M
$281K 0.12%
+7,432
New +$276K
IJH icon
106
iShares Core S&P Mid-Cap ETF
IJH
$122B
$276K 0.12%
4,180
– –
JNJ icon
107
Johnson & Johnson
JNJ
$609B
$276K 0.12%
+1,333
New +$264K
AMAT icon
108
Applied Materials
AMAT
$421B
$275K 0.12%
1,071
+91
+9% +$21.8K
UAUG icon
109
Innovator US Equity Ultra Buffer ETF August
UAUG
$167M
$270K 0.12%
6,751
+762
+13% +$30.1K
USEP icon
110
Innovator US Equity Ultra Buffer ETF September
USEP
$152M
$269K 0.12%
6,851
+773
+13% +$30.1K
UNOV icon
111
Innovator US Equity Ultra Buffer ETF November
UNOV
$108M
$268K 0.12%
+7,050
New +$266K
UDEC
112
Innovator US Equity Ultra Buffer ETF December
UDEC
$247M
$268K 0.12%
+6,766
New +$264K
XLI icon
113
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$267K 0.12%
1,721
+102
+6% +$15.7K
BAMA icon
114
Brookstone Active ETF
BAMA
$50.1M
$266K 0.12%
7,839
+552
+8% +$18.7K
IJR icon
115
iShares Core S&P Small-Cap ETF
IJR
$110B
$266K 0.12%
2,211
– –
CMI icon
116
Cummins
CMI
$89.5B
$266K 0.12%
521
+17
+3% +$7.95K
LLY icon
117
Eli Lilly
LLY
$1.05T
$264K 0.12%
+246
New +$235K
QMAR icon
118
FT Vest Growth-100 Buffer ETF March
QMAR
$560M
$259K 0.11%
7,837
-17
-0.2% -$553
BAMO icon
119
Brookstone Opportunities ETF
BAMO
$47.2M
$256K 0.11%
7,864
+563
+8% +$18.2K
ZJUL
120
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$166M
$251K 0.11%
8,644
+63
+0.7% +$1.82K
FJUN icon
121
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$251K 0.11%
4,400
-13
-0.3% -$733
BAMY icon
122
Brookstone Yield ETF
BAMY
$44.8M
$251K 0.11%
9,029
+632
+8% +$17.6K
RDVI icon
123
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
$251K 0.11%
+9,558
New +$247K
BINC icon
124
BlackRock Flexible Income ETF
BINC
$16.1B
$240K 0.11%
+4,550
New +$241K
MCD icon
125
McDonald's
MCD
$190B
$240K 0.11%
786
+5
+0.6% +$1.53K
3 4
5
6 7

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MPCL
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FPN
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APSI
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Chris Bulman's Q4 2025 Portfolio in Review

As of Q4 2025, Chris Bulman held 166 positions worth $226M, up 13% from $200M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chris Bulman deployed $21.6M of net new capital in Q4 2025, opening 24 new positions and adding to 84 existing holdings. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.3% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.6M trimmed.

  • Chris Bulman's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.88M increase.
  • Chris Bulman's biggest Q4 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.6M.
  • Chris Bulman fully exited Janus Henderson AAA CLO ETF in Q4 2025, selling an estimated $1.57M.
  • Chris Bulman's ten largest holdings make up 44% of its $226M portfolio in Q4 2025.
  • Chris Bulman opened 24 new positions and closed 17 in Q4 2025.
  • Chris Bulman's portfolio value rose 13% quarter-over-quarter to $226M.

Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.