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Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
1-Year Est. Return
22.07%
This Fund
S&P 500
This Quarter
Est. Return
+2.48%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$26.4M
(+13%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
9.57%
Top 10 Holdings %
Top 10 Hldgs %
43.96%
Holding
166
New
24
Increased
84
Reduced
31
Closed
17
Avg Time Held
0.9
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.88M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.25M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.76M |
| 4 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$953K |
| 5 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$951K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.6M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.57M |
| 3 |
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
|
+$399K |
| 4 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
+$373K |
| 5 |
Innovator US Equity Ultra Buffer ETF July
UJUL
|
+$354K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.63% |
| 2 | Technology | 7.83% |
| 3 | Consumer Discretionary | 1.79% |
| 4 | Financials | 0.9% |
| 5 | Industrials | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
RTX Corp
RTX
$252B
| $289K | 0.13% |
1,577
+248
| +19% | +$43.1K |
2025 Q3
1 quarter
|
|
102
FT Vest US Equity Moderate Buffer ETF June
GJUN
$511M
| $288K | 0.13% |
7,280
-11
| -0.2% | -$430 |
2024 Q3
5 quarters
|
|
103
Lowe's Companies
LOW
$110B
| $285K | 0.13% |
1,182
-30
| -2% | -$7.2K |
2024 Q2
6 quarters
|
|
104
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$100M
| $284K | 0.13% |
6,698
-269
| -4% | -$11.3K |
2024 Q2
6 quarters
|
|
105
FT Vest US Equity Moderate Buffer ETF December
GDEC
$393M
| $281K | 0.12% |
+7,432
| New | +$276K |
2025 Q4
0 quarters
|
|
106
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $276K | 0.12% |
4,180
| – | – |
2024 Q2
6 quarters
|
|
107
Johnson & Johnson
JNJ
$610B
| $276K | 0.12% |
+1,333
| New | +$264K |
2025 Q4
0 quarters
|
|
108
Applied Materials
AMAT
$341B
| $275K | 0.12% |
1,071
+91
| +9% | +$21.8K |
2025 Q3
1 quarter
|
|
109
Innovator US Equity Ultra Buffer ETF August
UAUG
$247M
| $270K | 0.12% |
6,751
+762
| +13% | +$30.1K |
2025 Q3
1 quarter
|
|
110
Innovator US Equity Ultra Buffer ETF September
USEP
$238M
| $269K | 0.12% |
6,851
+773
| +13% | +$30.1K |
2025 Q3
1 quarter
|
|
111
Innovator US Equity Ultra Buffer ETF November
UNOV
$107M
| $268K | 0.12% |
+7,050
| New | +$266K |
2025 Q4
0 quarters
|
|
112
Innovator US Equity Ultra Buffer ETF December
UDEC
$244M
| $268K | 0.12% |
+6,766
| New | +$264K |
2025 Q4
0 quarters
|
|
113
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
| $267K | 0.12% |
1,721
+102
| +6% | +$15.7K |
2024 Q3
5 quarters
|
|
114
Brookstone Active ETF
BAMA
$46.4M
| $266K | 0.12% |
7,839
+552
| +8% | +$18.7K |
2024 Q2
6 quarters
|
|
115
iShares Core S&P Small-Cap ETF
IJR
$103B
| $266K | 0.12% |
2,211
| – | – |
2024 Q2
6 quarters
|
|
116
Cummins
CMI
$73.3B
| $266K | 0.12% |
521
+17
| +3% | +$7.95K |
2024 Q2
6 quarters
|
|
117
Eli Lilly
LLY
$1.12T
| $264K | 0.12% |
+246
| New | +$235K |
2025 Q4
0 quarters
|
|
118
FT Vest Growth-100 Buffer ETF March
QMAR
$611M
| $259K | 0.11% |
7,837
-17
| -0.2% | -$553 |
2024 Q4
4 quarters
|
|
119
Brookstone Opportunities ETF
BAMO
$44.8M
| $256K | 0.11% |
7,864
+563
| +8% | +$18.2K |
2024 Q2
6 quarters
|
|
120
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $251K | 0.11% |
8,644
+63
| +0.7% | +$1.82K |
2024 Q3
5 quarters
|
|
121
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $251K | 0.11% |
4,400
-13
| -0.3% | -$733 |
2024 Q2
6 quarters
|
|
122
Brookstone Yield ETF
BAMY
$41.2M
| $251K | 0.11% |
9,029
+632
| +8% | +$17.6K |
2024 Q2
6 quarters
|
|
123
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.77B
| $251K | 0.11% |
+9,558
| New | +$247K |
2025 Q4
0 quarters
|
|
124
BlackRock Flexible Income ETF
BINC
$16.5B
| $240K | 0.11% |
+4,550
| New | +$241K |
2025 Q4
0 quarters
|
|
125
McDonald's
MCD
$172B
| $240K | 0.11% |
786
+5
| +0.6% | +$1.53K |
2025 Q1
3 quarters
|
|
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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 Miscellaneous at 87% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.
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.