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
+12.68%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$45.5M
(+20%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.09M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.82M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.4M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.31M |
| 5 |
Apple
AAPL
|
+$1.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$732K |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$479K |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$470K |
| 4 |
Innovator US Equity Buffer ETF October
BOCT
|
+$451K |
| 5 |
Innovator US Equity Buffer ETF December
BDEC
|
+$352K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.24% |
| 2 | Technology | 7.24% |
| 3 | Consumer Discretionary | 1.35% |
| 4 | Financials | 0.77% |
| 5 | Communication Services | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
SPDR Gold Trust
GLD
$139B
| $297K | 0.11% |
805
+14
| +2% | +$5.8K |
2026 Q1
1 quarter
|
|
127
FT Vest US Equity Moderate Buffer ETF December
GDEC
$393M
| $296K | 0.11% |
7,432
| – | – |
2025 Q4
2 quarters
|
|
128
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$67.7M
| $295K | 0.11% |
+11,074
| New | +$293K |
2026 Q2
0 quarters
|
|
129
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$1.44B
| $292K | 0.11% |
+14,049
| New | +$291K |
2026 Q2
0 quarters
|
|
130
FT Vest Growth-100 Buffer ETF March
QMAR
$611M
| $290K | 0.11% |
7,781
-30
| -0.4% | -$1.09K |
2024 Q4
6 quarters
|
|
131
Palantir
PLTR
$483B
| $287K | 0.1% |
2,457
+186
| +8% | +$25.4K |
2025 Q2
4 quarters
|
|
132
Eversource Energy
ES
$25.1B
| $286K | 0.1% |
+3,951
| New | +$274K |
2026 Q2
0 quarters
|
|
133
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$100M
| $284K | 0.1% |
6,393
-305
| -5% | -$13.3K |
2024 Q2
8 quarters
|
|
134
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
| $281K | 0.1% |
4,621
+1
| +0% | +$60 |
2024 Q2
8 quarters
|
|
135
JPMorgan Chase
JPM
$890B
| $278K | 0.1% |
+849
| New | +$264K |
2026 Q2
0 quarters
|
|
136
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $277K | 0.1% |
4,627
+276
| +6% | +$16.3K |
2024 Q2
8 quarters
|
|
137
Brookstone Active ETF
BAMA
$46.3M
| $274K | 0.1% |
7,468
-162
| -2% | -$5.79K |
2024 Q2
8 quarters
|
|
138
Cummins
CMI
$72.4B
| $269K | 0.1% |
378
-2
| -0.5% | -$1.32K |
2024 Q2
8 quarters
|
|
139
Blackstone
BX
$79.7B
| $265K | 0.1% |
+2,257
| New | +$271K |
2026 Q2
0 quarters
|
|
140
Union Pacific
UNP
$170B
| $264K | 0.1% |
971
+54
| +6% | +$14.2K |
2025 Q4
2 quarters
|
|
141
Brookstone Opportunities ETF
BAMO
$44.6M
| $259K | 0.09% |
7,497
-158
| -2% | -$5.33K |
2024 Q2
8 quarters
|
|
142
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.31B
| $253K | 0.09% |
5,017
+9
| +0.2% | +$443 |
2025 Q4
2 quarters
|
|
143
FT Vest US Equity Moderate Buffer ETF April
GAPR
$296M
| $244K | 0.09% |
+5,851
| New | +$241K |
2026 Q2
0 quarters
|
|
144
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$104M
| $244K | 0.09% |
9,723
| – | – |
2025 Q2
4 quarters
|
|
145
Gilead Sciences
GILD
$190B
| $243K | 0.09% |
1,923
+360
| +23% | +$47.4K |
2025 Q4
2 quarters
|
|
146
Innovator US Equity Ultra Buffer ETF March
UMAR
$143M
| $240K | 0.09% |
+5,680
| New | +$236K |
2026 Q2
0 quarters
|
|
147
Innovator US Equity Ultra Buffer ETF May
UMAY
$137M
| $240K | 0.09% |
+6,310
| New | +$237K |
2026 Q2
0 quarters
|
|
148
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
| $240K | 0.09% |
2,484
-232
| -9% | -$22K |
2024 Q2
8 quarters
|
|
149
Innovator US Equity Ultra Buffer ETF June
UJUN
$188M
| $239K | 0.09% |
+6,214
| New | +$238K |
2026 Q2
0 quarters
|
|
150
Brookstone Yield ETF
BAMY
$41.1M
| $238K | 0.09% |
8,651
-162
| -2% | -$4.47K |
2024 Q2
8 quarters
|
|
Similar funds
MFP
KC
CCM
PF
MEPT
BWA
SWA
LP
Chris Bulman's Q2 2026 Portfolio in Review
As of Q2 2026, Chris Bulman held 181 positions worth $274M, up 20% from $228M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Chris Bulman deployed $19.1M of net new capital in Q2 2026, opening 31 new positions and adding to 54 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 88% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $732K trimmed.
- Chris Bulman's largest Q2 2026 buy was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.
- Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $4.09M increase.
- Chris Bulman's biggest Q2 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $732K.
- Chris Bulman fully exited Innovator US Equity Buffer ETF October in Q2 2026, selling an estimated $451K.
- Chris Bulman's ten largest holdings make up 44% of its $274M portfolio in Q2 2026.
- Chris Bulman opened 31 new positions and closed 16 in Q2 2026.
- Chris Bulman's portfolio value rose 20% quarter-over-quarter to $274M.
Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.