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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
+7.62%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$17.1M
Cap. Flow
+$6.54M
Cap. Flow %
3.73%
Top 10 Hldgs %
41.96%
Holding
141
New
20
Increased
40
Reduced
49
Closed
21

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.35M
2
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$4.23M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.73M

Top Sells

1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$4.98M
2
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.84M
3
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$2.63M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.19M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BX icon
126
Blackstone
BX
$156B
– –
-1,698
Closed -$237K
CLOZ icon
127
Panagram BBB-B CLO ETF
CLOZ
$762M
– –
-9,856
Closed -$262K
IJAN icon
128
Innovator International Developed Power Buffer ETF January
IJAN
$256M
– –
-36,146
Closed -$1.16M
JMBS icon
129
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.77B
– –
-6,400
Closed -$289K
JNJ icon
130
Johnson & Johnson
JNJ
$609B
– –
-2,348
Closed -$389K
JPM icon
131
JPMorgan Chase
JPM
$916B
– –
-938
Closed -$230K
KJUL icon
132
Innovator US Small Cap Power Buffer ETF July
KJUL
$141M
– –
-41,134
Closed -$1.15M
MOAT icon
133
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
– –
-29,818
Closed -$2.62M
NJAN icon
134
Innovator Growth-100 Power Buffer ETF January
NJAN
$350M
– –
-6,148
Closed -$285K
NJUL icon
135
Innovator Growth-100 Power Buffer ETF July
NJUL
$236M
– –
-15,097
Closed -$906K
NOBL icon
136
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
– –
-55,610
Closed -$2.84M
RTX icon
137
RTX Corp
RTX
$266B
– –
-1,658
Closed -$220K
STZ icon
138
Constellation Brands
STZ
$23.1B
– –
-1,165
Closed -$214K
UNP icon
139
Union Pacific
UNP
$179B
– –
-1,408
Closed -$333K
XLV icon
140
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
– –
-1,478
Closed -$216K
YSEP icon
141
FT Vest International Equity Buffer ETF September
YSEP
$119M
– –
-94,113
Closed -$2.14M
2 3 4 5
6

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FPN
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USB
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AFO
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APSI
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HFA
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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 Technology at 8.8% of assets, up from 8.7% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

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.