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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%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
+$12.3M
Cap. Flow %
6.17%
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10

Top Buys

1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.61M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Value ETF
VTV
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLOZ icon
126
Panagram BBB-B CLO ETF
CLOZ
$764M
$221K 0.11%
+8,248
New +$221K
DJUN icon
127
FT Vest US Equity Deep Buffer ETF June
DJUN
$337M
$216K 0.11%
4,642
– –
CMI icon
128
Cummins
CMI
$89.5B
$213K 0.11%
504
-498
-50% -$191K
F icon
129
Ford
F
$56.7B
$212K 0.11%
17,727
+949
+6% +$10.9K
FDEC icon
130
FT Vest US Equity Buffer ETF December
FDEC
$1.31B
$211K 0.11%
4,290
– –
ZDEK
131
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$112M
$209K 0.1%
8,284
– –
IBIT icon
132
iShares Bitcoin Trust
IBIT
$47B
$209K 0.1%
+3,211
New +$209K
VZ icon
133
Verizon
VZ
$182B
$207K 0.1%
+4,720
New +$204K
O icon
134
Realty Income
O
$61.3B
$207K 0.1%
+3,413
New +$199K
XLV icon
135
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$206K 0.1%
+1,478
New +$200K
USB icon
136
US Bancorp
USB
$98.4B
$205K 0.1%
+4,239
New +$200K
FJAN icon
137
FT Vest US Equity Buffer ETF January
FJAN
$1.41B
$205K 0.1%
+4,078
New +$199K
ES icon
138
Eversource Energy
ES
$28.1B
$203K 0.1%
+2,847
New +$187K
HBAN icon
139
Huntington Bancshares
HBAN
$37B
$202K 0.1%
11,698
+847
+8% +$14.5K
AMAT icon
140
Applied Materials
AMAT
$421B
$201K 0.1%
+980
New +$178K
DOC icon
141
Healthpeak Properties
DOC
$15.5B
$198K 0.1%
+10,328
New +$185K
KEY icon
142
KeyCorp
KEY
$25.4B
$192K 0.1%
+10,278
New +$190K
AMD icon
143
Advanced Micro Devices
AMD
$808B
– –
-1,435
Closed -$204K
BJAN icon
144
Innovator US Equity Buffer ETF January
BJAN
$390M
– –
-9,487
Closed -$476K
GILD icon
145
Gilead Sciences
GILD
$167B
– –
-2,092
Closed -$232K
LLY icon
146
Eli Lilly
LLY
$1.05T
– –
-457
Closed -$356K
UAPR icon
147
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
– –
-8,282
Closed -$259K
UFEB icon
148
Innovator US Equity Ultra Buffer ETF February
UFEB
$245M
– –
-7,634
Closed -$262K
UJAN icon
149
Innovator US Equity Ultra Buffer ETF January
UJAN
$312M
– –
-6,912
Closed -$280K
WCN
150
Waste Connections
WCN
$43.7B
– –
-2,169
Closed -$405K
3 4 5
6
7

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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 Technology at 8.3% of assets, down from 8.8% a quarter earlier, followed by Consumer Discretionary and Financials.

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.