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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
+7%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
(+14%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10
Avg Time Held
0.8
years
Top 10 Avg Time Held
0.9
years
Top 20 Avg Time Held
0.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.61M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.94M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.37M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.34M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.29M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$1.05M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$938K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$833K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$713K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.08% |
| 2 | Technology | 8.34% |
| 3 | Consumer Discretionary | 1.88% |
| 4 | Financials | 0.9% |
| 5 | Consumer Staples | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Panagram BBB-B CLO ETF
CLOZ
$783M
| $221K | 0.11% |
+8,248
| New | +$221K |
2025 Q3
0 quarters
|
|
127
FT Vest US Equity Deep Buffer ETF June
DJUN
$367M
| $216K | 0.11% |
4,642
| – | – |
2025 Q2
1 quarter
|
|
128
Cummins
CMI
$73.3B
| $213K | 0.11% |
504
-498
| -50% | -$191K |
2024 Q2
5 quarters
|
|
129
Ford
F
$49.1B
| $212K | 0.11% |
17,727
+949
| +6% | +$10.9K |
2025 Q1
2 quarters
|
|
130
FT Vest US Equity Buffer ETF December
FDEC
$1.34B
| $211K | 0.11% |
4,290
| – | – |
2025 Q2
1 quarter
|
|
131
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$108M
| $209K | 0.1% |
8,284
| – | – |
2025 Q2
1 quarter
|
|
132
iShares Bitcoin Trust
IBIT
$66.2B
| $209K | 0.1% |
+3,211
| New | +$209K |
2025 Q3
0 quarters
|
|
133
Verizon
VZ
$184B
| $207K | 0.1% |
+4,720
| New | +$204K |
2025 Q3
0 quarters
|
|
134
Realty Income
O
$52.6B
| $207K | 0.1% |
+3,413
| New | +$199K |
2025 Q3
0 quarters
|
|
135
State Street Health Care Select Sector SPDR ETF
XLV
$45.9B
| $206K | 0.1% |
+1,478
| New | +$200K |
2025 Q3
0 quarters
|
|
136
US Bancorp
USB
$89.4B
| $205K | 0.1% |
+4,239
| New | +$200K |
2025 Q3
0 quarters
|
|
137
FT Vest US Equity Buffer ETF January
FJAN
$1.49B
| $205K | 0.1% |
+4,078
| New | +$199K |
2025 Q3
0 quarters
|
|
138
Eversource Energy
ES
$24.9B
| $203K | 0.1% |
+2,847
| New | +$187K |
2025 Q3
0 quarters
|
|
139
Huntington Bancshares
HBAN
$31B
| $202K | 0.1% |
11,698
+847
| +8% | +$14.5K |
2025 Q2
1 quarter
|
|
140
Applied Materials
AMAT
$341B
| $201K | 0.1% |
+980
| New | +$178K |
2025 Q3
0 quarters
|
|
141
Healthpeak Properties
DOC
$13.1B
| $198K | 0.1% |
+10,328
| New | +$185K |
2025 Q3
0 quarters
|
|
142
KeyCorp
KEY
$21.3B
| $192K | 0.1% |
+10,278
| New | +$190K |
2025 Q3
0 quarters
|
|
143
Advanced Micro Devices
AMD
$918B
| – | – |
-1,435
| Closed | -$204K | – |
|
144
Innovator US Equity Buffer ETF January
BJAN
$349M
| – | – |
-9,487
| Closed | -$476K | – |
|
145
Gilead Sciences
GILD
$195B
| – | – |
-2,092
| Closed | -$232K | – |
|
146
Eli Lilly
LLY
$1.12T
| – | – |
-457
| Closed | -$356K | – |
|
147
Innovator US Equity Ultra Buffer ETF April
UAPR
$160M
| – | – |
-8,282
| Closed | -$259K | – |
|
148
Innovator US Equity Ultra Buffer ETF February
UFEB
$174M
| – | – |
-7,634
| Closed | -$262K | – |
|
149
Innovator US Equity Ultra Buffer ETF January
UJAN
$256M
| – | – |
-6,912
| Closed | -$280K | – |
|
150
Waste Connections
WCN
$41.6B
| – | – |
-2,169
| Closed | -$405K | – |
|
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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 Miscellaneous at 86% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.
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.