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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
Cap. Flow
+$21.6M
Cap. Flow %
9.57%
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
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.88M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.25M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$953K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$951K

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.6M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.57M
3
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
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
BJUL icon
126
Innovator US Equity Buffer ETF July
BJUL
$360M
$238K 0.11%
4,687
-5,430
-54% -$272K
2025 Q3
1 quarter
BJAN icon
127
Innovator US Equity Buffer ETF January
BJAN
$349M
$235K 0.1%
+4,263
New +$229K
2025 Q4
0 quarters
J icon
128
Jacobs Solutions
J
$16.6B
$234K 0.1%
1,769
– –
2024 Q2
6 quarters
KNG icon
129
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.35B
$231K 0.1%
+4,706
New +$231K
2025 Q4
0 quarters
XLV icon
130
State Street Health Care Select Sector SPDR ETF
XLV
$45.9B
$230K 0.1%
1,488
+10
+0.7% +$1.5K
2025 Q3
1 quarter
TOTL icon
131
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.67B
$226K 0.1%
+5,615
New +$227K
2025 Q4
0 quarters
QCJL icon
132
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$104M
$224K 0.1%
9,447
-67
-0.7% -$1.57K
2025 Q2
2 quarters
AMGN icon
133
Amgen
AMGN
$235B
$223K 0.1%
+681
New +$216K
2025 Q4
0 quarters
USB icon
134
US Bancorp
USB
$89.4B
$221K 0.1%
4,149
-90
-2% -$4.43K
2025 Q3
1 quarter
LVS icon
135
Las Vegas Sands
LVS
$24.8B
$221K 0.1%
+3,395
New +$208K
2025 Q4
0 quarters
DJUN icon
136
FT Vest US Equity Deep Buffer ETF June
DJUN
$367M
$220K 0.1%
4,642
– –
2025 Q2
2 quarters
UNP icon
137
Union Pacific
UNP
$172B
$219K 0.1%
+945
New +$216K
2025 Q4
0 quarters
PANW icon
138
Palo Alto Networks
PANW
$303B
$216K 0.1%
1,174
+63
+6% +$12.7K
2025 Q3
1 quarter
ZDEK icon
139
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$108M
$213K 0.09%
8,284
– –
2025 Q2
2 quarters
KEY icon
140
KeyCorp
KEY
$21.3B
$208K 0.09%
10,076
-202
-2% -$3.76K
2025 Q3
1 quarter
FJAN icon
141
FT Vest US Equity Buffer ETF January
FJAN
$1.49B
$207K 0.09%
4,002
-76
-2% -$3.86K
2025 Q3
1 quarter
GILD icon
142
Gilead Sciences
GILD
$195B
$206K 0.09%
+1,677
New +$204K
2025 Q4
0 quarters
TFC icon
143
Truist Financial
TFC
$56.9B
$204K 0.09%
+4,155
New +$191K
2025 Q4
0 quarters
BJUN icon
144
Innovator US Equity Buffer ETF June
BJUN
$244M
$204K 0.09%
4,357
-5,779
-57% -$266K
2025 Q3
1 quarter
ARKQ icon
145
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.83B
$203K 0.09%
+1,767
New +$204K
2025 Q4
0 quarters
T icon
146
AT&T
T
$161B
$202K 0.09%
8,119
-2,193
-21% -$55.5K
2025 Q1
3 quarters
POR icon
147
Portland General Electric
POR
$5.16B
$200K 0.09%
+4,176
New +$197K
2025 Q4
0 quarters
HBAN icon
148
Huntington Bancshares
HBAN
$31B
$199K 0.09%
11,465
-233
-2% -$3.82K
2025 Q2
2 quarters
F icon
149
Ford
F
$49.1B
$185K 0.08%
14,106
-3,621
-20% -$46.7K
2025 Q1
3 quarters
BKLN icon
150
Invesco Senior Loan ETF
BKLN
$6.28B
– –
-11,329
Closed -$237K –
3 4 5
6
7

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

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.