We are live on ! Find out more
CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+2.48%
1 Year Est. Return
+16.59%
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

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 Technology 7.83%
2 Consumer Discretionary 1.79%
3 Financials 0.9%
4 Industrials 0.73%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BJUL icon
126
Innovator US Equity Buffer ETF July
BJUL
$290M
$238K 0.11%
4,687
-5,430
-54% -$272K
BJAN icon
127
Innovator US Equity Buffer ETF January
BJAN
$390M
$235K 0.1%
+4,263
New +$229K
J icon
128
Jacobs Solutions
J
$15.6B
$234K 0.1%
1,769
– –
KNG icon
129
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.41B
$231K 0.1%
+4,706
New +$231K
XLV icon
130
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$230K 0.1%
1,488
+10
+0.7% +$1.5K
TOTL icon
131
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$226K 0.1%
+5,615
New +$227K
QCJL
132
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$65.7M
$224K 0.1%
9,447
-67
-0.7% -$1.57K
AMGN icon
133
Amgen
AMGN
$198B
$223K 0.1%
+681
New +$216K
USB icon
134
US Bancorp
USB
$98.4B
$221K 0.1%
4,149
-90
-2% -$4.43K
LVS icon
135
Las Vegas Sands
LVS
$30.1B
$221K 0.1%
+3,395
New +$208K
DJUN icon
136
FT Vest US Equity Deep Buffer ETF June
DJUN
$337M
$220K 0.1%
4,642
– –
UNP icon
137
Union Pacific
UNP
$179B
$219K 0.1%
+945
New +$216K
PANW icon
138
Palo Alto Networks
PANW
$292B
$216K 0.1%
1,174
+63
+6% +$12.7K
ZDEK
139
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$112M
$213K 0.09%
8,284
– –
KEY icon
140
KeyCorp
KEY
$25.4B
$208K 0.09%
10,076
-202
-2% -$3.76K
FJAN icon
141
FT Vest US Equity Buffer ETF January
FJAN
$1.41B
$207K 0.09%
4,002
-76
-2% -$3.86K
GILD icon
142
Gilead Sciences
GILD
$167B
$206K 0.09%
+1,677
New +$204K
TFC icon
143
Truist Financial
TFC
$65.4B
$204K 0.09%
+4,155
New +$191K
BJUN icon
144
Innovator US Equity Buffer ETF June
BJUN
$308M
$204K 0.09%
4,357
-5,779
-57% -$266K
ARKQ icon
145
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.93B
$203K 0.09%
+1,767
New +$204K
T icon
146
AT&T
T
$152B
$202K 0.09%
8,119
-2,193
-21% -$55.5K
POR icon
147
Portland General Electric
POR
$6.07B
$200K 0.09%
+4,176
New +$197K
HBAN icon
148
Huntington Bancshares
HBAN
$37B
$199K 0.09%
11,465
-233
-2% -$3.82K
F icon
149
Ford
F
$56.7B
$185K 0.08%
14,106
-3,621
-20% -$46.7K
BKLN icon
150
Invesco Senior Loan ETF
BKLN
$7.19B
– –
-11,329
Closed -$237K
3 4 5
6
7

Similar funds

CNHF
Conrad N. Hilton Foundation Agoura Hills, California $228M AUM 15.24% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
USB
Union Savings Bank Litchfield, Connecticut $228M AUM
AFO
Allie Family Office Miami, Florida $228M AUM 17.95% 1-Year Est. Return
APSI
Asset Planning Services Inc Covington, Louisiana $228M AUM 36.27% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 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 Technology at 7.8% of assets, down from 8.3% a quarter earlier, followed by Consumer Discretionary and Financials.

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.