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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
-1.21%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9
Avg Time Held
1.1 years
Top 10 Avg Time Held
1.1 years
Top 20 Avg Time Held
1.1 years

Top Buys

Rank Stock Value
1
WCMI icon
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

Rank Stock Value
1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Morningstar Value ETF
VTV
+$432K

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.2%
2 Technology 6.53%
3 Consumer Discretionary 1.56%
4 Financials 0.86%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
AXP icon
126
American Express
AXP
$214B
$243K 0.11%
802
-82
-9% -$27.5K
2024 Q2
7 quarters
BAMY icon
127
Brookstone Yield ETF
BAMY
$41.1M
$241K 0.11%
8,813
-216
-2% -$6K
2024 Q2
7 quarters
BINC icon
128
BlackRock Flexible Income ETF
BINC
$16.5B
$238K 0.1%
4,588
+38
+0.8% +$2K
2025 Q4
1 quarter
FAI icon
129
First Trust Bloomberg Artificial Intelligence ETF
FAI
$243M
$236K 0.1%
6,355
-885
-12% -$35.4K
2025 Q4
1 quarter
BJUL icon
130
Innovator US Equity Buffer ETF July
BJUL
$359M
$233K 0.1%
4,687
– –
2025 Q3
2 quarters
QCJL icon
131
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$104M
$228K 0.1%
9,723
+276
+3% +$6.55K
2025 Q2
3 quarters
J icon
132
Jacobs Solutions
J
$16.5B
$225K 0.1%
1,769
– –
2024 Q2
7 quarters
UNP icon
133
Union Pacific
UNP
$170B
$223K 0.1%
917
-28
-3% -$6.86K
2025 Q4
1 quarter
TOTL icon
134
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.67B
$221K 0.1%
5,553
-62
-1% -$2.49K
2025 Q4
1 quarter
DJUN icon
135
FT Vest US Equity Deep Buffer ETF June
DJUN
$367M
$218K 0.1%
4,642
– –
2025 Q2
3 quarters
XLV icon
136
State Street Health Care Select Sector SPDR ETF
XLV
$45.8B
$218K 0.1%
1,488
– –
2025 Q3
2 quarters
GILD icon
137
Gilead Sciences
GILD
$194B
$218K 0.1%
1,563
-114
-7% -$16K
2025 Q4
1 quarter
EIX icon
138
Edison International
EIX
$21.6B
$218K 0.1%
+2,974
New +$201K
2026 Q1
0 quarters
KMI icon
139
Kinder Morgan
KMI
$75.1B
$214K 0.09%
+6,376
New +$199K
2026 Q1
0 quarters
USB icon
140
US Bancorp
USB
$91.2B
$213K 0.09%
4,101
-48
-1% -$2.64K
2025 Q3
2 quarters
ZDEK icon
141
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$108M
$212K 0.09%
8,284
– –
2025 Q2
3 quarters
MCD icon
142
McDonald's
MCD
$172B
$212K 0.09%
681
-105
-13% -$33.5K
2025 Q1
4 quarters
AMGN icon
143
Amgen
AMGN
$235B
$210K 0.09%
597
-84
-12% -$29.9K
2025 Q4
1 quarter
CMI icon
144
Cummins
CMI
$74.1B
$204K 0.09%
380
-141
-27% -$79.8K
2024 Q2
7 quarters
POR icon
145
Portland General Electric
POR
$5.2B
$204K 0.09%
3,861
-315
-8% -$16.2K
2025 Q4
1 quarter
BJUN icon
146
Innovator US Equity Buffer ETF June
BJUN
$244M
$201K 0.09%
4,347
-10
-0.2% -$469
2025 Q3
2 quarters
T icon
147
AT&T
T
$162B
$200K 0.09%
6,905
-1,214
-15% -$32.4K
2025 Q1
4 quarters
KEY icon
148
KeyCorp
KEY
$21.4B
$198K 0.09%
9,858
-218
-2% -$4.57K
2025 Q3
2 quarters
HBAN icon
149
Huntington Bancshares
HBAN
$31.2B
$175K 0.08%
11,154
-311
-3% -$5.31K
2025 Q2
3 quarters
F icon
150
Ford
F
$50.3B
$131K 0.06%
11,368
-2,738
-19% -$36.1K
2025 Q1
4 quarters
3 4 5
6
7

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MFP
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KC
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CCM
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PF
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MEPT
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BWA
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SWA
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LP
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Chris Bulman's Q1 2026 Portfolio in Review

As of Q1 2026, Chris Bulman held 159 positions worth $228M, up 0.97% from $226M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Chris Bulman's Q1 2026 filing shows 10 new, 47 increased, 80 reduced and 9 closed positions. Its largest new stake was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M. The largest sale was First Trust International Developed Capital Strength ETF, an estimated $3M.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 87% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Chris Bulman's largest Q1 2026 buy was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q1 2026, an estimated $1.89M increase.
  • Chris Bulman's biggest Q1 2026 reduction was First Trust International Developed Capital Strength ETF, cutting an estimated $3M.
  • Chris Bulman fully exited Intuit in Q1 2026, selling an estimated $1.03M.
  • Chris Bulman's ten largest holdings make up 41% of its $228M portfolio in Q1 2026.
  • Chris Bulman opened 10 new positions and closed 9 in Q1 2026.
  • Chris Bulman's portfolio value rose 0.97% quarter-over-quarter to $228M.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.