CB
Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
1-Year Est. Return
22.07%
This Fund
S&P 500
This Quarter
Est. Return
+12.68%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$45.5M
(+20%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.09M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.82M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.4M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.31M |
| 5 |
Apple
AAPL
|
+$1.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$732K |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$479K |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$470K |
| 4 |
Innovator US Equity Buffer ETF October
BOCT
|
+$451K |
| 5 |
Innovator US Equity Buffer ETF December
BDEC
|
+$352K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.24% |
| 2 | Technology | 7.24% |
| 3 | Consumer Discretionary | 1.35% |
| 4 | Financials | 0.77% |
| 5 | Communication Services | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
151
Amgen
AMGN
$230B
| $238K | 0.09% |
656
+59
| +10% | +$20.2K |
2025 Q4
2 quarters
|
|
152
State Street Health Care Select Sector SPDR ETF
XLV
$45B
| $236K | 0.09% |
1,488
| – | – |
2025 Q3
3 quarters
|
|
153
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.83B
| $234K | 0.09% |
+1,772
| New | +$230K |
2026 Q2
0 quarters
|
|
154
Caterpillar
CAT
$344B
| $231K | 0.08% |
217
-237
| -52% | -$208K |
2025 Q3
3 quarters
|
|
155
BlackRock Flexible Income ETF
BINC
$16.5B
| $223K | 0.08% |
4,269
-319
| -7% | -$16.7K |
2025 Q4
2 quarters
|
|
156
Jacobs Solutions
J
$16.6B
| $223K | 0.08% |
1,769
| – | – |
2024 Q2
8 quarters
|
|
157
Bank of America
BAC
$359B
| $223K | 0.08% |
+3,905
| New | +$208K |
2026 Q2
0 quarters
|
|
158
Lowe's Companies
LOW
$106B
| $222K | 0.08% |
1,006
-150
| -13% | -$34.1K |
2024 Q2
8 quarters
|
|
159
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.65B
| $219K | 0.08% |
5,553
| – | – |
2025 Q4
2 quarters
|
|
160
ExxonMobil
XOM
$728B
| $216K | 0.08% |
1,580
-1,012
| -39% | -$151K |
2025 Q1
5 quarters
|
|
161
FT Vest US Equity Moderate Buffer ETF June
GJUN
$510M
| $210K | 0.08% |
5,091
-2,165
| -30% | -$88.2K |
2024 Q3
7 quarters
|
|
162
Advanced Micro Devices
AMD
$932B
| $209K | 0.08% |
+359
| New | +$147K |
2026 Q2
0 quarters
|
|
163
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.3B
| $205K | 0.07% |
+4,065
| New | +$202K |
2026 Q2
0 quarters
|
|
164
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
| $205K | 0.07% |
+3,952
| New | +$202K |
2026 Q2
0 quarters
|
|
165
Paychex
PAYX
$38.6B
| $202K | 0.07% |
+2,051
| New | +$194K |
2026 Q2
0 quarters
|
|
166
American Express
AXP
$207B
| – | – |
-802
| Closed | -$243K | – |
|
|
167
Innovator US Equity Buffer ETF October
BOCT
$302M
| – | – |
-9,395
| Closed | -$451K | – |
|
168
Ford
F
$48.1B
| – | – |
-11,368
| Closed | -$131K | – |
|
169
Huntington Bancshares
HBAN
$30.5B
| – | – |
-11,154
| Closed | -$175K | – |
|
170
Honeywell
HON
$65.8B
| – | – |
-1,327
| Closed | -$300K | – |
|
171
KeyCorp
KEY
$21.1B
| – | – |
-9,858
| Closed | -$198K | – |
|
172
Kinder Morgan
KMI
$74.3B
| – | – |
-6,376
| Closed | -$214K | – |
|
173
McDonald's
MCD
$169B
| – | – |
-681
| Closed | -$212K | – |
|
174
Portland General Electric
POR
$5.23B
| – | – |
-3,861
| Closed | -$204K | – |
|
175
RTX Corp
RTX
$251B
| – | – |
-1,361
| Closed | -$263K | – |
|
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Chris Bulman's Q2 2026 Portfolio in Review
As of Q2 2026, Chris Bulman held 181 positions worth $274M, up 20% from $228M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Chris Bulman deployed $19.1M of net new capital in Q2 2026, opening 31 new positions and adding to 54 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 88% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $732K trimmed.
- Chris Bulman's largest Q2 2026 buy was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.
- Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $4.09M increase.
- Chris Bulman's biggest Q2 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $732K.
- Chris Bulman fully exited Innovator US Equity Buffer ETF October in Q2 2026, selling an estimated $451K.
- Chris Bulman's ten largest holdings make up 44% of its $274M portfolio in Q2 2026.
- Chris Bulman opened 31 new positions and closed 16 in Q2 2026.
- Chris Bulman's portfolio value rose 20% quarter-over-quarter to $274M.
Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.