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Chris Bulman Portfolio holdings
AUM
$228M
1-Year Est. Return
16.59%
This Fund
S&P 500
This Quarter
Est. Return
+3.31%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$146M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
97.38%
Top 10 Holdings %
Top 10 Hldgs %
44.55%
Holding
393
New
391
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$11.7M |
| 2 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$9.22M |
| 3 |
Apple
AAPL
|
+$8.75M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$6.94M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$4.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.82% |
| 2 | Industrials | 2.18% |
| 3 | Consumer Staples | 1.62% |
| 4 | Financials | 1.46% |
| 5 | Healthcare | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
International Paper
IP
$20B
| $83.4K | 0.06% |
+1,933
| New | +$78.5K |
|
152
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$35.3B
| $83.2K | 0.06% |
+777
| New | +$82.9K |
|
153
Energy Transfer Partners
ET
$70B
| $83K | 0.06% |
+5,116
| New | +$80.4K |
|
154
Kinder Morgan
KMI
$72.5B
| $82.6K | 0.06% |
+4,157
| New | +$79.3K |
|
155
Occidental Petroleum
OXY
$53.8B
| $82.1K | 0.06% |
+1,303
| New | +$83.6K |
|
156
UnitedHealth
UNH
$389B
| $82K | 0.06% |
+161
| New | +$78.9K |
|
157
Walt Disney
DIS
$170B
| $81.6K | 0.06% |
+822
| New | +$88.5K |
|
158
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $81.4K | 0.06% |
+887
| New | +$81.3K |
|
159
Advanced Micro Devices
AMD
$791B
| $81.1K | 0.06% |
+500
| New | +$80.4K |
|
160
NiSource
NI
$22.3B
| $80.9K | 0.06% |
+2,808
| New | +$79.2K |
|
161
3M
MMM
$84.7B
| $80.1K | 0.05% |
+784
| New | +$76.4K |
|
162
Duke Energy
DUK
$99B
| $79.7K | 0.05% |
+795
| New | +$79.5K |
|
163
Entergy
ETR
$53.9B
| $79.2K | 0.05% |
+1,480
| New | +$79.8K |
|
164
Healthpeak Properties
DOC
$15.5B
| $78.9K | 0.05% |
+4,026
| New | +$76.9K |
|
165
Prudential Financial
PRU
$41.5B
| $78.7K | 0.05% |
+672
| New | +$77.6K |
|
166
Truist Financial
TFC
$66.8B
| $78.4K | 0.05% |
+2,019
| New | +$76.3K |
|
167
T. Rowe Price
TROW
$25.1B
| $77.8K | 0.05% |
+675
| New | +$77.6K |
|
168
Innovator US Equity Buffer ETF August
BAUG
$197M
| $77.7K | 0.05% |
+1,916
| New | +$74.9K |
|
169
Ford
F
$56.7B
| $77.5K | 0.05% |
+6,179
| New | +$76.4K |
|
170
Dominion Energy
D
$63.6B
| $77.4K | 0.05% |
+1,581
| New | +$80.6K |
|
|
K
171
DELISTED
Kellanova
K
| $77.3K | 0.05% |
+1,340
| New | +$79K |
|
172
Edison International
EIX
$30.3B
| $77.2K | 0.05% |
+1,075
| New | +$77.9K |
|
173
Huntington Bancshares
HBAN
$37.5B
| $76.6K | 0.05% |
+5,809
| New | +$78.1K |
|
174
Realty Income
O
$61.9B
| $76.4K | 0.05% |
+1,447
| New | +$77.3K |
|
175
J.M. Smucker
SJM
$12.3B
| $76.3K | 0.05% |
+700
| New | +$79.2K |
|
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Chris Bulman's Q2 2024 Portfolio in Review
Q2 2024 is the first quarter with a 13F filing on record for Chris Bulman, which disclosed 393 positions worth $146M. Its ten largest holdings account for 45% of the portfolio.
Its largest position is Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
By sector, the portfolio is most concentrated in Technology at 9.8% of assets, followed by Industrials and Consumer Staples.
- Chris Bulman's largest Q2 2024 buy was Innovator US Equity Power Buffer ETF June: 334,333 shares worth $11.9M.
- Chris Bulman's ten largest holdings make up 45% of its $146M portfolio in Q2 2024.
- Chris Bulman disclosed 393 positions in Q2 2024, its first 13F filing on record.
Based on Chris Bulman's 13F filing for Q2 2024, filed 6 Aug 2024.