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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
+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

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

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

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
CLOA icon
151
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.16B
– –
-7,682
Closed -$399K
CLOI icon
152
VanEck CLO ETF
CLOI
$1.46B
– –
-6,524
Closed -$346K
CLOZ icon
153
Panagram BBB-B CLO ETF
CLOZ
$763M
– –
-8,248
Closed -$221K
DOC icon
154
Healthpeak Properties
DOC
$15.4B
– –
-10,328
Closed -$198K
ES icon
155
Eversource Energy
ES
$28B
– –
-2,847
Closed -$203K
IBIT icon
156
iShares Bitcoin Trust
IBIT
$46.9B
– –
-3,211
Closed -$209K
ICLO icon
157
Invesco AAA CLO Floating Rate Note ETF
ICLO
$509M
– –
-14,581
Closed -$373K
JAAA icon
158
Janus Henderson AAA CLO ETF
JAAA
$29.1B
– –
-30,825
Closed -$1.57M
JMBS icon
159
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
– –
-5,302
Closed -$242K
O icon
160
Realty Income
O
$61.2B
– –
-3,413
Closed -$207K
ORCL icon
161
Oracle
ORCL
$362B
– –
-914
Closed -$257K
UJUL icon
162
Innovator US Equity Ultra Buffer ETF July
UJUL
$226M
– –
-9,287
Closed -$354K
UJUN icon
163
Innovator US Equity Ultra Buffer ETF June
UJUN
$179M
– –
-6,379
Closed -$234K
UMAR icon
164
Innovator US Equity Ultra Buffer ETF March
UMAR
$203M
– –
-6,038
Closed -$236K
VZ icon
165
Verizon
VZ
$183B
– –
-4,720
Closed -$207K
JAJL
166
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$258M
– –
-11,036
Closed -$316K
3 4 5 6
7

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MPCL
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FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
USB
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AFO
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APSI
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HFA
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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.