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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
+2.48%
1 Year Est. Return
+22.07%
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
Avg Time Held
0.9 years
Top 10 Avg Time Held
1.1 years
Top 20 Avg Time Held
0.9 years

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 Miscellaneous 86.63%
2 Technology 7.83%
3 Consumer Discretionary 1.79%
4 Financials 0.9%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
CLOA icon
151
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.75B
– –
-7,682
Closed -$399K –
CLOI icon
152
VanEck CLO ETF
CLOI
$1.7B
– –
-6,524
Closed -$346K –
CLOZ icon
153
Panagram BBB-B CLO ETF
CLOZ
$783M
– –
-8,248
Closed -$221K –
DOC icon
154
Healthpeak Properties
DOC
$13.1B
– –
-10,328
Closed -$198K –
ES icon
155
Eversource Energy
ES
$24.9B
– –
-2,847
Closed -$203K –
IBIT icon
156
iShares Bitcoin Trust
IBIT
$66.2B
– –
-3,211
Closed -$209K –
ICLO icon
157
Invesco AAA CLO Floating Rate Note ETF
ICLO
$603M
– –
-14,581
Closed -$373K –
JAAA icon
158
Janus Henderson AAA CLO ETF
JAAA
$32.1B
– –
-30,825
Closed -$1.57M –
JMBS icon
159
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.33B
– –
-5,302
Closed -$242K –
O icon
160
Realty Income
O
$52.6B
– –
-3,413
Closed -$207K –
ORCL icon
161
Oracle
ORCL
$408B
– –
-914
Closed -$257K –
UJUL icon
162
Innovator US Equity Ultra Buffer ETF July
UJUL
$303M
– –
-9,287
Closed -$354K –
UJUN icon
163
Innovator US Equity Ultra Buffer ETF June
UJUN
$188M
– –
-6,379
Closed -$234K –
UMAR icon
164
Innovator US Equity Ultra Buffer ETF March
UMAR
$143M
– –
-6,038
Closed -$236K –
VZ icon
165
Verizon
VZ
$184B
– –
-4,720
Closed -$207K –
JAJL icon
166
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$303M
– –
-11,036
Closed -$316K –
3 4 5 6
7

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 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 Miscellaneous at 87% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.

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.