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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
(+0.97%)
Cap. Flow
+$6.29M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
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 |
First Trust WCM International Equity ETF
WCMI
|
+$5.08M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$3.69M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.89M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.1M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$643K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust International Developed Capital Strength ETF
FICS
|
+$3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.59M |
| 3 |
Intuit
INTU
|
+$1.03M |
| 4 |
Apple
AAPL
|
+$506K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
151
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.83B
| – | – |
-1,767
| Closed | -$203K | – |
|
|
152
Intuit
INTU
$88.2B
| – | – |
-1,557
| Closed | -$1.03M | – |
|
153
Eli Lilly
LLY
$1.12T
| – | – |
-246
| Closed | -$264K | – |
|
154
Las Vegas Sands
LVS
$24.8B
| – | – |
-3,395
| Closed | -$221K | – |
|
155
Palo Alto Networks
PANW
$303B
| – | – |
-1,174
| Closed | -$216K | – |
|
156
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.7B
| – | – |
-3,795
| Closed | -$405K | – |
|
157
Truist Financial
TFC
$56.9B
| – | – |
-4,155
| Closed | -$204K | – |
|
158
Innovator US Equity Ultra Buffer ETF August
UAUG
$247M
| – | – |
-6,751
| Closed | -$270K | – |
|
159
Innovator US Equity Ultra Buffer ETF September
USEP
$238M
| – | – |
-6,851
| Closed | -$269K | – |
|
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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.