Chris Bulman Inc

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CIK 2032404

13F portfolio (2026-Q1)

$228M

Positions

150

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

150

Top 5

28.3%

Top 10

41.3%

Effective N

38.3

HHI

0.026

This quarter

10 new · 0 exit →

By sector

Unclassified88.2%

Information Technology6.5%

Consumer Discretionary2.2%

Financials0.9%

Industrials0.7%

Communication Services0.6%

Health Care0.5%

Utilities0.3%

Energy0.2%

By market cap

Unknown88.2%

Mega (>$200B)9.8%

Large ($10–200B)1.9%

Mid ($2–10B)0.1%

By region

Other88.2%

North America11.8%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	88.20%	114
Technology Hardware & Equipment	5.22%	2
Automobiles & Components	1.10%	2
Specialty Retail	0.99%	3
Semiconductors & Semiconductor Equipment	0.74%	3
Software	0.56%	2
Pharmaceuticals & Biotechnology	0.51%	4
Software & IT Services	0.49%	2
Banks	0.48%	5
Insurance	0.38%	1
Utilities	0.28%	3
Aerospace & Defense	0.25%	2
Machinery	0.23%	2
Oil, Gas & Consumable Fuels	0.19%	1
Construction & Engineering	0.10%	1
Road & Rail	0.10%	1
Hotels, Restaurants & Leisure	0.09%	1
Diversified Telecommunication Services	0.09%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	7.64%
2	RDVY	FIRST TR EXCHANGE TRADED FD	Unclassified	6.44%
3	QQQ	INVESCO QQQ TR	Unclassified	5.77%
4	AAPL	Apple Inc.	Information Technology	5.02%
5	BUFR	FIRST TR EXCHNG TRADED FD VI	Unclassified	3.39%
6	PJUN	INNOVATOR ETFS TRUST	Unclassified	2.94%
7	AVEM	AMERICAN CENTY ETF TR	Unclassified	2.77%
8	VIG	VANGUARD SPECIALIZED FUNDS	Unclassified	2.50%
9	SDVY	FIRST TR EXCHANGE TRADED FD	Unclassified	2.40%
10	SCHD	SCHWAB STRATEGIC TR	Unclassified	2.40%

36/150 names classified · sector 11.8% of weight · industry 11.8% · mkt cap 11.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 8 quarters

Information TechnologyAAPL, NVDA, MSFT, INTU, PLTR · other

Consumer DiscretionaryCOST, TSLA, AMZN, LOW, WMT · other

IndustrialsHON, WCN, CMI, UNP, J · other

FinancialsALL, AXP, BX, BRK.B, JPM · other

Health CareABBV, JNJ, LLY, GILD, AMGN · other

Communication ServicesMETA, GOOGL, T, VZ, CMCSA · other

EnergyXOM, OXY, CVX, DVN, VLO · other

UtilitiesPOR, KMI, EIX, ES, AEP · other

MaterialsDD, KMB, IP, FMC, DOW · other

Consumer StaplesSTZ, CAG, SJM, HSY, CVS · other

Real EstateO, DOC, CCI, IRM, LTC

UnclassifiedQQQ, PJUN, BUFR, VOO, RDVY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 11.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 12% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (36 classified)Chris Bulman Inc centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesHealth CareUtilitiesEnergy

Style box summary for Chris Bulman Inc: centroid Large Core. Heaviest cells: Large Core 7.1%, Large Growth 2.7%, Large Value 0.9%.

Classified: 11.8% of book weight (36/150 names) · unclassified 88.2%: VOO, RDVY, QQQ, BUFR, PJUN, AVEM, VIG, SDVY, SCHD, VTV +104 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 150 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	29,182	$17M	7.6%	HOLD
2	RDVYFIRST TR EXCHANGE TRADED FD	215,268	$15M	6.4%	ADD 14%
3	QQQINVESCO QQQ TR	22,824	$13M	5.8%	TRIM −16%
4	AAPLAPPLE INC	45,117	$11M	5.0%	TRIM −4%
5	BUFRFIRST TR EXCHNG TRADED FD VI	229,098	$8M	3.4%	HOLD
6	PJUNINNOVATOR ETFS TRUST	160,310	$7M	2.9%	ADD 2%
7	AVEMAMERICAN CENTY ETF TR	78,557	$6M	2.8%	ADD 8%
8	VIGVANGUARD SPECIALIZED FUNDS	26,513	$6M	2.5%	TRIM −5%
9	SDVYFIRST TR EXCHANGE TRADED FD	138,692	$5M	2.4%	ADD 24%
10	SCHDSCHWAB STRATEGIC TR	178,248	$5M	2.4%	ADD 12%
11	VTVVANGUARD INDEX FDS	26,921	$5M	2.3%	TRIM −7%
12	WCMIFIRST TR EXCHANGE-TRADED FD	287,768	$5M	2.1%	NEW
13	VBVANGUARD INDEX FDS	18,281	$5M	2.1%	TRIM −2%
14	VUGVANGUARD INDEX FDS	10,767	$5M	2.1%	TRIM −6%
15	FICSFIRST TR EXCHANGE TRADED FD	107,829	$4M	1.8%	TRIM −41%
16	SPHDINVESCO EXCH TRADED FD TR II	73,280	$4M	1.6%	NEW
17	DBEFDBX ETF TR	73,008	$4M	1.6%	ADD 16%
18	BIVVANGUARD BD INDEX FDS	43,420	$3M	1.5%	ADD 6%
19	IEFAISHARES TR	35,387	$3M	1.4%	TRIM −7%
20	POCTINNOVATOR S&P 500 POWER BUFFER ETF	68,288	$3M	1.3%	HOLD
21	PSEPINNOVATOR ETFS TRUST	67,523	$3M	1.3%	TRIM −9%
22	PFEBINNOVATOR ETFS TRUST	71,175	$3M	1.3%	ADD 11%
23	PMAYINNOVATOR ETFS TRUST	70,594	$3M	1.2%	HOLD
24	IEMGISHARES INC	38,426	$3M	1.2%	TRIM −7%
25	IWMISHARES TR	10,124	$3M	1.1%	TRIM −8%
26	BDECINNOVATOR ETFS TRUST	51,423	$2M	1.1%	HOLD
27	PAUGINNOVATOR ETFS TRUST	57,414	$2M	1.1%	TRIM −11%
28	PDECINNOVATOR ETFS TRUST	56,985	$2M	1.1%	HOLD
29	TSLATESLA INC	6,416	$2M	1.0%	ADD 17%
30	UITBVICTORY PORTFOLIOS II	47,487	$2M	1.0%	ADD 6%
31	AGGISHARES TR	21,922	$2M	1.0%	TRIM −15%
32	IAPRINNOVATOR ETFS TRUST	61,193	$2M	0.8%	ADD 3%
33	LMBSFIRST TR EXCHANGE-TRADED FD	38,556	$2M	0.8%	ADD 7%
34	BALTINNOVATOR ETFS TRUST	50,416	$2M	0.7%	TRIM −2%
35	GAUGFIRST TR EXCHNG TRADED FD VI	43,175	$2M	0.7%	ADD 3%
36	PNOVINNOVATOR ETFS TRUST	40,818	$2M	0.7%	TRIM −3%
37	BFEBINNOVATOR ETFS TRUST	34,488	$2M	0.7%	ADD 61%
38	GFEBFIRST TR EXCHNG TRADED FD V	38,426	$2M	0.7%	ADD 10%
39	COSTCOSTCO WHSL CORP NEW	1,421	$1M	0.6%	TRIM −20%
40	PMARINNOVATOR ETFS TRUST	31,313	$1M	0.6%	ADD 10%
41	PAPRINNOVATOR ETFS TRUST	33,073	$1M	0.6%	HOLD
42	TFLOISHARES TR	25,273	$1M	0.6%	TRIM −8%
43	BMARINNOVATOR ETFS TRUST	24,104	$1M	0.6%	ADD 18%
44	GMAYFIRST TR EXCHNG TRADED FD V	29,827	$1M	0.5%	ADD 5%
45	PJANINNOVATOR ETFS TRUST	26,008	$1M	0.5%	ADD 40%
46	GMARFIRST TR EXCHNG TRADED FD VI	28,113	$1M	0.5%	ADD 80%
47	PJULINNOVATOR ETFS TRUST	25,051	$1M	0.5%	TRIM −10%
48	VTIVANGUARD INDEX FDS	3,489	$1M	0.5%	ADD 26%
49	NVDANVIDIA CORPORATION	6,073	$1M	0.5%	ADD 27%
50	MSFTMICROSOFT CORP	2,559	$947,420	0.4%	TRIM −5%
51	ALLALLSTATE CORP	4,166	$863,778	0.4%	HOLD
52	GOOGLALPHABET INC	2,980	$857,036	0.4%	ADD 14%
53	IBTHISHARES TR	38,058	$853,644	0.4%	TRIM −10%
54	IBTJISHARES TR	38,828	$848,121	0.4%	TRIM −10%
55	FBNDFIDELITY TOTAL BOND ETF	18,239	$832,062	0.4%	TRIM −13%
56	BNOVINNOVATOR ETFS TRUST	18,726	$805,648	0.4%	HOLD
57	BJANINNOVATOR ETFS TRUST	14,477	$772,057	0.3%	ADD 240%
58	UCONFIRST TR EXCHNG TRADED FD VI	29,563	$732,291	0.3%	HOLD
59	VGTVANGUARD WORLD FD	1,030	$718,651	0.3%	ADD 3%
60	BAMGBROOKSTONE GROWTH STOCK ETF	19,658	$717,873	0.3%	TRIM −2%
61	FJANFIRST TR EXCHNG TRADED FD VI	14,095	$710,529	0.3%	ADD 252%
62	BAMVBROOKSTONE VALUE STOCK ETF	21,046	$684,103	0.3%	TRIM −2%
63	SPYMSPDR SERIES TRUST	8,832	$675,967	0.3%	TRIM −9%
64	BAMDNORTHERN LTS FD TR IV	21,518	$670,121	0.3%	TRIM −2%
65	BSEPINNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER	13,125	$631,096	0.3%	TRIM −35%
66	IBTIISHARES TR	28,127	$626,757	0.3%	TRIM −13%
67	BUFQFIRST TR EXCHNG TRADED FD VI	17,699	$625,128	0.3%	HOLD
68	SPYSTATE STR SPDR S&P 500 ETF T	955	$621,074	0.3%	HOLD
69	ZFEBINNOVATOR ETFS TRUST	24,303	$617,054	0.3%	TRIM −9%
70	ILDRFIRST TR EXCHNG TRADED FD VI	20,038	$596,731	0.3%	TRIM −12%
71	FSEPFT Vest U.S. Equity Buffer ETF September	11,585	$583,073	0.3%	HOLD
72	AMZNAMAZON COM INC	2,734	$569,380	0.2%	TRIM −5%
73	ZOCTINNOVATOR ETFS TRUST	20,578	$550,421	0.2%	HOLD
74	IVVISHARES TR	807	$527,140	0.2%	ADD 9%
75	BAUGINNOVATOR ETFS TRUST	10,769	$526,042	0.2%	TRIM −39%
76	VGSHVANGUARD SHORT-TERM TREASURY ETF	8,473	$496,009	0.2%	HOLD
77	KEYSKEYSIGHT TECHNOLOGIES INC	1,690	$477,256	0.2%	HOLD
78	BUFYFIRST TR EXCHNG TRADED FD VI	21,185	$474,120	0.2%	ADD 2%
79	FFEBFIRST TR EXCHNG TRADED FD VI	8,463	$472,660	0.2%	ADD 39%
80	FTRIFIRST TR EXCHANGE TRADED FD	26,057	$465,121	0.2%	HOLD
81	BOCTINNOVATOR ETFS TRUST	9,395	$450,837	0.2%	TRIM −31%
82	VEAVANGUARD TAX-MANAGED FDS	6,935	$444,383	0.2%	ADD 4%
83	XOMEXXON MOBIL CORP	2,592	$439,909	0.2%	TRIM −10%
84	ABBVABBVIE INC	1,983	$431,362	0.2%	ADD 6%
85	JEPIJPMorgan Equity Premium Income ETF	7,590	$430,185	0.2%	ADD 34%
86	BUFDFIRST TR EXCHNG TRADED FD VI	14,985	$419,580	0.2%	TRIM −5%
87	ZSEPINNOVATOR ETFS TRUST	14,457	$386,320	0.2%	HOLD
88	ZNOVINNOVATOR ETFS TRUST	14,248	$378,285	0.2%	HOLD
89	FDECFIRST TR EXCHNG TRADED FD VI	7,509	$373,347	0.2%	TRIM −6%
90	UJANINNOVATOR ETFS TRUST	8,614	$366,181	0.2%	NEW
91	GLDSPDR GOLD TR	791	$340,359	0.1%	NEW
92	PLTRPALANTIR TECHNOLOGIES INC	2,271	$332,201	0.1%	TRIM −21%
93	UOCTINNOVATOR ETFS TRUST	8,559	$327,297	0.1%	TRIM −5%
94	MDYSPDR S&P MIDCAP 400 ETF TR	524	$323,182	0.1%	NEW
95	CATCATERPILLAR INC	454	$322,053	0.1%	TRIM −13%
96	UFEBINNOVATOR ETFS TRUST	8,847	$321,146	0.1%	NEW
97	AVGOBROADCOM INC	1,035	$320,367	0.1%	ADD 8%
98	AMATAPPLIED MATLS INC	935	$319,547	0.1%	TRIM −13%
99	MARMFIRST TR EXCHNG TRADED FD VI	9,530	$319,064	0.1%	TRIM −5%
100	BAPRINNOVATOR ETFS TRUST	6,505	$318,615	0.1%	TRIM −5%
101	GNOVFIRST TR EXCHNG TRADED FD VI	7,774	$302,704	0.1%	NEW
102	JNJJOHNSON & JOHNSON	1,238	$302,642	0.1%	TRIM −7%
103	HONHONEYWELL INTL INC	1,327	$299,942	0.1%	TRIM −24%
104	IJRISHARES TR	2,327	$289,269	0.1%	ADD 5%
105	IJHISHARES TR	4,238	$286,192	0.1%	HOLD
106	GJUNFIRST TR EXCHNG TRADED FD VI	7,256	$286,031	0.1%	HOLD
107	XSEPFIRST TR EXCHNG TRADED FD VI	6,698	$280,540	0.1%	HOLD
108	XLISELECT SECTOR SPDR TR	1,721	$278,337	0.1%	HOLD
109	VFHVANGUARD WORLD FD	2,296	$277,380	0.1%	HOLD
110	GDECFIRST TR EXCHNG TRADED FD VI	7,432	$275,133	0.1%	HOLD
111	WFCWELLS FARGO CO NEW	3,450	$274,674	0.1%	NEW
112	LOWLOWES COS INC	1,156	$273,187	0.1%	TRIM −2%
113	QMARFIRST TR EXCHNG TRADED FD VI	7,811	$262,606	0.1%	HOLD
114	RTXRTX CORPORATION	1,361	$262,527	0.1%	TRIM −14%
115	SPYVSPDR SERIES TRUST	4,620	$261,379	0.1%	TRIM −10%
116	METAMETA PLATFORMS INC	453	$259,235	0.1%	HOLD
117	RDVIFT Vest. Ris. Div. Ach. Trg. Inc. ETF	10,130	$258,824	0.1%	ADD 6%
118	BAMABROOKSTONE ACTIVE ETF	7,630	$252,153	0.1%	TRIM −3%
119	USMVISHARES TR	2,716	$251,882	0.1%	TRIM −26%
120	ZJULINNOVATOR ETFS TRUST	8,644	$251,279	0.1%	HOLD
121	UNOVINNOVATOR ETFS TRUST	6,597	$245,868	0.1%	TRIM −6%
122	UDECINNOVATOR ETFS TRUST	6,330	$245,858	0.1%	TRIM −6%
123	FJUNFIRST TR EXCHNG TRADED FD VI	4,351	$245,845	0.1%	HOLD
124	KNGFIRST TR EXCHANGE-TRADED FD	5,008	$243,939	0.1%	ADD 6%
125	BAMOBROOKSTONE OPPORTUNITIES ETF	7,655	$243,304	0.1%	TRIM −3%
126	AXPAMERICAN EXPRESS CO	802	$242,780	0.1%	TRIM −9%
127	BAMYBROOKSTONE YIELD ETF	8,813	$240,917	0.1%	TRIM −2%
128	BINCBLACKROCK ETF TRUST II	4,588	$238,255	0.1%	HOLD
129	FAIFIRST TR EXCHANGE-TRADED FD	6,355	$236,372	0.1%	TRIM −12%
130	BJULINNOVATOR ETFS TRUST	4,687	$232,877	0.1%	HOLD
131	QCJLFIRST TR EXCHNG TRADED FD VI	9,723	$227,519	0.1%	ADD 3%
132	JJACOBS SOLUTIONS INC	1,769	$225,158	0.1%	HOLD
133	UNPUNION PAC CORP	917	$222,560	0.1%	TRIM −3%
134	TOTLSSGA ACTIVE ETF TR	5,553	$220,621	0.1%	HOLD
135	DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE	4,642	$218,354	0.1%	HOLD
136	XLVSELECT SECTOR SPDR TR	1,488	$218,156	0.1%	HOLD
137	GILDGILEAD SCIENCES INC	1,563	$217,745	0.1%	TRIM −7%
138	EIXEDISON INTL	2,974	$217,631	0.1%	NEW
139	KMIKINDER MORGAN INC DEL	6,376	$213,795	0.1%	NEW
140	USBUS BANCORP	4,101	$213,274	0.1%	HOLD
141	ZDEKINNOVATOR ETFS TRUST	8,284	$212,278	0.1%	HOLD
142	MCDMCDONALDS CORP	681	$211,614	0.1%	TRIM −13%
143	AMGNAMGEN INC	597	$210,122	0.1%	TRIM −12%
144	CMICUMMINS INC	380	$204,399	0.1%	TRIM −27%
145	PORPORTLAND GEN ELEC CO	3,861	$203,761	0.1%	TRIM −8%
146	BJUNINNOVATOR ETFS TRUST	4,347	$201,062	0.1%	HOLD
147	TAT&T INC	6,905	$200,190	0.1%	TRIM −15%
148	KEYKEYCORP	9,858	$197,650	0.1%	TRIM −2%
149	HBANHUNTINGTON BANCSHARES INC	11,154	$174,559	0.1%	TRIM −3%
150	FFORD MTR CO	11,368	$131,187	0.1%	TRIM −19%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

17K

22K

29K

$17M

RDVYFIRST TR EXCHANGE TRADED FD

25K

41K

85K

141K

189K

215K

$15M

QQQINVESCO QQQ TR

12K

15K

22K

24K

27K

23K

$13M

AAPLAPPLE INC

47K

48K

47K

45K

$11M

BUFRFIRST TR EXCHNG TRADED FD VI

289K

285K

214K

217K

225K

229K

$8M

PJUNINNOVATOR ETFS TRUST

300K

287K

155K

156K

157K

160K

$7M

AVEMAMERICAN CENTY ETF TR

11K

19K

54K

64K

73K

79K

$6M

VIGVANGUARD SPECIALIZED FUNDS

32K

30K

29K

26K

28K

27K

$6M

SDVYFIRST TR EXCHANGE TRADED FD

33K

55K

60K

92K

112K

139K

$5M

SCHDSCHWAB STRATEGIC TR

72K

120K

169K

219K

160K

178K

$5M

VTVVANGUARD INDEX FDS

35K

33K

28K

29K

27K

$5M

WCMIFIRST TR EXCHANGE-TRADED FD

—

288K

$5M

VBVANGUARD INDEX FDS

17K

19K

18K

19K

18K

$5M

VUGVANGUARD INDEX FDS

15K

14K

11K

$5M

FICSFIRST TR EXCHANGE TRADED FD

41K

35K

145K

162K

182K

108K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Chris Bulman Inc