Institutional Manager · CIK 0002032404

Chris Bulman Inc

ROSEVILLE, CA · File #028-24265

Latest AUM

$226.1M

Positions

149

Top-10 Concentration

53.0%

Filings

Portfolio Value Over Time

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD INDEX FDS	922908363	+6,241	+$3.9M	+$330,255
ADD	FIRST TR EXCHANGE TRADED FD	33738R506	+47,781	+$3.3M	+$311,358
ADD	INVESCO QQQ TR	IVZ	+2,873	+$1.8M	+$337,661
REDUCE	SCHWAB STRATEGIC TR	808524797	-58,979	-$1.6M	+$28,402
EXITED	JANUS DETROIT STR TR	47103U845	-30,825	-$1.6M	$0
NEW	ISHARES TR	46436E841	+42,363	+$951,902	$0
NEW	ISHARES TR	46436E825	+43,267	+$949,499	$0
ADD	INNOVATOR ETFS TRUST	INHD	+21,294	+$889,664	+$14,957
NEW	INNOVATOR ETFS TRUST	INHD	+18,682	+$830,668	$0
ADD	INNOVATOR ETFS TRUST	INHD	+18,407	+$808,436	+$41,342

Sector Allocation

Materials

20.6%$46.5M

Technology

7.7%$17.4M

Financials

7.6%$17.2M

Consumer Discretionary

1.6%$3.6M

Healthcare

0.6%$1.4M

Industrials

0.6%$1.3M

Energy

0.1%$347,832

Communication Services

0.1%$302,377

Filing History

Jan 14, 202613F HOLDINGS REPORTQ/E Dec 2025149 pos · $226.1M
Oct 20, 202513F HOLDINGS REPORTQ/E Sep 2025142 pos · $199.7M
Jul 14, 202513F HOLDINGS REPORTQ/E Jun 2025120 pos · $175.4M
Apr 15, 202513F HOLDINGS REPORTQ/E Mar 2025121 pos · $158.4M
Feb 10, 202513F HOLDINGS REPORTQ/E Dec 2024123 pos · $156.7M
Oct 22, 202413F HOLDINGS REPORTQ/E Sep 2024113 pos · $146.9M
Aug 6, 202413F HOLDINGS REPORTQ/E Jun 2024393 pos · $146.2M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD INDEX FDS	922908363	28,690	$18.0M	9.59%
2	INVESCO QQQ TR	IVZ	27,093	$16.6M	8.87%
3	FIRST TR EXCHANGE TRADED FD	33738R506	188,670	$13.1M	6.99%
4	APPLE INC	AAPL	47,062	$12.8M	6.82%
5	FIRST TR EXCHNG TRADED FD VI	33740F755	225,480	$7.7M	4.12%
6	FIRST TR EXCHANGE TRADED FD	33738R662	182,135	$7.3M	3.89%
7	INNOVATOR ETFS TRUST	INHD	156,559	$6.6M	3.49%
8	VANGUARD SPECIALIZED FUNDS	921908844	27,858	$6.1M	3.26%
9	AMERICAN CENTY ETF TR	025072604	72,598	$5.6M	2.98%
10	VANGUARD INDEX FDS	922908736	11,408	$5.6M	2.97%
11	VANGUARD INDEX FDS	922908744	29,077	$5.6M	2.96%
12	VANGUARD INDEX FDS	922908751	18,671	$4.8M	2.57%
13	SCHWAB STRATEGIC TR	808524797	159,619	$4.4M	2.33%
14	FIRST TR EXCHANGE-TRADED FD	33741X102	111,670	$4.3M	2.28%
15	ISHARES TR	46432F842	38,085	$3.4M	1.82%
16	INNOVATOR ETFS TRUST	INHD	74,577	$3.3M	1.74%
17	VANGUARD BD INDEX FDS	921937819	41,014	$3.2M	1.70%
18	DBX ETF TR	233051200	63,003	$3.0M	1.62%
19	INNOVATOR ETFS TRUST	INHD	68,823	$3.0M	1.61%
20	INNOVATOR ETFS TRUST	INHD	64,609	$2.8M	1.49%