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CIK: 0002032404
Total reported value
$273.8M
$273.8M
393 檔
15.8%
According to the latest 13F quarterly dataset, Chris Bulman Inc managed an equity portfolio of $273.8M at the end of Q2 2024, spanning 393 distinct U.S. exchange-listed positions.
During Q2 2024, Chris Bulman Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 393 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PJUN | Innovator U.s. Equity Power | ETF-Other | 8.14% | -0.10% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.75% | +0.21% | — | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.46% | -0.36% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.82% | -0.48% | — | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.47% | -0.21% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.28% | -0.11% | — | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.23% | -0.24% | — | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.13% | -0.24% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.10% | +1.08% | — | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.16% | — | — | |
| 11 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 2.09% | -0.02% | — | |
| 12 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 1.96% | — | — | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.61% | — | — | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.51% | +0.06% | — | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.47% | -0.06% | — | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.42% | — | — | |
| 17 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.35% | — | — | |
| 18 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.30% | -0.21% | — | |
| 19 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.27% | -0.31% | — | |
| 20 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.25% | -0.15% | — | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.02% | — | |
| 22 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.19% | -0.14% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.20% | — | |
| 24 | IAPR | Innovator International Deve | ETF-Other | 0.85% | -0.11% | — | |
| 25 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.85% | — | — | |
| 26 | IJAN | Innovator International Deve | ETF-Other | 0.84% | — | — | |
| 27 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.83% | -0.19% | — | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.01% | — | |
| 29 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.81% | -0.08% | — | |
| 30 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.79% | -0.22% | — | |
| 31 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.78% | -0.12% | — | |
| 32 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.76% | +0.02% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.06% | — | |
| 34 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.75% | -0.12% | — | |
| 35 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.70% | — | — | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.68% | -0.09% | — | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.68% | — | — | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.63% | -0.02% | — | |
| 39 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.06% | — | |
| 40 | BAMG | Brookstone Growth Stock ETF | ETF-Other | 0.52% | +0.01% | — | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | — | |
| 42 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.15% | — | |
| 43 | BAMD | Brookstone Div Stock ETF | ETF-Other | 0.49% | -0.04% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | -0.05% | — | |
| 45 | BAMV | Brookstone Value Stock ETF | ETF-Other | 0.49% | -0.03% | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.20% | — | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.45% | -0.02% | — | |
| 48 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.44% | -0.08% | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +1.22% | — | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.43% | -0.13% | EXIT |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $273.8M across 393 disclosed positions in Q2 2024.
During Q2 2024, Chris Bulman Inc's top holdings by market value included PJUN (8.1%)、AAPL (6.8%)、BUFR (6.5%). The largest single position, PJUN, represented 8.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PJUN, AAPL, BUFR) accounted for 15.8% of total reported equity market value during Q2 2024.
In Q2 2024, Chris Bulman Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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