13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002032404
Total reported value
$273.8M
$273.8M
113 檔
16.2%
In Q3 2024, Chris Bulman Inc's U.S. equity holdings reached a combined market value of $273.8M, distributed across 113 disclosed stock positions.
In Q3 2024, Chris Bulman Inc displayed an active expansion posture, initiating 13 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including PJUN, AAPL, BUFR) accounted for 16.2% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PJUN | Innovator U.s. Equity Power | ETF-Other | 8.00% | -0.10% | -4.72% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.40% | +0.21% | -0.53% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.86% | -0.36% | -11.81% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.92% | -0.48% | -5.40% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.93% | +1.08% | +25.17% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.88% | -0.21% | +9.45% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 3.86% | -0.24% | +10.31% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.54% | -0.24% | +8.91% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.02% | -0.11% | -14.99% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.58% | — | +7.41% | |
| 11 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 2.08% | -0.02% | -1.55% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.01% | — | +13.32% | |
| 13 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 1.73% | — | -16.37% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | +0.06% | +6.29% | |
| 15 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.52% | -0.19% | +78.10% | |
| 16 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.48% | — | +7.13% | |
| 17 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.44% | -0.12% | +78.09% | |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.36% | — | -4.12% | |
| 19 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.34% | -0.14% | +13.41% | |
| 20 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.28% | -0.21% | -3.51% | |
| 21 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.28% | -0.06% | -15.50% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +1.22% | +162.95% | |
| 23 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.11% | -0.31% | -13.11% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.10% | -0.20% | +0.77% | |
| 25 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.06% | -0.15% | -16.54% | |
| 26 | PJUL | Innovator U.s. Equity Power | ETF-Other | 1.04% | -0.12% | +34.03% | |
| 27 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.86% | — | -3.06% | |
| 28 | IAPR | Innovator International Deve | ETF-Other | 0.86% | -0.11% | -3.49% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.01% | +6.04% | |
| 30 | IJAN | Innovator International Deve | ETF-Other | 0.85% | — | -3.63% | |
| 31 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.84% | -0.22% | +4.86% | |
| 32 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.80% | -0.08% | -3.88% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.80% | -0.09% | +13.11% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.06% | +5.55% | |
| 35 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.68% | — | -5.50% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.05% | +3.03% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.02% | -49.78% | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.64% | — | +1.13% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.64% | -0.02% | -6.81% | |
| 40 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.58% | +0.02% | -25.51% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | +0.48% | — | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.54% | -0.02% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | +0.08% | — | |
| 44 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.06% | -10.27% | |
| 45 | BAMD | Brookstone Div Stock ETF | ETF-Other | 0.52% | -0.04% | -6.73% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.20% | +4.12% | |
| 47 | BAMG | Brookstone Growth Stock ETF | ETF-Other | 0.52% | +0.01% | -6.39% | |
| 48 | BAMV | Brookstone Value Stock ETF | ETF-Other | 0.49% | -0.03% | -6.33% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.49% | -0.12% | — | |
| 50 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.48% | -0.15% | -4.89% |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $273.8M across 113 disclosed positions in Q3 2024.
During Q3 2024, Chris Bulman Inc's top holdings by market value included PJUN (8.0%)、AAPL (7.4%)、BUFR (5.9%). The largest single position, PJUN, represented 8.0% 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.
Top New Position Initiated
RDVY
市值: $798.0K
Top Position Liquidated / Trimmed
SPEM
前期市值: $290.2K
In Q3 2024, Chris Bulman Inc made 50 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.