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CIK: 0002032404
Total reported value
$273.8M
$273.8M
120 檔
16.4%
During the Q2 2025 filing period, Chris Bulman Inc (CIK: 0002032404) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $273.8M across 120 reported positions.
In Q2 2025, Chris Bulman Inc displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.87% | +1.08% | +47.23% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.65% | +1.22% | +89.96% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.61% | +0.21% | +1.29% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.88% | -0.36% | -25.08% | |
| 5 | PJUN | Innovator U.s. Equity Power | ETF-Other | 3.52% | -0.10% | -45.96% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.41% | -0.48% | -3.12% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.41% | -0.21% | -6.04% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.32% | -0.24% | -1.02% | |
| 9 | FICS | Ft International Dev Cap Str | ETF-Other | 3.25% | -0.22% | +311.60% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 3.05% | +0.48% | +106.97% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.56% | +0.08% | +41.00% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.50% | -0.11% | +9.88% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.19% | -0.26% | — | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.09% | +0.47% | +187.14% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.68% | -0.12% | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.60% | -0.10% | -45.49% | |
| 17 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.59% | -0.15% | +0.89% | |
| 18 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.48% | -0.06% | +33.51% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.47% | -0.24% | -3.65% | |
| 20 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.30% | -0.21% | +10.05% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.21% | +0.28% | +7.97% | |
| 22 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.16% | -0.19% | -0.45% | |
| 23 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.14% | -0.22% | -2.96% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.13% | — | -5.85% | |
| 25 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.05% | -0.31% | -13.33% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.20% | -1.66% | |
| 27 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.03% | — | -14.09% | |
| 28 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.03% | -0.12% | -8.71% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.01% | +8.28% | |
| 30 | IAPR | Innovator International Deve | ETF-Other | 0.99% | -0.11% | +39.11% | |
| 31 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.95% | -0.06% | +242.09% | |
| 32 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.94% | -0.14% | -2.42% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.91% | -0.12% | +5.76% | |
| 34 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.89% | -0.08% | +31.98% | |
| 35 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.83% | +0.02% | +15.09% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.06% | +8.65% | |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.80% | +0.19% | +18.92% | |
| 38 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.79% | -0.09% | — | |
| 39 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.75% | +0.10% | +26.64% | |
| 40 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.71% | -0.08% | -0.17% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.05% | +4.83% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.69% | — | +0.39% | |
| 43 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.12% | -8.47% | |
| 44 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.65% | -0.07% | — | |
| 45 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.10% | -1.33% | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.61% | -0.09% | -3.49% | |
| 47 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.60% | -0.08% | +6.23% | |
| 48 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.52% | -0.08% | +4.77% | |
| 49 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.49% | -0.05% | +53.88% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.48% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.7% | +89.96% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +2.5% | +47.23% | Add |
| 3 | FICS | Ft International Dev Cap Str | +2.4% | +311.60% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +2.2% | NEW | New buy |
| 5 | IEMG | Ishares Core Msci Emerging | +1.7% | NEW | New buy |
| 6 | RDVY | First Trust Rising Dividend | +1.5% | +106.97% | Add |
| 7 | AVEM | Avantis Emerging Markets Eq | +1.4% | +187.14% | Add |
| 8 | GFEB | Ft Vest US Equity Moderate B | +0.8% | NEW | New buy |
| 9 | PAPR | Innovator U.s. Equity Power | +0.7% | +242.09% | Add |
| 10 | GMAY | Ft Vest U.s. Equity Moderate | +0.7% | NEW | New buy |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +41.00% | Add |
| 12 | PMAY | Innovator U.s. Equity Power | +0.3% | +33.51% | Add |
| 13 | NVDA | Nvidia CORP | +0.3% | +8.28% | Add |
| 14 | VGSH | Vanguard Short-term Treasury | +0.3% | NEW | New buy |
| 15 | IAPR | Innovator International Deve | +0.3% | +39.11% | Add |
| 16 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | +0.3% | NEW | New buy |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 18 | GAUG | Ft Vest US Equity Moderate B | +0.2% | +31.98% | Add |
| 19 | MSFT | Microsoft CORP | +0.2% | +8.65% | Add |
| 20 | BAPR | Innovator U.s. Equity Buffer | +0.2% | +131.13% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.2% | NEW | New buy |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | New buy |
| 23 | UJAN | Innovator U.s. Equity Ultra | +0.2% | NEW | New buy |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | NEW | New buy |
| 25 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | +0.2% | +53.88% | Add |
| 26 | VB | Vanguard Small-cap ETF | +0.1% | +9.88% | Add |
| 27 | BMAR | Innovator U.s. Equity Buffer | +0.1% | +26.64% | Add |
| 28 | TSLA | Tesla Inc | +0.1% | +4.83% | Add |
| 29 | INTU | Intuit Inc | +0.1% | +0.39% | Add |
| 30 | BDEC | Innovator U.s. Equity Buffer | +0.1% | +10.05% | Add |
| 31 | VUG | Vanguard Growth ETF | 0% | -6.04% | Trim |
| 32 | BOCT | Innovator U.s. Equity Buffer | -0.2% | EXIT | Sold out |
| 33 | CLOZ | Eldridge Bbb-b Clo ETF | -0.2% | EXIT | Sold out |
| 34 | JMBS | Janus Henderson Mortg Backed | -0.2% | EXIT | Sold out |
| 35 | NJAN | Innovator Growth 100 Power B | -0.2% | EXIT | Sold out |
| 36 | BKLN | Invesco Senior Loan ETF | -0.2% | EXIT | Sold out |
| 37 | BNOV | Innovator U.s. Equity Buffer | -0.2% | EXIT | Sold out |
| 38 | UNP | Union Pacific CORP | -0.2% | EXIT | Sold out |
| 39 | JNJ | Johnson & Johnson | -0.3% | EXIT | Sold out |
| 40 | NJUL | Innovator Growth 100 Power B | -0.6% | EXIT | Sold out |
| 41 | IJAN | Innovator International Deve | -0.7% | EXIT | Sold out |
| 42 | KJUL | Innovator U.s. Small Cap Pow | -0.7% | EXIT | Sold out |
| 43 | AAPL | Apple Inc | -1% | +1.29% | Add |
| 44 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | -1.4% | EXIT | Sold out |
| 45 | IWM | Ishares Russell 2000 ETF | -1.4% | -45.49% | Trim |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | -1.5% | -25.08% | Trim |
| 47 | XSEP | Ft Vest U.s. Equity Enhance | -1.7% | -90.54% | Trim |
| 48 | MOAT | Vaneck Morningstar Wide Moat | -1.7% | EXIT | Sold out |
| 49 | NOBL | Proshares S&p 500 Dividend A | -1.8% | EXIT | Sold out |
| 50 | PJUN | Innovator U.s. Equity Power | -3.2% | -45.96% | Trim |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $273.8M across 120 disclosed positions in Q2 2025.
During Q2 2025, Chris Bulman Inc's top holdings by market value included QQQ (6.9%)、VOO (5.7%)、AAPL (5.6%). The largest single position, QQQ, represented 6.9% 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 QQQ, VOO, AAPL) accounted for 16.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
IEFA
市值: $3.8M
Top Position Liquidated / Trimmed
NOBL
前期市值: $2.8M
In Q2 2025, Chris Bulman Inc made 50 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 5 holdings, and fully liquidating 14 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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