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CIK: 0002032404
Total reported value
$285.3M
$285.3M
120 檔
15.7%
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 $285.3M across 120 reported positions.
Chris Bulman Inc executed strategic sector rebalancing during Q2 2025, establishing 20 new positions while fully exiting 21 holdings and trimming 48 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.87% | +0.14% | +47.23% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.65% | +0.50% | +89.96% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.61% | +0.52% | +1.29% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.88% | -0.05% | -25.08% | |
| 5 | PJUN | Innovator U.s. Equity Power | ETF-Other | 3.52% | -0.14% | -45.96% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.41% | -0.16% | -3.12% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.41% | +0.11% | -6.04% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 3.32% | -0.01% | -1.02% | |
| 9 | FICS | Ft International Dev Cap Str | ETF-Other | 3.25% | -0.17% | +311.60% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 3.05% | +0.04% | +106.97% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.56% | +0.20% | +41.00% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.50% | -0.24% | +9.88% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.19% | -0.24% | — | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.09% | -0.03% | +187.14% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.68% | -0.34% | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.60% | -0.20% | -45.49% | |
| 17 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.59% | -0.11% | +0.89% | |
| 18 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.48% | -0.05% | +33.51% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.47% | -0.06% | -3.65% | |
| 20 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.30% | -0.05% | +10.05% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.21% | +0.03% | +7.97% | |
| 22 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.16% | +0.23% | -0.45% | |
| 23 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.14% | -0.02% | -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% | -0.01% | -13.33% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.07% | -1.66% | |
| 27 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.03% | -0.02% | -14.09% | |
| 28 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.03% | +0.10% | -8.71% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.09% | +8.28% | |
| 30 | IAPR | Innovator International Deve | ETF-Other | 0.99% | -0.05% | +39.11% | |
| 31 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.95% | -0.02% | +242.09% | |
| 32 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.94% | -0.42% | EXIT | |
| 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% | +0.14% | +31.98% | |
| 35 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.83% | -0.10% | +15.09% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | +0.14% | +8.65% | |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.80% | +0.11% | +18.92% | |
| 38 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.79% | -0.03% | — | |
| 39 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.75% | -0.14% | +26.64% | |
| 40 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.71% | -0.13% | -0.17% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.20% | +4.83% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.69% | — | +0.39% | |
| 43 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.67% | +0.07% | -8.47% | |
| 44 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.65% | -0.03% | — | |
| 45 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.13% | -1.33% | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.61% | -0.02% | -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% | -0.05% | +4.77% | |
| 49 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.49% | -0.01% | +53.88% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.48% | -0.04% | — |
| # | 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 | GILD | Gilead Sciences Inc | +0.1% | NEW | New buy |
| 29 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 30 | QCJL | Ft Nsdq 100 Cn Buff Etf-jul | +0.1% | NEW | New buy |
| 31 | DJUN | Ft Vest US Equity Deep Buffe | +0.1% | NEW | New buy |
| 32 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 33 | ZDEK | Inno Equ Def Pro ETF - 1 De | +0.1% | NEW | New buy |
| 34 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 35 | FDEC | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 36 | TSLA | Tesla Inc | +0.1% | +4.83% | Add |
| 37 | INTU | Intuit Inc | +0.1% | +0.39% | Add |
| 38 | HBAN | Huntington Bancshares Inc | +0.1% | NEW | New buy |
| 39 | BDEC | Innovator U.s. Equity Buffer | +0.1% | +10.05% | Add |
| 40 | META | Meta Platforms Inc-class A | +0.1% | +19.28% | Add |
| 41 | PMAR | Innovator U.s. Equity Power | +0.1% | +15.09% | Add |
| 42 | ICLO | Invesco Aaa Clo F/r Note ETF | +0.1% | +47.14% | Add |
| 43 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +18.92% | Add |
| 44 | AMZN | Amazon.com Inc | +0.1% | +22.08% | Add |
| 45 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 46 | SDVY | First Trust Smid Cap Rising | 0% | +7.97% | Add |
| 47 | F | Ford Motor Co | 0% | +49.66% | Add |
| 48 | AXP | American Express Co | 0% | +9.60% | Add |
| 49 | VUG | Vanguard Growth ETF | 0% | -6.04% | Trim |
| 50 | T | At&t Inc | 0% | +17.90% | Add |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $285.3M 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 15.7% 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 129 total portfolio adjustments, initiating 20 new buys, adding to 40 positions, trimming 48 holdings, and fully liquidating 21 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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