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
142 檔
20.8%
According to the latest 13F quarterly dataset, Chris Bulman Inc managed an equity portfolio of $273.8M at the end of Q3 2025, spanning 142 distinct U.S. exchange-listed positions.
In Q3 2025, Chris Bulman Inc displayed an active expansion posture, initiating 14 new positions and adding to 19 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 | 7.28% | +1.08% | +10.93% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.88% | +1.22% | +28.55% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.94% | +0.21% | -2.86% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 4.75% | +0.48% | +65.21% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.63% | -0.36% | +1.47% | |
| 6 | PJUN | Innovator U.s. Equity Power | ETF-Other | 3.22% | -0.10% | +0.84% | |
| 7 | FICS | Ft International Dev Cap Str | ETF-Other | 3.10% | -0.22% | +12.00% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.99% | +0.08% | +29.00% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.79% | -0.48% | -11.61% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.73% | -0.21% | -16.79% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.59% | -0.24% | -15.73% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.42% | +0.47% | +20.43% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.25% | -0.11% | -4.71% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.75% | +0.28% | +53.68% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.26% | -21.27% | |
| 16 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.49% | -0.19% | +38.45% | |
| 17 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.40% | -0.15% | -4.10% | |
| 18 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.33% | -0.06% | -0.41% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.31% | -0.12% | +63.33% | |
| 20 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.31% | -0.12% | +38.24% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.30% | -0.12% | -19.49% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.30% | -0.10% | -17.61% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | -0.05% | +38.77% | |
| 24 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.20% | +0.19% | +60.13% | |
| 25 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.09% | -0.31% | +12.94% | |
| 26 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.04% | -0.21% | -14.53% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.99% | -0.24% | -23.96% | |
| 28 | IAPR | Innovator International Deve | ETF-Other | 0.87% | -0.11% | -2.08% | |
| 29 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.87% | -0.08% | +62.36% | |
| 30 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.87% | -0.22% | -17.54% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.20% | +0.49% | |
| 32 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.83% | — | -9.84% | |
| 33 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.79% | -0.08% | -2.57% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.78% | — | -21.26% | |
| 35 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.73% | -0.08% | +59.74% | |
| 36 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.72% | -0.12% | +18.26% | |
| 37 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.70% | -0.09% | -2.71% | |
| 38 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.65% | -0.08% | -1.82% | |
| 39 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.65% | -0.14% | -21.67% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.06% | -16.19% | |
| 41 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.63% | -0.06% | -26.76% | |
| 42 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.62% | +0.02% | -18.68% | |
| 43 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.57% | -0.07% | -2.87% | |
| 44 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.55% | +0.10% | -21.57% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.52% | — | +0.39% | |
| 46 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.46% | -0.03% | — | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.45% | -0.02% | — | |
| 48 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.15% | -0.04% | |
| 49 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.42% | -0.09% | -22.36% | |
| 50 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.42% | -0.10% | -25.66% |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $273.8M across 142 disclosed positions in Q3 2025.
During Q3 2025, Chris Bulman Inc's top holdings by market value included QQQ (7.3%)、VOO (6.9%)、AAPL (5.9%). The largest single position, QQQ, represented 7.3% 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 20.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
IEFA
市值: $3.2M
Top Position Liquidated / Trimmed
NOBL
前期市值: $2.8M
In Q3 2025, Chris Bulman Inc made 50 total portfolio adjustments, initiating 14 new buys, adding to 19 positions, trimming 8 holdings, and fully liquidating 9 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.