Chris Bulman Inc

Portfolio Overview

Chris Bulman Inc disclosed 150 positions worth $228.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $IVZ and a full exit from $INTU. The portfolio is most concentrated in Other (86.3% of disclosed assets). All figures are sourced directly from Chris Bulman Inc’s Form 13F-HR filing with the SEC under CIK 2032404.

• VANGUARD INDEX FDS

  —

  Quality

  $17.4M29,182 sh

• FIRST TR EXCHANGE TRADED FD

  —

  Quality

  $14.7M215,268 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $13.2M22,824 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $11.5M45,117 sh

• FIRST TR EXCHNG TRADED FD VI

  —

  Quality

  $7.7M229,098 sh

• INNOVATOR ETFS TRUST

  —

  Quality

  $6.7M160,310 sh

• AMERICAN CENTY ETF TR

  —

  Quality

  $6.3M78,557 sh

• VANGUARD SPECIALIZED FUNDS

  —

  Quality

  $5.7M26,513 sh

• FIRST TR EXCHANGE TRADED FD

  —

  Quality

  $5.5M138,692 sh

• SCHWAB STRATEGIC TR

  —

  Quality

  $5.5M178,248 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS	—	$17.4M	29,182
FIRST TR EXCHANGE TRADED FD	—	$14.7M	215,268
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$13.2M	22,824
Apple Inc.$AAPL	76.1	$11.5M	45,117
FIRST TR EXCHNG TRADED FD VI	—	$7.7M	229,098
INNOVATOR ETFS TRUST	—	$6.7M	160,310
AMERICAN CENTY ETF TR	—	$6.3M	78,557
VANGUARD SPECIALIZED FUNDS	—	$5.7M	26,513
FIRST TR EXCHANGE TRADED FD	—	$5.5M	138,692
SCHWAB STRATEGIC TR	—	$5.5M	178,248

Showing top 10 of 150 holdings.

Full Holdings — Chris Bulman Inc (Q1 2026)

All 150 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS	$17.4M	7.6%	+2%	—
2	—	FIRST TR EXCHANGE TRADED FD	$14.7M	6.4%	+14%	—
3	$QQQ	INVESCO QQQ TRUST, SERIES 1	$13.2M	5.8%	-16%	—
4	$AAPL	Apple Inc.	$11.5M	5.0%	-4%	76.1
5	—	FIRST TR EXCHNG TRADED FD VI	$7.7M	3.4%	+2%	—
6	—	INNOVATOR ETFS TRUST	$6.7M	2.9%	+2%	—
7	—	AMERICAN CENTY ETF TR	$6.3M	2.8%	+8%	—
8	—	VANGUARD SPECIALIZED FUNDS	$5.7M	2.5%	-5%	—
9	—	FIRST TR EXCHANGE TRADED FD	$5.5M	2.4%	+24%	—
10	—	SCHWAB STRATEGIC TR	$5.5M	2.4%	+12%	—
11	—	VANGUARD INDEX FDS	$5.3M	2.3%	-7%	—
12	—	FIRST TR EXCHANGE-TRADED FD	$4.8M	2.1%	+6015%	—
13	—	VANGUARD INDEX FDS	$4.8M	2.1%	-2%	—
14	—	VANGUARD INDEX FDS	$4.7M	2.1%	-6%	—
15	—	FIRST TR EXCHANGE TRADED FD	$4.2M	1.8%	-41%	—
16	$IVZ	Invesco Ltd.	$3.6M	1.6%	NEW	—
17	—	DBX ETF TR	$3.6M	1.6%	+16%	—
18	—	VANGUARD BD INDEX FDS	$3.4M	1.5%	+6%	—
19	—	ISHARES TR	$3.2M	1.4%	-7%	—
20	—	INNOVATOR ETFS TRUST	$2.9M	1.3%	-1%	—
21	—	INNOVATOR ETFS TRUST	$2.9M	1.3%	-9%	—
22	—	INNOVATOR ETFS TRUST	$2.9M	1.3%	+11%	—
23	—	INNOVATOR ETFS TRUST	$2.8M	1.2%	+1%	—
24	—	ISHARES INC	$2.7M	1.2%	-7%	—
25	—	ISHARES TR	$2.5M	1.1%	-8%	—
26	—	INNOVATOR ETFS TRUST	$2.5M	1.1%	+2%	—
27	—	INNOVATOR ETFS TRUST	$2.5M	1.1%	-11%	—
28	—	INNOVATOR ETFS TRUST	$2.4M	1.1%	-1%	—
29	$TSLA	Tesla, Inc.	$2.4M	1.0%	+17%	50.1
30	—	VICTORY PORTFOLIOS II	$2.2M	1.0%	+6%	—
31	—	ISHARES TR	$2.2M	0.9%	-15%	—
32	—	INNOVATOR ETFS TRUST	$1.9M	0.8%	+3%	—
33	—	FIRST TR EXCHANGE-TRADED FD	$1.9M	0.8%	+7%	—
34	—	INNOVATOR ETFS TRUST	$1.7M	0.7%	-2%	—
35	—	FIRST TR EXCHNG TRADED FD VI	$1.7M	0.7%	+3%	—
36	—	INNOVATOR ETFS TRUST	$1.7M	0.7%	-3%	—
37	—	INNOVATOR ETFS TRUST	$1.6M	0.7%	+61%	—
38	—	FIRST TR EXCHNG TRADED FD VI	$1.6M	0.7%	+10%	—
39	$COST	COSTCO WHOLESALE CORP /NEW	$1.4M	0.6%	-20%	67
40	—	INNOVATOR ETFS TRUST	$1.4M	0.6%	+10%	—
41	—	INNOVATOR ETFS TRUST	$1.3M	0.6%	+0%	—
42	—	ISHARES TR	$1.3M	0.6%	-8%	—
43	—	INNOVATOR ETFS TRUST	$1.3M	0.6%	+18%	—
44	—	FIRST TR EXCHNG TRADED FD VI	$1.2M	0.5%	+5%	—
45	—	INNOVATOR ETFS TRUST	$1.2M	0.5%	+40%	—
46	—	FIRST TR EXCHNG TRADED FD VI	$1.2M	0.5%	+80%	—
47	—	INNOVATOR ETFS TRUST	$1.2M	0.5%	-10%	—
48	—	VANGUARD INDEX FDS	$1.1M	0.5%	+26%	—
49	$NVDA	NVIDIA CORP	$1.1M	0.5%	+27%	90.2
50	$MSFT	MICROSOFT CORP	$947,420	0.4%	-5%	83.7
51	$ALL	ALLSTATE CORP	$863,778	0.4%	+0%	76.6
52	$GOOG	Alphabet Inc.	$857,036	0.4%	+14%	80.2
53	—	ISHARES TR	$853,644	0.4%	-10%	—
54	—	ISHARES TR	$848,121	0.4%	-10%	—
55	—	FIDELITY MERRIMACK STR TR	$832,062	0.4%	-13%	—
56	—	INNOVATOR ETFS TRUST	$805,648	0.3%	+0%	—
57	—	INNOVATOR ETFS TRUST	$772,057	0.3%	+240%	—
58	—	FIRST TR EXCHNG TRADED FD VI	$732,291	0.3%	-2%	—
59	—	VANGUARD WORLD FD	$718,651	0.3%	+3%	—
60	—	NORTHERN LTS FD TR IV	$717,873	0.3%	-2%	—
61	—	FIRST TR EXCHNG TRADED FD VI	$710,529	0.3%	+252%	—
62	—	NORTHERN LTS FD TR IV	$684,103	0.3%	-2%	—
63	—	SPDR SERIES TRUST	$675,967	0.3%	-9%	—
64	—	NORTHERN LTS FD TR IV	$670,121	0.3%	-2%	—
65	—	INNOVATOR ETFS TRUST	$631,096	0.3%	-35%	—
66	—	ISHARES TR	$626,757	0.3%	-13%	—
67	—	FIRST TR EXCHNG TRADED FD VI	$625,128	0.3%	+2%	—
68	$SPY	SPDR S&P 500 ETF TRUST	$621,074	0.3%	-1%	—
69	—	INNOVATOR ETFS TRUST	$617,054	0.3%	-9%	—
70	—	FIRST TR EXCHNG TRADED FD VI	$596,731	0.3%	-12%	—
71	—	FIRST TR EXCHNG TRADED FD VI	$583,073	0.3%	-0%	—
72	$AMZN	AMAZON COM INC	$569,380	0.3%	-5%	74.6
73	—	INNOVATOR ETFS TRUST	$550,421	0.2%	-1%	—
74	—	ISHARES TR	$527,140	0.2%	+9%	—
75	—	INNOVATOR ETFS TRUST	$526,042	0.2%	-39%	—
76	—	VANGUARD SCOTTSDALE FDS	$496,009	0.2%	+0%	—
77	$KEYS	Keysight Technologies, Inc.	$477,256	0.2%	-0%	72.3
78	—	FIRST TR EXCHNG TRADED FD VI	$474,120	0.2%	+2%	—
79	—	FIRST TR EXCHNG TRADED FD VI	$472,660	0.2%	+39%	—
80	—	FIRST TR EXCHANGE-TRADED FD	$465,121	0.2%	+0%	—
81	—	INNOVATOR ETFS TRUST	$450,837	0.2%	-31%	—
82	—	VANGUARD TAX-MANAGED FDS	$444,383	0.2%	+4%	—
83	$XOM	EXXON MOBIL CORP	$439,909	0.2%	-10%	61.8
84	$ABBV	AbbVie Inc.	$431,362	0.2%	+6%	59.3
85	—	J P MORGAN EXCHANGE TRADED F	$430,185	0.2%	+34%	—
86	—	FIRST TR EXCHNG TRADED FD VI	$419,580	0.2%	-5%	—
87	—	INNOVATOR ETFS TRUST	$386,320	0.2%	-0%	—
88	—	INNOVATOR ETFS TRUST	$378,285	0.2%	+0%	—
89	—	FIRST TR EXCHNG TRADED FD VI	$373,347	0.2%	-6%	—
90	$HD	HOME DEPOT, INC.	$366,181	0.2%	+98%	69.2
91	$GLD	SPDR GOLD TRUST	$340,359	0.1%	NEW	—
92	$PLTR	Palantir Technologies Inc.	$332,201	0.1%	-21%	85.8
93	—	INNOVATOR ETFS TRUST	$327,297	0.1%	-5%	—
94	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$323,182	0.1%	NEW	—
95	$CAT	CATERPILLAR INC	$322,053	0.1%	-13%	67.8
96	—	INNOVATOR ETFS TRUST	$321,146	0.1%	+103%	—
97	$AVGO	Broadcom Inc.	$320,367	0.1%	+8%	86.4
98	$AMAT	APPLIED MATERIALS INC /DE	$319,547	0.1%	-13%	74.8
99	—	FIRST TR EXCHNG TRADED FD VI	$319,064	0.1%	-5%	—
100	—	INNOVATOR ETFS TRUST	$318,615	0.1%	-5%	—
101	—	FIRST TR EXCHNG TRADED FD VI	$302,704	0.1%	+94%	—
102	$JNJ	JOHNSON & JOHNSON	$302,642	0.1%	-7%	72.8
103	$HON	HONEYWELL INTERNATIONAL INC	$299,942	0.1%	-24%	65.7
104	—	ISHARES TR	$289,269	0.1%	+5%	—
105	—	ISHARES TR	$286,192	0.1%	+1%	—
106	—	FIRST TR EXCHNG TRADED FD VI	$286,031	0.1%	-0%	—
107	—	FIRST TR EXCHNG TRADED FD VI	$280,540	0.1%	+0%	—
108	—	SELECT SECTOR SPDR TR	$278,337	0.1%	+0%	—
109	—	VANGUARD WORLD FD	$277,380	0.1%	+0%	—
110	—	FIRST TR EXCHNG TRADED FD VI	$275,133	0.1%	+0%	—
111	$WFC	WELLS FARGO & COMPANY/MN	$274,674	0.1%	NEW	—
112	$LOW	LOWES COMPANIES INC	$273,187	0.1%	-2%	63.5
113	—	FIRST TR EXCHNG TRADED FD VI	$262,606	0.1%	-0%	—
114	$RTX	RTX Corp	$262,527	0.1%	-14%	70
115	—	SPDR SERIES TRUST	$261,379	0.1%	-10%	—
116	$META	Meta Platforms, Inc.	$259,235	0.1%	-1%	80.9
117	—	FIRST TR EXCHANGE-TRADED FD	$258,824	0.1%	+6%	—
118	—	NORTHERN LTS FD TR IV	$252,153	0.1%	-3%	—
119	—	ISHARES TR	$251,882	0.1%	-26%	—
120	—	INNOVATOR ETFS TRUST	$251,279	0.1%	+0%	—
121	—	INNOVATOR ETFS TRUST	$245,868	0.1%	-6%	—
122	—	INNOVATOR ETFS TRUST	$245,858	0.1%	-6%	—
123	—	FIRST TR EXCHNG TRADED FD VI	$245,845	0.1%	-1%	—
124	—	FIRST TR EXCHANGE-TRADED FD	$243,939	0.1%	+6%	—
125	—	NORTHERN LTS FD TR IV	$243,304	0.1%	-3%	—
126	$AXP	AMERICAN EXPRESS CO	$242,780	0.1%	-9%	73.2
127	—	NORTHERN LTS FD TR IV	$240,917	0.1%	-2%	—
128	—	BLACKROCK ETF TRUST II	$238,255	0.1%	+1%	—
129	—	FIRST TR EXCHANGE-TRADED FD	$236,372	0.1%	-12%	—
130	—	INNOVATOR ETFS TRUST	$232,877	0.1%	+0%	—
131	—	FIRST TR EXCHNG TRADED FD VI	$227,519	0.1%	+3%	—
132	$J	JACOBS SOLUTIONS INC.	$225,158	0.1%	+0%	47.7
133	$UNP	UNION PACIFIC CORP	$222,560	0.1%	-3%	74
134	—	SSGA ACTIVE ETF TR	$220,621	0.1%	-1%	—
135	—	FIRST TR EXCHNG TRADED FD VI	$218,354	0.1%	+0%	—
136	—	SELECT SECTOR SPDR TR	$218,156	0.1%	+0%	—
137	$GILD	GILEAD SCIENCES, INC.	$217,745	0.1%	-7%	77.8
138	$EIX	EDISON INTERNATIONAL	$217,631	0.1%	NEW	70.7
139	$KMI	KINDER MORGAN, INC.	$213,795	0.1%	NEW	74.6
140	$USB	US BANCORP DE	$213,274	0.1%	-1%	71.4
141	—	INNOVATOR ETFS TRUST	$212,278	0.1%	+0%	—
142	$MCD	MCDONALDS CORP	$211,614	0.1%	-13%	73.9
143	$AMGN	AMGEN INC	$210,122	0.1%	-12%	79.5
144	$CMI	CUMMINS INC	$204,399	0.1%	-27%	58.9
145	$POR	PORTLAND GENERAL ELECTRIC CO /OR/	$203,761	0.1%	-8%	59.2
146	—	INNOVATOR ETFS TRUST	$201,062	0.1%	-0%	—
147	$T	AT&T INC.	$200,190	0.1%	-15%	71.9
148	$KEY	KEYCORP /NEW/	$197,650	0.1%	-2%	70.4
149	$HBAN	HUNTINGTON BANCSHARES INC /MD/	$174,559	0.1%	-3%	69.4
150	$F	FORD MOTOR CO	$131,187	0.1%	-19%	58.5