Institutional Fund
Chris Bulman Inc
Roseville, CACIK 20324045 filings on record
Portfolio Value
$228.30M
Q1 2026
Holdings
150
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+1.0%
from $226.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.6%
- First Tr Exchange Traded Fd6.4%
- Invesco Qqq Tr5.8%
- Apple Inc5.0%
- First Tr Exchng Traded Fd Vi3.4%
- Innovator Etfs Trust2.9%
- Other68.8%
Portfolio Holdings
150 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 29.2K | $17.44M | 7.6% | +492 | Added |
| 2 | First Tr Exchange Traded Fd | 215.3K | $14.70M | 6.4% | +26.6K | Added |
| 3 | Invesco Qqq Tr | 22.8K | $13.17M | 5.8% | −4.3K | Reduced |
| 4 | Apple Inc | 45.1K | $11.45M | 5.0% | −1.9K | Reduced |
| 5 | First Tr Exchng Traded Fd Vi | 229.1K | $7.74M | 3.4% | +3.6K | Added |
| 6 | Innovator Etfs Trust | 160.3K | $6.71M | 2.9% | +3.8K | Added |
| 7 | American Centy ETF Tr | 78.6K | $6.33M | 2.8% | +6.0K | Added |
| 8 | Vanguard Specialized Funds | 26.5K | $5.70M | 2.5% | −1.3K | Reduced |
| 9 | First Tr Exchange-Traded Fd | 138.7K | $5.47M | 2.4% | +27.0K | Added |
| 10 | Schwab Strategic Tr | 178.2K | $5.47M | 2.4% | +18.6K | Added |
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