Portfolio (Quarterly)
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Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,400.0 | $251K | 0.11% | NEW | — | $57.06 | +4.5% |
| 122 | BAMY | NORTHERN LTS FD TR IV | — | 9,029.0 | $251K | 0.11% | NEW | — | $27.80 | -0.1% |
| 123 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 9,558.0 | $251K | 0.11% | NEW | — | $26.24 | +5.1% |
| 124 | BINC | BLACKROCK ETF TRUST II | — | 4,550.0 | $240K | 0.11% | NEW | — | $52.77 | -0.8% |
| 125 | MCD | MCDONALDS CORP | Consumer Cyclical | 786.0 | $240K | 0.11% | NEW | — | $305.42 | -8.0% |
| 126 | BJUL | INNOVATOR ETFS TRUST | — | 4,687.0 | $238K | 0.10% | NEW | — | $50.76 | +5.9% |
| 127 | BJAN | INNOVATOR ETFS TRUST | — | 4,263.0 | $235K | 0.10% | NEW | — | $55.05 | +6.7% |
| 128 | J | JACOBS SOLUTIONS INC | Industrials | 1,769.0 | $234K | 0.10% | NEW | — | $132.46 | -12.5% |
| 129 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 4,706.0 | $231K | 0.10% | NEW | — | $49.15 | -0.8% |
| 130 | XLV | SELECT SECTOR SPDR TR | — | 1,488.0 | $230K | 0.10% | NEW | — | $154.80 | -3.9% |
| 131 | TOTL | SSGA ACTIVE ETF TR | — | 5,615.0 | $226K | 0.10% | NEW | — | $40.25 | -1.9% |
| 132 | — | FIRST TR EXCHNG TRADED FD VI | — | 9,447.0 | $224K | 0.10% | NEW | — | $23.73 | — |
| 133 | AMGN | AMGEN INC | Healthcare | 681.0 | $223K | 0.10% | NEW | — | $327.10 | +2.7% |
| 134 | USB | US BANCORP DEL | Financial Services | 4,149.0 | $221K | 0.10% | NEW | — | $53.36 | +2.5% |
| 135 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 3,395.0 | $221K | 0.10% | NEW | — | $65.09 | -21.6% |
| 136 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,642.0 | $220K | 0.10% | NEW | — | $47.34 | +3.6% |
| 137 | UNP | UNION PAC CORP | Industrials | 945.0 | $219K | 0.10% | NEW | — | $231.40 | +20.7% |
| 138 | PANW | PALO ALTO NETWORKS INC | Technology | 1,174.0 | $216K | 0.10% | NEW | — | $184.16 | +34.9% |
| 139 | — | INNOVATOR ETFS TRUST | — | 8,284.0 | $213K | 0.09% | NEW | — | $25.74 | — |
| 140 | KEY | KEYCORP | Financial Services | 10,076.0 | $208K | 0.09% | NEW | — | $20.64 | +4.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
40.7%
Technology
37.2%
Consumer Cyclical
8.5%
Industrials
3.5%
Consumer Defensive
3.2%
Healthcare
2.9%
Communication Services
2.8%
Energy
0.7%
Utilities
0.4%