Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,509.0 | $373K | 0.16% | -459.0 | -5.8% | $49.72 | +9.1% |
| 42 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,271.0 | $332K | 0.15% | -601.0 | -20.9% | $146.28 | -5.6% |
| 43 | UOCT | INNOVATOR ETFS TRUST | — | 8,559.0 | $327K | 0.14% | -443.0 | -4.9% | $38.24 | +7.0% |
| 44 | CAT | CATERPILLAR INC | Industrials | 454.0 | $322K | 0.14% | -70.0 | -13.4% | $709.37 | +25.1% |
| 45 | AMAT | APPLIED MATLS INC | Technology | 935.0 | $320K | 0.14% | -136.0 | -12.7% | $341.76 | +28.7% |
| 46 | MARM | FIRST TR EXCHNG TRADED FD VI | — | 9,530.0 | $319K | 0.14% | -512.0 | -5.1% | $33.48 | +1.8% |
| 47 | BAPR | INNOVATOR ETFS TRUST | — | 6,505.0 | $319K | 0.14% | -361.0 | -5.3% | $48.98 | +8.2% |
| 48 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,238.0 | $303K | 0.13% | -95.0 | -7.1% | $244.46 | -5.8% |
| 49 | HON | HONEYWELL INTL INC | Industrials | 1,327.0 | $300K | 0.13% | -420.0 | -24.0% | $226.03 | +2.1% |
| 50 | LOW | LOWES COS INC | Consumer Cyclical | 1,156.0 | $273K | 0.12% | -26.0 | -2.2% | $236.32 | -8.4% |
| 51 | RTX | RTX CORPORATION | Industrials | 1,361.0 | $263K | 0.12% | -216.0 | -13.7% | $192.89 | -7.6% |
| 52 | SPYV | SPDR SERIES TRUST | — | 4,620.0 | $261K | 0.11% | -540.0 | -10.5% | $56.58 | +7.8% |
| 53 | META | META PLATFORMS INC | Communication Services | 453.0 | $259K | 0.11% | -5.0 | -1.1% | $572.26 | +11.7% |
| 54 | BAMA | NORTHERN LTS FD TR IV | — | 7,630.0 | $252K | 0.11% | -209.0 | -2.7% | $33.05 | +10.6% |
| 55 | USMV | ISHARES TR | — | 2,716.0 | $252K | 0.11% | -942.0 | -25.8% | $92.74 | +3.9% |
| 56 | UNOV | INNOVATOR ETFS TRUST | — | 6,597.0 | $246K | 0.11% | -453.0 | -6.4% | $37.27 | +7.4% |
| 57 | UDEC | INNOVATOR ETFS TRUST | — | 6,330.0 | $246K | 0.11% | -436.0 | -6.4% | $38.84 | +7.0% |
| 58 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,351.0 | $246K | 0.11% | -49.0 | -1.1% | $56.50 | +5.7% |
| 59 | BAMO | NORTHERN LTS FD TR IV | — | 7,655.0 | $243K | 0.11% | -209.0 | -2.7% | $31.78 | +7.8% |
| 60 | AXP | AMERICAN EXPRESS CO | Financial Services | 802.0 | $243K | 0.11% | -82.0 | -9.3% | $302.72 | +2.2% |
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
39.7%
Technology
36.0%
Consumer Cyclical
8.6%
Industrials
3.7%
Consumer Defensive
3.4%
Communication Services
3.2%
Healthcare
2.8%
Energy
1.6%
Utilities
1.0%