Chris Bulman Inc
Long book
$228.3M
Q1 2026
Positions
150
Top-10 weight
41%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsChris Bulman Inc is a wealth-management firm allocating client money, running a $228.3M US long book across 150 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, FIRST TRUST RISING DIVIDEND, INVESCO QQQ TRUST SERIES 1, APPLE INC, FT VEST LAD BUFFERVETF-USD I.
Over the last 8 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2024
+5.8%
Q3 2024
+1.4%
Q4 2024
-3.0%
Q1 2025
+6.4%
Q2 2025
+6.8%
Q3 2025
+2.6%
Q4 2025
-1.7%
Q1 2026
+11.4%
Sector allocation
Technology 59%
Industrials 15%
Consumer discretionary 9%
Financials 7%
Healthcare 4%
Utilities 2%
Energy 2%
Communications 1%
Long book by quarter
What does Chris Bulman own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 45.1K | $11.5M | 5.0% | -4.1% |
| TSLA TESLA INC | Industrials | 6.4K | $2.4M | 1.0% | +17.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.4K | $1.4M | 0.6% | -20.4% |
| NVDA NVIDIA CORP | Technology | 6.1K | $1.1M | 0.5% | +27.3% |
| MSFT MICROSOFT CORP | Technology | 2.6K | $947K | 0.4% | -5.2% |
| ALL ALLSTATE CORP | Financials | 4.2K | $864K | 0.4% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 3.0K | $857K | 0.4% | +14.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.7K | $569K | 0.2% | -5.5% |
| KEYS KEYSIGHT TECHNOLOGIES IN | Technology | 1.7K | $477K | 0.2% | -0.4% |
| XOM EXXON MOBIL CORP | Energy | 2.6K | $440K | 0.2% | -10.3% |
| ABBV ABBVIE INC | Healthcare | 2.0K | $431K | 0.2% | +6.0% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.3K | $332K | 0.1% | -20.9% |
| CAT CATERPILLAR INC | Industrials | 454 | $322K | 0.1% | -13.4% |
| AVGO BROADCOM INC | Technology | 1.0K | $320K | 0.1% | +8.0% |
| AMAT APPLIED MATERIALS INC | Technology | 935 | $320K | 0.1% | -12.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 150 | $228.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 14, 2026 | 149 | $226.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 142 | $199.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 14, 2025 | 120 | $175.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 15, 2025 | 121 | $158.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 123 | $156.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 113 | $146.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 6, 2024 | 393 | $146.2M | canonical | SEC ↗ |