Chris Bulman Inc

CIK

2032404

Location

ROSEVILLE, CA

Portfolio Value

Micro $51,833,009

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,913 / 8,517 ▲ 205

Top Industry

Consumer Electronics 45.2%

3Y Alpha vs SPY

-2.1%

Period ended 46 days ago

Filed Jul 22, 2026 · 24d

9 quarters · since Jun 2024

Clone Performance

Aug 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+37.9%

SPY

+42.8%

Annualised alpha

-2.1%

Max drawdown

−22.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

36.2%

+12.7 pts

Top 5

73.7%

+5.1 pts

Top 10

82.6%

+2.0 pts

HHI

2,139

Moderately concentrated+909

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.9%	$20,138,143	4
Technology	38.2%	$19,819,246	12
Consumer Cyclical	7.1%	$3,696,892	3
Financial Services	4.1%	$2,120,037	5
Healthcare	3.2%	$1,680,788	5
Communication Services	2.8%	$1,432,622	2
Consumer Defensive	2.2%	$1,147,821	1
Industrials	1.9%	$987,682	4
Utilities	1.1%	$593,761	2
Energy	0.4%	$216,017	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+4,402	49,519	$14,328,817
QQQ	Invesco Qqq Trust, Series 1	+2,642	25,466	$18,753,162
EIX	Edison International	+1,166	4,140	$308,223
WFC	Wells Fargo & Company/Mn	+940	4,390	$362,789
AMZN	Amazon Com Inc	+524	3,258	$776,511
NVDA	Nvidia Corp	+394	6,467	$1,293,982
GILD	Gilead Sciences, Inc.	+360	1,923	$242,951
AVGO	Broadcom Inc.	+294	1,329	$502,029
PLTR	Palantir Technologies Inc.	+186	2,457	$286,658
GOOGL	Alphabet Inc.	+154	3,134	$1,119,997
JNJ	Johnson & Johnson	+115	1,353	$343,621
META	Meta Platforms, Inc.	+102	555	$312,625
MSFT	Microsoft Corp	+81	2,640	$984,772
AMGN	Amgen Inc	+59	656	$237,550
UNP	Union Pacific Corp	+54	971	$264,112
ABBV	AbbVie Inc.	+20	2,003	$504,034
GLD	Spdr Gold Trust	+14	805	$296,545
SPY	Spdr S&P 500 ETF Trust	+9	964	$719,886
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	ExxonMobil Holdings Corp	−1,012	1,580	$216,017
AMAT	Applied Materials Inc /De	−371	564	$407,772
CAT	Caterpillar Inc	−237	217	$231,083
COST	Costco Wholesale Corp /New	−194	1,227	$1,147,821
LOW	Lowes Companies Inc	−150	1,006	$221,812
KEYS	Keysight Technologies, Inc.	−14	1,676	$586,717
CMI	Cummins Inc	−2	378	$269,593
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,945	$411,210
LLY	ELI LILLY & Co	294	$352,632
DELL	Dell Technologies Inc.	709	$305,905
LRCX	Lam Research Corp	695	$301,164
ES	Eversource Energy	3,951	$285,538
JPM	Jpmorgan Chase & Co	849	$277,903
BX	Blackstone Inc.	2,257	$265,581
BAC	Bank Of America Corp /De/	3,905	$222,506
AMD	Advanced Micro Devices Inc	359	$208,546
PAYX	Paychex Inc	2,051	$201,674
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	26,513	$5,701,885
VB	Vanguard Morningstar Small-Cap ETF	18,281	$4,788,159
BIV	Vanguard Intermediate-Term Bond ETF	43,420	$3,351,155
VEA	Vanguard FTSE Developed Markets ETF	6,935	$444,394
BAPR	Innovator U.S. Equity Buffer ETF - April	6,505	$318,614
HON	Honeywell International Inc	1,327	$299,941
RTX	RTX Corp	1,361	$262,536
AXP	American Express Co	802	$242,588
KMI	Kinder Morgan, Inc.	6,376	$213,787
USB	US Bancorp De	4,101	$213,293
MCD	Mcdonalds Corp	681	$211,647
POR	Portland General Electric Co /Or/	3,861	$203,744
T	At&T Inc.	6,905	$200,175
KEY	Keycorp /New/	9,858	$197,652
HBAN	Huntington Bancshares Inc /Md/	11,154	$174,560
F	Ford Motor Co	11,368	$131,186
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $51,833,009 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	25,466	+2,642	$18,753,162	+42.4%	36.18%
AAPL	Apple Inc. Technology	Added	49,519	+4,402	$14,328,817	+25.1%	27.64%
TSLA	Tesla, Inc. Consumer Cyclical	Held	6,416	0	$2,698,569	+13.1%	5.21%
NVDA	Nvidia Corp Technology	Added	6,467	+394	$1,293,982	+22.2%	2.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,227	-194	$1,147,821	−18.9%	2.21%
GOOGL	Alphabet Inc. Communication Services	Added	3,134	+154	$1,119,997	+30.7%	2.16%
ALL	Allstate Corp Financial Services	Held	4,166	0	$991,258	+14.8%	1.91%
MSFT	Microsoft Corp Technology	Added	2,640	+81	$984,772	+4.0%	1.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,258	+524	$776,511	+36.4%	1.50%
SPY	Spdr S&P 500 ETF Trust	Added	964	+9	$719,886	+15.9%	1.39%
KEYS	Keysight Technologies, Inc. Technology	Reduced	1,676	-14	$586,717	+22.9%	1.13%
ABBV	AbbVie Inc. Healthcare	Added	2,003	+20	$504,034	+16.9%	0.97%
AVGO	Broadcom Inc. Technology	Added	1,329	+294	$502,029	+56.7%	0.97%
INTC	Intel Corp Technology	NEW	2,945	NEW	$411,210	NEW	0.79%
AMAT	Applied Materials Inc /De Technology	Reduced	564	-371	$407,772	+27.6%	0.79%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	524	0	$368,550	+14.0%	0.71%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,390	+940	$362,789	+32.1%	0.70%
LLY	ELI LILLY & Co Healthcare	NEW	294	NEW	$352,632	NEW	0.68%
JNJ	Johnson & Johnson Healthcare	Added	1,353	+115	$343,621	+13.6%	0.66%
META	Meta Platforms, Inc. Communication Services	Added	555	+102	$312,625	+20.6%	0.60%
EIX	Edison International Utilities	Added	4,140	+1,166	$308,223	+41.6%	0.59%
DELL	Dell Technologies Inc. Technology	NEW	709	NEW	$305,905	NEW	0.59%
LRCX	Lam Research Corp Technology	NEW	695	NEW	$301,164	NEW	0.58%
GLD	Spdr Gold Trust	Added	805	+14	$296,545	−12.9%	0.57%
PLTR	Palantir Technologies Inc. Technology	Added	2,457	+186	$286,658	−13.7%	0.55%
ES	Eversource Energy Utilities	NEW	3,951	NEW	$285,538	NEW	0.55%
JPM	Jpmorgan Chase & Co Financial Services	NEW	849	NEW	$277,903	NEW	0.54%
CMI	Cummins Inc Industrials	Reduced	378	-2	$269,593	+31.9%	0.52%
BX	Blackstone Inc. Financial Services	NEW	2,257	NEW	$265,581	NEW	0.51%
UNP	Union Pacific Corp Industrials	Added	971	+54	$264,112	+18.7%	0.51%
GILD	Gilead Sciences, Inc. Healthcare	Added	1,923	+360	$242,951	+11.5%	0.47%
AMGN	Amgen Inc Healthcare	Added	656	+59	$237,550	+13.1%	0.46%
CAT	Caterpillar Inc Industrials	Reduced	217	-237	$231,083	−28.2%	0.45%
J	Jacobs Solutions Inc. Industrials	Held	1,769	0	$222,894	−1.0%	0.43%
BAC	Bank Of America Corp /De/ Financial Services	NEW	3,905	NEW	$222,506	NEW	0.43%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,006	-150	$221,812	−18.8%	0.43%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,580	-1,012	$216,017	−50.9%	0.42%
AMD	Advanced Micro Devices Inc Technology	NEW	359	NEW	$208,546	NEW	0.40%
PAYX	Paychex Inc Technology	NEW	2,051	NEW	$201,674	NEW	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.