Chris Bulman Inc

CIK

2032404

Location

ROSEVILLE, CA

Portfolio Value

Micro $41,406,307

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,708 / 8,232 ▲ 87

Top Industry

Consumer Electronics 42.5%

3Y Alpha vs SPY

-0.4%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+38.4%

SPY

+39.3%

Annualised alpha

-0.4%

Max drawdown

−24.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

40 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

31.8%

−3.2 pts

Top 5

71.2%

−1.9 pts

Top 10

80.5%

−1.5 pts

HHI

1,860

Moderately concentrated−163

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.0%	$14,905,960	7
Unclassified	34.9%	$14,458,171	4
Consumer Cyclical	8.6%	$3,570,530	5
Financial Services	4.7%	$1,966,525	6
Industrials	3.7%	$1,536,204	6
Consumer Defensive	3.4%	$1,415,927	1
Communication Services	3.2%	$1,316,277	3
Healthcare	2.8%	$1,161,787	4
Energy	1.6%	$653,545	2
Utilities	1.0%	$421,381	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,302	6,073	$1,059,131
TSLA	Tesla, Inc.	+947	6,416	$2,385,148
GOOGL	Alphabet Inc.	+372	2,980	$856,928
ABBV	AbbVie Inc.	+113	1,983	$431,282
AVGO	Broadcom Inc.	+77	1,035	$320,342
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	−4,269	22,824	$13,173,556
F	Ford Motor Co	−2,738	11,368	$131,186
AAPL	Apple Inc.	−1,945	45,117	$11,450,243
T	At&T Inc.	−1,214	6,905	$200,175
PLTR	Palantir Technologies Inc.	−601	2,271	$332,201
HON	Honeywell International Inc	−420	1,327	$299,941
COST	Costco Wholesale Corp /New	−364	1,421	$1,415,927
POR	Portland General Electric Co /Or/	−315	3,861	$203,744
HBAN	Huntington Bancshares Inc /Md/	−311	11,154	$174,560
XOM	Exxon Mobil Corp	−297	2,592	$439,758
KEY	Keycorp /New/	−218	9,858	$197,652
RTX	RTX Corp	−216	1,361	$262,536
AMZN	Amazon Com Inc	−158	2,734	$569,410
MSFT	Microsoft Corp	−141	2,559	$947,265
CMI	Cummins Inc	−141	380	$204,447
AMAT	Applied Materials Inc /De	−136	935	$319,573
GILD	Gilead Sciences, Inc.	−114	1,563	$217,835
MCD	Mcdonalds Corp	−105	681	$211,647
JNJ	Johnson & Johnson	−95	1,238	$302,616
AMGN	Amgen Inc	−84	597	$210,054
AXP	American Express Co	−82	802	$242,588
CAT	Caterpillar Inc	−70	454	$321,640
USB	US Bancorp De	−48	4,101	$213,293
UNP	Union Pacific Corp	−28	917	$222,482
LOW	Lowes Companies Inc	−26	1,156	$273,139
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	791	$340,359
MDY	Spdr S&P Midcap 400 ETF Trust	524	$323,182
WFC	Wells Fargo & Company/Mn	3,450	$274,654
EIX	Edison International	2,974	$217,637
KMI	Kinder Morgan, Inc.	6,376	$213,787
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	1,557	$1,031,387
LLY	ELI LILLY & Co	246	$264,371
LVS	Las Vegas Sands Corp	3,395	$220,980
PANW	Palo Alto Networks Inc	1,174	$216,250
TFC	Truist Financial Corp	4,155	$204,467
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 positions · $41,406,307 total · as of Mar 31, 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	Reduced	22,824	-4,269	$13,173,556	−20.8%	31.82%
AAPL	Apple Inc. Technology	Reduced	45,117	-1,945	$11,450,243	−10.5%	27.65%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,416	+947	$2,385,148	−3.0%	5.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,421	-364	$1,415,927	−8.0%	3.42%
NVDA	Nvidia Corp Technology	Added	6,073	+1,302	$1,059,131	+19.0%	2.56%
MSFT	Microsoft Corp Technology	Reduced	2,559	-141	$947,265	−27.5%	2.29%
ALL	Allstate Corp Financial Services	Held	4,166	0	$863,778	−0.4%	2.09%
GOOGL	Alphabet Inc. Communication Services	Added	2,980	+372	$856,928	+5.0%	2.07%
SPY	Spdr S&P 500 ETF Trust	Reduced	955	-10	$621,074	−5.6%	1.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,734	-158	$569,410	−14.7%	1.38%
KEYS	Keysight Technologies, Inc. Technology	Reduced	1,690	-7	$477,205	+38.4%	1.15%
XOM	Exxon Mobil Corp Energy	Reduced	2,592	-297	$439,758	+26.5%	1.06%
ABBV	AbbVie Inc. Healthcare	Added	1,983	+113	$431,282	+0.9%	1.04%
GLD	Spdr Gold Trust	NEW	791	NEW	$340,359	NEW	0.82%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,271	-601	$332,201	−34.9%	0.80%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	524	NEW	$323,182	NEW	0.78%
CAT	Caterpillar Inc Industrials	Reduced	454	-70	$321,640	+7.1%	0.78%
AVGO	Broadcom Inc. Technology	Added	1,035	+77	$320,342	−3.4%	0.77%
AMAT	Applied Materials Inc /De Technology	Reduced	935	-136	$319,573	+16.1%	0.77%
JNJ	Johnson & Johnson Healthcare	Reduced	1,238	-95	$302,616	+9.7%	0.73%
HON	Honeywell International Inc Industrials	Reduced	1,327	-420	$299,941	−12.0%	0.72%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	3,450	NEW	$274,654	NEW	0.66%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,156	-26	$273,139	−4.2%	0.66%
RTX	RTX Corp Industrials	Reduced	1,361	-216	$262,536	−9.2%	0.63%
META	Meta Platforms, Inc. Communication Services	Reduced	453	-5	$259,174	−14.3%	0.63%
AXP	American Express Co Financial Services	Reduced	802	-82	$242,588	−25.8%	0.59%
J	Jacobs Solutions Inc. Industrials	Held	1,769	0	$225,158	−3.9%	0.54%
UNP	Union Pacific Corp Industrials	Reduced	917	-28	$222,482	+1.8%	0.54%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	1,563	-114	$217,835	+5.8%	0.53%
EIX	Edison International Utilities	NEW	2,974	NEW	$217,637	NEW	0.53%
KMI	Kinder Morgan, Inc. Energy	NEW	6,376	NEW	$213,787	NEW	0.52%
USB	US Bancorp De Financial Services	Reduced	4,101	-48	$213,293	−3.7%	0.52%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	681	-105	$211,647	−11.9%	0.51%
AMGN	Amgen Inc Healthcare	Reduced	597	-84	$210,054	−5.8%	0.51%
CMI	Cummins Inc Industrials	Reduced	380	-141	$204,447	−23.1%	0.49%
POR	Portland General Electric Co /Or/ Utilities	Reduced	3,861	-315	$203,744	+1.7%	0.49%
T	At&T Inc. Communication Services	Reduced	6,905	-1,214	$200,175	−0.7%	0.48%
KEY	Keycorp /New/ Financial Services	Reduced	9,858	-218	$197,652	−5.0%	0.48%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	11,154	-311	$174,560	−12.2%	0.42%
F	Ford Motor Co Consumer Cyclical	Reduced	11,368	-2,738	$131,186	−29.1%	0.32%