Chris Bulman Inc

Registered adviser

CIK

2032404

Location

ROSEVILLE, CA

Portfolio Value

Small $278,682,868

Diversification

Diversified

Filing Date

Global Rank

#5,406 / 8,811 ▲ 115 · as of Jun 2026

Top Industry

Consumer Electronics 48.8%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

10 quarters · since Jun 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 313552

Roster of Oct 1, 2026

Regulatory AUM

$283,014,568

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$283,014,568	Individuals and high net worth (100%)
Mar 2025 to Feb 2026	$200,597,015	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$148,221,450	Individuals and high net worth (100%)
May 2023 to Mar 2024	$110,780,327	Individuals and high net worth (100%)
Apr 2023	$110,780,327	Individuals and high net worth (100%)
Nov 2022 to Mar 2023	$111,829,820	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.9% of the book (60%+)

Turnover

Low turnover

23.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 84.4%; sector active share 77.5% against the combined 13F book's sector weights.

Over time 9 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

163 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.1%

+0.6 pts

Top 5

57.4%

+1.3 pts

Top 10

79.0%

+0.1 pts

HHI

831

Diversified+18

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	87.9%	$245,038,687	131
Technology	8.2%	$22,768,178	12
Consumer Cyclical	1.1%	$3,117,729	2
Financial Services	0.8%	$2,278,977	6
Communication Services	0.7%	$2,006,218	3
Healthcare	0.6%	$1,753,836	5
Consumer Defensive	0.4%	$984,987	1
Industrials	0.2%	$503,802	2
Energy	0.1%	$230,454	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WCMI	First Trust WCM International Equity ETF	+37,728	344,117	$6,565,752
ACYN	First Trust Exchange-Traded Fund	+25,770	39,819	$830,624
SCHD	Schwab U.S. Dividend Equity ETF	+21,280	235,427	$7,658,440
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	+20,723	190,703	$7,738,727
RDVY	First Trust Rising Dividend Achievers ETF	+19,937	253,773	$19,867,888
PSEP		+15,379	79,884	$3,743,364
BSEP		+15,061	28,127	$1,518,014
BJUL		+12,128	18,003	$997,722
BAUG		+10,344	20,803	$1,150,050
GAUG	FT Vest U.S. Equity Moderate Buffer ETF - August	+10,329	53,615	$2,257,448
ZSEP		+9,418	24,006	$668,327
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	+9,173	97,656	$5,366,197
PAUG		+7,439	64,426	$3,005,472
AVEM	Avantis Emerging Markets Equity ETF	+5,361	97,295	$9,147,675
PJUL		+4,795	26,003	$1,291,829
VUG	VANGUARD GROWTH INDEX FUND	+3,187	62,098	$5,595,650
BINC		+2,876	7,145	$362,894
VOO	VANGUARD 500 INDEX FUND	+2,807	38,129	$26,723,090
BUFQ	FT Vest Laddered Nasdaq Buffer ETF	+1,691	19,390	$785,682
QQQ	Invesco Qqq Trust, Series 1	+1,488	26,954	$19,939,760
VTV	VANGUARD VALUE INDEX FUND	+1,156	27,183	$5,873,702
XSEP	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September	+696	7,089	$320,962
FSEP	FT Vest U.S. Equity Buffer ETF - September	+617	12,088	$690,587
BUFD	FT Vest Laddered Deep Buffer ETF	+493	15,478	$470,066
NVDA	Nvidia Corp	+486	6,953	$1,587,926
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEMG	iShares Trust	−9,626	25,026	$0
PJAN		−6,817	16,986	$861,529
BMAR		−6,360	24,670	$1,458,598
BFEB		−6,353	26,813	$1,449,422
IEFA	iShares Core MSCI EAFE ETF	−5,970	26,382	$2,555,888
PFEB		−5,902	64,283	$2,831,666
BJAN		−5,511	8,526	$516,048
PMAR		−5,173	31,102	$1,522,719
PJUN		−4,935	175,081	$7,701,813
—		−3,336	19,921	$0
PMAY		−2,183	76,017	$3,212,113
FICS	First Trust International Developed Capital Strength ETF	−2,167	103,747	$4,143,800
IAPR		−2,121	58,772	$1,969,061
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−1,724	6,749	$388,472
BDEC		−1,573	43,068	$2,353,437
UCON	First Trust Smith Unconstrained Bond ETF	−1,415	32,005	$759,958
GFEB	FT Vest U.S. Equity Moderate Buffer ETF - February	−1,378	35,880	$1,616,480
GMAY	FT Vest U.S. Equity Moderate Buffer ETF - May	−1,153	28,757	$1,262,895
IWM	iShares Russell 2000 ETF	−941	8,167	$2,269,527
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	−904	33,973	$758,277
PDEC		−904	49,496	$2,331,806
UMAY		−845	5,465	$211,879
UJUN		−827	5,387	$210,874
PAPR		−827	33,223	$1,434,569
FFEB	FT Vest U.S. Equity Buffer ETF - February	−724	7,317	$458,012
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
VFMF	Vanguard Wellington Fund	18,176	$3,244,597
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	16,278	$1,141,901
XTWO	BondBloxx Bloomberg Two Year Target Duration US Treasury ETF	10,282	$497,031
DDFL		18,067	$390,879
USEP		8,611	$361,920
FJUL	FT Vest U.S. Equity Buffer ETF - July	5,425	$332,064
GRID	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	1,563	$276,822
GJUL	FT Vest U.S. Equity Moderate Buffer ETF - July	6,205	$276,525
BUFS	FT Vest Laddered Small Cap Moderate Buffer ETF	10,631	$262,479
CHAT	Roundhill Generative AI & Technology ETF	2,848	$261,959
ARCC	Ares Capital Corp	11,156	$213,079
UJUL		5,113	$211,575
UAUG		4,915	$211,186
DTCR	Global X Data Center & Digital Infrastructure ETF	7,598	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
SPHD	Invesco Ltd.	67,003	$3,406,432
TFLO	iShares Treasury Floating Rate Bond ETF	22,804	$1,154,566
UJAN		8,081	$366,327
UFEB		8,275	$319,828
EIX	Edison International	4,140	$308,223
ES	Eversource Energy	3,951	$285,538
CMI	Cummins Inc	378	$269,593
UMAR		5,680	$239,951
CAT	Caterpillar Inc	217	$231,083
LOW	Lowes Companies Inc	1,006	$221,812
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

163 tracked positions · $278,682,868 total · filing declares 169 positions · $285,345,690 · as of Sep 30, 2026

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

Showing 1–50 of 163 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	38,129	+2,807	$26,723,090	+10.2%	9.59%
QQQ	Invesco Qqq Trust, Series 1	Added	26,954	+1,488	$19,939,760	+6.3%	7.16%
RDVY	First Trust Rising Dividend Achievers ETF	Added	253,773	+19,937	$19,867,888	+4.8%	7.13%
AAPL	Apple Inc. Technology	Reduced	49,308	-211	$16,420,550	+14.6%	5.89%
AVEM	Avantis Emerging Markets Equity ETF	Added	97,295	+5,361	$9,147,675	+3.1%	3.28%
BUFR	FT Vest Laddered Buffer ETF	Added	227,249	+436	$8,515,020	+2.8%	3.06%
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	Added	190,703	+20,723	$7,738,727	+5.5%	2.78%
PJUN		Reduced	175,081	-4,935	$7,701,813	−1.0%	2.76%
SCHD	Schwab U.S. Dividend Equity ETF	Added	235,427	+21,280	$7,658,440	+12.8%	2.75%
WCMI	First Trust WCM International Equity ETF	Added	344,117	+37,728	$6,565,752	+9.5%	2.36%
VTV	VANGUARD VALUE INDEX FUND	Added	27,183	+1,156	$5,873,702	+3.6%	2.11%
VUG	VANGUARD GROWTH INDEX FUND	Added	62,098	+3,187	$5,595,650	+10.3%	2.01%
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	Added	97,656	+9,173	$5,366,197	+11.0%	1.93%
VIG	Vanguard Specialized Funds	Reduced	22,741	-585	$5,305,702	−3.9%	1.90%
VB	Vanguard Index Funds	Reduced	17,572	-378	$4,999,058	−8.1%	1.79%
FICS	First Trust International Developed Capital Strength ETF	Reduced	103,747	-2,167	$4,143,800	−6.3%	1.49%
PSEP		Added	79,884	+15,379	$3,743,364	+26.0%	1.34%
BIV	Vanguard Bond Index Funds	Added	48,354	+90	$3,523,072	−4.8%	1.26%
VFMF	Vanguard Wellington Fund	NEW	18,176	NEW	$3,244,597	NEW	1.16%
PMAY		Reduced	76,017	-2,183	$3,212,113	−0.5%	1.15%
PAUG		Added	64,426	+7,439	$3,005,472	+15.6%	1.08%
PFEB		Reduced	64,283	-5,902	$2,831,666	−6.3%	1.02%
POCT		Reduced	57,562	-397	$2,756,644	+2.5%	0.99%
IEFA	iShares Core MSCI EAFE ETF	Reduced	26,382	-5,970	$2,555,888	−18.2%	0.92%
BDEC		Reduced	43,068	-1,573	$2,353,437	−0.9%	0.84%
UITB	VictoryShares Core Intermediate Bond ETF	Reduced	52,527	-183	$2,345,015	−5.0%	0.84%
PDEC		Reduced	49,496	-904	$2,331,806	+0.8%	0.84%
IWM	iShares Russell 2000 ETF	Reduced	8,167	-941	$2,269,527	−17.1%	0.81%
GAUG	FT Vest U.S. Equity Moderate Buffer ETF - August	Added	53,615	+10,329	$2,257,448	+25.9%	0.81%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,356	-60	$2,255,172	−16.4%	0.81%
BALT		Added	59,078	+271	$2,064,776	+2.5%	0.74%
LMBS	First Trust Low Duration Opportunities ETF	Reduced	41,638	-261	$2,017,777	−3.3%	0.72%
IAPR		Reduced	58,772	-2,121	$1,969,061	−2.6%	0.71%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	19,509	-85	$1,844,380	−4.9%	0.66%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	4,425	+158	$1,656,012	+4.9%	0.59%
GFEB	FT Vest U.S. Equity Moderate Buffer ETF - February	Reduced	35,880	-1,378	$1,616,480	−1.5%	0.58%
PNOV		Reduced	35,433	-170	$1,616,453	+2.4%	0.58%
NVDA	Nvidia Corp Technology	Added	6,953	+486	$1,587,926	+22.7%	0.57%
PMAR		Reduced	31,102	-5,173	$1,522,719	−12.1%	0.55%
BSEP		Added	28,127	+15,061	$1,518,014	+120.3%	0.54%
BMAR		Reduced	24,670	-6,360	$1,458,598	−18.4%	0.52%
BFEB		Reduced	26,813	-6,353	$1,449,422	−17.0%	0.52%
PAPR		Reduced	33,223	-827	$1,434,569	−0.2%	0.51%
MSFT	Microsoft Corp Technology	Added	2,777	+137	$1,424,323	+44.6%	0.51%
GMAR	FT Vest U.S. Equity Moderate Buffer ETF - March	Reduced	29,599	-15	$1,339,058	+2.2%	0.48%
PJUL		Added	26,003	+4,795	$1,291,829	+24.8%	0.46%
GMAY	FT Vest U.S. Equity Moderate Buffer ETF - May	Reduced	28,757	-1,153	$1,262,895	−1.9%	0.45%
IVV	iShares Core S&P 500 ETF	Reduced	1,554	-2	$1,190,130	+2.1%	0.43%
BAUG		Added	20,803	+10,344	$1,150,050	+105.1%	0.41%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	NEW	16,278	NEW	$1,141,901	NEW	0.41%

Showing the top 50 of 163 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.