Portfolio (Quarterly) Guide ↗

Chris Bulman Inc

· CIK 0002032404

13F Portfolio $274M AUM 165 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 31 New 50 Added 57 Reduced 16 Exited

Page 2 of 3 · 50 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	GMAR	FIRST TR EXCHNG TRADED FD VI	—	29,614.0	$1.3M	0.48%	+2K	+5.3%	$44.24	+2.1%
22	NVDA	NVIDIA CORPORATION	Technology	6,467.0	$1.3M	0.47%	+394.0	+6.5%	$200.11	+15.1%
23	IVV	ISHARES TR	—	1,556.0	$1.2M	0.43%	+749.0	+92.8%	$748.89	+3.3%
24	GOOGL	ALPHABET INC	Communication Services	3,134.0	$1.1M	0.41%	+154.0	+5.2%	$357.43	-5.3%
25	MSFT	MICROSOFT CORP	Technology	2,640.0	$985K	0.36%	+81.0	+3.2%	$373.10	+33.9%
26	VGT	VANGUARD WORLD FD	—	8,240.0	$985K	0.36%	+7K	+700.0%	$119.52	+1.5%
27	ILDR	FIRST TR EXCHNG TRADED FD VI	—	21,570.0	$847K	0.31%	+2K	+7.7%	$39.24	-0.5%
28	UCON	FIRST TR EXCHNG TRADED FD VI	—	33,420.0	$832K	0.30%	+4K	+13.1%	$24.88	-1.4%
29	AMZN	AMAZON COM INC	Consumer Cyclical	3,258.0	$777K	0.28%	+524.0	+19.2%	$238.35	+8.5%
30	BJUN	INNOVATOR ETFS TRUST	—	15,515.0	$755K	0.28%	+11K	+256.9%	$48.68	+2.4%
31	SPY	STATE STR SPDR S&P 500 ETF T	Financial Services	964.0	$720K	0.26%	+9.0	+0.9%	$746.77	+3.1%
32	VEA	VANGUARD TAX-MANAGED FDS	—	9,701.0	$691K	0.25%	+3K	+39.9%	$71.25	+3.5%
33	DJUN	FIRST TR EXCHNG TRADED FD VI	—	13,843.0	$682K	0.25%	+9K	+198.2%	$49.28	+1.9%
34	BAPR	INNOVATOR ETFS TRUST	—	10,368.0	$552K	0.20%	+4K	+59.4%	$53.26	+2.5%
35	ABBV	ABBVIE INC	Healthcare	2,003.0	$504K	0.18%	+20.0	+1.0%	$251.65	+1.9%
36	AVGO	BROADCOM INC	Technology	1,329.0	$502K	0.18%	+294.0	+28.4%	$377.81	-5.3%
37	—	INNOVATOR ETFS TRUST	—	14,588.0	$402K	0.15%	+131.0	+0.9%	$27.56	—
38	—	FIRST TR EXCHANGE-TRADED FD	—	7,336.0	$399K	0.15%	+981.0	+15.4%	$54.40	—
39	WFC	WELLS FARGO & CO	Financial Services	4,390.0	$363K	0.13%	+940.0	+27.2%	$82.64	+8.9%
40	JNJ	JOHNSON & JOHNSON	Healthcare	1,353.0	$344K	0.13%	+115.0	+9.3%	$254.12	+8.3%

Page 2 of 3 · 50 positions

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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 42.9%

Technology 37.8%

Consumer Cyclical 7.1%

Healthcare 3.2%

Communication Services 2.8%

Industrials 2.3%

Consumer Defensive 2.2%

Utilities 1.1%

Energy 0.4%