Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | INNOVATOR ETFS TRUST | — | 12,155.0 | $321K | 0.12% | +4K | +46.7% | $26.42 | — |
| 42 | BJUL | INNOVATOR ETFS TRUST | — | 5,875.0 | $319K | 0.12% | +1K | +25.4% | $54.31 | +2.5% |
| 43 | META | META PLATFORMS INC | Communication Services | 555.0 | $313K | 0.11% | +102.0 | +22.5% | $563.46 | +9.5% |
| 44 | EIX | EDISON INTL | Utilities | 4,140.0 | $308K | 0.11% | +1K | +39.2% | $74.46 | -23.8% |
| 45 | GLD | SPDR GOLD TR | Financial Services | 805.0 | $297K | 0.11% | +14.0 | +1.8% | $368.38 | +10.4% |
| 46 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,457.0 | $287K | 0.10% | +186.0 | +8.2% | $116.67 | +49.4% |
| 47 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,627.0 | $277K | 0.10% | +276.0 | +6.3% | $59.95 | +2.4% |
| 48 | UNP | UNION PAC CORP | Industrials | 971.0 | $264K | 0.10% | +54.0 | +5.9% | $272.11 | +6.4% |
| 49 | GILD | GILEAD SCIENCES INC | Healthcare | 1,923.0 | $243K | 0.09% | +360.0 | +23.0% | $126.39 | +19.5% |
| 50 | AMGN | AMGEN INC | Healthcare | 656.0 | $238K | 0.09% | +59.0 | +9.9% | $362.16 | +20.7% |
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%