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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 BOCT INNOVATOR ETFS TRUST 9,395 $451K 0.20% SOLD
2 UOCT INNOVATOR ETFS TRUST 8,559 $327K 0.14% SOLD
3 HON HONEYWELL INTL INC Industrials 1,327 $300K 0.13% SOLD
4 RTX RTX CORPORATION Industrials 1,361 $263K 0.12% SOLD
5 INNOVATOR ETFS TRUST 8,644 $251K 0.11% SOLD
6 UNOV INNOVATOR ETFS TRUST 6,597 $246K 0.11% SOLD
7 UDEC INNOVATOR ETFS TRUST 6,330 $246K 0.11% SOLD
8 AXP AMERICAN EXPRESS CO Financial Services 802 $243K 0.11% SOLD
9 KMI KINDER MORGAN INC DEL Energy 6,376 $214K 0.09% SOLD
10 USB US BANCORP Financial Services 4,101 $213K 0.09% SOLD
11 MCD MCDONALDS CORP Consumer Cyclical 681 $212K 0.09% SOLD
12 POR PORTLAND GEN ELEC CO Utilities 3,861 $204K 0.09% SOLD
13 T AT&T INC Communication Services 6,905 $200K 0.09% SOLD
14 KEY KEYCORP Financial Services 9,858 $198K 0.09% SOLD
15 HBAN HUNTINGTON BANCSHARES INC Financial Services 11,154 $175K 0.08% SOLD
16 F FORD MTR CO Consumer Cyclical 11,368 $131K 0.06% SOLD
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%