Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | RTX | RTX CORPORATION | Industrials | 1,577.0 | $289K | 0.13% | NEW | — | $183.33 | -2.4% |
| 102 | GJUN | FIRST TR EXCHNG TRADED FD VI | — | 7,280.0 | $288K | 0.13% | NEW | — | $39.60 | +3.7% |
| 103 | LOW | LOWES COS INC | Consumer Cyclical | 1,182.0 | $285K | 0.13% | NEW | — | $241.20 | -9.7% |
| 104 | XSEP | FIRST TR EXCHNG TRADED FD VI | — | 6,698.0 | $284K | 0.13% | NEW | — | $42.38 | +4.3% |
| 105 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,432.0 | $281K | 0.12% | NEW | — | $37.82 | +5.0% |
| 106 | IJH | ISHARES TR | — | 4,180.0 | $276K | 0.12% | NEW | — | $66.00 | +12.8% |
| 107 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,333.0 | $276K | 0.12% | NEW | — | $206.94 | +11.5% |
| 108 | AMAT | APPLIED MATLS INC | Technology | 1,071.0 | $275K | 0.12% | NEW | — | $257.17 | +74.9% |
| 109 | UAUG | INNOVATOR ETFS TRUST | — | 6,751.0 | $270K | 0.12% | NEW | — | $39.92 | +4.7% |
| 110 | USEP | INNOVATOR ETFS TRUST | — | 6,851.0 | $269K | 0.12% | NEW | — | $39.33 | +4.6% |
| 111 | UNOV | INNOVATOR ETFS TRUST | — | 7,050.0 | $268K | 0.12% | NEW | — | $38.06 | +5.3% |
| 112 | UDEC | INNOVATOR ETFS TRUST | — | 6,766.0 | $268K | 0.12% | NEW | — | $39.64 | +5.0% |
| 113 | XLI | SELECT SECTOR SPDR TR | — | 1,721.0 | $267K | 0.12% | NEW | — | $155.12 | +12.0% |
| 114 | BAMA | NORTHERN LTS FD TR IV | — | 7,839.0 | $266K | 0.12% | NEW | — | $33.91 | +8.5% |
| 115 | IJR | ISHARES TR | — | 2,211.0 | $266K | 0.12% | NEW | — | $120.18 | +16.2% |
| 116 | CMI | CUMMINS INC | Industrials | 521.0 | $266K | 0.12% | NEW | — | $509.92 | +31.1% |
| 117 | LLY | ELI LILLY & CO | Healthcare | 246.0 | $264K | 0.12% | NEW | — | $1074.72 | +4.9% |
| 118 | QMAR | FIRST TR EXCHNG TRADED FD VI | — | 7,837.0 | $259K | 0.11% | NEW | — | $33.00 | +13.0% |
| 119 | BAMO | NORTHERN LTS FD TR IV | — | 7,864.0 | $256K | 0.11% | NEW | — | $32.57 | +5.6% |
| 120 | — | INNOVATOR ETFS TRUST | — | 8,644.0 | $251K | 0.11% | NEW | — | $29.06 | — |
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
40.7%
Technology
37.2%
Consumer Cyclical
8.5%
Industrials
3.5%
Consumer Defensive
3.2%
Healthcare
2.9%
Communication Services
2.8%
Energy
0.7%
Utilities
0.4%