Portfolio (Quarterly)
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Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | FTRI | FIRST TR EXCHANGE-TRADED FD | — | 23,257.0 | $369K | 0.14% | -3K | -10.8% | $15.87 | +16.2% |
| 42 | UJAN | INNOVATOR ETFS TRUST | — | 8,081.0 | $366K | 0.13% | -533.0 | -6.2% | $45.33 | +2.3% |
| 43 | — | INNOVATOR ETFS TRUST | — | 12,705.0 | $349K | 0.13% | -2K | -10.8% | $27.46 | — |
| 44 | MARM | FIRST TR EXCHNG TRADED FD VI | — | 9,382.0 | $320K | 0.12% | -148.0 | -1.6% | $34.13 | +1.1% |
| 45 | UFEB | INNOVATOR ETFS TRUST | — | 8,275.0 | $320K | 0.12% | -572.0 | -6.5% | $38.65 | +2.2% |
| 46 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 5,329.0 | $301K | 0.11% | -2K | -29.8% | $56.48 | +1.3% |
| 47 | XSEP | FIRST TR EXCHNG TRADED FD VI | — | 6,393.0 | $284K | 0.10% | -305.0 | -4.5% | $44.41 | +1.7% |
| 48 | BAMA | NORTHERN LTS FD TR IV | — | 7,468.0 | $274K | 0.10% | -162.0 | -2.1% | $36.64 | +1.0% |
| 49 | CMI | CUMMINS INC | Industrials | 378.0 | $269K | 0.10% | -2.0 | -0.5% | $712.76 | -21.3% |
| 50 | BAMO | NORTHERN LTS FD TR IV | — | 7,497.0 | $259K | 0.09% | -158.0 | -2.1% | $34.51 | +1.5% |
| 51 | USMV | ISHARES TR | — | 2,484.0 | $240K | 0.09% | -232.0 | -8.5% | $96.46 | +4.5% |
| 52 | BAMY | NORTHERN LTS FD TR IV | — | 8,651.0 | $238K | 0.09% | -162.0 | -1.8% | $27.48 | -1.1% |
| 53 | CAT | CATERPILLAR INC | Industrials | 217.0 | $231K | 0.08% | -237.0 | -52.2% | $1064.90 | -23.6% |
| 54 | BINC | BLACKROCK ETF TRUST II | — | 4,269.0 | $223K | 0.08% | -319.0 | -7.0% | $52.34 | -1.3% |
| 55 | LOW | LOWES COS INC | Consumer Cyclical | 1,006.0 | $222K | 0.08% | -150.0 | -13.0% | $220.50 | -7.3% |
| 56 | XOM | EXXON MOBIL CORP | Energy | 1,580.0 | $216K | 0.08% | -1K | -39.0% | $136.68 | +16.7% |
| 57 | GJUN | FIRST TR EXCHNG TRADED FD VI | — | 5,091.0 | $210K | 0.08% | -2K | -29.8% | $41.19 | +2.1% |
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%