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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | DELL | DELL TECHNOLOGIES INC | Technology | 709.0 | $306K | 0.11% | NEW | — | $431.75 | +21.4% |
| 122 | VFH | VANGUARD WORLD FD | — | 2,296.0 | $302K | 0.11% | — | — | $131.60 | +7.9% |
| 123 | LRCX | LAM RESEARCH CORP | Technology | 695.0 | $301K | 0.11% | NEW | — | $433.40 | -29.0% |
| 124 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 5,329.0 | $301K | 0.11% | -2K | -29.8% | $56.48 | +1.3% |
| 125 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 10,147.0 | $298K | 0.11% | — | — | $29.40 | -0.5% |
| 126 | GLD | SPDR GOLD TR | Financial Services | 805.0 | $297K | 0.11% | +14.0 | +1.8% | $368.38 | +10.4% |
| 127 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,432.0 | $296K | 0.11% | — | — | $39.80 | +2.3% |
| 128 | — | INNOVATOR ETFS TRUST | — | 11,074.0 | $295K | 0.11% | NEW | — | $26.64 | — |
| 129 | ACYN | FIRST TR EXCHANGE-TRADED FD | — | 14,049.0 | $292K | 0.11% | NEW | — | $20.79 | -0.5% |
| 130 | QMAR | FIRST TR EXCHNG TRADED FD VI | — | 7,781.0 | $290K | 0.11% | — | — | $37.24 | +2.0% |
| 131 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,457.0 | $287K | 0.10% | +186.0 | +8.2% | $116.67 | +49.4% |
| 132 | ES | EVERSOURCE ENERGY | Utilities | 3,951.0 | $286K | 0.10% | NEW | — | $72.27 | -1.7% |
| 133 | XSEP | FIRST TR EXCHNG TRADED FD VI | — | 6,393.0 | $284K | 0.10% | -305.0 | -4.5% | $44.41 | +1.7% |
| 134 | SPYV | SPDR SERIES TRUST | — | 4,621.0 | $281K | 0.10% | — | — | $60.78 | +4.4% |
| 135 | JPM | JPMORGAN CHASE & CO | Financial Services | 849.0 | $278K | 0.10% | NEW | — | $327.49 | +9.5% |
| 136 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,627.0 | $277K | 0.10% | +276.0 | +6.3% | $59.95 | +2.4% |
| 137 | BAMA | NORTHERN LTS FD TR IV | — | 7,468.0 | $274K | 0.10% | -162.0 | -2.1% | $36.64 | +1.0% |
| 138 | CMI | CUMMINS INC | Industrials | 378.0 | $269K | 0.10% | -2.0 | -0.5% | $712.76 | -21.3% |
| 139 | BX | BLACKSTONE INC | Financial Services | 2,257.0 | $265K | 0.10% | NEW | — | $117.63 | +15.7% |
| 140 | UNP | UNION PAC CORP | Industrials | 971.0 | $264K | 0.10% | +54.0 | +5.9% | $272.11 | +6.4% |
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%