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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 4,002.0 | $207K | 0.09% | NEW | — | $51.75 | +6.2% |
| 142 | GILD | GILEAD SCIENCES INC | Healthcare | 1,677.0 | $206K | 0.09% | NEW | — | $122.77 | +8.9% |
| 143 | TFC | TRUIST FINL CORP | Financial Services | 4,155.0 | $204K | 0.09% | NEW | — | $49.21 | -1.5% |
| 144 | BJUN | INNOVATOR ETFS TRUST | — | 4,357.0 | $204K | 0.09% | NEW | — | $46.74 | +4.6% |
| 145 | ARKQ | ARK ETF TR | — | 1,767.0 | $203K | 0.09% | NEW | — | $114.69 | +21.9% |
| 146 | T | AT&T INC | Communication Services | 8,119.0 | $202K | 0.09% | NEW | — | $24.84 | +0.2% |
| 147 | POR | PORTLAND GEN ELEC CO | Utilities | 4,176.0 | $200K | 0.09% | NEW | — | $48.00 | +6.6% |
| 148 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 11,465.0 | $199K | 0.09% | NEW | — | $17.35 | -7.6% |
| 149 | F | FORD MTR CO | Consumer Cyclical | 14,106.0 | $185K | 0.08% | NEW | — | $13.12 | +21.0% |
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%