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 | — | INNOVATOR ETFS TRUST | — | 8,284.0 | $212K | 0.09% | — | — | $25.63 | — |
| 142 | MCD | MCDONALDS CORP | Consumer Cyclical | 681.0 | $212K | 0.09% | -105.0 | -13.4% | $310.74 | -10.6% |
| 143 | AMGN | AMGEN INC | Healthcare | 597.0 | $210K | 0.09% | -84.0 | -12.3% | $351.96 | -4.9% |
| 144 | CMI | CUMMINS INC | Industrials | 380.0 | $204K | 0.09% | -141.0 | -27.1% | $537.89 | +24.7% |
| 145 | POR | PORTLAND GEN ELEC CO | Utilities | 3,861.0 | $204K | 0.09% | -315.0 | -7.5% | $52.77 | -4.0% |
| 146 | BJUN | INNOVATOR ETFS TRUST | — | 4,347.0 | $201K | 0.09% | — | — | $46.25 | +5.7% |
| 147 | T | AT&T INC | Communication Services | 6,905.0 | $200K | 0.09% | -1K | -14.9% | $28.99 | -14.2% |
| 148 | KEY | KEYCORP | Financial Services | 9,858.0 | $198K | 0.09% | -218.0 | -2.2% | $20.05 | +6.0% |
| 149 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 11,154.0 | $175K | 0.08% | -311.0 | -2.7% | $15.65 | +2.5% |
| 150 | F | FORD MTR CO | Consumer Cyclical | 11,368.0 | $131K | 0.06% | -3K | -19.4% | $11.54 | +43.4% |
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
39.7%
Technology
36.0%
Consumer Cyclical
8.6%
Industrials
3.7%
Consumer Defensive
3.4%
Communication Services
3.2%
Healthcare
2.8%
Energy
1.6%
Utilities
1.0%