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 | BAMO | NORTHERN LTS FD TR IV | — | 7,497.0 | $259K | 0.09% | -158.0 | -2.1% | $34.51 | +1.5% |
| 142 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 5,017.0 | $253K | 0.09% | — | — | $50.50 | +1.0% |
| 143 | GAPR | FIRST TR EXCHNG TRADED FD VI | — | 5,851.0 | $244K | 0.09% | NEW | — | $41.67 | +2.1% |
| 144 | — | FIRST TR EXCHNG TRADED FD VI | — | 9,723.0 | $244K | 0.09% | — | — | $25.05 | — |
| 145 | GILD | GILEAD SCIENCES INC | Healthcare | 1,923.0 | $243K | 0.09% | +360.0 | +23.0% | $126.39 | +19.5% |
| 146 | UMAR | INNOVATOR ETFS TRUST | — | 5,680.0 | $240K | 0.09% | NEW | — | $42.25 | +2.2% |
| 147 | UMAY | INNOVATOR ETFS TRUST | — | 6,310.0 | $240K | 0.09% | NEW | — | $38.00 | +2.1% |
| 148 | USMV | ISHARES TR | — | 2,484.0 | $240K | 0.09% | -232.0 | -8.5% | $96.46 | +4.5% |
| 149 | UJUN | INNOVATOR ETFS TRUST | — | 6,214.0 | $239K | 0.09% | NEW | — | $38.54 | +1.7% |
| 150 | BAMY | NORTHERN LTS FD TR IV | — | 8,651.0 | $238K | 0.09% | -162.0 | -1.8% | $27.48 | -1.1% |
| 151 | AMGN | AMGEN INC | Healthcare | 656.0 | $238K | 0.09% | +59.0 | +9.9% | $362.16 | +20.7% |
| 152 | XLV | SELECT SECTOR SPDR TR | — | 1,488.0 | $236K | 0.09% | — | — | $158.66 | +8.1% |
| 153 | ARKQ | ARK ETF TR | — | 1,772.0 | $234K | 0.09% | NEW | — | $132.25 | -7.6% |
| 154 | CAT | CATERPILLAR INC | Industrials | 217.0 | $231K | 0.08% | -237.0 | -52.2% | $1064.90 | -23.6% |
| 155 | BINC | BLACKROCK ETF TRUST II | — | 4,269.0 | $223K | 0.08% | -319.0 | -7.0% | $52.34 | -1.3% |
| 156 | J | JACOBS SOLUTIONS INC | Industrials | 1,769.0 | $223K | 0.08% | — | — | $126.00 | +16.1% |
| 157 | BAC | BANK OF AMER CORP | Financial Services | 3,905.0 | $223K | 0.08% | NEW | — | $56.98 | +10.0% |
| 158 | LOW | LOWES COS INC | Consumer Cyclical | 1,006.0 | $222K | 0.08% | -150.0 | -13.0% | $220.50 | -7.3% |
| 159 | TOTL | SSGA ACTIVE ETF TR | — | 5,553.0 | $219K | 0.08% | — | — | $39.47 | -2.4% |
| 160 | XOM | EXXON MOBIL CORP | Energy | 1,580.0 | $216K | 0.08% | -1K | -39.0% | $136.68 | +16.7% |
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%