Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | GJUN | FIRST TR EXCHNG TRADED FD VI | — | 5,091.0 | $210K | 0.08% | -2K | -29.8% | $41.19 | +2.1% |
| 162 | AMD | ADVANCED MICRO DEVICES INC | Technology | 359.0 | $209K | 0.08% | NEW | — | $580.91 | -17.8% |
| 163 | SPDW | SPDR INDEX SHS FDS | — | 4,065.0 | $205K | 0.07% | NEW | — | $50.39 | +3.8% |
| 164 | SPEM | SPDR INDEX SHS FDS | — | 3,952.0 | $205K | 0.07% | NEW | — | $51.78 | +3.2% |
| 165 | PAYX | PAYCHEX INC | Industrials | 2,051.0 | $202K | 0.07% | NEW | — | $98.38 | +23.7% |
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%