Chris Bulman Inc Portfolio Holdings

Chris Bulman Inc

$158 Billion
Q1 2025

Chris Bulman Inc has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Power Bu with a value of $10.6B, Apple Inc. with a value of $10.5B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.47B, Invesco Qqq Trust, Series 1 with a value of $6.95B, and Vanguard Dividend Appreciation with a value of $5.86B.

Examining the 13F form we can see an increase of $1.69B in the current position value, from $157B to 158B.

Chris Bulman Inc is based out at Roseville, CA

Below you can find more details about Chris Bulman Inc portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion

ETFs: $109 Billion

Technology: $13.8 Billion

Consumer Defensive: $2.37 Billion

Consumer Cyclical: $2.05 Billion

Industrials: $1.88 Billion

Financial Services: $1.73 Billion

Healthcare: $1.37 Billion

Communication Services: $568 Million

Other: $274 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 121
Current Value $158 Billion
Prior Value $157 Billion
Filing
Period Q1 2025
Filing Date April 15, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 13 stocks
Additional Purchases 41 stocks
Sold out of 0 stocks
Reduced holdings in 53 stocks

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