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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$165B
$935 Million 0.59% of portfolio
1,523
Q1 2025 Added 1.2%
$52.6B
$863 Million 0.54% of portfolio
4,166
Q2 2024 New
$50.8B
$554 Million 0.35% of portfolio
2,840
Q2 2024 New
$132B
$458 Million 0.29% of portfolio
2,165
Q1 2025 Reduced 26.83%
$136B
$399 Million 0.25% of portfolio
1,712
Q1 2025 Added 9.81%
$135B
$333 Million 0.21% of portfolio
1,408
Q1 2025 Added 1.29%
$39.7B
$314 Million 0.2% of portfolio
1,001
Q1 2025 Added 0.1%
$24.2B
$256 Million 0.16% of portfolio
1,712
Q1 2025 Reduced 0.52%
$92.5B
$237 Million 0.15% of portfolio
1,698
Q1 2025 Reduced 7.16%
$30.1B
$214 Million 0.14% of portfolio
1,165
Q1 2025 New
$189B
$220 Million 0.14% of portfolio
1,658
Q1 2025 New
$193B
$219 Million 0.14% of portfolio
7,726
Q1 2025 New
$188B
$202 Million 0.13% of portfolio
750
Q1 2025 Reduced 8.31%
$38B
$112 Million 0.07% of portfolio
11,211
Q1 2025 New

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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