Chris Bulman Inc. Portfolio
Invests via Chris Bulman Inc | Managed by Chris Bulman Inc (dba Bulman Wealth Group)
Invests via Chris Bulman Inc
Managed by Chris Bulman Inc (dba Bulman Wealth Group)
Automatically Tracked
Company Profile
A small-cap holding company focused on niche commercial services and asset management, often engaging in bolt-on acquisitions and contract-based revenue streams. Chris Bulman Inc positions itself as a regional operator with conservative balance sheet management, cash-flow emphasis and potential appeal to event-driven and micro-cap equity investors.
A small-cap holding company focused on niche commercial services and asset management, often engaging in bolt-on acquisitions and contract-based revenue streams. Chris Bulman Inc positions itself as a regional operator with conservative balance sheet management, cash-flow emphasis and potential appeal to event-driven and micro-cap equity investors.
Investment Philosophy & Strategy
Prioritizes growth-stage equity investments where operational playbooks and capital strategy unlock scalable revenue and margin expansion. Employs a hands-on, board-to-ops approach—aligning governance, M&A and performance improvement to accelerate exit readiness. Allocates capital to technology and services companies with clear unit economics, repeatable channels and runway for consolidation. Risk discipline emphasizes measurable KPIs, staged capital deployment and active value-creation plans to de-risk exits and maximize IRR.
Prioritizes growth-stage equity investments where operational playbooks and capital strategy unlock scalable revenue and margin expansion. Employs a hands-on, board-to-ops approach—aligning governance, M&A and performance improvement to accelerate exit readiness. Allocates capital to technology and services companies with clear unit economics, repeatable channels and runway for consolidation. Risk discipline emphasizes measurable KPIs, staged capital deployment and active value-creation plans to de-risk exits and maximize IRR.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.48%
Gain +0.12%
Monthly
1.22%
Yearly
15.59%
Drawdown
14.87%
$276.75M
Equity
Holdings
$276.75M
Investment
$231.25M
$53.74M
Profit +$185,793.6
Realized
$8.24M
Unrealized
$45.5M
Dividends
$4.69M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.12%
Profit
$185,793.6
Win %
81%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$2.48M
Win %
81%
This Month
Compared to last month
Gain
-0.12%
Profit
-$322,577.92
Win %
81%
This Year
Compared to last year
Gain
0.98%
Profit
$2.79M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$117,548.61 
GOOG Alphabet Inc
+6.88%
+$32,984.92 
GOOGL Alphabet Inc
+6.73%
+$70,420.98 
META Meta Platforms Inc Class A
+3.28%
+$9,812.4 
MSFT Microsoft Corp.
+3.02%
+$35,956.77 
NVDA NVIDIA Corporation
+2.93%
+$36,926.62 
KEYS Keysight Technologies, Inc.
+2.04%
+$10,709.62 
J Jacobs Solutions Inc.
+1.64%
+$3,856.4 
WFC Wells Fargo & Company
+1.19%
+$4,477.8 
AMAT Applied Materials, Inc.
+1.18%
+$3,327.61 
ILDR First Trust Innovation Leaders ETF
+1.11%
+$8,628 
VUG Vanguard Growth ETF
+1.1%
+$54,787.23 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$1,931.48 
UNP Union Pacific Corporation
+0.92%
+$2,592.58 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,495.45 
BNOV FGCI Inc.
+0.78%
+$4,195.07 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,541.28 
TSLA Tesla, Inc.
+0.76%
+$15,141.63 
BDEC Innovator U.S. Equity Buffer ETF
+0.74%
+$17,588.55 
BAMG Brookstone Growth Stock ETF
+0.74%
+$6,115.78 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$2,350 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$19,405.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,147.79 
VOO Vanguard S&P 500 ETF
+0.71%
+$171,666.33 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$3,901.92 
CAT Caterpillar Inc.
+0.7%
+$1,230.39 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,966.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$5,211.47 
PLTR Palantir Technologies Inc.
+0.65%
+$1,965.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$113,069.04 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$2,828.75 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$10,778.95 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$4,912.95 
BMAY Innovator U.S. Equity Buffer Fund
+0.59%
+$4,621.96 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$4,077.87 
BSEP Innovator U.S. Equity Buffer ETF
+0.56%
+$3,880.6 
BAMA Brookstone Active ETF
+0.56%
+$1,493.61 
BAPR Innovator U.S. Equity Buffer ETF
+0.55%
+$3,037.82 
BAMV Brookstone Value Stock ETF
+0.55%
+$4,153.26 
BMAR Innovator U.S. Equity Buffer ETF
+0.54%
+$9,650.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,277.98 
BAMO Brookstone Opportunities ETF
+0.53%
+$1,356.96 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$6,729.75 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.52%
+$3,894.26 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$2,095.01 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$7,832.66 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$1,676.69 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.48%
+$3,039.82 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.48%
+$11,088.09 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
+0.47%
+$1,338.33 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.46%
+$36,003.2 
GDEC FT VEST US Equity Moderate B Fund
+0.46%
+$1,367.49 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$1,226.15 
PAYX Paychex Inc.
+0.44%
+$1,046.01 
DJUN FT VEST US Equity Deep Buffer Fund
+0.42%
+$2,893.19 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$2,831.84 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$12,633.3 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$34,021.95 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$814.56 
GFEB FT VEST US Equity Moderate Fund
+0.38%
+$6,259.34 
UFEB Innovator U.S. Equity Ultra ETF
+0.37%
+$1,199.87 
AVGO Broadcom Inc.
+0.37%
+$1,913.76 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$67,811.5 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
+0.36%
+$871.8 
BAC Bank of America Corporation
+0.36%
+$859.1 
UJAN Innovator U.S. Equity Ultra Fund
+0.35%
+$1,292.96 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.35%
+$3,605.36 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$1,688.61 
GNOV FT Vest US Equity Moderate B Fund
+0.34%
+$1,119.46 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,012.51 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$8,693.85 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.32%
+$3,808.48 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
+0.32%
+$777.85 
UMAR Innovator U.S. Equity Ultra Fund
+0.31%
+$738.4 
HEQQ J.P. Morgan Hedged Laddered Overlay ETF
+0.31%
+$1,307.17 
GMAR FT Vest US Equity Moderate B Fund
+0.3%
+$3,938.66 
ZDEK Innovator Equity Defined Protection ETF
+0.29%
+$923.78 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$1,273.72 
JPM JPMorgan Chase & Co.
+0.27%
+$798.06 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.27%
+$8,602 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.26%
+$3,745.5 
GAUG FT Vest US Equity Moderate Fund
+0.25%
+$4,545.03 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$6,450.5 
JNJ Johnson & Johnson
+0.21%
+$717.09 
CMI Cummins Inc.
+0.19%
+$461.17 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$3,264.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$12,848.82 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$3,528.42 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$507.35 
UJUN Innovator U.S. Equity Ultra Fund
+0.16%
+$372.84 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.15%
+$415.55 
DELL Dell Technologies Inc.
+0.14%
+$397.04 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$8,499 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$365.9 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$8,274.06 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$223.56 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$470.65 
BAMY Brookstone Yield ETF
+0.04%
+$103.81 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.04%
+$1,139.74 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$33.7 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 ZNOV
ZNOV
0%
$0 ZSEP
ZSEP
0%
$0 FAI
FAI
0%
$0 ZOCT
ZOCT
0%
$0 ZFEB
ZFEB
0%
$0 ZAPR
ZAPR
0%
$0 APXM
APXM
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.21M 
EIX Edison International
-6.81%
-$22,190.4 
ES Eversource Energy
-3.05%
-$8,889.75 
ABBV AbbVie Inc.
-2.51%
-$12,959.41 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,317.17 
LRCX Lam Research Corporation
-1.58%
-$3,266.51 
GLD SPDR Gold Shares
-1.49%
-$4,524.09 
LOW Lowe's Companies Inc.
-1.08%
-$2,283.62 
INTC Intel Corporation
-1.02%
-$2,738.85 
XOM Exxon Mobil Corporation
-0.97%
-$2,417.4 
FTRI First Trust Indxx Global Natural Resources Income ETF
-0.96%
-$3,721.12 
GILD Gilead Sciences Inc.
-0.81%
-$2,057.59 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,463.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,559.43 
FICS FT International Developed Capital Strength Fund
-0.65%
-$29,550.01 
AMGN Amgen Inc.
-0.64%
-$1,626.89 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$20,381.76 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$30,969.05 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,443.36 
LLY Eli Lilly and Company
-0.53%
-$1,802.22 
WCMI First Trust WCM International Equity ETF
-0.49%
-$29,106.96 
ALL Allstate Corporation
-0.49%
-$5,415.85 
IWM iShares Russell 2000 ETF
-0.47%
-$12,660.03 
BAMD Brookstone Dividend Stock ETF
-0.44%
-$3,174.45 
VGT Vanguard Information Technology ETF
-0.38%
-$3,543.2 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$20,760.09 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.32%
-$1,588.87 
FBND Fidelity Total Bond ETF
-0.27%
-$1,952.64 
VTV Vanguard Value ETF
-0.27%
-$15,355.67 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,898.5 
BX Blackstone Inc.
-0.25%
-$722.26 
UITB VictoryShares Core Intermediate Bond ETF
-0.25%
-$6,061.54 
COST Costco Wholesale Corporation
-0.24%
-$2,797.52 
VB Vanguard Small-Cap ETF
-0.22%
-$11,846.64 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$551.87 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$444.24 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$7,239.6 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$6,700.3 
IAPR Innovator International Developed Power Buffer ETF
-0.18%
-$3,775.37 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$462.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$436.24 
UMAY Innovator U.S. Equity Ultra Fund
-0.13%
-$315.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$455.87 
MUB iShares National Muni Bond ETF
-0.11%
-$375 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$339.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$624.2 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$280.98 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$711.82 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$1,675.96 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$668.4 
BINC iShares Flexible Income Active ETF
-0.08%
-$170.76 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$376.61 
CMF iShares California Muni Bond ETF
-0.05%
-$257.67 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$254.21 
IBTI iShares iBonds Dec 2028 Term ETF
-0.04%
-$249.41 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$93.06 Events
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Dividends
Dividend Analysis
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| Trades 1382 | Longs Won 1094/1382 79% | Profit Factor 26.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $188,018.44 |
| Average Win $51,015 | Best Trade (Sep 04) $5.1M | Sharpe Ratio -81.62 |
| Average Loss -$7,331.99 | Worst Trade (Aug 02) -$203,469.37 | Z-Score 14.97 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $38,882.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 49,519 | $10.82M | $15.3M | - | $4.48M | 41.42% | -7.354% |
| ABBV AbbVie Inc. | 2,003 | $363,711.81 | $502,632.82 | - | $138,921.01 | 38.2% | -2.513% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 14,049 | $292,079 | $290,673.81 | - | -$1,405.19 | -0.48% | -0.097% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19,594 | $1.94M | $1.91M | - | -$28,938.34 | -1.49% | -0.256% |
| ALL Allstate Corporation | 4,166 | $665,144 | $1.1M | - | $435,013.23 | 65.4% | -0.49% |
| AMAT Applied Materials, Inc. | 564 | $120,300.23 | $286,325.89 | - | $166,025.66 | 138.01% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 359 | $208,546 | $170,937.85 | - | -$37,608.15 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 656 | $216,643.25 | $252,664.96 | - | $36,021.71 | 16.63% | -0.64% |
| AMZN Amazon.com Inc | 3,258 | $677,576.13 | $884,807.61 | - | $207,231.48 | 30.58% | +15.321% |
| APXM APXM | 15,494 | $490,927 | $490,927 | - | - | - | 0.0 |
| ARKQ Ark Autonomous Technology & Robotics ETF | 1,772 | $234,347 | $203,904.04 | - | -$30,442.96 | -12.99% | +0.956% |
| AVEM Avantis Emerging Markets Equity ETF | 91,934 | $6.74M | $8.23M | - | $1.49M | 22.02% | +0.101% |
| AVGO Broadcom Inc. | 1,329 | $411,984.53 | $517,353.12 | - | $105,368.59 | 25.58% | +0.371% |
| BAC Bank of America Corporation | 3,905 | $222,501 | $241,914.75 | - | $19,413.75 | 8.73% | +0.356% |
| BALT Inn Defined Wealth Shield Mutual Fund | 58,807 | $1.81M | $2.03M | - | $216,992.55 | 12% | +0.175% |
| BAMA Brookstone Active ETF | 7,468 | $221,400.77 | $270,356.54 | - | $48,955.77 | 22.11% | +0.556% |
| BAMD Brookstone Dividend Stock ETF | 21,163 | $616,964.35 | $718,272.22 | - | $101,307.87 | 16.42% | -0.44% |
| BAMG Brookstone Growth Stock ETF | 19,232 | $605,651.14 | $831,322.43 | - | $225,671.29 | 37.26% | +0.741% |
| BAMO Brookstone Opportunities ETF | 7,497 | $219,657.98 | $259,201.28 | - | $39,543.3 | 18% | +0.526% |
| BAMV Brookstone Value Stock ETF | 20,663 | $607,162.65 | $762,072.1 | - | $154,909.45 | 25.51% | +0.548% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Chris Bulman Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $681,201.91, Innovator U.S. Equity Power Buffer ETF - June - $619,414.9, Vanguard Value ETF - $531,456.66, Invesco QQQ Trust, Series 1 - $525,547.6, and Vanguard Growth ETF - $517,198.77. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Eli Lilly and Company - $87,269.16, iShares Bitcoin Trust - $49,288.85, Alphabet Inc - $48,956.6, Las Vegas Sands Corp - $37,031.9, and Innovator U.S. Equity Buffer ETF BOCT - $27,249.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Bulman Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.69M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $261,204.97, Schwab U.S. Dividend Equity ETF - $247,580.38, Vanguard Value ETF - $244,807.9, Vanguard Dividend Appreciation ETF - $217,869.41, and Vanguard S&P 500 ETF - $215,776.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Bulman Inc.'s monthly returns?
Chris Bulman Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Chris Bulman Inc.'s strategy be considered aggressive or moderate?
Chris Bulman Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Chris Bulman Inc.'s strategy?
Chris Bulman Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
