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:
4.03%
Gain
Monthly
0.16%
Yearly
1.95%
Drawdown
22.92%
$254.51M
Equity
Holdings
$254.51M
Investment
$209.71M
$50.74M
Profit -$500,141.95
Realized
$5.94M
Unrealized
$44.8M
Dividends
$4.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$500,141.95
Win %
86%
This Week
Compared To Last Week
Gain
0.06%
Profit
$149,110.38
Win %
86%
This Month
Compared to last month
Gain
0.52%
Profit
$1.33M
Win %
86%
This Year
Compared to last year
Gain
11.48%
Profit
$26.22M
Win %
84%
UNP Union Pacific Corporation
+3.4%
+$8,986.61 
ABBV AbbVie Inc.
+3.35%
+$16,240.77 
GILD Gilead Sciences Inc.
+3.11%
+$6,392.67 
T AT&T Inc.
+3.06%
+$4,522.77 
AMGN Amgen Inc.
+2.92%
+$6,250.58 
COST Costco Wholesale Corporation
+2.86%
+$37,201.81 
MCD McDonald's Corporation
+2.42%
+$4,361.8 
LOW Lowe's Companies Inc.
+2.33%
+$5,641.28 
HBAN Huntington Bancshares Incorporated
+2.18%
+$4,405.83 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+2.07%
+$79,142.4 
AAPL Apple Inc.
+2.02%
+$298,674.54 
SCHD Schwab U.S. Dividend Equity ETF
+2.01%
+$115,861.2 
J Jacobs Solutions Inc.
+1.94%
+$4,440.19 
XLV Health Care Select Sector SPDR Fund
+1.91%
+$4,493.77 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.89%
+$4,757.6 
MSFT Microsoft Corp.
+1.8%
+$18,258.47 
KMI Kinder Morgan, Inc.
+1.79%
+$3,666.2 
KEY KeyCorp
+1.78%
+$4,140.36 
EIX Edison International
+1.54%
+$3,524.19 
USB U.S. Bancorp
+1.48%
+$3,813.93 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.27%
+$75,587 
POR Portland General Electric Company
+1.21%
+$2,432.43 
JNJ Johnson & Johnson
+1.18%
+$3,602.58 
XOM Exxon Mobil Corporation
+1.15%
+$4,302.75 
BAMD Brookstone Dividend Stock ETF
+1.12%
+$8,101.53 
HON Honeywell International Inc.
+0.99%
+$1,459.7 
USMV iShares MSCI USA Min Vol Factor ETF
+0.86%
+$2,254.29 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.74%
+$2,102.1 
WFC Wells Fargo & Company
+0.59%
+$1,776.75 
IJR iShares Core S&P Small-Cap ETF
+0.53%
+$1,815.06 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$33,406.38 
BAMV Brookstone Value Stock ETF
+0.45%
+$3,363.15 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$1,783.65 
AXP American Express Company
+0.39%
+$1,130.82 
VTV Vanguard Value ETF
+0.38%
+$22,074.95 
ALL Allstate Corporation
+0.31%
+$3,124.5 
IJH iShares Core S&P Mid-Cap ETF
+0.24%
+$762.84 
MDY SPDR S&P MidCap 400 ETF Trust
+0.23%
+$843.65 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.21%
+$665.86 
VB Vanguard Small-Cap ETF
+0.11%
+$6,032.55 
ZDEK Innovator Equity Defined Protection ETF
+0.06%
+$124.26 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.06%
+$1,435.35 
RDVI FT Vest Rising Dividend Achievers Fund
+0.05%
+$151.95 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$126.36 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$42.37 
FAI
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
0%
$0 
ZFEB
0%
$0 
ZJUL
0%
$0 
ZNOV
0%
$0 
ZOCT
0%
$0 
ZSEP
0%
$0 
AVGO Broadcom Inc.
-4.66%
-$19,033.65 
GOOGL Alphabet Inc
-4.49%
-$49,572.33 
CAT Caterpillar Inc.
-4.21%
-$17,460.84 
ILDR First Trust Innovation Leaders ETF
-3.09%
-$23,745.03 
KEYS Keysight Technologies, Inc.
-3.08%
-$16,807.03 
AMAT Applied Materials, Inc.
-3.04%
-$16,455.99 
CMI Cummins Inc.
-2.99%
-$7,567.7 
NVDA NVIDIA Corporation
-2.68%
-$34,555.37 
META Meta Platforms Inc Class A
-2.44%
-$7,519.8 
IEMG iShares Core MSCI Emerging Markets ETF
-2.11%
-$64,555.68 
VGT Vanguard Information Technology ETF
-2.06%
-$19,776 
GLD SPDR Gold Shares
-1.96%
-$5,758.49 
WCMI First Trust WCM International Equity ETF
-1.93%
-$107,913 
AVEM Avantis Emerging Markets Equity ETF
-1.85%
-$133,546.9 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$289,636.33 
VUG Vanguard Growth ETF
-1.46%
-$82,690.56 
RTX RTX Corporation
-1.45%
-$3,858.43 
BAMG Brookstone Growth Stock ETF
-1.26%
-$11,008.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.2%
-$5,894.75 
FTRI First Trust Indxx Global Natural Resources Income ETF
-1.14%
-$4,820.55 
AMZN Amazon.com Inc
-1.11%
-$7,709.91 
TSLA Tesla, Inc.
-0.91%
-$23,033.38 
BAMA Brookstone Active ETF
-0.89%
-$2,485.09 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$29,902.01 
BUFQ FT Nasdaq Buffer ETF July.
-0.77%
-$5,309.7 
IVV iShares Core S&P 500 ETF
-0.68%
-$4,184.3 
VOO Vanguard S&P 500 ETF
-0.68%
-$137,738.75 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$4,851.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.66%
-$5,210.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$8,303.85 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.58%
-$23,362.56 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.56%
-$1,634.06 
BJUL Innovator U.S. Equity Buffer ETF
-0.47%
-$1,218.15 
IAPR Innovator International Developed Power Buffer ETF
-0.43%
-$8,824.03 
BDEC Innovator U.S. Equity Buffer ETF
-0.41%
-$11,313.06 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.36%
-$763.33 
F Ford Motor Company
-0.35%
-$568.4 
BAMO Brookstone Opportunities ETF
-0.35%
-$923.96 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.34%
-$24,046.5 
XLI Industrial Select Sector SPDR Fund
-0.34%
-$1,067.02 
BFEB Innovator U.S. Equity Buffer ETF
-0.33%
-$6,035.4 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.32%
-$1,596.21 
IWM iShares Russell 2000 ETF
-0.31%
-$9,212.74 
BUFR FT Vestladder Buffer ETF-USD I
-0.3%
-$25,200.78 
GJUN FT Vest US Equity Moderate Fund
-0.28%
-$834.44 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.27%
-$2,114.25 
FFEB FT Vest US Equity Buffer ETF
-0.27%
-$1,388.78 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.26%
-$7,765.34 
BNOV FGCI Inc.
-0.25%
-$2,284.57 
FJUN FT Vest US Equity Buffer ETF - June
-0.25%
-$653.09 
DJUN FT VEST US Equity Deep Buffer Fund
-0.24%
-$557.04 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.24%
-$2,028.23 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.23%
-$2,880.86 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.22%
-$901.08 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.22%
-$1,390.2 
BUFY First Trust Exchange-Traded Fund VI - FT Cboe Vest Fund of Buffer Funds ETF
-0.21%
-$1,057.13 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.21%
-$2,730.84 
FICS FT International Developed Capital Strength Fund
-0.21%
-$9,467.39 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.21%
-$2,684.43 
UNOV Innovator U.S. Equity Ultra Fund
-0.2%
-$527.76 
BMAR Innovator U.S. Equity Buffer ETF
-0.19%
-$2,665.9 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.18%
-$3,265.44 
UDEC Innovator U.S. Equity Ultra Fund
-0.18%
-$474.75 
BSEP Innovator U.S. Equity Buffer ETF
-0.18%
-$1,237.69 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.16%
-$2,345.34 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.15%
-$3,983.25 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.15%
-$4,719.86 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.15%
-$674.33 
GDEC FT VEST US Equity Moderate B Fund
-0.15%
-$445.92 
GFEB FT VEST US Equity Moderate Fund
-0.15%
-$2,497.69 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.14%
-$4,438.72 
GMAR FT Vest US Equity Moderate B Fund
-0.14%
-$1,686.78 
BAPR Innovator U.S. Equity Buffer ETF
-0.13%
-$455.35 
MARM Ftv Estus Max Buff ETF March
-0.11%
-$360.23 
UJAN Innovator U.S. Equity Ultra Fund
-0.11%
-$432.42 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.1%
-$3,202.87 
UFEB Innovator U.S. Equity Ultra ETF
-0.1%
-$341.49 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.1%
-$1,362.61 
GAUG FT Vest US Equity Moderate Fund
-0.09%
-$1,649.29 
BAUG Innovator U.S. Equity Buffer ETF
-0.09%
-$496.45 
GNOV FT Vest US Equity Moderate B Fund
-0.08%
-$272.09 
FBND Fidelity Total Bond ETF
-0.08%
-$638.37 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$570.77 
UOCT Innovator U.S. Equity Ultra Fund
-0.06%
-$213.97 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$1,953.9 
RDVY First Trust Rising Dividend Achievers ETF
-0.05%
-$8,610.72 
BINC iShares Flexible Income Active ETF
-0.05%
-$114.7 
PLTR Palantir Technologies Inc.
-0.04%
-$136.24 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.04%
-$83.3 
BAMY Brookstone Yield ETF
-0.04%
-$90.77 
IBTI iShares iBonds Dec 2028 Term ETF
-0.03%
-$182.83 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$548.05 
LMBS First Trust Low Duration Opportunities ETF
-0.02%
-$385.56 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.02%
-$147.81 
BALT Inn Defined Wealth Shield Mutual Fund
-0.01%
-$252.08 
UITB VictoryShares Core Intermediate Bond ETF
-0.01%
-$237.44 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
-0.01%
-$33.49 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1236 | Longs Won 759/1236 61% | Profit Factor 44.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $202,874.59 |
| Average Win $68,377.68 | Best Trade (Jul 16) $5.35M | Sharpe Ratio -13.59 |
| Average Loss -$2,435.18 | Worst Trade (Jul 10) -$113,935.39 | Z-Score -4.28 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $41,049.41 |
| 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 | 100,000 | 90,000 | 80,000 | 70,000 | 60,000 | 50,000 | 40,000 | 30,000 | 20,000 | 10,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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