Chris Bulman Inc
- SEC CIK
- 0002032404
- Latest filing
- Jul 22, 2026
The latest 13F from Chris Bulman Inc covers Q2 2026 (filed Jul 22, 2026): 165 long positions worth $273.8M. The top 10 holdings make up 44.3% of the portfolio, and the largest is Vanguard S&P 500 ETF at 8.9%. Livermore has 9 filings on Form 13F from this institution, going back to Q2 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 31
- Est. +$11.0M
- Added
- 54
- Est. +$20.3M
- Reduced
- 61
- Est. −$7.48M
- Sold out
- 16
- Est. −$3.87M
Top 5 holdings
Share of this quarter's portfolio value
- Vanguard S&P 500 ETF9229083638.9%$24.3M
- First Trust Rising Dividend Achievers ETF33738R5066.9%$19.0M
- Invesco QQQ Trust Series I46090E1036.8%$18.8M
- AAPLApple Inc.
- American Centy ETF Tr0250726043.2%$8.87M
Biggest buys
New and added positions, by estimated amount bought
- Vanguard S&P 500 ETF922908363+$4.22MAdded
- Invesco QQQ Trust Series I46090E103+$1.95MAdded
- First Trust Rising Dividend Achievers ETF33738R506+$1.51MAdded
- First Tr Exchange Traded FD33741X102+$1.35MAdded
- American Centy ETF Tr025072604+$1.29MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Vanguard S&P 500 ETF922908363+1.22 pp7.6% → 8.9%
- Invesco QQQ Trust Series I46090E103+1.08 pp5.8% → 6.8%
- First Trust Rising Dividend Achievers ETF33738R506+0.48 pp6.4% → 6.9%
- American Centy ETF Tr025072604+0.47 pp2.8% → 3.2%
- Innovator ETFs Trust45782C326+0.29 pp0.0% → 0.3%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Dividend Appreciation ETF921908844−$754.1KReduced
- Vanguard Morningstar Growth ETF922908736−$490.2KReducedConverted for a 6-for-1 split
- Innovator U.S. Equity Power Buffer ETF - October45782C797−$479.4KReduced
- Innovator U.S. Equity Buffer ETF - October45782C771−$450.8KSold out
- Innovator ETFs Trust45782C557−$360.8KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Dividend Appreciation ETF921908844−0.48 pp2.5% → 2.0%
- First Tr Exchng Traded FD VI33740F755−0.36 pp3.4% → 3.0%
- Invesco Exch Traded FD Tr II46138E362−0.35 pp1.6% → 1.2%
- Innovator U.S. Equity Power Buffer ETF - October45782C797−0.31 pp1.3% → 1.0%
- iShares Core MSCI Eafe ETF46432F842−0.26 pp1.4% → 1.1%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $273.8M
- +$45.5M (+19.9%) vs. prior quarter
- Positions
- 165
- +15 vs. prior quarter
- Top 10 concentration
- 44.3%
- Top 10 as share of value
- Turnover
- 4.5%
- Q2 2026, one quarter
- Average holding period
- 7.6 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2024), so positions held before then are understated.
13F filings by quarter
9 quarters, going back to Q2 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $273.8M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 22, 2026 | 165 | $273.8M | Vanguard S&P 500 ETFFirst Trust Rising Dividend Achievers ETFInvesco QQQ Trust Series I | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 13, 2026 | 150 | $228.3M | Vanguard S&P 500 ETFFirst Trust Rising Dividend Achievers ETFInvesco QQQ Trust Series I | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 14, 2026 | 149 | $226.1M | Vanguard S&P 500 ETFInvesco QQQ Trust Series IFirst Trust Rising Dividend Achievers ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 20, 2025 | 142 | $199.7M | Invesco QQQ Trust Series IVanguard S&P 500 ETFAAPL | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 14, 2025 | 120 | $175.4M | Invesco QQQ Trust Series IVanguard S&P 500 ETFAAPL | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 15, 2025 | 121 | $158.4M | Innovator ETFs TrustAAPLFirst Tr Exchng Traded FD VI | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 10, 2025 | 123 | $156.7M | AAPLInnovator ETFs TrustFirst Tr Exchng Traded FD VI | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 22, 2024 | 113 | $146.9M | Innovator ETFs TrustAAPLFirst Tr Exchng Traded FD VI | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 6, 2024 | 393 | $146.2M | Innovator ETFs TrustAAPLFirst Tr Exchng Traded FD VI | – | SEC |