Chris Bulman Inc

Q3 2025 13F-HR Holdings

Location
Roseville, CA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
142
Total value ($000)
$199,683
Net value change ($000)
+24,253 (13.8%)
New positions
32
Sold out positions
10
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
RDVY 4,126 77.1%
VOO 3,828 38.6%
QQQ 2,496 20.7%
AAPL 2,023 20.6%
SCHD 1,477 32.9%
SDVY 1,387 65.6%
TSLA 1,177 94.2%
AVEM 1,173 32.0%
BIV 1,033 64.9%
DBEF 987 70.0%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -1,061 -61.0%
IEFA -679 -17.7%
VTV -644 -11.1%
AGG -596 -23.1%
VUG -535 -8.9%
BJAN -476 -100.0%
ZAPR -434 -100.0%
WMT -426 -100.0%
JAAA -422 -21.2%
PAPR -408 -24.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type