Chris Bulman Inc

Q4 2025 13F-HR Holdings

Location
Roseville, CA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$226,106
Net value change ($000)
+26,423 (13.2%)
New positions
24
Sold out positions
17
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VOO 4,244 30.9%
RDVY 3,631 38.3%
QQQ 2,102 14.5%
FICS 1,111 17.9%
IBTH 952 NEW
IBTJ 949 NEW
AAPL 933 7.9%
PNOV 905 106.1%
POCT 850 39.1%
BNOV 831 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHD -1,590 -26.6%
JAAA -1,565 -100.0%
CLOA -399 -100.0%
ICLO -373 -100.0%
UJUL -354 -100.0%
CLOI -346 -100.0%
JAJL -316 -100.0%
BJUL -264 -52.6%
BJUN -260 -56.0%
BFEB -258 -19.9%
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