Chris Bulman Inc

Q1 2026 13F-HR Holdings

Location
Roseville, CA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$228,296
Net value change ($000)
+2,190 (1.0%)
New positions
10
Sold out positions
9
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
WCMI 4,826 NEW
SPHD 3,635 NEW
RDVY 1,591 12.1%
SDVY 1,190 27.8%
SCHD 1,091 24.9%
AVEM 739 13.2%
BFEB 605 58.2%
DBEF 576 19.0%
BJAN 537 228.5%
GMAR 532 83.1%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -3,470 -20.8%
FICS -3,097 -42.4%
AAPL -1,344 -10.5%
INTU -1,031 -100.0%
VUG -863 -15.5%
VOO -554 -3.1%
VIG -421 -6.9%
AGG -405 -15.7%
SPYG -405 -100.0%
BSEP -362 -36.5%
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