Chris Bulman Inc

Q2 2026 13F-HR Holdings

Location
Roseville, CA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
165
Total value ($000)
$273,827
Net value change ($000)
+45,531 (19.9%)
New positions
31
Sold out positions
16
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,821 39.1%
QQQ 5,580 42.4%
RDVY 4,257 29.0%
AAPL 2,879 25.1%
AVEM 2,541 40.1%
SDVY 1,864 34.1%
SCHD 1,322 24.2%
DBEF 1,227 34.0%
WCMI 1,170 24.2%
PJUN 1,077 16.1%
Top Reduces (Value $000, Stocks/ETFs)
BOCT -451 -100.0%
UOCT -327 -100.0%
HON -300 -100.0%
COST -268 -18.9%
BNOV -264 -32.8%
RTX -263 -100.0%
POCT -254 -8.6%
ZJUL -251 -100.0%
UDEC -246 -100.0%
UNOV -246 -100.0%
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