Chris Bulman Inc

Q3 2026 13F-HR Holdings

Location
Roseville, CA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$285,346
Net value change ($000)
+11,519 (4.2%)
New positions
15
Sold out positions
11
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VFMF 3,245 NEW
VOO 2,463 10.2%
AAPL 2,091 14.6%
QQQ 1,187 6.3%
BND 1,142 NEW
RDVY 913 4.8%
SCHD 867 12.8%
BSEP 829 120.3%
PSEP 773 26.0%
BJUL 679 212.9%
Top Reduces (Value $000, Stocks/ETFs)
SPHD -3,406 -100.0%
TFLO -1,155 -100.0%
IEMG -840 -29.3%
IEFA -568 -18.2%
IWM -467 -17.1%
TSLA -444 -16.5%
VB -441 -8.1%
UJAN -366 -100.0%
BMAR -329 -18.4%
UFEB -320 -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