Chris Bulman Inc

CIK 0002032404 · Q1 2026

13F Equity AUM

$228.3M

+1.0% QoQ

Positions

150

+1 QoQ

AUM Rank

#6,897

Top 55%

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 28.3%Top 10: 41.3%Top 20: 59.0%

VOO7.6%

RDVY6.4%

NDQ5.8%

AAPL5.0%

BUFR3.4%

PJUN2.9%

AVEM2.8%

VIG2.5%

SDVY2.4%

SCHD2.4%

Others (140)58.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services87.6%

Technology6.5%

Other5.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 150Median: 0.22%Avg: 0.67%

0–0.5%

103(18.5%)

0.5–1%

18(12.2%)

1–3%

24(41.0%)

3–5%

1(3.4%)

5%+

4(24.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 84Unique: 66vs 20 funds

1.1%Low

150

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.6%

BANK OF AMERICA CORP /DE/

1.7%

1.6%

2.5%

1.7%

1.4%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

1.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New10Increased47Decreased80Exited9

New Positions

WCMI2.1%

+288K

SPHD1.6%

+73K

UJAN0.2%

+9K

GQ90.1%

+791

MDY0.1%

+524

UFEB0.1%

+9K

GNOV0.1%

+8K

WFC0.1%

+3K

EIX0.1%

+3K

KMI0.1%

+6K

Increased

SDVY2.4%

+27K(+24%)

RDVY6.4%

+27K(+14%)

SCHD2.4%

+19K(+12%)

BFEB0.7%

+13K(+61%)

GMAR0.5%

+12K(+80%)

BJAN0.3%

+10K(+240%)

FJAN0.3%

+10K(+252%)

DBEF1.6%

+10K(+16%)

PJAN0.5%

+7K(+40%)

PFEB1.3%

+7K(+11%)

Decreased

FICS1.8%

-74,306(-41%)

PAUG1.1%

-7,195(-11%)

PSEP1.3%

-7,054(-9%)

BSEP0.3%

-7,029(-35%)

BAUG0.2%

-6,974(-39%)

IBTJ0.4%

-4,439(-10%)

IBTH0.4%

-4,305(-10%)

NDQ5.8%

-4,269(-16%)

BOCT0.2%

-4,260(-31%)

IBTI0.3%

-4,179(-13%)

Exited

-1,557

-3,795

-6,751

-6,851

-246

-1,174

-3,395

-1,767

-4,155

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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