Chris Bulman Inc reported 33 positions worth $33.90M for the quarter ended Sep 30, 2026, up 4.3% on the prior quarter. It opened 1 new position, added to 15, trimmed 11 and exited 5. Its largest holding is Apple Inc. at 48.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ARCC Ares Capital Corp | +11.2K | – | $213.08K | 0.629% |
| NVDA Nvidia Corp | +486 | +7.5% | $111.00K | 4.68% |
| MSFT Microsoft Corp | +137 | +5.2% | $70.29K | 4.2% |
| AVGO Broadcom Inc. | +149 | +11.2% | $52.34K | 1.53% |
| AMZN Amazon Com Inc | +204 | +6.3% | $50.83K | 2.54% |
| AMAT Applied Materials Inc | +89 | +15.8% | $45.51K | 0.985% |
| JPM Jpmorgan Chase & Co | +108 | +12.7% | $35.75K | 0.935% |
| LLY ELI LILLY & Co | +22 | +7.5% | $25.47K | 1.08% |
| PLTR Palantir Technologies Inc. | +128 | +5.2% | $23.94K | 1.43% |
| META Meta Platforms, Inc. | +27 | +4.9% | $19.59K | 1.25% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| EIX Edison International | -4,140 | -100.0% | $308.26K | Exited |
| ES Eversource Energy | -3,951 | -100.0% | $285.54K | Exited |
| CMI Cummins Inc | -378 | -100.0% | $269.43K | Exited |
| CAT Caterpillar Inc | -217 | -100.0% | $231.08K | Exited |
| LOW Lowes Companies Inc | -1,006 | -100.0% | $221.82K | Exited |
| COST Costco Wholesale Corp | -145 | -11.8% | $132.02K | 2.91% |
| AAPL Apple Inc. | -211 | -0.4% | $70.27K | 48.44% |
| AMGN Amgen Inc | -127 | -19.4% | $53.62K | 0.659% |
| GLD Spdr Gold Trust | -136 | -16.9% | $51.79K | 0.752% |
| XOM ExxonMobil Holdings Corp | -164 | -10.4% | $26.69K | 0.68% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| ARCC Ares Capital Corp | +11.2K | $213.08K | 0.629% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 49.3K | $16.42M | 48.44% | -211 | -0.4% | Reduced | 0% |
| 2 | TSLA Tesla, Inc. | Consumer Discretionary | 6,356 | $2.26M | 6.65% | -60 | -0.9% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 6,953 | $1.59M | 4.68% | +486 | +7.5% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 2,777 | $1.42M | 4.2% | +137 | +5.2% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 3,182 | $1.10M | 3.23% | +48 | +1.5% | Added | 0% |
| 6 | COST Costco Wholesale Corp | Consumer Staples | 1,082 | $985.13K | 2.91% | -145 | -11.8% | Reduced | 0% |
| 7 | ALL Allstate Corp | Financial Services | 4,166 | $924.27K | 2.73% | 0 | 0.0% | Unchanged | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 3,462 | $862.59K | 2.54% | +204 | +6.3% | Added | 0% |
| 9 | KEYS Keysight Technologies, Inc. | Technology | 1,676 | $610.20K | 1.8% | 0 | 0.0% | Unchanged | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 2,013 | $526.58K | 1.55% | +10 | +0.5% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 1,478 | $519.19K | 1.53% | +149 | +11.2% | Added | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 1,436 | $489.44K | 1.44% | 0 | 0.0% | Unchanged | 0% |
| 13 | PLTR Palantir Technologies Inc. | Technology | 2,585 | $483.52K | 1.43% | +128 | +5.2% | Added | 0% |
| 14 | META Meta Platforms, Inc. | Technology | 582 | $422.24K | 1.25% | +27 | +4.9% | Added | 0% |
| 15 | DELL Dell Technologies Inc. | Technology | 707 | $380.18K | 1.12% | -2 | -0.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Chris Bulman.
As of its Q3 2026 13F filing, Chris Bulman Inc’s five largest positions were Apple Inc. (AAPL) at 48.4%, Tesla, Inc. (TSLA) at 6.7%, Nvidia Corp (NVDA) at 4.7%, Microsoft Corp (MSFT) at 4.2%, Alphabet Inc. (GOOGL) at 3.2% of the reported portfolio.
Chris Bulman Inc reported a 13F portfolio worth $33.90M across 33 positions for Q3 2026. That is up 4.3% from the previous quarter.
Its largest purchases by value were Ares Capital Corp ($213.08K), Nvidia Corp ($111.00K), Microsoft Corp ($70.29K). It opened 1 new positions.
Its largest sales by value were Edison International ($308.26K), Eversource Energy ($285.54K), Cummins Inc ($269.43K). It exited 5 positions entirely.
From the Form 13F-HR reports Chris Bulman Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.