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Tracy Murray

Chris Bulman Inc

Assets Managed
$273.827M
Holdings
165
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
19.95%(2Q avg: 10.46%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Chris Bulman Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of Chris Bulman Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 273.827M in assets, with a quarterly growth rate of 19.95% and a 2-quarter average growth rate of 10.46%. The portfolio is managed by Tracy Murray, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 21.05%
8.86%
$24.259M
35,322 shares@ $686.8 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 8.63%
6.93%
$18.955M
233,836 shares@ $81.07 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 11.58%
6.85%
$18.754M
25,466 shares@ $736.44 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.76%
5.24%
$14.329M
49,519 shares@ $289.36 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 17.03%
3.24%
$8.871M
91,934 shares@ $96.5 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -0.99%
3.03%
$8.285M
226,813 shares@ $36.54 avg price
PJUN
Innovator U.s. Equity Power
Recent Activity
Increased 12.3%
2.85%
$7.782M
180,016 shares@ $43.24 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 22.56%
2.68%
$7.333M
169,980 shares@ $43.14 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 20.14%
2.48%
$6.791M
214,147 shares@ $31.72 avg price
WCMI
Ft Wcm International Etf
Recent Activity
Increased 6.48%
2.19%
$5.996M
306,389 shares@ $19.57 avg price

1-10 of 165