Chris Bulman Inc 13F annual report
Chris Bulman Inc is an investment fund managing more than $142 billion ran by Aaron Larson. There are currently 235 companies in Mr. Larson’s portfolio. The largest investments include Innovator ETFs Trust and Apple Inc, together worth $47.8 billion.
Limited to 30 biggest holdings
$142 billion Assets Under Management (AUM)
As of 30th July 2024, Chris Bulman Inc’s top holding is 1,067,898 shares of Innovator ETFs Trust currently worth over $38 billion and making up 26.8% of the portfolio value.
Relative to the number of outstanding shares of Innovator ETFs Trust, Chris Bulman Inc owns less than 0.2% of the company.
In addition, the fund holds 46,895 shares of Apple Inc worth $9.88 billion, whose value grew 10.5% in the past six months.
The third-largest holding is First Tr Exchng Traded Fd Vi worth $18.5 billion and the next is Vanguard Specialized Funds worth $7.04 billion, with 38,573 shares owned.
Currently, Chris Bulman Inc's portfolio is worth at least $142 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Chris Bulman Inc
The Chris Bulman Inc office and employees reside in Roseville, California. According to the last 13-F report filed with the SEC, Aaron Larson serves as the Sr. Compliance Officer at Chris Bulman Inc.
Recent trades
In the most recent 13F filing, Chris Bulman Inc revealed that it had opened a new position in Innovator ETFs Trust and bought 1,067,898 shares worth $38 billion.
One of the smallest hedge funds
The two most similar investment funds to Chris Bulman Inc are True Vision Mn and Clarus. They manage $142 billion and $142 billion respectively.
Aaron Larson investment strategy
Chris Bulman Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 29.0% of
the total portfolio value.
The fund focuses on investments in the United States as
49.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only 1.3% of the portfolio.
The average market cap of the portfolio companies is close to $134 billion.
The complete list of Chris Bulman Inc trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Innovator ETFs Trust |
Opened
1,067,898
|
$37,970,622,000 | 26.80% |
| Apple Inc |
Opened
46,895
|
$9,876,986,000 | 6.97% |
| First Tr Exchng Traded Fd Vi |
Opened
638,480
|
$18,491,654,000 | 13.05% |
| Vanguard Specialized Funds |
Opened
38,573
|
$7,041,513,000 | 4.97% |
| Vanguard Index Fds |
Opened
67,079
|
$15,345,291,000 | 10.83% |
| Ishares Tr |
Opened
118,580
|
$9,945,914,000 | 7.02% |
| VanEck ETF Trust |
Opened
36,456
|
$3,157,492,000 | 2.23% |
| Proshares Tr |
Opened
24,599
|
$2,362,430,000 | 1.67% |
| Vanguard Tax-managed Fds |
Opened
44,610
|
$2,204,646,000 | 1.56% |
| Janus Detroit Str Tr |
Opened
51,163
|
$2,539,520,000 | 1.79% |
| Spdr Ser Tr |
Opened
50,816
|
$3,226,794,000 | 2.28% |
| Costco Whsl Corp New |
Opened
1,815
|
$1,543,126,000 | 1.09% |
| NVIDIA Corp |
Opened
9,739
|
$1,203,141,000 | 0.85% |
| Microsoft Corporation |
Opened
2,470
|
$1,103,903,000 | 0.78% |
| Fidelity Merrimack Str Tr |
Opened
22,094
|
$992,688,000 | 0.70% |
| Intuit Inc |
Opened
1,503
|
$987,787,000 | 0.70% |
| Northern Lts Fd Tr Iv |
Opened
116,655
|
$3,363,370,000 | 2.37% |
| Tesla Inc |
Opened
3,595
|
$711,290,000 | 0.50% |
| Allstate Corp (The) |
Opened
4,166
|
$665,144,000 | 0.47% |
| Honeywell International Inc |
Opened
2,921
|
$623,817,000 | 0.44% |
| Vanguard World Fd |
Opened
3,346
|
$795,047,000 | 0.56% |
| Union Pac Corp |
Opened
2,211
|
$500,297,000 | 0.35% |
| Waste Connections Inc |
Opened
2,840
|
$498,087,000 | 0.35% |
| Spdr Sp 500 Etf Tr |
Opened
865
|
$470,750,000 | 0.33% |
| Invesco Exch Traded Fd Tr Ii |
Opened
39,193
|
$1,431,952,000 | 1.01% |
| Abbvie Inc |
Opened
2,449
|
$419,975,000 | 0.30% |
| Invesco Exch Trd Slf Idx Fd |
Opened
78,919
|
$1,619,607,000 | 1.14% |
| Johnson Johnson |
Opened
2,106
|
$307,766,000 | 0.22% |
| Spdr Index Shs Fds |
Opened
15,662
|
$569,377,000 | 0.40% |
| Cummins Inc. |
Opened
998
|
$276,330,000 | 0.20% |
| Walmart Inc |
Opened
4,031
|
$272,970,000 | 0.19% |
| Amazon.com Inc. |
Opened
1,385
|
$267,599,000 | 0.19% |
| Jacobs Solutions Inc |
Opened
1,769
|
$247,147,000 | 0.17% |
| Eli Lilly Co |
Opened
271
|
$245,556,000 | 0.17% |
| Meta Platforms Inc |
Opened
475
|
$239,505,000 | 0.17% |
| Keysight Technologies Inc |
Opened
1,735
|
$237,286,000 | 0.17% |
| Select Sector Spdr Tr |
Opened
1,522
|
$221,321,000 | 0.16% |
| Blackstone Inc |
Opened
1,554
|
$192,357,000 | 0.14% |
| Salesforce Inc |
Opened
722
|
$185,626,000 | 0.13% |
| Berkshire Hathaway Inc. |
Opened
433
|
$176,145,000 | 0.12% |
| J P Morgan Exchange Traded F |
Opened
3,743
|
$209,383,000 | 0.15% |
| American Express Co. |
Opened
688
|
$159,415,000 | 0.11% |
| Fedex Corp |
Opened
510
|
$152,978,000 | 0.11% |
| Vanguard Mun Bd Fds |
Opened
3,046
|
$152,635,000 | 0.11% |
| Blackrock Etf Trust Ii |
Opened
3,083
|
$160,199,000 | 0.11% |
| Abbott Labs |
Opened
1,371
|
$142,499,000 | 0.10% |
| United Parcel Service, Inc. |
Opened
1,041
|
$142,458,000 | 0.10% |
| Bank New York Mellon Corp |
Opened
2,329
|
$139,470,000 | 0.10% |
| Alphabet Inc |
Opened
824
|
$150,177,000 | 0.11% |
| Bank America Corp |
Opened
3,472
|
$138,084,000 | 0.10% |
| Jpmorgan Chase Co. |
Opened
682
|
$137,859,000 | 0.10% |
| Boeing Co. |
Opened
754
|
$137,235,000 | 0.10% |
| Att Inc |
Opened
6,877
|
$131,422,000 | 0.09% |
| DuPont de Nemours Inc |
Opened
1,616
|
$130,067,000 | 0.09% |
| General Mtrs Co |
Opened
2,736
|
$127,108,000 | 0.09% |
| Fidelity Natl Information Sv |
Opened
1,660
|
$125,093,000 | 0.09% |
| Equifax, Inc. |
Opened
513
|
$124,399,000 | 0.09% |
| Trade Desk Inc |
Opened
1,269
|
$123,944,000 | 0.09% |
| Lowes Cos Inc |
Opened
559
|
$123,183,000 | 0.09% |
| Ishares Inc |
Opened
3,021
|
$170,741,000 | 0.12% |
| CME Group Inc |
Opened
593
|
$116,649,000 | 0.08% |
| Uber Technologies Inc |
Opened
1,571
|
$114,181,000 | 0.08% |
| Gilead Sciences, Inc. |
Opened
1,658
|
$113,795,000 | 0.08% |
| Mcdonalds Corp |
Opened
438
|
$111,621,000 | 0.08% |
| Comcast Corp New |
Opened
2,762
|
$108,159,000 | 0.08% |
| Verizon Communications Inc |
Opened
2,388
|
$98,472,000 | 0.07% |
| Global X Fds |
Opened
7,239
|
$176,963,000 | 0.12% |
| Merck Co Inc |
Opened
731
|
$90,488,000 | 0.06% |
| American Elec Pwr Co Inc |
Opened
1,029
|
$90,293,000 | 0.06% |
| HP Inc |
Opened
2,516
|
$88,120,000 | 0.06% |
| Palo Alto Networks Inc |
Opened
258
|
$87,464,000 | 0.06% |
| Exxon Mobil Corp. |
Opened
760
|
$87,451,000 | 0.06% |
| Ark Etf Tr |
Opened
6,153
|
$236,728,000 | 0.17% |
| Kimberly-Clark Corp. |
Opened
616
|
$85,176,000 | 0.06% |
| Conagra Brands Inc |
Opened
2,978
|
$84,625,000 | 0.06% |
| International Paper Co. |
Opened
1,933
|
$83,396,000 | 0.06% |
| Energy Transfer L P |
Opened
5,116
|
$82,982,000 | 0.06% |
| Kinder Morgan Inc |
Opened
4,157
|
$82,594,000 | 0.06% |
| Occidental Pete Corp |
Opened
1,303
|
$82,147,000 | 0.06% |
| Unitedhealth Group Inc |
Opened
161
|
$81,991,000 | 0.06% |
| Disney Walt Co |
Opened
822
|
$81,649,000 | 0.06% |
| Advanced Micro Devices Inc. |
Opened
500
|
$81,105,000 | 0.06% |
| NiSource Inc |
Opened
2,808
|
$80,903,000 | 0.06% |
| 3M Co. |
Opened
784
|
$80,117,000 | 0.06% |
| Duke Energy Corp. |
Opened
795
|
$79,673,000 | 0.06% |
| Entergy Corp. |
Opened
740
|
$79,168,000 | 0.06% |
| Healthpeak Properties Inc. |
Opened
4,026
|
$78,919,000 | 0.06% |
| Prudential Finl Inc |
Opened
672
|
$78,740,000 | 0.06% |
| Truist Finl Corp |
Opened
2,019
|
$78,445,000 | 0.06% |
| Price T Rowe Group Inc |
Opened
675
|
$77,809,000 | 0.05% |
| Ford Mtr Co Del |
Opened
6,179
|
$77,483,000 | 0.05% |
| Dominion Energy Inc |
Opened
1,581
|
$77,445,000 | 0.05% |
| Kellanova Co |
Opened
1,340
|
$77,265,000 | 0.05% |
| Edison Intl |
Opened
1,075
|
$77,173,000 | 0.05% |
| Huntington Bancshares, Inc. |
Opened
5,809
|
$76,558,000 | 0.05% |
| Realty Income Corp. |
Opened
1,447
|
$76,404,000 | 0.05% |
| Smucker J M Co |
Opened
700
|
$76,328,000 | 0.05% |
| Chevron Corp. |
Opened
485
|
$75,929,000 | 0.05% |
| Hershey Company |
Opened
406
|
$74,635,000 | 0.05% |
| Crown Castle Inc |
Opened
757
|
$73,987,000 | 0.05% |
| WEC Energy Group Inc |
Opened
942
|
$73,918,000 | 0.05% |
| FMC Corp. |
Opened
1,277
|
$73,492,000 | 0.05% |
| Us Bancorp Del |
Opened
1,848
|
$73,372,000 | 0.05% |
| Dow Inc |
Opened
1,371
|
$72,728,000 | 0.05% |
| Blackrock Etf Trust |
Opened
1,529
|
$71,771,000 | 0.05% |
| Novo-nordisk A S |
Opened
500
|
$71,370,000 | 0.05% |
| Patterson Cos Inc |
Opened
2,932
|
$70,720,000 | 0.05% |
| RTX Corp |
Opened
687
|
$69,008,000 | 0.05% |
| GE Aerospace |
Opened
428
|
$68,089,000 | 0.05% |
| Procter And Gamble Co |
Opened
410
|
$67,541,000 | 0.05% |
| ServiceNow Inc |
Opened
85
|
$66,867,000 | 0.05% |
| General Dynamics Corp. |
Opened
229
|
$66,457,000 | 0.05% |
| Invesco Exchange Traded Fd T |
Opened
388
|
$63,741,000 | 0.04% |
| Lockheed Martin Corp. |
Opened
132
|
$61,658,000 | 0.04% |
| NextEra Energy Inc |
Opened
811
|
$57,411,000 | 0.04% |
| Constellation Brands, Inc. |
Opened
211
|
$54,307,000 | 0.04% |
| Becton Dickinson Co |
Opened
230
|
$53,776,000 | 0.04% |
| Novartis AG |
Opened
500
|
$53,230,000 | 0.04% |
| Broadcom Inc |
Opened
33
|
$52,982,000 | 0.04% |
| Powershares Actively Managed |
Opened
1,099
|
$50,950,000 | 0.04% |
| Nike, Inc. |
Opened
671
|
$50,573,000 | 0.04% |
| Bristol-Myers Squibb Co. |
Opened
1,156
|
$48,008,000 | 0.03% |
| Direxion Shs Etf Tr |
Opened
4,893
|
$46,239,000 | 0.03% |
| CVS Health Corp |
Opened
776
|
$45,853,000 | 0.03% |
| Spdr Dow Jones Indl Average |
Opened
114
|
$44,589,000 | 0.03% |
| Baxter International Inc. |
Opened
1,308
|
$43,737,000 | 0.03% |
| First Tr Exchange-traded Fd |
Opened
1,808
|
$88,110,000 | 0.06% |
| Ishares Gold Tr |
Opened
969
|
$42,569,000 | 0.03% |
| Carrier Global Corporation |
Opened
651
|
$41,049,000 | 0.03% |
| Canadian Pacific Kansas City |
Opened
440
|
$34,641,000 | 0.02% |
| Centene Corp. |
Opened
500
|
$33,150,000 | 0.02% |
| Spdr Sp Midcap 400 Etf Tr |
Opened
57
|
$30,500,000 | 0.02% |
| Floor Decor Hldgs Inc |
Opened
302
|
$30,022,000 | 0.02% |
| Synopsys, Inc. |
Opened
50
|
$29,753,000 | 0.02% |
| SJW Group |
Opened
548
|
$29,713,000 | 0.02% |
| Spdr Gold Tr |
Opened
135
|
$29,026,000 | 0.02% |
| Vanguard Whitehall Fds |
Opened
218
|
$25,855,000 | 0.02% |
| Vanguard Charlotte Fds |
Opened
511
|
$24,857,000 | 0.02% |
| Netflix Inc. |
Opened
33
|
$22,271,000 | 0.02% |
| Pfizer Inc. |
Opened
795
|
$22,258,000 | 0.02% |
| Rockwell Automation Inc |
Opened
80
|
$22,022,000 | 0.02% |
| Enterprise Prods Partners L |
Opened
743
|
$21,532,000 | 0.02% |
| Vanguard Intl Equity Index F |
Opened
487
|
$21,311,000 | 0.02% |
| Intel Corp. |
Opened
634
|
$19,621,000 | 0.01% |
| Accenture Plc Ireland |
Opened
60
|
$18,205,000 | 0.01% |
| Vanguard Bd Index Fds |
Opened
252
|
$18,162,000 | 0.01% |
| Ge Vernova Inc |
Opened
105
|
$18,009,000 | 0.01% |
| Zoetis Inc |
Opened
100
|
$17,336,000 | 0.01% |
| Coca-Cola Co |
Opened
267
|
$16,995,000 | 0.01% |
| Waste Mgmt Inc Del |
Opened
77
|
$16,427,000 | 0.01% |
| Exchange Traded Concepts Tru |
Opened
341
|
$15,357,000 | 0.01% |
| Devon Energy Corp. |
Opened
322
|
$15,263,000 | 0.01% |
| Qualcomm, Inc. |
Opened
75
|
$14,939,000 | 0.01% |
| Cisco Sys Inc |
Opened
300
|
$14,253,000 | 0.01% |
| Pepsico Inc |
Opened
80
|
$13,194,000 | 0.01% |
| Visa Inc |
Opened
50
|
$13,124,000 | 0.01% |
| Fidelity Wise Origin Bitcoin |
Opened
250
|
$13,115,000 | 0.01% |
| Home Depot, Inc. |
Opened
35
|
$12,048,000 | 0.01% |
| Zoom Video Communications In |
Opened
200
|
$11,838,000 | 0.01% |
| Wisdomtree Tr |
Opened
290
|
$11,129,000 | 0.01% |
| Sempra |
Opened
146
|
$11,105,000 | 0.01% |
| Valero Energy Corp. |
Opened
70
|
$10,973,000 | 0.01% |
| Ge Healthcare Technologies I |
Opened
140
|
$10,930,000 | 0.01% |
| Ross Stores, Inc. |
Opened
72
|
$10,463,000 | 0.01% |
| Bhp Group Ltd |
Opened
181
|
$10,342,000 | 0.01% |
| BP plc |
Opened
279
|
$10,089,000 | 0.01% |
| Edwards Lifesciences Corp |
Opened
109
|
$10,068,000 | 0.01% |
| Idexx Labs Inc |
Opened
20
|
$9,744,000 | 0.01% |
| Vanguard Scottsdale Fds |
Opened
154
|
$8,967,000 | 0.01% |
| Crowdstrike Holdings Inc |
Opened
23
|
$8,813,000 | 0.01% |
| Series Portfolios Tr |
Opened
324
|
$8,729,000 | 0.01% |
| Adobe Inc |
Opened
15
|
$8,333,000 | 0.01% |
| Thermo Fisher Scientific Inc. |
Opened
15
|
$8,295,000 | 0.01% |
| Factset Resh Sys Inc |
Opened
20
|
$8,165,000 | 0.01% |
| Airbnb, Inc. |
Opened
50
|
$7,581,000 | 0.01% |
| Arcus Biosciences Inc |
Opened
464
|
$7,067,000 | 0.00% |
| Workday Inc |
Opened
31
|
$6,930,000 | 0.00% |
| First Tr Exch Traded Fd Iii |
Opened
132
|
$6,537,000 | 0.00% |
| Schwab Strategic Tr |
Opened
136
|
$6,453,000 | 0.00% |
| Oracle Corp. |
Opened
38
|
$5,366,000 | 0.00% |
| Arista Networks Inc |
Opened
15
|
$5,257,000 | 0.00% |
| Conocophillips |
Opened
43
|
$4,917,000 | 0.00% |
| MetLife, Inc. |
Opened
60
|
$4,211,000 | 0.00% |
| Roblox Corporation |
Opened
100
|
$3,721,000 | 0.00% |
| BioNTech SE |
Opened
45
|
$3,616,000 | 0.00% |
| Warner Bros.Discovery Inc |
Opened
476
|
$3,542,000 | 0.00% |
| Mastercard Incorporated |
Opened
7
|
$3,088,000 | 0.00% |
| First Tr Exchange Trad Fd Vi |
Opened
116
|
$2,774,000 | 0.00% |
| First Tr Sr Fltg Rate Income |
Opened
250
|
$2,520,000 | 0.00% |
| Tyler Technologies, Inc. |
Opened
5
|
$2,514,000 | 0.00% |
| BlackBerry Ltd |
Opened
1,005
|
$2,494,000 | 0.00% |
| Franklin Templeton Etf Tr |
Opened
40
|
$2,154,000 | 0.00% |
| Arm Holdings Plc |
Opened
13
|
$2,127,000 | 0.00% |
| Wells Fargo Co New |
Opened
34
|
$2,035,000 | 0.00% |
| Amc Entmt Hldgs Inc |
Opened
375
|
$1,868,000 | 0.00% |
| Tjx Cos Inc New |
Opened
16
|
$1,762,000 | 0.00% |
| First Majestic Silver Corporation |
Opened
287
|
$1,699,000 | 0.00% |
| Dell Technologies Inc |
Opened
12
|
$1,655,000 | 0.00% |
| Otis Worldwide Corporation |
Opened
15
|
$1,444,000 | 0.00% |
| Garrett Motion Inc |
Opened
153
|
$1,314,000 | 0.00% |
| Xylem Inc |
Opened
8
|
$1,085,000 | 0.00% |
| Woodside Energy Group Ltd |
Opened
56
|
$1,053,000 | 0.00% |
| Lucid Group, Inc. |
Opened
400
|
$1,044,000 | 0.00% |
| Pge Corp |
Opened
59
|
$1,030,000 | 0.00% |
| GSK Plc |
Opened
26
|
$1,001,000 | 0.00% |
| AGCO Corp. |
Opened
10
|
$979,000 | 0.00% |
| Sherwin-Williams Co. |
Opened
3
|
$895,000 | 0.00% |
| TREX Co., Inc. |
Opened
11
|
$815,000 | 0.00% |
| Ecolab, Inc. |
Opened
3
|
$714,000 | 0.00% |
| Twilio Inc |
Opened
11
|
$625,000 | 0.00% |
| AMGEN Inc. |
Opened
2
|
$625,000 | 0.00% |
| Palantir Technologies Inc. |
Opened
17
|
$422,000 | 0.00% |
| Citigroup Inc |
Opened
6
|
$381,000 | 0.00% |
| Iron Mtn Inc Del |
Opened
4
|
$358,000 | 0.00% |
| Old Rep Intl Corp |
Opened
11
|
$340,000 | 0.00% |
| Eastman Chem Co |
Opened
3
|
$294,000 | 0.00% |
| PayPal Holdings Inc |
Opened
5
|
$290,000 | 0.00% |
| Clorox Co. |
Opened
2
|
$273,000 | 0.00% |
| Haleon Plc |
Opened
33
|
$273,000 | 0.00% |
| Viatris Inc. |
Opened
24
|
$255,000 | 0.00% |
| Fiverr Intl Ltd |
Opened
10
|
$234,000 | 0.00% |
| Darling Ingredients Inc |
Opened
6
|
$221,000 | 0.00% |
| Lauder Estee Cos Inc |
Opened
2
|
$213,000 | 0.00% |
| Walgreens Boots Alliance Inc |
Opened
15
|
$181,000 | 0.00% |
| Nokia Corp |
Opened
46
|
$174,000 | 0.00% |
| Ltc Pptys Inc |
Opened
5
|
$173,000 | 0.00% |
| Tilray Brands Inc |
Opened
81
|
$134,000 | 0.00% |
| JD.com Inc |
Opened
5
|
$129,000 | 0.00% |
| Clover Health Investments Corp |
Opened
100
|
$123,000 | 0.00% |
| Snap Inc |
Opened
7
|
$109,000 | 0.00% |
| Fate Therapeutics Inc |
Opened
10
|
$33,000 | 0.00% |
| Ocugen Inc |
Opened
13
|
$20,000 | 0.00% |
| SNDL Inc |
Opened
10
|
$19,000 | 0.00% |
| Gamestop Corp New |
No change
0
|
$9,000 | 0.00% |
| Cenntro Inc |
Opened
1
|
$1,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 235 holdings | |||
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