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.

$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