Portfolio (Quarterly)
Guide ↗
Zullo Investment Group, Inc.
· CIK 0001909760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 10,324.0 | $164K | 0.06% | +610.0 | +6.3% | $15.88 | +14.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
48.0%
Financial Services
12.0%
Consumer Cyclical
9.4%
Communication Services
8.7%
Industrials
6.7%
Consumer Defensive
6.0%
Healthcare
5.0%
Energy
2.2%
Utilities
1.3%
Basic Materials
0.8%