Portfolio (Quarterly)
Guide ↗
Zullo Investment Group, Inc.
· CIK 0001909760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 7,385 | $1.3M | 0.48% | SOLD |
| 2 | VTI | VANGUARD INDEX FDS | — | 1,551 | $498K | 0.19% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 2,089 | $472K | 0.18% | SOLD |
| 4 | COF | CAPITAL ONE FINL CORP | Financial Services | 2,405 | $439K | 0.17% | SOLD |
| 5 | ADSK | AUTODESK INC | Technology | 948 | $227K | 0.09% | SOLD |
| 6 | MDT | MEDTRONIC PLC | Healthcare | 2,561 | $222K | 0.08% | SOLD |
| 7 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 1,650 | $216K | 0.08% | SOLD |
| 8 | ADBE | ADOBE INC | Technology | 876 | $213K | 0.08% | SOLD |
| 9 | VDE | VANGUARD WORLD FD | — | 1,205 | $209K | 0.08% | SOLD |
| 10 | CME | CME GROUP INC | Financial Services | 700 | $207K | 0.08% | SOLD |
| 11 | DVN | DEVON ENERGY CORP NEW | Energy | 4,002 | $201K | 0.08% | SOLD |
| 12 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 10,324 | $164K | 0.06% | SOLD |
| 13 | RIG | TRANSOCEAN LTD | Energy | 20,200 | $134K | 0.05% | SOLD |
Sector Allocation
Technology
53.1%
Financial Services
11.3%
Consumer Cyclical
9.0%
Communication Services
7.5%
Industrials
6.1%
Healthcare
4.9%
Consumer Defensive
4.9%
Utilities
1.2%
Energy
1.1%
Basic Materials
0.8%