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Portfolio (Quarterly) Guide ↗

Zullo Investment Group, Inc.

· CIK 0001909760
13F Portfolio $293M AUM 157 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 19 Added 89 Reduced 13 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 3,253.0 $556K 0.19% NEW $170.86
2 MRVL MARVELL TECHNOLOGY INC Technology 1,726.0 $514K 0.17% NEW $297.95 -25.0%
3 SNDK SANDISK CORP Technology 205.0 $466K 0.16% NEW $2273.73 -23.5%
4 VYM VANGUARD WHITEHALL FDS 2,175.0 $344K 0.12% NEW $158.03 +3.9%
5 WDC WESTERN DIGITAL CORP Technology 450.0 $288K 0.10% NEW $639.00 -26.8%
6 IYW ISHARES TR 1,017.0 $257K 0.09% NEW $252.45 +0.3%
7 JEPI J P MORGAN EXCHANGE TRADED F 4,113.0 $232K 0.08% NEW $56.48 +1.3%
8 GLW CORNING INC Technology 884.0 $226K 0.08% NEW $255.49 -39.6%
9 DE DEERE & CO Industrials 348.0 $221K 0.08% NEW $636.00 +9.0%
10 HONEYWELL AEROSPACE INC 977.0 $216K 0.07% NEW $221.08
11 HONEYWELL INTL INC 957.0 $214K 0.07% NEW $223.90
12 TWLO TWILIO INC Communication Services 1,000.0 $206K 0.07% NEW $206.33 +12.9%

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 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%