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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
Page 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLU SELECT SECTOR SPDR TR 59,660.0 $2.7M 0.92% -3K -4.3% $45.34 -5.0%
22 GS GOLDMAN SACHS GROUP INC Financial Services 2,436.0 $2.5M 0.84% -196.0 -7.5% $1011.69 +2.7%
23 BERKSHIRE HATHAWAY INC DEL 4,633.0 $2.3M 0.79% -104.0 -2.2% $500.46
24 IVV ISHARES TR 3,000.0 $2.2M 0.77% -29.0 -1.0% $748.96 +3.3%
25 MS MORGAN STANLEY Financial Services 10,526.0 $2.2M 0.75% -184.0 -1.7% $209.04 +4.1%
26 XLB SELECT SECTOR SPDR TR 43,136.0 $2.2M 0.75% -2K -5.0% $50.83 +3.2%
27 PG PROCTER & GAMBLE CO Consumer Defensive 14,473.0 $2.1M 0.72% -2K -11.2% $146.65 -0.1%
28 XLP SELECT SECTOR SPDR TR 23,410.0 $1.9M 0.66% -764.0 -3.2% $83.07 +1.8%
29 CSCO CISCO SYS INC Technology 15,860.0 $1.9M 0.64% -1K -6.0% $117.46 -7.0%
30 FDX FEDEX CORP Industrials 5,800.0 $1.8M 0.62% -153.0 -2.6% $313.16 +3.0%
31 MCD MCDONALDS CORP Consumer Cyclical 6,532.0 $1.8M 0.60% -213.0 -3.2% $270.32 -5.4%
32 VZ VERIZON COMMUNICATIONS INC Communication Services 41,352.0 $1.8M 0.60% -1K -3.1% $42.34 +18.4%
33 UPS UNITED PARCEL SVCS INC Industrials 15,505.0 $1.7M 0.57% -119.0 -0.8% $107.51 -4.8%
34 SCHW SCHWAB CHARLES CORP Financial Services 17,802.0 $1.6M 0.56% -1K -5.3% $92.27 +18.4%
35 UNH UNITEDHEALTH GROUP INC Healthcare 3,712.0 $1.5M 0.53% -31.0 -0.8% $415.73 -4.5%
36 PTY PIMCO CORPORATE & INCOME OPP Financial Services 119,172.0 $1.4M 0.49% -10K -7.6% $12.03 -2.3%
37 MRK MERCK & CO INC Healthcare 10,396.0 $1.3M 0.46% -726.0 -6.5% $128.51 +17.0%
38 IBM INTERNATIONAL BUSINESS MACHS Technology 4,538.0 $1.3M 0.43% -140.0 -3.0% $281.27 -16.5%
39 QCOM QUALCOMM INC Technology 6,628.0 $1.2M 0.42% -306.0 -4.4% $184.79 -8.7%
40 XLRE SELECT SECTOR SPDR TR 26,041.0 $1.1M 0.39% -2K -7.4% $44.03 -0.2%
Page 2 of 5  ·  89 positions

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%