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Portfolio (Quarterly) Guide ↗

Zullo Investment Group, Inc.

· CIK 0001909760
13F Portfolio $264M AUM 158 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 61 Added 43 Reduced 8 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MDT MEDTRONIC PLC Healthcare 2,561.0 $222K 0.08% -27.0 -1.0% $86.65 -6.5%
42 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,251.0 $217K 0.08% -198.0 -8.1% $96.47 +13.4%
43 ADBE ADOBE INC Technology 876.0 $213K 0.08% -40.0 -4.4% $243.08 -16.6%
Page 3 of 3  ·  43 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 46.8%
Financial Services 11.7%
Communication Services 11.0%
Consumer Cyclical 9.1%
Industrials 6.5%
Consumer Defensive 5.9%
Healthcare 4.8%
Energy 2.2%
Utilities 1.2%
Basic Materials 0.8%