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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ITA ISHARES TR 1,255.0 $304K 0.10% -112.0 -8.2% $242.61 -7.0%
82 PNC PNC FINL SVCS GROUP INC Financial Services 1,211.0 $298K 0.10% -616.0 -33.7% $246.34 -0.3%
83 IJR ISHARES TR 1,902.0 $282K 0.10% -19.0 -1.0% $148.38 -2.0%
84 GWW WW GRAINGER INC Industrials 182.0 $249K 0.09% -12.0 -6.2% $1365.82 -3.0%
85 CL COLGATE PALMOLIVE CO Consumer Defensive 2,652.0 $243K 0.08% -20.0 -0.8% $91.69 -3.2%
86 NSC NORFOLK SOUTHN CORP Industrials 719.0 $226K 0.08% -123.0 -14.6% $314.59 +4.7%
87 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,951.0 $214K 0.07% -300.0 -13.3% $109.80 -4.4%
88 CMCSA COMCAST CORP NEW Communication Services 8,289.0 $203K 0.07% -163.0 -1.9% $24.55 +7.9%
89 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10,560.0 $99K 0.03% -780.0 -6.9% $9.39 +33.1%
Page 5 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%