Portfolio (Quarterly)
Guide ↗
Zullo Investment Group, Inc.
· CIK 0001909760| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | NFLX | NETFLIX INC | Communication Services | 27,642.0 | $2.6M | 0.95% | NEW | — | $93.76 | -21.3% |
| 22 | V | VISA INC | Financial Services | 7,329.0 | $2.6M | 0.94% | NEW | — | $350.77 | -4.1% |
| 23 | XLU | SELECT SECTOR SPDR TR | — | 60,213.0 | $2.6M | 0.94% | NEW | — | $42.69 | +8.2% |
| 24 | AVGO | BROADCOM INC | Technology | 7,282.0 | $2.5M | 0.92% | NEW | — | $346.12 | +5.5% |
| 25 | VOO | VANGUARD INDEX FDS | — | 3,990.0 | $2.5M | 0.92% | NEW | — | $627.13 | +6.8% |
| 26 | — | BERKSHIRE HATHAWAY INC DEL | — | 4,719.0 | $2.4M | 0.87% | NEW | — | $502.72 | — |
| 27 | AMD | ADVANCED MICRO DEVICES INC | Technology | 10,839.0 | $2.3M | 0.85% | NEW | — | $214.16 | +143.5% |
| 28 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 2,612.0 | $2.3M | 0.84% | NEW | — | $879.37 | +15.9% |
| 29 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 14,970.0 | $2.1M | 0.79% | NEW | — | $143.31 | +4.0% |
| 30 | IVV | ISHARES TR | — | 3,005.0 | $2.1M | 0.75% | NEW | — | $684.96 | +7.0% |
| 31 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 4,345.0 | $2.0M | 0.74% | NEW | — | $468.76 | +49.6% |
| 32 | MCD | MCDONALDS CORP | Consumer Cyclical | 6,506.0 | $2.0M | 0.73% | NEW | — | $305.67 | -11.7% |
| 33 | XLB | SELECT SECTOR SPDR TR | — | 43,816.0 | $2.0M | 0.73% | NEW | — | $45.35 | +13.8% |
| 34 | SCHW | SCHWAB CHARLES CORP | Financial Services | 19,328.0 | $1.9M | 0.71% | NEW | — | $99.92 | -9.3% |
| 35 | MS | MORGAN STANLEY | Financial Services | 10,564.0 | $1.9M | 0.69% | NEW | — | $177.53 | +19.4% |
| 36 | VGT | VANGUARD WORLD FD | — | 2,468.0 | $1.9M | 0.68% | NEW | — | $753.78 | -84.9% |
| 37 | LLY | ELI LILLY & CO | Healthcare | 1,714.0 | $1.8M | 0.67% | NEW | — | $1075.13 | +12.4% |
| 38 | PTY | PIMCO CORPORATE & INCOME OPP | Financial Services | 140,028.0 | $1.8M | 0.66% | NEW | — | $12.90 | -7.8% |
| 39 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 43,810.0 | $1.8M | 0.65% | NEW | — | $40.73 | +14.3% |
| 40 | XLP | SELECT SECTOR SPDR TR | — | 22,959.0 | $1.8M | 0.65% | NEW | — | $77.68 | +9.0% |
① 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
49.1%
Financial Services
12.1%
Communication Services
11.2%
Consumer Cyclical
9.6%
Industrials
5.6%
Consumer Defensive
5.0%
Healthcare
4.6%
Energy
1.2%
Utilities
1.0%
Basic Materials
0.6%