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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 4 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 4,320.0 $953K 0.33% -98.0 -2.2% $220.51 -7.3%
62 PLTR PALANTIR TECHNOLOGIES INC Technology 7,986.0 $932K 0.32% +233.0 +3.0% $116.67 +49.4%
63 XLSR SSGA ACTIVE TR 13,806.0 $895K 0.31% $64.86 +2.2%
64 RTX RTX CORPORATION Industrials 4,714.0 $894K 0.30% $189.73 +5.8%
65 QQQ INVESCO QQQ TR Financial Services 1,205.0 $888K 0.30% $736.97 -2.4%
66 FCX FREEPORT MCMORAN INC Basic Materials 14,070.0 $885K 0.30% -356.0 -2.5% $62.89 +15.6%
67 LMT LOCKHEED MARTIN CORP Industrials 1,699.0 $866K 0.29% -75.0 -4.2% $509.68 +3.1%
68 UBER UBER TECHNOLOGIES INC Technology 11,978.0 $864K 0.29% -2K -11.8% $72.16 +5.0%
69 PEP PEPSICO INC Consumer Defensive 6,163.0 $835K 0.28% -914.0 -12.9% $135.41 +1.6%
70 PRU PRUDENTIAL FINL INC Financial Services 7,648.0 $825K 0.28% -894.0 -10.5% $107.93 +13.1%
71 NEE NEXTERA ENERGY INC Utilities 9,262.0 $813K 0.28% $87.78 -5.0%
72 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,004.0 $750K 0.26% -6.0 -0.6% $746.77 +3.1%
73 BAC BANK OF AMER CORP Financial Services 12,982.0 $740K 0.25% -3K -18.7% $56.98 +10.0%
74 KO COCA COLA CO Consumer Defensive 9,041.0 $735K 0.25% -77.0 -0.8% $81.27 +8.4%
75 C CITIGROUP INC Financial Services 5,224.0 $731K 0.25% -77.0 -1.4% $139.97 -1.6%
76 PANW PALO ALTO NETWORKS INC Technology 2,119.0 $723K 0.25% +23.0 +1.1% $341.02 -2.3%
77 INTC INTEL CORP Technology 5,130.0 $716K 0.24% -2K -23.6% $139.65 -31.4%
78 ITOT ISHARES TR 4,360.0 $716K 0.24% $164.28 +2.7%
79 TGT TARGET CORP Consumer Defensive 5,453.0 $712K 0.24% +89.0 +1.7% $130.63 +25.9%
80 ARM ARM HOLDINGS PLC Technology 2,004.0 $711K 0.24% +26.0 +1.3% $354.57 -28.9%
Page 4 of 8  ·  157 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%