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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 6 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC Healthcare 1,210.0 $426K 0.16% $352.12 +1.8%
102 PSX PHILLIPS 66 Energy 2,332.0 $425K 0.16% +24.0 +1.0% $182.25 -5.8%
103 IWM ISHARES TR 1,653.0 $410K 0.16% -74.0 -4.3% $248.05 +20.1%
104 RDVY FIRST TR EXCHANGE TRADED FD 5,870.0 $401K 0.15% $68.29 +16.1%
105 ABT ABBOTT LABORATORIES Healthcare 3,764.0 $386K 0.15% -126.0 -3.2% $102.67 -8.3%
106 PNC PNC FINL SVCS GROUP INC Financial Services 1,827.0 $380K 0.14% $208.10 +17.7%
107 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,841.0 $374K 0.14% -44.0 -2.3% $203.19 +10.0%
108 NUE NUCOR CORP Basic Materials 2,191.0 $371K 0.14% +54.0 +2.5% $169.14 +41.8%
109 ORCL ORACLE CORP Technology 2,428.0 $357K 0.14% +62.0 +2.6% $147.14 +1.0%
110 SMH VANECK ETF TRUST 910.0 $349K 0.13% -33.0 -3.5% $383.62 +59.4%
111 VLO VALERO ENERGY CORP Energy 1,390.0 $344K 0.13% +44.0 +3.3% $247.25 +4.9%
112 ALL ALLSTATE CORP Financial Services 1,645.0 $341K 0.13% $207.34 +15.6%
113 CB CHUBB LTD SWITZ Financial Services 1,034.0 $337K 0.13% -30.0 -2.8% $325.93 +4.8%
114 PANW PALO ALTO NETWORKS INC Technology 2,096.0 $336K 0.13% -60.0 -2.8% $160.32 +89.7%
115 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,142.0 $332K 0.13% $290.65 -4.4%
116 BLK BLACKROCK INC Financial Services 337.0 $324K 0.12% -16.0 -4.5% $961.71 +0.3%
117 IVW ISHARES TR 2,791.0 $316K 0.12% $113.11 +17.2%
118 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,871.0 $315K 0.12% $64.62 +36.1%
119 AFL AFLAC INC Financial Services 2,821.0 $309K 0.12% $109.71 +9.5%
120 SBUX STARBUCKS CORP Consumer Cyclical 3,444.0 $309K 0.12% -268.0 -7.2% $89.60 +16.7%
Page 6 of 8  ·  158 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%