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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 7 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VRTX VERTEX PHARMACEUTICALS INC Healthcare 660.0 $328K 0.11% $496.73 +9.9%
122 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,095.0 $321K 0.11% -47.0 -4.1% $293.44 +2.7%
123 SBUX STARBUCKS CORP Consumer Cyclical 3,136.0 $320K 0.11% -308.0 -8.9% $102.20 +2.2%
124 AFL AFLAC INC Financial Services 2,721.0 $319K 0.11% -100.0 -3.5% $117.25 -0.0%
125 BLK BLACKROCK INC Financial Services 322.0 $310K 0.11% -15.0 -4.5% $961.56 +16.7%
126 FDBC FIDELITY D & D BANCORP INC Financial Services 5,943.0 $306K 0.10% $51.42 +7.1%
127 ITA ISHARES TR 1,255.0 $304K 0.10% -112.0 -8.2% $242.61 -7.0%
128 PNC PNC FINL SVCS GROUP INC Financial Services 1,211.0 $298K 0.10% -616.0 -33.7% $246.34 -0.3%
129 IEFA ISHARES TR 3,082.0 $298K 0.10% $96.60 +4.6%
130 VIG VANGUARD SPECIALIZED FUNDS 1,250.0 $296K 0.10% +25.0 +2.0% $236.62 +2.3%
131 WDC WESTERN DIGITAL CORP Technology 450.0 $288K 0.10% NEW $639.00 -26.8%
132 IJR ISHARES TR 1,902.0 $282K 0.10% -19.0 -1.0% $148.38 -2.0%
133 SO SOUTHERN CO Utilities 2,913.0 $279K 0.10% $95.73 -8.0%
134 IYW ISHARES TR 1,017.0 $257K 0.09% NEW $252.45 +0.3%
135 SCHO SCHWAB STRATEGIC TR 10,559.0 $255K 0.09% $24.14 -0.5%
136 JCI JOHNSON CONTROLS INTERNATION Industrials 1,706.0 $249K 0.09% $146.11 -0.8%
137 GWW WW GRAINGER INC Industrials 182.0 $249K 0.09% -12.0 -6.2% $1365.82 -3.0%
138 VEA VANGUARD TAX-MANAGED FDS 3,430.0 $244K 0.08% $71.25 +3.5%
139 NWBI NORTHWEST BANCSHARES INC Financial Services 16,118.0 $244K 0.08% $15.16 +3.0%
140 CL COLGATE PALMOLIVE CO Consumer Defensive 2,652.0 $243K 0.08% -20.0 -0.8% $91.69 -3.2%
Page 7 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%