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Portfolio (Quarterly) Guide ↗

Zullo Investment Group, Inc.

· CIK 0001909760
13F Portfolio $273M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 154 New
Page 8 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PCY INVESCO EXCH TRADED FD TR II 10,248.0 $222K 0.08% NEW $21.66 +0.0%
142 VLO VALERO ENERGY CORP Energy 1,346.0 $219K 0.08% NEW $162.99 +59.1%
143 ARM ARM HOLDINGS PLC Technology 1,975.0 $216K 0.08% NEW $109.31 +205.8%
144 VEA VANGUARD TAX-MANAGED FDS 3,432.0 $214K 0.08% NEW $62.47 +13.0%
145 JCI JOHNSON CTLS INTL PLC Industrials 1,770.0 $212K 0.08% NEW $119.75 +15.6%
146 SLV ISHARES SILVER TR Financial Services 3,270.0 $211K 0.08% NEW $64.42 -17.3%
147 CLX CLOROX CO DEL Consumer Defensive 2,065.0 $208K 0.08% NEW $100.83 -3.3%
148 CL COLGATE PALMOLIVE CO Consumer Defensive 2,623.0 $207K 0.08% NEW $79.02 +16.5%
149 TMO THERMO FISHER SCIENTIFIC INC Healthcare 355.0 $206K 0.07% NEW $580.20 -11.6%
150 IYW ISHARES TR 1,017.0 $203K 0.07% NEW $199.72 +20.0%
151 NWBI NORTHWEST BANCSHARES INC MD Financial Services 16,118.0 $193K 0.07% NEW $12.00 +26.2%
152 VGM INVESCO TR INVT GRADE MUNS Financial Services 13,500.0 $140K 0.05% NEW $10.37 +0.9%
153 GRAB GRAB HOLDINGS LIMITED Technology 11,400.0 $57K 0.02% NEW $4.99 -28.9%
154 PHK PIMCO HIGH INCOME FD Financial Services 10,100.0 $49K 0.02% NEW $4.86 -4.5%
Page 8 of 8  ·  154 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 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%