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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 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VEA VANGUARD TAX-MANAGED FDS 3,438.0 $220K 0.08% $64.08 +10.1%
142 AMAT APPLIED MATLS INC Technology 644.0 $220K 0.08% NEW $341.84 +83.4%
143 QLD PROSHARES TR 3,603.0 $220K 0.08% $61.00 +46.1%
144 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,251.0 $217K 0.08% -198.0 -8.1% $96.47 +13.4%
145 AEP AMERICAN ELEC PWR CO INC Utilities 1,650.0 $216K 0.08% NEW $131.09 +5.8%
146 IVE ISHARES TR 1,024.0 $216K 0.08% NEW $211.15 +7.3%
147 PCY INVESCO EXCH TRADED FD TR II 10,247.0 $214K 0.08% $20.90 +3.7%
148 ADBE ADOBE INC Technology 876.0 $213K 0.08% -40.0 -4.4% $243.08 -16.6%
149 GWW WW GRAINGER INC Industrials 194.0 $212K 0.08% NEW $1094.64 +23.7%
150 VDE VANGUARD WORLD FD 1,205.0 $209K 0.08% NEW $173.04 -12.1%
151 CME CME GROUP INC Financial Services 700.0 $207K 0.08% NEW $295.35 -25.2%
152 NWBI NORTHWEST BANCSHARES INC Financial Services 16,118.0 $205K 0.08% $12.69 +19.3%
153 DVN DEVON ENERGY CORP NEW Energy 4,002.0 $201K 0.08% NEW $50.32 -16.1%
154 SOFI SOFI TECHNOLOGIES INC Financial Services 10,324.0 $164K 0.06% +610.0 +6.3% $15.88 +12.6%
155 RIG TRANSOCEAN LTD Energy 20,200.0 $134K 0.05% NEW $6.63 -22.9%
156 VGM INVESCO TR INVT GRADE MUNS Financial Services 13,500.0 $133K 0.05% $9.87 +6.0%
157 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 11,340.0 $96K 0.04% NEW $8.45 +17.8%
158 SATL SATELLOGIC INC Technology 11,015.0 $60K 0.02% NEW $5.44 -15.1%
Page 8 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%