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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 8 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NRG NRG ENERGY INC Utilities 1,654.0 $242K 0.08% $146.06 -20.2%
142 IVE ISHARES TR 1,024.0 $233K 0.08% $227.06 +4.3%
143 JEPI J P MORGAN EXCHANGE TRADED F 4,113.0 $232K 0.08% NEW $56.48 +1.3%
144 PRIV SSGA ACTIVE TR 9,050.0 $228K 0.08% $25.18 -1.9%
145 NSC NORFOLK SOUTHN CORP Industrials 719.0 $226K 0.08% -123.0 -14.6% $314.59 +5.1%
146 GLW CORNING INC Technology 884.0 $226K 0.08% NEW $255.49 -40.5%
147 KMI KINDER MORGAN INC DEL Energy 6,974.0 $223K 0.08% +246.0 +3.7% $31.97 -1.7%
148 PCY INVESCO EXCH TRADED FD TR II 10,225.0 $221K 0.08% $21.65 -2.9%
149 DE DEERE & CO Industrials 348.0 $221K 0.08% NEW $636.00 +9.6%
150 HONEYWELL AEROSPACE INC 977.0 $216K 0.07% NEW $221.08
151 HONEYWELL INTL INC 957.0 $214K 0.07% NEW $223.90
152 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,951.0 $214K 0.07% -300.0 -13.3% $109.80 -2.9%
153 TWLO TWILIO INC Communication Services 1,000.0 $206K 0.07% NEW $206.33 +14.2%
154 CMCSA COMCAST CORP NEW Communication Services 8,289.0 $203K 0.07% -163.0 -1.9% $24.55 +7.7%
155 VGM INVESCO TR INVT GRADE MUNS Financial Services 13,500.0 $143K 0.05% $10.60 -5.1%
156 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10,560.0 $99K 0.03% -780.0 -6.9% $9.39 +31.9%
157 SATL SATELLOGIC INC Technology 12,090.0 $69K 0.02% +1K +9.8% $5.72 -18.8%
Page 8 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%