Zullo Investment Group, Inc. Portfolio Holdings
Q3 2025•151 long positions•$270.2M portfolio value
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Holding158 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $41.2M 15.25% | -$65.7K Sold | 0.001% 161.9K shares | 162.1K → 161.9K −$65.7K | -0.16% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $24.6M 9.1% | -$816.5K Sold | 0.001% 131.8K shares | 136.2K → 131.8K −$816.5K | -3.21% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $17.3M 6.39% | -$8.8K Sold | 0.0% 33.3K shares | 33.3K → 33.3K −$8.8K | -0.05% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $9.8M 3.62% | -$70.5K Sold | 0.001% 13.3K shares | 13.4K → 13.3K −$70.5K | -0.72% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.3M 3.46% | +$48.5K Bought | — 33.2K shares | 33.0K → 33.2K +$48.5K | +0.52% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $9.3M 3.43% | +$5.7K Bought | 0.0% 42.2K shares | 42.2K → 42.2K +$5.7K | +0.06% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $6.5M 2.42% | +$1.9K Bought | 0.001% 20.7K shares | 20.7K → 20.7K +$1.9K | +0.03% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.7M 2.1% | +$52.0K Bought | — 105.2K shares | 104.2K → 105.2K +$52.0K | +0.93% | — — | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $4.9M 1.8% | +$26.2K Bought | 0.0% 10.9K shares | 10.9K → 10.9K +$26.2K | +0.54% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $4.6M 1.71% | +$10.0K Bought | 0.0% 18.9K shares | 18.9K → 18.9K +$10.0K | +0.22% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.5M 1.28% | +$53.9K Bought | — 29.3K shares | 28.8K → 29.3K +$53.9K | +1.58% | — — | Q4 2021 Held for 3y 11m | |
Entertainment Communication Services | $3.3M 1.21% | +$22.8K Bought | 0.001% 2.7K shares | 2.7K → 2.7K +$22.8K | +0.7% | $509.45B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 1.21% | +$58.1K Bought | — 21.1K shares | 20.8K → 21.1K +$58.1K | +1.82% | — — | Q4 2021 Held for 3y 11m | |
Home Improvement Consumer Cyclical | $3.2M 1.18% | -$2.0K Sold | 0.001% 7.8K shares | 7.9K → 7.8K −$2.0K | -0.06% | $403.32B Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $3.0M 1.1% | — | 0.0% 28.9K shares | — | — | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 1.09% | +$291.7K Bought | — 107.8K shares | 97.2K → 107.8K +$291.7K | +11.0% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $2.9M 1.06% | +$42.3K Bought | 0.0% 11.8K shares | 11.6K → 11.8K +$42.3K | +1.5% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.8M 1.04% | +$54.9K Bought | — 11.7K shares | 11.5K → 11.7K +$54.9K | +1.99% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.8M 1.03% | +$92.2K Bought | — 31.0K shares | 30.0K → 31.0K +$92.2K | +3.44% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.7M 1.01% | +$40.9K Bought | — 19.7K shares | 19.4K → 19.7K +$40.9K | +1.52% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.965% | +$102.5K Bought | — 29.9K shares | 28.7K → 29.9K +$102.5K | +4.09% | — — | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $2.5M 0.939% | -$27.8K Sold | 0.001% 13.7K shares | 13.8K → 13.7K −$27.8K | -1.08% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $2.5M 0.93% | +$7.9K Bought | 0.0% 7.4K shares | 7.3K → 7.4K +$7.9K | +0.31% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 0.904% | — | — 4.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $2.4M 0.874% | +$11.1K Bought | 0.0% 4.7K shares | 4.7K → 4.7K +$11.1K | +0.47% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $2.4M 0.871% | +$22.8K Bought | 0.0% 7.1K shares | 7.1K → 7.1K +$22.8K | +0.98% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.3M 0.857% | +$67.9K Bought | — 160.4K shares | 155.7K → 160.4K +$67.9K | +3.02% | — — | Q2 2024 Held for 1y 5m | |
Household & Personal Products Consumer Defensive | $2.3M 0.857% | +$5.2K Bought | 0.001% 15.1K shares | 15.0K → 15.1K +$5.2K | +0.23% | $359.62B Mega Cap | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $2.2M 0.796% | +$4.0K Bought | 0.001% 2.7K shares | 2.7K → 2.7K +$4.0K | +0.19% | $241.07B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.1M 0.796% | -$6.7K Sold | — 3.2K shares | 3.2K → 3.2K −$6.7K | -0.31% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $2.1M 0.788% | -$12.7K Sold | 0.002% 4.3K shares | 4.4K → 4.3K −$12.7K | -0.6% | $123.06B Large Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $2.1M 0.769% | +$14.6K Bought | 0.001% 47.3K shares | 46.9K → 47.3K +$14.6K | +0.71% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
Restaurants Consumer Cyclical | $2.0M 0.724% | +$23.4K Bought | 0.001% 6.4K shares | 6.4K → 6.4K +$23.4K | +1.21% | $216.86B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.9M 0.71% | +$54.6K Bought | — 21.4K shares | 20.8K → 21.4K +$54.6K | +2.93% | — — | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $1.9M 0.685% | -$28.3K Sold | 0.001% 19.4K shares | 19.7K → 19.4K −$28.3K | -1.5% | $173.30B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $1.9M 0.685% | +$23.8K Bought | 0.001% 11.4K shares | 11.3K → 11.4K +$23.8K | +1.3% | $262.56B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 0.682% | — | — 2.5K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $1.8M 0.66% | +$2.8K Bought | 0.0% 1.9K shares | 1.9K → 1.9K +$2.8K | +0.16% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.8M 0.656% | +$69.0K Bought | — 22.6K shares | 21.7K → 22.6K +$69.0K | +4.05% | — — | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $1.7M 0.632% | -$6.8K Sold | 0.001% 10.7K shares | 10.8K → 10.7K −$6.8K | -0.4% | $253.75B Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $1.6M 0.606% | +$28.8K Bought | 0.0% 9.0K shares | 8.8K → 9.0K +$28.8K | +1.79% | $432.76B Mega Cap | Q1 2024 Held for 1y 8m | |
Software - Application Technology | $1.6M 0.582% | +$3.4K Bought | 0.001% 16.0K shares | 16.0K → 16.0K +$3.4K | +0.22% | $204.31B Mega Cap | Q4 2021 Held for 3y 11m | |
Integrated Freight & Logistics Industrials | $1.4M 0.513% | -$31.1K Sold | 0.002% 5.9K shares | 6.0K → 5.9K −$31.1K | -2.2% | $55.6B Large Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $1.4M 0.51% | +$7.8K Bought | 0.001% 6.4K shares | 6.4K → 6.4K +$7.8K | +0.57% | $163.20B Large Cap | Q4 2021 Held for 3y 11m | |
Integrated Freight & Logistics Industrials | $1.4M 0.501% | -$55.2K Sold | 0.002% 16.2K shares | 16.9K → 16.2K −$55.2K | -3.92% | $70.8B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $1.3M 0.488% | +$28.0K Bought | 0.0% 5.7K shares | 5.6K → 5.7K +$28.0K | +2.17% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $1.3M 0.481% | +$6.5K Bought | 0.0% 4.6K shares | 4.6K → 4.6K +$6.5K | +0.5% | $262.84B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $1.3M 0.48% | +$37.4K Bought | 0.0% 1.7K shares | 1.6K → 1.7K +$37.4K | +2.97% | $684.00B Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Application Technology | $1.2M 0.461% | +$13.8K Bought | 0.001% 8.4K shares | 8.3K → 8.4K +$13.8K | +1.12% | $193.14B Large Cap | Q4 2021 Held for 3y 11m | |
Medical - Healthcare Plans Healthcare | $1.2M 0.456% | -$144.7K Sold | 0.0% 3.6K shares | 4.0K → 3.6K −$144.7K | -10.52% | $312.73B Mega Cap | Q4 2021 Held for 3y 11m |
