Zullo Investment Group, Inc. Portfolio Holdings by Sector
Zullo Investment Group, Inc.
- $227 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
XLK XLF XLE XLV SCHD XLI XLC XLY 32 stocks |
$45,853
20.19% of portfolio
|
  13  
|
  10  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$36,089
15.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD QCOM AVGO ADI MCHP INTC SWKS 8 stocks |
$22,490
9.9% of portfolio
|
  5  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT CRWD ADBE PANW ORCL PLTR 6 stocks |
$18,261
8.04% of portfolio
|
  6  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG GOOGL SPOT 4 stocks |
$12,733
5.61% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8,753
3.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY ABBV AMGN 5 stocks |
$6,649
2.93% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$5,622
2.48% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC C 4 stocks |
$5,425
2.39% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$5,289
2.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$4,348
1.91% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3,842
1.69% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW GS MS 3 stocks |
$3,773
1.66% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG CLX KMB CL 4 stocks |
$3,772
1.66% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA LMT GD RTX LHX 5 stocks |
$3,495
1.54% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V AXP MA COF 4 stocks |
$3,404
1.5% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER NOW SHOP CRM ADSK 5 stocks |
$3,212
1.41% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2,751
1.21% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$2,652
1.17% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,424
1.07% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2,351
1.04% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX CMG 3 stocks |
$2,312
1.02% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$2,195
0.97% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE PPL SO 3 stocks |
$1,723
0.76% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$1,708
0.75% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,706
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRU AFL 2 stocks |
$1,380
0.61% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1,072
0.47% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW CMI 2 stocks |
$953
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$731
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$702
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$692
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$631
0.28% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BLK PTY VGM 3 stocks |
$631
0.28% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$583
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$569
0.25% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$553
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$549
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
PNC FDBC 2 stocks |
$545
0.24% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL CB 2 stocks |
$523
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$445
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$439
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
NUE 1 stocks |
$438
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$422
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX PROK ALGS 3 stocks |
$419
0.18% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
STX 1 stocks |
$352
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
LRCX 1 stocks |
$345
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$317
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$232
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$221
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$220
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW 1 stocks |
$210
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
CYH 1 stocks |
$57
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
EVGO 1 stocks |
$33
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|