ZIG
Zullo Investment Group Portfolio holdings
AUM
$270M
1-Year Est. Return
27.17%
1 Year Est. Return
+27.17%
AUM
$247M
AUM Growth
+$13.3M
(+5.7%)
Holding
157
Top Buys
| 1 | +$292K | |
| 2 | +$284K | |
| 3 | +$266K | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$263K |
| 5 |
Meta Platforms (Facebook)
META
|
+$250K |
Top Sells
| 1 | +$3.99M | |
| 2 | +$1.53M | |
| 3 | +$1.52M | |
| 4 |
Exxon Mobil
XOM
|
+$845K |
| 5 |
Coca-Cola
KO
|
+$647K |
Sector Composition
| 1 | Technology | 36.92% |
| 2 | Communication Services | 9.33% |
| 3 | Financials | 9.22% |
| 4 | Consumer Discretionary | 7.82% |
| 5 | Consumer Staples | 4.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Snap
SNAP
$12.5B
| $105K | 0.04% |
12,040
+1,365
|
|
||
152
Transocean
RIG
$4.55B
| $35.2K | 0.01% |
13,600
-20,100
|
|
||
153
Paychex
PAYX
$41.5B
| – | – |
-1,360
|
|
||
154
ProKidney
PROK
$313M
| – | – |
-12,620
|
|
||
155
Berkshire Hathaway Class A
BRK.A
$1.08T
| – | – |
-5
|
|
||
156
Kraft Heinz
KHC
$29B
| – | – |
-13,631
|
|
||
157
Union Pacific
UNP
$142B
| – | – |
-865
|
|