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Zullo Investment Group, Inc. Historic Quarter Change: USA ETF, New

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Zullo Investment Group, Inc. historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Zullo Investment Group, Inc. opened 42 positions, added to 131, reduced 117 and sold out of 33.

  • Q2 2026: Stock XLK; Country of operation —; Class ST STR TECHN ETF; Shares before 0.
  • Q2 2026: Stock XLF; Country of operation —; Class ST STR FINL ETF; Shares before 0.
  • Q2 2026: Stock XLI; Country of operation —; Class ST STR INDL ETF; Shares before 0.
  • Q2 2026: Stock XLE; Country of operation —; Class ST STR ENERG ETF; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1909760), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-01); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026XLK
SELECT SECTOR SPDR TR		ST STR TECHN ETF065,396+65,396$0$12,459,366+$12,459,3662026-07-31
Q2 2026XLF
SELECT SECTOR SPDR TR		ST STR FINL ETF0104,731+104,731$0$5,614,661+$5,614,6612026-07-31
Q2 2026XLI
SELECT SECTOR SPDR TR		ST STR INDL ETF020,943+20,943$0$3,879,386+$3,879,3862026-07-31
Q2 2026XLE
SELECT SECTOR SPDR TR		ST STR ENERG ETF064,112+64,112$0$3,405,008+$3,405,0082026-07-31
Q2 2026XLV
SELECT SECTOR SPDR TR		ST STR CARE ETF020,430+20,430$0$3,241,512+$3,241,5122026-07-31
Q2 2026XLC
SELECT SECTOR SPDR TR		ST STR SVC ETF028,058+28,058$0$3,005,856+$3,005,8562026-07-31
Q2 2026XLY
SELECT SECTOR SPDR TR		ST STR DISCR ETF023,137+23,137$0$2,713,599+$2,713,5992026-07-31
Q2 2026XLU
SELECT SECTOR SPDR TR		ST STR UTIL ETF059,660+59,660$0$2,705,025+$2,705,0252026-07-31
Q2 2026XLB
SELECT SECTOR SPDR TR		ST STR MATER ETF043,136+43,136$0$2,192,604+$2,192,6042026-07-31
Q2 2026XLP
SELECT SECTOR SPDR TR		ST STR STAPL ETF023,410+23,410$0$1,944,705+$1,944,7052026-07-31
Q2 2026XLRE
SELECT SECTOR SPDR TR		ST STR REAL ETF026,041+26,041$0$1,146,619+$1,146,6192026-07-31
Q2 2026SPCX
SPACE EXPLORATION TECHN CORP		CLASS A COM STK03,253+3,253$0$555,808+$555,8082026-07-31
Q2 2026VYM
VANGUARD WHITEHALL FDS		HIGH DIV YLD02,175+2,175$0$343,715+$343,7152026-07-31
Q2 2026IYW
ISHARES TR		U.S. TECH ETF01,017+1,017$0$256,740+$256,7402026-07-31
Q2 2026JEPI
J P MORGAN EXCHANGE TRADED F		EQUITY PREMIUM04,113+4,113$0$232,302+$232,3022026-07-31
Q1 2026XLSR
SSGA ACTIVE TR		STATE STREET US013,836+13,836$0$798,891+$798,8912026-04-15
Q1 2026PRIV
SSGA ACTIVE TR		STATE STREET IG09,050+9,050$0$228,293+$228,2932026-04-15
Q1 2026IVE
ISHARES TR		S&P 500 VAL ETF01,024+1,024$0$216,218+$216,2182026-04-15
Q1 2026VDE
VANGUARD WORLD FD		ENERGY ETF01,205+1,205$0$208,513+$208,5132026-04-15
Q4 2025XLK
SELECT SECTOR SPDR TR		STATE STREET TEC065,365+65,365$0$9,410,714+$9,410,7142026-01-26
Q4 2025XLF
SELECT SECTOR SPDR TR		STATE STREET FIN0105,511+105,511$0$5,778,848+$5,778,8482026-01-26
Q4 2025XLC
SELECT SECTOR SPDR TR		STATE STREET COM029,559+29,559$0$3,479,771+$3,479,7712026-01-26
Q4 2025XLI
SELECT SECTOR SPDR TR		STATE STREET IND021,014+21,014$0$3,259,813+$3,259,8132026-01-26
Q4 2025XLV
SELECT SECTOR SPDR TR		STATE STREET HEA019,977+19,977$0$3,092,549+$3,092,5492026-01-26
Q4 2025XLY
SELECT SECTOR SPDR TR		STATE STREET CON023,291+23,291$0$2,781,336+$2,781,3362026-01-26
Q4 2025XLE
SELECT SECTOR SPDR TR		STATE STREET ENE060,987+60,987$0$2,726,784+$2,726,7842026-01-26
Q4 2025XLU
SELECT SECTOR SPDR TR		STATE STREET UTI060,213+60,213$0$2,570,525+$2,570,5252026-01-26
Q4 2025XLB
SELECT SECTOR SPDR TR		STATE STREET MAT043,816+43,816$0$1,987,066+$1,987,0662026-01-26
Q4 2025XLP
SELECT SECTOR SPDR TR		STATE STREET CON022,959+22,959$0$1,783,499+$1,783,4992026-01-26
Q4 2025QQEW
FIRST TR EXCHANGE-TRADED FD		NASDAQ-100 SEL08,650+8,650$0$1,229,418+$1,229,4182026-01-26
Q4 2025XLRE
SELECT SECTOR SPDR TR		STATE STREET REA025,924+25,924$0$1,046,062+$1,046,0622026-01-26
Q4 2025VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT03,432+3,432$0$214,397+$214,3972026-01-26
Q4 2025IYW
ISHARES TR		U.S. TECH ETF01,017+1,017$0$203,116+$203,1162026-01-26
Q3 2025ITA
ISHARES TR		US AER DEF ETF0962+962$0$201,432+$201,4322025-10-23
Q3 2025PHK
PIMCO HIGH INCOME FD		COM SHS010,100+10,100$0$50,399+$50,3992025-10-23
Q2 2025SMH
VANECK ETF TRUST		SEMICONDUCTR ETF0941+941$0$262,676+$262,6762025-07-24
Q2 2025PRIV
SSGA ACTIVE TR		SPDR SSGA IG PUB09,400+9,400$0$236,822+$236,8222025-07-24
Q2 2025QLD
PROSHARES TR		PSHS ULTRA QQQ01,800+1,800$0$211,929+$211,9292025-07-24
Q2 2025VEA
VANGUARD TAX-MANAGED FDS		VAN FTSE DEV MKT03,621+3,621$0$206,433+$206,4332025-07-24
Q1 2025PCY
INVESCO EXCH TRADED FD TR II		EMRNG MKT SVRG010,188+10,188$0$205,492+$205,4922025-05-01
Q3 2024IVE
ISHARES TR		S&P 500 VAL ETF01,022+1,022$0$201,508+$201,5082024-10-15
Q2 2024PTY
PIMCO CORPORATE & INCOME OPP		COM012,239+12,239$0$175,144+$175,1442024-08-13

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