Tracy A. Zullo Portfolio
Invests via Zullo Investment Group Inc. | Managed by Tracy A. Zullo, Sandra Galdieri Kosiba
Invests via Zullo Investment Group Inc.
Managed by Tracy A. Zullo, Sandra Galdieri Kosiba
Automatically Tracked
Tracy A. Zullo Profile
With a rich background in business leadership and development, Tracy A. Zullo is an influential figure within the investment community. Her career has spanned various sectors, where she has excelled as both an operator and advisor. Known for her capacity to drive organizational growth through innovative strategies, she contributes significant insights on market trends and opportunities. Leveraging experience from leading diverse teams, Zullo plays a vital role in fostering partnerships that align with corporate goals and advance strategic objectives. Her expertise positions her effectively at the intersection of entrepreneurship and investment management.
With a rich background in business leadership and development, Tracy A. Zullo is an influential figure within the investment community. Her career has spanned various sectors, where she has excelled as both an operator and advisor. Known for her capacity to drive organizational growth through innovative strategies, she contributes significant insights on market trends and opportunities. Leveraging experience from leading diverse teams, Zullo plays a vital role in fostering partnerships that align with corporate goals and advance strategic objectives. Her expertise positions her effectively at the intersection of entrepreneurship and investment management.
Investment Philosophy & Strategy
Through a lens of strategic foresight, Tracy A. Zullo navigates investment landscapes with a focus on fostering sustainable growth. Drawing from her extensive leadership experience, she emphasizes innovation as a cornerstone of value creation. Her approach to investing blends entrepreneurial instincts with an acute understanding of market dynamics, often identifying trends ahead of the curve. With an eye for transformative opportunities, she seeks to align investments that not only enhance portfolio diversity but also drive impactful results across various sectors. Zullo’s ability to build strong partnerships further amplifies her strategy, cultivating synergistic ventures that resonate within the evolving business environment.
Through a lens of strategic foresight, Tracy A. Zullo navigates investment landscapes with a focus on fostering sustainable growth. Drawing from her extensive leadership experience, she emphasizes innovation as a cornerstone of value creation. Her approach to investing blends entrepreneurial instincts with an acute understanding of market dynamics, often identifying trends ahead of the curve. With an eye for transformative opportunities, she seeks to align investments that not only enhance portfolio diversity but also drive impactful results across various sectors. Zullo’s ability to build strong partnerships further amplifies her strategy, cultivating synergistic ventures that resonate within the evolving business environment.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
83.97%
Gain +1.43%
Monthly
1.47%
Yearly
19.13%
Drawdown
21.76%
$305.34M
Equity
Holdings
$305.34M
Investment
$151.95M
$171.32M
Profit +$3.58M
Realized
$17.93M
Unrealized
$153.39M
Dividends
$12.95M
Goals
Avg. 92% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.43%
Profit
$3.58M
Win %
84%
This Week
Compared To Last Week
Gain
3.05%
Profit
$9.05M
Win %
84%
This Month
Compared to last month
Gain
3.05%
Profit
$9.05M
Win %
84%
This Year
Compared to last year
Gain
4.21%
Profit
$12.33M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$1.48M 
GOOG Alphabet Inc
+6.88%
+$405,305.65 
GOOGL Alphabet Inc
+6.73%
+$263,775.33 
TWLO Twilio Inc.
+3.36%
+$6,410.01 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$85,606.81 
META Meta Platforms Inc Class A
+3.28%
+$220,416.45 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$98,835.36 
MSFT Microsoft Corp.
+3.02%
+$475,991.41 
NVDA NVIDIA Corporation
+2.93%
+$701,868.35 
SATL Satellogic Inc.
+2.58%
+$1,088.1 
CVX Chevron Corporation
+2.35%
+$27,391.2 
MRVL Marvell Technology, Inc.
+2.32%
+$7,352.76 
GLW Corning Incorporated
+2.24%
+$2,678.52 
WDC Western Digital Corporation
+2.21%
+$5,310.02 
CSCO Cisco Systems, Inc.
+2.14%
+$38,539.8 
GWW W.W. Grainger, Inc.
+1.97%
+$4,864.86 
JCI Johnson Controls International plc
+1.93%
+$4,742.68 
LHX L3Harris Technologies, Inc.
+1.9%
+$8,090.89 
PANW Palo Alto Networks, Inc.
+1.89%
+$13,031.85 
CRM Salesforce Inc
+1.83%
+$11,015.66 
ORCL Oracle Corporation
+1.81%
+$5,384.61 
KMI Kinder Morgan, Inc.
+1.64%
+$3,626.48 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$46,576.28 
VZ Verizon Communications Inc.
+1.52%
+$28,946.4 
LMT Lockheed Martin Corporation
+1.5%
+$14,662.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,358.72 
CMCSA Comcast Corp
+1.23%
+$2,403.81 
QLD ProShares Ultra QQQ
+1.2%
+$3,566.97 
WFC Wells Fargo & Company
+1.19%
+$6,074.1 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,364.34 
AMAT Applied Materials, Inc.
+1.18%
+$3,717.01 
ITW Illinois Tool Works Inc.
+1.15%
+$8,368.75 
VUG Vanguard Growth ETF
+1.1%
+$5,803.2 
NOW ServiceNow, Inc.
+1.05%
+$6,594.6 
XLE Energy Select Sector SPDR Fund
+1%
+$37,826.08 
ADP Automatic Data Processing Inc.
+0.98%
+$4,700.83 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$12,283.17 
SCHW Charles Schwab Corporation
+0.87%
+$16,199.82 
IBM International Business Machines Corporation
+0.86%
+$8,667.49 
MCD McDonald's Corporation
+0.82%
+$14,370.47 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$30,367.35 
TSLA Tesla, Inc.
+0.76%
+$23,887.72 
MPC Marathon Petroleum Corporation
+0.76%
+$4,593.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,361.39 
VOO Vanguard S&P 500 ETF
+0.71%
+$19,513.06 
CAT Caterpillar Inc.
+0.7%
+$11,039.47 
IVV iShares Core S&P 500 ETF
+0.69%
+$15,360 
PLTR Palantir Technologies Inc.
+0.65%
+$6,388.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,350.2 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,920.15 
XLSR SPDR SSGA US Sector Rotation ETF
+0.6%
+$5,246.28 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,185.64 
MO Altria Group, Inc.
+0.57%
+$2,674.23 
STX Seagate Technology Holdings plc
+0.52%
+$13,332.23 
PSX Phillips 66
+0.51%
+$2,359.76 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,404.75 
NSC Norfolk Southern Corporation
+0.46%
+$1,114.46 
IYW iShares U.S. Technology ETF
+0.46%
+$1,098.34 
RTX RTX Corporation
+0.39%
+$3,959.76 
VLO Valero Energy Corporation
+0.38%
+$1,687.42 
AVGO Broadcom Inc.
+0.37%
+$9,963.36 
PG Procter & Gamble Co
+0.37%
+$7,670.69 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,617.38 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,248.43 
BAC Bank of America Corporation
+0.36%
+$2,856.04 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$781.47 
GD General Dynamics Corporation
+0.32%
+$1,953.22 
NWBI Northwest Bancshares Inc.
+0.32%
+$805.9 
MRK Merck & Co., Inc.
+0.32%
+$4,262.46 
SMH VanEck Semiconductor ETF
+0.3%
+$1,260 
JPM JPMorgan Chase & Co.
+0.27%
+$18,774.62 
FDBC Fidelity D&D Bancorp Inc.
+0.27%
+$832.02 
NRG NRG Energy, Inc.
+0.24%
+$529.26 
SO The Southern Company
+0.21%
+$582.6 
JNJ Johnson & Johnson
+0.21%
+$6,940.35 
ADI Analog Devices, Inc.
+0.2%
+$1,964.67 
CMI Cummins Inc.
+0.19%
+$1,041.91 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$8,110.14 
MS Morgan Stanley
+0.17%
+$3,789.38 
CB Chubb Limited
+0.15%
+$521.52 
MMM 3M Company
+0.12%
+$653.71 
C Citigroup Inc.
+0.1%
+$679.07 
NUE Nucor Corporation
+0.1%
+$545 
WM Waste Management, Inc.
+0.1%
+$455.4 
AFL Aflac Inc.
+0.09%
+$326.52 
WMT Walmart Inc.
+0.09%
+$2,522.75 
ABT Abbott Laboratories
+0.09%
+$327.24 
HDV iShares Core High Dividend ETF
+0.04%
+$187.5 
DIS The Walt Disney Company
+0.03%
+$162.87 
HONIV Honeywell International Inc.
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$3.87M 
MU Micron Technology, Inc.
-5.9%
-$126,028.69 
SNDK SanDisk Corporation
-5.09%
-$13,351.65 
SPOT Spotify Technology S.A.
-4.34%
-$28,224.14 
SHOP Shopify Inc.
-4.29%
-$44,278.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$12,458.99 
QCOM QUALCOMM Incorporated
-2.63%
-$26,445.79 
ABBV AbbVie Inc.
-2.51%
-$35,856.74 
XLB Materials Select Sector SPDR Fund
-2.34%
-$52,194.56 
BA Boeing Company
-2.15%
-$30,820.94 
NFLX Netflix, Inc.
-2%
-$40,085.76 
AMD Advanced Micro Devices, Inc.
-1.9%
-$98,313.81 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,814.45 
UNH UnitedHealth Group Incorporated
-1.68%
-$26,243.88 
LRCX Lam Research Corporation
-1.58%
-$12,187.13 
FCX Freeport-McMoRan Inc.
-1.28%
-$11,396.7 
NEE NextEra Energy, Inc.
-1.15%
-$9,354.62 
DE Deere & Company
-1.13%
-$2,366.4 
LOW Lowe's Companies Inc.
-1.08%
-$9,806.41 
INTC Intel Corporation
-1.02%
-$4,770.9 
KO The Coca-Cola Company
-1.02%
-$8,136.9 
UPS United Parcel Service, Inc.
-1%
-$16,280.25 
PPL PPL Corporation
-0.98%
-$13,103.65 
MCHP Microchip Technology Incorporated
-0.96%
-$3,507.85 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$3,036 
CLF Cleveland-Cliffs Inc.
-0.95%
-$1,161.6 
VGM Invesco Trust for Investment Grade Municipals
-0.88%
-$1,215 
KMB Kimberly-Clark Corporation
-0.8%
-$1,716.88 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$3,707.38 
MA Mastercard Incorporated
-0.74%
-$4,798.25 
BLK BlackRock, Inc.
-0.73%
-$2,569.56 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$18,494.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,612.09 
AMGN Amgen Inc.
-0.64%
-$2,740.41 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,941.66 
GS The Goldman Sachs Group, Inc.
-0.63%
-$15,785.26 
PM Philip Morris International Inc.
-0.61%
-$4,632.64 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$19,817.1 
SBUX Starbucks Corporation
-0.57%
-$1,881.6 
PRU Prudential Financial, Inc.
-0.56%
-$5,277.1 
LLY Eli Lilly and Company
-0.53%
-$10,978.83 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$5,989.43 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$9,832.13 
ALL Allstate Corporation
-0.49%
-$2,125.52 
IWM iShares Russell 2000 ETF
-0.47%
-$2,297.65 
PEP PepsiCo, Inc.
-0.46%
-$3,944.32 
HD The Home Depot, Inc.
-0.42%
-$10,747.63 
VGT Vanguard Information Technology ETF
-0.38%
-$8,037.56 
AXP American Express Company
-0.38%
-$2,120.88 
FDX FedEx Corporation
-0.37%
-$6,670 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,112.5 
CL Colgate-Palmolive Company
-0.33%
-$795.6 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$3,575.16 
COST Costco Wholesale Corporation
-0.24%
-$4,466.46 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.22%
-$497.75 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$24,849.83 
IXN iShares Global Tech ETF
-0.21%
-$793.3 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$460.79 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$694.48 
XLF Financial Select Sector SPDR Fund
-0.1%
-$6,283.86 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$102.25 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$105.59 
V Visa Inc. Class A
-0.04%
-$1,027.25 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$76.06 
TGT Target Corporation
-0.01%
-$108.95 
UBER Uber Technologies, Inc.
-0.01%
-$119.78 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4150 | Longs Won 2495/4150 60% | Profit Factor 8.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $560,775.5 |
| Average Win $73,616.96 | Best Trade (Aug 07) $26.2M | Sharpe Ratio -8.62 |
| Average Loss -$12,531.38 | Worst Trade (Aug 07) -$1.01M | Z-Score 8.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $41,282.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Tracy A. Zullo?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.78M, Berkshire Hathaway Inc - $2.34M, Apple Inc - $1.8M, Exxon Mobil Corporation - $1.2M, and Walmart Inc - $1.06M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Pfizer Inc - $489,084.85, Nike, Inc. - Class B - $389,628.7, Netflix, Inc - $374,589.54, The Home Depot, Inc - $336,915.62, and PayPal Holdings Inc - $209,854.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tracy A. Zullo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.95M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $707,686.77, Apple Inc - $701,204.82, United Parcel Service, Inc - $448,778.63, JPMorgan Chase & Co - $430,003.55, and Microsoft Corp - $428,271.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tracy A. Zullo's monthly returns?
Tracy A. Zullo's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Tracy A. Zullo's strategy be considered aggressive or moderate?
Tracy A. Zullo's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Tracy A. Zullo's strategy?
Tracy A. Zullo's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
