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Latest Zullo Investment Group, Inc. Stock Portfolio

$309Million | No. of Holdings #156

Zullo Investment Group, Inc. Performance

2026 Q3+5.40%
YTD+10.62%
2025+22.11%

About Zullo Investment Group, Inc. and 13F Hedge Fund Stock Holdings

Zullo Investment Group, Inc. is a hedge fund based in Scranton, PA. On 2026-10-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Zullo Investment Group, Inc. reported an equity portfolio of $309.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Zullo Investment Group, Inc. are AAPL, NVDA, MSFT. The fund has invested 16.9% of it's portfolio in APPLE INC and 9.1% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off NRG ENERGY INC (NRG), CORNING INC (GLW) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), ISHARES TR (IJR) and PIMCO CORPORATE & INCOME OPP. Zullo Investment Group, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, THERMO FISHER SCIENTIFIC INC (TMO) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), SPACE EXPLORATION TECHN CORP and CLEVELAND-CLIFFS INC NEW (CLF).
Zullo Investment Group, Inc. Equity Portfolio Value
Last Reported on: 20 Oct, 2026
$309Million
  as of Oct 20, 2026

Zullo Investment Group, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Zullo Investment Group, Inc. made a return of 5.4% in the last quarter. In trailing 12 months, it's portfolio return was 18.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp1,204,230
fedex fght hldg co inc303,639
thermo fisher scientific inc213,037
vanguard world fd207,453
equifax inc200,919
medtronic plc200,107
New stocks bought by Zullo Investment Group, Inc.

Additions

Ticker% Inc.
j p morgan exchange traded f65.55
space exploration techn corp62.07
cleveland-cliffs inc new33.52
vanguard whitehall fds21.61
ishares tr14.94
ishares tr14.55
ishares tr12.19
micron technology inc10.00
Additions to existing portfolio by Zullo Investment Group, Inc.

Reductions

Ticker% Reduced
uber technologies inc-11.03
ishares tr-10.62
pimco corporate & income opp-9.85
vanguard tax-managed fds-7.99
allstate corp-6.48
ssga active tr-5.89
freeport mcmoran inc-5.39
disney walt co-4.53
Zullo Investment Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
invesco exch traded fd tr ii-221,371
comcast corp new-203,495
kimberly-clark corp-214,218
nrg energy inc-241,583
honeywell aerospace inc-215,995
honeywell intl inc-214,272
corning inc-225,849
Zullo Investment Group, Inc. got rid off the above stocks

Sector Distribution

Zullo Investment Group, Inc. has about 42% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
Sector%
Technology42
Others24.1
Communication Services7.8
Financial Services6.7
Consumer Cyclical6
Industrials3.9
Healthcare3.7
Consumer Defensive3.4
Energy1.1

Market Cap. Distribution

Zullo Investment Group, Inc. has about 75.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP62.3
UNALLOCATED24.3
LARGE-CAP13.2

Stocks belong to which Index?

About 72.9% of the stocks held by Zullo Investment Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50072.9
Others26.7
Top 5 Winners (%)%
PLTR
palantir technologies inc
59.2 %
MPC
marathon pete corp
54.6 %
PSX
phillips 66
51.0 %
VLO
valero energy corp
48.8 %
CRM
salesforce inc
46.0 %
Top 5 Winners ($)$
AAPL
apple inc
6.9 M
MSFT
microsoft corp
4.8 M
NVDA
nvidia corporation
3.5 M
META
meta platforms inc
2.0 M
CRWD
crowdstrike hldgs inc
1.3 M
Top 5 Losers (%)%
AMAT
applied matls inc
-29.1 %
WDC
western digital corp
-28.7 %
CMI
cummins inc
-27.6 %
LRCX
lam research corp
-24.1 %
CAT
caterpillar inc
-23.7 %
Top 5 Losers ($)$
TSLA
tesla inc
-0.7 M
HD
home depot inc
-0.5 M
CAT
caterpillar inc
-0.5 M
XLB
select sector spdr tr
-0.4 M
XLB
select sector spdr tr
-0.4 M

Zullo Investment Group, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Zullo Investment Group, Inc.

Zullo Investment Group, Inc. has 156 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Zullo Investment Group, Inc. last quarter.

$309.72MTotal Value
163Positions
20 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Zullo Investment Group, Inc., last reported on 20 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zullo Investment Group, Inc.'s holding in Ishares Tr over time
0.09%1,408
$291.8K
0.09%
increased 12.19 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Zullo Investment Group, Inc.'s holding in Vaneck Etf Trust over time
0.15%773
$471.1K
0.15%
unchanged 0 percentunchanged
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Zullo Investment Group, Inc.'s holding in First Tr Exchange Traded Fd over time
0.11%4,305
$337.1K
0.11%
unchanged 0 percentunchanged