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Latest Zullo Investment Group, Inc. Stock Portfolio

$293Million | No. of Holdings #157

Zullo Investment Group, Inc. Performance

2026 Q2+10.14%
YTD+4.95%
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 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, Zullo Investment Group, Inc. reported an equity portfolio of $293.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Zullo Investment Group, Inc. are AAPL, NVDA, MSFT. The fund has invested 15.6% of it's portfolio in APPLE INC and 8.4% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), VANGUARD INDEX FDS (VB) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in PNC FINL SVCS GROUP INC (PNC), FIRST TR EXCHANGE TRADED FD (AIRR) and INTEL CORP (INTC). Zullo Investment Group, Inc. opened new stock positions in SPACE EXPLORATION TECHN CORP, MARVELL TECHNOLOGY INC (MRVL) and VANGUARD WHITEHALL FDS (VIGI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (AMPS).
Zullo Investment Group, Inc. Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$293Million
  as of Jul 31, 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 10.14% in the last quarter. In trailing 12 months, it's portfolio return was 23.37%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp555,808
marvell technology inc514,254
sandisk corp466,115
vanguard whitehall fds343,715
western digital corp287,550
ishares tr256,740
j p morgan exchange traded f232,302
corning inc225,849
New stocks bought by Zullo Investment Group, Inc.

Additions

Ticker% Inc.
vanguard world fd684
vanguard index fds485
ishares tr400
ppl corp57.4
schwab strategic tr12.97
servicenow inc12.82
satellogic inc9.76
kinder morgan inc del3.66
Additions to existing portfolio by Zullo Investment Group, Inc.

Reductions

Ticker% Reduced
pnc finl svcs group inc-33.72
first tr exchange traded fd-26.66
intel corp-23.59
bank of amer corp-18.67
lam research corp-17.94
vaneck etf trust-15.05
norfolk southn corp-14.61
3m co-13.79
Zullo Investment Group, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
transocean ltd-133,926
sofi technologies inc-163,945
exxon mobil corp-1,253,090
devon energy corp new-201,384
medtronic plc-221,911
capital one finl corp-438,794
honeywell intl inc-472,300
american elec pwr co inc-216,305
Zullo Investment Group, Inc. got rid off the above stocks

Sector Distribution

Zullo Investment Group, Inc. has about 39% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Utilities
Sector%
Technology39
Others24.8
Communication Services7.7
Financial Services7.2
Consumer Cyclical6.8
Industrials4.6
Healthcare3.7
Consumer Defensive3.7
Utilities1.1

Market Cap. Distribution

Zullo Investment Group, Inc. has about 74.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP60.8
UNALLOCATED25
LARGE-CAP13.9

Stocks belong to which Index?

About 72.7% 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 50072.7
Others27
Top 5 Winners (%)%
MU
micron technology inc
237.2 %
INTC
intel corp
190.9 %
AMD
advanced micro devices inc
184.8 %
STX
seagate technology hldngs pl
146.3 %
arm holdings plc
132.3 %
Top 5 Winners ($)$
AAPL
apple inc
5.6 M
AMD
advanced micro devices inc
4.0 M
XLB
select sector spdr tr
3.8 M
NVDA
nvidia corporation
3.2 M
MU
micron technology inc
2.0 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-70.4 %
AMPS
ishares tr
-70.3 %
NFLX
netflix inc.
-25.7 %
PLTR
palantir technologies inc
-20.0 %
Top 5 Losers ($)$
VAW
vanguard world fd
-6.1 M
VB
vanguard index fds
-1.3 M
AMPS
ishares tr
-1.2 M
NFLX
netflix inc.
-0.7 M
XLB
select sector spdr tr
-0.5 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 157 stocks in it's portfolio. About 46.8% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Zullo Investment Group, Inc. last quarter.

$293.11MTotal Value
170Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Zullo Investment Group, Inc., last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zullo Investment Group, Inc.'s holding in Ishares Tr over time
0.1%1,255
$304.5K
0.1%
decreased 8.19 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Zullo Investment Group, Inc.'s holding in Vaneck Etf Trust over time
0.17%773
$507.4K
0.17%
decreased 15.05 percentreduced
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
0.12%4,305
$349.0K
0.12%
decreased 26.66 percentreduced