Latest Zullo Investment Group, Inc. Stock Portfolio

Zullo Investment Group, Inc. Performance:

2026 Q1: -4.71%YTD: -4.71%2025: 22.11%

Performance for 2026 Q1 is -4.71%, and YTD is -4.71%, and 2025 is 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 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Zullo Investment Group, Inc. reported an equity portfolio of $263.5 Millions as of 31 Mar, 2026.

The top stock holdings of Zullo Investment Group, Inc. are AAPL, NVDA, MSFT. The fund has invested 15.4% of it's portfolio in APPLE INC and 8.3% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off RIGETTI COMPUTING INC (RGTI), ISHARES TR (IJR) and ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), UBER TECHNOLOGIES INC (UBER) and KIMBERLY-CLARK CORP (KMB). Zullo Investment Group, Inc. opened new stock positions in SSGA ACTIVE TR (EMTL), KINDER MORGAN INC DEL (KMI) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), SERVICENOW INC (NOW) and STATE STR SPDR S&P 500 ETF T (SPY).

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

Our best estimate is that Zullo Investment Group, Inc. made a return of -4.71% in the last quarter. In trailing 12 months, it's portfolio return was 23%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ssga active tr	798,891
kinder morgan inc del	225,610
applied matls inc	220,144
american elec pwr co inc	216,305
ishares tr	216,218
ww grainger inc	212,360
vanguard world fd	208,513
cme group inc	206,745

New stocks bought by Zullo Investment Group, Inc.

Additions

Ticker	% Inc.
ishares tr	30.19
servicenow inc	16.43
state str spdr s&p 500 etf t	13.48
salesforce inc	11.78
invesco qqq tr	11.47
select sector spdr tr	11.28
target corp	10.99
schwab strategic tr	10.77

Additions to existing portfolio by Zullo Investment Group, Inc.

Reductions

Ticker	% Reduced
palantir technologies inc	-11.96
uber technologies inc	-8.22
kimberly-clark corp	-8.08
pimco corporate & income opp	-7.9
starbucks corp	-7.22
tesla inc	-6.73
southern co	-5.45
norfolk southn corp	-4.97

Zullo Investment Group, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
rigetti computing inc	-274,128
grab holdings limited	-56,886
pimco high income fd	-49,086
ishares silver tr	-210,653
ishares tr	-245,205
clorox co del	-208,214
ishares tr	-203,116
thermo fisher scientific inc	-205,972

Zullo Investment Group, Inc. got rid off the above stocks

Sector Distribution

Zullo Investment Group, Inc. has about 35.5% of it's holdings in Technology sector.

Sector	%
Technology	35.5
Others	24.8
Communication Services	8.2
Financial Services	7.8
Consumer Cyclical	7
Industrials	5
Consumer Defensive	4.5
Healthcare	3.7
Energy	1.7
Utilities	1.1

Market Cap. Distribution

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

Category	%
MEGA-CAP	61.8
UNALLOCATED	24.8
LARGE-CAP	12.9

Stocks belong to which Index?

About 73.3% of the stocks held by Zullo Investment Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	73.3
Others	26.3

Top 5 Winners (%)		%
VLO	valero energy corp	50.5 %
MPC	marathon pete corp	50.1 %
STX	seagate technology hldngs pl	42.3 %
PSX	phillips 66	40.9 %
XOM	exxon mobil corp	39.5 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	1.1 M
JNJ	johnson & johnson	0.5 M
VZ	verizon communications inc	0.4 M
FDX	fedex corp	0.4 M
WMT	walmart inc	0.4 M

Top 5 Losers (%)		%
SOFI	sofi technologies inc	-38.6 %
NOW	servicenow inc	-30.2 %
ADBE	adobe inc	-29.9 %
CRM	salesforce inc	-28.4 %
SHOP	shopify inc	-26.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.9 M
AAPL	apple inc	-2.9 M
NVDA	nvidia corporation	-1.5 M
META	meta platforms inc	-1.1 M
AMZN	amazon com inc	-0.9 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 158 stocks in it's portfolio. About 46% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Zullo Investment Group, Inc. last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	15.37	159,600	40,505,000	reduced	-1.08

AAXJ	ishares tr	0.11	1,367	299,227	added	30.19

ABBV	abbvie inc	0.46	5,551	1,207,500	reduced	-0.95

ABT	abbott laboratories	0.15	3,764	386,454	reduced	-3.24

ADBE	adobe inc	0.08	876	212,938	reduced	-4.37

ADI	analog devices inc	0.33	2,759	877,951	reduced	-0.76

ADP	automatic data processing in	0.14	1,841	374,073	reduced	-2.33

ADSK	autodesk inc	0.09	948	226,951	added	0.74

AEP	american elec pwr co inc	0.08	1,650	216,305	new

AFK	vaneck etf trust	0.13	910	349,098	reduced	-3.5

AFL	aflac inc	0.12	2,821	309,492	reduced	-0.32

AIRR	first tr exchange traded fd	0.15	5,870	400,836	added	0.48

ALL	allstate corp	0.13	1,645	341,074	unchanged	0.00

AMAT	applied matls inc	0.08	644	220,144	new

AMD	advanced micro devices inc	0.83	10,725	2,181,790	reduced	-1.05

AMGN	amgen inc	0.16	1,210	426,060	added	0.41

AMPS	ishares tr	0.19	3,750	508,950	unchanged	0.00

AMZN	amazon com inc	3.31	41,831	8,712,140	reduced	-0.08

APD	air products and chemicals i	0.13	1,142	331,920	reduced	-0.26

AVGO	broadcom inc	0.81	6,928	2,144,510	reduced	-4.86