Grufity logo
Grufity logo

Latest Zullo Investment Group, Inc. Stock Portfolio

$263Million | No. of Holdings #158

Zullo Investment Group, Inc. Performance

2026 Q1-4.71%
YTD-4.71%
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 2026-04-15, 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. <br><br> 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. <br><br> 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. Equity Portfolio Value
Last Reported on: 15 Apr, 2026
$263Million
  as of Apr 15, 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 -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 tr798,891
kinder morgan inc del225,610
applied matls inc220,144
american elec pwr co inc216,305
ishares tr216,218
ww grainger inc212,360
vanguard world fd208,513
cme group inc206,745
New stocks bought by Zullo Investment Group, Inc.

Additions

Ticker% Inc.
ishares tr30.19
servicenow inc16.43
state str spdr s&p 500 etf t13.48
salesforce inc11.78
invesco qqq tr11.47
select sector spdr tr11.28
target corp10.99
schwab strategic tr10.77
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.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Healthcare
  • Energy
  • Utilities
Sector%
Technology35.5
Others24.8
Communication Services8.2
Financial Services7.8
Consumer Cyclical7
Industrials5
Consumer Defensive4.5
Healthcare3.7
Energy1.7
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-CAP61.8
UNALLOCATED24.8
LARGE-CAP12.9

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.

  • S&P 500
  • Others
Index%
S&P 50073.3
Others26.3
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.

$263.51MTotal Value
166Positions
15 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Zullo Investment Group, Inc., last reported on 15 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Zullo Investment Group, Inc.'s holding in Ishares Tr over time
0.11%1,367
$299.2K
0.11%
increased 30.19 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Zullo Investment Group, Inc.'s holding in Vaneck Etf Trust over time
0.13%910
$349.1K
0.13%
decreased 3.5 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
0.15%5,870
$400.8K
0.15%
increased 0.48 percentadded