Zullo Investment Group, Inc.

CIK 0001909760 · SCRANTON, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Zullo Investment Group, Inc. reported 157 positions worth $293.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: AAPL (15.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$293.1M
2026 Q2
Positions
157
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.8%
Est. Net Flow (Q)
2026 Q2
10 / 157 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$45.7M15.59%157,905
2NVDANVIDIA CORPORATIONSH$24.6M8.39%122,919
3MSFTMICROSOFT CORPSH$13.0M4.45%34,948
4XLKSELECT SECTOR SPDR TRSH$12.5M4.25%65,396
5AMZNAMAZON COM INCSH$9.8M3.34%41,044
6METAMETA PLATFORMS INCSH$7.0M2.40%12,467
7JPMJPMORGAN CHASE & COSH$6.5M2.23%19,973
8GOOGALPHABET INCSH$6.2M2.13%17,645
9AMDADVANCED MICRO DEVICES INCSH$6.2M2.11%10,640
10XLFSELECT SECTOR SPDR TRSH$5.6M1.92%104,731

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Zullo Investment Group, Inc. hold as of Q2 2026?

Zullo Investment Group, Inc. reported 157 positions worth $293.1M in its Q2 2026 13F filing. Largest positions: AAPL (15.6%), NVDA (8.4%), MSFT (4.4%), XLK (4.3%) and AMZN (3.3%).

What did Zullo Investment Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Zullo Investment Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.