Institutional Manager · CIK 0001909760
Zullo Investment Group, Inc.
SCRANTON, PA · File #028-22248
Latest AUM
$273.4M
Positions
154
Top-10 Concentration
60.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025154 pos · $273.4M
- 13F HOLDINGS REPORTQ/E Sep 2025152 pos · $270.4M
- 13F HOLDINGS REPORTQ/E Jun 2025152 pos · $246.6M
- 13F HOLDINGS REPORTQ/E Mar 2025146 pos · $233.2M
- 13F HOLDINGS REPORTQ/E Dec 2024148 pos · $247.7M
- 13F HOLDINGS REPORTQ/E Sep 2024150 pos · $240.9M
- 13F HOLDINGS REPORTQ/E Jun 2024151 pos · $227.8M
- 13F HOLDINGS REPORTQ/E Mar 2024154 pos · $213.4M
- 13F HOLDINGS REPORTQ/E Dec 2023139 pos · $170.7M
- 13F HOLDINGS REPORTQ/E Sep 2023138 pos · $175.2M
- 13F HOLDINGS REPORTQ/E Jun 2023135 pos · $160.5M
- 13F HOLDINGS REPORTQ/E Mar 2023767 pos · $163.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 161,335 | $43.9M | 19.69% |
| 2 | NVIDIA CORPORATION | NVDA | 130,542 | $24.3M | 10.93% |
| 3 | MICROSOFT CORP | MSFT | 32,985 | $16.0M | 7.16% |
| 4 | AMAZON COM INC | AMZN | 41,865 | $9.7M | 4.34% |
| 5 | SELECT SECTOR SPDR TR | 81369Y803 | 65,365 | $9.4M | 4.22% |
| 6 | META PLATFORMS INC | META | 13,026 | $8.6M | 3.86% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 20,536 | $6.6M | 2.97% |
| 8 | ALPHABET INC | GOOG | 18,663 | $5.9M | 2.63% |
| 9 | SELECT SECTOR SPDR TR | 81369Y605 | 105,511 | $5.8M | 2.59% |
| 10 | TESLA INC | TSLA | 10,844 | $4.9M | 2.19% |
| 11 | ALPHABET INC | GOOG | 11,727 | $3.7M | 1.65% |
| 12 | SELECT SECTOR SPDR TR | 81369Y852 | 29,559 | $3.5M | 1.56% |
| 13 | SELECT SECTOR SPDR TR | 81369Y704 | 21,014 | $3.3M | 1.46% |
| 14 | WALMART INC | WMT | 28,700 | $3.2M | 1.44% |
| 15 | SELECT SECTOR SPDR TR | 81369Y209 | 19,977 | $3.1M | 1.39% |
| 16 | SCHWAB STRATEGIC TR | 808524797 | 108,022 | $3.0M | 1.33% |
| 17 | SELECT SECTOR SPDR TR | 81369Y407 | 23,291 | $2.8M | 1.25% |
| 18 | JOHNSON & JOHNSON | JNJ | 13,244 | $2.7M | 1.23% |
| 19 | SELECT SECTOR SPDR TR | 81369Y506 | 60,987 | $2.7M | 1.22% |
| 20 | HOME DEPOT INC | HD | 7,882 | $2.7M | 1.22% |