Zullo Investment Group, Inc.
Sector Allocation
- Technology49.4%$153.0M
- Other21.6%$66.7M
- Financials8.0%$24.7M
- Consumer Discretionary6.0%$18.7M
- Healthcare3.9%$11.9M
- Consumer Staples3.4%$10.5M
- Industrials3.3%$10.3M
- Communication Services1.6%$4.9M
- Energy1.5%$4.5M
- Utilities0.8%$2.6M
AUM History
13fpro.ai/research/fund/zullo-investment-group-inc-1909760
Conviction and streaks
Concentrating · top 10 = 49.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$52.3MNVDA
$28.0MMSFT
$17.6M- SELECT$12.5M
AMZN
$10.1MMETA
$9.0MJPM
$6.6MAMD
$6.5MGOOG
$5.9M- SELECT$5.6M
- SCHWAB$4.6M
CRWD
$4.6MGOOGL
$4.0M- SELECT$4.0M
TSLA
$3.6M- SELECT$3.5M
- SELECT$3.5M
JNJ
$3.4M- SELECT$3.1M
MU
$2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/zullo-investment-group-inc-1909760
Zullo Investment Group, Inc. 13F holdings — Q3 2026
$309.7M portfolio (+5.7% QoQ) · 156 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio
$52.3M
16.9% of stocks
-0.6%This quarter+1.3%Since filed11+ qtrsHeld$28.0M
9.1% of stocks
-0.1%This quarter-0.2%Since filed11+ qtrsHeld$17.6M
5.7% of stocks
-2%This quarter+0.1%Since filed11+ qtrsHeld- 4
SELECT SECTOR SPDR TR - ST STR TECHN ETF
$12.5M
4.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $10.1M
3.3% of stocks
-1.0%This quarter-5.2%Since filed11+ qtrsHeld$9.0M
2.9% of stocks
-0.7%This quarter-9.2%Since filed11+ qtrsHeld$6.6M
2.1% of stocks
-0.2%This quarter-0.4%Since filed11+ qtrsHeld$6.5M
2.1% of stocks
-0.3%This quarter-0.7%Since filed11+ qtrsHeld$5.9M
1.9% of stocks
-2%This quarter-6.6%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row- 10
SELECT SECTOR SPDR TR - ST STR FINL ETF
$5.6M
1.8% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Zullo Investment Group, Inc. (Q3 2026)
156 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $4.6M | 1.5% | 142K | +5% | — | — | 13F |
| 12 | CrowdStrike Holdings, Inc. | Technology | $4.6M | 1.5% | 17K | +293% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Alphabet Inc. | Technology | $4.0M | 1.3% | 12K | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $4.0M | 1.3% | 65K | +1% | — | — | 13F |
| 15 | Tesla, Inc. | Consumer Discretionary | $3.6M | 1.1% | 10K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $3.5M | 1.1% | 21K | -0.3% | — | — | 13F |
| 17 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $3.5M | 1.1% | 21K | +1% | — | — | 13F |
| 18 | JOHNSON & JOHNSON | Healthcare | $3.4M | 1.1% | 13K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $3.1M | 1.0% | 28K | +1% | — | — | 13F |
| 20 | MICRON TECHNOLOGY INC | Technology | $2.9M | 0.9% | 2,685 | +10% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $2.8M | 0.9% | 4,015 | — | — | — | 13F |
| 22 | Seagate Technology Holdings plc | Technology | $2.8M | 0.9% | 3,001 | +0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Walmart Inc. | Consumer Staples | $2.8M | 0.9% | 27K | +6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | VISA INC. | Financials | $2.6M | 0.8% | 7,358 | +0.3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETFetf/fund | — | $2.5M | 0.8% | 23K | +0.3% | — | — | 13F |
| 26 | $AVGO | Broadcom Inc. | Technology | $2.4M | 0.8% | 6,949 | +0.4% | |||
| 27 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $2.4M | 0.8% | 60K | +1% | |||
| 28 | — | VANGUARD WORLD FD - INF TECH ETF | — | $2.3M | 0.8% | 19K | -0.5% | |||
| 29 | — | ISHARES TR - CORE S&P500 ETF | — | $2.3M | 0.8% | 3,019 | +0.6% | |||
| 30 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.3M | 0.8% | 4,636 | +0.1% | |||
| 31 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.2M | 0.7% | 7,796 | +0.8% | |||
| 32 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.2M | 0.7% | 2,460 | +1.0% | |||
| 33 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $2.1M | 0.7% | 44K | +1% | |||
| 34 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.7% | 1,828 | +2% | |||
| 35 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.1M | 0.7% | 14K | -2% | |||
| 36 | $MS | MORGAN STANLEY | Financials | $2.0M | 0.6% | 10K | -1% | |||
| 37 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $1.9M | 0.6% | 24K | +2% | |||
| 38 | $NFLX | NETFLIX INC | Communication Services | $1.9M | 0.6% | 27K | -1% | |||
| 39 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.9M | 0.6% | 41K | -1% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.8M | 0.6% | 1,958 | -0.1% | |||
| 41 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.7M | 0.6% | 18K | +0.1% | |||
| 42 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.7M | 0.6% | 16K | -0.5% | |||
| 43 | $FDX | FEDEX CORP | Industrials | $1.7M | 0.5% | 5,798 | -0.0% | |||
| 44 | $CAT | CATERPILLAR INC | Industrials | $1.6M | 0.5% | 1,971 | +1% | |||
| 45 | $PLTR | Palantir Technologies Inc. | Technology | $1.5M | 0.5% | 8,177 | +2% | |||
| 46 | $MRK | Merck & Co., Inc. | Healthcare | $1.5M | 0.5% | 10K | -0.3% | |||
| 47 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.5% | 5,613 | +1% | |||
| 48 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.5M | 0.5% | 6,295 | -4% | |||
| 49 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.4M | 0.5% | 15K | -0.5% | |||
| 50 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | — | $1.4M | 0.5% | 8,650 | — | |||
| 51 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.4M | 0.4% | 3,687 | -0.7% | |||
| 52 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.4% | 6,177 | +2% | |||
| 53 | $PPL | PPL Corp | Utilities | $1.2M | 0.4% | 37K | +0.1% | |||
| 54 | $SHOP | SHOPIFY INC. | Technology | $1.2M | 0.4% | 8,298 | -2% | |||
| 55 | $QCOM | QUALCOMM INC/DE | Technology | $1.2M | 0.4% | 6,545 | -1% | |||
| 56 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.2M | 0.4% | 7,399 | New | |||
| 57 | $BA | BOEING CO | Industrials | $1.2M | 0.4% | 6,426 | -0.8% | |||
| 58 | $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | Other | $1.2M | 0.4% | 107K | -10% | |||
| 59 | $STT | STATE STREET CORP | Financials | $1.1M | 0.3% | 27K | +3% | |||
| 60 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.1M | 0.3% | 4,866 | +7% | |||
| 61 | $ADI | ANALOG DEVICES INC | Technology | $1.0M | 0.3% | 2,587 | -3% | |||
| 62 | $FCX | FREEPORT-MCMORAN INC | Materials | $932K | 0.3% | 13K | -5% | |||
| 63 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $878K | 0.3% | 1,186 | -2% | |||
| 64 | $RTX | RTX Corp | Industrials | $876K | 0.3% | 4,721 | +0.1% | |||
| 65 | $LMT | LOCKHEED MARTIN CORP | Industrials | $868K | 0.3% | 1,705 | +0.4% | |||
| 66 | — | SSGA ACTIVE TR - STATE STREET US | — | $863K | 0.3% | 13K | -6% | |||
| 67 | $TGT | TARGET CORP | Consumer Staples | $858K | 0.3% | 5,478 | +0.5% | |||
| 68 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $858K | 0.3% | 7,550 | -1% | |||
| 69 | $LRCX | LAM RESEARCH CORP | Technology | $856K | 0.3% | 2,604 | +0.4% | |||
| 70 | $PANW | Palo Alto Networks Inc | Technology | $842K | 0.3% | 2,118 | -0.0% | |||
| 71 | $NOW | ServiceNow, Inc. | Technology | $796K | 0.3% | 5,940 | +4% | |||
| 72 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $795K | 0.3% | 4,316 | -0.1% | |||
| 73 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $795K | 0.3% | 5,272 | +62% | |||
| 74 | $KO | COCA COLA CO | Consumer Staples | $792K | 0.3% | 9,195 | +2% | |||
| 75 | $CRM | Salesforce, Inc. | Technology | $778K | 0.3% | 3,388 | +2% | |||
| 76 | $PEP | PEPSICO INC | Consumer Staples | $776K | 0.3% | 6,126 | -0.6% | |||
| 77 | $MPC | Marathon Petroleum Corp | Energy | $761K | 0.3% | 1,924 | +0.1% | |||
| 78 | $PM | Philip Morris International Inc. | Consumer Staples | $749K | 0.2% | 3,926 | — | |||
| 79 | $SPY | SPDR S&P 500 ETF TRUST | — | $747K | 0.2% | 979 | -2% | |||
| 80 | $UBER | Uber Technologies, Inc | Technology | $730K | 0.2% | 11K | -11% | |||
| 81 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $710K | 0.2% | 13K | +0.5% | |||
| 82 | — | ISHARES TR - CORE S&P TTL STK | — | $701K | 0.2% | 4,215 | -3% | |||
| 83 | $NEE | NEXTERA ENERGY INC | Utilities | $693K | 0.2% | 9,150 | -1% | |||
| 84 | $INTC | INTEL CORP | Technology | $678K | 0.2% | 5,640 | +10% | |||
| 85 | $C | CITIGROUP INC | Financials | $677K | 0.2% | 5,225 | +0.0% | |||
| 86 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $665K | 0.2% | 2,583 | +0.3% | |||
| 87 | $MA | Mastercard Inc | Financials | $626K | 0.2% | 1,134 | +0.4% | |||
| 88 | $SPOT | Spotify Technology S.A. | Communication Services | $612K | 0.2% | 1,255 | +0.8% | |||
| 89 | — | ISHARES TR - CORE S&P MCP ETF | — | $609K | 0.2% | 8,464 | -2% | |||
| 90 | $ARM | ARM HOLDINGS PLC /UK | Technology | $575K | 0.2% | 1,985 | -0.9% | |||
| 91 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $562K | 0.2% | 6,240 | — | |||
| 92 | $PSX | Phillips 66 | Energy | $559K | 0.2% | 2,187 | +0.1% | |||
| 93 | $VLO | VALERO ENERGY CORP/TX | Energy | $551K | 0.2% | 1,421 | +0.2% | |||
| 94 | $DIS | Walt Disney Co | Communication Services | $544K | 0.2% | 5,183 | -5% | |||
| 95 | $GD | GENERAL DYNAMICS CORP | Industrials | $530K | 0.2% | 1,596 | -0.3% | |||
| 96 | — | ISHARES TR - CORE HIGH DV ETF | — | $524K | 0.2% | 19K | — | |||
| 97 | $NUE | NUCOR CORP | Materials | $513K | 0.2% | 2,195 | +0.7% | |||
| 98 | $MMM | 3M CO | Healthcare | $509K | 0.2% | 3,103 | -0.3% | |||
| 99 | — | ISHARES TR - RUSSELL 2000 ETF | — | $503K | 0.2% | 1,811 | +10% | |||
| 100 | $AXP | AMERICAN EXPRESS CO | Financials | $499K | 0.2% | 1,641 | -2% | |||
| 101 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $475K | 0.1% | 5,938 | -0.3% | |||
| 102 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $471K | 0.1% | 773 | — | |||
| 103 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $459K | 0.1% | 6,819 | -0.6% | |||
| 104 | — | ISHARES TR - S&P 500 GRWT ETF | — | $456K | 0.1% | 3,208 | +15% | |||
| 105 | $MRVL | Marvell Technology, Inc. | Technology | $456K | 0.1% | 1,726 | — | |||
| 106 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $451K | 0.1% | 1,746 | -4% | |||
| 107 | $AMGN | AMGEN INC | Healthcare | $448K | 0.1% | 1,062 | -4% | |||
| 108 | $CMI | CUMMINS INC | Industrials | $442K | 0.1% | 855 | +0.1% | |||
| 109 | — | ISHARES TR - GLOBAL TECH ETF | — | $420K | 0.1% | 2,833 | — | |||
| 110 | $WM | WASTE MANAGEMENT INC | Utilities | $419K | 0.1% | 2,053 | -0.8% | |||
| 111 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $411K | 0.1% | 2,645 | +22% | |||
| 112 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $383K | 0.1% | 6,809 | +66% | |||
| 113 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $371K | 0.1% | 4,768 | -2% | |||
| 114 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $368K | 0.1% | 1,554 | -0.9% | |||
| 115 | $SNDK | Sandisk Corp | Technology | $357K | 0.1% | 205 | — | |||
| 116 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $345K | 0.1% | 3,604 | +0.0% | |||
| 117 | $ABT | ABBOTT LABORATORIES | Healthcare | $344K | 0.1% | 3,479 | -4% | |||
| 118 | $ALL | ALLSTATE CORP | Financials | $339K | 0.1% | 1,529 | -6% | |||
| 119 | $BLK | BlackRock, Inc. | Financials | $339K | 0.1% | 320 | -0.6% | |||
| 120 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $337K | 0.1% | 4,305 | — | |||
| 121 | $ORCL | ORACLE CORP | Technology | $334K | 0.1% | 2,432 | +4% | |||
| 122 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $334K | 0.1% | 638 | -3% | |||
| 123 | $FDBC | FIDELITY D & D BANCORP INC | Financials | $323K | 0.1% | 5,943 | — | |||
| 124 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $319K | 0.1% | 623 | -1% | |||
| 125 | $CB | Chubb Ltd | Financials | $315K | 0.1% | 970 | -1% | |||
| 126 | $APD | Air Products & Chemicals, Inc. | Materials | $305K | 0.1% | 1,095 | — | |||
| 127 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $304K | 0.1% | 2,776 | New | |||
| 128 | $AFL | AFLAC INC | Financials | $299K | 0.1% | 2,676 | -2% | |||
| 129 | — | ISHARES TR - CORE MSCI EAFE | — | $295K | 0.1% | 3,042 | -1% | |||
| 130 | $TWLO | TWILIO INC | Technology | $292K | 0.1% | 1,000 | — | |||
| 131 | — | ISHARES TR - US AER DEF ETF | — | $292K | 0.1% | 1,408 | +12% | |||
| 132 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $292K | 0.1% | 1,250 | — | |||
| 133 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $282K | 0.1% | 2,996 | -4% | |||
| 134 | — | ISHARES TR - U.S. TECH ETF | — | $270K | 0.1% | 1,018 | +0.1% | |||
| 135 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $269K | 0.1% | 1,211 | — | |||
| 136 | — | ISHARES TR - S&P 500 VAL ETF | — | $268K | 0.1% | 1,173 | +15% | |||
| 137 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $244K | 0.1% | 10K | -3% | |||
| 138 | $JCI | Johnson Controls International plc | Industrials | $243K | 0.1% | 1,632 | -4% | |||
| 139 | $NWBI | Northwest Bancshares, Inc. | Financials | $239K | 0.1% | 16K | — | |||
| 140 | $DE | DEERE & CO | Industrials | $234K | 0.1% | 349 | +0.3% | |||
| 141 | $SO | SOUTHERN CO | Utilities | $232K | 0.1% | 2,796 | -4% | |||
| 142 | — | ISHARES TR - CORE S&P SCP ETF | — | $231K | 0.1% | 1,700 | -11% | |||
| 143 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $228K | 0.1% | 2,669 | +0.6% | |||
| 144 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $223K | 0.1% | 3,156 | -8% | |||
| 145 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $218K | 0.1% | 174 | -4% | |||
| 146 | — | SSGA ACTIVE TR - STATE STREET IG | — | $218K | 0.1% | 9,050 | — | |||
| 147 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $215K | 0.1% | 695 | -3% | |||
| 148 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $213K | 0.1% | 315 | New | |||
| 149 | $KMI | KINDER MORGAN, INC. | Energy | $213K | 0.1% | 7,062 | +1% | |||
| 150 | — | VANGUARD WORLD FD - ENERGY ETF | — | $207K | 0.1% | 1,205 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 61 added to, 70 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$XOM.R34088EXXON MOBIL CORP$1.2M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$304K
first bought this quarter
$TMOTHERMO FISHER SCIENTIFIC INC.$213K
first bought this quarter
- VANGUARD WORLD FD - ENERGY ETF$207K
first bought this quarter
$EFXEQUIFAX INC$201K
first bought this quarter
$MDTMedtronic plc$200K
first bought this quarter
Added to (61)
now $4.6M · held 11+ qtrs
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+62%now $795K · held 2 qtrs, 2 adds in a row
now $2.9M · held 6 qtrs
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+5%
now $4.6M
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM+66%
now $383K
$WMTWalmart Inc.+6%
now $2.8M · held 11+ qtrs
+55 more in the Excel export
Trimmed (70)
now $17.6M · held 11+ qtrs, 2 trims in a row
now $52.3M · held 11+ qtrs
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-2%
now $12.5M
$PTYPIMCO CORPORATE & INCOME OPPORTUNITY FUND-10%
now $1.2M · held 10 qtrs, 4 trims in a row
now $5.9M · held 11+ qtrs, 4 trims in a row
now $10.1M · held 11+ qtrs
+64 more in the Excel export
Holdings by quarter
Every 13F Zullo Investment Group, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Zullo Investment Group?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Zullo Investment Group's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 7% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Zullo Investment Group, Inc. disclosed 156 positions worth $309.7M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 16.9% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 6 new positions and exited 7 — including a new stake in $XOM.R34088 and a full exit from $NRG. The portfolio is most concentrated in Technology (49.4% of disclosed assets). All figures are sourced directly from Zullo Investment Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1909760.
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AI-Powered Hedge Fund Analysis: Zullo Investment Group, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Zullo Investment Group, Inc. (SEC CIK: 1909760), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Zullo Investment Group, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.