Institutional Fund
Zullo Investment Group, Inc.
Scranton, PACIK 19097605 filings on record
Portfolio Value
$263.51M
Q1 2026
Holdings
158
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-3.6%
from $273.37M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc15.4%
- Nvidia Corporation8.3%
- Microsoft Corp5.0%
- Select Sector Spdr Tr3.4%
- Amazon Com Inc3.3%
- Meta Platforms Inc2.8%
- Other61.8%
Portfolio Holdings
158 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 159.6K | $40.51M | 15.4% | −1.7K | Reduced |
| 2 | Nvidia Corporation | 124.8K | $21.77M | 8.3% | −5.7K | Reduced |
| 3 | Microsoft Corp | 35.6K | $13.16M | 5.0% | +2.6K | Added |
| 4 | Select Sector Spdr Tr | 68.1K | $9.05M | 3.4% | +2.7K | Added |
| 5 | Amazon Com Inc | 41.8K | $8.71M | 3.3% | −34 | Reduced |
| 6 | Meta Platforms Inc | 12.9K | $7.41M | 2.8% | −81 | Reduced |
| 7 | Jpmorgan Chase & Co. | 20.7K | $6.10M | 2.3% | +198 | Added |
| 8 | Select Sector Spdr Tr | 107.1K | $5.29M | 2.0% | +1.6K | Added |
| 9 | Alphabet Inc | 18.0K | $5.17M | 2.0% | −638 | Reduced |
| 10 | Select Sector Spdr Tr | 67.9K | $4.16M | 1.6% | +6.9K | Added |
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