Zullo Investment Group, Inc.

CIK

1909760

Location

SCRANTON, PA

Portfolio Value

Small $200,202,240

Diversification

Diversified

Filing Date

Global Rank

#4,197 / 8,622 ▼ 19 · as of Mar 2026

Top Industry

Consumer Electronics 20.4%

3Y Alpha vs SPY

-0.6%

Period ended 4 months ago

Filed Apr 15, 2026 · 4mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+75.2%

SPY

+67.9%

Annualised alpha

+1.7%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

119 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.2%

−0.5 pts

Top 5

45.7%

−2.6 pts

Top 10

55.9%

−2.4 pts

HHI

655

Diversified−49

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.6%	$95,268,033	27
Financial Services	12.4%	$24,751,763	24
Consumer Cyclical	9.3%	$18,532,775	6
Communication Services	8.6%	$17,180,155	7
Industrials	6.4%	$12,863,758	17
Consumer Defensive	5.9%	$11,906,022	10
Healthcare	4.9%	$9,813,830	9
Energy	2.2%	$4,378,280	8
Utilities	1.3%	$2,509,260	5
Basic Materials	0.8%	$1,646,020	4
Unclassified	0.7%	$1,352,344	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+2,574	35,559	$13,162,875
PG	PROCTER & GAMBLE Co	+1,325	16,295	$2,353,649
GOOGL	Alphabet Inc.	+865	12,592	$3,620,955
NOW	ServiceNow, Inc.	+711	5,039	$526,827
SOFI	SoFi Technologies, Inc.	+610	10,324	$163,945
CVX	Chevron Corp	+593	6,413	$1,326,849
TGT	Target Corp	+531	5,364	$650,116
XOM	ExxonMobil Holdings Corp	+374	7,385	$1,252,939
CRM	Salesforce, Inc.	+348	3,302	$616,384
JNJ	Johnson & Johnson	+307	13,551	$3,312,406
MCD	Mcdonalds Corp	+239	6,745	$2,096,278
JPM	Jpmorgan Chase & Co	+198	20,734	$6,099,113
UNH	Unitedhealth Group Inc	+198	3,743	$1,012,818
KO	Coca Cola Co	+194	9,118	$693,423
QCOM	Qualcomm Inc/De	+169	6,934	$892,960
IBM	International Business Machines Corp	+153	4,678	$1,133,900
WMT	Walmart Inc.	+151	28,851	$3,585,602
CMCSA	Comcast Corp	+150	8,452	$242,656
MS	Morgan Stanley	+146	10,710	$1,762,544
MU	Micron Technology Inc	+145	2,536	$856,762
FDX	Fedex Corp	+135	5,953	$2,120,339
DIS	Walt Disney Co	+132	5,621	$541,751
QQQ	Invesco Qqq Trust, Series 1	+124	1,205	$695,501
SPY	Spdr S&P 500 ETF Trust	+120	1,010	$656,843
LMT	Lockheed Martin Corp	+111	1,774	$1,072,187
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PTY	Pimco Corporate & Income Opportunity Fund	−11,061	128,967	$1,555,342
NVDA	Nvidia Corp	−5,723	124,819	$21,768,433
AAPL	Apple Inc.	−1,735	159,600	$40,504,884
UBER	Uber Technologies, Inc	−1,217	13,585	$977,169
VZ	Verizon Communications Inc	−1,136	42,674	$2,142,234
PLTR	Palantir Technologies Inc.	−1,053	7,753	$1,134,108
TSLA	Tesla, Inc.	−730	10,114	$3,759,879
SCHW	Schwab Charles Corp	−521	18,807	$1,767,481
NFLX	Netflix Inc	−411	27,231	$2,618,260
FCX	Freeport-Mcmoran Inc	−371	14,426	$847,960
AVGO	Broadcom Inc.	−354	6,928	$2,144,285
SBUX	Starbucks Corp	−268	3,444	$308,547
CSCO	Cisco Systems, Inc.	−214	16,878	$1,309,564
NEE	Nextera Energy Inc	−204	9,271	$861,090
PRU	Prudential Financial Inc	−200	8,542	$834,467
KMB	Kimberly Clark Corp	−198	2,251	$217,153
SO	Southern Co	−168	2,917	$281,548
WFC	Wells Fargo & Company/Mn	−141	5,939	$472,803
ABT	Abbott Laboratories	−126	3,764	$386,449
PPL	PPL Corp	−120	23,786	$908,625
AMD	Advanced Micro Devices Inc	−114	10,725	$2,181,786
META	Meta Platforms, Inc.	−81	12,945	$7,406,222
JCI	Johnson Controls International plc	−69	1,701	$222,745
PEP	Pepsico Inc	−66	7,077	$1,098,987
PANW	Palo Alto Networks Inc	−60	2,096	$336,030
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
KMI	Kinder Morgan, Inc.	6,728	$225,589
AMAT	Applied Materials Inc /De	644	$220,112
AEP	American Electric Power Co Inc	1,650	$216,282
GWW	W.W. Grainger, Inc.	194	$211,617
CME	Cme Group Inc.	700	$206,745
DVN	Devon Energy Corp/De	4,002	$201,380
RIG	Transocean Ltd.	20,200	$133,926
CLF	Cleveland-Cliffs Inc.	11,340	$95,823
SATL	Satellogic Inc.	11,015	$59,921
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
RGTI	Rigetti Computing, Inc.	12,376	$274,128
SLV	iShares Silver Trust	3,270	$210,653
CLX	Clorox Co /De/	2,065	$208,213
TMO	Thermo Fisher Scientific Inc.	355	$205,704
GRAB	Grab Holdings Ltd	11,400	$56,886
PHK	Pimco High Income Fund	10,100	$49,086
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 tracked positions · $200,202,240 total · filing declares 158 positions · $263,514,470 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	159,600	-1,735	$40,504,884	−7.7%	20.23%
NVDA	Nvidia Corp Technology	Reduced	124,819	-5,723	$21,768,433	−10.6%	10.87%
MSFT	Microsoft Corp Technology	Added	35,559	+2,574	$13,162,875	−17.5%	6.57%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	41,831	-34	$8,712,142	−9.8%	4.35%
META	Meta Platforms, Inc. Communication Services	Reduced	12,945	-81	$7,406,222	−13.9%	3.70%
JPM	Jpmorgan Chase & Co Financial Services	Added	20,734	+198	$6,099,113	−7.8%	3.05%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	10,114	-730	$3,759,879	−22.9%	1.88%
GOOGL	Alphabet Inc. Communication Services	Added	12,592	+865	$3,620,955	−1.4%	1.81%
WMT	Walmart Inc. Consumer Defensive	Added	28,851	+151	$3,585,602	+12.1%	1.79%
JNJ	Johnson & Johnson Healthcare	Added	13,551	+307	$3,312,406	+20.9%	1.65%
NFLX	Netflix Inc Communication Services	Reduced	27,231	-411	$2,618,260	+1.0%	1.31%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,942	+60	$2,612,044	−3.7%	1.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,295	+1,325	$2,353,649	+9.7%	1.18%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,737	+18	$2,269,970	−4.3%	1.13%
GS	Goldman Sachs Group Inc Financial Services	Added	2,632	+20	$2,226,645	−3.0%	1.11%
V	Visa Inc. Financial Services	Reduced	7,308	-21	$2,208,769	−14.1%	1.10%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,725	-114	$2,181,786	−6.0%	1.09%
AVGO	Broadcom Inc. Technology	Reduced	6,928	-354	$2,144,285	−14.9%	1.07%
VZ	Verizon Communications Inc Communication Services	Reduced	42,674	-1,136	$2,142,234	+20.1%	1.07%
FDX	Fedex Corp Industrials	Added	5,953	+135	$2,120,339	+26.2%	1.06%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,745	+239	$2,096,278	+5.4%	1.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,962	+10	$1,954,995	+16.1%	0.98%
SCHW	Schwab Charles Corp Financial Services	Reduced	18,807	-521	$1,767,481	−8.5%	0.88%
MS	Morgan Stanley Financial Services	Added	10,710	+146	$1,762,544	−6.0%	0.88%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	4,336	-9	$1,692,817	−16.9%	0.85%
LLY	ELI LILLY & Co Healthcare	Added	1,755	+41	$1,614,196	−12.4%	0.81%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Reduced	128,967	-11,061	$1,555,342	−13.9%	0.78%
UPS	United Parcel Service Inc Industrials	Added	15,624	+80	$1,537,089	−0.3%	0.77%
CAT	Caterpillar Inc Industrials	Added	1,953	+2	$1,383,622	+23.8%	0.69%
MRK	Merck & Co., Inc. Healthcare	Added	11,122	+83	$1,337,865	+15.1%	0.67%
CVX	Chevron Corp Energy	Added	6,413	+593	$1,326,849	+49.6%	0.66%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,878	-214	$1,309,564	−0.5%	0.65%
BA	Boeing Co Industrials	Added	6,463	+91	$1,286,330	−7.0%	0.64%
XOM	ExxonMobil Holdings Corp Energy	Added	7,385	+374	$1,252,939	+48.5%	0.63%
ABBV	AbbVie Inc. Healthcare	Reduced	5,551	-53	$1,207,286	−5.7%	0.60%
STX	Seagate Technology Holdings plc Technology	Held	2,996	0	$1,173,712	+42.3%	0.59%
PLTR	Palantir Technologies Inc. Technology	Reduced	7,753	-1,053	$1,134,108	−27.5%	0.57%
IBM	International Business Machines Corp Technology	Added	4,678	+153	$1,133,900	−15.4%	0.57%
PEP	Pepsico Inc Consumer Defensive	Reduced	7,077	-66	$1,098,987	+7.2%	0.55%
LMT	Lockheed Martin Corp Industrials	Added	1,774	+111	$1,072,187	+33.3%	0.54%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,418	+50	$1,043,885	−0.9%	0.52%
UNH	Unitedhealth Group Inc Healthcare	Added	3,743	+198	$1,012,818	−13.5%	0.51%
SHOP	Shopify Inc. Technology	Added	8,440	+102	$1,001,152	−25.4%	0.50%
UBER	Uber Technologies, Inc Technology	Reduced	13,585	-1,217	$977,169	−19.2%	0.49%
PPL	PPL Corp Utilities	Reduced	23,786	-120	$908,625	+8.5%	0.45%
RTX	RTX Corp Industrials	Added	4,693	+87	$905,279	+7.2%	0.45%
QCOM	Qualcomm Inc/De Technology	Added	6,934	+169	$892,960	−22.8%	0.45%
ADI	Analog Devices Inc Technology	Reduced	2,759	-21	$877,748	+16.4%	0.44%
NEE	Nextera Energy Inc Utilities	Reduced	9,271	-204	$861,090	+13.2%	0.43%
MU	Micron Technology Inc Technology	Added	2,536	+145	$856,762	+25.5%	0.43%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.