Zullo Investment Group, Inc.

CIK

1909760

Location

SCRANTON, PA

Portfolio Value

Small $222,625,757

Diversification

Diversified

Filing Date

Global Rank

#4,349 / 8,700 ▲ 799

Top Industry

Consumer Electronics 20.7%

Period ended 2 months ago

Filed Jul 31, 2026 · 44d

19 quarters · since Dec 2021

Portfolio Concentration

117 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.5%

+5.0 pts

Top 5

45.0%

+1.3 pts

Top 10

56.0%

−0.2 pts

HHI

663

Diversified+124

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	52.6%	$117,053,129	30
Financial Services	11.4%	$25,391,295	21
Consumer Cyclical	8.9%	$19,805,307	6
Communication Services	7.3%	$16,226,554	7
Industrials	6.3%	$14,010,358	20
Healthcare	4.9%	$10,805,121	8
Consumer Defensive	4.8%	$10,754,472	10
Utilities	1.2%	$2,694,218	4
Energy	1.1%	$2,457,537	5
Basic Materials	0.8%	$1,790,647	4
Unclassified	0.7%	$1,637,119	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
PPL	PPL Corp	+13,653	37,439	$1,360,907
SATL	Satellogic Inc.	+1,075	12,090	$69,154
NOW	ServiceNow, Inc.	+646	5,685	$564,406
KMI	Kinder Morgan, Inc.	+246	6,974	$222,958
PLTR	Palantir Technologies Inc.	+233	7,986	$931,726
NFLX	Netflix Inc	+225	27,456	$1,960,358
TGT	Target Corp	+89	5,453	$712,216
CRWD	CrowdStrike Holdings, Inc.	+45	4,381	$3,343,316
LLY	ELI LILLY & Co	+36	1,791	$2,148,179
V	Visa Inc.	+30	7,338	$2,517,594
VLO	Valero Energy Corp/Tx	+28	1,418	$369,303
ARM	Arm Holdings PLC /Uk	+26	2,004	$710,558
CRM	Salesforce, Inc.	+26	3,328	$521,364
PANW	Palo Alto Networks Inc	+23	2,119	$722,621
RTX	RTX Corp	+21	4,714	$894,387
WFC	Wells Fargo & Company/Mn	+16	5,955	$492,121
BA	Boeing Co	+12	6,475	$1,401,643
TSLA	Tesla, Inc.	+8	10,122	$4,257,313
JCI	Johnson Controls International plc	+5	1,706	$249,263
MCHP	Microchip Technology Inc	+1	4,872	$444,326
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−18,878	11,739	$4,195,166
PTY	Pimco Corporate & Income Opportunity Fund	−9,795	119,172	$1,433,639
WMT	Walmart Inc.	−3,624	25,227	$2,857,210
BAC	Bank Of America Corp /De/	−2,980	12,982	$739,714
NVDA	Nvidia Corp	−1,900	122,919	$24,594,862
PG	PROCTER & GAMBLE Co	−1,822	14,473	$2,122,320
AAPL	Apple Inc.	−1,695	157,905	$45,691,390
UBER	Uber Technologies, Inc	−1,607	11,978	$864,332
INTC	Intel Corp	−1,584	5,130	$716,301
VZ	Verizon Communications Inc	−1,322	41,352	$1,750,843
HON	Honeywell International Inc	−1,132	957	$214,272
CSCO	Cisco Systems, Inc.	−1,018	15,860	$1,862,915
SCHW	Schwab Charles Corp	−1,005	17,802	$1,642,590
PEP	Pepsico Inc	−914	6,163	$834,470
PRU	Prudential Financial Inc	−894	7,648	$825,448
AMZN	Amazon Com Inc	−787	41,044	$9,782,426
CLF	Cleveland-Cliffs Inc.	−780	10,560	$99,158
JPM	Jpmorgan Chase & Co	−761	19,973	$6,537,762
MRK	Merck & Co., Inc.	−726	10,396	$1,335,886
PNC	Pnc Financial Services Group, Inc.	−616	1,211	$298,172
MSFT	Microsoft Corp	−611	34,948	$13,036,302
LRCX	Lam Research Corp	−567	2,593	$1,123,624
MMM	3M Co	−498	3,113	$504,025
META	Meta Platforms, Inc.	−478	12,467	$7,022,536
JNJ	Johnson & Johnson	−456	13,095	$3,325,737
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	3,253	$555,807
MRVL	Marvell Technology, Inc.	1,726	$514,158
SNDK	Sandisk Corp	205	$466,114
WDC	Western Digital Corp	450	$287,424
GLW	Corning Inc /Ny	884	$225,800
DE	Deere & Co	348	$220,746
HONA	Honeywell Aerospace Inc.	977	$215,721
TWLO	Twilio Inc	1,000	$206,330
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	324,505	$29,902,822
STT	State Street Corp	107,144	$5,289,699
AAXJ	iShares MSCI All Country Asia ex Japan ETF	30,907	$5,239,144
—		69,605	$4,251,971
FNDA	Schwab Fundamental U.S. Small Company ETF	130,213	$3,927,250
VB	Vanguard Morningstar Small-Cap ETF	6,606	$2,959,330
XOM	ExxonMobil Holdings Corp	7,385	$1,252,939
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	8,650	$1,098,290
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	22,886	$1,027,185
COF	Capital One Financial Corp	2,405	$438,744
EDV	Vanguard World Funds Extended Duration ETF	3,587	$416,259
AIRR	First Trust RBA American Industrial Renaissance ETF	5,870	$400,803
AFK	VanEck Africa Index ETF	910	$348,894
VIG	Vanguard Dividend Appreciation ETF	1,225	$263,448
ADSK	Autodesk, Inc.	948	$226,951
MDT	Medtronic plc	2,561	$221,910
VEA	Vanguard FTSE Developed Markets ETF	3,438	$220,307
ANEW	ProShares MSCI Transformational Changes ETF	3,603	$219,783
AEP	American Electric Power Co Inc	1,650	$216,282
IVZ	Invesco Ltd.	10,247	$214,162
ADBE	Adobe Inc.	876	$212,938
CME	Cme Group Inc.	700	$206,745
DVN	Devon Energy Corp/De	4,002	$201,380
SOFI	SoFi Technologies, Inc.	10,324	$163,945
RIG	Transocean Ltd.	20,200	$133,926
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 tracked positions · $222,625,757 total · filing declares 157 positions · $293,110,125 · as of Jun 30, 2026

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

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	157,905	-1,695	$45,691,390	+12.8%	20.52%
NVDA	Nvidia Corp Technology	Reduced	122,919	-1,900	$24,594,862	+13.0%	11.05%
MSFT	Microsoft Corp Technology	Reduced	34,948	-611	$13,036,302	−1.0%	5.86%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	41,044	-787	$9,782,426	+12.3%	4.39%
META	Meta Platforms, Inc. Communication Services	Reduced	12,467	-478	$7,022,536	−5.2%	3.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	19,973	-761	$6,537,762	+7.2%	2.94%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,640	-85	$6,180,882	+183.3%	2.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,122	+8	$4,257,313	+13.2%	1.91%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,739	-18,878	$4,195,166	−52.3%	1.88%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	4,381	+45	$3,343,316	+97.5%	1.50%
JNJ	Johnson & Johnson Healthcare	Reduced	13,095	-456	$3,325,737	+0.4%	1.49%
STX	Seagate Technology Holdings plc Technology	Held	2,996	0	$2,891,140	+146.3%	1.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,227	-3,624	$2,857,210	−20.3%	1.28%
MU	Micron Technology Inc Technology	Reduced	2,441	-95	$2,817,621	+228.9%	1.27%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,732	-210	$2,726,921	+4.4%	1.22%
AVGO	Broadcom Inc. Technology	Reduced	6,919	-9	$2,613,652	+21.9%	1.17%
V	Visa Inc. Financial Services	Added	7,338	+30	$2,517,594	+14.0%	1.13%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,436	-196	$2,463,697	+10.6%	1.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,633	-104	$2,318,306	+2.1%	1.04%
MS	Morgan Stanley Financial Services	Reduced	10,526	-184	$2,200,355	+24.8%	0.99%
LLY	ELI LILLY & Co Healthcare	Added	1,791	+36	$2,148,179	+33.1%	0.96%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	14,473	-1,822	$2,122,320	−9.8%	0.95%
CAT	Caterpillar Inc Industrials	Reduced	1,947	-6	$2,073,360	+49.9%	0.93%
NFLX	Netflix Inc Communication Services	Added	27,456	+225	$1,960,358	−25.1%	0.88%
CSCO	Cisco Systems, Inc. Technology	Reduced	15,860	-1,018	$1,862,915	+42.3%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,959	-3	$1,832,585	−6.3%	0.82%
FDX	Fedex Corp Industrials	Reduced	5,800	-153	$1,816,154	−14.3%	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,532	-213	$1,765,664	−15.8%	0.79%
VZ	Verizon Communications Inc Communication Services	Reduced	41,352	-1,322	$1,750,843	−18.3%	0.79%
UPS	United Parcel Service Inc Industrials	Reduced	15,505	-119	$1,666,787	+8.4%	0.75%
SCHW	Schwab Charles Corp Financial Services	Reduced	17,802	-1,005	$1,642,590	−7.1%	0.74%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,712	-31	$1,542,818	+52.3%	0.69%
PTY	Pimco Corporate & Income Opportunity Fund Financial Services	Reduced	119,172	-9,795	$1,433,639	−7.8%	0.64%
BA	Boeing Co Industrials	Added	6,475	+12	$1,401,643	+9.0%	0.63%
ABBV	AbbVie Inc. Healthcare	Reduced	5,542	-9	$1,394,588	+15.5%	0.63%
PPL	PPL Corp Utilities	Added	37,439	+13,653	$1,360,907	+49.8%	0.61%
MRK	Merck & Co., Inc. Healthcare	Reduced	10,396	-726	$1,335,886	−0.1%	0.60%
IBM	International Business Machines Corp Technology	Reduced	4,538	-140	$1,276,130	+12.5%	0.57%
QCOM	Qualcomm Inc/De Technology	Reduced	6,628	-306	$1,224,788	+37.2%	0.55%
LRCX	Lam Research Corp Technology	Reduced	2,593	-567	$1,123,624	+66.4%	0.50%
ADI	Analog Devices Inc Technology	Reduced	2,655	-104	$1,054,486	+20.1%	0.47%
CVX	Chevron Corp Energy	Reduced	6,060	-353	$1,004,505	−24.3%	0.45%
SHOP	Shopify Inc. Technology	Reduced	8,434	-6	$962,994	−3.8%	0.43%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	4,320	-98	$952,516	−8.8%	0.43%
PLTR	Palantir Technologies Inc. Technology	Added	7,986	+233	$931,726	−17.8%	0.42%
RTX	RTX Corp Industrials	Added	4,714	+21	$894,387	−1.2%	0.40%
QQQ	Invesco Qqq Trust, Series 1	Held	1,205	0	$887,362	+27.6%	0.40%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	14,070	-356	$884,862	+4.4%	0.40%
LMT	Lockheed Martin Corp Industrials	Reduced	1,699	-75	$865,572	−19.3%	0.39%
UBER	Uber Technologies, Inc Technology	Reduced	11,978	-1,607	$864,332	−11.5%	0.39%

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.