Zullo Investment Group, Inc.

CIK

1909760

Location

SCRANTON, PA

Portfolio Value

Small $198,543,888

Diversification

Diversified

Filing Date

Global Rank

#4,210 / 8,605 ▼ 1 · as of Mar 2026

Top Industry

Consumer Electronics 20.5%

3Y Alpha vs SPY

-1.2%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.0%

SPY

+75.5%

Annualised alpha

-1.0%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

20.4%

−0.5 pts

Top 5

46.1%

−2.7 pts

Top 10

56.4%

−2.5 pts

HHI

665

Diversified−51

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.3%	$93,998,420	27
Financial Services	12.5%	$24,751,763	24
Consumer Cyclical	9.3%	$18,532,775	6
Communication Services	8.7%	$17,180,155	7
Industrials	6.3%	$12,475,019	17
Consumer Defensive	6.0%	$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	$1,708,573
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 positions · $198,543,888 total · 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%	20.40%
NVDA	Nvidia Corp Technology	Reduced	124,819	-5,723	$21,768,433	−10.6%	10.96%
MSFT	Microsoft Corp Technology	Added	35,559	+2,574	$13,162,875	−17.5%	6.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	41,831	-34	$8,712,142	−9.8%	4.39%
META	Meta Platforms, Inc. Communication Services	Reduced	12,945	-81	$7,406,222	−13.9%	3.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	20,734	+198	$6,099,113	−7.8%	3.07%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	10,114	-730	$3,759,879	−22.9%	1.89%
GOOGL	Alphabet Inc. Communication Services	Added	12,592	+865	$3,620,955	−1.4%	1.82%
WMT	Walmart Inc. Consumer Defensive	Added	28,851	+151	$3,585,602	+12.1%	1.81%
JNJ	Johnson & Johnson Healthcare	Added	13,551	+307	$3,312,406	+20.9%	1.67%
NFLX	Netflix Inc Communication Services	Reduced	27,231	-411	$2,618,260	+1.0%	1.32%
HD	Home Depot, Inc. Consumer Cyclical	Added	7,942	+60	$2,612,044	−3.7%	1.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	16,295	+1,325	$2,353,649	+9.7%	1.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,737	+18	$2,269,970	−4.3%	1.14%
GS	Goldman Sachs Group Inc Financial Services	Added	2,632	+20	$2,226,645	−3.0%	1.12%
V	Visa Inc. Financial Services	Reduced	7,308	-21	$2,208,769	−14.1%	1.11%
AMD	Advanced Micro Devices Inc Technology	Reduced	10,725	-114	$2,181,786	−6.0%	1.10%
AVGO	Broadcom Inc. Technology	Reduced	6,928	-354	$2,144,285	−14.9%	1.08%
VZ	Verizon Communications Inc Communication Services	Reduced	42,674	-1,136	$2,142,234	+20.1%	1.08%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,745	+239	$2,096,278	+5.4%	1.06%
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%	0.89%
MS	Morgan Stanley Financial Services	Added	10,710	+146	$1,762,544	−6.0%	0.89%
FDX	Fedex Corp Industrials	Added	5,953	+135	$1,708,573	+26.2%	0.86%
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%	0.70%
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%	0.67%
CSCO	Cisco Systems, Inc. Technology	Reduced	16,878	-214	$1,309,564	−0.5%	0.66%
BA	Boeing Co Industrials	Added	6,463	+91	$1,286,330	−7.0%	0.65%
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%	0.61%
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%	0.53%
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%	0.46%
RTX	RTX Corp Industrials	Added	4,693	+87	$905,279	+7.2%	0.46%
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%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	14,426	-371	$847,960	+12.8%	0.43%