Zullo Investment Group, Inc.
CIK: 0001909760SEC EDGAR →
Portfolio Value
$273.4M
Holdings
154
As of
Q4 2025
New Positions
154
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 161,335 | $43.9M | 16.04% |
| 2 | NVIDIA CORPORATION | 130,542 | $24.3M | 8.91% |
| 3 | MICROSOFT CORP | 32,985 | $16.0M | 5.84% |
| 4 | AMAZON COM INC | 41,865 | $9.7M | 3.53% |
| 5 | SELECT SECTOR SPDR TR | 65,365 | $9.4M | 3.44% |
| 6 | META PLATFORMS INC | 13,026 | $8.6M | 3.15% |
| 7 | JPMORGAN CHASE & CO. | 20,536 | $6.6M | 2.42% |
| 8 | ALPHABET INC | 18,663 | $5.9M | 2.14% |
| 9 | SELECT SECTOR SPDR TR | 105,511 | $5.8M | 2.11% |
| 10 | TESLA INC | 10,844 | $4.9M | 1.78% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (154)
$43.9M · 161K shares
$24.3M · 131K shares
$16.0M · 33K shares
$9.7M · 42K shares
$9.4M · 65K shares
$8.6M · 13K shares
$6.6M · 21K shares
$5.9M · 19K shares
$5.8M · 106K shares
$4.9M · 11K shares
$3.7M · 12K shares
$3.5M · 30K shares
$3.3M · 21K shares
$3.2M · 29K shares
$3.1M · 20K shares
$3.0M · 108K shares
$2.8M · 23K shares
$2.7M · 13K shares
$2.7M · 61K shares
$2.7M · 8K shares
$2.6M · 28K shares
$2.6M · 60K shares
$2.6M · 7K shares
$2.5M · 7K shares
$2.5M · 4K shares
$2.4M · 5K shares
$2.3M · 11K shares
$2.3M · 3K shares
$2.1M · 15K shares
$2.1M · 3K shares
$2.0M · 4K shares
$2.0M · 7K shares
$2.0M · 44K shares
$1.9M · 19K shares
$1.9M · 11K shares
$1.9M · 2K shares
$1.8M · 2K shares
$1.8M · 140K shares
$1.8M · 44K shares
$1.8M · 23K shares
$1.7M · 2K shares
$1.7M · 6K shares
$1.6M · 9K shares
$1.5M · 16K shares
$1.4M · 6K shares
$1.3M · 8K shares
$1.3M · 5K shares
$1.3M · 17K shares
$1.3M · 6K shares
$1.2M · 9K shares
$1.2M · 15K shares
$1.2M · 4K shares
$1.2M · 11K shares
$1.2M · 7K shares
$1.1M · 2K shares
$1.1M · 4K shares
$1.0M · 26K shares
$1.0M · 7K shares
$986K · 9K shares
$887K · 6K shares
$874K · 16K shares
$844K · 5K shares
$843K · 7K shares
$837K · 24K shares
$825K · 3K shares
$804K · 2K shares
$782K · 3K shares
$760K · 9K shares
$753K · 3K shares
$751K · 15K shares
$696K · 1K shares
$684K · 3K shares
$682K · 2K shares
$664K · 1K shares
$663K · 4K shares
$645K · 4K shares
$636K · 1K shares
$636K · 2K shares
$635K · 4K shares
$624K · 5K shares
$623K · 9K shares
$617K · 5K shares
$606K · 890 shares
$582K · 9K shares
$577K · 2K shares
$575K · 4K shares
$566K · 6K shares
$546K · 2K shares
$536K · 3K shares
$532K · 2K shares
$520K · 2K shares
$519K · 1K shares
$487K · 4K shares
$484K · 2K shares
$472K · 5K shares
$462K · 2K shares
$461K · 2K shares
$456K · 4K shares
$425K · 2K shares
$419K · 822 shares
$413K · 2K shares
$408K · 7K shares
$405K · 6K shares
$397K · 2K shares
$394K · 1K shares
$379K · 2K shares
$377K · 353 shares
$348K · 2K shares
$343K · 3K shares
$342K · 2K shares
$339K · 943 shares
$332K · 1K shares
$320K · 916 shares
$312K · 3K shares
$312K · 2K shares
$312K · 4K shares
$311K · 5K shares
$298K · 659 shares
$297K · 2K shares
$295K · 3K shares
$282K · 1K shares
$278K · 941 shares
$275K · 3K shares
$274K · 12K shares
$269K · 1K shares
$269K · 3K shares
$263K · 2K shares
$258K · 6K shares
$257K · 11K shares
$255K · 886 shares
$254K · 10K shares
$253K · 4K shares
$248K · 3K shares
$248K · 8K shares
$247K · 2K shares
$247K · 7K shares
$245K · 2K shares
$240K · 9K shares
$233K · 2K shares
$225K · 1K shares
$221K · 10K shares
$219K · 1K shares
$215K · 2K shares
$214K · 3K shares
$211K · 2K shares
$210K · 3K shares
$208K · 2K shares
$207K · 3K shares
$205K · 355 shares
$203K · 1K shares
$193K · 16K shares
$139K · 14K shares
$56K · 11K shares
$49K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 31 | $108.0M | 39.5% |
| Financial Services | 53 | $75.6M | 27.7% |
| Communication Services | 7 | $22.3M | 8.2% |
| Consumer Cyclical | 6 | $20.6M | 7.5% |
| Industrials | 16 | $11.9M | 4.4% |
| Healthcare | 10 | $9.8M | 3.6% |
| Consumer Defensive | 9 | $9.7M | 3.6% |
| Unknown | 11 | $9.5M | 3.5% |
| Energy | 5 | $2.6M | 0.9% |
| Utilities | 3 | $1.9M | 0.7% |
| Basic Materials | 3 | $1.4M | 0.5% |