Zullo Investment Group, Inc. Portfolio Holdings

Zullo Investment Group, Inc.

  • $232 Million
  • Q1 2025

Zullo Investment Group, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Million distributed in 146 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.7M, Nvidia Corp with a value of $14.6M, Microsoft Corp with a value of $12.9M, Amazon Com Inc with a value of $8.49M, and Meta Platforms, Inc. with a value of $7.54M.

Examining the 13F form we can see an decrease of $14.4M in the current position value, from $246M to 232M.

Zullo Investment Group, Inc. is based out at Scranton, PA

Below you can find more details about Zullo Investment Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $232 Million
Technology: $80.5 Million
ETFs: $46.9 Million
Financial Services: $27 Million
Communication Services: $18.8 Million
Consumer Cyclical: $18.1 Million
Consumer Defensive: $13.3 Million
Industrials: $11.4 Million
Healthcare: $9.62 Million
Other: $6.34 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$37.7 Million 16.24% of portfolio
169,592
Q1 2025 Reduced 1.02%
$284B
$14.6 Million 6.31% of portfolio
135,001
Q1 2025 Reduced 3.35%
$3.25T
$12.9 Million 5.57% of portfolio
34,444
Q1 2025 Reduced 0.32%
$1.9T
$8.49 Million 3.66% of portfolio
44,634
Q1 2025 Reduced 1.83%
$1.25T
$7.54 Million 3.25% of portfolio
13,084
Q1 2025 Reduced 3.2%
$741B
$5.07 Million 2.18% of portfolio
20,653
Q1 2025 Added 0.67%
$462B
$3.99 Million 1.72% of portfolio
5
Q4 2021 New
$370B
$3.19 Million 1.38% of portfolio
8,709
Q1 2025 Added 1.82%
$270B
$3.1 Million 1.34% of portfolio
35,293
Q1 2025 Reduced 12.09%
$694B
$2.92 Million 1.26% of portfolio
5,482
Q1 2025 Added 0.02%
$1.01T
$2.91 Million 1.25% of portfolio
18,633
Q1 2025 Reduced 4.43%
$405B
$2.86 Million 1.23% of portfolio
17,262
Q1 2025 Added 2.46%
$885B
$2.72 Million 1.17% of portfolio
10,502
Q1 2025 Added 2.68%
$570B
$2.58 Million 1.11% of portfolio
7,356
Q1 2025 Added 1.28%
$376B
$2.55 Million 1.1% of portfolio
14,948
Q1 2025 Reduced 2.04%
$505B
$2.52 Million 1.08% of portfolio
2,698
Q1 2025 Added 1.31%
$183B
$2.35 Million 1.01% of portfolio
51,881
Q1 2025 Reduced 3.76%
$232B
$2.01 Million 0.87% of portfolio
6,449
Q1 2025 Added 2.11%
$69.7B
$1.97 Million 0.85% of portfolio
17,941
Q1 2025 Added 2.57%
$0
$1.95 Million 0.84% of portfolio
134,674
Q1 2025 Added 134.14%
$449B
$1.81 Million 0.78% of portfolio
1,910
Q1 2025 Reduced 15.6%
$379B
$1.76 Million 0.76% of portfolio
3,364
Q1 2025 Added 0.45%
$957B
$1.74 Million 0.75% of portfolio
11,264
Q1 2025 Added 2.88%
$430B
$1.72 Million 0.74% of portfolio
14,426
Q1 2025 Added 0.65%
$152B
$1.56 Million 0.67% of portfolio
19,916
Q1 2025 Reduced 2.3%
$56.5B
$1.53 Million 0.66% of portfolio
6,279
Q1 2025 Reduced 5.05%
$95.3B
$1.53 Million 0.66% of portfolio
4,347
Q1 2025 Added 1.0%
$191B
$1.45 Million 0.63% of portfolio
2,660
Q1 2025 Added 3.3%
$310B
$1.35 Million 0.58% of portfolio
18,914
Q1 2025 Added 1.57%
$781B
$1.29 Million 0.56% of portfolio
1,564
Q1 2025 Added 3.37%
$203B
$1.27 Million 0.55% of portfolio
10,905
Q1 2025 Reduced 0.44%
$169B
$1.25 Million 0.54% of portfolio
17,148
Q1 2025 Added 5.26%
$81.3B
$1.18 Million 0.51% of portfolio
7,056
Q1 2025 Reduced 0.24%
$182B
$1.15 Million 0.5% of portfolio
7,683
Q1 2025 Reduced 0.34%
$157B
$1.14 Million 0.49% of portfolio
7,394
Q1 2025 Added 0.35%
$244B
$1.15 Million 0.49% of portfolio
18,592
Q1 2025 Added 21.35%
$162B
$1.12 Million 0.48% of portfolio
10,918
Q1 2025 Reduced 2.32%
$347B
$1.09 Million 0.47% of portfolio
5,201
Q1 2025 Reduced 0.25%
$111B
$1.07 Million 0.46% of portfolio
6,276
Q1 2025 Added 12.03%
$140B
$1.06 Million 0.46% of portfolio
4,542
Q1 2025 Added 1.09%
$38.2B
$1.05 Million 0.45% of portfolio
9,379
Q1 2025 Reduced 1.56%
$210B
$1.02 Million 0.44% of portfolio
11,351
Q1 2025 Added 0.29%
$208B
$934,000 0.4% of portfolio
3,474
Q1 2025 Added 2.27%
$265B
$900,000 0.39% of portfolio
5,385
Q1 2025 Added 5.94%
$117B
$871,000 0.38% of portfolio
9,131
Q1 2025 Reduced 1.83%
$26.7B
$865,000 0.37% of portfolio
23,969
Q1 2025 Reduced 0.25%
$243B
$768,000 0.33% of portfolio
9,100
Q1 2025 Added 4.79%
$43.3B
$750,000 0.32% of portfolio
7,196
Q1 2025 Reduced 0.99%
$74B
$735,000 0.32% of portfolio
2,965
Q1 2025 Reduced 1.43%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $232 Million
  • Prior Value $246 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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