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 Market Cap. of $200 Billions or more

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%
$232B
$2.01 Million 0.87% of portfolio
6,449
Q1 2025 Added 2.11%
$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%
$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%
$244B
$1.15 Million 0.49% of portfolio
18,592
Q1 2025 Added 21.35%
$347B
$1.09 Million 0.47% of portfolio
5,201
Q1 2025 Reduced 0.25%
$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%
$243B
$768,000 0.33% of portfolio
9,100
Q1 2025 Added 4.79%
$273B
$707,000 0.3% of portfolio
2,637
Q1 2025 Added 10.2%
$330B
$668,000 0.29% of portfolio
16,029
Q1 2025 Added 1.07%
$268B
$624,000 0.27% of portfolio
3,935
Q1 2024 Added 0.67%
$535B
$564,000 0.24% of portfolio
1,030
Q1 2025 Added 7.52%
$232B
$528,000 0.23% of portfolio
3,983
Q1 2025 Added 3.08%
$280B
$454,000 0.2% of portfolio
6,327
Q1 2025 Added 2.38%
$403B
$325,000 0.14% of portfolio
2,331
Q1 2025 Added 6.05%

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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