Zullo Investment Group, Inc. Portfolio Holdings

Zullo Investment Group, Inc.

  • $240 Million
  • Q3 2024

Zullo Investment Group, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Million distributed in 150 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.2M, Nvidia Corp with a value of $16.9M, Microsoft Corp with a value of $14.9M, Amazon Com Inc with a value of $8.5M, and Meta Platforms, Inc. with a value of $7.78M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $227M to 240M.

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 $240 Million
Technology: $87.1 Million
ETFs: $49 Million
Financial Services: $22.3 Million
Consumer Cyclical: $19.4 Million
Communication Services: $18.7 Million
Consumer Defensive: $14.3 Million
Industrials: $12.2 Million
Healthcare: $10.2 Million
Other: $6.65 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$288M
$293,000 0.12% of portfolio
5,943
Q2 2024 Reduced 4.04%
$92.9M
$39,000 0.02% of portfolio
20,420
Q2 2024 Added 5.15%

Summary

  • Portfolio
  • No. of Stocks 150
  • Current Value $240 Million
  • Prior Value $227 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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