Zullo Investment Group, Inc. Portfolio Holdings

Zullo Investment Group, Inc.

  • $269 Million
  • Q3 2025

Zullo Investment Group, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $269 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.2M, Nvidia Corp with a value of $24.6M, Microsoft Corp with a value of $17.3M, Meta Platforms, Inc. with a value of $9.79M, and Technology Sector Spdr with a value of $9.34M.

Examining the 13F form we can see an increase of $23.8M in the current position value, from $245M to 269M.

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 $269 Million
Technology: $104 Million
ETFs: $55.7 Million
Financial Services: $26.3 Million
Communication Services: $24.4 Million
Consumer Cyclical: $20.7 Million
Industrials: $11.8 Million
Consumer Defensive: $11.3 Million
Healthcare: $8.73 Million
Other: $6.12 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$954M
$228,000 0.08% of portfolio
6,350
Q3 2025 Added 2.34%
$1.49B
$200,000 0.07% of portfolio
16,218
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $269 Million
  • Prior Value $245 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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