Zullo Investment Group, Inc. Portfolio Holdings

Zullo Investment Group, Inc.

  • $227 Million
  • Q2 2024

Zullo Investment Group, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $227 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.1M, Nvidia Corp with a value of $16.3M, Microsoft Corp with a value of $15.3M, Amazon Com Inc with a value of $8.75M, and Technology Sector Spdr with a value of $7.45M.

Examining the 13F form we can see an increase of $13.8M in the current position value, from $213M to 227M.

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 $227 Million
Technology: $83.2 Million
ETFs: $46.3 Million
Financial Services: $21 Million
Communication Services: $18.1 Million
Consumer Cyclical: $17.9 Million
Consumer Defensive: $12.9 Million
Industrials: $11.7 Million
Healthcare: $9.69 Million
Other: $6.32 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$36.1 Million 15.89% of portfolio
171,347
Q2 2024 Reduced 0.29%
$302B
$16.3 Million 7.18% of portfolio
131,961
Q2 2024 Added 924.06%
$3.19T
$15.3 Million 6.72% of portfolio
34,129
Q2 2024 Added 0.2%
$1.92T
$8.75 Million 3.85% of portfolio
45,297
Q2 2024 Reduced 0.73%
$0
$7.45 Million 3.28% of portfolio
32,922
Q2 2024 Added 0.32%
$1.28T
$6.83 Million 3.01% of portfolio
13,544
Q2 2024 Added 1.39%
$0
$4.33 Million 1.91% of portfolio
105,301
Q2 2024 Added 0.54%
$617B
$4.15 Million 1.83% of portfolio
20,504
Q2 2024 Added 0.7%
$1.01T
$3.54 Million 1.56% of portfolio
19,298
Q2 2024 Added 0.36%
$412B
$3.06 Million 1.35% of portfolio
5
Q4 2021 New
$409B
$2.87 Million 1.27% of portfolio
8,350
Q2 2024 Added 2.17%
$0
$2.81 Million 1.24% of portfolio
30,883
Q2 2024 Added 2.94%
$0
$2.8 Million 1.23% of portfolio
19,192
Q2 2024 Added 1.74%
$217B
$2.7 Million 1.19% of portfolio
39,870
Q2 2024 Added 1.01%
$422B
$2.61 Million 1.15% of portfolio
17,875
Q2 2024 Added 1.56%
$0
$2.55 Million 1.12% of portfolio
32,797
Q2 2024 Added 0.26%
$0
$2.5 Million 1.1% of portfolio
20,519
Q2 2024 Added 1.94%
$0
$2.5 Million 1.1% of portfolio
29,181
Q2 2024 Added 0.76%
$97.9B
$2.41 Million 1.06% of portfolio
17,626
Q2 2024 Added 0.49%
$188B
$2.26 Million 0.99% of portfolio
54,703
Q2 2024 Added 0.37%
$595B
$2.23 Million 0.98% of portfolio
5,479
Q2 2024 Reduced 4.65%
$0
$2.1 Million 0.93% of portfolio
11,520
Q2 2024 Added 2.73%
$823B
$2.07 Million 0.91% of portfolio
10,437
Q2 2024 Added 5.08%
$0
$2 Million 0.88% of portfolio
29,354
Q2 2024 Added 1.95%
$0
$2 Million 0.88% of portfolio
3,990
Q2 2024 Reduced 4.8%
$979B
$2 Million 0.88% of portfolio
10,997
Q2 2024 Reduced 0.1%
$69.6B
$1.94 Million 0.85% of portfolio
6,457
Q2 2024 Added 11.56%
$392B
$1.9 Million 0.84% of portfolio
2,238
Q2 2024 Added 0.09%
$450B
$1.88 Million 0.83% of portfolio
7,151
Q2 2024 Added 0.79%
$315B
$1.83 Million 0.81% of portfolio
2,712
Q2 2024 Added 0.48%
$0
$1.82 Million 0.8% of portfolio
20,621
Q2 2024 Added 3.52%
$0
$1.81 Million 0.8% of portfolio
3,303
Q2 2024 Reduced 0.54%
$265B
$1.8 Million 0.79% of portfolio
11,068
Q2 2024 Added 5.8%
$198B
$1.71 Million 0.75% of portfolio
9,880
Q2 2024 Reduced 0.89%
$544B
$1.71 Million 0.75% of portfolio
3,351
Q2 2024 Added 2.54%
$0
$1.62 Million 0.71% of portfolio
21,175
Q2 2024 Added 3.69%
$223B
$1.62 Million 0.71% of portfolio
6,370
Q2 2024 Added 1.4%
$483B
$1.61 Million 0.71% of portfolio
13,950
Q2 2024 Added 3.77%
$61.4B
$1.57 Million 0.69% of portfolio
4,099
Q2 2024 Added 0.49%
$117B
$1.52 Million 0.67% of portfolio
20,585
Q2 2024 Added 7.05%
$191B
$1.5 Million 0.66% of portfolio
7,523
Q2 2024 Added 13.14%
$0
$1.43 Million 0.63% of portfolio
2,477
Q3 2023 Added 1.06%
$288B
$1.41 Million 0.62% of portfolio
11,409
Q2 2024 Reduced 0.52%
$834B
$1.32 Million 0.58% of portfolio
1,463
Q2 2024 Added 0.97%
$93.2B
$1.27 Million 0.56% of portfolio
6,968
Q2 2024 Added 6.82%
$234B
$1.25 Million 0.55% of portfolio
7,594
Q2 2024 Added 0.03%
$310B
$1.17 Million 0.52% of portfolio
18,418
Q2 2024 Reduced 0.81%
$170B
$1.14 Million 0.5% of portfolio
2,523
Q2 2024 Added 3.19%
$69.9B
$1.15 Million 0.5% of portfolio
714
Q2 2024 Added 2.0%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $227 Million
  • Prior Value $213 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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