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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$1.1 Million 0.47% of portfolio
26,314
Q1 2025 Reduced 2.01%
$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%
$0
$1.05 Million 0.45% of portfolio
8,650
Q4 2022 Added 0.58%
$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%
$130B
$725,000 0.31% of portfolio
10,240
Q1 2025 Reduced 2.62%
$198B
$730,000 0.31% of portfolio
917
Q1 2025 Added 2.12%
$168B
$690,000 0.3% of portfolio
6,996
Q1 2025 Reduced 0.21%
$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%
$171B
$670,000 0.29% of portfolio
2,032
Q1 2025 Added 7.12%
$123B
$649,000 0.28% of portfolio
1,180
Q1 2025 Added 2.16%
$189B
$626,000 0.27% of portfolio
4,726
Q1 2025 Added 0.4%
$268B
$624,000 0.27% of portfolio
3,935
Q1 2024 Added 0.67%
$102B
$613,000 0.26% of portfolio
3,041
Q1 2025 Reduced 3.74%
$96.4B
$576,000 0.25% of portfolio
2,490
Q1 2025 Added 0.16%
$126B
$577,000 0.25% of portfolio
1,889
Q1 2025 Reduced 0.37%
$535B
$564,000 0.24% of portfolio
1,030
Q1 2025 Added 7.52%
$0
$551,000 0.24% of portfolio
1,176
Q1 2025 Added 0.94%
$232B
$528,000 0.23% of portfolio
3,983
Q1 2025 Added 3.08%
$77.8B
$540,000 0.23% of portfolio
3,677
Q1 2025 Reduced 18.38%
$0
$538,000 0.23% of portfolio
9,221
Q1 2025 Reduced 5.06%
$0
$537,000 0.23% of portfolio
4,404
Q1 2025 Reduced 0.52%
$53.4B
$527,000 0.23% of portfolio
13,928
Q1 2025 Reduced 1.52%
$0
$506,000 0.22% of portfolio
905
Q1 2025 Reduced 2.16%
$144B
$497,000 0.21% of portfolio
2,350
Q1 2025 Reduced 1.14%
$74.7B
$458,000 0.2% of portfolio
1,681
Q1 2025 Reduced 1.98%
$0
$454,000 0.2% of portfolio
3,750
Q2 2023 Added 1.35%
$280B
$454,000 0.2% of portfolio
6,327
Q1 2025 Added 2.38%
$17.1B
$439,000 0.19% of portfolio
2,985
Q1 2025 Reduced 1.91%
$72.1B
$432,000 0.19% of portfolio
2,414
Q1 2025 Reduced 7.62%
$107B
$414,000 0.18% of portfolio
6,898
Q1 2025 Added 2.4%
$35B
$414,000 0.18% of portfolio
13,631
Q1 2024 Added 0.01%
$44.2B
$428,000 0.18% of portfolio
3,012
Q1 2025 Reduced 5.25%
$0
$426,000 0.18% of portfolio
1,551
Q3 2024 Reduced 1.71%
$150B
$424,000 0.18% of portfolio
1,362
Q1 2025 Reduced 0.15%
$128B
$389,000 0.17% of portfolio
803
Q1 2025 Added 0.12%
$0
$393,000 0.17% of portfolio
1,060
Q2 2023 Added 2.42%

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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