§ 13F · FUND PROFILE
Zullo Investment Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $270M (13F)Positions · 152Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 160K | $41M | 15.4% | −1% |
| 2 | NVDA | NVIDIA CORPORATION | 125K | $22M | 8.3% | −4% |
| 3 | MSFT | MICROSOFT CORP | 36K | $13M | 5.0% | +8% |
| 4 | XLK | SELECT SECTOR SPDR TR | 68K | $9M | 3.4% | +4% |
| 5 | AMZN | AMAZON COM INC | 42K | $9M | 3.3% | ±0% |
| 6 | META | META PLATFORMS INC | 13K | $7M | 2.8% | −1% |
| 7 | JPM | JPMORGAN CHASE & CO | 21K | $6M | 2.3% | +1% |
| 8 | XLF | SELECT SECTOR SPDR TR | 107K | $5M | 2.0% | +2% |
| 9 | GOOG | ALPHABET INC | 18K | $5M | 2.0% | −3% |
| 10 | XLE | SELECT SECTOR SPDR TR | 68K | $4M | 1.6% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ZULLO SIGNAL
AC read
Zullo Investment Group, Inc. is a Other fund managing $270 million in assets. The fund runs a portfolio of 152 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed