Zullo Investment Group, Inc.
Long book
$263.5M
Q1 2026
Positions
158
Top-10 weight
46%
concentration
Last quarter
+15.2%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsZullo Investment Group, Inc. is a diversified fundamental manager, running a $263.5M US long book across 158 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, NVIDIA CORP, MICROSOFT CORP, SS TECHNOLOGY SELECT SECTOR, AMAZON.COM INC.
Over the last 9 quarters its long book ran on average 0.4pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+6.6%
Q2 2024
+5.9%
Q3 2024
+3.7%
Q4 2024
-5.2%
Q1 2025
+10.0%
Q2 2025
+9.9%
Q3 2025
+2.5%
Q4 2025
-4.7%
Q1 2026
+15.2%
Sector allocation
Technology 54%
Financials 11%
Consumer discretionary 10%
Industrials 8%
Healthcare 5%
Services media 3%
Energy 2%
Other 2%
Long book by quarter
What does Zullo Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 159.6K | $40.5M | 15.4% | -1.1% |
| NVDA NVIDIA CORP | Technology | 124.8K | $21.8M | 8.3% | -4.4% |
| MSFT MICROSOFT CORP | Technology | 35.6K | $13.2M | 5.0% | +7.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 41.8K | $8.7M | 3.3% | -0.1% |
| META META PLATFORMS INC-CLASS A | Technology | 12.9K | $7.4M | 2.8% | -0.6% |
| JPM JPMORGAN CHASE & CO | Financials | 20.7K | $6.1M | 2.3% | +1.0% |
| GOOG ALPHABET INC-CL C | Technology | 18.0K | $5.2M | 2.0% | -3.4% |
| TSLA TESLA INC | Industrials | 10.1K | $3.8M | 1.4% | -6.7% |
| GOOGL ALPHABET INC-CL A | Technology | 12.6K | $3.6M | 1.4% | +7.4% |
| WMT WALMART INC | Consumer discretionary | 28.9K | $3.6M | 1.4% | +0.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 13.6K | $3.3M | 1.3% | +2.3% |
| NFLX NETFLIX INC | Services media | 27.2K | $2.6M | 1.0% | -1.5% |
| HD HOME DEPOT INC | Consumer discretionary | 7.9K | $2.6M | 1.0% | +0.8% |
| PG PROCTER & GAMBLE CO/THE | Other | 16.3K | $2.4M | 0.9% | +8.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 4.7K | $2.3M | 0.9% | +0.4% |
| GS GOLDMAN SACHS GROUP INC | Financials | 2.6K | $2.2M | 0.8% | +0.8% |
| V VISA INC-CLASS A SHARES | Services media | 7.3K | $2.2M | 0.8% | -0.3% |
| AMD ADVANCED MICRO DEVICES | Technology | 10.7K | $2.2M | 0.8% | -1.1% |
| AVGO BROADCOM INC | Technology | 6.9K | $2.1M | 0.8% | -4.9% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 42.7K | $2.1M | 0.8% | -2.6% |
| FDX FEDEX CORP | Industrials | 6.0K | $2.1M | 0.8% | +2.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 6.7K | $2.1M | 0.8% | +3.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 2.0K | $2.0M | 0.7% | +0.5% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 18.8K | $1.8M | 0.7% | -2.7% |
| MS MORGAN STANLEY | Financials | 10.7K | $1.8M | 0.7% | +1.4% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 4.3K | $1.7M | 0.6% | -0.2% |
| LLY ELI LILLY & CO | Healthcare | 1.8K | $1.6M | 0.6% | +2.4% |
| UPS UNITED PARCEL SERVICE-CL B | Industrials | 15.6K | $1.5M | 0.6% | +0.5% |
| CAT CATERPILLAR INC | Industrials | 2.0K | $1.4M | 0.5% | +0.1% |
| MRK MERCK & CO. INC. | Healthcare | 11.1K | $1.3M | 0.5% | +0.8% |
| CVX CHEVRON CORP | Energy | 6.4K | $1.3M | 0.5% | +10.2% |
| CSCO CISCO SYSTEMS INC | Technology | 16.9K | $1.3M | 0.5% | -1.3% |
| BA BOEING CO/THE | Industrials | 6.5K | $1.3M | 0.5% | +1.4% |
| XOM EXXON MOBIL CORP | Energy | 7.4K | $1.3M | 0.5% | +5.3% |
| ABBV ABBVIE INC | Healthcare | 5.6K | $1.2M | 0.5% | -0.9% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 3.0K | $1.2M | 0.4% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 7.8K | $1.1M | 0.4% | -12.0% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 4.7K | $1.1M | 0.4% | +3.4% |
| PEP PEPSICO INC | Consumer staples | 7.1K | $1.1M | 0.4% | -0.9% |
| LMT LOCKHEED MARTIN CORP | Industrials | 1.8K | $1.1M | 0.4% | +6.7% |
| LOW LOWE'S COS INC | Consumer discretionary | 4.4K | $1.0M | 0.4% | +1.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 3.7K | $1.0M | 0.4% | +5.6% |
| SHOP SHOPIFY INC - CLASS A | Technology | 8.4K | $1.0M | 0.4% | +1.2% |
| UBER UBER TECHNOLOGIES INC | Services media | 13.6K | $977K | 0.4% | -8.2% |
| PPL PPL CORP | Utilities | 23.8K | $909K | 0.3% | -0.5% |
| RTX RTX CORP | Industrials | 4.7K | $905K | 0.3% | +1.9% |
| QCOM QUALCOMM INC | Technology | 6.9K | $893K | 0.3% | +2.5% |
| ADI ANALOG DEVICES INC | Technology | 2.8K | $878K | 0.3% | -0.8% |
| NEE NEXTERA ENERGY INC | Utilities | 9.3K | $861K | 0.3% | -2.2% |
| MU MICRON TECHNOLOGY INC | Technology | 2.5K | $857K | 0.3% | +6.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 158 | $263.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 154 | $273.4M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 23, 2025 | 152 | $270.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 152 | $246.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 1, 2025 | 146 | $233.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 3, 2025 | 148 | $247.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 150 | $240.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 151 | $227.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 24, 2024 | 154 | $213.4M | canonical | SEC ↗ |
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