Zullo Investment Group, Inc. — 13F holdings

Zullo Investment Group, Inc. reported 156 holdings worth $310M in its 13F filing for Q3 2026, filed October 20, 2026. That's up 5.7% from $293M in Q2 2026, when it reported 157 holdings. Its 10 largest positions make up 49.8% of the portfolio.

Zullo Investment Group, Inc.'s largest positions in Q3 2026

  1. AAPL APPLE INC — $52.3M (16.9%) · unchanged
  2. NVDA NVIDIA CORPORATION — $28.0M (9.1%) · unchanged
  3. MSFT MICROSOFT CORP — $17.6M (5.7%) · cut 2%
  4. XLK SELECT SECTOR SPDR TR — $12.5M (4.0%) · cut 2%
  5. AMZN AMAZON COM INC — $10.1M (3.3%) · unchanged
  6. META META PLATFORMS INC — $8.98M (2.9%) · unchanged
  7. JPM JPMORGAN CHASE & CO. — $6.60M (2.1%) · unchanged
  8. AMD ADVANCED MICRO DEVICES INC — $6.49M (2.1%) · unchanged
  9. GOOG ALPHABET INC — $5.90M (1.9%) · cut 2%
  10. XLF SELECT SECTOR SPDR TR — $5.62M (1.8%) · unchanged
  11. SCHD SCHWAB STRATEGIC TR — $4.61M (1.5%) · added 5%
  12. CRWD CROWDSTRIKE HLDGS INC — $4.56M (1.5%) · cut 2%
  13. GOOGL ALPHABET INC — $4.04M (1.3%) · unchanged
  14. XLE SELECT SECTOR SPDR TR — $3.99M (1.3%) · added 1%
  15. TSLA TESLA INC — $3.56M (1.1%) · unchanged
  16. XLI SELECT SECTOR SPDR TR — $3.49M (1.1%) · unchanged
  17. XLV SELECT SECTOR SPDR TR — $3.48M (1.1%) · added 1%
  18. JNJ JOHNSON & JOHNSON — $3.43M (1.1%) · cut 1%
  19. XLC SELECT SECTOR SPDR TR — $3.15M (1.0%) · added 1%
  20. MU MICRON TECHNOLOGY INC — $2.86M (0.9%) · added 10%

What Zullo Investment Group, Inc. bought in Q3 2026

6 new positions and 31 positions added to.

  1. EXXONMOBIL HOLDINGS CORP — new position, about $1.20M
  2. SPCX SPACE EXPLORATION TECHN CORP — added, about $305K
  3. FDXF FEDEX FGHT HLDG CO INC — new position, about $304K
  4. MU MICRON TECHNOLOGY INC — added, about $260K
  5. TMO THERMO FISHER SCIENTIFIC INC — new position, about $213K
  6. SCHD SCHWAB STRATEGIC TR — added, about $209K
  7. VDE VANGUARD WORLD FD — new position, about $207K
  8. EFX EQUIFAX INC — new position, about $201K
  9. MDT MEDTRONIC PLC — new position, about $200K
  10. JEPI J P MORGAN EXCHANGE TRADED F — added, about $152K

What Zullo Investment Group, Inc. sold in Q3 2026

7 positions sold out and 43 reduced.

  1. MSFT MICROSOFT CORP — cut 2%, about $313K
  2. XLK SELECT SECTOR SPDR TR — cut 2%, about $272K
  3. PCY INVESCO EXCH TRADED FD TR II — sold out, about $203K
  4. HON HONEYWELL INTL INC — sold out, about $202K
  5. KMB KIMBERLY-CLARK CORP — sold out, about $190K
  6. CMCSA COMCAST CORP NEW — sold out, about $180K
  7. NRG NRG ENERGY INC — sold out, about $158K
  8. PTY PIMCO CORPORATE & INCOME OPP — cut 10%, about $129K
  9. GOOG ALPHABET INC — cut 2%, about $108K
  10. UBER UBER TECHNOLOGIES INC — cut 11%, about $90.5K

Zullo Investment Group, Inc. portfolio value by quarter

What does Zullo Investment Group, Inc. own?

Its largest positions in Q3 2026 were AAPL, NVDA, MSFT, XLK, AMZN, out of 156 holdings worth $310M.

What did Zullo Investment Group, Inc. buy last quarter?

In Q3 2026 it opened 6 new positions and added to 31; the largest buys were EXXONMOBIL HOLDINGS CORP, SPCX, FDXF.

What did Zullo Investment Group, Inc. sell last quarter?

In Q3 2026 it sold out of 7 positions and reduced 43, including PCY, HON, KMB.