13F Insight
DOSSIER · 13F-HR · Q1 2026

Zullo Investment Group, Inc.

Zullo Investment's family office based in Omaha, NE — $264M in tracked AUM across 158 positions as of Q1 2026.

ZI
Zullo Investment·Omaha, NE·Family Office
CIK 0001909760 · last filed Mar 31, 2026
Total AUM
$264M
▲ 10.9%
vs prior
Holdings
158
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Zullo Investment Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$41M160K15.4%
02
NVDA
NVIDIA CORPORATION
$22M125K8.3%
03
MSFT
MICROSOFT CORP
$13M36K5.0%
04
XLK
SELECT SECTOR SPDR TR
$9M68K3.4%
05
AMZN
AMAZON COM INC
$9M42K3.3%
06
META
META PLATFORMS INC
$7M13K2.8%
07
JPM
JPMORGAN CHASE & CO
$6M21K2.3%
08
XLF
SELECT SECTOR SPDR TR
$5M107K2.0%
09
GOOG
ALPHABET INC
$5M18K2.0%
10
XLE
SELECT SECTOR SPDR TR
$4M68K1.6%

Filing history

Filing history loading…