DOSSIER · 13F-HR · Q2 2026

Zullo Investment Group, Inc.

$293M in tracked AUM across 157 positions as of Q2 2026.

ZI
CIK 0001909760 · last filed Jun 30, 2026
Total AUM
$293M
as of Q2 2026
Holdings
157
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Zullo Investment Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$46M158K15.6%
02
NVDA
NVIDIA CORPORATION
$25M123K8.4%
03
MSFT
MICROSOFT CORP
$13M35K4.4%
04
XLK
SELECT SECTOR SPDR TR
$12M65K4.3%
05
AMZN
AMAZON COM INC
$10M41K3.3%
06
META
META PLATFORMS INC
$7M12K2.4%
07
JPM
JPMORGAN CHASE & CO
$7M20K2.2%
08
GOOG
ALPHABET INC
$6M18K2.1%
09
AMD
ADVANCED MICRO DEVICES INC
$6M11K2.1%
10
XLF
SELECT SECTOR SPDR TR
$6M105K1.9%

Filing history

2026Q2Jun 30
$293M 11.2%
157 positionsView →
2026Q1Mar 31
$264M 3.6%
158 positionsView →
2025Q4Dec 31
$273M 1.1%
154 positionsView →
2025Q3Sep 30
$270M 9.7%
152 positionsView →
2025Q2Jun 30
$247M 5.7%
152 positionsLocked
2025Q1Mar 31
$233M 5.8%
146 positionsLocked
2024Q4Dec 31
$248M 2.8%
148 positionsLocked
2024Q3Sep 30
$241M 5.7%
150 positionsLocked
2024Q2Jun 30
$228M 6.8%
151 positionsLocked
2024Q1Mar 31
$213M 9.3%
154 positionsLocked
2023Q4Dec 31
$195M 14.4%
150 positionsLocked
2023Q3Sep 30
$171M 2.6%
139 positionsLocked
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