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

Zullo Investment Group, Inc.

$264M in tracked AUM across 158 positions as of Q1 2026.

ZI
CIK 0001909760 · last filed Mar 31, 2026
Total AUM
$264M
as of Q1 2026
Holdings
158
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2025Q1Mar 31
$233M▼ 5.8%
146 positionsLocked2024Q4Dec 31
$248M▲ 2.8%
148 positionsLocked2024Q3Sep 30
$241M▲ 5.7%
150 positionsLocked2024Q2Jun 30
$228M▲ 6.8%
151 positionsLocked2024Q1Mar 31
$213M▲ 9.3%
154 positionsLocked2023Q4Dec 31
$195M▲ 14.4%
150 positionsLocked2023Q3Sep 30
$171M▼ 2.6%
139 positionsLocked2023Q2Jun 30
$175M▲ 9.1%
138 positionsLocked
Showing 12 of 18