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Zullo Investment Group, Inc.
hedge fundUpdated 44 days agoManaged by Zullo Investment Group, Inc. • Latest filing Q2 2026
Portfolio value
$293.1M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
20.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $160.5M |
| Q2 2023 | $175.2M |
| Q3 2023 | $170.7M |
| Q4 2023 | $195.2M |
| Q1 2024 | $213.4M |
| Q2 2024 | $227.8M |
| Q3 2024 | $240.9M |
| Q4 2024 | $247.7M |
| Q1 2025 | $233.2M |
| Q2 2025 | $246.6M |
| Q3 2025 | $270.4M |
| Q4 2025 | $273.4M |
| Q1 2026 | $263.5M |
| Q2 2026 | $293.1M |
Top holdings
157 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $45.7M | 157.9K | 15.59% | Trimmed(-1.1%) |
| 2 | N NVDA NVIDIA CORPORATION | $24.6M | 122.9K | 8.39% | Trimmed(-1.5%) |
| 3 | M MSFT MICROSOFT CORP | $13M | 34.9K | 4.45% | Trimmed(-1.7%) |
| 4 | S STT-PG SELECT SECTOR SPDR TR | $12.5M | 65.4K | 4.25% | Trimmed(-3.9%) |
| 5 | A AMZN AMAZON COM INC | $9.8M | 41.0K | 3.34% | Trimmed(-1.9%) |
| 6 | M META META PLATFORMS INC | $7M | 12.5K | 2.40% | Trimmed(-3.7%) |
| 7 | J JPM-PM JPMORGAN CHASE & CO | $6.5M | 20.0K | 2.23% | Trimmed(-3.7%) |
| 8 | G GOOGN ALPHABET INC | $6.2M | 17.6K | 2.13% | Trimmed(-2.1%) |
| 9 | A AMD ADVANCED MICRO DEVICES INC | $6.2M | 10.6K | 2.11% | Trimmed(-0.8%) |
| 10 | S STT-PG SELECT SECTOR SPDR TR | $5.6M | 104.7K | 1.92% | Trimmed(-2.3%) |
| 11 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.3M | 135.2K | 1.46% | Added(+13.0%) |
| 12 | T TSLA TESLA INC | $4.3M | 10.1K | 1.45% | Added(+0.1%) |
| 13 | G GOOGN ALPHABET INC | $4.2M | 11.7K | 1.43% | Trimmed(-6.8%) |
| 14 | S STT-PG SELECT SECTOR SPDR TR | $3.9M | 20.9K | 1.32% | Trimmed(-4.1%) |
| 15 | S STT-PG SELECT SECTOR SPDR TR | $3.4M | 64.1K | 1.16% | Trimmed(-5.5%) |
| 16 | C CRWD CROWDSTRIKE HLDGS INC | $3.3M | 4.4K | 1.14% | Added(+1.0%) |
| 17 | J JNJ JOHNSON & JOHNSON | $3.3M | 13.1K | 1.13% | Trimmed(-3.4%) |
| 18 | S STT-PG SELECT SECTOR SPDR TR | $3.2M | 20.4K | 1.11% | Trimmed(-2.6%) |
| 19 | S STT-PG SELECT SECTOR SPDR TR | $3M | 28.1K | 1.03% | Trimmed(-8.8%) |
| 20 | S STX SEAGATE TECHNOLOGY HLDNGS PL | $2.9M | 3.0K | 0.99% | Unchanged |