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Zullo Investment Group, Inc.
hedge fundUpdated 16 days agoManaged by Zullo Investment Group, Inc. • Latest filing Q3 2026
Portfolio value
$309.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
14.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $270.4M |
| Q4 2025 | $273.4M |
| Q1 2026 | $263.5M |
| Q2 2026 | $293.1M |
| Q3 2026 | $309.7M |
Top holdings
156 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $52.3M | 157.0K | 16.88% | Trimmed(-0.6%) | |
| 2 | $28M | 122.8K | 9.05% | Trimmed(-0.1%) | |
| 3 | $17.6M | 34.3K | 5.69% | Trimmed(-1.8%) | |
| 4 | $12.5M | 64.0K | 4.05% | Trimmed(-2.1%) | |
| 5 | $10.1M | 40.6K | 3.27% | Trimmed(-1.0%) | |
| 6 | $9M | 12.4K | 2.90% | Trimmed(-0.7%) | |
| 7 | $6.6M | 19.9K | 2.13% | Trimmed(-0.2%) | |
| 8 | $6.5M | 10.6K | 2.10% | Trimmed(-0.3%) | |
| 9 | $5.9M | 17.3K | 1.91% | Trimmed(-1.8%) | |
| 10 | $5.6M | 105.3K | 1.82% | Added(+0.6%) | |
| 11 | $4.6M | 141.6K | 1.49% | Added(+4.8%) | |
| 12 | $4.6M | 17.2K | 1.47% | Added(+293.0%) | |
| 13 | $4M | 11.7K | 1.30% | Trimmed(-0.1%) | |
| 14 | $4M | 64.9K | 1.29% | Added(+1.2%) | |
| 15 | $3.6M | 10.0K | 1.15% | Trimmed(-0.9%) | |
| 16 | $3.5M | 20.9K | 1.13% | Trimmed(-0.3%) | |
| 17 | $3.5M | 20.6K | 1.12% | Added(+1.1%) | |
| 18 | $3.4M | 13.0K | 1.11% | Trimmed(-1.1%) | |
| 19 | $3.1M | 28.4K | 1.02% | Added(+1.1%) | |
| 20 | $2.9M | 2.7K | 0.92% | Added(+10.0%) |