Zullo Investment Group, Inc.

Q3 2025 13F-HR Holdings

Location
Scranton, PA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
152
Total value ($000)
$270,444
Net value change ($000)
+23,883 (9.7%)
New positions
7
Sold out positions
7
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 7,954 23.9%
NVDA 3,078 14.3%
TSLA 1,405 40.8%
GOOGL 1,260 37.6%
XLK 993 11.9%
GOOGL 818 40.0%
MSFT 676 4.1%
JPM 531 8.8%
PLTR 435 36.2%
JNJ 424 20.1%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -358 -9.8%
UPS -349 -20.5%
CMG -294 -100.0%
VEA -206 -100.0%
PENNS WOODS BANCORP INC -206 -100.0%
BKNG -203 -100.0%
TWO -152 -100.0%
COST -121 -6.4%
META -120 -1.2%
TGT -115 -16.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type