Zullo Investment Group, Inc.

Q4 2025 13F-HR Holdings

Location
Scranton, PA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$273,373
Net value change ($000)
+2,929 (1.1%)
New positions
6
Sold out positions
4
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 2,642 6.4%
GOOGL 1,245 27.0%
GOOGL 809 28.3%
LLY 547 42.2%
AMD 471 25.5%
AMZN 398 4.3%
XLV 353 12.9%
FDX 294 21.2%
MU 289 73.4%
MRK 225 24.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,306 -7.6%
META -1,189 -12.1%
NFLX -686 -20.9%
PTY -510 -22.0%
HD -466 -14.7%
UBER -363 -23.1%
VZ -294 -14.1%
NVDA -250 -1.0%
SMR -229 -100.0%
ORCL -202 -30.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type