Zullo Investment Group, Inc.

Q1 2026 13F-HR Holdings

Location
Scranton, PA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
158
Total value ($000)
$263,514
Net value change ($000)
-9,859 (-3.6%)
New positions
12
Sold out positions
8
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XLE 1,430 52.4%
XLSR 799 NEW
SCHD 708 23.9%
JNJ 572 20.9%
CVX 440 49.6%
FDX 439 26.1%
XOM 409 48.5%
WMT 389 12.2%
VZ 358 20.1%
STX 349 42.3%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,356 -7.7%
MSFT -2,789 -17.5%
NVDA -2,577 -10.6%
META -1,192 -13.9%
TSLA -1,117 -22.9%
AMZN -951 -9.8%
GOOGL -686 -11.7%
JPM -518 -7.8%
XLF -489 -8.5%
PLTR -431 -27.5%
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.
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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