Zullo Investment Group, Inc.

Q2 2026 13F-HR Holdings

Location
Scranton, PA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
157
Total value ($000)
$293,110
Net value change ($000)
+29,596 (11.2%)
New positions
12
Sold out positions
13
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 5,187 12.8%
AMD 3,999 183.3%
XLK 3,411 37.7%
NVDA 2,826 13.0%
MU 1,961 228.8%
STX 1,717 146.3%
CRWD 1,650 97.5%
AMZN 1,070 12.3%
GOOGL 1,064 20.6%
CAT 690 49.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,253 -100.0%
XLE -752 -18.1%
WMT -729 -20.3%
NFLX -658 -25.1%
VTI -498 -100.0%
HON -472 -100.0%
COF -439 -100.0%
XLC -404 -11.8%
VZ -391 -18.3%
META -384 -5.2%
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