Zullo Investment Group, Inc.

Q3 2026 13F-HR Holdings

Location
Scranton, PA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
156
Total value ($000)
$309,723
Net value change ($000)
+16,613 (5.7%)
New positions
6
Sold out positions
7
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 6,581 14.4%
MSFT 4,575 35.1%
NVDA 3,446 14.0%
META 1,959 27.9%
CRWD 1,215 36.3%
EXXONMOBIL HOLDINGS CORP 1,204 NEW
PLTR 598 64.2%
XLE 586 17.2%
AMZN 345 3.5%
SCHD 320 7.5%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -698 -16.4%
HD -509 -18.7%
CAT -475 -22.9%
XLI -392 -10.1%
GOOGL -330 -5.3%
XLU -320 -11.8%
MCD -312 -17.7%
LRCX -268 -23.8%
PTY -251 -17.5%
GS -248 -10.1%
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