Zullo Investment Group, Inc.

All 13F Filings

Location
Scranton, PA
Most recent 13F
Q2 2026
Holdings value ($000)
293,110
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 157 293,110 13F-HR Zullo Investment Group, Inc.
Q1 2026 4/15/2026 158 263,514 13F-HR Zullo Investment Group, Inc.
Q4 2025 1/26/2026 154 273,373 13F-HR Zullo Investment Group, Inc.
Q3 2025 10/23/2025 152 270,444 13F-HR Zullo Investment Group, Inc.
Q2 2025 7/24/2025 152 246,561 13F-HR Zullo Investment Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 229.6 K 78.3% 23.58 K 0 23.58 K
ETFs 63.51 K 21.7% 6.022 K 0 6.022 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
293,110
Holdings
157
QoQ value change ($000)
29,596 (11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.