Zullo Investment Group, Inc. holds a focused book of 157 reported positions worth $293.1M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Marvell Technology Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 16% of the reported non-option book. Cloning the disclosed picks since 2024 would be +36% (+17.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.8 points over this window.
Growth of $10,000 cloning Zullo Investment Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
+4 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Zullo Investment Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Swiss Re Ltd | 54 / 80 | $1.1B |
| Prospect Hill Management, LLC | 10 / 80 | $246.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 11 / 80 | $178.8M |
| Trust Asset Management LLC | 46 / 80 | $1.4B |
| Trans-Canada Capital Inc. | 10 / 80 | $1.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Zullo Investment Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $45.7M | 157.9K | 15.6% | ▼−1.1% Reduced · −2K sh | |
| 2 | Nvidia Corporation COM | $24.6M | 122.9K | 8.4% | ▼−1.5% Reduced · −2K sh | |
| 3 | Microsoft Corp COM | $13.0M | 34.9K | 4.4% | ▼−1.7% Reduced · −611 sh | |
| 4 | Select Sector SPDR TR ST STR TECHN ETF | $12.5M | 65.4K | 4.3% | ▼−3.9% Reduced · −3K sh | |
| 5 | Amazon Com Inc COM | $9.8M | 41.0K | 3.3% | ▼−1.9% Reduced · −787 sh | |
| 6 | Meta Platforms Inc CL A | $7.0M | 12.5K | 2.4% | ▼−3.7% Reduced · −478 sh | |
| 7 | JPMorgan Chase & Co COM | $6.5M | 20.0K | 2.2% | ▼−3.7% Reduced · −761 sh | |
| 8 | Alphabet Inc CAP STK CL C | $6.2M | 17.6K | 2.1% | ▼−2.1% Reduced · −380 sh | |
| 9 | Advanced Micro Devices Inc COM | $6.2M | 10.6K | 2.1% | ▼−0.8% Reduced · −85 sh | |
| 10 | Select Sector SPDR TR ST STR FINL ETF | $5.6M | 104.7K | 1.9% | ▼−2.3% Reduced · −2K sh | |
| 11 | Schwab Strategic TR US DIVIDEND EQ | $4.3M | 135.2K | 1.5% | ▲+13% Added · +16K sh | |
| 12 | Tesla Inc COM | $4.3M | 10.1K | 1.5% | ▲+0.1% Added · +8 sh | |
| 13 | Alphabet Inc CAP STK CL A | $4.2M | 11.7K | 1.4% | ▼−6.8% Reduced · −853 sh | |
| 14 | Select Sector SPDR TR ST STR INDL ETF | $3.9M | 20.9K | 1.3% | ▼−4.1% Reduced · −899 sh | |
| 15 | Select Sector SPDR TR ST STR ENERG ETF | $3.4M | 64.1K | 1.2% | ▼−5.5% Reduced · −4K sh | |
| 16 | Crowdstrike Hldgs Inc CL A | $3.3M | 4.4K | 1.1% | ▲+1.0% Added · +45 sh | |
| 17 | Johnson & Johnson COM | $3.3M | 13.1K | 1.1% | ▼−3.4% Reduced · −456 sh | |
| 18 | Select Sector SPDR TR ST STR CARE ETF | $3.2M | 20.4K | 1.1% | ▼−2.6% Reduced · −554 sh | |
| 19 | Select Sector SPDR TR ST STR SVC ETF | $3.0M | 28.1K | 1.0% | ▼−8.8% Reduced · −3K sh | |
| 20 | Seagate Technology HLDNGS PL ORD SHS | $2.9M | 3.0K | 1.0% | —Held | |
| 21 | Walmart Inc COM | $2.9M | 25.2K | 1.0% | ▼−13% Reduced · −4K sh | |
| 22 | Micron Technology Inc COM | $2.8M | 2.4K | 1.0% | ▼−3.7% Reduced · −95 sh | |
| 23 | Vanguard Index FDS S&P 500 ETF SHS | $2.8M | 4.0K | 0.9% | ▲+0.6% Added · +25 sh | |
| 24 | Home Depot Inc COM | $2.7M | 7.7K | 0.9% | ▼−2.6% Reduced · −210 sh | |
| 25 | Select Sector SPDR TR ST STR DISCR ETF | $2.7M | 23.1K | 0.9% | ▼−5.5% Reduced · −1K sh | |
| 26 | Select Sector SPDR TR ST STR UTIL ETF | $2.7M | 59.7K | 0.9% | ▼−4.3% Reduced · −3K sh | |
| 27 | Broadcom Inc COM | $2.6M | 6.9K | 0.9% | ▼−0.1% Reduced · −9 sh | |
| 28 | Visa Inc COM CL A | $2.5M | 7.3K | 0.9% | ▲+0.4% Added · +30 sh | |
| 29 | Goldman Sachs Group Inc COM | $2.5M | 2.4K | 0.8% | ▼−7.4% Reduced · −196 sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $2.3M | 4.6K | 0.8% | ▼−2.2% Reduced · −104 sh | |
| 31 | Ishares TR CORE S&P500 ETF | $2.2M | 3.0K | 0.8% | ▼−0.9% Reduced · −29 sh | |
| 32 | Vanguard World FD INF TECH ETF | $2.2M | 18.7K | 0.8% | ▲+685% Added · +16K sh | |
| 33 | Morgan Stanley COM NEW | $2.2M | 10.5K | 0.8% | ▼−1.7% Reduced · −184 sh | |
| 34 | Select Sector SPDR TR ST STR MATER ETF | $2.2M | 43.1K | 0.7% | ▼−5.0% Reduced · −2K sh | |
| 35 | Eli Lilly & Co COM | $2.1M | 1.8K | 0.7% | ▲+2.0% Added · +36 sh | |
| 36 | Procter & Gamble Co COM | $2.1M | 14.5K | 0.7% | ▼−11% Reduced · −2K sh | |
| 37 | Caterpillar Inc COM | $2.1M | 1.9K | 0.7% | ▼−0.3% Reduced · −6 sh | |
| 38 | Netflix Inc. COM | $2.0M | 27.5K | 0.7% | ▲+0.8% Added · +225 sh | |
| 39 | Select Sector SPDR TR ST STR STAPL ETF | $1.9M | 23.4K | 0.7% | ▼−3.2% Reduced · −764 sh | |
| 40 | Cisco Sys Inc COM | $1.9M | 15.9K | 0.6% | ▼−6.0% Reduced · −1K sh | |
| 41 | Costco Wholesale Corporation COM | $1.8M | 2.0K | 0.6% | ▼−0.1% Reduced · −3 sh | |
| 42 | Fedex Corp COM | $1.8M | 5.8K | 0.6% | ▼−2.6% Reduced · −153 sh | |
| 43 | McDonalds Corp COM | $1.8M | 6.5K | 0.6% | ▼−3.1% Reduced · −213 sh | |
| 44 | Verizon Communications Inc COM | $1.8M | 41.4K | 0.6% | ▼−3.1% Reduced · −1K sh | |
| 45 | United Parcel Svcs Inc CL B | $1.7M | 15.5K | 0.6% | ▼−0.8% Reduced · −119 sh | |
| 46 | Schwab Charles Corp COM | $1.6M | 17.8K | 0.6% | ▼−5.3% Reduced · −1K sh | |
| 47 | Unitedhealth Group Inc COM | $1.5M | 3.7K | 0.5% | ▼−0.8% Reduced · −31 sh | |
| 48 | Pimco Corporate & Income Opp COM | $1.4M | 119.2K | 0.5% | ▼−7.6% Reduced · −10K sh | |
| 49 | Boeing Co COM | $1.4M | 6.5K | 0.5% | ▲+0.2% Added · +12 sh | |
| 50 | Abbvie Inc COM | $1.4M | 5.5K | 0.5% | ▼−0.2% Reduced · −9 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1909760/holdings"
Use Arkolith to show Zullo Investment Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 157 | $293.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 158 | $263.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 26d | 154 | $273.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 152 | $270.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 152 | $246.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 146 | $233.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 34d | 148 | $247.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 15d | 150 | $240.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.