Zullo Investment Group, Inc. holds a focused book of 157 stocks worth $293.1M as of Q2 2026 (disclosed Jul 31, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 16% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Zullo Investment Group, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Zullo Investment Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Zullo Investment Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $673.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $453.2B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $196.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $194.1B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $115.3B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $98.5B |
| LPL Financial LLC | 80 / 80 | $88.3B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $85.7B |
Ranked by how many of Zullo Investment Group, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 157 | $293.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 158 | $263.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 154 | $273.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 152 | $270.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 152 | $246.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 146 | $233.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 148 | $247.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 150 | $240.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.