Zullo Investment Group, Inc. Portfolio Holdings

Zullo Investment Group, Inc.

  • $246 Million
  • Q4 2024

Zullo Investment Group, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $246 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.9M, Nvidia Corp with a value of $18.8M, Microsoft Corp with a value of $14.6M, Amazon Com Inc with a value of $9.98M, and Meta Platforms, Inc. with a value of $7.97M.

Examining the 13F form we can see an increase of $6.42M in the current position value, from $240M to 246M.

Zullo Investment Group, Inc. is based out at Scranton, PA

Below you can find more details about Zullo Investment Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $246 Million
Technology: $91.8 Million
ETFs: $48.1 Million
Financial Services: $24.8 Million
Consumer Cyclical: $21.4 Million
Communication Services: $20 Million
Consumer Defensive: $14 Million
Industrials: $11.7 Million
Healthcare: $8.7 Million
Other: $5.88 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$42.9 Million 17.41% of portfolio
171,340
Q4 2024 Reduced 0.62%
$324B
$18.8 Million 7.61% of portfolio
139,685
Q4 2024 Added 0.18%
$3.05T
$14.6 Million 5.91% of portfolio
34,553
Q4 2024 Reduced 0.12%
$2.33T
$9.98 Million 4.05% of portfolio
45,468
Q4 2024 Reduced 0.33%
$1.61T
$7.97 Million 3.24% of portfolio
13,516
Q4 2024 Reduced 0.52%
$809B
$4.92 Million 2.0% of portfolio
20,515
Q4 2024 Added 0.54%
$1.14T
$4.13 Million 1.68% of portfolio
10,228
Q4 2024 Reduced 1.31%
$1.14T
$3.71 Million 1.51% of portfolio
19,497
Q4 2024 Added 0.33%
$275B
$3.63 Million 1.47% of portfolio
40,149
Q4 2024 Added 0.04%
$425B
$3.4 Million 1.38% of portfolio
5
Q4 2021 New
$417B
$3.33 Million 1.35% of portfolio
8,553
Q4 2024 Added 1.47%
$398B
$2.56 Million 1.04% of portfolio
15,260
Q4 2024 Reduced 0.1%
$614B
$2.48 Million 1.01% of portfolio
5,481
Q3 2024 Added 0.04%
$400B
$2.44 Million 0.99% of portfolio
16,847
Q4 2024 Reduced 4.45%
$451B
$2.37 Million 0.96% of portfolio
2,663
Q4 2024 Reduced 1.26%
$569B
$2.3 Million 0.93% of portfolio
7,263
Q4 2024 Added 0.54%
$167B
$2.16 Million 0.87% of portfolio
53,906
Q4 2024 Reduced 1.18%
$226B
$2.13 Million 0.86% of portfolio
9,688
Q4 2024 Added 0.12%
$462B
$2.07 Million 0.84% of portfolio
2,263
Q4 2024 Reduced 0.04%
$1.11T
$2.07 Million 0.84% of portfolio
10,949
Q4 2024 Reduced 0.33%
$66.6B
$1.86 Million 0.75% of portfolio
6,613
Q4 2024 Reduced 0.71%
$217B
$1.83 Million 0.74% of portfolio
6,316
Q4 2024 Reduced 4.43%
$493B
$1.69 Million 0.69% of portfolio
3,349
Q4 2024 Reduced 1.15%
$91.1B
$1.64 Million 0.67% of portfolio
7,073
Q4 2024 Added 0.04%
$454B
$1.54 Million 0.63% of portfolio
14,333
Q4 2024 Added 2.8%
$151B
$1.51 Million 0.61% of portfolio
20,385
Q4 2024 Reduced 1.5%
$90.6B
$1.47 Million 0.6% of portfolio
4,304
Q4 2024 Added 0.87%
$224B
$1.47 Million 0.6% of portfolio
2,575
Q4 2024 Added 1.14%
$237B
$1.38 Million 0.56% of portfolio
10,953
Q4 2024 Reduced 4.01%
$174B
$1.35 Million 0.55% of portfolio
11,177
Q4 2024 Added 0.7%
$199B
$1.17 Million 0.48% of portfolio
7,709
Q4 2024 Added 0.33%
$835B
$1.17 Million 0.47% of portfolio
1,513
Q4 2024 Added 2.51%
$276B
$1.16 Million 0.47% of portfolio
18,621
Q4 2024 Added 1.04%
$42B
$1.13 Million 0.46% of portfolio
9,528
Q4 2024 Reduced 0.14%
$189B
$1.13 Million 0.46% of portfolio
7,368
Q4 2024 Reduced 0.66%
$221B
$1.13 Million 0.46% of portfolio
11,318
Q4 2024 Added 0.39%
$156B
$1.11 Million 0.45% of portfolio
4,493
Q4 2024 Added 1.67%
$237B
$1.01 Million 0.41% of portfolio
3,397
Q4 2024 Added 3.98%
$108B
$991,000 0.4% of portfolio
5,602
Q4 2024 Added 2.38%
$148B
$982,000 0.4% of portfolio
16,291
Q4 2024 Added 7.35%
$140B
$988,000 0.4% of portfolio
9,301
Q4 2024 Added 0.62%
$60.5B
$982,000 0.4% of portfolio
7,268
Q4 2024 Reduced 0.33%
$204B
$951,000 0.39% of portfolio
898
Q4 2024 Added 7.93%
$337B
$926,000 0.38% of portfolio
5,214
Q4 2024 Added 1.84%
$256B
$907,000 0.37% of portfolio
15,321
Q4 2024 Reduced 1.61%
$0
$826,000 0.34% of portfolio
57,519
Q4 2024 Added 141.36%
$326B
$800,000 0.32% of portfolio
2,393
Q4 2024 Added 1.83%
$116B
$794,000 0.32% of portfolio
1,635
Q4 2024 Reduced 1.27%
$202B
$780,000 0.32% of portfolio
7,011
Q4 2024 Reduced 1.5%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $246 Million
  • Prior Value $240 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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