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
$24.9B
$779,000 0.32% of portfolio
24,028
Q4 2024 Reduced 4.13%
$78.5B
$762,000 0.31% of portfolio
3,008
Q4 2024 Reduced 2.37%
$140B
$753,000 0.31% of portfolio
10,516
Q4 2024 Reduced 2.1%
$292B
$736,000 0.3% of portfolio
5,083
Q4 2024 Added 3.61%
$191B
$688,000 0.28% of portfolio
1,897
Q4 2024 Added 7.48%
$371B
$697,000 0.28% of portfolio
15,860
Q4 2024 Reduced 0.2%
$106B
$671,000 0.27% of portfolio
3,159
Q4 2024 Reduced 1.4%
$164B
$656,000 0.27% of portfolio
8,684
Q4 2024 Added 9.4%
$82.9B
$581,000 0.24% of portfolio
4,505
Q4 2024 Reduced 9.88%
$128B
$555,000 0.23% of portfolio
1,896
Q4 2024 Reduced 1.35%
$150B
$536,000 0.22% of portfolio
2,377
Q4 2024 Reduced 1.82%
$51.3B
$538,000 0.22% of portfolio
14,143
Q4 2024 Reduced 2.13%
$191B
$544,000 0.22% of portfolio
4,707
Q4 2024 Reduced 8.42%
$106B
$516,000 0.21% of portfolio
1,155
Q4 2023 New
$538B
$504,000 0.2% of portfolio
958
Q4 2024 Added 1.27%
$91.8B
$501,000 0.2% of portfolio
2,486
Q4 2024 Reduced 2.93%
$202B
$473,000 0.19% of portfolio
3,935
Q1 2024 Added 0.67%
$77.1B
$465,000 0.19% of portfolio
2,613
Q4 2024 Reduced 5.22%
$297B
$434,000 0.18% of portfolio
6,180
Q4 2024 Added 5.7%
$225B
$437,000 0.18% of portfolio
3,864
Q4 2024 Added 1.93%
$70.4B
$451,000 0.18% of portfolio
1,715
Q4 2024 Reduced 7.7%
$44B
$416,000 0.17% of portfolio
3,179
Q4 2024 Reduced 4.51%
$35.9B
$418,000 0.17% of portfolio
13,631
Q1 2024 Added 0.01%
$54.7B
$392,000 0.16% of portfolio
2,158
Q4 2024 Added 90.3%
$127B
$359,000 0.15% of portfolio
3,942
Q4 2024 Reduced 7.55%
$455B
$366,000 0.15% of portfolio
2,198
Q4 2024 Added 3.39%
$40.7B
$361,000 0.15% of portfolio
1,717
Q4 2024 Added 3.25%
$154B
$358,000 0.15% of portfolio
5,095
Q4 2024 Added 5.88%
$75B
$333,000 0.14% of portfolio
1,150
Q3 2024 Reduced 6.66%
$79.8B
$348,000 0.14% of portfolio
1,807
Q4 2024 Added 0.78%
$204B
$346,000 0.14% of portfolio
780
Q4 2024 Reduced 0.76%
$155B
$355,000 0.14% of portfolio
1,364
Q4 2024 Added 2.79%
$94.7B
$352,000 0.14% of portfolio
6,736
Q4 2024 Added 6.53%
$33.7B
$319,000 0.13% of portfolio
2,739
Q4 2024 Reduced 1.76%
$121B
$322,000 0.13% of portfolio
802
Q4 2024 Added 6.65%
$146B
$330,000 0.13% of portfolio
8,814
Q4 2024 Reduced 11.85%
$67.4B
$309,000 0.13% of portfolio
2,991
Q3 2024 Reduced 4.84%
$96.5B
$330,000 0.13% of portfolio
4,371
Q4 2024 Reduced 17.48%
$1.62B
$319,000 0.13% of portfolio
5,295
Q4 2024 Reduced 5.36%
$51.9B
$320,000 0.13% of portfolio
1,660
Q1 2024 Reduced 2.35%
$248M
$290,000 0.12% of portfolio
5,943
Q2 2024 Reduced 4.04%
$114B
$301,000 0.12% of portfolio
1,093
Q4 2024 Added 2.82%
$28.9B
$300,000 0.12% of portfolio
5,235
Q4 2024 Reduced 2.33%
$19.3B
$279,000 0.11% of portfolio
3,235
Q4 2024 Reduced 2.32%
$73.3B
$277,000 0.11% of portfolio
1,986
Q4 2024 Added 7.47%
$91.4B
$276,000 0.11% of portfolio
3,362
Q4 2024 Reduced 3.25%
$49.1B
$275,000 0.11% of portfolio
790
Q4 2024 Added 0.25%
$72.6B
$255,000 0.1% of portfolio
2,810
Q4 2024 Reduced 10.99%
$53.1B
$252,000 0.1% of portfolio
1,026
Q4 2024 Reduced 2.29%

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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