Zullo Investment Group, Inc.
•CIK: 1909760•Filing: Q4 2025
**Zullo Investment Group, Inc.** manages $273M across a diversified portfolio of 154 positions. The fund exhibits a significant overweight allocation to mega-cap technology names, with AAPL leading at $43.9M and NVDA at $24.3M. Core holdings also include MSFT ($16.0M), AMZN ($9.7M), and XLK ($9.4M), signaling a strong conviction in established growth and technology sectors. This concentrated exposure suggests a tactical focus on market leaders within the technology and financial services verticals.
Total AUM
$273.4M
QoQ Performance
+1.1%
Positions
129
Top 10 Concentration
49.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
MSFT
AAPL16.0%
NVDA8.9%
MSFT5.8%
AMZN3.5%
XLK3.4%
META3.1%
JPM2.4%
GOOG2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology41.4%
Other28.4%
Consumer9.8%
Financial8.3%
Healthcare3.5%
Industrial3.1%
ETF1.9%
Communication1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑38 increased
↓91 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023