Zullo Investment Group
Zullo Investment Group reported 156 stocks worth $310M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (16.9%), NVDA (9.1%) and MSFT (5.7%). Compared with Q2 2026, the fund opened new positions in XOM, added to XLF, SCHD and CRWD, trimmed AAPL, NVDA and MSFT and sold out of NRG, GLW and PCY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $52.3M | 16.9% | 157K | −939 (−1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $28M | 9.1% | 123K | −139 (−0%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $17.6M | 5.7% | 34K | −611 (−2%) | 8 of 8 | |
| 4 |  XLK Select Sector Spdr TR | $12.5M | 4.0% | 64K | −1,391 (−2%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $10.1M | 3.3% | 41K | −396 (−1%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $9M | 2.9% | 12K | −82 (−1%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $6.6M | 2.1% | 20K | −36 (−0%) | 8 of 8 | |
| 8 |  AMD Advanced Micro Devices Inc | $6.5M | 2.1% | 11K | −33 (−0%) | 8 of 8 | |
| 9 |  GOOG Alphabet Inc | $5.9M | 1.9% | 17K | −316 (−2%) | 8 of 8 | |
| 10 |  XLF Select Sector Spdr TR | $5.6M | 1.8% | 105K | +603 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NRG Nrg Energy Inc | $242K | 1,654 |
 GLW Corning Inc | $226K | 884 |
 PCY Invesco Emerging Markets Sovereign Debt ETF | $221K | 10K |
 HONA Honeywell Aerospace Inc Com | $216K | 977 |
 HON Honeywell Intl Inc Com | $214K | 957 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Zullo Investment Group 13F FAQ
What does Zullo Investment Group own?
Zullo Investment Group reported 156 stocks worth $310M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are AAPL (16.9%), NVDA (9.1%) and MSFT (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Zullo Investment Group buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 55 added to, 66 trimmed and 7 sold out. New positions include XOM. It sold all of NRG, GLW and PCY.
When will Zullo Investment Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Zullo Investment Group's portfolio worth?
The Q3 2026 filing reports $310M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.