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ZIG

Zullo Investment Group Portfolio holdings

AUM $293M
1-Year Est. Return 36.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$553K
2
+$504K
3
+$492K
4
MRVL icon
Marvell Technology
MRVL
+$346K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$340K

Top Sells

Rank Stock Value
1
+$1.25M
2
+$498K
3
+$485K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$459K
5
WMT icon
Walmart Inc
WMT
+$450K

Sector Composition

Rank Sector Weight
1 Technology 39.94%
2 Financials 8.13%
3 Communication Services 7.66%
4 Consumer Discretionary 6.76%
5 Industrials 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.41T
$45.7M 15.59%
157,905
-1,695
NVDA icon
2
NVIDIA
NVDA
$5.43T
$24.6M 8.39%
122,919
-1,900
MSFT icon
3
Microsoft
MSFT
$3.66T
$13M 4.45%
34,948
-611
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$124B
$12.5M 4.25%
65,396
-2,684
AMZN icon
5
Amazon
AMZN
$2.88T
$9.78M 3.34%
41,044
-787
META icon
6
Meta Platforms (Facebook)
META
$1.47T
$7.02M 2.4%
12,467
-478
JPM icon
7
JPMorgan Chase
JPM
$971B
$6.54M 2.23%
19,973
-761
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.19T
$6.23M 2.13%
17,645
-380
AMD icon
9
Advanced Micro Devices
AMD
$788B
$6.18M 2.11%
10,640
-85
XLF icon
10
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$5.61M 1.92%
104,731
-2,413
SCHD icon
11
Schwab US Dividend Equity ETF
SCHD
$107B
$4.29M 1.46%
135,169
+15,515
TSLA icon
12
Tesla
TSLA
$1.29T
$4.26M 1.45%
10,122
+8
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.2T
$4.2M 1.43%
11,739
-853
XLI icon
14
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$3.88M 1.32%
20,943
-899
XLE icon
15
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$3.41M 1.16%
64,112
-3,752
CRWD icon
16
CrowdStrike
CRWD
$226B
$3.34M 1.14%
17,524
+180
JNJ icon
17
Johnson & Johnson
JNJ
$629B
$3.33M 1.13%
13,095
-456
XLV icon
18
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$3.24M 1.11%
20,430
-554
XLC icon
19
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$3.01M 1.03%
28,058
-2,704
STX icon
20
Seagate
STX
$199B
$2.89M 0.99%
2,996
WMT icon
21
Walmart Inc
WMT
$923B
$2.86M 0.97%
25,227
-3,624
MU icon
22
Micron Technology
MU
$1.03T
$2.82M 0.96%
2,441
-95
VOO icon
23
Vanguard S&P 500 ETF
VOO
$1.03T
$2.76M 0.94%
4,015
+25
HD icon
24
Home Depot
HD
$342B
$2.73M 0.93%
7,732
-210
XLY icon
25
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$2.71M 0.93%
23,137
-1,345
1
2 3 4 5

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ECM
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DMBA
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SM
Selkirk Management Chatham, New Jersey $294M AUM 26.84% 1-Year Est. Return
PPC
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FPM
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LFC
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DIGDR
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CA
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Zullo Investment Group's Q2 2026 Portfolio in Review

As of Q2 2026, Zullo Investment Group held 169 positions worth $293M, up 11% from $264M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Zullo Investment Group's Q2 2026 filing shows 11 new, 24 increased, 105 reduced and 12 closed positions. Its largest new stake was SpaceX: 3,253 shares worth $556K. The largest sale was ExxonMobil, an estimated $1.25M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, up from 36% a quarter earlier, followed by Financials and Communication Services.

  • Zullo Investment Group's largest Q2 2026 buy was SpaceX: 3,253 shares worth $556K.
  • Zullo Investment Group added most to PPL Corp in Q2 2026, an estimated $504K increase.
  • Zullo Investment Group's biggest Q2 2026 reduction was Apple, cutting an estimated $485K.
  • Zullo Investment Group fully exited ExxonMobil in Q2 2026, selling an estimated $1.25M.
  • Zullo Investment Group's ten largest holdings make up 47% of its $293M portfolio in Q2 2026.
  • Zullo Investment Group opened 11 new positions and closed 12 in Q2 2026.
  • Zullo Investment Group's portfolio value rose 11% quarter-over-quarter to $293M.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.