ZI
| |
Zullo Investment Group, Inc.13F | |
| Zullo Investment Group, Inc. | |
| Last update 2025-05-02 | 146 Stocks (3 new) |
| Value $233.00 Mil | Turnover 1 % |
Zullo Investment Group, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 169,592 | 37,671.5 | -1.02% | 16.150 | -0.18% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
NVDA | NVIDIA Corp | 135,001 | 14,631.4 | -3.35% | 6.270 | -0.25% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
MSFT | Microsoft Corp | 34,444 | 12,929.8 | -0.32% | 5.540 | -0.02% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 44,634 | 8,492.1 | -1.83% | 3.640 | -0.07% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
META | Meta Platforms Inc | 13,084 | 7,541.2 | -3.20% | 3.230 | -0.10% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
XLK | Technology Select Sector SPDR ETF | 32,607 | 6,732.7 | -0.47% | 2.890 | -0.01% | 0.010 | +29.20% | +10.41% | 80,440.0 | ||
XLF | Financial Select Sector SPDR | 104,309 | 5,195.6 | -0.20% | 2.230 | 0% | 0.010 | +12.15% | +8.69% | 49,640.7 | ||
JPM | JPMorgan Chase & Co | 20,653 | 5,066.1 | +0.67% | 2.170 | +0.01% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
BRK.A | Berkshire Hathaway Inc | 5 | 3,992.2 | 0% | 1.710 | 0% | 0.000 | -9.08% | +4.69% | 1,026,074.7 | Insurance | |
HD | The Home Depot Inc | 8,709 | 3,191.9 | +1.82% | 1.370 | +0.02% | 0.000 | +5.23% | -3.67% | 368,193.0 | Retail - Cyclical |
Zullo Investment Group, Inc.'s Historical Top Holdings Breakdowns
Zullo Investment Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PTY |
PIMCO Corporate & Income Opportunity Fds
PIMCO Corporate & Income Opportunity Fds
| 2025-03-31 | Add Add | +0.48% | 14.22 ($14.56) 14.83 | $13.82 | -5.08% | Add 134.14% | 134,674 | 77,155 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.25% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Reduce -3.35% | 135,001 | -4,684 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.18% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -1.02% | 169,592 | -1,748 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.18% | 84.5 ($93.81) 105.05 | $94.40 | 0.63% | Reduce -12.09% | 35,293 | -4,856 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.13% | 890.62 ($974.97) 1076.86 | $970.33 | -0.48% | Reduce -15.6% | 1,910 | -353 | |
NKE | Nike Inc | 2025-03-31 | Sold Out Sold Out | -0.13% | 63.29 ($73.61) 81.72 | $72.63 | -1.33% | Sold Out | 0 | -4,371 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.10% | 576.36 ($645.17) 736.67 | $717.51 | 11.21% | Reduce -3.2% | 13,084 | -432 | |
CSCO | Cisco Systems Inc | 2025-03-31 | Add Add | +0.09% | 58.74 ($61.57) 64.87 | $67.95 | 10.36% | Add 21.35% | 18,592 | 3,271 | |
PCY |
Invesco Emerging Markets Sovereign Debt ETF
Invesco Emerging Markets Sovereign Debt ETF
| 2025-03-31 | New Buy New Buy | +0.09% | 19.7 ($20.23) 20.69 | $20.27 | 0.20% | New holding | 10,188 | 10,188 | |
RSG | Republic Services Inc | 2025-03-31 | New Buy New Buy | +0.09% | 200.09 ($224.22) 242.16 | $241.21 | 7.58% | New holding | 908 | 908 |
Zullo Investment Group, Inc. Total Holding History ($B)
Zullo Investment Group, Inc.'s Asset Allocation
Zullo Investment Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Zullo Investment Group, Inc.'s Hypothetical Growth since 2025-03-31
Zullo Investment Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Zullo Investment Group, Inc.'s Holdings Heat Map
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Zullo Investment Group, Inc.'s Holdings Bubble Chart
Zullo Investment Group, Inc. News
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