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Home > Institutional Investor > Zullo Investment Group, Inc. > Profile

Instuitional Investor - Zullo Investment Group, Inc.

Fund Profile
Filing Period:
Fund Name: Zullo Investment Group, Inc.
Portfolio Value $195,184,409
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 170,672 $32,859,656 16.83%
2.
Microsoft Corp
 MSFT 33,884 $12,742,098 6.52%
3.
Nvidia Corp
 NVDA 14,104 $6,985,020 3.57%
4.
Amazon Com Inc
 AMZN 45,627 $6,932,566 3.55%
5.
Sector Spdr Trust
 XLB 32,677 $6,289,710 3.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)