Long-term investor
Zullo Investment Group, Inc. @zulloinvestmentgroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909760).
Record
- Tracked since 2025-06-30 (434 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +3.3% · 1 year +13.2% · all +13.2%
- Max drawdown -6.0% · Sharpe 0.52 · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 15.6% · long · since 2025-06-30
- NVDA · 8.4% · long · since 2025-06-30
- MSFT · 4.4% · long · since 2025-06-30
- XLK · 4.3% · long · since 2025-06-30
- AMZN · 3.3% · long · since 2025-06-30
- META · 2.4% · long · since 2025-06-30
- JPM · 2.2% · long · since 2025-06-30
- GOOG · 2.1% · long · since 2025-06-30
- AMD · 2.1% · long · since 2025-06-30
- XLF · 1.9% · long · since 2025-06-30
- SCHD · 1.5% · long · since 2025-06-30
- TSLA · 1.5% · long · since 2025-06-30