Zullo Investment Group Q2 2026 Portfolio Activity: Significant Buys and Tech Sells
This analysis details notable purchases and sales by Zullo Investment Group in the second quarter of 2026, highlighting their strategic shifts across various sectors.
As reported for the period ending June 30, 2026, Zullo Investment Group's portfolio held a substantial value of $291.8 million. The firm exhibited active management during this quarter, with notable changes observed in several holdings across different sectors.
Prominent Purchases This Quarter
Zullo Investment Group demonstrated significant buying activity, most notably increasing its stake in the VANGUARD WORLD FUNDS (VGT) ETF. The fund's portfolio allocation percentage jumped by 684.72 points to reach 0.76%, representing a substantial increase of over 16,310 shares.
The firm also significantly boosted its position in the SCHWAB STRATEGIC TRUST (SCHD) fund. The allocation percentage rose by 12.97 points to 1.46%, adding more than 15,515 shares.
Furthermore, Zullo added exposure to the ISHARES TRUST (HDV), increasing its allocation percentage by 400 points to a modest 0.18%, acquiring over 15,000 additional shares.
Notable Sales and Reductions
Zullo Investment Group significantly reduced its positions in several large-cap technology stocks during Q2 2026. The firm sold a portion of its holdings in APPLE INC (AAPL), decreasing the allocation percentage by 1.06 points to 15.59%.
Similarly, there was a substantial decrease in exposure to NVIDIA CORPORATION (NVDA). The position dropped by 1.52 percentage points to an allocation of 8.39%, reflecting the sale of over 1,900 shares.
Microsoft Corporation (MSFT) also saw a reduction in its portfolio weighting by 4.45 percentage points to reach an allocation of 2.23%, following the divestment of nearly 611 shares.
Additionally, Zullo sold shares from several other holdings, including AMAZON COM INC (AMZN), which saw its portfolio weighting decrease by 3.34 percentage points to an allocation of 2.13%. The firm also divested parts of its positions in META PLATFORMS INC (META) and JPMORGAN CHASE & CO (JPM), although the reductions were less pronounced than those in technology.
New Positions Created
In addition to reducing existing positions, Zullo Investment Group created new holdings during this quarter. The firm initiated a position in PPL CORP (PPL), adding over 13,653 shares and allocating approximately 0.46% of the portfolio to this Utilities stock.
Furthermore, Zullo began investing in VANGUARD INDEX FUNDS (VUG), acquiring over 5,175 shares and allocating about 0.18% of the portfolio to this Consumer Cyclical fund.
Finally, a new position was established in J P MORGAN EXCHANGE TRADED FUNDS (JEPI), allocating roughly 0.08% of the portfolio to this offering from JPMorgan.
Overall Portfolio Shifts
The observed changes reflect a clear strategic shift away from large-cap technology stocks, which collectively accounted for nearly half of Zullo's holdings at the end of Q1 2026. The portfolio now shows reduced concentration in this sector.
Zullo also appears to be diversifying into other areas like tactical ETFs (SCHD) and specific sectors such as Utilities (PPL) and Consumer Defensive (WMT). The firm's overall portfolio weighting across Technology, Financial Services, and Communication Services has decreased slightly compared to the previous quarter.
Conversely, while specific sectors like Utilities saw a new position created, other areas such as Consumer Defensive (WMT) experienced slight reductions. The firm's total holdings count increased by 136 during the quarter.
For more detailed information on Zullo Investment Group's portfolio and its investment activities, please visit their profile at InsiderSet.