Zullo Investment Group
Latest statistics and disclosures from Zullo Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, AMZN, XLK, and represent 37.76% of Zullo Investment Group's stock portfolio.
- Added to shares of these 10 stocks: XLK, NFLX, XLY, XLE, XLU, XLB, NOW, VEA, JCI, SLV.
- Started 6 new stock positions in IYW, TMO, JCI, VEA, SLV, GRAB.
- Reduced shares in these 10 stocks: PTY, NVDA, SMR, RSG, META, MSFT, AAPL, TGT, VZ, IVV.
- Sold out of its positions in ACOG, SMR, PROK, RSG.
- Zullo Investment Group was a net buyer of stock by $9.7M.
- Zullo Investment Group has $273M in assets under management (AUM), dropping by 1.08%.
- Central Index Key (CIK): 0001909760
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Portfolio Holdings for Zullo Investment Group
Zullo Investment Group holds 154 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 16.0 | $44M | 161k | 271.86 |
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| NVIDIA Corporation (NVDA) | 8.9 | $24M | 131k | 186.50 |
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| Microsoft Corporation (MSFT) | 5.8 | $16M | 33k | 483.63 |
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| Amazon (AMZN) | 3.5 | $9.7M | 42k | 230.82 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 3.4 | $9.4M | +97% | 65k | 143.97 |
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| Meta Platforms Cl A (META) | 3.1 | $8.6M | -2% | 13k | 660.13 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $6.6M | 21k | 322.23 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $5.9M | 19k | 313.82 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 2.1 | $5.8M | 106k | 54.77 |
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| Tesla Motors (TSLA) | 1.8 | $4.9M | 11k | 449.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $3.7M | 12k | 313.02 |
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| Select Sector Spdr Tr State Street Com (XLC) | 1.3 | $3.5M | 30k | 117.72 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.2 | $3.3M | 21k | 155.13 |
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| Wal-Mart Stores (WMT) | 1.2 | $3.2M | 29k | 111.41 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.1 | $3.1M | 20k | 154.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $3.0M | 108k | 27.43 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.0 | $2.8M | +98% | 23k | 119.42 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.7M | -3% | 13k | 206.97 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.0 | $2.7M | +96% | 61k | 44.71 |
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| Home Depot (HD) | 1.0 | $2.7M | 7.9k | 344.15 |
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| Netflix (NFLX) | 0.9 | $2.6M | +911% | 28k | 93.76 |
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| Visa Com Cl A (V) | 0.9 | $2.6M | 7.3k | 350.77 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.9 | $2.6M | +101% | 60k | 42.69 |
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| Broadcom (AVGO) | 0.9 | $2.5M | +2% | 7.3k | 346.12 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.5M | 4.0k | 627.13 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.4M | 4.7k | 502.72 |
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| Advanced Micro Devices (AMD) | 0.8 | $2.3M | -5% | 11k | 214.16 |
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| Goldman Sachs (GS) | 0.8 | $2.3M | -3% | 2.6k | 879.37 |
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| Procter & Gamble Company (PG) | 0.8 | $2.1M | 15k | 143.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.1M | -6% | 3.0k | 684.96 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $2.0M | 4.3k | 468.76 |
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| McDonald's Corporation (MCD) | 0.7 | $2.0M | 6.5k | 305.67 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.7 | $2.0M | +104% | 44k | 45.35 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $1.9M | 19k | 99.92 |
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| Morgan Stanley Com New (MS) | 0.7 | $1.9M | 11k | 177.53 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $1.9M | 2.5k | 753.78 |
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| Eli Lilly & Co. (LLY) | 0.7 | $1.8M | 1.7k | 1075.13 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.7 | $1.8M | -12% | 140k | 12.90 |
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| Verizon Communications (VZ) | 0.7 | $1.8M | -7% | 44k | 40.73 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.7 | $1.8M | 23k | 77.68 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.7M | 2.0k | 862.84 |
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| FedEx Corporation (FDX) | 0.6 | $1.7M | 5.8k | 288.87 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $1.6M | 8.8k | 177.75 |
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| United Parcel Service CL B (UPS) | 0.6 | $1.5M | -4% | 16k | 99.20 |
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| Boeing Company (BA) | 0.5 | $1.4M | 6.4k | 217.12 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $1.3M | 8.3k | 160.97 |
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| International Business Machines (IBM) | 0.5 | $1.3M | 4.5k | 296.32 |
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| Cisco Systems (CSCO) | 0.5 | $1.3M | -5% | 17k | 77.03 |
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| Abbvie (ABBV) | 0.5 | $1.3M | 5.6k | 228.50 |
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| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.4 | $1.2M | 8.7k | 142.13 |
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| Uber Technologies (UBER) | 0.4 | $1.2M | -7% | 15k | 81.71 |
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| UnitedHealth (UNH) | 0.4 | $1.2M | 3.5k | 330.19 |
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| Merck & Co (MRK) | 0.4 | $1.2M | 11k | 105.27 |
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| Qualcomm (QCOM) | 0.4 | $1.2M | -5% | 6.8k | 171.08 |
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| Caterpillar (CAT) | 0.4 | $1.1M | -7% | 2.0k | 572.95 |
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| Lowe's Companies (LOW) | 0.4 | $1.1M | -2% | 4.4k | 241.20 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.4 | $1.0M | 26k | 40.35 |
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| Pepsi (PEP) | 0.4 | $1.0M | -2% | 7.1k | 143.54 |
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| Prudential Financial (PRU) | 0.4 | $987k | 8.7k | 112.88 |
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| Chevron Corporation (CVX) | 0.3 | $887k | 5.8k | 152.43 |
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| Bank of America Corporation (BAC) | 0.3 | $875k | -2% | 16k | 55.00 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $845k | -2% | 4.6k | 183.43 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $844k | 7.0k | 120.35 |
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| PPL Corporation (PPL) | 0.3 | $837k | -2% | 24k | 35.02 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $825k | 3.0k | 275.39 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $805k | -8% | 1.7k | 483.91 |
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| salesforce (CRM) | 0.3 | $783k | +2% | 3.0k | 264.93 |
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| Nextera Energy (NEE) | 0.3 | $761k | -6% | 9.5k | 80.28 |
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| Analog Devices (ADI) | 0.3 | $754k | -4% | 2.8k | 271.22 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $752k | 15k | 50.79 |
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| Spotify Technology S A SHS (SPOT) | 0.3 | $696k | 1.2k | 580.71 |
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| Illinois Tool Works (ITW) | 0.3 | $685k | -2% | 2.8k | 246.34 |
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| Micron Technology (MU) | 0.2 | $683k | 2.4k | 285.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $665k | -8% | 1.1k | 614.68 |
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| Servicenow (NOW) | 0.2 | $663k | +370% | 4.3k | 153.19 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $646k | 4.3k | 148.72 |
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| American Express Company (AXP) | 0.2 | $637k | -8% | 1.7k | 370.12 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $636k | +2% | 1.1k | 571.31 |
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| Philip Morris International (PM) | 0.2 | $635k | 4.0k | 160.41 |
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| Walt Disney Company (DIS) | 0.2 | $625k | 5.5k | 113.79 |
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| Coca-Cola Company (KO) | 0.2 | $624k | -6% | 8.9k | 69.91 |
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| Citigroup Com New (C) | 0.2 | $618k | -4% | 5.3k | 116.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $607k | -9% | 890.00 | 681.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $582k | 8.8k | 66.00 |
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| Capital One Financial (COF) | 0.2 | $577k | -13% | 2.4k | 242.43 |
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| 3M Company (MMM) | 0.2 | $576k | -3% | 3.6k | 160.10 |
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| Wells Fargo & Company (WFC) | 0.2 | $567k | -4% | 6.1k | 93.23 |
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| General Dynamics Corporation (GD) | 0.2 | $547k | 1.6k | 336.67 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $537k | 3.1k | 171.22 |
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| Waste Management (WM) | 0.2 | $533k | 2.4k | 219.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $520k | 1.6k | 335.27 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $520k | 1.1k | 487.86 |
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| Abbott Laboratories (ABT) | 0.2 | $487k | 3.9k | 125.29 |
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| Automatic Data Processing (ADP) | 0.2 | $485k | +2% | 1.9k | 257.24 |
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| Target Corporation (TGT) | 0.2 | $473k | -23% | 4.8k | 97.76 |
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| L3harris Technologies (LHX) | 0.2 | $463k | -7% | 1.6k | 293.59 |
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| Oracle Corporation (ORCL) | 0.2 | $461k | 2.4k | 195.00 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $456k | 3.8k | 121.61 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $425k | 1.7k | 246.30 |
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| Cummins (CMI) | 0.2 | $420k | 822.00 | 510.53 |
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| Honeywell International (HON) | 0.2 | $414k | -4% | 2.1k | 195.15 |
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| Altria (MO) | 0.1 | $409k | -4% | 7.1k | 57.67 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $406k | 5.8k | 69.47 |
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| Palo Alto Networks (PANW) | 0.1 | $397k | +5% | 2.2k | 184.20 |
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| Amgen (AMGN) | 0.1 | $395k | -9% | 1.2k | 327.44 |
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| PNC Financial Services (PNC) | 0.1 | $380k | 1.8k | 208.78 |
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| Blackrock (BLK) | 0.1 | $378k | 353.00 | 1070.34 |
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| Nucor Corporation (NUE) | 0.1 | $349k | -8% | 2.1k | 163.13 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $344k | -10% | 2.8k | 123.26 |
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| Allstate Corporation (ALL) | 0.1 | $342k | 1.6k | 208.15 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $340k | 943.00 | 360.33 |
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| Chubb (CB) | 0.1 | $332k | 1.1k | 312.12 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $321k | +2% | 916.00 | 349.99 |
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| Starbucks Corporation (SBUX) | 0.1 | $313k | 3.7k | 84.22 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $313k | -5% | 1.9k | 162.63 |
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| AFLAC Incorporated (AFL) | 0.1 | $312k | 2.8k | 110.27 |
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| Microchip Technology (MCHP) | 0.1 | $311k | -2% | 4.9k | 63.73 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $299k | -2% | 659.00 | 453.36 |
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| Phillips 66 (PSX) | 0.1 | $298k | -6% | 2.3k | 129.06 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $295k | 2.8k | 105.00 |
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| Air Products & Chemicals (APD) | 0.1 | $283k | -3% | 1.1k | 247.07 |
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| Autodesk (ADSK) | 0.1 | $279k | -9% | 941.00 | 296.01 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $275k | 3.1k | 89.48 |
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| Rigetti Computing Common Stock (RGTI) | 0.1 | $274k | -19% | 12k | 22.15 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $269k | 1.2k | 219.78 |
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| Southern Company (SO) | 0.1 | $269k | 3.1k | 87.20 |
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| Nrg Energy Com New (NRG) | 0.1 | $263k | 1.7k | 159.24 |
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| Fidelity D + D Bncrp (FDBC) | 0.1 | $259k | 5.9k | 43.53 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $257k | -4% | 11k | 24.37 |
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| Norfolk Southern (NSC) | 0.1 | $256k | 886.00 | 288.75 |
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| Sofi Technologies (SOFI) | 0.1 | $254k | +7% | 9.7k | 26.18 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $254k | +100% | 3.6k | 70.42 |
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| Medtronic SHS (MDT) | 0.1 | $249k | -3% | 2.6k | 96.06 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $248k | -6% | 8.3k | 29.89 |
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| Intel Corporation (INTC) | 0.1 | $248k | 6.7k | 36.90 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $247k | -11% | 2.4k | 100.92 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $245k | 2.5k | 99.88 |
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| Ssga Active Tr Spdr Ssga Ig Pub (PRIV) | 0.1 | $240k | 9.5k | 25.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $234k | 1.9k | 120.21 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $226k | +9% | 1.1k | 214.81 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $222k | 10k | 21.66 |
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| Valero Energy Corporation (VLO) | 0.1 | $219k | -4% | 1.3k | 162.99 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $216k | -8% | 2.0k | 109.31 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $214k | NEW | 3.4k | 62.47 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $212k | NEW | 1.8k | 119.75 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $211k | NEW | 3.3k | 64.42 |
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| Clorox Company (CLX) | 0.1 | $208k | -24% | 2.1k | 100.83 |
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| Colgate-Palmolive Company (CL) | 0.1 | $207k | 2.6k | 79.02 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $206k | NEW | 355.00 | 580.20 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $203k | NEW | 1.0k | 199.72 |
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| Northwest Bancshares (NWBI) | 0.1 | $193k | 16k | 12.00 |
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| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $140k | 14k | 10.37 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $57k | NEW | 11k | 4.99 |
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| Pimco High Income Com Shs (PHK) | 0.0 | $49k | 10k | 4.86 |
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Past Filings by Zullo Investment Group
SEC 13F filings are viewable for Zullo Investment Group going back to 2021
- Zullo Investment Group 2025 Q4 filed Jan. 26, 2026
- Zullo Investment Group 2025 Q3 filed Oct. 23, 2025
- Zullo Investment Group 2025 Q2 filed July 24, 2025
- Zullo Investment Group 2025 Q1 filed May 1, 2025
- Zullo Investment Group 2024 Q4 filed Feb. 3, 2025
- Zullo Investment Group 2024 Q3 filed Oct. 15, 2024
- Zullo Investment Group 2024 Q2 filed Aug. 13, 2024
- Zullo Investment Group 2024 Q1 filed April 24, 2024
- Zullo Investment Group 2023 Q4 filed Jan. 19, 2024
- Zullo Investment Group 2023 Q3 filed Oct. 19, 2023
- Zullo Investment Group 2023 Q2 filed July 19, 2023
- Zullo Investment Group 2023 Q1 filed April 25, 2023
- Zullo Investment Group 2022 Q4 filed Feb. 14, 2023
- Zullo Investment Group 2022 Q3 filed Nov. 8, 2022
- Zullo Investment Group 2022 Q2 filed Aug. 11, 2022
- Zullo Investment Group 2022 Q1 filed May 16, 2022