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, META, XLK, and represent 37.79% of Zullo Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SCHD, SOFI, INTC, ITA, NWBI, ACOG, XLU, PSX, XLE, XLP.
- Started 7 new stock positions in INTC, SOFI, ACOG, NWBI, PROK, ITA, PHK.
- Reduced shares in these 10 stocks: NVDA, CMG, PWOD, VEA, BKNG, TWO, UNH, SNAP, META, AAPL.
- Sold out of its positions in BKNG, CMG, PWOD, SNAP, TWO, VEA, RIG.
- Zullo Investment Group was a net seller of stock by $-49k.
- Zullo Investment Group has $270M in assets under management (AUM), dropping by 9.69%.
- Central Index Key (CIK): 0001909760
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Portfolio Holdings for Zullo Investment Group
Zullo Investment Group holds 152 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.2 | $41M | 162k | 254.63 |
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| NVIDIA Corporation (NVDA) | 9.1 | $25M | -3% | 132k | 186.58 |
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| Microsoft Corporation (MSFT) | 6.4 | $17M | 33k | 517.97 |
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| Meta Platforms Cl A (META) | 3.6 | $9.8M | 13k | 734.44 |
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| Select Sector Spdr Tr Technology (XLK) | 3.5 | $9.3M | 33k | 281.86 |
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| Amazon (AMZN) | 3.4 | $9.3M | 42k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $6.5M | 21k | 315.44 |
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| Select Sector Spdr Tr Financial (XLF) | 2.1 | $5.7M | 105k | 53.87 |
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| Tesla Motors (TSLA) | 1.8 | $4.9M | 11k | 444.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $4.6M | 19k | 243.56 |
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| Select Sector Spdr Tr Communication (XLC) | 1.3 | $3.5M | 29k | 118.37 |
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| Netflix (NFLX) | 1.2 | $3.3M | 2.7k | 1198.92 |
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| Select Sector Spdr Tr Indl (XLI) | 1.2 | $3.3M | 21k | 154.24 |
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| Home Depot (HD) | 1.2 | $3.2M | 7.8k | 405.23 |
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| Wal-Mart Stores (WMT) | 1.1 | $3.0M | 29k | 103.06 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $2.9M | +10% | 108k | 27.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.9M | 12k | 243.12 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.0 | $2.8M | 12k | 239.64 |
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| Select Sector Spdr Tr Energy (XLE) | 1.0 | $2.8M | +3% | 31k | 89.34 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.0 | $2.7M | 20k | 139.17 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.0 | $2.6M | +4% | 30k | 87.21 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.5M | 14k | 185.44 |
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| Visa Com Cl A (V) | 0.9 | $2.5M | 7.4k | 341.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.4M | 4.0k | 612.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.4M | 4.7k | 502.81 |
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| Broadcom (AVGO) | 0.9 | $2.4M | 7.1k | 329.93 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.9 | $2.3M | +3% | 160k | 14.44 |
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| Procter & Gamble Company (PG) | 0.9 | $2.3M | 15k | 153.65 |
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| Goldman Sachs (GS) | 0.8 | $2.2M | 2.7k | 796.48 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.1M | 3.2k | 669.49 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $2.1M | 4.3k | 490.38 |
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| Verizon Communications (VZ) | 0.8 | $2.1M | 47k | 43.95 |
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| McDonald's Corporation (MCD) | 0.7 | $2.0M | 6.4k | 303.91 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.7 | $1.9M | +2% | 21k | 89.62 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $1.9M | 19k | 95.48 |
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| Advanced Micro Devices (AMD) | 0.7 | $1.9M | 11k | 161.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $1.8M | 2.5k | 746.63 |
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| Costco Wholesale Corporation (COST) | 0.7 | $1.8M | 1.9k | 926.02 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $1.8M | +4% | 23k | 78.37 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.7M | 11k | 158.97 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $1.6M | 9.0k | 182.42 |
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| Uber Technologies (UBER) | 0.6 | $1.6M | 16k | 97.97 |
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| FedEx Corporation (FDX) | 0.5 | $1.4M | -2% | 5.9k | 235.82 |
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| Boeing Company (BA) | 0.5 | $1.4M | 6.4k | 215.83 |
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| United Parcel Service CL B (UPS) | 0.5 | $1.4M | -3% | 16k | 83.53 |
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| Abbvie (ABBV) | 0.5 | $1.3M | +2% | 5.7k | 231.57 |
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| International Business Machines (IBM) | 0.5 | $1.3M | 4.6k | 282.21 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.3M | +2% | 1.7k | 763.16 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $1.2M | 8.4k | 148.61 |
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| UnitedHealth (UNH) | 0.5 | $1.2M | -10% | 3.6k | 345.42 |
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| Cisco Systems (CSCO) | 0.5 | $1.2M | 18k | 68.42 |
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| First Tr Exchange-traded SHS (QQEW) | 0.5 | $1.2M | 8.7k | 141.11 |
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| Qualcomm (QCOM) | 0.4 | $1.2M | 7.1k | 166.39 |
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| Lowe's Companies (LOW) | 0.4 | $1.1M | 4.5k | 251.37 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $1.1M | 26k | 42.13 |
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| Pepsi (PEP) | 0.4 | $1.0M | 7.3k | 140.45 |
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| Caterpillar (CAT) | 0.4 | $1.0M | 2.1k | 477.37 |
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| Merck & Co (MRK) | 0.3 | $937k | 11k | 83.94 |
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| Chevron Corporation (CVX) | 0.3 | $917k | +6% | 5.9k | 155.31 |
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| Prudential Financial (PRU) | 0.3 | $917k | -2% | 8.8k | 103.74 |
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| PPL Corporation (PPL) | 0.3 | $907k | 24k | 37.16 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $903k | +5% | 1.8k | 499.25 |
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| Servicenow (NOW) | 0.3 | $847k | 920.00 | 920.28 |
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| Bank of America Corporation (BAC) | 0.3 | $841k | 16k | 51.59 |
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| Spotify Technology S A SHS (SPOT) | 0.3 | $838k | 1.2k | 698.00 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $789k | 4.7k | 167.39 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $779k | +4% | 6.9k | 112.75 |
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| Nextera Energy (NEE) | 0.3 | $761k | 10k | 75.50 |
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| Illinois Tool Works (ITW) | 0.3 | $744k | -3% | 2.9k | 260.80 |
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| Analog Devices (ADI) | 0.3 | $714k | -2% | 2.9k | 245.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $709k | 1.2k | 600.43 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $707k | 3.0k | 236.06 |
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| salesforce (CRM) | 0.3 | $682k | 2.9k | 237.07 |
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| Oracle Corporation (ORCL) | 0.2 | $663k | 2.4k | 281.27 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $656k | +6% | 985.00 | 666.18 |
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| Philip Morris International (PM) | 0.2 | $643k | 4.0k | 162.21 |
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| Walt Disney Company (DIS) | 0.2 | $639k | 5.6k | 114.52 |
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| Coca-Cola Company (KO) | 0.2 | $636k | 9.6k | 66.33 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $635k | 4.4k | 145.68 |
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| American Express Company (AXP) | 0.2 | $626k | 1.9k | 332.41 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $621k | 1.1k | 569.18 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $591k | +4% | 15k | 39.22 |
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| Capital One Financial (COF) | 0.2 | $583k | 2.7k | 212.60 |
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| 3M Company (MMM) | 0.2 | $580k | 3.7k | 155.20 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $576k | -3% | 8.8k | 65.26 |
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| Target Corporation (TGT) | 0.2 | $567k | -8% | 6.3k | 89.72 |
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| Citigroup Com New (C) | 0.2 | $564k | 5.6k | 101.52 |
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| General Dynamics Corporation (GD) | 0.2 | $564k | -2% | 1.7k | 341.19 |
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| Automatic Data Processing (ADP) | 0.2 | $541k | 1.8k | 293.51 |
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| Waste Management (WM) | 0.2 | $535k | -2% | 2.4k | 220.84 |
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| Wells Fargo & Company (WFC) | 0.2 | $532k | 6.3k | 83.84 |
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| L3harris Technologies (LHX) | 0.2 | $519k | 1.7k | 305.51 |
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| Abbott Laboratories (ABT) | 0.2 | $518k | 3.9k | 133.94 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $511k | 1.1k | 479.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $509k | 1.6k | 328.17 |
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| Altria (MO) | 0.2 | $488k | +2% | 7.4k | 66.08 |
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| Honeywell International (HON) | 0.2 | $469k | -4% | 2.2k | 210.54 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $459k | 3.8k | 122.45 |
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| Rigetti Computing Common Stock (RGTI) | 0.2 | $458k | +7% | 15k | 29.79 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $421k | 3.1k | 133.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $418k | 1.7k | 242.00 |
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| Palo Alto Networks (PANW) | 0.2 | $418k | 2.1k | 203.62 |
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| Blackrock (BLK) | 0.2 | $412k | -3% | 353.00 | 1165.87 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $395k | 5.9k | 67.26 |
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| Micron Technology (MU) | 0.1 | $394k | +2% | 2.4k | 167.39 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $391k | 2.0k | 192.74 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $377k | 3.1k | 120.72 |
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| Amgen (AMGN) | 0.1 | $375k | 1.3k | 282.20 |
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| PNC Financial Services (PNC) | 0.1 | $363k | 1.8k | 201.01 |
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| Allstate Corporation (ALL) | 0.1 | $356k | 1.7k | 214.65 |
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| Cummins (CMI) | 0.1 | $347k | 821.00 | 422.78 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $346k | -8% | 2.8k | 124.35 |
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| Clorox Company (CLX) | 0.1 | $337k | 2.7k | 123.30 |
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| Phillips 66 (PSX) | 0.1 | $336k | +37% | 2.5k | 136.04 |
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| Autodesk (ADSK) | 0.1 | $329k | 1.0k | 317.67 |
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| Air Products & Chemicals (APD) | 0.1 | $323k | 1.2k | 272.95 |
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| Microchip Technology (MCHP) | 0.1 | $323k | -2% | 5.0k | 64.23 |
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| AFLAC Incorporated (AFL) | 0.1 | $320k | -2% | 2.9k | 111.70 |
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| Starbucks Corporation (SBUX) | 0.1 | $319k | -3% | 3.8k | 84.63 |
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| Nucor Corporation (NUE) | 0.1 | $316k | -12% | 2.3k | 135.47 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $315k | 894.00 | 352.75 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $310k | 950.00 | 326.67 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $305k | +2% | 2.2k | 141.49 |
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| Chubb (CB) | 0.1 | $304k | 1.1k | 282.25 |
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| Southern Company (SO) | 0.1 | $296k | -5% | 3.1k | 94.80 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $290k | 2.8k | 103.21 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $278k | 8.8k | 31.42 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $270k | -3% | 3.1k | 87.33 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $270k | -5% | 11k | 24.40 |
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| Nrg Energy Com New (NRG) | 0.1 | $268k | 1.7k | 161.95 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $266k | 679.00 | 391.64 |
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| Norfolk Southern (NSC) | 0.1 | $266k | 883.00 | 300.63 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $264k | 1.2k | 215.79 |
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| Fidelity D + D Bncrp (FDBC) | 0.1 | $261k | 5.9k | 43.83 |
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| Medtronic SHS (MDT) | 0.1 | $256k | 2.7k | 95.24 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $247k | 1.8k | 137.22 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $246k | 2.5k | 100.25 |
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| Valero Energy Corporation (VLO) | 0.1 | $241k | -6% | 1.4k | 170.34 |
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| Ssga Active Tr Spdr Ssga Ig Pub (PRIV) | 0.1 | $241k | 9.5k | 25.51 |
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| Sofi Technologies (SOFI) | 0.1 | $238k | NEW | 9.0k | 26.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $234k | 2.0k | 118.84 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.1 | $229k | +2% | 6.4k | 36.00 |
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| Intel Corporation (INTC) | 0.1 | $226k | NEW | 6.7k | 33.55 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $221k | 10k | 21.56 |
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| Colgate-Palmolive Company (CL) | 0.1 | $211k | -2% | 2.6k | 79.94 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $201k | NEW | 962.00 | 209.39 |
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| Republic Services (RSG) | 0.1 | $201k | 877.00 | 229.48 |
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| Northwest Bancshares (NWBI) | 0.1 | $201k | NEW | 16k | 12.39 |
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| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $137k | 14k | 10.12 |
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| Alpha Cognition Com New (ACOG) | 0.0 | $127k | NEW | 20k | 6.51 |
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| Pimco High Income Com Shs (PHK) | 0.0 | $50k | NEW | 10k | 4.99 |
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| Prokidney Corp Shs Cl A (PROK) | 0.0 | $28k | NEW | 12k | 2.42 |
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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 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
- Zullo Investment Group 2021 Q4 filed Feb. 16, 2022