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, XLK, AMZN, and represent 35.37% of Zullo Investment Group's stock portfolio.
- Added to shares of these 10 stocks: MSFT, XLSR, XLE, XLK, SCHD, GOOGL, KMI, AMAT, AEP, IVE.
- Started 12 new stock positions in DVN, IVE, CLF, SATL, CME, AEP, AMAT, RIG, VDE, XLSR. KMI, GWW.
- Reduced shares in these 10 stocks: NVDA, AAPL, RGTI, TSLA, AGG, , CLX, TMO, IYW, GOOG.
- Sold out of its positions in CLX, AGG, IYW, SLV, PHK, RGTI, TMO, GRAB.
- Zullo Investment Group was a net buyer of stock by $3.3M.
- Zullo Investment Group has $264M in assets under management (AUM), dropping by -3.61%.
- Central Index Key (CIK): 0001909760
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Portfolio Holdings for Zullo Investment Group
Zullo Investment Group holds 158 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.4 | $41M | 160k | 253.79 |
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| NVIDIA Corporation (NVDA) | 8.3 | $22M | -4% | 125k | 174.40 |
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| Microsoft Corporation (MSFT) | 5.0 | $13M | +7% | 36k | 370.17 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 3.4 | $9.0M | +4% | 68k | 132.90 |
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| Amazon (AMZN) | 3.3 | $8.7M | 42k | 208.27 |
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| Meta Platforms Cl A (META) | 2.8 | $7.4M | 13k | 572.16 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $6.1M | 21k | 294.17 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 2.0 | $5.3M | 107k | 49.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $5.2M | -3% | 18k | 286.87 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 1.6 | $4.2M | +11% | 68k | 61.26 |
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| Tesla Motors (TSLA) | 1.4 | $3.8M | -6% | 10k | 371.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $3.7M | +10% | 120k | 30.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.6M | +7% | 13k | 287.58 |
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| Wal-Mart Stores (WMT) | 1.4 | $3.6M | 29k | 124.28 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 1.3 | $3.5M | +3% | 22k | 161.73 |
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| Select Sector Spdr Tr State Street Com (XLC) | 1.3 | $3.4M | +4% | 31k | 110.86 |
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| Johnson & Johnson (JNJ) | 1.3 | $3.3M | +2% | 14k | 244.45 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.2 | $3.1M | +5% | 21k | 146.61 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.1 | $2.9M | +3% | 62k | 45.89 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.0 | $2.7M | +5% | 25k | 108.98 |
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| Netflix (NFLX) | 1.0 | $2.6M | 27k | 96.15 |
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| Home Depot (HD) | 1.0 | $2.6M | 7.9k | 328.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.4M | 4.0k | 597.55 |
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| Procter & Gamble Company (PG) | 0.9 | $2.4M | +8% | 16k | 144.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.3M | 4.7k | 479.27 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.9 | $2.3M | +3% | 45k | 49.97 |
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| Goldman Sachs (GS) | 0.8 | $2.2M | 2.6k | 846.03 |
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| Visa Com Cl A (V) | 0.8 | $2.2M | 7.3k | 302.26 |
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| Advanced Micro Devices (AMD) | 0.8 | $2.2M | 11k | 203.43 |
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| Broadcom (AVGO) | 0.8 | $2.1M | -4% | 6.9k | 309.54 |
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| Verizon Communications (VZ) | 0.8 | $2.1M | -2% | 43k | 50.20 |
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| FedEx Corporation (FDX) | 0.8 | $2.1M | +2% | 6.0k | 356.18 |
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| McDonald's Corporation (MCD) | 0.8 | $2.1M | +3% | 6.7k | 310.79 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.8 | $2.0M | +5% | 24k | 81.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.0M | 3.0k | 653.25 |
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| Costco Wholesale Corporation (COST) | 0.7 | $2.0M | 2.0k | 996.66 |
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| Charles Schwab Corporation (SCHW) | 0.7 | $1.8M | -2% | 19k | 93.98 |
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| Morgan Stanley Com New (MS) | 0.7 | $1.8M | 11k | 164.58 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $1.7M | 4.3k | 390.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.7M | -3% | 2.4k | 697.72 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | +2% | 1.8k | 919.83 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.6 | $1.6M | -7% | 129k | 12.06 |
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| United Parcel Svcs CL B (UPS) | 0.6 | $1.5M | 16k | 98.39 |
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| Caterpillar (CAT) | 0.5 | $1.4M | 2.0k | 708.64 |
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| Merck & Co (MRK) | 0.5 | $1.3M | 11k | 120.30 |
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| Chevron Corporation (CVX) | 0.5 | $1.3M | +10% | 6.4k | 206.92 |
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| Cisco Systems (CSCO) | 0.5 | $1.3M | 17k | 77.59 |
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| Boeing Company (BA) | 0.5 | $1.3M | 6.5k | 199.03 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.3M | +5% | 7.4k | 169.68 |
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| Abbvie (ABBV) | 0.5 | $1.2M | 5.6k | 217.53 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.2M | 3.0k | 391.76 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.4 | $1.1M | +8% | 28k | 40.83 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | -11% | 7.8k | 146.28 |
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| International Business Machines (IBM) | 0.4 | $1.1M | +3% | 4.7k | 242.41 |
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| Pepsi (PEP) | 0.4 | $1.1M | 7.1k | 155.29 |
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| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.4 | $1.1M | 8.7k | 126.97 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.1M | +6% | 1.8k | 604.52 |
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| Lowe's Companies (LOW) | 0.4 | $1.0M | 4.4k | 236.30 |
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| UnitedHealth (UNH) | 0.4 | $1.0M | +5% | 3.7k | 270.59 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.0M | 8.4k | 118.62 |
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| Uber Technologies (UBER) | 0.4 | $977k | -8% | 14k | 71.93 |
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| PPL Corporation (PPL) | 0.3 | $909k | 24k | 38.20 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $905k | 4.7k | 192.92 |
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| Qualcomm (QCOM) | 0.3 | $893k | +2% | 6.9k | 128.79 |
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| Analog Devices (ADI) | 0.3 | $878k | 2.8k | 318.21 |
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| Nextera Energy (NEE) | 0.3 | $861k | -2% | 9.3k | 92.88 |
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| Micron Technology (MU) | 0.3 | $857k | +6% | 2.5k | 337.86 |
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| Freeport Mcmoran CL B (FCX) | 0.3 | $848k | -2% | 14k | 58.78 |
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| Prudential Financial (PRU) | 0.3 | $835k | -2% | 8.5k | 97.70 |
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| Ssga Active Tr State Street Us (XLSR) | 0.3 | $799k | NEW | 14k | 57.74 |
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| Bank of America Corporation (BAC) | 0.3 | $778k | 16k | 48.75 |
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| Illinois Tool Works (ITW) | 0.3 | $719k | 2.8k | 260.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $696k | +11% | 1.2k | 577.63 |
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| Coca-Cola Company (KO) | 0.3 | $693k | +2% | 9.1k | 76.05 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $675k | 3.2k | 213.73 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $657k | +13% | 1.0k | 650.34 |
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| Philip Morris International (PM) | 0.2 | $655k | 4.0k | 165.36 |
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| Target Corporation (TGT) | 0.2 | $650k | +10% | 5.4k | 121.21 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $622k | 4.4k | 142.45 |
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| salesforce (CRM) | 0.2 | $616k | +11% | 3.3k | 186.68 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $608k | +4% | 1.3k | 484.91 |
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| Citigroup Com New (C) | 0.2 | $601k | 5.3k | 113.42 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $597k | 8.8k | 67.53 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $567k | 1.1k | 499.66 |
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| General Dynamics Corporation (GD) | 0.2 | $558k | 1.6k | 343.26 |
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| Waste Management (WM) | 0.2 | $547k | 2.4k | 229.87 |
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| L3harris Technologies (LHX) | 0.2 | $544k | 1.6k | 345.28 |
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| Walt Disney Company (DIS) | 0.2 | $542k | +2% | 5.6k | 96.38 |
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| Servicenow (NOW) | 0.2 | $527k | +16% | 5.0k | 104.55 |
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| 3M Company (MMM) | 0.2 | $525k | 3.6k | 145.27 |
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| American Express Company (AXP) | 0.2 | $513k | 1.7k | 302.51 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $509k | 3.8k | 135.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $498k | 1.6k | 320.81 |
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| Wells Fargo & Company (WFC) | 0.2 | $473k | -2% | 5.9k | 79.61 |
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| Honeywell International (HON) | 0.2 | $472k | 2.1k | 226.09 |
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| Altria (MO) | 0.2 | $470k | 7.1k | 65.99 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $469k | 1.9k | 244.18 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $465k | 1.1k | 436.79 |
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| Cummins (CMI) | 0.2 | $460k | +3% | 854.00 | 538.30 |
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| Capital One Financial (COF) | 0.2 | $439k | 2.4k | 182.45 |
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| Amgen (AMGN) | 0.2 | $426k | 1.2k | 352.12 |
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| Phillips 66 (PSX) | 0.2 | $425k | 2.3k | 182.25 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $410k | -4% | 1.7k | 248.05 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $401k | 5.9k | 68.29 |
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| Abbott Laboratories (ABT) | 0.1 | $387k | -3% | 3.8k | 102.67 |
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| PNC Financial Services (PNC) | 0.1 | $380k | 1.8k | 208.10 |
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| Automatic Data Processing (ADP) | 0.1 | $374k | -2% | 1.8k | 203.19 |
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| Nucor Corporation (NUE) | 0.1 | $371k | +2% | 2.2k | 169.14 |
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| Oracle Corporation (ORCL) | 0.1 | $357k | +2% | 2.4k | 147.14 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $349k | -3% | 910.00 | 383.62 |
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| Valero Energy Corporation (VLO) | 0.1 | $344k | +3% | 1.4k | 247.25 |
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| Allstate Corporation (ALL) | 0.1 | $341k | 1.6k | 207.34 |
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| Chubb (CB) | 0.1 | $337k | -2% | 1.0k | 325.93 |
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| Palo Alto Networks (PANW) | 0.1 | $336k | -2% | 2.1k | 160.32 |
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| Air Products & Chemicals (APD) | 0.1 | $332k | 1.1k | 290.65 |
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| Blackrock (BLK) | 0.1 | $324k | -4% | 337.00 | 961.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $316k | 2.8k | 113.11 |
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| Microchip Technology (MCHP) | 0.1 | $315k | 4.9k | 64.62 |
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| AFLAC Incorporated (AFL) | 0.1 | $310k | 2.8k | 109.71 |
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| Starbucks Corporation (SBUX) | 0.1 | $309k | -7% | 3.4k | 89.60 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $299k | 2.0k | 151.28 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $299k | +30% | 1.4k | 218.89 |
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| Intel Corporation (INTC) | 0.1 | $296k | 6.7k | 44.13 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $295k | 661.00 | 446.54 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $283k | 2.8k | 99.97 |
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| Southern Company (SO) | 0.1 | $282k | -5% | 2.9k | 96.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $279k | 3.1k | 90.55 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $263k | 1.2k | 215.06 |
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| Fidelity D + D Bncrp (FDBC) | 0.1 | $257k | 5.9k | 43.28 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $256k | 11k | 24.27 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $243k | 8.5k | 28.71 |
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| Norfolk Southern (NSC) | 0.1 | $242k | -4% | 842.00 | 287.17 |
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| Nrg Energy Com New (NRG) | 0.1 | $242k | 1.7k | 146.14 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $239k | 1.9k | 124.35 |
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| Ssga Active Tr State Street Ig (PRIV) | 0.1 | $228k | -4% | 9.1k | 25.23 |
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| Colgate-Palmolive Company (CL) | 0.1 | $228k | 2.7k | 85.23 |
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| Autodesk (ADSK) | 0.1 | $227k | 948.00 | 239.40 |
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| Kinder Morgan (KMI) | 0.1 | $226k | NEW | 6.7k | 33.53 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $223k | -3% | 1.7k | 130.95 |
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| Medtronic SHS (MDT) | 0.1 | $222k | 2.6k | 86.65 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $220k | 3.4k | 64.08 |
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| Applied Materials (AMAT) | 0.1 | $220k | NEW | 644.00 | 341.84 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $220k | 3.6k | 61.00 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $217k | -8% | 2.3k | 96.47 |
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| American Electric Power Company (AEP) | 0.1 | $216k | NEW | 1.7k | 131.09 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $216k | NEW | 1.0k | 211.15 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $214k | 10k | 20.90 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $213k | -4% | 876.00 | 243.08 |
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| W.W. Grainger (GWW) | 0.1 | $212k | NEW | 194.00 | 1094.64 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $209k | NEW | 1.2k | 173.04 |
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| Cme (CME) | 0.1 | $207k | NEW | 700.00 | 295.35 |
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| Northwest Bancshares (NWBI) | 0.1 | $205k | 16k | 12.69 |
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| Devon Energy Corporation (DVN) | 0.1 | $201k | NEW | 4.0k | 50.32 |
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| Sofi Technologies (SOFI) | 0.1 | $164k | +6% | 10k | 15.88 |
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| Transocean Registered Shs (RIG) | 0.1 | $134k | NEW | 20k | 6.63 |
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| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $133k | 14k | 9.87 |
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| Cleveland-cliffs (CLF) | 0.0 | $96k | NEW | 11k | 8.45 |
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| Satellogic Com Cl A (SATL) | 0.0 | $60k | NEW | 11k | 5.44 |
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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 2026 Q1 filed April 15, 2026
- 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