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, META, and represent 38.00% of Zullo Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SCHD, PTY, BLK, LRCX, PWOD, PAYX, PANW, RIG, SCHO, SNAP.
- Started 6 new stock positions in PWOD, LRCX, RIG, BLK, SNAP, PAYX.
- Reduced shares in these 10 stocks: AAPL, TMO, BKNG, DOW, , UNP, IVE, XLC, JNJ, F.
- Sold out of its positions in BKNG, DOW, EVGO, F, IVE, SWKS, TMO, UNP.
- Zullo Investment Group was a net buyer of stock by $833k.
- Zullo Investment Group has $248M in assets under management (AUM), dropping by 2.82%.
- Central Index Key (CIK): 0001909760
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Portfolio Holdings for Zullo Investment Group
Zullo Investment Group holds 148 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 17.3 | $43M | 171k | 250.42 |
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NVIDIA Corporation (NVDA) | 7.6 | $19M | 140k | 134.29 |
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Microsoft Corporation (MSFT) | 5.9 | $15M | 35k | 421.50 |
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Amazon (AMZN) | 4.0 | $10M | 46k | 219.39 |
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Meta Platforms Cl A (META) | 3.2 | $7.9M | 14k | 585.51 |
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Select Sector Spdr Tr Technology (XLK) | 3.1 | $7.6M | 33k | 232.52 |
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Select Sector Spdr Tr Financial (XLF) | 2.0 | $5.1M | 105k | 48.33 |
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JPMorgan Chase & Co. (JPM) | 2.0 | $4.9M | 21k | 239.71 |
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Tesla Motors (TSLA) | 1.7 | $4.1M | 10k | 403.84 |
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Alphabet Cap Stk Cl C (GOOG) | 1.5 | $3.7M | 20k | 190.45 |
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Wal-Mart Stores (WMT) | 1.5 | $3.6M | 40k | 90.35 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $3.4M | 5.00 | 680920.00 |
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Home Depot (HD) | 1.3 | $3.3M | 8.6k | 389.01 |
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Select Sector Spdr Tr Communication (XLC) | 1.1 | $2.7M | -4% | 28k | 96.81 |
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Select Sector Spdr Tr Indl (XLI) | 1.1 | $2.7M | 20k | 131.76 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $2.7M | 19k | 137.57 |
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Select Sector Spdr Tr Energy (XLE) | 1.1 | $2.6M | 31k | 85.66 |
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Procter & Gamble Company (PG) | 1.0 | $2.6M | 15k | 167.65 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.0 | $2.5M | -3% | 11k | 224.35 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $2.5M | +176% | 92k | 27.32 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $2.5M | 5.5k | 453.34 |
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Johnson & Johnson (JNJ) | 1.0 | $2.4M | -4% | 17k | 144.62 |
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Netflix (NFLX) | 1.0 | $2.4M | 2.7k | 891.32 |
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Visa Com Cl A (V) | 0.9 | $2.3M | 7.3k | 316.07 |
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United Parcel Service CL B (UPS) | 0.9 | $2.2M | 18k | 126.11 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.9 | $2.2M | 29k | 75.69 |
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Verizon Communications (VZ) | 0.9 | $2.2M | 54k | 39.99 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.1M | 4.0k | 538.81 |
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International Business Machines (IBM) | 0.9 | $2.1M | 9.7k | 219.84 |
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Costco Wholesale Corporation (COST) | 0.8 | $2.1M | 2.3k | 916.31 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.1M | 11k | 189.31 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.9M | 3.3k | 588.78 |
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FedEx Corporation (FDX) | 0.8 | $1.9M | 6.6k | 281.33 |
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McDonald's Corporation (MCD) | 0.7 | $1.8M | -4% | 6.3k | 289.90 |
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Select Sector Spdr Tr Sbi Materials (XLB) | 0.7 | $1.7M | 21k | 84.14 |
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UnitedHealth (UNH) | 0.7 | $1.7M | 3.3k | 505.98 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $1.7M | 21k | 78.61 |
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Broadcom (AVGO) | 0.7 | $1.6M | 7.1k | 231.86 |
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Exxon Mobil Corporation (XOM) | 0.6 | $1.5M | +2% | 14k | 107.58 |
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Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.5M | 2.5k | 621.80 |
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Charles Schwab Corporation (SCHW) | 0.6 | $1.5M | 20k | 74.01 |
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Goldman Sachs (GS) | 0.6 | $1.5M | 2.6k | 572.64 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $1.5M | 4.3k | 342.16 |
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Morgan Stanley Com New (MS) | 0.6 | $1.4M | -4% | 11k | 125.73 |
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Advanced Micro Devices (AMD) | 0.5 | $1.4M | 11k | 120.79 |
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Pepsi (PEP) | 0.5 | $1.2M | 7.7k | 152.07 |
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Eli Lilly & Co. (LLY) | 0.5 | $1.2M | +2% | 1.5k | 772.12 |
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Coca-Cola Company (KO) | 0.5 | $1.2M | 19k | 62.26 |
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Qualcomm (QCOM) | 0.5 | $1.1M | 7.4k | 153.63 |
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Prudential Financial (PRU) | 0.5 | $1.1M | 9.5k | 118.53 |
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Merck & Co (MRK) | 0.5 | $1.1M | 11k | 99.48 |
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Lowe's Companies (LOW) | 0.4 | $1.1M | 4.5k | 246.85 |
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $1.1M | -3% | 27k | 40.67 |
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First Tr Nas100 Eq Weighted SHS (QQEW) | 0.4 | $1.1M | 8.7k | 124.96 |
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American Express Company (AXP) | 0.4 | $1.0M | +3% | 3.4k | 296.81 |
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Boeing Company (BA) | 0.4 | $992k | +2% | 5.6k | 177.00 |
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Shopify Cl A (SHOP) | 0.4 | $989k | 9.3k | 106.33 |
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Uber Technologies (UBER) | 0.4 | $983k | +7% | 16k | 60.32 |
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Target Corporation (TGT) | 0.4 | $983k | 7.3k | 135.19 |
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Servicenow (NOW) | 0.4 | $952k | +7% | 898.00 | 1060.12 |
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Abbvie (ABBV) | 0.4 | $927k | 5.2k | 177.71 |
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Cisco Systems (CSCO) | 0.4 | $907k | 15k | 59.20 |
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PIMCO Corporate Opportunity Fund (PTY) | 0.3 | $827k | +141% | 58k | 14.37 |
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salesforce (CRM) | 0.3 | $800k | 2.4k | 334.45 |
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Lockheed Martin Corporation (LMT) | 0.3 | $795k | 1.6k | 485.98 |
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Walt Disney Company (DIS) | 0.3 | $781k | 7.0k | 111.36 |
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PPL Corporation (PPL) | 0.3 | $780k | -4% | 24k | 32.46 |
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Illinois Tool Works (ITW) | 0.3 | $763k | -2% | 3.0k | 253.60 |
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Nextera Energy (NEE) | 0.3 | $754k | -2% | 11k | 71.70 |
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Chevron Corporation (CVX) | 0.3 | $736k | +3% | 5.1k | 144.86 |
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Bank of America Corporation (BAC) | 0.3 | $697k | 16k | 43.95 |
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Caterpillar (CAT) | 0.3 | $689k | +7% | 1.9k | 362.92 |
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Analog Devices (ADI) | 0.3 | $671k | 3.2k | 212.49 |
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Palantir Technologies Cl A (PLTR) | 0.3 | $657k | +9% | 8.7k | 75.63 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $605k | 9.7k | 62.32 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $596k | -5% | 1.2k | 511.47 |
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3M Company (MMM) | 0.2 | $582k | -9% | 4.5k | 129.11 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $569k | 4.4k | 128.62 |
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Automatic Data Processing (ADP) | 0.2 | $555k | 1.9k | 292.73 |
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Raytheon Technologies Corp (RTX) | 0.2 | $545k | -8% | 4.7k | 115.73 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $542k | 925.00 | 586.08 |
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Freeport-mcmoran CL B (FCX) | 0.2 | $539k | -2% | 14k | 38.08 |
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Honeywell International (HON) | 0.2 | $537k | 2.4k | 225.96 |
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Spotify Technology S A SHS (SPOT) | 0.2 | $517k | 1.2k | 447.38 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $505k | 958.00 | 526.77 |
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Waste Management (WM) | 0.2 | $502k | -2% | 2.5k | 201.82 |
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Clorox Company (CLX) | 0.2 | $494k | -7% | 3.0k | 162.41 |
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Philip Morris International (PM) | 0.2 | $474k | 3.9k | 120.36 |
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Capital One Financial (COF) | 0.2 | $466k | -5% | 2.6k | 178.33 |
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General Dynamics Corporation (GD) | 0.2 | $452k | -7% | 1.7k | 263.56 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $450k | 1.6k | 289.81 |
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Abbott Laboratories (ABT) | 0.2 | $437k | 3.9k | 113.11 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $435k | 1.1k | 410.44 |
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Wells Fargo & Company (WFC) | 0.2 | $434k | +5% | 6.2k | 70.24 |
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Ishares Tr Core High Dv Etf (HDV) | 0.2 | $421k | 3.8k | 112.26 |
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Kraft Heinz (KHC) | 0.2 | $419k | 14k | 30.71 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $417k | -4% | 3.2k | 131.08 |
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Palo Alto Networks (PANW) | 0.2 | $393k | +90% | 2.2k | 181.96 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $386k | -5% | 1.7k | 221.04 |
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Blackrock (BLK) | 0.2 | $379k | NEW | 370.00 | 1025.11 |
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Oracle Corporation (ORCL) | 0.1 | $366k | +3% | 2.2k | 166.67 |
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L3harris Technologies (LHX) | 0.1 | $361k | +3% | 1.7k | 210.35 |
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Starbucks Corporation (SBUX) | 0.1 | $360k | -7% | 3.9k | 91.26 |
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Citigroup Com New (C) | 0.1 | $359k | +5% | 5.1k | 70.40 |
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Amgen (AMGN) | 0.1 | $356k | +2% | 1.4k | 260.75 |
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Altria (MO) | 0.1 | $352k | +6% | 6.7k | 52.30 |
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PNC Financial Services (PNC) | 0.1 | $349k | 1.8k | 192.93 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $347k | 780.00 | 444.68 |
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First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $338k | 5.7k | 59.15 |
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Air Products & Chemicals (APD) | 0.1 | $334k | 1.2k | 290.11 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $331k | -11% | 8.8k | 37.53 |
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Nike CL B (NKE) | 0.1 | $331k | -17% | 4.4k | 75.68 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $323k | +6% | 802.00 | 402.70 |
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Allstate Corporation (ALL) | 0.1 | $320k | 1.7k | 192.79 |
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Nucor Corporation (NUE) | 0.1 | $320k | 2.7k | 116.74 |
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Chipotle Mexican Grill (CMG) | 0.1 | $319k | -5% | 5.3k | 60.30 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $317k | 3.1k | 101.53 |
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AFLAC Incorporated (AFL) | 0.1 | $309k | 3.0k | 103.44 |
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Autodesk (ADSK) | 0.1 | $303k | -2% | 1.0k | 295.57 |
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Chubb (CB) | 0.1 | $302k | +2% | 1.1k | 276.30 |
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Microchip Technology (MCHP) | 0.1 | $300k | -2% | 5.2k | 57.36 |
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Ishares Tr Global Tech Etf (IXN) | 0.1 | $292k | 3.4k | 84.75 |
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Fidelity D + D Bncrp (FDBC) | 0.1 | $290k | 5.9k | 48.80 |
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Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $279k | -2% | 3.2k | 86.31 |
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Marathon Petroleum Corp (MPC) | 0.1 | $277k | +7% | 2.0k | 139.50 |
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Southern Company (SO) | 0.1 | $277k | -3% | 3.4k | 82.33 |
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Cummins (CMI) | 0.1 | $276k | 790.00 | 348.78 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $259k | +82% | 11k | 24.06 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $256k | -3% | 2.6k | 96.90 |
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Colgate-Palmolive Company (CL) | 0.1 | $256k | -10% | 2.8k | 90.91 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $242k | -3% | 2.1k | 115.24 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $240k | 1.2k | 195.83 |
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Arm Holdings Sponsored Ads (ARM) | 0.1 | $236k | +4% | 1.9k | 123.36 |
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Lam Research Corp Com New (LRCX) | 0.1 | $235k | NEW | 3.3k | 72.23 |
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Two Hbrs Invt Corp (TWO) | 0.1 | $231k | -5% | 20k | 11.83 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $226k | 3.2k | 70.29 |
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Medtronic SHS (MDT) | 0.1 | $220k | 2.8k | 79.88 |
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Norfolk Southern (NSC) | 0.1 | $214k | 910.00 | 234.74 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $213k | -4% | 4.5k | 47.82 |
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W.W. Grainger (GWW) | 0.1 | $212k | -3% | 201.00 | 1056.41 |
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Penns Woods Ban (PWOD) | 0.1 | $207k | NEW | 6.8k | 30.39 |
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Phillips 66 (PSX) | 0.1 | $202k | 1.8k | 113.96 |
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Paychex (PAYX) | 0.1 | $200k | NEW | 1.4k | 140.22 |
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Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $136k | 14k | 10.10 |
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Transocean Registered Shs (RIG) | 0.0 | $122k | NEW | 32k | 3.75 |
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Snap Cl A (SNAP) | 0.0 | $115k | NEW | 11k | 10.77 |
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Biovie Cl A (BIVI) | 0.0 | $46k | -8% | 23k | 2.00 |
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Prokidney Corp Class A Ord Shs (PROK) | 0.0 | $21k | -40% | 12k | 1.69 |
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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 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