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 36.02% of Zullo Investment Group's stock portfolio.
- Added to shares of these 10 stocks: VGT, SPCX, MRVL, PPL, SCHD, SNDK, VUG, HDV, VYM, WDC.
- Started 12 new stock positions in SNDK, TWLO, GLW, VYM, DE, JEPI, HONA, MRVL, HON, SPCX. WDC, IYW.
- Reduced shares in these 10 stocks: , XLK, VTI, AAPL, Honeywell International, , WMT, NVDA, GOOGL, XLC.
- Sold out of its positions in ADBE, AEP, ADSK, CME, COF, DVN, XOM, Honeywell International, SOFI, VDE. VTI, MDT, RIG.
- Zullo Investment Group was a net seller of stock by $-5.0M.
- Zullo Investment Group has $293M in assets under management (AUM), dropping by 11.23%.
- Central Index Key (CIK): 0001909760
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Portfolio Holdings for Zullo Investment Group
Zullo Investment Group holds 157 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.6 | $46M | 158k | 289.36 |
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| NVIDIA Corporation (NVDA) | 8.4 | $25M | 123k | 200.09 |
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| Microsoft Corporation (MSFT) | 4.4 | $13M | 35k | 373.03 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 4.3 | $13M | -3% | 65k | 190.52 |
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| Amazon (AMZN) | 3.3 | $9.8M | 41k | 238.34 |
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| Meta Platforms Cl A (META) | 2.4 | $7.0M | -3% | 13k | 563.32 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $6.5M | -3% | 20k | 327.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $6.2M | -2% | 18k | 353.34 |
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| Advanced Micro Devices (AMD) | 2.1 | $6.2M | 11k | 580.91 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.9 | $5.6M | -2% | 105k | 53.61 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.5 | $4.3M | +12% | 135k | 31.71 |
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| Tesla Motors (TSLA) | 1.5 | $4.3M | 10k | 420.60 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.2M | -6% | 12k | 357.38 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 1.3 | $3.9M | -4% | 21k | 185.24 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 1.2 | $3.4M | -5% | 64k | 53.11 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $3.3M | 4.4k | 763.14 |
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| Johnson & Johnson (JNJ) | 1.1 | $3.3M | -3% | 13k | 253.98 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.1 | $3.2M | -2% | 20k | 158.66 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.0 | $3.0M | -8% | 28k | 107.13 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.0 | $2.9M | 3.0k | 965.00 |
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| Wal-Mart Stores (WMT) | 1.0 | $2.9M | -12% | 25k | 113.26 |
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| Micron Technology (MU) | 1.0 | $2.8M | -3% | 2.4k | 1154.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.8M | 4.0k | 686.81 |
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| Home Depot (HD) | 0.9 | $2.7M | -2% | 7.7k | 352.72 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.9 | $2.7M | -5% | 23k | 117.28 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.9 | $2.7M | -4% | 60k | 45.34 |
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| Broadcom (AVGO) | 0.9 | $2.6M | 6.9k | 377.78 |
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| Visa Com Cl A (V) | 0.9 | $2.5M | 7.3k | 343.09 |
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| Goldman Sachs (GS) | 0.8 | $2.5M | -7% | 2.4k | 1011.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.3M | -2% | 4.6k | 500.46 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.2M | 3.0k | 748.96 |
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| Vanguard World Inf Tech Etf (VGT) | 0.8 | $2.2M | +684% | 19k | 119.52 |
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| Morgan Stanley Com New (MS) | 0.8 | $2.2M | 11k | 209.04 |
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| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.7 | $2.2M | -5% | 43k | 50.83 |
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| Eli Lilly & Co. (LLY) | 0.7 | $2.1M | +2% | 1.8k | 1199.75 |
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| Procter & Gamble Company (PG) | 0.7 | $2.1M | -11% | 15k | 146.65 |
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| Caterpillar (CAT) | 0.7 | $2.1M | 1.9k | 1065.28 |
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| Netflix (NFLX) | 0.7 | $2.0M | 28k | 71.40 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.7 | $1.9M | -3% | 23k | 83.07 |
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| Cisco Systems (CSCO) | 0.6 | $1.9M | -6% | 16k | 117.46 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.8M | 2.0k | 935.84 |
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| FedEx Corporation (FDX) | 0.6 | $1.8M | -2% | 5.8k | 313.16 |
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| McDonald's Corporation (MCD) | 0.6 | $1.8M | -3% | 6.5k | 270.32 |
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| Verizon Communications (VZ) | 0.6 | $1.8M | -3% | 41k | 42.34 |
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| United Parcel Svcs CL B (UPS) | 0.6 | $1.7M | 16k | 107.51 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $1.6M | -5% | 18k | 92.27 |
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| UnitedHealth (UNH) | 0.5 | $1.5M | 3.7k | 415.73 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.5 | $1.4M | -7% | 119k | 12.03 |
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| Boeing Company (BA) | 0.5 | $1.4M | 6.5k | 216.47 |
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| Abbvie (ABBV) | 0.5 | $1.4M | 5.5k | 251.64 |
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| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.5 | $1.4M | 8.7k | 159.60 |
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| PPL Corporation (PPL) | 0.5 | $1.4M | +57% | 37k | 36.35 |
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| Merck & Co (MRK) | 0.5 | $1.3M | -6% | 10k | 128.51 |
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| International Business Machines (IBM) | 0.4 | $1.3M | -2% | 4.5k | 281.27 |
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| Qualcomm (QCOM) | 0.4 | $1.2M | -4% | 6.6k | 184.79 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.4 | $1.1M | -7% | 26k | 44.03 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $1.1M | -17% | 2.6k | 433.36 |
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| Analog Devices (ADI) | 0.4 | $1.1M | -3% | 2.7k | 397.31 |
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| Chevron Corporation (CVX) | 0.3 | $1.0M | -5% | 6.1k | 165.78 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $963k | 8.4k | 114.18 |
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| Lowe's Companies (LOW) | 0.3 | $953k | -2% | 4.3k | 220.51 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $932k | +3% | 8.0k | 116.67 |
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| Ssga Active Tr State Street Us (XLSR) | 0.3 | $896k | 14k | 64.86 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $894k | 4.7k | 189.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $888k | 1.2k | 736.97 |
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| Freeport Mcmoran CL B (FCX) | 0.3 | $885k | -2% | 14k | 62.89 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $866k | -4% | 1.7k | 509.68 |
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| Uber Technologies (UBER) | 0.3 | $864k | -11% | 12k | 72.16 |
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| Pepsi (PEP) | 0.3 | $835k | -12% | 6.2k | 135.41 |
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| Prudential Financial (PRU) | 0.3 | $826k | -10% | 7.6k | 107.93 |
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| Nextera Energy (NEE) | 0.3 | $813k | 9.3k | 87.78 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $750k | 1.0k | 746.77 |
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| Bank of America Corporation (BAC) | 0.3 | $740k | -18% | 13k | 56.98 |
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| Coca-Cola Company (KO) | 0.3 | $735k | 9.0k | 81.27 |
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| Citigroup Com New (C) | 0.2 | $731k | 5.2k | 139.97 |
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| Palo Alto Networks (PANW) | 0.2 | $723k | 2.1k | 341.02 |
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| Intel Corporation (INTC) | 0.2 | $716k | -23% | 5.1k | 139.65 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $716k | 4.4k | 164.28 |
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| Target Corporation (TGT) | 0.2 | $712k | 5.5k | 130.63 |
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| Arm Holdings Sponsored Ads (ARM) | 0.2 | $711k | 2.0k | 354.57 |
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| Philip Morris International (PM) | 0.2 | $710k | 3.9k | 180.93 |
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| Illinois Tool Works (ITW) | 0.2 | $697k | -6% | 2.6k | 270.55 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $670k | 8.7k | 77.12 |
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| Cummins (CMI) | 0.2 | $610k | 854.00 | 713.79 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $580k | 1.1k | 513.68 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $572k | 1.2k | 459.13 |
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| General Dynamics Corporation (GD) | 0.2 | $567k | 1.6k | 354.32 |
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| American Express Company (AXP) | 0.2 | $565k | 1.7k | 338.39 |
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| Servicenow (NOW) | 0.2 | $564k | +12% | 5.7k | 99.28 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $556k | NEW | 3.3k | 170.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $538k | +485% | 6.2k | 86.14 |
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| Walt Disney Company (DIS) | 0.2 | $523k | -3% | 5.4k | 96.27 |
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| salesforce (CRM) | 0.2 | $521k | 3.3k | 156.68 |
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| Marvell Technology (MRVL) | 0.2 | $514k | NEW | 1.7k | 297.95 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $514k | +400% | 19k | 27.41 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $507k | -15% | 773.00 | 656.34 |
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| 3M Company (MMM) | 0.2 | $504k | -13% | 3.1k | 161.94 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $497k | 1.7k | 300.60 |
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| Altria (MO) | 0.2 | $493k | -3% | 6.9k | 71.96 |
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| Wells Fargo & Company (WFC) | 0.2 | $492k | 6.0k | 82.65 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $491k | 1.9k | 255.67 |
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| Nucor Corporation (NUE) | 0.2 | $486k | 2.2k | 222.85 |
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| Sandisk Corp (SNDK) | 0.2 | $466k | NEW | 205.00 | 2273.73 |
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| Waste Management (WM) | 0.2 | $462k | -13% | 2.1k | 222.93 |
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| L3harris Technologies (LHX) | 0.2 | $456k | 1.6k | 290.62 |
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| Applied Materials (AMAT) | 0.2 | $456k | -2% | 630.00 | 723.21 |
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| Microchip Technology (MCHP) | 0.2 | $444k | 4.9k | 91.21 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $409k | 2.8k | 144.48 |
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| Automatic Data Processing (ADP) | 0.1 | $407k | 1.8k | 223.97 |
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| Amgen (AMGN) | 0.1 | $400k | -8% | 1.1k | 362.24 |
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| Allstate Corporation (ALL) | 0.1 | $389k | 1.6k | 237.94 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $384k | 2.8k | 137.53 |
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| Phillips 66 (PSX) | 0.1 | $369k | -6% | 2.2k | 169.07 |
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| Valero Energy Corporation (VLO) | 0.1 | $369k | +2% | 1.4k | 260.49 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $349k | -26% | 4.3k | 81.07 |
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| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $349k | 3.6k | 96.78 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $344k | NEW | 2.2k | 158.03 |
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| Oracle Corporation (ORCL) | 0.1 | $342k | -3% | 2.3k | 146.61 |
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| Chubb (CB) | 0.1 | $335k | -4% | 984.00 | 340.74 |
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| Abbott Laboratories (ABT) | 0.1 | $330k | -3% | 3.6k | 90.75 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $328k | 660.00 | 496.73 |
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| Air Products & Chemicals (APD) | 0.1 | $321k | -4% | 1.1k | 293.44 |
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| Starbucks Corporation (SBUX) | 0.1 | $321k | -8% | 3.1k | 102.20 |
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| AFLAC Incorporated (AFL) | 0.1 | $319k | -3% | 2.7k | 117.25 |
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| Blackrock (BLK) | 0.1 | $310k | -4% | 322.00 | 961.56 |
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| Fidelity D + D Bncrp (FDBC) | 0.1 | $306k | 5.9k | 51.42 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $305k | -8% | 1.3k | 242.61 |
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| PNC Financial Services (PNC) | 0.1 | $298k | -33% | 1.2k | 246.34 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $298k | 3.1k | 96.60 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $296k | +2% | 1.3k | 236.62 |
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| Western Digital (WDC) | 0.1 | $288k | NEW | 450.00 | 639.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $282k | 1.9k | 148.38 |
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| Southern Company (SO) | 0.1 | $279k | 2.9k | 95.73 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $257k | NEW | 1.0k | 252.45 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $255k | 11k | 24.14 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $249k | 1.7k | 146.11 |
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| W.W. Grainger (GWW) | 0.1 | $249k | -6% | 182.00 | 1365.82 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $244k | 3.4k | 71.25 |
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| Northwest Bancshares (NWBI) | 0.1 | $244k | 16k | 15.16 |
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| Colgate-Palmolive Company (CL) | 0.1 | $243k | 2.7k | 91.69 |
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| Nrg Energy Com New (NRG) | 0.1 | $242k | 1.7k | 146.06 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $233k | 1.0k | 227.06 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $232k | NEW | 4.1k | 56.48 |
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| Ssga Active Tr State Street Ig (PRIV) | 0.1 | $228k | 9.1k | 25.18 |
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| Norfolk Southern (NSC) | 0.1 | $226k | -14% | 719.00 | 314.59 |
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| Corning Incorporated (GLW) | 0.1 | $226k | NEW | 884.00 | 255.49 |
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| Kinder Morgan (KMI) | 0.1 | $223k | +3% | 7.0k | 31.97 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $221k | 10k | 21.65 |
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| Deere & Company (DE) | 0.1 | $221k | NEW | 348.00 | 636.00 |
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| Honeywell Aerospace (HONA) | 0.1 | $216k | NEW | 977.00 | 221.08 |
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| Honeywell International (HON) | 0.1 | $214k | NEW | 957.00 | 223.90 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $214k | -13% | 2.0k | 109.80 |
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| Twilio Cl A (TWLO) | 0.1 | $206k | NEW | 1.0k | 206.33 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $204k | 8.3k | 24.55 |
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| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $143k | 14k | 10.60 |
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| Cleveland-cliffs (CLF) | 0.0 | $99k | -6% | 11k | 9.39 |
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| Satellogic Com Cl A (SATL) | 0.0 | $69k | +9% | 12k | 5.72 |
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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 Q2 filed July 31, 2026
- 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