Zullo Investment Group as of June 30, 2025
Portfolio Holdings for Zullo Investment Group
Zullo Investment Group holds 152 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.5 | $33M | 162k | 205.17 | |
| NVIDIA Corporation (NVDA) | 8.7 | $22M | 136k | 157.99 | |
| Microsoft Corporation (MSFT) | 6.7 | $17M | 33k | 497.41 | |
| Meta Platforms Cl A (META) | 4.0 | $9.9M | 13k | 738.13 | |
| Amazon (AMZN) | 3.8 | $9.3M | 42k | 219.39 | |
| Select Sector Spdr Tr Technology (XLK) | 3.4 | $8.4M | 33k | 253.24 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $6.0M | 21k | 289.91 | |
| Select Sector Spdr Tr Financial (XLF) | 2.2 | $5.5M | 104k | 52.37 | |
| Netflix (NFLX) | 1.5 | $3.6M | 2.7k | 1339.13 | |
| Tesla Motors (TSLA) | 1.4 | $3.4M | 11k | 317.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $3.4M | 19k | 177.39 | |
| Select Sector Spdr Tr Communication (XLC) | 1.3 | $3.1M | 29k | 108.53 | |
| Select Sector Spdr Tr Indl (XLI) | 1.2 | $3.1M | 21k | 147.52 | |
| Home Depot (HD) | 1.2 | $2.9M | 7.9k | 366.66 | |
| Wal-Mart Stores (WMT) | 1.1 | $2.8M | 29k | 97.78 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $2.6M | 19k | 134.79 | |
| Visa Com Cl A (V) | 1.1 | $2.6M | 7.3k | 355.09 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $2.6M | 97k | 26.50 | |
| Select Sector Spdr Tr Energy (XLE) | 1.0 | $2.5M | 30k | 84.81 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.0 | $2.5M | 12k | 217.33 | |
| Procter & Gamble Company (PG) | 1.0 | $2.4M | 15k | 159.33 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.0 | $2.3M | 29k | 81.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.3M | 4.7k | 485.84 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.3M | 4.0k | 568.03 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $2.2M | 4.4k | 509.31 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.9 | $2.2M | 156k | 13.91 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.1M | 14k | 152.76 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.0M | 12k | 176.24 | |
| Verizon Communications (VZ) | 0.8 | $2.0M | 47k | 43.27 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.0M | 3.2k | 621.06 | |
| Broadcom (AVGO) | 0.8 | $1.9M | 7.1k | 275.67 | |
| Goldman Sachs (GS) | 0.8 | $1.9M | 2.7k | 707.92 | |
| Costco Wholesale Corporation (COST) | 0.8 | $1.9M | 1.9k | 990.19 | |
| McDonald's Corporation (MCD) | 0.8 | $1.9M | 6.4k | 292.19 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.7 | $1.8M | 21k | 87.81 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $1.8M | 20k | 91.24 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $1.8M | 22k | 80.97 | |
| United Parcel Service CL B (UPS) | 0.7 | $1.7M | 17k | 100.94 | |
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $1.6M | 2.5k | 663.28 | |
| Advanced Micro Devices (AMD) | 0.6 | $1.6M | 11k | 141.90 | |
| Morgan Stanley Com New (MS) | 0.6 | $1.5M | 11k | 140.86 | |
| Uber Technologies (UBER) | 0.6 | $1.5M | 16k | 93.30 | |
| FedEx Corporation (FDX) | 0.6 | $1.4M | 6.0k | 227.33 | |
| International Business Machines (IBM) | 0.5 | $1.4M | 4.6k | 294.80 | |
| Boeing Company (BA) | 0.5 | $1.3M | 6.4k | 209.53 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.3M | 1.6k | 779.96 | |
| Cisco Systems (CSCO) | 0.5 | $1.3M | 18k | 69.38 | |
| UnitedHealth (UNH) | 0.5 | $1.2M | 4.0k | 312.03 | |
| Palantir Technologies Cl A (PLTR) | 0.5 | $1.2M | 8.8k | 136.32 | |
| First Tr Exchange-traded SHS (QQEW) | 0.5 | $1.2M | 8.7k | 136.49 | |
| Qualcomm (QCOM) | 0.5 | $1.1M | 7.1k | 159.27 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $1.1M | 26k | 41.42 | |
| Abbvie (ABBV) | 0.4 | $1.0M | 5.6k | 185.63 | |
| Lowe's Companies (LOW) | 0.4 | $1.0M | 4.5k | 221.89 | |
| Pepsi (PEP) | 0.4 | $984k | 7.5k | 132.06 | |
| Prudential Financial (PRU) | 0.4 | $970k | 9.0k | 107.44 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $956k | 8.3k | 115.35 | |
| Servicenow (NOW) | 0.4 | $944k | 918.00 | 1028.08 | |
| Spotify Technology S A SHS (SPOT) | 0.4 | $921k | 1.2k | 767.34 | |
| Merck & Co (MRK) | 0.4 | $881k | 11k | 79.16 | |
| PPL Corporation (PPL) | 0.3 | $812k | 24k | 33.89 | |
| Caterpillar (CAT) | 0.3 | $809k | 2.1k | 388.32 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $796k | 1.7k | 463.28 | |
| Chevron Corporation (CVX) | 0.3 | $792k | 5.5k | 143.19 | |
| salesforce (CRM) | 0.3 | $772k | 2.8k | 272.74 | |
| Bank of America Corporation (BAC) | 0.3 | $764k | 16k | 47.32 | |
| Illinois Tool Works (ITW) | 0.3 | $728k | 2.9k | 247.29 | |
| Philip Morris International (PM) | 0.3 | $717k | 3.9k | 182.15 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $710k | 6.6k | 107.81 | |
| Analog Devices (ADI) | 0.3 | $709k | 3.0k | 238.05 | |
| Nextera Energy (NEE) | 0.3 | $704k | 10k | 69.42 | |
| Walt Disney Company (DIS) | 0.3 | $702k | 5.7k | 124.02 | |
| Coca-Cola Company (KO) | 0.3 | $691k | 9.8k | 70.76 | |
| Target Corporation (TGT) | 0.3 | $682k | 6.9k | 98.65 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $680k | 4.7k | 146.03 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $651k | 1.2k | 552.05 | |
| Freeport-mcmoran CL B (FCX) | 0.3 | $624k | 14k | 43.35 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $603k | 1.1k | 562.25 | |
| American Express Company (AXP) | 0.2 | $603k | 1.9k | 319.14 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $592k | 4.4k | 135.07 | |
| Capital One Financial (COF) | 0.2 | $582k | 2.7k | 212.83 | |
| Automatic Data Processing (ADP) | 0.2 | $577k | 1.9k | 308.40 | |
| Waste Management (WM) | 0.2 | $571k | 2.5k | 228.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $570k | 922.00 | 617.85 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $566k | 9.1k | 62.03 | |
| 3M Company (MMM) | 0.2 | $566k | 3.7k | 152.27 | |
| Honeywell International (HON) | 0.2 | $543k | 2.3k | 232.93 | |
| Abbott Laboratories (ABT) | 0.2 | $530k | 3.9k | 136.01 | |
| Oracle Corporation (ORCL) | 0.2 | $516k | 2.4k | 218.65 | |
| Wells Fargo & Company (WFC) | 0.2 | $498k | 6.2k | 80.13 | |
| General Dynamics Corporation (GD) | 0.2 | $494k | 1.7k | 291.79 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $471k | 1.6k | 303.93 | |
| Citigroup Com New (C) | 0.2 | $468k | 5.5k | 85.14 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $467k | 1.1k | 438.40 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $439k | 3.8k | 117.17 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $432k | 3.0k | 144.33 | |
| L3harris Technologies (LHX) | 0.2 | $426k | 1.7k | 250.98 | |
| Altria (MO) | 0.2 | $423k | 7.2k | 58.63 | |
| Palo Alto Networks (PANW) | 0.2 | $420k | 2.1k | 204.64 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $391k | 3.0k | 128.95 | |
| Blackrock (BLK) | 0.2 | $382k | 364.00 | 1049.25 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $378k | 1.8k | 215.88 | |
| Amgen (AMGN) | 0.2 | $373k | 1.3k | 279.31 | |
| Microchip Technology (MCHP) | 0.1 | $364k | 5.2k | 70.38 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $363k | 5.8k | 62.75 | |
| Starbucks Corporation (SBUX) | 0.1 | $356k | 3.9k | 91.64 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $345k | 892.00 | 386.88 | |
| Nucor Corporation (NUE) | 0.1 | $344k | 2.7k | 129.56 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $343k | 3.1k | 110.10 | |
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $340k | 2.1k | 161.74 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $337k | 2.0k | 166.11 | |
| Allstate Corporation (ALL) | 0.1 | $334k | 1.7k | 201.31 | |
| Air Products & Chemicals (APD) | 0.1 | $334k | 1.2k | 282.24 | |
| PNC Financial Services (PNC) | 0.1 | $334k | 1.8k | 186.45 | |
| Clorox Company (CLX) | 0.1 | $325k | 2.7k | 120.07 | |
| Autodesk (ADSK) | 0.1 | $322k | 1.0k | 309.57 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $315k | 8.8k | 35.69 | |
| Chubb (CB) | 0.1 | $312k | 1.1k | 289.72 | |
| AFLAC Incorporated (AFL) | 0.1 | $309k | 2.9k | 105.46 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $306k | 3.1k | 97.34 | |
| Southern Company (SO) | 0.1 | $304k | 3.3k | 91.85 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $301k | 677.00 | 445.20 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $294k | 5.2k | 56.15 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $285k | 12k | 24.38 | |
| Micron Technology (MU) | 0.1 | $284k | 2.3k | 123.29 | |
| Fidelity D + D Bncrp (FDBC) | 0.1 | $273k | 5.9k | 46.00 | |
| Cummins (CMI) | 0.1 | $269k | 821.00 | 327.64 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $268k | 3.2k | 83.49 | |
| Nrg Energy Com New (NRG) | 0.1 | $266k | 1.7k | 160.58 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $263k | 941.00 | 279.15 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $260k | 2.8k | 92.34 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $251k | 1.2k | 204.67 | |
| Colgate-Palmolive Company (CL) | 0.1 | $247k | 2.7k | 90.90 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 0.1 | $246k | 6.2k | 39.56 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $244k | 2.5k | 99.20 | |
| Ssga Active Tr Spdr Ssga Ig Pub (PRIV) | 0.1 | $237k | 9.4k | 25.19 | |
| Medtronic SHS (MDT) | 0.1 | $234k | 2.7k | 87.17 | |
| Norfolk Southern (NSC) | 0.1 | $226k | 883.00 | 256.02 | |
| Republic Services (RSG) | 0.1 | $217k | 880.00 | 246.61 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $215k | 2.0k | 109.34 | |
| Phillips 66 (PSX) | 0.1 | $214k | 1.8k | 119.36 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $212k | 10k | 20.43 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $212k | 1.8k | 117.74 | |
| Penns Woods Ban (PWOD) | 0.1 | $206k | 6.8k | 30.36 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $206k | 3.6k | 57.01 | |
| Valero Energy Corporation (VLO) | 0.1 | $203k | 1.5k | 134.47 | |
| Booking Holdings (BKNG) | 0.1 | $203k | 35.00 | 5791.29 | |
| Rigetti Computing Common Stock (RGTI) | 0.1 | $170k | 14k | 11.86 | |
| Two Hbrs Invt Corp (TWO) | 0.1 | $152k | 14k | 10.77 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $128k | 14k | 9.49 | |
| Snap Cl A (SNAP) | 0.0 | $105k | 12k | 8.69 | |
| Transocean Registered Shs (RIG) | 0.0 | $35k | 14k | 2.59 |
