Zullo Investment Group

Zullo Investment Group as of Sept. 30, 2025

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