Zullo Investment Group

Zullo Investment Group as of Dec. 31, 2025

Portfolio Holdings for Zullo Investment Group

Zullo Investment Group holds 154 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 16.0 $44M 161k 271.86
NVIDIA Corporation (NVDA) 8.9 $24M 131k 186.50
Microsoft Corporation (MSFT) 5.8 $16M 33k 483.63
Amazon (AMZN) 3.5 $9.7M 42k 230.82
Select Sector Spdr Tr State Street Tec (XLK) 3.4 $9.4M 65k 143.97
Meta Platforms Cl A (META) 3.1 $8.6M 13k 660.13
JPMorgan Chase & Co. (JPM) 2.4 $6.6M 21k 322.23
Alphabet Cap Stk Cl C (GOOG) 2.1 $5.9M 19k 313.82
Select Sector Spdr Tr State Street Fin (XLF) 2.1 $5.8M 106k 54.77
Tesla Motors (TSLA) 1.8 $4.9M 11k 449.72
Alphabet Cap Stk Cl A (GOOGL) 1.3 $3.7M 12k 313.02
Select Sector Spdr Tr State Street Com (XLC) 1.3 $3.5M 30k 117.72
Select Sector Spdr Tr State Street Ind (XLI) 1.2 $3.3M 21k 155.13
Wal-Mart Stores (WMT) 1.2 $3.2M 29k 111.41
Select Sector Spdr Tr State Street Hea (XLV) 1.1 $3.1M 20k 154.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $3.0M 108k 27.43
Select Sector Spdr Tr State Street Con (XLY) 1.0 $2.8M 23k 119.42
Johnson & Johnson (JNJ) 1.0 $2.7M 13k 206.97
Select Sector Spdr Tr State Street Ene (XLE) 1.0 $2.7M 61k 44.71
Home Depot (HD) 1.0 $2.7M 7.9k 344.15
Netflix (NFLX) 0.9 $2.6M 28k 93.76
Visa Com Cl A (V) 0.9 $2.6M 7.3k 350.77
Select Sector Spdr Tr State Street Uti (XLU) 0.9 $2.6M 60k 42.69
Broadcom (AVGO) 0.9 $2.5M 7.3k 346.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.5M 4.0k 627.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.4M 4.7k 502.72
Advanced Micro Devices (AMD) 0.8 $2.3M 11k 214.16
Goldman Sachs (GS) 0.8 $2.3M 2.6k 879.37
Procter & Gamble Company (PG) 0.8 $2.1M 15k 143.31
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.1M 3.0k 684.96
Crowdstrike Hldgs Cl A (CRWD) 0.7 $2.0M 4.3k 468.76
McDonald's Corporation (MCD) 0.7 $2.0M 6.5k 305.67
Select Sector Spdr Tr State Street Mat (XLB) 0.7 $2.0M 44k 45.35
Charles Schwab Corporation (SCHW) 0.7 $1.9M 19k 99.92
Morgan Stanley Com New (MS) 0.7 $1.9M 11k 177.53
Vanguard World Inf Tech Etf (VGT) 0.7 $1.9M 2.5k 753.78
Eli Lilly & Co. (LLY) 0.7 $1.8M 1.7k 1075.13
PIMCO Corporate Opportunity Fund (PTY) 0.7 $1.8M 140k 12.90
Verizon Communications (VZ) 0.7 $1.8M 44k 40.73
Select Sector Spdr Tr State Street Con (XLP) 0.7 $1.8M 23k 77.68
Costco Wholesale Corporation (COST) 0.6 $1.7M 2.0k 862.84
FedEx Corporation (FDX) 0.6 $1.7M 5.8k 288.87
Palantir Technologies Cl A (PLTR) 0.6 $1.6M 8.8k 177.75
United Parcel Service CL B (UPS) 0.6 $1.5M 16k 99.20
Boeing Company (BA) 0.5 $1.4M 6.4k 217.12
Shopify Cl A Sub Vtg Shs (SHOP) 0.5 $1.3M 8.3k 160.97
International Business Machines (IBM) 0.5 $1.3M 4.5k 296.32
Cisco Systems (CSCO) 0.5 $1.3M 17k 77.03
Abbvie (ABBV) 0.5 $1.3M 5.6k 228.50
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.4 $1.2M 8.7k 142.13
Uber Technologies (UBER) 0.4 $1.2M 15k 81.71
UnitedHealth (UNH) 0.4 $1.2M 3.5k 330.19
Merck & Co (MRK) 0.4 $1.2M 11k 105.27
Qualcomm (QCOM) 0.4 $1.2M 6.8k 171.08
Caterpillar (CAT) 0.4 $1.1M 2.0k 572.95
Lowe's Companies (LOW) 0.4 $1.1M 4.4k 241.20
Select Sector Spdr Tr State Street Rea (XLRE) 0.4 $1.0M 26k 40.35
Pepsi (PEP) 0.4 $1.0M 7.1k 143.54
Prudential Financial (PRU) 0.4 $987k 8.7k 112.88
Chevron Corporation (CVX) 0.3 $887k 5.8k 152.43
Bank of America Corporation (BAC) 0.3 $875k 16k 55.00
Raytheon Technologies Corp (RTX) 0.3 $845k 4.6k 183.43
Exxon Mobil Corporation (XOM) 0.3 $844k 7.0k 120.35
PPL Corporation (PPL) 0.3 $837k 24k 35.02
Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $825k 3.0k 275.39
Lockheed Martin Corporation (LMT) 0.3 $805k 1.7k 483.91
salesforce (CRM) 0.3 $783k 3.0k 264.93
Nextera Energy (NEE) 0.3 $761k 9.5k 80.28
Analog Devices (ADI) 0.3 $754k 2.8k 271.22
Freeport-mcmoran CL B (FCX) 0.3 $752k 15k 50.79
Spotify Technology S A SHS (SPOT) 0.3 $696k 1.2k 580.71
Illinois Tool Works (ITW) 0.3 $685k 2.8k 246.34
Micron Technology (MU) 0.2 $683k 2.4k 285.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $665k 1.1k 614.68
Servicenow (NOW) 0.2 $663k 4.3k 153.19
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $646k 4.3k 148.72
American Express Company (AXP) 0.2 $637k 1.7k 370.12
Mastercard Incorporated Cl A (MA) 0.2 $636k 1.1k 571.31
Philip Morris International (PM) 0.2 $635k 4.0k 160.41
Walt Disney Company (DIS) 0.2 $625k 5.5k 113.79
Coca-Cola Company (KO) 0.2 $624k 8.9k 69.91
Citigroup Com New (C) 0.2 $618k 5.3k 116.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $607k 890.00 681.92
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $582k 8.8k 66.00
Capital One Financial (COF) 0.2 $577k 2.4k 242.43
3M Company (MMM) 0.2 $576k 3.6k 160.10
Wells Fargo & Company (WFC) 0.2 $567k 6.1k 93.23
General Dynamics Corporation (GD) 0.2 $547k 1.6k 336.67
Lam Research Corp Com New (LRCX) 0.2 $537k 3.1k 171.22
Waste Management (WM) 0.2 $533k 2.4k 219.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $520k 1.6k 335.27
Vanguard Index Fds Growth Etf (VUG) 0.2 $520k 1.1k 487.86
Abbott Laboratories (ABT) 0.2 $487k 3.9k 125.29
Automatic Data Processing (ADP) 0.2 $485k 1.9k 257.24
Target Corporation (TGT) 0.2 $473k 4.8k 97.76
L3harris Technologies (LHX) 0.2 $463k 1.6k 293.59
Oracle Corporation (ORCL) 0.2 $461k 2.4k 195.00
Ishares Tr Core High Dv Etf (HDV) 0.2 $456k 3.8k 121.61
Ishares Tr Russell 2000 Etf (IWM) 0.2 $425k 1.7k 246.30
Cummins (CMI) 0.2 $420k 822.00 510.53
Honeywell International (HON) 0.2 $414k 2.1k 195.15
Altria (MO) 0.1 $409k 7.1k 57.67
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $406k 5.8k 69.47
Palo Alto Networks (PANW) 0.1 $397k 2.2k 184.20
Amgen (AMGN) 0.1 $395k 1.2k 327.44
PNC Financial Services (PNC) 0.1 $380k 1.8k 208.78
Blackrock (BLK) 0.1 $378k 353.00 1070.34
Nucor Corporation (NUE) 0.1 $349k 2.1k 163.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $344k 2.8k 123.26
Allstate Corporation (ALL) 0.1 $342k 1.6k 208.15
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $340k 943.00 360.33
Chubb (CB) 0.1 $332k 1.1k 312.12
Adobe Systems Incorporated (ADBE) 0.1 $321k 916.00 349.99
Starbucks Corporation (SBUX) 0.1 $313k 3.7k 84.22
Marathon Petroleum Corp (MPC) 0.1 $313k 1.9k 162.63
AFLAC Incorporated (AFL) 0.1 $312k 2.8k 110.27
Microchip Technology (MCHP) 0.1 $311k 4.9k 63.73
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $299k 659.00 453.36
Phillips 66 (PSX) 0.1 $298k 2.3k 129.06
Ishares Tr Global Tech Etf (IXN) 0.1 $295k 2.8k 105.00
Air Products & Chemicals (APD) 0.1 $283k 1.1k 247.07
Autodesk (ADSK) 0.1 $279k 941.00 296.01
Ishares Tr Core Msci Eafe (IEFA) 0.1 $275k 3.1k 89.48
Rigetti Computing Common Stock (RGTI) 0.1 $274k 12k 22.15
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $269k 1.2k 219.78
Southern Company (SO) 0.1 $269k 3.1k 87.20
Nrg Energy Com New (NRG) 0.1 $263k 1.7k 159.24
Fidelity D + D Bncrp (FDBC) 0.1 $259k 5.9k 43.53
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $257k 11k 24.37
Norfolk Southern (NSC) 0.1 $256k 886.00 288.75
Sofi Technologies (SOFI) 0.1 $254k 9.7k 26.18
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $254k 3.6k 70.42
Medtronic SHS (MDT) 0.1 $249k 2.6k 96.06
Comcast Corp Cl A (CMCSA) 0.1 $248k 8.3k 29.89
Intel Corporation (INTC) 0.1 $248k 6.7k 36.90
Kimberly-Clark Corporation (KMB) 0.1 $247k 2.4k 100.92
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $245k 2.5k 99.88
Ssga Active Tr Spdr Ssga Ig Pub (PRIV) 0.1 $240k 9.5k 25.41
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $234k 1.9k 120.21
Ishares Tr Us Aer Def Etf (ITA) 0.1 $226k 1.1k 214.81
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $222k 10k 21.66
Valero Energy Corporation (VLO) 0.1 $219k 1.3k 162.99
Arm Holdings Sponsored Ads (ARM) 0.1 $216k 2.0k 109.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $214k 3.4k 62.47
Johnson Ctls Intl SHS (JCI) 0.1 $212k 1.8k 119.75
Ishares Silver Tr Ishares (SLV) 0.1 $211k 3.3k 64.42
Clorox Company (CLX) 0.1 $208k 2.1k 100.83
Colgate-Palmolive Company (CL) 0.1 $207k 2.6k 79.02
Thermo Fisher Scientific (TMO) 0.1 $206k 355.00 580.20
Ishares Tr U.s. Tech Etf (IYW) 0.1 $203k 1.0k 199.72
Northwest Bancshares (NWBI) 0.1 $193k 16k 12.00
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $140k 14k 10.37
Grab Holdings Class A Ord (GRAB) 0.0 $57k 11k 4.99
Pimco High Income Com Shs (PHK) 0.0 $49k 10k 4.86