Zullo Investment Group as of March 31, 2026
Portfolio Holdings for Zullo Investment Group
Zullo Investment Group holds 158 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 15.4 | $41M | 160k | 253.79 | |
| NVIDIA Corporation (NVDA) | 8.3 | $22M | 125k | 174.40 | |
| Microsoft Corporation (MSFT) | 5.0 | $13M | 36k | 370.17 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 3.4 | $9.0M | 68k | 132.90 | |
| Amazon (AMZN) | 3.3 | $8.7M | 42k | 208.27 | |
| Meta Platforms Cl A (META) | 2.8 | $7.4M | 13k | 572.16 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $6.1M | 21k | 294.17 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 2.0 | $5.3M | 107k | 49.37 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $5.2M | 18k | 286.87 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 1.6 | $4.2M | 68k | 61.26 | |
| Tesla Motors (TSLA) | 1.4 | $3.8M | 10k | 371.75 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.4 | $3.7M | 120k | 30.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $3.6M | 13k | 287.58 | |
| Wal-Mart Stores (WMT) | 1.4 | $3.6M | 29k | 124.28 | |
| Select Sector Spdr Tr State Street Ind (XLI) | 1.3 | $3.5M | 22k | 161.73 | |
| Select Sector Spdr Tr State Street Com (XLC) | 1.3 | $3.4M | 31k | 110.86 | |
| Johnson & Johnson (JNJ) | 1.3 | $3.3M | 14k | 244.45 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 1.2 | $3.1M | 21k | 146.61 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 1.1 | $2.9M | 62k | 45.89 | |
| Select Sector Spdr Tr State Street Con (XLY) | 1.0 | $2.7M | 25k | 108.98 | |
| Netflix (NFLX) | 1.0 | $2.6M | 27k | 96.15 | |
| Home Depot (HD) | 1.0 | $2.6M | 7.9k | 328.93 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.4M | 4.0k | 597.55 | |
| Procter & Gamble Company (PG) | 0.9 | $2.4M | 16k | 144.45 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.3M | 4.7k | 479.27 | |
| Select Sector Spdr Tr State Street Mat (XLB) | 0.9 | $2.3M | 45k | 49.97 | |
| Goldman Sachs (GS) | 0.8 | $2.2M | 2.6k | 846.03 | |
| Visa Com Cl A (V) | 0.8 | $2.2M | 7.3k | 302.26 | |
| Advanced Micro Devices (AMD) | 0.8 | $2.2M | 11k | 203.43 | |
| Broadcom (AVGO) | 0.8 | $2.1M | 6.9k | 309.54 | |
| Verizon Communications (VZ) | 0.8 | $2.1M | 43k | 50.20 | |
| FedEx Corporation (FDX) | 0.8 | $2.1M | 6.0k | 356.18 | |
| McDonald's Corporation (MCD) | 0.8 | $2.1M | 6.7k | 310.79 | |
| Select Sector Spdr Tr State Street Con (XLP) | 0.8 | $2.0M | 24k | 81.98 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $2.0M | 3.0k | 653.25 | |
| Costco Wholesale Corporation (COST) | 0.7 | $2.0M | 2.0k | 996.66 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $1.8M | 19k | 93.98 | |
| Morgan Stanley Com New (MS) | 0.7 | $1.8M | 11k | 164.58 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $1.7M | 4.3k | 390.41 | |
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.7M | 2.4k | 697.72 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | 1.8k | 919.83 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.6 | $1.6M | 129k | 12.06 | |
| United Parcel Svcs CL B (UPS) | 0.6 | $1.5M | 16k | 98.39 | |
| Caterpillar (CAT) | 0.5 | $1.4M | 2.0k | 708.64 | |
| Merck & Co (MRK) | 0.5 | $1.3M | 11k | 120.30 | |
| Chevron Corporation (CVX) | 0.5 | $1.3M | 6.4k | 206.92 | |
| Cisco Systems (CSCO) | 0.5 | $1.3M | 17k | 77.59 | |
| Boeing Company (BA) | 0.5 | $1.3M | 6.5k | 199.03 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $1.3M | 7.4k | 169.68 | |
| Abbvie (ABBV) | 0.5 | $1.2M | 5.6k | 217.53 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.4 | $1.2M | 3.0k | 391.76 | |
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.4 | $1.1M | 28k | 40.83 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.1M | 7.8k | 146.28 | |
| International Business Machines (IBM) | 0.4 | $1.1M | 4.7k | 242.41 | |
| Pepsi (PEP) | 0.4 | $1.1M | 7.1k | 155.29 | |
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.4 | $1.1M | 8.7k | 126.97 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $1.1M | 1.8k | 604.52 | |
| Lowe's Companies (LOW) | 0.4 | $1.0M | 4.4k | 236.30 | |
| UnitedHealth (UNH) | 0.4 | $1.0M | 3.7k | 270.59 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $1.0M | 8.4k | 118.62 | |
| Uber Technologies (UBER) | 0.4 | $977k | 14k | 71.93 | |
| PPL Corporation (PPL) | 0.3 | $909k | 24k | 38.20 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $905k | 4.7k | 192.92 | |
| Qualcomm (QCOM) | 0.3 | $893k | 6.9k | 128.79 | |
| Analog Devices (ADI) | 0.3 | $878k | 2.8k | 318.21 | |
| Nextera Energy (NEE) | 0.3 | $861k | 9.3k | 92.88 | |
| Micron Technology (MU) | 0.3 | $857k | 2.5k | 337.86 | |
| Freeport Mcmoran CL B (FCX) | 0.3 | $848k | 14k | 58.78 | |
| Prudential Financial (PRU) | 0.3 | $835k | 8.5k | 97.70 | |
| Ssga Active Tr State Street Us (XLSR) | 0.3 | $799k | 14k | 57.74 | |
| Bank of America Corporation (BAC) | 0.3 | $778k | 16k | 48.75 | |
| Illinois Tool Works (ITW) | 0.3 | $719k | 2.8k | 260.34 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $696k | 1.2k | 577.63 | |
| Coca-Cola Company (KO) | 0.3 | $693k | 9.1k | 76.05 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $675k | 3.2k | 213.73 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $657k | 1.0k | 650.34 | |
| Philip Morris International (PM) | 0.2 | $655k | 4.0k | 165.36 | |
| Target Corporation (TGT) | 0.2 | $650k | 5.4k | 121.21 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $622k | 4.4k | 142.45 | |
| salesforce (CRM) | 0.2 | $616k | 3.3k | 186.68 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $608k | 1.3k | 484.91 | |
| Citigroup Com New (C) | 0.2 | $601k | 5.3k | 113.42 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $597k | 8.8k | 67.53 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $567k | 1.1k | 499.66 | |
| General Dynamics Corporation (GD) | 0.2 | $558k | 1.6k | 343.26 | |
| Waste Management (WM) | 0.2 | $547k | 2.4k | 229.87 | |
| L3harris Technologies (LHX) | 0.2 | $544k | 1.6k | 345.28 | |
| Walt Disney Company (DIS) | 0.2 | $542k | 5.6k | 96.38 | |
| Servicenow (NOW) | 0.2 | $527k | 5.0k | 104.55 | |
| 3M Company (MMM) | 0.2 | $525k | 3.6k | 145.27 | |
| American Express Company (AXP) | 0.2 | $513k | 1.7k | 302.51 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $509k | 3.8k | 135.72 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $498k | 1.6k | 320.81 | |
| Wells Fargo & Company (WFC) | 0.2 | $473k | 5.9k | 79.61 | |
| Honeywell International (HON) | 0.2 | $472k | 2.1k | 226.09 | |
| Altria (MO) | 0.2 | $470k | 7.1k | 65.99 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $469k | 1.9k | 244.18 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $465k | 1.1k | 436.79 | |
| Cummins (CMI) | 0.2 | $460k | 854.00 | 538.30 | |
| Capital One Financial (COF) | 0.2 | $439k | 2.4k | 182.45 | |
| Amgen (AMGN) | 0.2 | $426k | 1.2k | 352.12 | |
| Phillips 66 (PSX) | 0.2 | $425k | 2.3k | 182.25 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $410k | 1.7k | 248.05 | |
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.2 | $401k | 5.9k | 68.29 | |
| Abbott Laboratories (ABT) | 0.1 | $387k | 3.8k | 102.67 | |
| PNC Financial Services (PNC) | 0.1 | $380k | 1.8k | 208.10 | |
| Automatic Data Processing (ADP) | 0.1 | $374k | 1.8k | 203.19 | |
| Nucor Corporation (NUE) | 0.1 | $371k | 2.2k | 169.14 | |
| Oracle Corporation (ORCL) | 0.1 | $357k | 2.4k | 147.14 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $349k | 910.00 | 383.62 | |
| Valero Energy Corporation (VLO) | 0.1 | $344k | 1.4k | 247.25 | |
| Allstate Corporation (ALL) | 0.1 | $341k | 1.6k | 207.34 | |
| Chubb (CB) | 0.1 | $337k | 1.0k | 325.93 | |
| Palo Alto Networks (PANW) | 0.1 | $336k | 2.1k | 160.32 | |
| Air Products & Chemicals (APD) | 0.1 | $332k | 1.1k | 290.65 | |
| Blackrock (BLK) | 0.1 | $324k | 337.00 | 961.71 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $316k | 2.8k | 113.11 | |
| Microchip Technology (MCHP) | 0.1 | $315k | 4.9k | 64.62 | |
| AFLAC Incorporated (AFL) | 0.1 | $310k | 2.8k | 109.71 | |
| Starbucks Corporation (SBUX) | 0.1 | $309k | 3.4k | 89.60 | |
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $299k | 2.0k | 151.28 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $299k | 1.4k | 218.89 | |
| Intel Corporation (INTC) | 0.1 | $296k | 6.7k | 44.13 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $295k | 661.00 | 446.54 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $283k | 2.8k | 99.97 | |
| Southern Company (SO) | 0.1 | $282k | 2.9k | 96.53 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $279k | 3.1k | 90.55 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $263k | 1.2k | 215.06 | |
| Fidelity D + D Bncrp (FDBC) | 0.1 | $257k | 5.9k | 43.28 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $256k | 11k | 24.27 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $243k | 8.5k | 28.71 | |
| Norfolk Southern (NSC) | 0.1 | $242k | 842.00 | 287.17 | |
| Nrg Energy Com New (NRG) | 0.1 | $242k | 1.7k | 146.14 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $239k | 1.9k | 124.35 | |
| Ssga Active Tr State Street Ig (PRIV) | 0.1 | $228k | 9.1k | 25.23 | |
| Colgate-Palmolive Company (CL) | 0.1 | $228k | 2.7k | 85.23 | |
| Autodesk (ADSK) | 0.1 | $227k | 948.00 | 239.40 | |
| Kinder Morgan (KMI) | 0.1 | $226k | 6.7k | 33.53 | |
| Johnson Controls Internation SHS (JCI) | 0.1 | $223k | 1.7k | 130.95 | |
| Medtronic SHS (MDT) | 0.1 | $222k | 2.6k | 86.65 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $220k | 3.4k | 64.08 | |
| Applied Materials (AMAT) | 0.1 | $220k | 644.00 | 341.84 | |
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $220k | 3.6k | 61.00 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $217k | 2.3k | 96.47 | |
| American Electric Power Company (AEP) | 0.1 | $216k | 1.7k | 131.09 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $216k | 1.0k | 211.15 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $214k | 10k | 20.90 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $213k | 876.00 | 243.08 | |
| W.W. Grainger (GWW) | 0.1 | $212k | 194.00 | 1094.64 | |
| Vanguard World Energy Etf (VDE) | 0.1 | $209k | 1.2k | 173.04 | |
| Cme (CME) | 0.1 | $207k | 700.00 | 295.35 | |
| Northwest Bancshares (NWBI) | 0.1 | $205k | 16k | 12.69 | |
| Devon Energy Corporation (DVN) | 0.1 | $201k | 4.0k | 50.32 | |
| Sofi Technologies (SOFI) | 0.1 | $164k | 10k | 15.88 | |
| Transocean Registered Shs (RIG) | 0.1 | $134k | 20k | 6.63 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $133k | 14k | 9.87 | |
| Cleveland-cliffs (CLF) | 0.0 | $96k | 11k | 8.45 | |
| Satellogic Com Cl A (SATL) | 0.0 | $60k | 11k | 5.44 |
