Zullo Investment Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Zullo Investment Group, Inc. held in its portfolio 153 assets valued at $273,373,332 (i.e. $273.37M).
The most valuable assets in the portfolio included: APPLE INC ($43.86M), NVIDIA CORPORATION ($24.35M), and MICROSOFT CORP ($15.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 153 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Zullo Investment Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 161335 | 43860728 | COM |
| NVIDIA CORPORATION | 130542 | 24346424 | COM |
| MICROSOFT CORP | 32985 | 15952408 | COM |
| AMAZON COM INC | 41865 | 9663279 | COM |
| SELECT SECTOR SPDR TR | 65365 | 9410714 | STATE STREET TEC |
| META PLATFORMS INC | 13026 | 8598798 | CL A |
| JPMORGAN CHASE & CO. | 20536 | 6617366 | COM |
| ALPHABET INC | 18663 | 5856837 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 105511 | 5778848 | STATE STREET FIN |
| TESLA INC | 10844 | 4876764 | COM |
| SELECT SECTOR SPDR TR | 46250 | 4564835 | STATE STREET CON |
| ALPHABET INC | 11727 | 3670805 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 29559 | 3479771 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 21014 | 3259813 | STATE STREET IND |
| WALMART INC | 28700 | 3197479 | COM |
| SELECT SECTOR SPDR TR | 19977 | 3092549 | STATE STREET HEA |
| SCHWAB STRATEGIC TR | 108022 | 2963068 | US DIVIDEND EQ |
| JOHNSON & JOHNSON | 13244 | 2741128 | COM |
| SELECT SECTOR SPDR TR | 60987 | 2726784 | STATE STREET ENE |
| HOME DEPOT INC | 7882 | 2712563 | COM |
| NETFLIX INC | 27642 | 2591714 | COM |
| VISA INC | 7329 | 2570774 | COM CL A |
| SELECT SECTOR SPDR TR | 60213 | 2570525 | STATE STREET UTI |
| BROADCOM INC | 7282 | 2520451 | COM |
| VANGUARD INDEX FDS | 3990 | 2502249 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 4719 | 2372353 | CL B NEW |
| ADVANCED MICRO DEVICES INC | 10839 | 2321280 | COM |
| GOLDMAN SACHS GROUP INC | 2612 | 2296903 | COM |
| PROCTER AND GAMBLE CO | 14970 | 2145403 | COM |
| ISHARES TR | 3005 | 2058295 | CORE S&P500 ETF |
| CROWDSTRIKE HLDGS INC | 4345 | 2036762 | CL A |
| MCDONALDS CORP | 6506 | 1988666 | COM |
| SELECT SECTOR SPDR TR | 43816 | 1987066 | STATE STREET MAT |
| SCHWAB CHARLES CORP | 19328 | 1931211 | COM |
| MORGAN STANLEY | 10564 | 1875430 | COM NEW |
| VANGUARD WORLD FD | 2468 | 1860329 | INF TECH ETF |
| ELI LILLY & CO | 1714 | 1842771 | COM |
| PIMCO CORPORATE & INCOME OPP | 140028 | 1806378 | COM |
| VERIZON COMMUNICATIONS INC | 43810 | 1784398 | COM |
| COSTCO WHSL CORP NEW | 1952 | 1684271 | COM |
| FEDEX CORP | 5818 | 1680672 | COM |
| PALANTIR TECHNOLOGIES INC | 8806 | 1565267 | CL A |
| UNITED PARCEL SERVICE INC | 15544 | 1541943 | CL B |
| BOEING CO | 6372 | 1383489 | COM |
| SHOPIFY INC | 8338 | 1342168 | CL A SUB VTG SHS |
| INTERNATIONAL BUSINESS MACHS | 4525 | 1340869 | COM |
| CISCO SYS INC | 17092 | 1316606 | COM |
| ABBVIE INC | 5604 | 1280519 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8650 | 1229418 | NASDAQ-100 SEL |
| UBER TECHNOLOGIES INC | 14802 | 1209471 | COM |
| UNITEDHEALTH GROUP INC | 3545 | 1170523 | COM |
| MERCK & CO INC | 11039 | 1162078 | COM |
| QUALCOMM INC | 6765 | 1157387 | COM |
| CATERPILLAR INC | 1951 | 1117824 | COM |
| LOWES COS INC | 4368 | 1053580 | COM |
| SELECT SECTOR SPDR TR | 25924 | 1046062 | STATE STREET REA |
| PEPSICO INC | 7143 | 1025271 | COM |
| PRUDENTIAL FINL INC | 8742 | 986840 | COM |
| CHEVRON CORP NEW | 5820 | 887118 | COM |
| BANK AMERICA CORP | 15905 | 874828 | COM |
| RTX CORPORATION | 4606 | 844867 | COM |
| EXXON MOBIL CORP | 7011 | 843789 | COM |
| PPL CORP | 23906 | 837220 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 2996 | 825068 | ORD SHS |
| LOCKHEED MARTIN CORP | 1663 | 804747 | COM |
| SALESFORCE INC | 2954 | 782610 | COM |
| NEXTERA ENERGY INC | 9475 | 760680 | COM |
| ANALOG DEVICES INC | 2780 | 753999 | COM |
| FREEPORT-MCMORAN INC | 14797 | 751581 | CL B |
| SPOTIFY TECHNOLOGY S A | 1199 | 696271 | SHS |
| ILLINOIS TOOL WKS INC | 2779 | 684581 | COM |
| MICRON TECHNOLOGY INC | 2391 | 682726 | COM |
| INVESCO QQQ TR | 1081 | 664467 | UNIT SER 1 |
| SERVICENOW INC | 4328 | 663006 | COM |
| ISHARES TR | 4343 | 645888 | CORE S&P TTL STK |
| AMERICAN EXPRESS CO | 1720 | 636606 | COM |
| MASTERCARD INCORPORATED | 1114 | 636441 | CL A |
| PHILIP MORRIS INTL INC | 3961 | 635403 | COM |
| DISNEY WALT CO | 5489 | 624595 | COM |
| COCA COLA CO | 8924 | 623890 | COM |
| CITIGROUP INC | 5295 | 617970 | COM NEW |
| SPDR S&P 500 ETF TR | 890 | 606909 | TR UNIT |
| ISHARES TR | 8820 | 582125 | CORE S&P MCP ETF |
| CAPITAL ONE FINL CORP | 2381 | 577233 | COM |
| 3M CO | 3597 | 575890 | COM |
| WELLS FARGO CO NEW | 6080 | 566819 | COM |
| GENERAL DYNAMICS CORP | 1624 | 546759 | COM |
| LAM RESEARCH CORP | 3134 | 536611 | COM NEW |
| WASTE MGMT INC DEL | 2423 | 532452 | COM |
| VANGUARD INDEX FDS | 1551 | 520004 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 1065 | 519571 | GROWTH ETF |
| ABBOTT LABS | 3890 | 487378 | COM |
| AUTOMATIC DATA PROCESSING IN | 1885 | 484888 | COM |
| TARGET CORP | 4833 | 472480 | COM |
| L3HARRIS TECHNOLOGIES INC | 1576 | 462702 | COM |
| ORACLE CORP | 2366 | 461381 | COM |
| ISHARES TR | 3750 | 456038 | CORE HIGH DV ETF |
| ISHARES TR | 1727 | 425353 | RUSSELL 2000 ETF |
| CUMMINS INC | 822 | 419657 | COM |
| HONEYWELL INTL INC | 2120 | 413709 | COM |
| ALTRIA GROUP INC | 7087 | 408705 | COM |
| FIRST TR EXCHANGE TRADED FD | 5842 | 405865 | RISNG DIVD ACHIV |
| PALO ALTO NETWORKS INC | 2156 | 397135 | COM |
| AMGEN INC | 1205 | 394563 | COM |
| PNC FINL SVCS GROUP INC | 1820 | 379980 | COM |
| BLACKROCK INC | 353 | 377830 | COM |
| NUCOR CORP | 2137 | 348601 | COM |
| ISHARES TR | 2787 | 343526 | S&P 500 GRWT ETF |
| ALLSTATE CORP | 1645 | 342407 | COM |
| VANECK ETF TRUST | 943 | 339794 | SEMICONDUCTR ETF |
| CHUBB LIMITED | 1064 | 332096 | COM |
| ADOBE INC | 916 | 320591 | COM |
| STARBUCKS CORP | 3712 | 312628 | COM |
| MARATHON PETE CORP | 1922 | 312575 | COM |
| AFLAC INC | 2830 | 312064 | COM |
| MICROCHIP TECHNOLOGY INC. | 4887 | 311441 | COM |
| VERTEX PHARMACEUTICALS INC | 659 | 298764 | COM |
| PHILLIPS 66 | 2308 | 297861 | COM |
| ISHARES TR | 2813 | 295365 | GLOBAL TECH ETF |
| AIR PRODS & CHEMS INC | 1145 | 282898 | COM |
| AUTODESK INC | 941 | 278545 | COM |
| ISHARES TR | 3075 | 275163 | CORE MSCI EAFE |
| RIGETTI COMPUTING INC | 12376 | 274128 | COMMON STOCK |
| VANGUARD SPECIALIZED FUNDS | 1225 | 269231 | DIV APP ETF |
| SOUTHERN CO | 3085 | 269023 | COM |
| NRG ENERGY INC | 1654 | 263383 | COM NEW |
| FIDELITY D & D BANCORP INC | 5943 | 258699 | COM |
| SCHWAB STRATEGIC TR | 10559 | 257323 | SHT TM US TRES |
| NORFOLK SOUTHN CORP | 886 | 255832 | COM |
| SOFI TECHNOLOGIES INC | 9714 | 254313 | COM |
| PROSHARES TR | 3602 | 253668 | PSHS ULTRA QQQ |
| MEDTRONIC PLC | 2588 | 248603 | SHS |
| COMCAST CORP NEW | 8302 | 248147 | CL A |
| INTEL CORP | 6720 | 247995 | COM |
| KIMBERLY-CLARK CORP | 2449 | 247165 | COM |
| ISHARES TR | 2455 | 245205 | CORE US AGGBD ET |
| SSGA ACTIVE TR | 9450 | 240171 | SPDR SSGA IG PUB |
| ISHARES TR | 1945 | 233811 | CORE S&P SCP ETF |
| ISHARES TR | 1050 | 225552 | US AER DEF ETF |
| INVESCO EXCH TRADED FD TR II | 10248 | 221972 | EMRNG MKT SVRG |
| VALERO ENERGY CORP | 1346 | 219378 | COM |
| ARM HOLDINGS PLC | 1975 | 215887 | SPONSORED ADS |
| VANGUARD TAX-MANAGED FDS | 3432 | 214397 | VAN FTSE DEV MKT |
| JOHNSON CTLS INTL PLC | 1770 | 211958 | SHS |
| ISHARES SILVER TR | 3270 | 210653 | ISHARES |
| CLOROX CO DEL | 2065 | 208214 | COM |
| COLGATE PALMOLIVE CO | 2623 | 207269 | COM |
| THERMO FISHER SCIENTIFIC INC | 355 | 205972 | COM |
| ISHARES TR | 1017 | 203116 | U.S. TECH ETF |
| NORTHWEST BANCSHARES INC MD | 16118 | 193416 | COM |
| INVESCO TR INVT GRADE MUNS | 13500 | 139995 | COM |
| GRAB HOLDINGS LIMITED | 11400 | 56886 | CLASS A ORD |
| PIMCO HIGH INCOME FD | 10100 | 49086 | COM SHS |
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