Zullo Investment Group, Inc.
13F Reported Value
ⓘ$293.1M
Holdings
157
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Zullo Investment Group, Inc. disclosed 157 positions worth $293.1M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 15.6% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 11 new positions and exited 12 — including a new stake in $SPCX and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (45.4% of disclosed assets). All figures are sourced directly from Zullo Investment Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1909760.
AI Fund Analysis
Stable
$AAPL
$NVDA
$MSFT
$AMZN
$LLY
$CRM
$NOW
$BASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$45.7M157,905 sh - 85.9#5
Quality
$24.6M122,919 sh - 79.8#31
Quality
$13.0M34,948 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$12.5M65,396 sh- 68.7
Quality
$9.8M41,044 sh - 79.6
Quality
$7.0M12,467 sh - 70.7
Quality
$6.5M19,973 sh - 78.2
Quality
$6.2M17,645 sh - 79.8
Quality
$6.2M10,640 sh SELECT SECTOR SPDR TR - ST STR FINL ETF
—Quality
$5.6M104,731 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $45.7M | 157,905 |
| NVIDIA CORP$NVDA | 85.9#5 | $24.6M | 122,919 |
| MICROSOFT CORP$MSFT | 79.8#31 | $13.0M | 34,948 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $12.5M | 65,396 |
| AMAZON COM INC$AMZN | 68.7 | $9.8M | 41,044 |
 Meta Platforms, Inc.$META | 79.6 | $7.0M | 12,467 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $6.5M | 19,973 |
 Alphabet Inc.$GOOGL | 78.2 | $6.2M | 17,645 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $6.2M | 10,640 |
| SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $5.6M | 104,731 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Zullo Investment Group, Inc.'s 157 positions.
Showing top 10 of 157 holdings.
Sector Allocation
Technology
$133.0M
Other
$66.1M
Financials
$25.2M
Consumer Discretionary
$21.2M
Industrials
$18.4M
Healthcare
$11.3M
Consumer Staples
$5.1M
Communication Services
$5.0M
Top Holdings — Zullo Investment Group, Inc. (Q2 2026)
Top 150 of 157 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $45.7M | 15.6% | -1% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $24.6M | 8.4% | -2% | 85.9 |
| 3 | $MSFT | MICROSOFT CORP | $13.0M | 4.5% | -2% | 79.8 |
| 4 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $12.5M | 4.3% | -4% | — |
| 5 | $AMZN | AMAZON COM INC | $9.8M | 3.3% | -2% | 68.7 |
| 6 | $META | Meta Platforms, Inc. | $7.0M | 2.4% | -4% | 79.6 |
| 7 | $JPM | JPMORGAN CHASE & CO | $6.5M | 2.2% | -4% | 70.7 |
| 8 | $GOOGL | Alphabet Inc. | $6.2M | 2.1% | -2% | 78.2 |
| 9 | $AMD | ADVANCED MICRO DEVICES INC | $6.2M | 2.1% | -1% | 79.8 |
| 10 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $5.6M | 1.9% | -2% | — |
| 11 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $4.3M | 1.5% | +13% | — |
| 12 |  $TSLA | Tesla, Inc. | $4.3M | 1.4% | +0% | 53.9 |
| 13 |  $GOOG | Alphabet Inc. | $4.2M | 1.4% | -7% | 78.2 |
| 14 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $3.9M | 1.3% | -4% | — |
| 15 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3.4M | 1.2% | -6% | — |
| 16 |  $CRWD | CrowdStrike Holdings, Inc. | $3.3M | 1.1% | +1% | 67.7 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $3.3M | 1.1% | -3% | 69 |
| 18 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $3.2M | 1.1% | -3% | — |
| 19 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $3.0M | 1.0% | -9% | — |
| 20 |  $STX | Seagate Technology Holdings plc | $2.9M | 1.0% | +0% | — |
| 21 |  $WMT | Walmart Inc. | $2.9M | 1.0% | -13% | 60.2 |
| 22 |  $MU | MICRON TECHNOLOGY INC | $2.8M | 1.0% | -4% | 86.2 |
| 23 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.8M | 0.9% | +1% | — |
| 24 |  $HD | HOME DEPOT, INC. | $2.7M | 0.9% | -3% | 60.3 |
| 25 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $2.7M | 0.9% | -5% | — |
| 26 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $2.7M | 0.9% | -4% | — |
| 27 |  $AVGO | Broadcom Inc. | $2.6M | 0.9% | -0% | 84.5 |
| 28 |  $V | VISA INC. | $2.5M | 0.9% | +0% | 82.9 |
| 29 |  $GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.8% | -7% | 73.5 |
| 30 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.8% | -2% | 73.8 |
| 31 | — | ISHARES TR - CORE S&P500 ETF | $2.2M | 0.8% | -1% | — |
| 32 | — | VANGUARD WORLD FD - INF TECH ETF | $2.2M | 0.8% | +685% | — |
| 33 |  $MS | MORGAN STANLEY | $2.2M | 0.8% | -2% | 75.8 |
| 34 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $2.2M | 0.8% | -5% | — |
| 35 | $LLY | ELI LILLY & Co | $2.1M | 0.7% | +2% | 87.5 |
| 36 |  $PG | PROCTER & GAMBLE Co | $2.1M | 0.7% | -11% | 64.6 |
| 37 |  $CAT | CATERPILLAR INC | $2.1M | 0.7% | -0% | 66.5 |
| 38 |  $NFLX | NETFLIX INC | $2.0M | 0.7% | +1% | 78.8 |
| 39 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $1.9M | 0.7% | -3% | — |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.6% | -6% | 70.3 |
| 41 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.8M | 0.6% | -0% | 66.2 |
| 42 |  $FDX | FEDEX CORP | $1.8M | 0.6% | -3% | 60.3 |
| 43 |  $MCD | MCDONALDS CORP | $1.8M | 0.6% | -3% | 69 |
| 44 |  $VZ | VERIZON COMMUNICATIONS INC | $1.8M | 0.6% | -3% | 65.8 |
| 45 |  $UPS | UNITED PARCEL SERVICE INC | $1.7M | 0.6% | -1% | 58.6 |
| 46 |  $SCHW | SCHWAB CHARLES CORP | $1.6M | 0.6% | -5% | 79.4 |
| 47 |  $UNH | UNITEDHEALTH GROUP INC | $1.5M | 0.5% | -1% | 62.7 |
| 48 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $1.4M | 0.5% | -8% | — |
| 49 | $BA | BOEING CO | $1.4M | 0.5% | +0% | 61.6 |
| 50 |  $ABBV | AbbVie Inc. | $1.4M | 0.5% | -0% | 72.6 |
| 51 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | $1.4M | 0.5% | +0% | — |
| 52 |  $PPL | PPL Corp | $1.4M | 0.5% | +57% | 55.7 |
| 53 |  $MRK | Merck & Co., Inc. | $1.3M | 0.5% | -7% | 59.9 |
| 54 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.4% | -3% | 70 |
| 55 |  $QCOM | QUALCOMM INC/DE | $1.2M | 0.4% | -4% | 70.5 |
| 56 |  $STT | STATE STREET CORP | $1.1M | 0.4% | -7% | 71.5 |
| 57 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.4% | -18% | 79.4 |
| 58 |  $ADI | ANALOG DEVICES INC | $1.1M | 0.4% | -4% | 79.2 |
| 59 |  $CVX | CHEVRON CORP | $1.0M | 0.3% | -6% | 62.8 |
| 60 |  $SHOP | SHOPIFY INC. | $962,994 | 0.3% | -0% | 64.9 |
| 61 |  $LOW | LOWES COMPANIES INC | $952,600 | 0.3% | -2% | 60.8 |
| 62 |  $PLTR | Palantir Technologies Inc. | $931,727 | 0.3% | +3% | 84.6 |
| 63 | — | SSGA ACTIVE TR - STATE STREET US | $895,457 | 0.3% | -0% | — |
| 64 |  $RTX | RTX Corp | $894,392 | 0.3% | +0% | 73.2 |
| 65 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $888,053 | 0.3% | +0% | — |
| 66 |  $FCX | FREEPORT-MCMORAN INC | $884,894 | 0.3% | -2% | 62 |
| 67 |  $LMT | LOCKHEED MARTIN CORP | $865,949 | 0.3% | -4% | 65.6 |
| 68 |  $UBER | Uber Technologies, Inc | $864,332 | 0.3% | -12% | 73.5 |
| 69 |  $PEP | PEPSICO INC | $834,537 | 0.3% | -13% | 63.4 |
| 70 |  $PFH | PRUDENTIAL FINANCIAL INC | $825,462 | 0.3% | -10% | 58.7 |
| 71 |  $NEE | NEXTERA ENERGY INC | $813,004 | 0.3% | -0% | 64.6 |
| 72 |  $SPY | SPDR S&P 500 ETF TRUST | $749,757 | 0.3% | -1% | — |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $739,758 | 0.3% | -19% | 67.6 |
| 74 |  $KO | COCA COLA CO | $734,799 | 0.3% | -1% | 69.5 |
| 75 |  $C | CITIGROUP INC | $731,207 | 0.3% | -1% | 65 |
| 76 |  $PANW | Palo Alto Networks Inc | $722,621 | 0.3% | +1% | 65.5 |
| 77 |  $INTC | INTEL CORP | $716,405 | 0.2% | -24% | 45.6 |
| 78 | — | ISHARES TR - CORE S&P TTL STK | $716,282 | 0.2% | -0% | — |
| 79 |  $TGT | TARGET CORP | $712,305 | 0.2% | +2% | 60.7 |
| 80 |  $ARM | ARM HOLDINGS PLC /UK | $710,558 | 0.2% | +1% | — |
| 81 |  $PM | Philip Morris International Inc. | $710,319 | 0.2% | -1% | 75.9 |
| 82 |  $ITW | ILLINOIS TOOL WORKS INC | $696,656 | 0.2% | -7% | 63.6 |
| 83 | — | ISHARES TR - CORE S&P MCP ETF | $669,458 | 0.2% | -2% | — |
| 84 |  $CMI | CUMMINS INC | $609,578 | 0.2% | +0% | 58.1 |
| 85 |  $MA | Mastercard Inc | $579,947 | 0.2% | -0% | 85.1 |
| 86 |  $SPOT | Spotify Technology S.A. | $571,617 | 0.2% | -1% | — |
| 87 |  $GD | GENERAL DYNAMICS CORP | $567,266 | 0.2% | -1% | 68.7 |
| 88 |  $AXP | AMERICAN EXPRESS CO | $565,107 | 0.2% | -1% | 69.4 |
| 89 | $NOW | ServiceNow, Inc. | $564,407 | 0.2% | +13% | 72.9 |
| 90 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $555,808 | 0.2% | NEW | — |
| 91 | — | VANGUARD INDEX FDS - GROWTH ETF | $537,514 | 0.2% | +486% | — |
| 92 |  $DIS | Walt Disney Co | $522,624 | 0.2% | -3% | 60.1 |
| 93 | $CRM | Salesforce, Inc. | $521,432 | 0.2% | +1% | 77 |
| 94 |  $MRVL | Marvell Technology, Inc. | $514,254 | 0.2% | NEW | 76.5 |
| 95 | — | ISHARES TR - CORE HIGH DV ETF | $513,938 | 0.2% | +400% | — |
| 96 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $507,352 | 0.2% | -15% | — |
| 97 |  $MMM | 3M CO | $504,110 | 0.2% | -14% | 64.9 |
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | $496,890 | 0.2% | +0% | — |
| 99 |  $MO | ALTRIA GROUP, INC. | $493,396 | 0.2% | -4% | 67.4 |
| 100 |  $WFC | WELLS FARGO & COMPANY/MN | $492,188 | 0.2% | +0% | 61.8 |
| 101 |  $MPC | Marathon Petroleum Corp | $491,398 | 0.2% | +0% | 61 |
| 102 |  $NUE | NUCOR CORP | $485,808 | 0.2% | -1% | 61.7 |
| 103 |  $SNDK | Sandisk Corp | $466,115 | 0.2% | NEW | 87.7 |
| 104 |  $WM | WASTE MANAGEMENT INC | $461,467 | 0.2% | -13% | 67.6 |
| 105 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $455,694 | 0.2% | -1% | 64.4 |
| 106 |  $AMAT | APPLIED MATERIALS INC /DE | $455,625 | 0.2% | -2% | 72.3 |
| 107 |  $MCHP | MICROCHIP TECHNOLOGY INC | $444,358 | 0.1% | +0% | 52.9 |
| 108 | — | ISHARES TR - GLOBAL TECH ETF | $409,312 | 0.1% | +0% | — |
| 109 |  $ADP | AUTOMATIC DATA PROCESSING INC | $406,505 | 0.1% | -1% | 69.8 |
| 110 |  $AMGN | AMGEN INC | $400,278 | 0.1% | -9% | 79.2 |
| 111 |  $ALL | ALLSTATE CORP | $389,032 | 0.1% | -1% | 78.5 |
| 112 | — | ISHARES TR - S&P 500 GRWT ETF | $383,846 | 0.1% | +0% | — |
| 113 |  $PSX | Phillips 66 | $369,412 | 0.1% | -6% | 57.8 |
| 114 |  $VLO | VALERO ENERGY CORP/TX | $369,368 | 0.1% | +2% | 57.8 |
| 115 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $349,011 | 0.1% | -27% | — |
| 116 | — | PROSHARES TR - PSHS ULTRA QQQ | $348,708 | 0.1% | +0% | — |
| 117 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $343,715 | 0.1% | NEW | — |
| 118 |  $ORCL | ORACLE CORP | $341,752 | 0.1% | -4% | 67.9 |
| 119 |  $CB | Chubb Ltd | $335,288 | 0.1% | -5% | — |
| 120 |  $ABT | ABBOTT LABORATORIES | $329,954 | 0.1% | -3% | 65.5 |
| 121 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $327,842 | 0.1% | -0% | 75.4 |
| 122 |  $APD | Air Products & Chemicals, Inc. | $321,321 | 0.1% | -4% | 46.4 |
| 123 |  $SBUX | STARBUCKS CORP | $320,486 | 0.1% | -9% | 58.2 |
| 124 |  $AFL | AFLAC INC | $319,037 | 0.1% | -4% | 61.3 |
| 125 |  $BLK | BlackRock, Inc. | $309,622 | 0.1% | -4% | 70 |
| 126 |  $FDBC | FIDELITY D & D BANCORP INC | $305,589 | 0.1% | +0% | 56.2 |
| 127 | — | ISHARES TR - US AER DEF ETF | $304,471 | 0.1% | -8% | — |
| 128 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $298,323 | 0.1% | -34% | 73.7 |
| 129 | — | ISHARES TR - CORE MSCI EAFE | $297,720 | 0.1% | +0% | — |
| 130 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $295,775 | 0.1% | +2% | — |
| 131 |  $WDC | WESTERN DIGITAL CORP | $287,550 | 0.1% | NEW | 80.7 |
| 132 | — | ISHARES TR - CORE S&P SCP ETF | $282,213 | 0.1% | -1% | — |
| 133 |  $SO | SOUTHERN CO | $278,855 | 0.1% | -0% | 62 |
| 134 | — | ISHARES TR - U.S. TECH ETF | $256,740 | 0.1% | NEW | — |
| 135 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $254,894 | 0.1% | +0% | — |
| 136 |  $JCI | Johnson Controls International plc | $249,264 | 0.1% | +0% | — |
| 137 |  $GWW | W.W. GRAINGER, INC. | $248,579 | 0.1% | -6% | 61.8 |
| 138 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $244,388 | 0.1% | -0% | — |
| 139 |  $NWBI | Northwest Bancshares, Inc. | $244,349 | 0.1% | +0% | 62 |
| 140 |  $CL | COLGATE PALMOLIVE CO | $243,163 | 0.1% | -1% | 61.3 |
| 141 |  $NRG | NRG ENERGY, INC. | $241,583 | 0.1% | +0% | 51.9 |
| 142 | — | ISHARES TR - S&P 500 VAL ETF | $232,509 | 0.1% | +0% | — |
| 143 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $232,302 | 0.1% | NEW | — |
| 144 | — | SSGA ACTIVE TR - STATE STREET IG | $227,834 | 0.1% | +0% | — |
| 145 |  $NSC | NORFOLK SOUTHERN CORP | $226,190 | 0.1% | -15% | 63.2 |
| 146 |  $GLW | CORNING INC /NY | $225,849 | 0.1% | NEW | 73.7 |
| 147 |  $KMI | KINDER MORGAN, INC. | $222,986 | 0.1% | +4% | 71.3 |
| 148 |  $IVZ | Invesco Ltd. | $221,371 | 0.1% | -0% | — |
| 149 |  $DE | DEERE & CO | $221,329 | 0.1% | NEW | 55.4 |
| 150 |  $HONA | Honeywell Aerospace Inc. | $215,995 | 0.1% | NEW | — |
New Positions (11)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$555,808$MRVL Marvell Technology, Inc.$514,254$SNDK Sandisk Corp$466,115$WDC WESTERN DIGITAL CORP$287,550$GLW CORNING INC /NY$225,849$DE DEERE & CO$221,329$HONA Honeywell Aerospace Inc.$215,995
$TWLO TWILIO INC$206,330
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