Zullo Investment Group, Inc.
13F Reported Value
ⓘ$263.5M
Holdings
158
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Zullo Investment Group, Inc. disclosed 158 positions worth $263.5M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 15.4% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 9 new positions and exited 6 — including a new stake in $KMI and a full exit from $RGTI. The portfolio is most concentrated in Technology (41.8% 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
Diversifying
$AAPL
$NVDA
$MSFT
$AMZN
$LLY
$CRM
$MA
$NOWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$40.5M159,600 sh - 90.2#1
Quality
$21.8M124,819 sh - 83.7#15
Quality
$13.2M35,559 sh SELECT SECTOR SPDR TR
—Quality
$9.0M68,080 sh- 74.6
Quality
$8.7M41,831 sh - 80.9
Quality
$7.4M12,945 sh - 35.6
Quality
$6.1M20,734 sh SELECT SECTOR SPDR TR
—Quality
$5.3M107,144 sh- 80.2
Quality
$5.2M18,025 sh SELECT SECTOR SPDR TR
—Quality
$4.2M67,864 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $40.5M | 159,600 |
| NVIDIA CORP$NVDA | 90.2#1 | $21.8M | 124,819 |
| MICROSOFT CORP$MSFT | 83.7#15 | $13.2M | 35,559 |
| SELECT SECTOR SPDR TR | — | $9.0M | 68,080 |
| AMAZON COM INC$AMZN | 74.6 | $8.7M | 41,831 |
 Meta Platforms, Inc.$META | 80.9 | $7.4M | 12,945 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $6.1M | 20,734 |
| SELECT SECTOR SPDR TR | — | $5.3M | 107,144 |
 Alphabet Inc.$GOOGL | 80.2 | $5.2M | 18,025 |
| SELECT SECTOR SPDR TR | — | $4.2M | 67,864 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Zullo Investment Group, Inc.'s 158 positions.
Showing top 10 of 158 holdings.
Sector Allocation
Technology
$110.3M
Other
$59.8M
Financials
$24.4M
Consumer Discretionary
$21.2M
Industrials
$16.5M
Healthcare
$10.3M
Communication Services
$6.2M
Consumer Staples
$5.5M
Full Holdings — Zullo Investment Group, Inc. (Q1 2026)
All 158 disclosed positions 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. | $40.5M | 15.4% | -1% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $21.8M | 8.3% | -4% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $13.2M | 5.0% | +8% | 83.7 |
| 4 | — | SELECT SECTOR SPDR TR | $9.0M | 3.4% | +4% | — |
| 5 | $AMZN | AMAZON COM INC | $8.7M | 3.3% | -0% | 74.6 |
| 6 | $META | Meta Platforms, Inc. | $7.4M | 2.8% | -1% | 80.9 |
| 7 | $JPM | JPMORGAN CHASE & CO | $6.1M | 2.3% | +1% | 35.6 |
| 8 | — | SELECT SECTOR SPDR TR | $5.3M | 2.0% | +2% | — |
| 9 | $GOOGL | Alphabet Inc. | $5.2M | 2.0% | -3% | 80.2 |
| 10 | — | SELECT SECTOR SPDR TR | $4.2M | 1.6% | +11% | — |
| 11 |  $TSLA | Tesla, Inc. | $3.8M | 1.4% | -7% | 50.1 |
| 12 | — | SCHWAB STRATEGIC TR | $3.7M | 1.4% | +11% | — |
| 13 |  $GOOG | Alphabet Inc. | $3.6M | 1.4% | +7% | 80.2 |
| 14 |  $WMT | Walmart Inc. | $3.6M | 1.4% | +1% | 63.2 |
| 15 | — | SELECT SECTOR SPDR TR | $3.5M | 1.3% | +4% | — |
| 16 | — | SELECT SECTOR SPDR TR | $3.4M | 1.3% | +4% | — |
| 17 |  $JNJ | JOHNSON & JOHNSON | $3.3M | 1.3% | +2% | 72.8 |
| 18 | — | SELECT SECTOR SPDR TR | $3.1M | 1.2% | +5% | — |
| 19 | — | SELECT SECTOR SPDR TR | $2.9M | 1.1% | +4% | — |
| 20 | — | SELECT SECTOR SPDR TR | $2.7M | 1.0% | +5% | — |
| 21 |  $NFLX | NETFLIX INC | $2.6M | 1.0% | -1% | 86.7 |
| 22 |  $HD | HOME DEPOT, INC. | $2.6M | 1.0% | +1% | 69.2 |
| 23 | — | VANGUARD INDEX FDS | $2.4M | 0.9% | +0% | — |
| 24 |  $PG | PROCTER & GAMBLE Co | $2.4M | 0.9% | +9% | 72.9 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.9% | +0% | 64.5 |
| 26 | — | SELECT SECTOR SPDR TR | $2.3M | 0.9% | +4% | — |
| 27 |  $GS | GOLDMAN SACHS GROUP INC | $2.2M | 0.8% | +1% | — |
| 28 |  $V | VISA INC. | $2.2M | 0.8% | -0% | 83.5 |
| 29 |  $AMD | ADVANCED MICRO DEVICES INC | $2.2M | 0.8% | -1% | 78.8 |
| 30 |  $AVGO | Broadcom Inc. | $2.1M | 0.8% | -5% | 86.4 |
| 31 |  $VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.8% | -3% | 71.6 |
| 32 |  $FDX | FEDEX CORP | $2.1M | 0.8% | +2% | 60.3 |
| 33 |  $MCD | MCDONALDS CORP | $2.1M | 0.8% | +4% | 73.9 |
| 34 | — | SELECT SECTOR SPDR TR | $2.0M | 0.8% | +5% | — |
| 35 | — | ISHARES TR | $2.0M | 0.8% | +1% | — |
| 36 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.7% | +1% | 67 |
| 37 |  $SCHW | SCHWAB CHARLES CORP | $1.8M | 0.7% | -3% | 77.2 |
| 38 |  $MS | MORGAN STANLEY | $1.8M | 0.7% | +1% | — |
| 39 |  $CRWD | CrowdStrike Holdings, Inc. | $1.7M | 0.6% | -0% | 55 |
| 40 | — | VANGUARD WORLD FD | $1.7M | 0.6% | -3% | — |
| 41 | $LLY | ELI LILLY & Co | $1.6M | 0.6% | +2% | 89.3 |
| 42 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $1.6M | 0.6% | -8% | — |
| 43 |  $UPS | UNITED PARCEL SERVICE INC | $1.5M | 0.6% | +1% | 58.2 |
| 44 |  $CAT | CATERPILLAR INC | $1.4M | 0.5% | +0% | 67.8 |
| 45 |  $MRK | Merck & Co., Inc. | $1.3M | 0.5% | +1% | 70.9 |
| 46 |  $CVX | CHEVRON CORP | $1.3M | 0.5% | +10% | 54.7 |
| 47 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.5% | -1% | 72.3 |
| 48 |  $BA | BOEING CO | $1.3M | 0.5% | +1% | 51.8 |
| 49 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.5% | +5% | 61.8 |
| 50 |  $ABBV | AbbVie Inc. | $1.2M | 0.5% | -1% | 59.3 |
| 51 |  $STX | Seagate Technology Holdings plc | $1.2M | 0.5% | +0% | — |
| 52 |  $STT | STATE STREET CORP | $1.1M | 0.4% | +8% | 61.5 |
| 53 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.4% | -12% | 85.8 |
| 54 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.4% | +3% | 66.7 |
| 55 |  $PEP | PEPSICO INC | $1.1M | 0.4% | -1% | 62.7 |
| 56 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.4% | +0% | — |
| 57 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.4% | +7% | 65 |
| 58 |  $LOW | LOWES COMPANIES INC | $1.0M | 0.4% | +1% | 63.5 |
| 59 |  $UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.4% | +6% | 66.8 |
| 60 |  $SHOP | SHOPIFY INC. | $1.0M | 0.4% | +1% | — |
| 61 |  $UBER | Uber Technologies, Inc | $977,169 | 0.4% | -8% | 79.3 |
| 62 |  $PPL | PPL Corp | $908,660 | 0.3% | -1% | 70.3 |
| 63 |  $RTX | RTX Corp | $905,395 | 0.3% | +2% | 70 |
| 64 |  $QCOM | QUALCOMM INC/DE | $893,011 | 0.3% | +2% | 81.9 |
| 65 |  $ADI | ANALOG DEVICES INC | $877,951 | 0.3% | -1% | 76.2 |
| 66 |  $NEE | NEXTERA ENERGY INC | $861,098 | 0.3% | -2% | 71.7 |
| 67 |  $MU | MICRON TECHNOLOGY INC | $856,822 | 0.3% | +6% | 88.4 |
| 68 |  $FCX | FREEPORT-MCMORAN INC | $847,996 | 0.3% | -3% | 73.1 |
| 69 |  $PFH | PRUDENTIAL FINANCIAL INC | $834,518 | 0.3% | -2% | 58.6 |
| 70 | — | SSGA ACTIVE TR | $798,891 | 0.3% | +46% | — |
| 71 |  $BAC | BANK OF AMERICA CORP /DE/ | $778,150 | 0.3% | +0% | 68.4 |
| 72 |  $ITW | ILLINOIS TOOL WORKS INC | $718,802 | 0.3% | -1% | 71.2 |
| 73 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $696,044 | 0.3% | +11% | — |
| 74 |  $KO | COCA COLA CO | $693,438 | 0.3% | +2% | 74 |
| 75 |  $LRCX | LAM RESEARCH CORP | $675,377 | 0.3% | +1% | 82.4 |
| 76 |  $SPY | SPDR S&P 500 ETF TRUST | $656,843 | 0.3% | +13% | — |
| 77 |  $PM | Philip Morris International Inc. | $654,972 | 0.3% | +0% | 80.5 |
| 78 |  $TGT | TARGET CORP | $650,174 | 0.3% | +11% | 53.1 |
| 79 | — | ISHARES TR | $621,647 | 0.2% | +0% | — |
| 80 | $CRM | Salesforce, Inc. | $616,429 | 0.2% | +12% | 75.2 |
| 81 |  $SPOT | Spotify Technology S.A. | $608,077 | 0.2% | +5% | — |
| 82 |  $C | CITIGROUP INC | $601,261 | 0.2% | +0% | 54.8 |
| 83 | — | ISHARES TR | $597,401 | 0.2% | +0% | — |
| 84 | $MA | Mastercard Inc | $566,616 | 0.2% | +2% | 81.7 |
| 85 |  $GD | GENERAL DYNAMICS CORP | $557,459 | 0.2% | +0% | 73 |
| 86 |  $WM | WASTE MANAGEMENT INC | $547,099 | 0.2% | -2% | 70.7 |
| 87 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $544,160 | 0.2% | +0% | 66.5 |
| 88 |  $DIS | Walt Disney Co | $541,759 | 0.2% | +2% | 68.9 |
| 89 | $NOW | ServiceNow, Inc. | $526,827 | 0.2% | +16% | 76 |
| 90 |  $MMM | 3M CO | $524,567 | 0.2% | +0% | 60.7 |
| 91 |  $AXP | AMERICAN EXPRESS CO | $512,451 | 0.2% | -2% | 73.2 |
| 92 | — | ISHARES TR | $508,950 | 0.2% | +0% | — |
| 93 | — | VANGUARD INDEX FDS | $497,576 | 0.2% | +0% | — |
| 94 |  $WFC | WELLS FARGO & COMPANY/MN | $472,824 | 0.2% | -2% | — |
| 95 |  $HON | HONEYWELL INTERNATIONAL INC | $472,300 | 0.2% | -1% | 65.7 |
| 96 |  $MO | ALTRIA GROUP, INC. | $469,483 | 0.2% | +0% | 72.1 |
| 97 |  $MPC | Marathon Petroleum Corp | $469,314 | 0.2% | +0% | 50.7 |
| 98 | — | VANGUARD INDEX FDS | $465,181 | 0.2% | +0% | — |
| 99 |  $CMI | CUMMINS INC | $459,706 | 0.2% | +4% | 58.9 |
| 100 |  $COF | CAPITAL ONE FINANCIAL CORP | $438,794 | 0.2% | +1% | 71 |
| 101 |  $AMGN | AMGEN INC | $426,060 | 0.2% | +0% | 79.5 |
| 102 |  $PSX | Phillips 66 | $425,006 | 0.2% | +1% | 47.6 |
| 103 | — | ISHARES TR | $410,025 | 0.2% | -4% | — |
| 104 | — | FIRST TR EXCHANGE TRADED FD | $400,836 | 0.1% | +0% | — |
| 105 |  $ABT | ABBOTT LABORATORIES | $386,454 | 0.1% | -3% | 67 |
| 106 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $380,203 | 0.1% | +0% | 70.9 |
| 107 |  $ADP | AUTOMATIC DATA PROCESSING INC | $374,073 | 0.1% | -2% | 77.9 |
| 108 |  $NUE | NUCOR CORP | $370,595 | 0.1% | +3% | 58.9 |
| 109 |  $ORCL | ORACLE CORP | $357,264 | 0.1% | +3% | 67.2 |
| 110 | — | VANECK ETF TRUST | $349,098 | 0.1% | -3% | — |
| 111 |  $VLO | VALERO ENERGY CORP/TX | $343,676 | 0.1% | +3% | 51.4 |
| 112 |  $ALL | ALLSTATE CORP | $341,074 | 0.1% | +0% | 76.6 |
| 113 |  $CB | Chubb Ltd | $337,012 | 0.1% | -3% | — |
| 114 |  $PANW | Palo Alto Networks Inc | $336,031 | 0.1% | -3% | 66.5 |
| 115 |  $APD | Air Products & Chemicals, Inc. | $331,920 | 0.1% | -0% | 41.2 |
| 116 |  $BLK | BlackRock, Inc. | $324,096 | 0.1% | -5% | 70.3 |
| 117 | — | ISHARES TR | $315,690 | 0.1% | +0% | — |
| 118 |  $MCHP | MICROCHIP TECHNOLOGY INC | $314,756 | 0.1% | -0% | 40 |
| 119 |  $AFL | AFLAC INC | $309,492 | 0.1% | -0% | 60.3 |
| 120 |  $SBUX | STARBUCKS CORP | $308,573 | 0.1% | -7% | 54.6 |
| 121 |  $ARM | ARM HOLDINGS PLC /UK | $299,232 | 0.1% | +0% | — |
| 122 | — | ISHARES TR | $299,227 | 0.1% | +30% | — |
| 123 |  $INTC | INTEL CORP | $296,321 | 0.1% | -0% | 41.5 |
| 124 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $295,163 | 0.1% | +0% | 76.6 |
| 125 | — | ISHARES TR | $283,215 | 0.1% | +1% | — |
| 126 |  $SO | SOUTHERN CO | $281,581 | 0.1% | -5% | 65.1 |
| 127 | — | ISHARES TR | $278,816 | 0.1% | +0% | — |
| 128 | — | VANGUARD SPECIALIZED FUNDS | $263,449 | 0.1% | +0% | — |
| 129 |  $FDBC | FIDELITY D & D BANCORP INC | $257,213 | 0.1% | +0% | — |
| 130 | — | SCHWAB STRATEGIC TR | $256,267 | 0.1% | +0% | — |
| 131 |  $CCZ | COMCAST CORP | $242,657 | 0.1% | +2% | 70.4 |
| 132 |  $NSC | NORFOLK SOUTHERN CORP | $241,799 | 0.1% | -5% | 70.8 |
| 133 |  $NRG | NRG ENERGY, INC. | $241,716 | 0.1% | +0% | 59.5 |
| 134 | — | ISHARES TR | $238,877 | 0.1% | -1% | — |
| 135 | — | SSGA ACTIVE TR | $228,293 | 0.1% | -4% | — |
| 136 |  $CL | COLGATE PALMOLIVE CO | $227,735 | 0.1% | +2% | 72.4 |
| 137 |  $ADSK | Autodesk, Inc. | $226,951 | 0.1% | +1% | 76.4 |
| 138 |  $KMI | KINDER MORGAN, INC. | $225,610 | 0.1% | NEW | 74.6 |
| 139 |  $JCI | Johnson Controls International plc | $222,746 | 0.1% | -4% | — |
| 140 |  $MDT | Medtronic plc | $221,911 | 0.1% | -1% | — |
| 141 | — | VANGUARD TAX-MANAGED FDS | $220,307 | 0.1% | +0% | — |
| 142 |  $AMAT | APPLIED MATERIALS INC /DE | $220,144 | 0.1% | NEW | 74.8 |
| 143 | — | PROSHARES TR | $219,784 | 0.1% | +0% | — |
| 144 |  $KMB | KIMBERLY CLARK CORP | $217,155 | 0.1% | -8% | 61.7 |
| 145 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $216,305 | 0.1% | NEW | 75.4 |
| 146 | — | ISHARES TR | $216,218 | 0.1% | -64% | — |
| 147 |  $IVZ | Invesco Ltd. | $214,162 | 0.1% | -0% | — |
| 148 |  $ADBE | ADOBE INC. | $212,938 | 0.1% | -4% | 80.4 |
| 149 |  $GWW | W.W. GRAINGER, INC. | $212,360 | 0.1% | NEW | 69.5 |
| 150 | — | VANGUARD WORLD FD | $208,513 | 0.1% | -51% | — |
| 151 |  $CME | CME GROUP INC. | $206,745 | 0.1% | NEW | 74.5 |
| 152 |  $NWBI | Northwest Bancshares, Inc. | $204,537 | 0.1% | +0% | — |
| 153 |  $DVN | DEVON ENERGY CORP/DE | $201,384 | 0.1% | NEW | 70.2 |
| 154 |  $SOFI | SoFi Technologies, Inc. | $163,945 | 0.1% | +6% | 53.8 |
| 155 |  $RIG | Transocean Ltd. | $133,926 | 0.1% | NEW | — |
| 156 |  $VGM | Invesco Trust for Investment Grade Municipals | $133,245 | 0.1% | +0% | — |
| 157 |  $CLF | CLEVELAND-CLIFFS INC. | $95,823 | 0.0% | NEW | 35.7 |
| 158 |  $SATL | Satellogic Inc. | $59,922 | 0.0% | NEW | 38.3 |
New Positions (9)
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