# Zullo Investment Group, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1909760. Source: https://holderbook.com/funds/1909760-zullo-investment-group-inc/

- Reported value: $293.1M
- Positions: 157
- Weight of the ten largest: 46.8%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $45.7M | 157,905 | 15.6% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $24.6M | 122,919 | 8.4% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $13.0M | 34,948 | 4.4% | 19 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $12.5M | 65,396 | 4.3% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $9.8M | 41,044 | 3.3% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $7.0M | 12,467 | 2.4% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $6.5M | 19,973 | 2.2% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $6.2M | 17,645 | 2.1% | 19 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $6.2M | 10,640 | 2.1% | 19 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $5.6M | 104,731 | 1.9% | 19 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $4.3M | 135,169 | 1.5% | 19 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.3M | 10,122 | 1.5% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.2M | 11,739 | 1.4% | 19 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $3.9M | 20,943 | 1.3% | 19 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $3.4M | 64,112 | 1.2% | 19 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $3.3M | 4,381 | 1.1% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.3M | 13,095 | 1.1% | 19 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $3.2M | 20,430 | 1.1% | 19 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $3.0M | 28,058 | 1.0% | 19 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $2.9M | 2,996 | 1.0% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.9M | 25,227 | 1.0% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.8M | 2,441 | 1.0% | 5 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.8M | 4,015 | 0.9% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.7M | 7,732 | 0.9% | 19 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $2.7M | 23,137 | 0.9% | 19 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $2.7M | 59,660 | 0.9% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.6M | 6,919 | 0.9% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.5M | 7,338 | 0.9% | 19 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $2.5M | 2,436 | 0.8% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.3M | 4,633 | 0.8% | 19 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $2.2M | 3,000 | 0.8% | 19 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $2.2M | 18,692 | 0.8% | 19 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $2.2M | 10,526 | 0.8% | 19 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $2.2M | 43,136 | 0.7% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.1M | 1,791 | 0.7% | 19 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.1M | 14,473 | 0.7% | 19 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.1M | 1,947 | 0.7% | 19 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.0M | 27,456 | 0.7% | 19 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $1.9M | 23,410 | 0.7% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.9M | 15,860 | 0.6% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.8M | 1,959 | 0.6% | 19 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $1.8M | 5,800 | 0.6% | 19 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.8M | 6,532 | 0.6% | 19 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.8M | 41,352 | 0.6% | 19 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $1.7M | 15,505 | 0.6% | 19 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $1.6M | 17,802 | 0.6% | 19 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.5M | 3,712 | 0.5% | 19 |
| PIMCO CORPORATE & INCOME OPP | [PTY](https://holderbook.com/stocks/PTY/) | $1.4M | 119,172 | 0.5% | 9 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $1.4M | 6,475 | 0.5% | 19 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.4M | 5,542 | 0.5% | 19 |
| FIRST TR EXCHANGE-TRADED FD | [QQEW](https://holderbook.com/stocks/QQEW/) | $1.4M | 8,650 | 0.5% | 19 |
| PPL CORP | [PPL](https://holderbook.com/stocks/PPL/) | $1.4M | 37,439 | 0.5% | 19 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.3M | 10,396 | 0.5% | 19 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.3M | 4,538 | 0.4% | 19 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.2M | 6,628 | 0.4% | 19 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $1.1M | 26,041 | 0.4% | 19 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.1M | 2,593 | 0.4% | 7 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.1M | 2,655 | 0.4% | 19 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.0M | 6,060 | 0.3% | 19 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $963.0K | 8,434 | 0.3% | 19 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $952.6K | 4,320 | 0.3% | 19 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $931.7K | 7,986 | 0.3% | 10 |
| SSGA ACTIVE TR | [XLSR](https://holderbook.com/stocks/XLSR/) | $895.5K | 13,806 | 0.3% | 2 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $894.4K | 4,714 | 0.3% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $888.1K | 1,205 | 0.3% | 19 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $884.9K | 14,070 | 0.3% | 19 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $865.9K | 1,699 | 0.3% | 19 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $864.3K | 11,978 | 0.3% | 19 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $834.5K | 6,163 | 0.3% | 19 |
| PRUDENTIAL FINL INC | [PRU](https://holderbook.com/stocks/PRU/) | $825.5K | 7,648 | 0.3% | 19 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $813.0K | 9,262 | 0.3% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $749.8K | 1,004 | 0.3% | 19 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $739.8K | 12,982 | 0.3% | 19 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $734.8K | 9,041 | 0.3% | 19 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $731.2K | 5,224 | 0.2% | 11 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $722.6K | 2,119 | 0.2% | 13 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $716.4K | 5,130 | 0.2% | 4 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $716.3K | 4,360 | 0.2% | 19 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $712.3K | 5,453 | 0.2% | 19 |
| ARM HOLDINGS PLC | [ARM](https://holderbook.com/stocks/ARM/) | $710.6K | 2,004 | 0.2% | 9 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $710.3K | 3,926 | 0.2% | 19 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $696.7K | 2,575 | 0.2% | 19 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $669.5K | 8,681 | 0.2% | 19 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $609.6K | 854 | 0.2% | 10 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $579.9K | 1,129 | 0.2% | 19 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $571.6K | 1,245 | 0.2% | 11 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $567.3K | 1,601 | 0.2% | 19 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $565.1K | 1,670 | 0.2% | 19 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $564.4K | 5,685 | 0.2% | 19 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $555.8K | 3,253 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $537.5K | 6,240 | 0.2% | 19 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $522.6K | 5,429 | 0.2% | 19 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $521.4K | 3,328 | 0.2% | 19 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $514.3K | 1,726 | 0.2% | 1 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $513.9K | 18,750 | 0.2% | 19 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $507.4K | 773 | 0.2% | 5 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $504.1K | 3,113 | 0.2% | 19 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $496.9K | 1,653 | 0.2% | 19 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $493.4K | 6,857 | 0.2% | 19 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $492.2K | 5,955 | 0.2% | 19 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.1% | +14.8% | -0.7% | 100% |
| Q1 2026 | -4.9% | -4.6% | -0.3% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.2% | 100% |
| Q3 2025 | +9.7% | +7.8% | +1.8% | 100% |
| Q2 2025 | +9.7% | +10.5% | -0.8% | 100% |
| Q1 2025 | -5.5% | -4.6% | -1.0% | 100% |
| Q4 2024 | +3.3% | +2.1% | +1.2% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $293.1M | 157 |
| Q1 2026 | $263.5M | 158 |
| Q4 2025 | $273.4M | 154 |
| Q3 2025 | $270.4M | 152 |
| Q2 2025 | $246.6M | 152 |
| Q1 2025 | $233.2M | 146 |
| Q4 2024 | $247.7M | 148 |
| Q3 2024 | $240.9M | 150 |
| Q2 2024 | $227.8M | 151 |
| Q1 2024 | $213.4M | 154 |
| Q4 2023 | $195.2M | 150 |
| Q3 2023 | $170.7M | 139 |