Zullo Investment Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$263.5M
Q ending 2026-03-31
Prior quarter
$273.4M
Q ending 2025-12-31
Change
-3.6% QoQ · +13.0% YoY
Positions
158
reported holdings
Largest positions
Top 100 of 158 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $40.5M | 160K |
| Nvidia Corporation | NVDA | Shares | $21.8M | 125K |
| Microsoft Corp | MSFT | Shares | $13.2M | 36K |
| Select Sector Spdr Tr | XLK | Shares | $9.0M | 68K |
| Amazon Com Inc | AMZN | Shares | $8.7M | 42K |
| Meta Platforms Inc | META | Shares | $7.4M | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $6.1M | 21K |
| Select Sector Spdr Tr | XLF | Shares | $5.3M | 107K |
| Alphabet Inc | GOOG | Shares | $5.2M | 18K |
| Select Sector Spdr Tr | XLE | Shares | $4.2M | 68K |
| Tesla Inc | TSLA | Shares | $3.8M | 10K |
| Schwab Strategic Tr | SCHD | Shares | $3.7M | 120K |
| Alphabet Inc | GOOGL | Shares | $3.6M | 13K |
| Walmart Inc | WMT | Shares | $3.6M | 29K |
| Select Sector Spdr Tr | XLI | Shares | $3.5M | 22K |
| Select Sector Spdr Tr | XLC | Shares | $3.4M | 31K |
| Johnson & Johnson | JNJ | Shares | $3.3M | 14K |
| Select Sector Spdr Tr | XLV | Shares | $3.1M | 21K |
| Select Sector Spdr Tr | XLU | Shares | $2.9M | 62K |
| Select Sector Spdr Tr | XLY | Shares | $2.7M | 24K |
| Netflix Inc. | NFLX | Shares | $2.6M | 27K |
| Home Depot Inc | HD | Shares | $2.6M | 8K |
| Vanguard Index Fds | VOO | Shares | $2.4M | 4K |
| Procter & Gamble Co | PG | Shares | $2.4M | 16K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $2.3M | 5K |
| Select Sector Spdr Tr | XLB | Shares | $2.3M | 45K |
| Goldman Sachs Group Inc | GS | Shares | $2.2M | 3K |
| Visa Inc | V | Shares | $2.2M | 7K |
| Advanced Micro Devices Inc | AMD | Shares | $2.2M | 11K |
| Broadcom Inc | AVGO | Shares | $2.1M | 7K |
| Verizon Communications Inc | VZ | Shares | $2.1M | 43K |
| Fedex Corp | FDX | Shares | $2.1M | 6K |
| Mcdonalds Corp | MCD | Shares | $2.1M | 7K |
| Select Sector Spdr Tr | XLP | Shares | $2.0M | 24K |
| Ishares Tr | IVV | Shares | $2.0M | 3K |
| Costco Wholesale Corporation | COST | Shares | $2.0M | 2K |
| Schwab Charles Corp | SCHW | Shares | $1.8M | 19K |
| Morgan Stanley | MS | Shares | $1.8M | 11K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.7M | 4K |
| Vanguard World Fd | VGT | Shares | $1.7M | 2K |
| Eli Lilly & Co | LLY | Shares | $1.6M | 2K |
| Pimco Corporate & Income Opp | PTY | Shares | $1.6M | 129K |
| United Parcel Svcs Inc | UPS | Shares | $1.5M | 16K |
| Caterpillar Inc | CAT | Shares | $1.4M | 2K |
| Merck & Co Inc | MRK | Shares | $1.3M | 11K |
| Chevron Corporation | CVX | Shares | $1.3M | 6K |
| Cisco Sys Inc | CSCO | Shares | $1.3M | 17K |
| Boeing Co | BA | Shares | $1.3M | 6K |
| Exxon Mobil Corp | XOM | Shares | $1.3M | 7K |
| Abbvie Inc | ABBV | Shares | $1.2M | 6K |
| Seagate Technology Hldngs Pl | Shares | $1.2M | 3K | |
| Select Sector Spdr Tr | XLRE | Shares | $1.1M | 28K |
| Palantir Technologies Inc | PLTR | Shares | $1.1M | 8K |
| International Business Machs | IBM | Shares | $1.1M | 5K |
| Pepsico Inc | PEP | Shares | $1.1M | 7K |
| First Tr Exchange-Traded Fd | QQEW | Shares | $1.1M | 9K |
| Lockheed Martin Corp | LMT | Shares | $1.1M | 2K |
| Lowes Cos Inc | LOW | Shares | $1.0M | 4K |
| Unitedhealth Group Inc | UNH | Shares | $1.0M | 4K |
| Shopify Inc | SHOP | Shares | $1.0M | 8K |
| Uber Technologies Inc | UBER | Shares | $977K | 14K |
| Ppl Corp | PPL | Shares | $909K | 24K |
| Rtx Corporation | RTX | Shares | $905K | 5K |
| Qualcomm Inc | QCOM | Shares | $893K | 7K |
| Analog Devices Inc | ADI | Shares | $878K | 3K |
| Nextera Energy Inc | NEE | Shares | $861K | 9K |
| Micron Technology Inc | MU | Shares | $857K | 3K |
| Freeport Mcmoran Inc | FCX | Shares | $848K | 14K |
| Prudential Finl Inc | PRU | Shares | $835K | 9K |
| Ssga Active Tr | XLSR | Shares | $799K | 14K |
| Bank America Corp | BAC | Shares | $778K | 16K |
| Illinois Tool Wks Inc | ITW | Shares | $719K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $696K | 1K |
| Coca Cola Co | KO | Shares | $693K | 9K |
| Lam Research Corp | LRCX | Shares | $675K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $657K | 1K |
| Philip Morris Intl Inc | PM | Shares | $655K | 4K |
| Target Corp | TGT | Shares | $650K | 5K |
| Ishares Tr | ITOT | Shares | $622K | 4K |
| Salesforce Inc | CRM | Shares | $616K | 3K |
| Spotify Technology S A | Shares | $608K | 1K | |
| Citigroup Inc | C | Shares | $601K | 5K |
| Ishares Tr | IJH | Shares | $597K | 9K |
| Mastercard Incorporated | MA | Shares | $567K | 1K |
| General Dynamics Corp | GD | Shares | $557K | 2K |
| Waste Mgmt Inc Del | WM | Shares | $547K | 2K |
| L3Harris Technologies Inc | LHX | Shares | $544K | 2K |
| Disney Walt Co | DIS | Shares | $542K | 6K |
| Servicenow Inc | NOW | Shares | $527K | 5K |
| 3M Co | MMM | Shares | $525K | 4K |
| American Express Co | AXP | Shares | $512K | 2K |
| Ishares Tr | HDV | Shares | $509K | 4K |
| Vanguard Index Fds | VTI | Shares | $498K | 2K |
| Wells Fargo & Co | WFC | Shares | $473K | 6K |
| Honeywell Intl Inc | HONGBP | Shares | $472K | 2K |
| Altria Group Inc | MO | Shares | $469K | 7K |
| Marathon Pete Corp | MPC | Shares | $469K | 2K |
| Vanguard Index Fds | VUG | Shares | $465K | 1K |
| Cummins Inc | CMI | Shares | $460K | 854 |
| Capital One Finl Corp | COF | Shares | $439K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.