Zullo Investment Group, Inc. Top Holdings and 13F Report (2023) About Zullo Investment Group, Inc.Investment ActivityZullo Investment Group, Inc. has $233.23 million in total holdings as of December 31, 2022.Zullo Investment Group, Inc. owns shares of 146 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 1.47% of the portfolio was purchased this quarter.About 1.83% of the portfolio was sold this quarter.This quarter, Zullo Investment Group, Inc. has purchased 148 new stocks and bought additional shares in 65 stocks.Zullo Investment Group, Inc. sold shares of 64 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $37,671,474NVIDIA $14,631,436Microsoft $12,929,772Amazon.com $8,492,065Meta Platforms $7,541,212 Largest New Holdings this Quarter 760759100 - Republic Services $219,881 Holding46138E784 - Invesco Emerging Markets Sovereign Debt ETF $205,492 Holding907818108 - Union Pacific $204,335 Holding Largest Purchases this Quarter PIMCO Corporate & Income Opportunity Fund 77,155 shares (about $1.12M)Republic Services 908 shares (about $219.88K)Invesco Emerging Markets Sovereign Debt ETF 10,188 shares (about $205.49K)Union Pacific 865 shares (about $204.34K)Cisco Systems 3,271 shares (about $201.85K) Largest Sales this Quarter NVIDIA 4,684 shares (about $507.65K)Walmart 4,856 shares (about $426.31K)Apple 1,748 shares (about $388.28K)Costco Wholesale 353 shares (about $333.89K)Meta Platforms 432 shares (about $248.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofZullo Investment Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$37,671,474$388,283 ▼-1.0%169,59216.2%Computer and TechnologyNVDANVIDIA$14,631,436$507,653 ▼-3.4%135,0016.3%Computer and TechnologyMSFTMicrosoft$12,929,772$40,917 ▼-0.3%34,4445.5%Computer and TechnologyAMZNAmazon.com$8,492,065$158,677 ▼-1.8%44,6343.6%Retail/WholesaleMETAMeta Platforms$7,541,212$248,991 ▼-3.2%13,0843.2%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$6,732,699$31,798 ▼-0.5%32,6072.9%ETFXLFFinancial Select Sector SPDR Fund$5,195,638$10,311 ▼-0.2%104,3092.2%ETFJPMJPMorgan Chase & Co.$5,066,109$33,851 ▲0.7%20,6532.2%FinanceBRK.ABerkshire Hathaway$3,992,2080.0%51.7%FinanceHDHome Depot$3,191,881$57,175 ▲1.8%8,7091.4%Retail/WholesaleWMTWalmart$3,098,390$426,311 ▼-12.1%35,2931.3%Retail/WholesaleBRK.BBerkshire Hathaway$2,919,439$533 ▲0.0%5,4821.3%FinanceGOOGAlphabet$2,910,995$134,981 ▼-4.4%18,6331.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$2,871,576$22,802 ▲0.8%30,7281.2%ETFJNJJohnson & Johnson$2,862,719$68,823 ▲2.5%17,2621.2%MedicalXLVHealth Care Select Sector SPDR Fund$2,845,881$22,924 ▲0.8%19,4911.2%ETFXLCCommunication Services Select Sector SPDR Fund$2,739,708$7,716 ▲0.3%28,4051.2%ETFTSLATesla$2,721,698$71,010 ▲2.7%10,5021.2%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$2,667,457$94,868 ▲3.7%95,4031.1%ETFXLIIndustrial Select Sector SPDR Fund$2,658,448$1,180 ▼0.0%20,2831.1%ETFVVisa$2,577,909$32,592 ▲1.3%7,3561.1%Business ServicesPGProcter & Gamble$2,547,467$53,172 ▼-2.0%14,9481.1%Consumer StaplesNFLXNetflix$2,515,966$32,639 ▲1.3%2,6981.1%Consumer DiscretionaryIBMInternational Business Machines$2,423,691$14,671 ▲0.6%9,7471.0%Computer and TechnologyVZVerizon Communications$2,353,306$91,853 ▼-3.8%51,8811.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$2,235,917$51,094 ▼-2.2%28,3571.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,225,970$4,542 ▲0.2%11,2731.0%FinanceVOOVanguard S&P 500 ETF$2,050,5010.0%3,9900.9%ETFMCDMcDonald's$2,014,576$41,547 ▲2.1%6,4490.9%Retail/WholesaleUPSUnited Parcel Service$1,973,331$49,496 ▲2.6%17,9410.8%TransportationPTYPIMCO Corporate & Income Opportunity Fund$1,947,391$1,115,664 ▲134.1%134,6740.8%FinanceIVViShares Core S&P 500 ETF$1,813,633$23,597 ▼-1.3%3,2280.8%ETFCOSTCostco Wholesale$1,806,612$333,892 ▼-15.6%1,9100.8%Retail/WholesaleXLBMaterials Select Sector SPDR Fund$1,792,310$15,476 ▲0.9%20,8460.8%ETFUNHUnitedHealth Group$1,761,885$7,856 ▲0.4%3,3640.8%MedicalXLPConsumer Staples Select Sector SPDR Fund$1,742,924$7,024 ▲0.4%21,3410.7%ETFGOOGLAlphabet$1,741,799$48,710 ▲2.9%11,2640.7%Computer and TechnologyXOMExxon Mobil$1,715,659$11,060 ▲0.6%14,4260.7%EnergySCHWCharles Schwab$1,559,020$36,713 ▼-2.3%19,9160.7%FinanceCRWDCrowdStrike$1,532,665$15,161 ▲1.0%4,3470.7%Computer and TechnologyFDXFedEx$1,530,580$81,416 ▼-5.1%6,2790.7%TransportationGSThe Goldman Sachs Group$1,453,163$46,436 ▲3.3%2,6600.6%FinanceKOCoca-Cola$1,354,601$20,984 ▲1.6%18,9140.6%Consumer StaplesVGTVanguard Information Technology ETF$1,332,628$542 ▲0.0%2,4570.6%ETFLLYEli Lilly and Company$1,291,313$42,108 ▲3.4%1,5640.6%MedicalMSMorgan Stanley$1,272,268$5,600 ▼-0.4%10,9050.5%FinanceUBERUber Technologies$1,249,403$62,441 ▲5.3%17,1480.5%Computer and TechnologyAVGOBroadcom$1,181,444$2,846 ▼-0.2%7,0560.5%Computer and TechnologyPEPPepsiCo$1,151,965$3,898 ▼-0.3%7,6830.5%Consumer StaplesCSCOCisco Systems$1,147,302$201,852 ▲21.3%18,5920.5%Computer and TechnologyQCOMQUALCOMM$1,135,733$3,994 ▲0.4%7,3940.5%Computer and TechnologyAMDAdvanced Micro Devices$1,121,715$26,610 ▼-2.3%10,9180.5%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$1,101,209$22,556 ▼-2.0%26,3140.5%ETFABBVAbbVie$1,089,640$2,724 ▼-0.2%5,2010.5%MedicalBABoeing$1,070,372$114,951 ▲12.0%6,2760.5%AerospaceLOWLowe's Companies$1,059,239$11,427 ▲1.1%4,5420.5%Retail/WholesalePRUPrudential Financial$1,047,406$16,640 ▼-1.6%9,3790.4%FinanceQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$1,046,0450.0%8,6500.4%ManufacturingMRKMerck & Co., Inc.$1,018,833$2,962 ▲0.3%11,3510.4%MedicalAXPAmerican Express$934,548$20,714 ▲2.3%3,4740.4%FinanceCVXChevron$900,828$50,520 ▲5.9%5,3850.4%EnergySHOPShopify$871,828$16,232 ▼-1.8%9,1310.4%Computer and TechnologyPPLPPL$865,506$2,130 ▼-0.2%23,9690.4%UtilitiesPALANTIR TECHNOLOGIES INC$768,040$35,110 ▲4.8%9,1000.3%CL ATGTTarget$750,945$7,514 ▼-1.0%7,1960.3%Retail/WholesaleLMTLockheed Martin$749,949$19,653 ▲2.7%1,6790.3%AerospaceITWIllinois Tool Works$735,454$10,666 ▼-1.4%2,9650.3%IndustrialsNOWServiceNow$730,060$15,127 ▲2.1%9170.3%Computer and TechnologyNEENextEra Energy$725,946$19,567 ▼-2.6%10,2400.3%UtilitiesCRMSalesforce$707,707$65,484 ▲10.2%2,6370.3%Computer and TechnologyDISWalt Disney$690,471$1,480 ▼-0.2%6,9960.3%Consumer DiscretionaryCATCaterpillar$670,220$44,527 ▲7.1%2,0320.3%IndustrialsBACBank of America$668,893$7,052 ▲1.1%16,0290.3%FinanceSPOTSpotify Technology$649,035$13,751 ▲2.2%1,1800.3%Business ServicesRTXRTX$625,984$2,517 ▲0.4%4,7260.3%AerospacePMPhilip Morris International$624,6610.0%3,9350.3%Consumer StaplesADIAnalog Devices$613,259$23,796 ▼-3.7%3,0410.3%Computer and TechnologyADPAutomatic Data Processing$577,153$2,139 ▼-0.4%1,8890.2%Business ServicesWMWaste Management$576,376$926 ▲0.2%2,4900.2%Business ServicesMAMastercard$564,823$39,483 ▲7.5%1,0300.2%Business ServicesQQQInvesco QQQ$551,233$5,156 ▲0.9%1,1760.2%FinanceMMM3M$539,992$121,597 ▼-18.4%3,6770.2%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$538,063$28,651 ▼-5.1%9,2210.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$537,331$2,806 ▼-0.5%4,4040.2%ETFABTAbbott Laboratories$528,345$15,785 ▲3.1%3,9830.2%MedicalFCXFreeport-McMoRan$527,299$8,140 ▼-1.5%13,9280.2%Basic MaterialsSPYSPDR S&P 500 ETF Trust$506,248$11,188 ▼-2.2%9050.2%FinanceHONHoneywell International$497,542$5,716 ▼-1.1%2,3500.2%Multi-Sector ConglomeratesGDGeneral Dynamics$458,099$9,266 ▼-2.0%1,6810.2%AerospaceHDViShares Core High Dividend ETF$454,2000.0%3,7500.2%ETFWFCWells Fargo & Company$454,182$10,552 ▲2.4%6,3270.2%FinanceCLXClorox$439,541$8,540 ▼-1.9%2,9850.2%Consumer StaplesCOFCapital One Financial$432,915$35,688 ▼-7.6%2,4140.2%FinanceKMBKimberly-Clark$428,420$23,754 ▼-5.3%3,0120.2%Consumer StaplesVTIVanguard Total Stock Market ETF$426,2770.0%1,5510.2%ETFAMGNAmgen$424,335$623 ▼-0.1%1,3620.2%MedicalKHCKraft Heinz$414,7930.0%13,6310.2%Consumer StaplesMOAltria Group$413,993$9,723 ▲2.4%6,8980.2%Consumer StaplesVUGVanguard Growth ETF$393,0690.0%1,0600.2%ETFVRTXVertex Pharmaceuticals$389,310$485 ▲0.1%8030.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
