Zullo Investment Group, Inc. Top Holdings and 13F Report (2025) About Zullo Investment Group, Inc.Investment ActivityZullo Investment Group, Inc. has $270.44 million in total holdings as of September 30, 2025.Zullo Investment Group, Inc. owns shares of 152 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 1.07% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Zullo Investment Group, Inc. has purchased 152 new stocks and bought additional shares in 73 stocks.Zullo Investment Group, Inc. sold shares of 48 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $41,219,062NVIDIA $24,595,837Microsoft $17,258,247Meta Platforms $9,787,839Technology Select Sector SPDR Fund $9,343,756 Largest New Holdings this Quarter 83406F102 - SoFi Technologies $237,780 Holding458140100 - Intel $225,481 Holding464288760 - iShares U.S. Aerospace & Defense ETF $201,432 Holding667340103 - Northwest Bancshares $200,941 Holding02074J501 - ALPHA COGNITION INC $126,945 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 10,684 shares (about $291.67K)SoFi Technologies 9,000 shares (about $237.78K)Intel 6,720 shares (about $225.48K)iShares U.S. Aerospace & Defense ETF 962 shares (about $201.43K)Northwest Bancshares 16,218 shares (about $200.94K) Largest Sales this Quarter NVIDIA 4,376 shares (about $816.48K)UnitedHealth Group 419 shares (about $144.73K)Meta Platforms 96 shares (about $70.51K)Apple 258 shares (about $65.70K)United Parcel Service 661 shares (about $55.21K) 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$41,219,062$65,695 ▼-0.2%161,87715.2%Computer and TechnologyNVDANVIDIA$24,595,837$816,484 ▼-3.2%131,8239.1%Computer and TechnologyMSFTMicrosoft$17,258,247$8,805 ▼-0.1%33,3196.4%Computer and TechnologyMETAMeta Platforms$9,787,839$70,506 ▼-0.7%13,3273.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$9,343,756$48,480 ▲0.5%33,1503.5%ETFAMZNAmazon.com$9,264,537$5,709 ▲0.1%42,1943.4%Retail/WholesaleJPMJPMorgan Chase & Co.$6,537,206$1,893 ▲0.0%20,7242.4%FinanceXLFFinancial Select Sector SPDR Fund$5,665,706$52,039 ▲0.9%105,1732.1%ETFTSLATesla$4,851,895$26,238 ▲0.5%10,9101.8%Auto/Tires/TrucksGOOGAlphabet$4,612,364$9,986 ▲0.2%18,9371.7%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$3,465,245$53,860 ▲1.6%29,2741.3%ETFNFLXNetflix$3,277,847$22,779 ▲0.7%2,7341.2%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$3,259,757$58,149 ▲1.8%21,1341.2%ETFHDHome Depot$3,179,466$2,026 ▼-0.1%7,8461.2%Retail/WholesaleWMTWalmart$2,982,9800.0%28,9441.1%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$2,943,883$291,675 ▲11.0%107,8341.1%ETFGOOGLAlphabet$2,861,767$42,303 ▲1.5%11,7711.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$2,806,215$54,878 ▲2.0%11,7101.0%FinanceXLEEnergy Select Sector SPDR Fund$2,773,599$92,200 ▲3.4%31,0451.0%ETFXLVHealth Care Select Sector SPDR Fund$2,739,788$40,917 ▲1.5%19,6861.0%ETFXLUUtilities Select Sector SPDR Fund$2,607,820$102,474 ▲4.1%29,9021.0%ETFJNJJohnson & Johnson$2,537,000$27,816 ▼-1.1%13,6810.9%MedicalVVisa$2,511,836$7,853 ▲0.3%7,3570.9%Business ServicesVOOVanguard S&P 500 ETF$2,443,3960.0%3,9900.9%ETFBRK.BBerkshire Hathaway$2,361,215$11,062 ▲0.5%4,6960.9%FinanceAVGOBroadcom$2,353,076$22,765 ▲1.0%7,1320.9%Computer and TechnologyPTYPimco Corporate & Income Opportunity Fund$2,315,866$67,868 ▲3.0%160,3780.9%FinancePGProcter & Gamble$2,315,054$5,224 ▲0.2%15,0670.9%Consumer StaplesGSThe Goldman Sachs Group$2,150,491$3,982 ▲0.2%2,7000.8%FinanceIVViShares Core S&P 500 ETF$2,149,744$6,695 ▼-0.3%3,2110.8%ETFCRWDCrowdStrike$2,128,740$12,750 ▼-0.6%4,3410.8%Computer and TechnologyVZVerizon Communications$2,077,876$14,592 ▲0.7%47,2770.8%Computer and TechnologyMCDMcDonald's$1,955,669$23,401 ▲1.2%6,4350.7%Retail/WholesaleXLBMaterials Select Sector SPDR Fund$1,918,191$54,580 ▲2.9%21,4030.7%ETFSCHWCharles Schwab$1,850,243$28,261 ▼-1.5%19,3790.7%FinanceAMDAdvanced Micro Devices$1,850,069$23,783 ▲1.3%11,4350.7%Computer and TechnologyVGTVanguard Information Technology ETF$1,842,6830.0%2,4680.7%ETFCOSTCostco Wholesale$1,784,433$2,778 ▲0.2%1,9270.7%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$1,772,009$68,968 ▲4.0%22,6100.7%ETFMSMorgan Stanley$1,706,832$6,836 ▼-0.4%10,7370.6%FinancePALANTIR TECHNOLOGIES INC$1,636,125$28,822 ▲1.8%8,9690.6%CL AUBERUber Technologies$1,571,929$3,429 ▲0.2%16,0450.6%Computer and TechnologyFDXFedEx$1,386,854$31,128 ▼-2.2%5,8810.5%TransportationBABoeing$1,378,938$7,770 ▲0.6%6,3890.5%AerospaceUPSUnited Parcel Service$1,354,977$55,215 ▼-3.9%16,2210.5%TransportationABBVAbbVie$1,318,324$28,020 ▲2.2%5,6930.5%MedicalIBMInternational Business Machines$1,300,419$6,491 ▲0.5%4,6080.5%Computer and TechnologyLLYEli Lilly and Company$1,295,848$37,395 ▲3.0%1,6980.5%MedicalSHOPIFY INC$1,245,352$13,821 ▲1.1%8,3800.5%CL A SUB VTG SHSUNHUnitedHealth Group$1,231,406$144,729 ▼-10.5%3,5650.5%MedicalCSCOCisco Systems$1,231,060$11,632 ▼-0.9%17,9920.5%Computer and TechnologyQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$1,220,6020.0%8,6500.5%ManufacturingQCOMQUALCOMM$1,185,055$2,995 ▲0.3%7,1220.4%Computer and TechnologyLOWLowe's Companies$1,129,653$8,798 ▼-0.8%4,4940.4%Retail/WholesaleXLREReal Estate Select Sector SPDR Fund$1,090,915$11,417 ▲1.1%25,8940.4%ETFPEPPepsiCo$1,026,722$19,664 ▼-1.9%7,3100.4%Consumer StaplesCATCaterpillar$1,001,528$6,683 ▲0.7%2,0980.4%IndustrialsMRKMerck & Co., Inc.$936,589$2,350 ▲0.3%11,1580.3%MedicalCVXChevron$917,107$58,552 ▲6.8%5,9050.3%EnergyPRUPrudential Financial$916,790$19,400 ▼-2.1%8,8370.3%FinancePPLPPL$906,515$15,831 ▲1.8%24,3940.3%UtilitiesLMTLockheed Martin$902,651$44,434 ▲5.2%1,8080.3%AerospaceNOWServiceNow$846,658$1,841 ▲0.2%9200.3%Computer and TechnologyBACBank of America$840,693$7,687 ▲0.9%16,2950.3%FinanceSPOTSpotify Technology$837,6000.0%1,2000.3%Computer and TechnologyRTXRTX$788,890$9,374 ▲1.2%4,7130.3%AerospaceXOMExxon Mobil$779,224$36,644 ▲4.9%6,9110.3%EnergyNEENextEra Energy$761,065$4,983 ▼-0.7%10,0810.3%UtilitiesITWIllinois Tool Works$743,534$24,254 ▼-3.2%2,8510.3%IndustrialsADIAnalog Devices$713,469$18,924 ▼-2.6%2,9030.3%Computer and TechnologyQQQInvesco QQQ$709,105$1,201 ▲0.2%1,1810.3%FinanceSTXSeagate Technology$707,2360.0%2,9960.3%Computer and TechnologyCRMSalesforce$681,815$11,142 ▲1.7%2,8760.3%Computer and TechnologyORCLOracle$663,238$844 ▼-0.1%2,3580.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$656,187$41,969 ▲6.8%9850.2%FinancePMPhilip Morris International$642,533$4,218 ▲0.7%3,9610.2%Consumer StaplesDISWalt Disney$639,137$8,704 ▼-1.3%5,5810.2%Consumer DiscretionaryKOCocaCola$635,933$12,204 ▼-1.9%9,5880.2%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$634,717$4,225 ▼-0.7%4,3570.2%ETFAXPAmerican Express$625,592$1,994 ▼-0.3%1,8820.2%FinanceMAMastercard$620,977$10,245 ▲1.7%1,0910.2%Business ServicesFCXFreeport-McMoRan$590,817$26,593 ▲4.7%15,0630.2%Basic MaterialsCOFCapital One Financial$582,520$1,063 ▲0.2%2,7400.2%FinanceMMM3M$579,513$2,483 ▲0.4%3,7340.2%Multi-Sector ConglomeratesIJHiShares Core S&P Mid-Cap ETF$575,548$20,427 ▼-3.4%8,8190.2%ETFTGTTarget$566,955$53,474 ▼-8.6%6,3190.2%Retail/WholesaleCCitigroup$564,333$6,193 ▲1.1%5,5590.2%Financial ServicesGDGeneral Dynamics$563,990$13,989 ▼-2.4%1,6530.2%AerospaceADPAutomatic Data Processing$540,930$7,925 ▼-1.4%1,8430.2%Computer and TechnologyWMWaste Management$534,878$16,121 ▼-2.9%2,4220.2%Business ServicesWFCWells Fargo & Company$531,532$10,228 ▲2.0%6,3400.2%FinanceLHXL3Harris Technologies$519,364$306 ▲0.1%1,7000.2%AerospaceABTAbbott Laboratories$517,544$4,286 ▼-0.8%3,8640.2%MedicalVUGVanguard Growth ETF$510,7850.0%1,0650.2%ETFVTIVanguard Total Stock Market ETF$508,9920.0%1,5510.2%ETFMOAltria Group$488,031$11,563 ▲2.4%7,3860.2%Consumer StaplesHONHoneywell International$468,459$22,528 ▼-4.6%2,2250.2%Multi-Sector ConglomeratesHDViShares Core High Dividend ETF$459,1880.0%3,7500.2%ETFRGTIRigetti Computing$457,813$31,816 ▲7.5%15,3680.2%Computer and TechnologyLAM RESEARCH CORP$421,0460.0%3,1440.2%COM NEWShowing 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. 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