Zullo Investment Group, Inc. Top Holdings and 13F Report (2026)

About Zullo Investment Group, Inc.

Investment Activity

Zullo Investment Group, Inc. has $263.51 million in total holdings as of March 31, 2026.
Zullo Investment Group, Inc. owns shares of 158 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 2.96% of the portfolio was purchased this quarter.
About 1.70% of the portfolio was sold this quarter.
This quarter, Zullo Investment Group, Inc. has purchased 154 new stocks and bought additional shares in 78 stocks.
Zullo Investment Group, Inc. sold shares of 51 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $40,505,017
NVIDIA: $21,768,555
Microsoft: $13,162,906
Technology Select Sector SPDR Fund: $9,047,901
Amazon.com: $8,712,142

Largest New Holdings this Quarter

78470P408 - SPDR SSGA US Sector Rotation ETF: $798,891 Holding
49456B101 - Kinder Morgan: $225,610 Holding
038222105 - Applied Materials: $220,144 Holding
025537101 - American Electric Power: $216,305 Holding
464287408 - iShares S&P 500 Value ETF: $216,218 Holding

Largest Purchases this Quarter

Microsoft: 2,574 shares (about $952.82K)
SPDR SSGA US Sector Rotation ETF: 13,836 shares (about $798.89K)
Energy Select Sector SPDR Fund: 6,877 shares (about $421.29K)
Technology Select Sector SPDR Fund: 2,715 shares (about $360.83K)
Schwab US Dividend Equity ETF: 11,632 shares (about $356.87K)

Largest Sales this Quarter

NVIDIA: 5,723 shares (about $998.10K)
Apple: 1,735 shares (about $440.33K)
Tesla: 730 shares (about $271.38K)
Alphabet: 638 shares (about $183.02K)
PALANTIR TECHNOLOGIES INC: 1,053 shares (about $154.03K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$40,505,017	$440,327 â–¼	-1.1%	159,600	15.4%	Computer and Technology
NVDA NVIDIA	$21,768,555	$998,097 â–¼	-4.4%	124,819	8.3%	Computer and Technology
MSFT Microsoft	$13,162,906	$952,820 â–²	7.8%	35,559	5.0%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$9,047,901	$360,826 â–²	4.2%	68,080	3.4%	ETF
AMZN Amazon.com	$8,712,142	$7,081 â–¼	-0.1%	41,831	3.3%	Retail/Wholesale
META Meta Platforms	$7,406,644	$46,345 â–¼	-0.6%	12,945	2.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$6,099,376	$58,246 â–²	1.0%	20,734	2.3%	Finance
XLF Financial Select Sector SPDR Fund	$5,289,746	$80,622 â–²	1.5%	107,144	2.0%	ETF
GOOG Alphabet	$5,170,784	$183,021 â–¼	-3.4%	18,025	2.0%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$4,157,373	$421,287 â–²	11.3%	67,864	1.6%	ETF
TSLA Tesla	$3,759,880	$271,378 â–¼	-6.7%	10,114	1.4%	Auto/Tires/Trucks
SCHD Schwab US Dividend Equity ETF	$3,671,003	$356,872 â–²	10.8%	119,654	1.4%	ETF
GOOGL Alphabet	$3,621,155	$248,753 â–²	7.4%	12,592	1.4%	Computer and Technology
WALMART INC	$3,585,620	$18,766 â–²	0.5%	28,851	1.4%	COM
XLI Industrial Select Sector SPDR Fund	$3,532,546	$133,914 â–²	3.9%	21,842	1.3%	ETF
XLC Communication Services Select Sector SPDR Fund	$3,410,365	$133,368 â–²	4.1%	30,762	1.3%	ETF
JNJ Johnson & Johnson	$3,312,500	$75,045 â–²	2.3%	13,551	1.3%	Medical
XLV Health Care Select Sector SPDR Fund	$3,076,566	$147,641 â–²	5.0%	20,984	1.2%	ETF
XLU Utilities Select Sector SPDR Fund	$2,862,251	$99,077 â–²	3.6%	62,372	1.1%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$2,668,100	$129,798 â–²	5.1%	24,482	1.0%	Finance
NFLX Netflix	$2,618,261	$39,518 â–¼	-1.5%	27,231	1.0%	Consumer Discretionary
HD Home Depot	$2,612,363	$19,736 â–²	0.8%	7,942	1.0%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$2,384,225		0.0%	3,990	0.9%	ETF
PG Procter & Gamble	$2,353,770	$191,393 â–²	8.9%	16,295	0.9%	Consumer Staples
BRK.B Berkshire Hathaway	$2,270,302	$8,627 â–²	0.4%	4,737	0.9%	Finance
XLB Materials Select Sector SPDR Fund	$2,270,229	$80,703 â–²	3.7%	45,431	0.9%	ETF
GS The Goldman Sachs Group	$2,226,753	$16,921 â–²	0.8%	2,632	0.8%	Finance
V Visa	$2,208,945	$6,348 â–¼	-0.3%	7,308	0.8%	Business Services
AMD Advanced Micro Devices	$2,181,787	$23,191 â–¼	-1.1%	10,725	0.8%	Computer and Technology
AVGO Broadcom	$2,144,507	$109,578 â–¼	-4.9%	6,928	0.8%	Computer and Technology
VZ Verizon Communications	$2,142,236	$57,027 â–¼	-2.6%	42,674	0.8%	Computer and Technology
FDX FedEx	$2,120,352	$48,085 â–²	2.3%	5,953	0.8%	Transportation
MCD McDonald's	$2,096,289	$74,279 â–²	3.7%	6,745	0.8%	Retail/Wholesale
XLP Consumer Staples Select Sector SPDR Fund	$1,981,796	$99,606 â–²	5.3%	24,174	0.8%	ETF
IVV iShares Core S&P 500 ETF	$1,978,694	$15,678 â–²	0.8%	3,029	0.8%	ETF
COST Costco Wholesale	$1,955,447	$9,967 â–²	0.5%	1,962	0.7%	Retail/Wholesale
SCHW Charles Schwab	$1,767,497	$48,964 â–¼	-2.7%	18,807	0.7%	Finance
MS Morgan Stanley	$1,762,616	$24,028 â–²	1.4%	10,710	0.7%	Finance
CRWD CrowdStrike	$1,692,818	$3,514 â–¼	-0.2%	4,336	0.6%	Computer and Technology
VGT Vanguard Information Technology ETF	$1,661,969	$60,004 â–¼	-3.5%	2,382	0.6%	ETF
LLY Eli Lilly and Company	$1,614,310	$37,713 â–²	2.4%	1,755	0.6%	Medical
PTY Pimco Corporate & Income Opportunity Fund	$1,555,346	$133,396 â–¼	-7.9%	128,967	0.6%	Finance
UPS United Parcel Service	$1,537,169	$7,871 â–²	0.5%	15,624	0.6%	Transportation
CAT Caterpillar	$1,383,973	$1,417 â–²	0.1%	1,953	0.5%	Industrials
MRK Merck & Co., Inc.	$1,337,949	$9,985 â–²	0.8%	11,122	0.5%	Medical
CVX Chevron	$1,326,963	$122,702 â–²	10.2%	6,413	0.5%	Energy
CSCO Cisco Systems	$1,309,576	$16,604 â–¼	-1.3%	16,878	0.5%	Computer and Technology
BA Boeing	$1,286,331	$18,112 â–²	1.4%	6,463	0.5%	Aerospace
XOM ExxonMobil	$1,253,086	$63,460 â–²	5.3%	7,385	0.5%	Energy
ABBV AbbVie	$1,207,498	$11,529 â–¼	-0.9%	5,551	0.5%	Medical
STX Seagate Technology	$1,173,713		0.0%	2,996	0.4%	Computer and Technology
XLRE Real Estate Select Sector SPDR Fund	$1,148,135	$89,625 â–²	8.5%	28,119	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$1,134,109	$154,033 â–¼	-12.0%	7,753	0.4%	CL A
IBM International Business Machines	$1,134,003	$37,089 â–²	3.4%	4,678	0.4%	Computer and Technology
PEP PepsiCo	$1,099,010	$10,249 â–¼	-0.9%	7,077	0.4%	Consumer Staples
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund	$1,098,321		0.0%	8,650	0.4%	Manufacturing
LMT Lockheed Martin	$1,072,412	$67,101 â–²	6.7%	1,774	0.4%	Aerospace
LOW Lowe's Companies	$1,043,988	$11,815 â–²	1.1%	4,418	0.4%	Retail/Wholesale
UNH UnitedHealth Group	$1,012,821	$53,577 â–²	5.6%	3,743	0.4%	Medical
SHOPIFY INC	$1,001,153	$12,099 â–²	1.2%	8,440	0.4%	CL A SUB VTG SHS
UBER Uber Technologies	$977,169	$87,539 â–¼	-8.2%	13,585	0.4%	Computer and Technology
PPL PPL	$908,660	$4,584 â–¼	-0.5%	23,786	0.3%	Utilities
RTX RTX	$905,395	$16,784 â–²	1.9%	4,693	0.3%	Aerospace
QCOM Qualcomm	$893,011	$21,765 â–²	2.5%	6,934	0.3%	Computer and Technology
ADI Analog Devices	$877,951	$6,682 â–¼	-0.8%	2,759	0.3%	Computer and Technology
NEE NextEra Energy	$861,098	$18,948 â–¼	-2.2%	9,271	0.3%	Utilities
MU Micron Technology	$856,822	$48,990 â–²	6.1%	2,536	0.3%	Computer and Technology
FCX Freeport-McMoRan	$847,996	$21,808 â–¼	-2.5%	14,426	0.3%	Basic Materials
PRU Prudential Financial	$834,518	$19,539 â–¼	-2.3%	8,542	0.3%	Finance
XLSR SPDR SSGA US Sector Rotation ETF	$798,891	$798,891 â–²	New Holding	13,836	0.3%	ETF
BAC Bank of America	$778,150	$2,779 â–²	0.4%	15,962	0.3%	Finance
ITW Illinois Tool Works	$718,802	$4,686 â–¼	-0.6%	2,761	0.3%	Industrials
QQQ Invesco QQQ	$696,044	$71,626 â–²	11.5%	1,205	0.3%	Finance
KO CocaCola	$693,438	$14,754 â–²	2.2%	9,118	0.3%	Consumer Staples
LAM RESEARCH CORP	$675,377	$5,557 â–²	0.8%	3,160	0.3%	COM NEW
SPY SPDR S&P 500 ETF Trust	$656,843	$78,041 â–²	13.5%	1,010	0.2%	Finance
PM Philip Morris International	$654,972		0.0%	3,961	0.2%	Consumer Staples
TGT Target	$650,174	$64,363 â–²	11.0%	5,364	0.2%	Retail/Wholesale
ITOT iShares Core S&P Total U.S. Stock Market ETF	$621,647	$2,991 â–²	0.5%	4,364	0.2%	ETF
CRM Salesforce	$616,429	$64,966 â–²	11.8%	3,302	0.2%	Computer and Technology
SPOT Spotify Technology	$608,077	$26,670 â–²	4.6%	1,254	0.2%	Computer and Technology
C Citigroup	$601,261	$681 â–²	0.1%	5,301	0.2%	Financial Services
IJH iShares Core S&P Mid-Cap ETF	$597,401	$1,756 â–²	0.3%	8,846	0.2%	ETF
MA Mastercard	$566,616	$9,993 â–²	1.8%	1,134	0.2%	Business Services
GD General Dynamics	$557,459		0.0%	1,624	0.2%	Aerospace
WM Waste Management	$547,099	$9,885 â–¼	-1.8%	2,380	0.2%	Business Services
LHX L3Harris Technologies	$544,160		0.0%	1,576	0.2%	Aerospace
DIS Walt Disney	$541,759	$12,722 â–²	2.4%	5,621	0.2%	Consumer Discretionary
NOW ServiceNow	$526,827	$74,335 â–²	16.4%	5,039	0.2%	Computer and Technology
MMM 3M	$524,567	$2,034 â–²	0.4%	3,611	0.2%	Multi-Sector Conglomerates
AXP American Express	$512,451	$7,865 â–¼	-1.5%	1,694	0.2%	Finance
HDV iShares Core High Dividend ETF	$508,950		0.0%	3,750	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$497,576		0.0%	1,551	0.2%	ETF
WFC Wells Fargo & Company	$472,824	$11,225 â–¼	-2.3%	5,939	0.2%	Finance
HON Honeywell International	$472,300	$7,009 â–¼	-1.5%	2,089	0.2%	Multi-Sector Conglomerates
MO Altria Group	$469,483	$1,782 â–²	0.4%	7,114	0.2%	Consumer Staples
MPC Marathon Petroleum	$469,314		0.0%	1,922	0.2%	Energy
VUG Vanguard Growth ETF	$465,181		0.0%	1,065	0.2%	ETF
CMI Cummins	$459,706	$17,226 â–²	3.9%	854	0.2%	Auto/Tires/Trucks
COF Capital One Financial	$438,794	$4,379 â–²	1.0%	2,405	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Zullo Investment Group, Inc. Top Holdings and 13F Report (2026)

About Zullo Investment Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Zullo Investment Group, Inc. Top Holdings and 13F Report (2026)

About Zullo Investment Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofZullo Investment Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools