Zullo Investment Group, Inc. Top Holdings and 13F Report (2026) About Zullo Investment Group, Inc.Investment ActivityZullo 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 $40,505,017NVIDIA $21,768,555Microsoft $13,162,906Technology Select Sector SPDR Fund $9,047,901Amazon.com $8,712,142 Largest New Holdings this Quarter 78470P408 - SPDR SSGA US Sector Rotation ETF $798,891 Holding49456B101 - Kinder Morgan $225,610 Holding038222105 - Applied Materials $220,144 Holding025537101 - American Electric Power $216,305 Holding464287408 - 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 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$40,505,017$440,327 ▼-1.1%159,60015.4%Computer and TechnologyNVDANVIDIA$21,768,555$998,097 ▼-4.4%124,8198.3%Computer and TechnologyMSFTMicrosoft$13,162,906$952,820 ▲7.8%35,5595.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$9,047,901$360,826 ▲4.2%68,0803.4%ETFAMZNAmazon.com$8,712,142$7,081 ▼-0.1%41,8313.3%Retail/WholesaleMETAMeta Platforms$7,406,644$46,345 ▼-0.6%12,9452.8%Computer and TechnologyJPMJPMorgan Chase & Co.$6,099,376$58,246 ▲1.0%20,7342.3%FinanceXLFFinancial Select Sector SPDR Fund$5,289,746$80,622 ▲1.5%107,1442.0%ETFGOOGAlphabet$5,170,784$183,021 ▼-3.4%18,0252.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$4,157,373$421,287 ▲11.3%67,8641.6%ETFTSLATesla$3,759,880$271,378 ▼-6.7%10,1141.4%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$3,671,003$356,872 ▲10.8%119,6541.4%ETFGOOGLAlphabet$3,621,155$248,753 ▲7.4%12,5921.4%Computer and TechnologyWALMART INC$3,585,620$18,766 ▲0.5%28,8511.4%COMXLIIndustrial Select Sector SPDR Fund$3,532,546$133,914 ▲3.9%21,8421.3%ETFXLCCommunication Services Select Sector SPDR Fund$3,410,365$133,368 ▲4.1%30,7621.3%ETFJNJJohnson & Johnson$3,312,500$75,045 ▲2.3%13,5511.3%MedicalXLVHealth Care Select Sector SPDR Fund$3,076,566$147,641 ▲5.0%20,9841.2%ETFXLUUtilities Select Sector SPDR Fund$2,862,251$99,077 ▲3.6%62,3721.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,668,100$129,798 ▲5.1%24,4821.0%FinanceNFLXNetflix$2,618,261$39,518 ▼-1.5%27,2311.0%Consumer DiscretionaryHDHome Depot$2,612,363$19,736 ▲0.8%7,9421.0%Retail/WholesaleVOOVanguard S&P 500 ETF$2,384,2250.0%3,9900.9%ETFPGProcter & Gamble$2,353,770$191,393 ▲8.9%16,2950.9%Consumer StaplesBRK.BBerkshire Hathaway$2,270,302$8,627 ▲0.4%4,7370.9%FinanceXLBMaterials Select Sector SPDR Fund$2,270,229$80,703 ▲3.7%45,4310.9%ETFGSThe Goldman Sachs Group$2,226,753$16,921 ▲0.8%2,6320.8%FinanceVVisa$2,208,945$6,348 ▼-0.3%7,3080.8%Business ServicesAMDAdvanced Micro Devices$2,181,787$23,191 ▼-1.1%10,7250.8%Computer and TechnologyAVGOBroadcom$2,144,507$109,578 ▼-4.9%6,9280.8%Computer and TechnologyVZVerizon Communications$2,142,236$57,027 ▼-2.6%42,6740.8%Computer and TechnologyFDXFedEx$2,120,352$48,085 ▲2.3%5,9530.8%TransportationMCDMcDonald's$2,096,289$74,279 ▲3.7%6,7450.8%Retail/WholesaleXLPConsumer Staples Select Sector SPDR Fund$1,981,796$99,606 ▲5.3%24,1740.8%ETFIVViShares Core S&P 500 ETF$1,978,694$15,678 ▲0.8%3,0290.8%ETFCOSTCostco Wholesale$1,955,447$9,967 ▲0.5%1,9620.7%Retail/WholesaleSCHWCharles Schwab$1,767,497$48,964 ▼-2.7%18,8070.7%FinanceMSMorgan Stanley$1,762,616$24,028 ▲1.4%10,7100.7%FinanceCRWDCrowdStrike$1,692,818$3,514 ▼-0.2%4,3360.6%Computer and TechnologyVGTVanguard Information Technology ETF$1,661,969$60,004 ▼-3.5%2,3820.6%ETFLLYEli Lilly and Company$1,614,310$37,713 ▲2.4%1,7550.6%MedicalPTYPimco Corporate & Income Opportunity Fund$1,555,346$133,396 ▼-7.9%128,9670.6%FinanceUPSUnited Parcel Service$1,537,169$7,871 ▲0.5%15,6240.6%TransportationCATCaterpillar$1,383,973$1,417 ▲0.1%1,9530.5%IndustrialsMRKMerck & Co., Inc.$1,337,949$9,985 ▲0.8%11,1220.5%MedicalCVXChevron$1,326,963$122,702 ▲10.2%6,4130.5%EnergyCSCOCisco Systems$1,309,576$16,604 ▼-1.3%16,8780.5%Computer and TechnologyBABoeing$1,286,331$18,112 ▲1.4%6,4630.5%AerospaceXOMExxonMobil$1,253,086$63,460 ▲5.3%7,3850.5%EnergyABBVAbbVie$1,207,498$11,529 ▼-0.9%5,5510.5%MedicalSTXSeagate Technology$1,173,7130.0%2,9960.4%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$1,148,135$89,625 ▲8.5%28,1190.4%ETFPALANTIR TECHNOLOGIES INC$1,134,109$154,033 ▼-12.0%7,7530.4%CL AIBMInternational Business Machines$1,134,003$37,089 ▲3.4%4,6780.4%Computer and TechnologyPEPPepsiCo$1,099,010$10,249 ▼-0.9%7,0770.4%Consumer StaplesQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$1,098,3210.0%8,6500.4%ManufacturingLMTLockheed Martin$1,072,412$67,101 ▲6.7%1,7740.4%AerospaceLOWLowe's Companies$1,043,988$11,815 ▲1.1%4,4180.4%Retail/WholesaleUNHUnitedHealth Group$1,012,821$53,577 ▲5.6%3,7430.4%MedicalSHOPIFY INC$1,001,153$12,099 ▲1.2%8,4400.4%CL A SUB VTG SHSUBERUber Technologies$977,169$87,539 ▼-8.2%13,5850.4%Computer and TechnologyPPLPPL$908,660$4,584 ▼-0.5%23,7860.3%UtilitiesRTXRTX$905,395$16,784 ▲1.9%4,6930.3%AerospaceQCOMQualcomm$893,011$21,765 ▲2.5%6,9340.3%Computer and TechnologyADIAnalog Devices$877,951$6,682 ▼-0.8%2,7590.3%Computer and TechnologyNEENextEra Energy$861,098$18,948 ▼-2.2%9,2710.3%UtilitiesMUMicron Technology$856,822$48,990 ▲6.1%2,5360.3%Computer and TechnologyFCXFreeport-McMoRan$847,996$21,808 ▼-2.5%14,4260.3%Basic MaterialsPRUPrudential Financial$834,518$19,539 ▼-2.3%8,5420.3%FinanceXLSRSPDR SSGA US Sector Rotation ETF$798,891$798,891 ▲New Holding13,8360.3%ETFBACBank of America$778,150$2,779 ▲0.4%15,9620.3%FinanceITWIllinois Tool Works$718,802$4,686 ▼-0.6%2,7610.3%IndustrialsQQQInvesco QQQ$696,044$71,626 ▲11.5%1,2050.3%FinanceKOCocaCola$693,438$14,754 ▲2.2%9,1180.3%Consumer StaplesLAM RESEARCH CORP$675,377$5,557 ▲0.8%3,1600.3%COM NEWSPYSPDR S&P 500 ETF Trust$656,843$78,041 ▲13.5%1,0100.2%FinancePMPhilip Morris International$654,9720.0%3,9610.2%Consumer StaplesTGTTarget$650,174$64,363 ▲11.0%5,3640.2%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$621,647$2,991 ▲0.5%4,3640.2%ETFCRMSalesforce$616,429$64,966 ▲11.8%3,3020.2%Computer and TechnologySPOTSpotify Technology$608,077$26,670 ▲4.6%1,2540.2%Computer and TechnologyCCitigroup$601,261$681 ▲0.1%5,3010.2%Financial ServicesIJHiShares Core S&P Mid-Cap ETF$597,401$1,756 ▲0.3%8,8460.2%ETFMAMastercard$566,616$9,993 ▲1.8%1,1340.2%Business ServicesGDGeneral Dynamics$557,4590.0%1,6240.2%AerospaceWMWaste Management$547,099$9,885 ▼-1.8%2,3800.2%Business ServicesLHXL3Harris Technologies$544,1600.0%1,5760.2%AerospaceDISWalt Disney$541,759$12,722 ▲2.4%5,6210.2%Consumer DiscretionaryNOWServiceNow$526,827$74,335 ▲16.4%5,0390.2%Computer and TechnologyMMM3M$524,567$2,034 ▲0.4%3,6110.2%Multi-Sector ConglomeratesAXPAmerican Express$512,451$7,865 ▼-1.5%1,6940.2%FinanceHDViShares Core High Dividend ETF$508,9500.0%3,7500.2%ETFVTIVanguard Total Stock Market ETF$497,5760.0%1,5510.2%ETFWFCWells Fargo & Company$472,824$11,225 ▼-2.3%5,9390.2%FinanceHONHoneywell International$472,300$7,009 ▼-1.5%2,0890.2%Multi-Sector ConglomeratesMOAltria Group$469,483$1,782 ▲0.4%7,1140.2%Consumer StaplesMPCMarathon Petroleum$469,3140.0%1,9220.2%EnergyVUGVanguard Growth ETF$465,1810.0%1,0650.2%ETFCMICummins$459,706$17,226 ▲3.9%8540.2%Auto/Tires/TrucksCOFCapital One Financial$438,794$4,379 ▲1.0%2,4050.2%FinanceShowing 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 Email Me a Login Link 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.
