Zullo Investment Group, Inc. Top Holdings and 13F Report (2023)

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About Zullo Investment Group, Inc.

Investment Activity

Zullo Investment Group, Inc. has $213.36 million in total holdings as of December 31, 2022.
Zullo Investment Group, Inc. owns shares of 154 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 2.87% of the portfolio was purchased this quarter.
About 1.44% of the portfolio was sold this quarter.
This quarter, Zullo Investment Group, Inc. has purchased 150 new stocks and bought additional shares in 86 stocks.
Zullo Investment Group, Inc. sold shares of 43 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $29,468,354
Microsoft: $14,329,924
NVIDIA: $11,643,291
Amazon.com: $8,230,379
Technology Select Sector SPDR Fund: $6,834,943

Largest New Holdings this Quarter

W.W. Grainger: $250,581 Holding
Cummins: $231,894 Holding
Chubb: $218,447 Holding
Martin Marietta Materials: $217,335 Holding
Palantir Technologies: $216,179 Holding

Largest Purchases this Quarter

Walmart: 26,426 shares (about $1.59M)
iShares Core S&P Mid-Cap ETF: 8,575 shares (about $520.85K)
W.W. Grainger: 246 shares (about $250.58K)
Cummins: 787 shares (about $231.89K)
Chubb: 843 shares (about $218.45K)

Largest Sales this Quarter

NVIDIA: 1,218 shares (about $1.10M)
Meta Platforms: 905 shares (about $439.46K)
Uber Technologies: 2,726 shares (about $209.87K)
Alphabet: 1,137 shares (about $173.12K)
Pfizer: 5,907 shares (about $163.92K)

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	$29,468,354	$201,489 ▲	0.7%	171,847	13.8%	Computer and Technology
MSFT Microsoft	$14,329,924	$74,048 ▲	0.5%	34,060	6.7%	Computer and Technology
NVDA NVIDIA	$11,643,291	$1,100,538 ▼	-8.6%	12,886	5.5%	Computer and Technology
AMZN Amazon.com	$8,230,379	$180 ▲	0.0%	45,628	3.9%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$6,834,943	$29,158 ▲	0.4%	32,817	3.2%	ETF
META Meta Platforms	$6,486,540	$439,461 ▼	-6.3%	13,358	3.0%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$4,411,573	$41,025 ▲	0.9%	104,738	2.1%	ETF
JPM JPMorgan Chase & Co.	$4,078,590	$21,232 ▲	0.5%	20,362	1.9%	Finance
BRK.A Berkshire Hathaway	$3,172,200		0.0%	5	1.5%	Finance
HD Home Depot	$3,135,366	$7,672 ▲	0.2%	8,173	1.5%	Retail/Wholesale
GOOG Alphabet	$2,927,655	$173,120 ▼	-5.6%	19,228	1.4%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$2,832,368	$111,690 ▲	4.1%	30,000	1.3%	ETF
XLV Health Care Select Sector SPDR Fund	$2,786,878	$73,129 ▲	2.7%	18,864	1.3%	ETF
JNJ Johnson & Johnson	$2,784,375	$50,148 ▲	1.8%	17,601	1.3%	Medical
SCHD Schwab US Dividend Equity ETF	$2,637,660	$56,361 ▲	2.2%	32,713	1.2%	ETF
UPS United Parcel Service	$2,606,994	$154,725 ▲	6.3%	17,540	1.2%	Transportation
XLI Industrial Select Sector SPDR Fund	$2,535,526	$46,859 ▲	1.9%	20,129	1.2%	ETF
PG Procter & Gamble	$2,468,852	$15,414 ▲	0.6%	15,216	1.2%	Consumer Staples
BRK.B Berkshire Hathaway	$2,416,599	$1,262 ▲	0.1%	5,746	1.1%	Finance
WMT Walmart	$2,374,999	$1,590,072 ▲	202.6%	39,471	1.1%	Retail/Wholesale
XLC Communication Services Select Sector SPDR Fund	$2,364,883	$50,793 ▲	2.2%	28,960	1.1%	ETF
VZ Verizon Communications	$2,286,971	$79,221 ▲	3.6%	54,503	1.1%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$2,062,152	$51,673 ▲	2.6%	11,214	1.0%	Finance
VOO Vanguard S&P 500 ETF	$2,014,614		0.0%	4,191	0.9%	ETF
V Visa	$1,980,169	$8,931 ▲	0.5%	7,095	0.9%	Business Services
IBM International Business Machines	$1,903,756	$6,493 ▲	0.3%	9,969	0.9%	Computer and Technology
XLU Utilities Select Sector SPDR Fund	$1,890,241	$22,387 ▲	1.2%	28,792	0.9%	ETF
AMD Advanced Micro Devices	$1,888,106	$28,156 ▲	1.5%	10,461	0.9%	Computer and Technology
XLB Materials Select Sector SPDR Fund	$1,850,452	$58,988 ▲	3.3%	19,920	0.9%	ETF
MCD McDonald's	$1,771,274	$34,681 ▼	-1.9%	6,282	0.8%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$1,746,324	$3,155 ▼	-0.2%	3,321	0.8%	ETF
TSLA Tesla	$1,745,946	$56,780 ▲	3.4%	9,932	0.8%	Auto/Tires/Trucks
FDX FedEx	$1,677,176	$19,414 ▲	1.2%	5,788	0.8%	Transportation
GOOGL Alphabet	$1,661,437	$90,105 ▲	5.7%	11,008	0.8%	Computer and Technology
NFLX Netflix	$1,639,184		0.0%	2,699	0.8%	Consumer Discretionary
COST Costco Wholesale	$1,638,649	$13,191 ▲	0.8%	2,236	0.8%	Retail/Wholesale
UNH UnitedHealth Group	$1,616,696	$22,756 ▲	1.4%	3,268	0.8%	Medical
XOM Exxon Mobil	$1,562,726	$4,069 ▼	-0.3%	13,443	0.7%	Oils/Energy
XLP Consumer Staples Select Sector SPDR Fund	$1,559,454	$30,392 ▲	2.0%	20,422	0.7%	ETF
MRK Merck & Co., Inc.	$1,513,354	$6,334 ▲	0.4%	11,469	0.7%	Medical
SCHW Charles Schwab	$1,391,080	$18,013 ▲	1.3%	19,229	0.7%	Finance
PEP PepsiCo	$1,328,710	$5,600 ▲	0.4%	7,592	0.6%	Consumer Staples
CRWD CrowdStrike	$1,307,687	$23,082 ▲	1.8%	4,079	0.6%	Computer and Technology
VGT Vanguard Information Technology ETF	$1,298,790		0.0%	2,477	0.6%	ETF
BA Boeing	$1,258,874	$127,373 ▲	11.3%	6,523	0.6%	Aerospace
UBER Uber Technologies	$1,148,768	$209,875 ▼	-15.4%	14,921	0.5%	Computer and Technology
KO Coca-Cola	$1,136,010	$61 ▲	0.0%	18,568	0.5%	Consumer Staples
XLRE Real Estate Select Sector SPDR Fund	$1,128,044	$25,655 ▲	2.3%	28,536	0.5%	ETF
LLY Eli Lilly and Company	$1,127,265	$192,156 ▲	20.5%	1,449	0.5%	Medical
QCOM QUALCOMM	$1,125,822	$7,281 ▲	0.7%	6,649	0.5%	Computer and Technology
LOW Lowe's Companies	$1,112,914	$2,803 ▲	0.3%	4,368	0.5%	Retail/Wholesale
TGT Target	$1,107,666	$60,434 ▲	5.8%	6,250	0.5%	Retail/Wholesale
MS Morgan Stanley	$1,096,472	$25,237 ▼	-2.2%	11,644	0.5%	Finance
DIS Walt Disney	$1,095,117	$6,119 ▼	-0.6%	8,949	0.5%	Consumer Discretionary
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund	$1,071,735		0.0%	8,650	0.5%	Manufacturing
PRU Prudential Financial	$1,067,033	$18,434 ▲	1.8%	9,088	0.5%	Financial Services
GS The Goldman Sachs Group	$1,021,289	$28,404 ▼	-2.7%	2,445	0.5%	Finance
ABBV AbbVie	$945,334	$6,556 ▲	0.7%	5,191	0.4%	Medical
AVGO Broadcom	$928,045	$2,652 ▲	0.3%	700	0.4%	Computer and Technology
ITW Illinois Tool Works	$847,888	$8,589 ▼	-1.0%	3,159	0.4%	Industrial Products
NKE NIKE	$804,639	$33,930 ▼	-4.0%	8,561	0.4%	Consumer Discretionary
CSCO Cisco Systems	$773,666	$2,845 ▲	0.4%	15,501	0.4%	Computer and Technology
PPL PPL	$767,696	$12,306 ▼	-1.6%	27,885	0.4%	Utilities
SHOP Shopify	$753,565	$77,170 ▼	-9.3%	9,765	0.4%	Computer and Technology
NEE NextEra Energy	$722,716	$5,944 ▼	-0.8%	11,308	0.3%	Utilities
LMT Lockheed Martin	$718,120	$8,647 ▲	1.2%	1,578	0.3%	Aerospace
CVX Chevron	$714,888	$8,518 ▲	1.2%	4,532	0.3%	Oils/Energy
AXP American Express	$703,690	$17,535 ▲	2.6%	3,090	0.3%	Finance
CAT Caterpillar	$695,689	$21,259 ▲	3.2%	1,898	0.3%	Industrial Products
FCX Freeport-McMoRan	$664,259	$2,445 ▲	0.4%	14,127	0.3%	Basic Materials
IJH iShares Core S&P Mid-Cap ETF	$650,962	$520,855 ▲	400.3%	10,717	0.3%	ETF
CRM Salesforce	$646,935	$40,057 ▲	6.6%	2,148	0.3%	Computer and Technology
ADI Analog Devices	$643,813	$17,999 ▼	-2.7%	3,255	0.3%	Computer and Technology
NOW ServiceNow	$638,891	$3,812 ▼	-0.6%	838	0.3%	Computer and Technology
BAC Bank of America	$562,413	$15,889 ▼	-2.7%	14,831	0.3%	Finance
WM Waste Management	$552,430	$10,234 ▼	-1.8%	2,591	0.3%	Business Services
NUE Nucor	$547,076	$9,501 ▲	1.8%	2,764	0.3%	Basic Materials
ITOT iShares Core S&P Total U.S. Stock Market ETF	$545,794	$4,497 ▼	-0.8%	4,733	0.3%	ETF
QQQ Invesco QQQ	$545,782	$25,757 ▼	-4.5%	1,229	0.3%	Finance
GD General Dynamics	$542,375	$19,784 ▼	-3.5%	1,919	0.3%	Aerospace
HON Honeywell International	$536,260	$3,490 ▲	0.7%	2,612	0.3%	Multi-Sector Conglomerates
CLX Clorox	$525,933	$306 ▼	-0.1%	3,435	0.2%	Consumer Staples
RDVY First Trust Rising Dividend Achievers ETF	$520,031	$6,066 ▲	1.2%	9,258	0.2%	Manufacturing
KHC Kraft Heinz	$502,986	$37 ▲	0.0%	13,631	0.2%	Consumer Staples
MMM 3M	$487,543	$51,237 ▲	11.7%	4,596	0.2%	Multi-Sector Conglomerates
MCHP Microchip Technology	$484,894	$628 ▲	0.1%	5,405	0.2%	Computer and Technology
RTX RTX	$484,361	$5,852 ▲	1.2%	4,966	0.2%	Aerospace
SPY SPDR S&P 500 ETF Trust	$466,055	$1,569 ▼	-0.3%	891	0.2%	Finance
CMCSA Comcast	$456,871	$1,387 ▼	-0.3%	10,539	0.2%	Consumer Discretionary
ADP Automatic Data Processing	$455,276	$24,974 ▲	5.8%	1,823	0.2%	Business Services
ABT Abbott Laboratories	$454,299	$4,092 ▲	0.9%	3,997	0.2%	Medical
SBUX Starbucks	$443,322	$16,910 ▼	-3.7%	4,850	0.2%	Retail/Wholesale
KMB Kimberly-Clark	$433,956	$4,140 ▼	-0.9%	3,354	0.2%	Consumer Staples
HDV iShares Core High Dividend ETF	$413,288		0.0%	3,750	0.2%	ETF
COF Capital One Financial	$412,810	$1,787 ▲	0.4%	2,772	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$410,122	$1,559 ▲	0.4%	1,578	0.2%	ETF
IWM iShares Russell 2000 ETF	$408,403	$144,056 ▲	54.5%	1,942	0.2%	Finance
INTC Intel	$400,806	$10,380 ▲	2.7%	9,074	0.2%	Computer and Technology
ADBE Adobe	$398,634	$1,009 ▼	-0.3%	790	0.2%	Computer and Technology
MA Mastercard	$395,394	$9,150 ▲	2.4%	821	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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Zullo Investment Group, Inc. Top Holdings and 13F Report (2023)

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

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Zullo Investment Group, Inc. Top Holdings and 13F Report (2023)

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