Zullo Investment Group, Inc. Top Holdings and 13F Report (2026) About Zullo Investment Group, Inc.Investment ActivityZullo Investment Group, Inc. has $309.72 million in total holdings as of September 30, 2026.Zullo Investment Group, Inc. owns shares of 156 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 2.53% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Zullo Investment Group, Inc. has purchased 157 new stocks and bought additional shares in 61 stocks.Zullo Investment Group, Inc. sold shares of 70 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $52,273,014NVIDIA $28,040,648Microsoft $17,611,548Technology Select Sector SPDR Fund $12,529,165Amazon.com $10,127,449 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,204,232 Holding314352105 - FEDEX FGHT HLDG CO INC $303,639 Holding883556102 - Thermo Fisher Scientific $213,037 Holding92204A306 - Vanguard Energy ETF $207,453 Holding294429105 - Equifax $200,919 Holding Largest Purchases this Quarter CrowdStrike 12,835 shares (about $3.40M)EXXONMOBIL HOLDINGS CORP 7,399 shares (about $1.20M)SPACE EXPLORATION TECHN CORP 2,019 shares (about $304.59K)FEDEX FGHT HLDG CO INC 2,776 shares (about $303.64K)Micron Technology 244 shares (about $259.92K) Largest Sales this Quarter Microsoft 611 shares (about $313.38K)Apple 939 shares (about $312.71K)Technology Select Sector SPDR Fund 1,391 shares (about $272.29K)Pimco Corporate & Income Opportunity Fund 11,741 shares (about $129.27K)Alphabet 316 shares (about $107.68K) 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$52,273,014$312,707 ▼-0.6%156,96616.9%TechnologyNVDANVIDIA$28,040,648$31,745 ▼-0.1%122,7809.1%TechnologyMSFTMicrosoft$17,611,548$313,384 ▼-1.7%34,3375.7%TechnologyXLKTechnology Select Sector SPDR Fund$12,529,165$272,292 ▼-2.1%64,0054.0%ETFAMZNAmazon.com$10,127,449$98,663 ▼-1.0%40,6483.3%Consumer DiscretionaryMETAMeta Platforms$8,981,610$59,466 ▼-0.7%12,3852.9%Communication ServicesJPMJPMorgan Chase & Co.$6,595,918$11,910 ▼-0.2%19,9372.1%FinanceAMDAdvanced Micro Devices$6,488,938$20,188 ▼-0.3%10,6072.1%TechnologyGOOGAlphabet$5,904,825$107,676 ▼-1.8%17,3291.9%Communication ServicesXLFFinancial Select Sector SPDR Fund$5,624,848$32,200 ▲0.6%105,3341.8%ETFSCHDSchwab US Dividend Equity ETF$4,605,982$208,909 ▲4.8%141,5911.5%ETFCRWDCrowdStrike$4,557,936$3,398,066 ▲293.0%17,2161.5%TechnologyGOOGLAlphabet$4,035,046$4,129 ▼-0.1%11,7271.3%Communication ServicesXLEEnergy Select Sector SPDR Fund$3,990,995$48,093 ▲1.2%64,8941.3%ETFTSLATesla$3,559,099$32,288 ▼-0.9%10,0311.1%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$3,487,320$9,852 ▼-0.3%20,8841.1%ETFXLVHealth Care Select Sector SPDR Fund$3,477,276$36,380 ▲1.1%20,6461.1%ETFJNJJohnson & Johnson$3,429,111$37,860 ▼-1.1%12,9521.1%HealthcareXLCCommunication Services Select Sector SPDR Fund$3,146,789$33,180 ▲1.1%28,3571.0%ETFMUMicron Technology$2,860,134$259,915 ▲10.0%2,6850.9%TechnologyVOOVanguard S&P 500 ETF$2,813,9530.0%4,0150.9%ETFSTXSeagate Technology$2,767,942$4,612 ▲0.2%3,0010.9%TechnologyWALMART INC$2,765,976$144,347 ▲5.5%26,6160.9%COMVVisa$2,644,052$7,187 ▲0.3%7,3580.9%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,526,968$8,707 ▲0.3%23,2170.8%ETFAVGOBroadcom$2,440,618$10,537 ▲0.4%6,9490.8%TechnologyXLUUtilities Select Sector SPDR Fund$2,385,031$32,025 ▲1.4%60,4720.8%ETFVGTVanguard Information Technology ETF$2,337,588$11,436 ▼-0.5%18,6010.8%ETFIVViShares Core S&P 500 ETF$2,312,418$14,553 ▲0.6%3,0190.7%ETFBRK.BBerkshire Hathaway$2,308,840$1,494 ▲0.1%4,6360.7%FinanceHDHome Depot$2,217,976$18,208 ▲0.8%7,7960.7%Consumer DiscretionaryGSThe Goldman Sachs Group$2,215,632$21,616 ▲1.0%2,4600.7%FinanceXLBMaterials Select Sector SPDR Fund$2,128,496$27,759 ▲1.3%43,7060.7%ETFLLYEli Lilly and Company$2,116,114$42,832 ▲2.1%1,8280.7%HealthcarePGProcter & Gamble$2,066,339$36,320 ▼-1.7%14,2230.7%Consumer StaplesMSMorgan Stanley$1,956,172$23,700 ▼-1.2%10,4000.6%FinanceXLPConsumer Staples Select Sector SPDR Fund$1,923,058$36,190 ▲1.9%23,8590.6%ETFNFLXNetflix$1,883,113$27,275 ▼-1.4%27,0640.6%Communication ServicesVZVerizon Communications$1,870,704$26,146 ▼-1.4%40,7820.6%Communication ServicesCOSTCostco Wholesale$1,782,581$910 ▼-0.1%1,9580.6%Consumer StaplesSCHWCharles Schwab$1,742,173$2,150 ▲0.1%17,8240.6%FinanceCSCOCisco Systems$1,698,242$8,826 ▼-0.5%15,7780.5%TechnologyFDXFedEx$1,653,217$570 ▼0.0%5,7980.5%IndustrialsCATCaterpillar$1,598,813$19,468 ▲1.2%1,9710.5%IndustrialsPALANTIR TECHNOLOGIES INC$1,529,508$35,727 ▲2.4%8,1770.5%CL AMRKMerck & Co., Inc.$1,505,906$4,795 ▼-0.3%10,3630.5%HealthcareABBVAbbVie$1,468,539$18,576 ▲1.3%5,6130.5%HealthcareMCDMcDonald's$1,453,880$54,737 ▼-3.6%6,2950.5%Consumer DiscretionaryUPSUnited Parcel Service$1,440,942$7,849 ▼-0.5%15,4210.5%IndustrialsQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$1,407,6150.0%8,6500.5%ETFUNHUnitedHealth Group$1,353,773$9,179 ▼-0.7%3,6870.4%HealthcareCVXChevron$1,261,527$23,895 ▲1.9%6,1770.4%EnergyPPLPPL$1,232,320$921 ▲0.1%37,4670.4%UtilitiesSHOPIFY INC$1,230,593$20,169 ▼-1.6%8,2980.4%CL A SUB VTG SHSQCOMQualcomm$1,204,563$15,276 ▼-1.3%6,5450.4%TechnologyEXXONMOBIL HOLDINGS CORP$1,204,232$1,204,232 ▲New Holding7,3990.4%COM SHSBABoeing$1,195,557$9,116 ▼-0.8%6,4260.4%IndustrialsPTYPimco Corporate & Income Opportunity Fund$1,182,822$129,269 ▼-9.9%107,4310.4%FinanceXLREReal Estate Select Sector SPDR Fund$1,096,698$31,338 ▲2.9%26,8070.4%ETFIBMInternational Business Machines$1,070,325$72,147 ▲7.2%4,8660.3%TechnologyADIAnalog Devices$1,026,406$26,979 ▼-2.6%2,5870.3%TechnologyFCXFreeport-McMoRan$931,788$53,131 ▼-5.4%13,3110.3%MaterialsQQQInvesco QQQ$877,509$14,058 ▼-1.6%1,1860.3%ETFRTXRTX$876,494$1,300 ▲0.1%4,7210.3%IndustrialsLMTLockheed Martin$868,397$3,056 ▲0.4%1,7050.3%IndustrialsXLSRSPDR SSGA US Sector Rotation ETF$862,865$53,991 ▼-5.9%12,9930.3%ETFTGTTarget$858,445$3,918 ▲0.5%5,4780.3%Consumer StaplesPRUPrudential Financial$857,567$11,131 ▼-1.3%7,5500.3%FinanceLAM RESEARCH CORP$855,536$3,614 ▲0.4%2,6040.3%COM NEWPANWPalo Alto Networks$841,503$397 ▼0.0%2,1180.3%TechnologyNOWServiceNow$796,019$34,173 ▲4.5%5,9400.3%TechnologyLOWLowe's Companies$795,472$737 ▼-0.1%4,3160.3%Consumer DiscretionarySPACE EXPLORATION TECHN CORP$795,334$304,586 ▲62.1%5,2720.3%CLASS A COM STKKOCoca-Cola$791,506$13,256 ▲1.7%9,1950.3%Consumer StaplesCRMSalesforce$777,940$13,777 ▲1.8%3,3880.3%TechnologyPEPPepsiCo$776,312$4,689 ▼-0.6%6,1260.3%Consumer StaplesMPCMarathon Petroleum$760,788$791 ▲0.1%1,9240.2%EnergyPMPhilip Morris International$749,2290.0%3,9260.2%Consumer StaplesSPYSPDR S&P 500 ETF Trust$746,615$19,066 ▼-2.5%9790.2%ETFUBERUber Technologies$730,111$90,502 ▼-11.0%10,6570.2%IndustrialsBACBank of America$710,060$3,429 ▲0.5%13,0450.2%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$700,914$24,112 ▼-3.3%4,2150.2%ETFNEENextEra Energy$693,077$8,484 ▼-1.2%9,1500.2%UtilitiesINTCIntel$678,186$61,325 ▲9.9%5,6400.2%TechnologyCCitigroup$676,557$129 ▲0.0%5,2250.2%FinanceITWIllinois Tool Works$664,794$2,059 ▲0.3%2,5830.2%IndustrialsMAMastercard$625,551$2,758 ▲0.4%1,1340.2%FinanceSPOTSpotify Technology$611,662$4,874 ▲0.8%1,2550.2%Communication ServicesIJHiShares Core S&P Mid-Cap ETF$609,010$15,614 ▼-2.5%8,4640.2%ETFARM HOLDINGS PLC$574,975$5,504 ▼-0.9%1,9850.2%SPONSORED ADSVUGVanguard Growth ETF$562,2860.0%6,2400.2%ETFPSXPhillips 66$558,599$511 ▲0.1%2,1870.2%EnergyVLOValero Energy$551,110$1,163 ▲0.2%1,4210.2%EnergyDISWalt Disney$543,739$25,807 ▼-4.5%5,1830.2%Communication ServicesGDGeneral Dynamics$529,768$1,660 ▼-0.3%1,5960.2%IndustrialsHDViShares Core High Dividend ETF$524,2500.0%18,7500.2%ETFNUENucor$513,148$3,507 ▲0.7%2,1950.2%MaterialsMMM3M$509,451$1,642 ▼-0.3%3,1030.2%IndustrialsIWMiShares Russell 2000 ETF$503,362$43,916 ▲9.6%1,8110.2%ETFAXPAmerican Express$499,076$8,820 ▼-1.7%1,6410.2%FinanceShowing largest 100 holdings. 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