Zullo Investment Group, Inc. Top Holdings and 13F Report (2026) About Zullo Investment Group, Inc.Investment ActivityZullo Investment Group, Inc. has $293.11 million in total holdings as of June 30, 2026.Zullo Investment Group, Inc. owns shares of 157 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 2.67% of the portfolio was purchased this quarter.About 4.39% of the portfolio was sold this quarter.This quarter, Zullo Investment Group, Inc. has purchased 158 new stocks and bought additional shares in 27 stocks.Zullo Investment Group, Inc. sold shares of 102 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $45,691,630NVIDIA $24,594,996Microsoft $13,036,636Technology Select Sector SPDR Fund $12,459,366Amazon.com $9,782,427 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $555,808 Holding573874104 - Marvell Technology $514,254 Holding80004C200 - SANDISK CORP $466,115 Holding921946406 - Vanguard High Dividend Yield ETF $343,715 Holding958102105 - Western Digital $287,550 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 16,310 shares (about $1.95M)SPACE EXPLORATION TECHN CORP 3,253 shares (about $555.81K)Marvell Technology 1,726 shares (about $514.25K)PPL 13,653 shares (about $496.30K)Schwab US Dividend Equity ETF 15,515 shares (about $491.98K) Largest Sales this Quarter Technology Select Sector SPDR Fund 2,684 shares (about $511.36K)Apple 1,695 shares (about $490.47K)WALMART INC 3,624 shares (about $410.47K)NVIDIA 1,900 shares (about $380.17K)Alphabet 853 shares (about $304.84K) 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$45,691,630$490,468 â–¼-1.1%157,90515.6%TechnologyNVDANVIDIA$24,594,996$380,173 â–¼-1.5%122,9198.4%TechnologyMSFTMicrosoft$13,036,636$227,921 â–¼-1.7%34,9484.4%TechnologyXLKTechnology Select Sector SPDR Fund$12,459,366$511,361 â–¼-3.9%65,3964.3%ETFAMZNAmazon.com$9,782,427$187,574 â–¼-1.9%41,0443.3%Consumer DiscretionaryMETAMeta Platforms$7,022,972$269,269 â–¼-3.7%12,4672.4%Communication ServicesJPMJPMorgan Chase & Co.$6,537,903$249,103 â–¼-3.7%19,9732.2%FinanceGOOGAlphabet$6,234,639$134,268 â–¼-2.1%17,6452.1%Communication ServicesAMDAdvanced Micro Devices$6,180,882$49,377 â–¼-0.8%10,6402.1%TechnologyXLFFinancial Select Sector SPDR Fund$5,614,661$129,362 â–¼-2.3%104,7311.9%ETFSCHDSchwab US Dividend Equity ETF$4,286,220$491,982 â–²13.0%135,1691.5%ETFTSLATesla$4,257,313$3,365 â–²0.1%10,1221.5%Consumer DiscretionaryGOOGLAlphabet$4,195,267$304,844 â–¼-6.8%11,7391.4%Communication ServicesXLIIndustrial Select Sector SPDR Fund$3,879,386$166,527 â–¼-4.1%20,9431.3%ETFXLEEnergy Select Sector SPDR Fund$3,405,008$199,270 â–¼-5.5%64,1121.2%ETFCRWDCrowdStrike$3,343,316$34,341 â–²1.0%4,3811.1%TechnologyJNJJohnson & Johnson$3,325,855$115,814 â–¼-3.4%13,0951.1%HealthcareXLVHealth Care Select Sector SPDR Fund$3,241,512$87,900 â–¼-2.6%20,4301.1%ETFXLCCommunication Services Select Sector SPDR Fund$3,005,856$289,680 â–¼-8.8%28,0581.0%ETFSTXSeagate Technology$2,891,1400.0%2,9961.0%TechnologyWALMART INC$2,857,294$410,466 â–¼-12.6%25,2271.0%COMMUMicron Technology$2,817,925$109,669 â–¼-3.7%2,4411.0%TechnologyVOOVanguard S&P 500 ETF$2,757,542$17,170 â–²0.6%4,0150.9%ETFHDHome Depot$2,727,209$74,071 â–¼-2.6%7,7320.9%Consumer DiscretionaryXLYConsumer Discretionary Select Sector SPDR Fund$2,713,599$157,747 â–¼-5.5%23,1370.9%ETFXLUUtilities Select Sector SPDR Fund$2,705,025$122,964 â–¼-4.3%59,6600.9%ETFAVGOBroadcom$2,613,867$3,400 â–¼-0.1%6,9190.9%TechnologyVVisa$2,517,604$10,293 â–²0.4%7,3380.9%FinanceGSThe Goldman Sachs Group$2,464,478$198,291 â–¼-7.4%2,4360.8%FinanceBRK.BBerkshire Hathaway$2,318,653$52,048 â–¼-2.2%4,6330.8%FinanceIVViShares Core S&P 500 ETF$2,246,891$21,720 â–¼-1.0%3,0000.8%ETFVGTVanguard Information Technology ETF$2,234,068$1,949,371 â–²684.7%18,6920.8%ETFMSMorgan Stanley$2,200,359$38,463 â–¼-1.7%10,5260.8%FinanceXLBMaterials Select Sector SPDR Fund$2,192,604$116,655 â–¼-5.1%43,1360.7%ETFLLYEli Lilly and Company$2,148,752$43,191 â–²2.1%1,7910.7%HealthcarePGProcter & Gamble$2,122,412$267,190 â–¼-11.2%14,4730.7%Consumer StaplesCATCaterpillar$2,074,099$6,392 â–¼-0.3%1,9470.7%IndustrialsNFLXNetflix$1,960,358$16,065 â–²0.8%27,4560.7%Communication ServicesXLPConsumer Staples Select Sector SPDR Fund$1,944,705$63,467 â–¼-3.2%23,4100.7%ETFCSCOCisco Systems$1,862,930$119,575 â–¼-6.0%15,8600.6%TechnologyCOSTCostco Wholesale$1,833,317$2,808 â–¼-0.2%1,9590.6%Consumer StaplesFDXFedEx$1,816,307$47,913 â–¼-2.6%5,8000.6%IndustrialsMCDMcDonald's$1,765,699$57,577 â–¼-3.2%6,5320.6%Consumer DiscretionaryVZVerizon Communications$1,750,847$55,974 â–¼-3.1%41,3520.6%Communication ServicesUPSUnited Parcel Service$1,666,889$12,793 â–¼-0.8%15,5050.6%IndustrialsSCHWCharles Schwab$1,642,650$92,735 â–¼-5.3%17,8020.6%FinanceUNHUnitedHealth Group$1,543,192$12,888 â–¼-0.8%3,7120.5%HealthcarePTYPimco Corporate & Income Opportunity Fund$1,433,647$117,834 â–¼-7.6%119,1720.5%FinanceBABoeing$1,401,643$2,598 â–²0.2%6,4750.5%IndustrialsABBVAbbVie$1,394,596$2,265 â–¼-0.2%5,5420.5%HealthcareQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$1,380,5400.0%8,6500.5%ETFPPLPPL$1,360,941$496,299 â–²57.4%37,4390.5%UtilitiesMRKMerck & Co., Inc.$1,336,010$93,300 â–¼-6.5%10,3960.5%HealthcareIBMInternational Business Machines$1,276,406$39,378 â–¼-3.0%4,5380.4%TechnologyQCOMQualcomm$1,224,818$56,547 â–¼-4.4%6,6280.4%TechnologyXLREReal Estate Select Sector SPDR Fund$1,146,619$91,497 â–¼-7.4%26,0410.4%ETFLAM RESEARCH CORP$1,123,695$245,713 â–¼-17.9%2,5930.4%COM NEWADIAnalog Devices$1,054,859$41,320 â–¼-3.8%2,6550.4%TechnologyCVXChevron$1,004,634$58,521 â–¼-5.5%6,0600.3%EnergySHOPIFY INC$962,994$685 â–¼-0.1%8,4340.3%CL A SUB VTG SHSLOWLowe's Companies$952,600$21,610 â–¼-2.2%4,3200.3%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$931,727$27,184 â–²3.0%7,9860.3%CL AXLSRSPDR SSGA US Sector Rotation ETF$895,457$1,946 â–¼-0.2%13,8060.3%ETFRTXRTX$894,392$3,984 â–²0.4%4,7140.3%IndustrialsQQQInvesco QQQ$888,0530.0%1,2050.3%ETFFCXFreeport-McMoRan$884,894$22,390 â–¼-2.5%14,0700.3%MaterialsLMTLockheed Martin$865,949$38,226 â–¼-4.2%1,6990.3%IndustrialsUBERUber Technologies$864,332$115,961 â–¼-11.8%11,9780.3%IndustrialsPEPPepsiCo$834,537$123,766 â–¼-12.9%6,1630.3%Consumer StaplesPRUPrudential Financial$825,462$96,491 â–¼-10.5%7,6480.3%FinanceNEENextEra Energy$813,004$790 â–¼-0.1%9,2620.3%UtilitiesSPYSPDR S&P 500 ETF Trust$749,757$4,481 â–¼-0.6%1,0040.3%ETFBACBank of America$739,758$169,810 â–¼-18.7%12,9820.3%FinanceKOCocaCola$734,799$6,258 â–¼-0.8%9,0410.3%Consumer StaplesCCitigroup$731,207$10,778 â–¼-1.5%5,2240.2%FinancePANWPalo Alto Networks$722,621$7,843 â–²1.1%2,1190.2%TechnologyINTCIntel$716,405$221,206 â–¼-23.6%5,1300.2%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$716,282$657 â–¼-0.1%4,3600.2%ETFTGTTarget$712,305$11,626 â–²1.7%5,4530.2%Consumer StaplesARM HOLDINGS PLC$710,558$9,219 â–²1.3%2,0040.2%SPONSORED ADSPMPhilip Morris International$710,319$6,332 â–¼-0.9%3,9260.2%Consumer StaplesITWIllinois Tool Works$696,656$50,322 â–¼-6.7%2,5750.2%IndustrialsIJHiShares Core S&P Mid-Cap ETF$669,458$12,724 â–¼-1.9%8,6810.2%ETFCMICummins$609,5780.0%8540.2%IndustrialsMAMastercard$579,947$2,568 â–¼-0.4%1,1290.2%FinanceSPOTSpotify Technology$571,617$4,132 â–¼-0.7%1,2450.2%Communication ServicesGDGeneral Dynamics$567,266$8,149 â–¼-1.4%1,6010.2%IndustrialsAXPAmerican Express$565,107$8,121 â–¼-1.4%1,6700.2%FinanceNOWServiceNow$564,407$64,135 â–²12.8%5,6850.2%TechnologySPACE EXPLORATION TECHN CORP$555,808$555,808 â–²New Holding3,2530.2%CLASS A COM STKVUGVanguard Growth ETF$537,514$445,775 â–²485.9%6,2400.2%ETFDISWalt Disney$522,624$18,483 â–¼-3.4%5,4290.2%Communication ServicesCRMSalesforce$521,432$4,074 â–²0.8%3,3280.2%TechnologyMRVLMarvell Technology$514,254$514,254 â–²New Holding1,7260.2%TechnologyHDViShares Core High Dividend ETF$513,938$411,150 â–²400.0%18,7500.2%ETFSMHVanEck Semiconductor ETF$507,352$89,919 â–¼-15.1%7730.2%ETFMMM3M$504,110$80,645 â–¼-13.8%3,1130.2%IndustrialsIWMiShares Russell 2000 ETF$496,8900.0%1,6530.2%ETFMOAltria Group$493,396$18,492 â–¼-3.6%6,8570.2%Consumer StaplesWFCWells Fargo & Company$492,188$1,322 â–²0.3%5,9550.2%FinanceShowing largest 100 holdings. 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