Zullo Investment Group, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), Zullo Investment Group, Inc. reported 154 stock positions worth $213.4 million. Its top holding was Apple (AAPL) at 13.8% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Nvidia (NVDA, 5.5%). Compared with Q4 2023, it opened 8 new positions, sold out of 4, added to 85 and reduced 43. The biggest buy was Amazon.com (AMZN, shares −0%) and the biggest sale McDonald's (MCD, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SCRANTON, PA
- CIK
- 0001909760
- Portfolio Value
- $213.4M (Q1 2024)
- SEC Filing
- 0001085146-24-002016 ↗ filed Apr 24, 2024
Holdings Value
Holdings 154 stocks · $213.4M
| AAPL Apple Inc. | 13.81% | 171,847 | $29.5M | Add +0.7% |
| MSFT Microsoft Corp. | 6.72% | 34,060 | $14.3M | Add +0.5% |
| NVDA Nvidia Corp. | 5.46% | 12,886 | $11.6M | Reduce -8.6% |
| AMZN Amazon.com Inc. | 3.86% | 45,628 | $8.2M | Add +0.0% |
| XLK SS Technology Select Sector | 3.20% | 32,817 | $6.8M | Add +0.4% |
| META Meta Platforms Inc. Class A | 3.04% | 13,358 | $6.5M | Reduce -6.3% |
| XLF SS Financial Select Sector | 2.07% | 104,738 | $4.4M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 1.91% | 20,362 | $4.1M | Add +0.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.49% | 5 | $3.2M | No change |
| HD Home Depot Inc. | 1.47% | 8,173 | $3.1M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 1.37% | 19,228 | $2.9M | Reduce -5.6% |
| XLE SS Energy Select Sector | 1.33% | 30,000 | $2.8M | Add +4.1% |
| XLV SS Health Care Select Sector | 1.31% | 18,864 | $2.8M | Add +2.7% |
| JNJ Johnson & Johnson | 1.30% | 17,601 | $2.8M | Add +1.8% |
| SCHD Schwab US DVD Equity ETF | 1.24% | 32,713 | $2.6M | Add +2.2% |
| UPS United Parcel Service Class B | 1.22% | 17,540 | $2.6M | Add +6.3% |
| XLI SS Industrial Select Sector | 1.19% | 20,129 | $2.5M | Add +1.9% |
| PG The Procter & Gamble Co. | 1.16% | 15,216 | $2.5M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 5,746 | $2.4M | Add +0.1% |
| WMT Walmart Inc. | 1.11% | 39,471 | $2.4M | Add +0.9% |
| XLC SS Comm Select Sector SPDR | 1.11% | 28,960 | $2.4M | Add +2.2% |
| VZ Verizon Communications Inc. | 1.07% | 54,503 | $2.3M | Add +3.6% |
| XLY SS Consumer Disc Select Sect | 0.97% | 11,214 | $2.1M | Add +2.6% |
| VOO Vanguard S&P 500 ETF | 0.94% | 4,191 | $2.0M | No change |
| V Visa Inc. Class A | 0.93% | 7,095 | $2.0M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.89% | 9,969 | $1.9M | Add +0.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.89% | 28,792 | $1.9M | Add +1.2% |
| AMD Advanced Micro Devices | 0.89% | 10,461 | $1.9M | Add +1.5% |
| XLB SS Materials Select Sector | 0.87% | 19,920 | $1.9M | Add +3.3% |
| MCD McDonald's Corp. | 0.83% | 6,282 | $1.8M | Reduce -1.9% |
| IVV iShares Core S&P 500 ETF | 0.82% | 3,321 | $1.7M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.82% | 9,932 | $1.7M | Add +3.4% |
| FDX FedEx Corp. | 0.79% | 5,788 | $1.7M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 0.78% | 11,008 | $1.7M | Add +5.7% |
| NFLX Netflix Inc. | 0.77% | 2,699 | $1.6M | No change |
| COST Costco Wholesale Corp. | 0.77% | 2,236 | $1.6M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.76% | 3,268 | $1.6M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.73% | 13,443 | $1.6M | Reduce -0.3% |
| XLP SS Consumer Staples Sel Sect | 0.73% | 20,422 | $1.6M | Add +2.0% |
| MRK Merck & Co. Inc. | 0.71% | 11,469 | $1.5M | Add +0.4% |
| SCHW Schwab (charles) Corp. | 0.65% | 19,229 | $1.4M | Add +1.3% |
| PEP Pepsico Inc. | 0.62% | 7,592 | $1.3M | Add +0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.61% | 4,079 | $1.3M | Add +1.8% |
| VGT Vanguard Info Tech ETF | 0.61% | 2,477 | $1.3M | No change |
| BA The Boeing Co. | 0.59% | 6,523 | $1.3M | Add +11.3% |
| UBER Uber Technologies Inc. | 0.54% | 14,921 | $1.1M | Reduce -15.4% |
| KO The Coca-Cola Co. | 0.53% | 18,568 | $1.1M | Add +0.0% |
| XLRE SS Real Estate Select Sector | 0.53% | 28,536 | $1.1M | Add +2.3% |
| LLY Eli Lilly & Co. | 0.53% | 1,449 | $1.1M | Add +20.6% |
| QCOM Qualcomm Inc. | 0.53% | 6,649 | $1.1M | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.52% | 4,368 | $1.1M | Add +0.3% |
| TGT Target Corp. | 0.52% | 6,250 | $1.1M | Add +5.8% |
| MS Morgan Stanley | 0.51% | 11,644 | $1.1M | Reduce -2.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 8,949 | $1.1M | Reduce -0.6% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.50% | 8,650 | $1.1M | No change |
| PRU Prudential Financial Inc. | 0.50% | 9,088 | $1.1M | Add +1.8% |
| GS Goldman Sachs Group Inc. | 0.48% | 2,445 | $1.0M | Reduce -2.7% |
| ABBV Abbvie Inc. | 0.44% | 5,191 | $945K | Add +0.7% |
| AVGO Broadcom Inc. | 0.43% | 700 | $928K | Add +0.3% |
| ITW Illinois Tool Works | 0.40% | 3,159 | $848K | Reduce -1.0% |
| NKE Nike Inc. Class B | 0.38% | 8,561 | $805K | Reduce -4.0% |
| CSCO Cisco Systems Inc. | 0.36% | 15,501 | $774K | Add +0.4% |
| PPL PPL Corp. | 0.36% | 27,885 | $768K | Reduce -1.6% |
| SHOP Shopify Inc. Class A | 0.35% | 9,765 | $754K | Reduce -9.3% |
| NEE Nextera Energy Inc. | 0.34% | 11,308 | $723K | Reduce -0.8% |
| LMT Lockheed Martin Corp. | 0.34% | 1,578 | $718K | Add +1.2% |
| CVX Chevron Corp. | 0.34% | 4,532 | $715K | Add +1.2% |
| AXP American Express Co. | 0.33% | 3,090 | $704K | Add +2.6% |
| CAT Caterpillar Inc. | 0.33% | 1,898 | $696K | Add +3.1% |
| FCX Freeport-McMoran Inc. | 0.31% | 14,127 | $664K | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 10,717 | $651K | No change |
| CRM Salesforce Inc. | 0.30% | 2,148 | $647K | Add +6.6% |
| ADI Analog Devices Inc. | 0.30% | 3,255 | $644K | Reduce -2.7% |
| NOW ServiceNow Inc. | 0.30% | 838 | $639K | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 14,831 | $562K | Reduce -2.8% |
| WM Waste Management Inc. | 0.26% | 2,591 | $552K | Reduce -1.8% |
| NUE Nucor Corp. | 0.26% | 2,764 | $547K | Add +1.8% |
| ITOT iShares Core S&P Total U.S. | 0.26% | 4,733 | $546K | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,229 | $546K | Reduce -4.5% |
| GD General Dynamics Corp. | 0.25% | 1,919 | $542K | Reduce -3.5% |
| HON Honeywell International Inc. | 0.25% | 2,612 | $536K | Add +0.7% |
| CLX Clorox Company | 0.25% | 3,435 | $526K | Reduce -0.1% |
| RDVY First Trust Rising Dividend | 0.24% | 9,258 | $520K | Add +1.2% |
| KHC The Kraft Heinz Co. | 0.24% | 13,631 | $503K | Add +0.0% |
| MMM 3M Co. | 0.23% | 4,596 | $488K | Add +11.7% |
| MCHP Microchip Technology Inc. | 0.23% | 5,405 | $485K | Add +0.1% |
| RTX RTX Corp. | 0.23% | 4,966 | $484K | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 891 | $466K | Reduce -0.3% |
| CMCSA Comcast Corp. Class A | 0.21% | 10,539 | $457K | Reduce -0.3% |
| ADP Automatic Data Processing | 0.21% | 1,823 | $455K | Add +5.8% |
| ABT Abbott Laboratories | 0.21% | 3,997 | $454K | Add +0.9% |
| SBUX Starbucks Corp. | 0.21% | 4,850 | $443K | Reduce -3.7% |
| KMB Kimberly-Clark Corp. | 0.20% | 3,354 | $434K | Reduce -0.9% |
| HDV iShares Core High Dividend E | 0.19% | 3,750 | $413K | No change |
| COF Capital One Financial Corp. | 0.19% | 2,772 | $413K | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,578 | $410K | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.19% | 1,942 | $408K | Add +54.5% |
| INTC Intel Corp. | 0.19% | 9,074 | $401K | Add +2.7% |
| ADBE Adobe Inc. | 0.19% | 790 | $399K | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.19% | 821 | $395K | Add +2.4% |
Portfolio Sells Q4 2023 → Q1 2024
| MCD McDonald's Corp. | Reduce -1.9% | 0.83% | −0.14 |
| NKE Nike Inc. Class B | Reduce -4.0% | 0.38% | −0.12 |
| DE Deere & Co. | Sold out | 0.00% | −0.11 |
| PFE Pfizer Inc. | Reduce -38.2% | 0.12% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -5.6% | 1.37% | −0.10 |
| SHOP Shopify Inc. Class A | Reduce -9.3% | 0.35% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -26.8% | 0.14% | −0.07 |
| ADBE Adobe Inc. | Reduce -0.3% | 0.19% | −0.06 |
| MS Morgan Stanley | Reduce -2.3% | 0.51% | −0.06 |
| SBUX Starbucks Corp. | Reduce -3.7% | 0.21% | −0.04 |
| ADI Analog Devices Inc. | Reduce -2.7% | 0.30% | −0.04 |
| SOFI Sofi Technologies Inc. | Reduce -9.6% | 0.06% | −0.04 |
| PPL PPL Corp. | Reduce -1.6% | 0.36% | −0.03 |
| ITW Illinois Tool Works | Reduce -1.0% | 0.40% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -15.4% | 0.12% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.3% | 0.21% | −0.02 |
| SCHO Schwab Short-Term US Treas | Reduce -5.2% | 0.15% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -18.9% | 0.16% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -3.3% | 0.17% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -9.7% | 0.13% | −0.02 |
| EVGO Evgo Inc. | Reduce -7.3% | 0.03% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -15.4% | 0.54% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -2.7% | 0.48% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.8% | 0.34% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.5% | 0.26% | −0.01 |
| GD General Dynamics Corp. | Reduce -3.5% | 0.25% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -0.9% | 0.20% | −0.01 |
| APLM Apollomics Inc. | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -0.6% | 0.30% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -3.4% | 0.11% | −0.01 |
| OTLK Outlook Therapeutics Inc. | Sold out | 0.00% | −0.00 |
| CLX Clorox Company | Reduce -0.1% | 0.25% | −0.00 |
| ADSK Autodesk Inc. | Reduce -0.2% | 0.14% | −0.00 |
| BCLI Brainstorm Cell Therapeutics | Sold out | 0.00% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.8% | 0.26% | −0.00 |
| BAC Bank of America Corp. | Reduce -2.8% | 0.26% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.22% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.9% | 0.13% | +0.00 |
| LRCX Lam Research Corp. | Reduce -10.9% | 0.14% | +0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 0.82% | +0.00 |
| ORCL Oracle Corp. | Reduce -1.4% | 0.13% | +0.01 |
| ALL Allstate Corp. | Reduce -2.4% | 0.13% | +0.01 |
| WM Waste Management Inc. | Reduce -1.8% | 0.26% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 0.73% | +0.04 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.51% | +0.10 |
| META Meta Platforms Inc. Class A | Reduce -6.3% | 3.04% | +0.45 |
| NVDA Nvidia Corp. | Reduce -8.6% | 5.46% | +1.88 |
Portfolio Buys Q4 2023 → Q1 2024
| AMZN Amazon.com Inc. | Add +0.0% | 3.86% | +0.31 |
| MSFT Microsoft Corp. | Add +0.5% | 6.72% | +0.19 |
| LLY Eli Lilly & Co. | Add +20.6% | 0.53% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 1.91% | +0.15 |
| GWW WW Grainger Inc. | New | 0.12% | +0.12 |
| CMI Cummins Inc. | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | Add +1.5% | 0.89% | +0.11 |
| CB Chubb Ltd. | New | 0.10% | +0.10 |
| MLM Martin Marietta Materials | New | 0.10% | +0.10 |
| PLTR Palantir Technologies Inc. Class A | New | 0.10% | +0.10 |
| CNI Canadian Natl Railway Co. | New | 0.10% | +0.10 |
| XLE SS Energy Select Sector | Add +4.1% | 1.33% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.8% | 0.61% | +0.09 |
| TGT Target Corp. | Add +5.8% | 0.52% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 1.13% | +0.08 |
| MRK Merck & Co. Inc. | Add +0.4% | 0.71% | +0.07 |
| XLF SS Financial Select Sector | Add +0.9% | 2.07% | +0.07 |
| SNAP Snap Inc. Class A | New | 0.06% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +54.5% | 0.19% | +0.06 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.89% | +0.06 |
| WMT Walmart Inc. | Add +0.9% | 1.11% | +0.06 |
| VZ Verizon Communications Inc. | Add +3.6% | 1.07% | +0.06 |
| XLC SS Comm Select Sector SPDR | Add +2.2% | 1.11% | +0.05 |
| CAT Caterpillar Inc. | Add +3.1% | 0.33% | +0.05 |
| FDX FedEx Corp. | Add +1.2% | 0.79% | +0.04 |
| AXP American Express Co. | Add +2.6% | 0.33% | +0.04 |
| QCOM Qualcomm Inc. | Add +0.7% | 0.53% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +1.9% | 0.18% | +0.04 |
| AVGO Broadcom Inc. | Add +0.3% | 0.43% | +0.04 |
| XLI SS Industrial Select Sector | Add +1.9% | 1.19% | +0.03 |
| ABBV Abbvie Inc. | Add +0.7% | 0.44% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 0.78% | +0.03 |
| CRM Salesforce Inc. | Add +6.6% | 0.30% | +0.03 |
| C Citigroup Inc. | Add +10.5% | 0.14% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +34.6% | 0.17% | +0.03 |
| PRU Prudential Financial Inc. | Add +1.8% | 0.50% | +0.03 |
| LOW Lowe's Cos Inc. | Add +0.3% | 0.52% | +0.02 |
| XLV SS Health Care Select Sector | Add +2.7% | 1.31% | +0.02 |
| XLB SS Materials Select Sector | Add +3.3% | 0.87% | +0.02 |
| PG The Procter & Gamble Co. | Add +0.6% | 1.16% | +0.02 |
| HD Home Depot Inc. | Add +0.3% | 1.47% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.8% | 0.77% | +0.02 |
| RTX RTX Corp. | Add +1.2% | 0.23% | +0.02 |
| PSX Phillips 66 | Add +0.1% | 0.14% | +0.02 |
| PROKIDNEY CORP | New | 0.01% | +0.01 |
| NUE Nucor Corp. | Add +1.8% | 0.26% | +0.01 |
| MA Mastercard Inc. Class A | Add +2.4% | 0.19% | +0.01 |
| COF Capital One Financial Corp. | Add +0.4% | 0.19% | +0.01 |
| ADP Automatic Data Processing | Add +5.8% | 0.21% | +0.01 |
| CL Colgate-Palmolive Co. | Add +0.8% | 0.14% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 157 | $293.1M | AAPL, NVDA, MSFT, XLK, AMZN |
| Q1 2026 | 158 | $263.5M | AAPL, NVDA, MSFT, XLK, AMZN |
| Q4 2025 | 154 | $273.4M | AAPL, NVDA, MSFT, AMZN, XLK |
| Q3 2025 | 152 | $270.4M | AAPL, NVDA, MSFT, META, XLK |
| Q2 2025 | 152 | $246.6M | AAPL, NVDA, MSFT, META, AMZN |
| Q1 2025 | 146 | $233.2M | AAPL, NVDA, MSFT, AMZN, META |
| Q4 2024 | 148 | $247.7M | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 150 | $240.9M | AAPL, NVDA, MSFT, AMZN, META |
| Q2 2024 | 151 | $227.8M | AAPL, NVDA, MSFT, AMZN, XLK |
| Q1 2024 | 154 | $213.4M | AAPL, MSFT, NVDA, AMZN, XLK |