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

0$100.0M$200.0M$300.0M Q1 2024: $213.4M $213.4M Q1 2024 Q2 2024: $227.8M Q2 2024 Q3 2024: $240.9M Q3 2024 Q4 2024: $247.7M Q4 2024 Q1 2025: $233.2M Q1 2025 Q2 2025: $246.6M Q2 2025 Q3 2025: $270.4M Q3 2025 Q4 2025: $273.4M Q4 2025 Q1 2026: $263.5M Q1 2026 Q2 2026: $293.1M Q2 2026

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%
AMGN Amgen Inc. 0.18% 1,352 $384K Add +1.0%
MPC Marathon Petroleum Corp. 0.18% 1,905 $384K Add +1.9%
LHX L3HARRIS Technologies Inc. 0.17% 1,737 $370K Reduce -3.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 1,060 $365K No change
PM Philip Morris International 0.17% 3,935 $361K Add +0.7%
PANW Palo Alto Networks Inc. 0.17% 1,249 $355K Add +34.6%
BLK BlackRock Finance Inc. 0.16% 406 $338K Add +1.8%
WFC Wells Fargo & Co. 0.16% 5,808 $337K Reduce -18.9%
VRTX Vertex Pharmaceuticals Inc. 0.16% 794 $332K Add +1.3%
STX Seagate Technology Holdings 0.15% 3,417 $318K Add +0.3%
SCHO Schwab Short-Term US Treas 0.15% 6,516 $314K Reduce -5.2%
LRCX Lam Research Corp. 0.14% 318 $309K Reduce -10.9%
AGG iShares Core U.S. Aggregate 0.14% 3,115 $305K Reduce -26.8%
APD Air Products & Chemicals Inc. 0.14% 1,258 $305K Add +9.3%
SPOT Spotify Technology SA 0.14% 1,155 $305K No change
DOW Dow Inc. 0.14% 5,240 $304K Add +1.3%
FDBC Fidelity D&D Bancorp Inc. 0.14% 6,193 $300K No change
C Citigroup Inc. 0.14% 4,697 $297K Add +10.5%
PSX Phillips 66 0.14% 1,809 $296K Add +0.1%
MO Altria Group Inc. 0.14% 6,738 $294K Add +2.7%
ADSK Autodesk Inc. 0.14% 1,126 $293K Reduce -0.2%
PNC PNC Financial Services Group 0.14% 1,807 $292K Add +1.6%
CL Colgate-Palmolive Co. 0.14% 3,224 $290K Add +0.8%
ALL Allstate Corp. 0.13% 1,660 $287K Reduce -2.4%
AFL Aflac Inc. 0.13% 3,191 $274K No change
IEFA iShares Core MSCI Eafe ETF 0.13% 3,676 $273K Reduce -9.7%
ORCL Oracle Corp. 0.13% 2,153 $270K Reduce -1.4%
CMG Chipotle Mexican Grill Inc. 0.13% 93 $270K No change
MDT Medtronic PLC 0.13% 3,084 $269K Add +0.8%
IVW iShares S&P 500 Growth ETF 0.13% 3,163 $267K Reduce -1.9%
PFE Pfizer Inc. 0.12% 9,545 $265K Reduce -38.2%
IXN iShares Global Tech ETF 0.12% 3,471 $260K No change
SO The Southern Co. 0.12% 3,526 $253K Add +2.6%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.12% 246 $251K New
IJR iShares Core S&P Small-Cap E 0.12% 2,229 $246K Add +0.6%
TMO Thermo Fisher Scientific Inc. 0.12% 423 $246K Add +1.4%
VEA Vanguard Ftse Developed ETF 0.12% 4,901 $246K Reduce -15.4%
NSC Norfolk Southern Corp. 0.11% 929 $237K Reduce -3.4%
QLD Proshares Ultra QQQ 0.11% 2,650 $232K No change
CMI Cummins Inc. 0.11% 787 $232K New
VIG Vanguard Dividend Apprec ETF 0.10% 1,225 $224K No change
CB Chubb Ltd. 0.10% 843 $218K New
MLM Martin Marietta Materials 0.10% 354 $217K New
UNP Union Pacific Corp. 0.10% 880 $217K No change
PLTR Palantir Technologies Inc. Class A 0.10% 9,395 $216K New
CNI Canadian Natl Railway Co. 0.10% 1,551 $204K New
SWKS Skyworks Solutions Inc. 0.09% 1,850 $200K Add +2.2%
F Ford Motor Co. filed as FORD MTR CO DEL 0.08% 12,889 $171K Add +0.1%
SNAP Snap Inc. Class A 0.06% 12,000 $138K New
VGM Invesco Trust for Investmen 0.06% 13,500 $133K No change
SOFI Sofi Technologies Inc. 0.06% 16,500 $120K Reduce -9.6%
EVGO Evgo Inc. 0.03% 23,400 $59K Reduce -7.3%
PROKIDNEY CORP 0.01% 19,420 $32K New
ALGS Aligos Therapeutics Inc. 0.01% 13,000 $13K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$293.1MAAPL, NVDA, MSFT, XLK, AMZN
Q1 2026 158$263.5MAAPL, NVDA, MSFT, XLK, AMZN
Q4 2025 154$273.4MAAPL, NVDA, MSFT, AMZN, XLK
Q3 2025 152$270.4MAAPL, NVDA, MSFT, META, XLK
Q2 2025 152$246.6MAAPL, NVDA, MSFT, META, AMZN
Q1 2025 146$233.2MAAPL, NVDA, MSFT, AMZN, META
Q4 2024 148$247.7MAAPL, NVDA, MSFT, AMZN, META
Q3 2024 150$240.9MAAPL, NVDA, MSFT, AMZN, META
Q2 2024 151$227.8MAAPL, NVDA, MSFT, AMZN, XLK
Q1 2024 154$213.4MAAPL, MSFT, NVDA, AMZN, XLK