Zullo Investment Group, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Zullo Investment Group, Inc. reported 151 stock positions worth $227.8 million. Its top holding was Apple (AAPL) at 15.8% of the portfolio, followed by Nvidia (NVDA, 7.2%) and Microsoft (MSFT, 6.7%). Compared with Q1 2024, it opened 5 new positions, sold out of 8, added to 71 and reduced 55. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- SCRANTON, PA
- CIK
- 0001909760
- Portfolio Value
- $227.8M (Q2 2024)
- SEC Filing
- 0001085146-24-003737 ↗ filed Aug 13, 2024
Holdings Value
Holdings 151 stocks · $227.8M
| AAPL Apple Inc. | 15.85% | 171,347 | $36.1M | Reduce -0.3% |
| NVDA Nvidia Corp. | 7.16% | 131,961 | $16.3M | Add +2.4% |
| MSFT Microsoft Corp. | 6.70% | 34,129 | $15.3M | Add +0.2% |
| AMZN Amazon.com Inc. | 3.84% | 45,297 | $8.8M | Reduce -0.7% |
| XLK SS Technology Select Sector | 3.27% | 32,922 | $7.4M | Add +0.3% |
| META Meta Platforms Inc. Class A | 3.00% | 13,544 | $6.8M | Add +1.4% |
| XLF SS Financial Select Sector | 1.90% | 105,301 | $4.3M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 1.82% | 20,504 | $4.1M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 1.55% | 19,298 | $3.5M | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.34% | 5 | $3.1M | No change |
| HD Home Depot Inc. | 1.26% | 8,350 | $2.9M | Add +2.2% |
| XLE SS Energy Select Sector | 1.24% | 30,883 | $2.8M | Add +2.9% |
| XLV SS Health Care Select Sector | 1.23% | 19,192 | $2.8M | Add +1.7% |
| WMT Walmart Inc. | 1.19% | 39,870 | $2.7M | Add +1.0% |
| JNJ Johnson & Johnson | 1.15% | 17,875 | $2.6M | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 1.12% | 32,797 | $2.6M | Add +0.3% |
| PG The Procter & Gamble Co. | 1.10% | 15,233 | $2.5M | Add +0.1% |
| XLI SS Industrial Select Sector | 1.10% | 20,519 | $2.5M | Add +1.9% |
| XLC SS Comm Select Sector SPDR | 1.10% | 29,181 | $2.5M | Add +0.8% |
| UPS United Parcel Service Class B | 1.06% | 17,626 | $2.4M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.99% | 54,703 | $2.3M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.98% | 5,479 | $2.2M | Reduce -4.7% |
| XLY SS Consumer Disc Select Sect | 0.92% | 11,520 | $2.1M | Add +2.7% |
| TSLA Tesla Inc. | 0.91% | 10,437 | $2.1M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 0.88% | 10,997 | $2.0M | Reduce -0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.88% | 29,354 | $2.0M | Add +1.9% |
| VOO Vanguard S&P 500 ETF | 0.88% | 3,990 | $2.0M | Reduce -4.8% |
| FDX FedEx Corp. | 0.85% | 6,457 | $1.9M | Add +11.6% |
| COST Costco Wholesale Corp. | 0.84% | 2,238 | $1.9M | Add +0.1% |
| V Visa Inc. Class A | 0.82% | 7,151 | $1.9M | Add +0.8% |
| NFLX Netflix Inc. | 0.80% | 2,712 | $1.8M | Add +0.5% |
| XLB SS Materials Select Sector | 0.80% | 20,621 | $1.8M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 0.79% | 3,303 | $1.8M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.79% | 11,068 | $1.8M | Add +5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.75% | 9,880 | $1.7M | Reduce -0.9% |
| UNH Unitedhealth Group Inc. | 0.75% | 3,351 | $1.7M | Add +2.5% |
| MCD McDonald's Corp. | 0.71% | 6,370 | $1.6M | Add +1.4% |
| XLP SS Consumer Staples Sel Sect | 0.71% | 21,175 | $1.6M | Add +3.7% |
| XOM Exxon Mobil Corp. | 0.71% | 13,950 | $1.6M | Add +3.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.69% | 4,099 | $1.6M | Add +0.5% |
| SCHW Schwab (charles) Corp. | 0.67% | 20,585 | $1.5M | Add +7.0% |
| QCOM Qualcomm Inc. | 0.66% | 7,523 | $1.5M | Add +13.1% |
| VGT Vanguard Info Tech ETF | 0.63% | 2,477 | $1.4M | No change |
| MRK Merck & Co. Inc. | 0.62% | 11,409 | $1.4M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.58% | 1,463 | $1.3M | Add +1.0% |
| BA The Boeing Co. | 0.56% | 6,968 | $1.3M | Add +6.8% |
| PEP Pepsico Inc. | 0.55% | 7,594 | $1.3M | Add +0.0% |
| KO The Coca-Cola Co. | 0.51% | 18,418 | $1.2M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.50% | 714 | $1.1M | Add +2.0% |
| GS Goldman Sachs Group Inc. | 0.50% | 2,523 | $1.1M | Add +3.2% |
| MS Morgan Stanley | 0.49% | 11,485 | $1.1M | Reduce -1.4% |
| PRU Prudential Financial Inc. | 0.48% | 9,388 | $1.1M | Add +3.3% |
| UBER Uber Technologies Inc. | 0.48% | 15,001 | $1.1M | Add +0.5% |
| XLRE SS Real Estate Select Sector | 0.47% | 27,932 | $1.1M | Reduce -2.1% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.47% | 8,650 | $1.1M | No change |
| TGT Target Corp. | 0.45% | 6,898 | $1.0M | Add +10.4% |
| LOW Lowe's Cos Inc. | 0.43% | 4,391 | $968K | Add +0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 9,280 | $922K | Add +3.7% |
| ABBV Abbvie Inc. | 0.39% | 5,128 | $880K | Reduce -1.2% |
| LMT Lockheed Martin Corp. | 0.34% | 1,675 | $783K | Add +6.2% |
| NEE Nextera Energy Inc. | 0.34% | 10,930 | $774K | Reduce -3.3% |
| AXP American Express Co. | 0.33% | 3,247 | $752K | Add +5.1% |
| CVX Chevron Corp. | 0.33% | 4,775 | $747K | Add +5.4% |
| ADI Analog Devices Inc. | 0.32% | 3,236 | $739K | Reduce -0.6% |
| ITW Illinois Tool Works | 0.32% | 3,108 | $737K | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 0.32% | 15,399 | $732K | Reduce -0.7% |
| FCX Freeport-McMoran Inc. | 0.31% | 14,448 | $702K | Add +2.3% |
| PPL PPL Corp. | 0.30% | 24,979 | $691K | Reduce -10.4% |
| NOW ServiceNow Inc. | 0.29% | 832 | $655K | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 15,842 | $630K | Add +6.8% |
| SHOP Shopify Inc. Class A | 0.27% | 9,200 | $608K | Reduce -5.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,229 | $589K | No change |
| CRM Salesforce Inc. | 0.26% | 2,290 | $589K | Add +6.6% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 10,027 | $587K | Reduce -6.4% |
| CAT Caterpillar Inc. | 0.26% | 1,753 | $584K | Reduce -7.6% |
| NKE Nike Inc. Class B | 0.24% | 7,339 | $553K | Reduce -14.3% |
| WM Waste Management Inc. | 0.24% | 2,578 | $550K | Reduce -0.5% |
| GD General Dynamics Corp. | 0.24% | 1,880 | $546K | Reduce -2.0% |
| MMM 3M Co. | 0.24% | 5,330 | $545K | Add +16.0% |
| ITOT iShares Core S&P Total U.S. | 0.24% | 4,529 | $538K | Reduce -4.3% |
| HON Honeywell International Inc. | 0.23% | 2,477 | $529K | Reduce -5.2% |
| RTX RTX Corp. | 0.23% | 5,127 | $515K | Add +3.2% |
| RDVY First Trust Rising Dividend | 0.22% | 9,258 | $507K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 916 | $499K | Add +2.8% |
| MCHP Microchip Technology Inc. | 0.22% | 5,360 | $491K | Reduce -0.8% |
| CLX Clorox Company | 0.21% | 3,548 | $484K | Add +3.3% |
| KMB Kimberly-Clark Corp. | 0.21% | 3,388 | $468K | Add +1.0% |
| ADP Automatic Data Processing | 0.20% | 1,867 | $446K | Add +2.4% |
| ADBE Adobe Inc. | 0.19% | 795 | $442K | Add +0.6% |
| KHC The Kraft Heinz Co. | 0.19% | 13,631 | $439K | No change |
| NUE Nucor Corp. | 0.19% | 2,777 | $439K | Add +0.5% |
| PANW Palo Alto Networks Inc. | 0.19% | 1,254 | $425K | Add +0.4% |
| AMGN Amgen Inc. | 0.19% | 1,351 | $422K | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,578 | $422K | No change |
| HDV iShares Core High Dividend E | 0.18% | 3,750 | $408K | No change |
| ABT Abbott Laboratories | 0.18% | 3,919 | $407K | Reduce -1.9% |
| PM Philip Morris International | 0.18% | 3,935 | $399K | No change |
| CMCSA Comcast Corp. Class A | 0.17% | 10,154 | $398K | Reduce -3.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 1,060 | $396K | No change |
| IWM iShares Russell 2000 ETF | 0.17% | 1,946 | $395K | Add +0.2% |
Portfolio Sells Q1 2024 → Q2 2024
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.7% | 0.98% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -0.9% | 0.75% | −0.14 |
| NKE Nike Inc. Class B | Reduce -14.3% | 0.24% | −0.13 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.12 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.11 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.11 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.10 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.10 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -0.5% | 0.62% | −0.09 |
| SHOP Shopify Inc. Class A | Reduce -5.8% | 0.27% | −0.09 |
| ITW Illinois Tool Works | Reduce -1.6% | 0.32% | −0.07 |
| CAT Caterpillar Inc. | Reduce -7.6% | 0.26% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -4.8% | 0.88% | −0.07 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.06 |
| XLRE SS Real Estate Select Sector | Reduce -2.1% | 0.47% | −0.06 |
| ABBV Abbvie Inc. | Reduce -1.2% | 0.39% | −0.06 |
| PPL PPL Corp. | Reduce -10.4% | 0.30% | −0.06 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.4% | 0.26% | −0.05 |
| DOW Dow Inc. | Reduce -20.8% | 0.10% | −0.05 |
| SBUX Starbucks Corp. | Reduce -0.6% | 0.16% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -0.7% | 0.32% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -3.6% | 0.17% | −0.04 |
| MPC Marathon Petroleum Corp. | Reduce -3.0% | 0.14% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.18% | −0.03 |
| PSX Phillips 66 | Reduce -2.3% | 0.11% | −0.03 |
| MDT Medtronic PLC | Reduce -7.7% | 0.10% | −0.03 |
| FDBC Fidelity D&D Bancorp Inc. | Reduce -4.0% | 0.11% | −0.03 |
| GWW WW Grainger Inc. | Reduce -5.3% | 0.09% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 0.79% | −0.02 |
| MS Morgan Stanley | Reduce -1.4% | 0.49% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.5% | 0.10% | −0.02 |
| F Ford Motor Co. | Reduce -19.2% | 0.06% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -4.3% | 0.24% | −0.02 |
| HON Honeywell International Inc. | Reduce -5.2% | 0.23% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -0.3% | 0.14% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.51% | −0.02 |
| ADSK Autodesk Inc. | Reduce -1.9% | 0.12% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -5.4% | 0.13% | −0.02 |
| WM Waste Management Inc. | Reduce -0.5% | 0.24% | −0.02 |
| GD General Dynamics Corp. | Reduce -2.0% | 0.24% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 3.84% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.6% | 0.10% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.0% | 0.10% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 0.10% | −0.01 |
| EVGO Evgo Inc. | Reduce -41.0% | 0.01% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -2.1% | 0.13% | −0.01 |
| NOW ServiceNow Inc. | Reduce -0.7% | 0.29% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -0.8% | 0.22% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +2.4% | 7.16% | +1.70 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 1.55% | +0.18 |
| ARM Arm Holdings PLC-ADR | New | 0.14% | +0.14 |
| QCOM Qualcomm Inc. | Add +13.1% | 0.66% | +0.13 |
| TWO Two Harbors Investment Corp. | New | 0.12% | +0.12 |
| BKNG Booking Holdings Inc. | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | Add +5.1% | 0.91% | +0.09 |
| PTY PIMCO Corporate & Income Opp | New | 0.08% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.5% | 0.69% | +0.08 |
| WMT Walmart Inc. | Add +1.0% | 1.19% | +0.07 |
| AVGO Broadcom Inc. | Add +2.0% | 0.50% | +0.07 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.84% | +0.07 |
| XLK SS Technology Select Sector | Add +0.3% | 3.27% | +0.07 |
| FDX FedEx Corp. | Add +11.6% | 0.85% | +0.06 |
| LLY Eli Lilly & Co. | Add +1.0% | 0.58% | +0.05 |
| NFLX Netflix Inc. | Add +0.5% | 0.80% | +0.04 |
| CYH Community Health Systems Inc. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +3.2% | 0.50% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +0.4% | 0.19% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +12.2% | 0.12% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +7.0% | 0.67% | +0.01 |
| BAC Bank of America Corp. | Add +6.8% | 0.28% | +0.01 |
| SWKS Skyworks Solutions Inc. | Add +22.2% | 0.11% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +8.0% | 0.14% | +0.01 |
| CB Chubb Ltd. | Add +20.3% | 0.11% | +0.01 |
| MMM 3M Co. | Add +16.0% | 0.24% | +0.01 |
| ORCL Oracle Corp. | Add +0.9% | 0.13% | +0.01 |
| ADBE Adobe Inc. | Add +0.6% | 0.19% | +0.01 |
| LMT Lockheed Martin Corp. | Add +6.2% | 0.34% | +0.01 |
| PROKIDNEY CORP | Add +5.2% | 0.02% | +0.01 |
| LRCX Lam Research Corp. | Add +1.9% | 0.15% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +1.0% | 0.21% | +0.00 |
| AXP American Express Co. | Add +5.1% | 0.33% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.8% | 0.22% | +0.00 |
| RTX RTX Corp. | Add +3.2% | 0.23% | −0.00 |
| FCX Freeport-McMoran Inc. | Add +2.3% | 0.31% | −0.00 |
| C Citigroup Inc. | Add +2.0% | 0.13% | −0.01 |
| CVX Chevron Corp. | Add +5.4% | 0.33% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +1.9% | 0.88% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +2.5% | 0.75% | −0.01 |
| XLC SS Comm Select Sector SPDR | Add +0.8% | 1.10% | −0.01 |
| PNC PNC Financial Services Group | Add +1.7% | 0.13% | −0.01 |
| MA Mastercard Inc. Class A | Add +8.8% | 0.17% | −0.01 |
| PRU Prudential Financial Inc. | Add +3.3% | 0.48% | −0.02 |
| ADP Automatic Data Processing | Add +2.4% | 0.20% | −0.02 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.17% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Add +3.7% | 0.71% | −0.02 |
| MSFT Microsoft Corp. | Add +0.2% | 6.70% | −0.02 |
| COF Capital One Financial Corp. | Add +0.3% | 0.17% | −0.02 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.71% | −0.03 |
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 |