Zullo Investment Group, Inc.

Name: Zullo Investment Group, Inc. 13F holdings, Q2 2024
Creator: Zullo Investment Group, Inc.
Published: 2024-08-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

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%
MA Mastercard Inc. Class A	0.17%	893	$394K	Add +8.8%
LHX L3HARRIS Technologies Inc.	0.17%	1,723	$387K	Reduce -0.8%
COF Capital One Financial Corp.	0.17%	2,780	$385K	Add +0.3%
SBUX Starbucks Corp.	0.16%	4,819	$375K	Reduce -0.6%
VRTX Vertex Pharmaceuticals Inc.	0.16%	780	$366K	Reduce -1.8%
SPOT Spotify Technology SA	0.16%	1,155	$362K	No change
STX Seagate Technology Holdings	0.15%	3,417	$353K	No change
LRCX Lam Research Corp.	0.15%	324	$345K	Add +1.9%
WFC Wells Fargo & Co.	0.15%	5,804	$345K	Reduce -0.1%
MPC Marathon Petroleum Corp.	0.14%	1,848	$321K	Reduce -3.0%
BLK BlackRock Finance Inc.	0.14%	405	$319K	Reduce -0.3%
APD Air Products & Chemicals Inc.	0.14%	1,232	$318K	Reduce -2.1%
CMG Chipotle Mexican Grill Inc.	0.14%	5,020	$315K	Add +8.0%
ARM Arm Holdings PLC-ADR	0.14%	1,922	$314K	New
CL Colgate-Palmolive Co.	0.14%	3,182	$309K	Reduce -1.3%
ORCL Oracle Corp.	0.13%	2,173	$307K	Add +0.9%
SCHO Schwab Short-Term US Treas	0.13%	6,378	$307K	Reduce -2.1%
C Citigroup Inc.	0.13%	4,791	$304K	Add +2.0%
MO Altria Group Inc.	0.13%	6,459	$294K	Reduce -4.1%
IVW iShares S&P 500 Growth ETF	0.13%	3,163	$293K	No change
IXN iShares Global Tech ETF	0.13%	3,471	$287K	No change
AGG iShares Core U.S. Aggregate	0.13%	2,947	$286K	Reduce -5.4%
PNC PNC Financial Services Group	0.13%	1,837	$286K	Add +1.7%
INTC Intel Corp.	0.12%	9,074	$281K	No change
AFL Aflac Inc.	0.12%	3,143	$281K	Reduce -1.5%
ADSK Autodesk Inc.	0.12%	1,104	$273K	Reduce -1.9%
PLTR Palantir Technologies Inc. Class A	0.12%	10,538	$267K	Add +12.2%
ALL Allstate Corp.	0.12%	1,660	$265K	No change
TWO Two Harbors Investment Corp. filed as TWO HBRS INVT CORP	0.12%	19,965	$264K	New
SO The Southern Co.	0.11%	3,357	$260K	Reduce -4.8%
FDBC Fidelity D&D Bancorp Inc.	0.11%	5,943	$260K	Reduce -4.0%
CB Chubb Ltd.	0.11%	1,014	$259K	Add +20.3%
PSX Phillips 66	0.11%	1,768	$250K	Reduce -2.3%
SWKS Skyworks Solutions Inc.	0.11%	2,260	$241K	Add +22.2%
IEFA iShares Core MSCI Eafe ETF	0.10%	3,289	$239K	Reduce -10.5%
TMO Thermo Fisher Scientific Inc.	0.10%	421	$233K	Reduce -0.5%
VEA Vanguard Ftse Developed ETF	0.10%	4,705	$233K	Reduce -4.0%
IJR iShares Core S&P Small-Cap E	0.10%	2,172	$232K	Reduce -2.6%
MDT Medtronic PLC	0.10%	2,848	$224K	Reduce -7.7%
VIG Vanguard Dividend Apprec ETF	0.10%	1,225	$224K	No change
BKNG Booking Holdings Inc.	0.10%	56	$222K	New
DOW Dow Inc.	0.10%	4,150	$220K	Reduce -20.8%
CMI Cummins Inc.	0.10%	787	$218K	No change
GWW WW Grainger Inc. filed as GRAINGER W W INC	0.09%	233	$211K	Reduce -5.3%
PTY PIMCO Corporate & Income Opp	0.08%	12,239	$175K	New
VGM Invesco Trust for Investmen	0.06%	13,500	$139K	No change
F Ford Motor Co. filed as FORD MTR CO DEL	0.06%	10,417	$131K	Reduce -19.2%
CYH Community Health Systems Inc.	0.03%	17,000	$57K	New
PROKIDNEY CORP	0.02%	20,420	$50K	Add +5.2%
EVGO Evgo Inc.	0.01%	13,800	$34K	Reduce -41.0%
ALGS Aligos Therapeutics Inc.	0.00%	13,000	$5K	No change

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