Zullo Investment Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Zullo Investment Group, Inc. reported 148 stock positions worth $247.7 million. Its top holding was Apple (AAPL) at 17.3% of the portfolio, followed by Nvidia (NVDA, 7.6%) and Microsoft (MSFT, 5.9%). Compared with Q3 2024, it opened 6 new positions, sold out of 8, added to 45 and reduced 80. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SCRANTON, PA
- CIK
- 0001909760
- Portfolio Value
- $247.7M (Q4 2024)
- SEC Filing
- 0001085146-25-000702 ↗ filed Feb 3, 2025
Holdings Value
Holdings 148 stocks · $247.7M
| AAPL Apple Inc. | 17.33% | 171,340 | $42.9M | Reduce -0.6% |
| NVDA Nvidia Corp. | 7.57% | 139,685 | $18.8M | Add +0.2% |
| MSFT Microsoft Corp. | 5.88% | 34,553 | $14.6M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 4.03% | 45,468 | $10.0M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 3.20% | 13,516 | $7.9M | Reduce -0.5% |
| XLK SS Technology Select Sector | 3.08% | 32,761 | $7.6M | Reduce -1.3% |
| XLF SS Financial Select Sector | 2.04% | 104,516 | $5.1M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 1.99% | 20,515 | $4.9M | Add +0.5% |
| TSLA Tesla Inc. | 1.67% | 10,228 | $4.1M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 1.50% | 19,497 | $3.7M | Add +0.3% |
| WMT Walmart Inc. | 1.46% | 40,149 | $3.6M | Add +0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.37% | 5 | $3.4M | No change |
| HD Home Depot Inc. | 1.34% | 8,553 | $3.3M | Add +1.5% |
| XLC SS Comm Select Sector SPDR | 1.11% | 28,325 | $2.7M | Reduce -4.1% |
| XLI SS Industrial Select Sector | 1.08% | 20,292 | $2.7M | Reduce -1.3% |
| XLV SS Health Care Select Sector | 1.07% | 19,334 | $2.7M | Reduce -0.6% |
| XLE SS Energy Select Sector | 1.05% | 30,484 | $2.6M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 1.03% | 15,260 | $2.6M | Reduce -0.1% |
| XLY SS Consumer Disc Select Sect | 1.02% | 11,250 | $2.5M | Reduce -3.7% |
| SCHD Schwab US DVD Equity ETF | 1.01% | 92,010 | $2.5M | Reduce -7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.00% | 5,481 | $2.5M | No change |
| JNJ Johnson & Johnson | 0.98% | 16,847 | $2.4M | Reduce -4.5% |
| NFLX Netflix Inc. | 0.96% | 2,663 | $2.4M | Reduce -1.3% |
| V Visa Inc. Class A | 0.93% | 7,263 | $2.3M | Add +0.5% |
| UPS United Parcel Service Class B | 0.89% | 17,491 | $2.2M | Reduce -0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.89% | 29,005 | $2.2M | Reduce -1.5% |
| VZ Verizon Communications Inc. | 0.87% | 53,906 | $2.2M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.87% | 3,990 | $2.1M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.86% | 9,688 | $2.1M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.84% | 2,263 | $2.1M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.84% | 10,949 | $2.1M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.78% | 3,270 | $1.9M | Reduce -0.8% |
| FDX FedEx Corp. | 0.75% | 6,613 | $1.9M | Reduce -0.7% |
| MCD McDonald's Corp. | 0.74% | 6,316 | $1.8M | Reduce -4.4% |
| XLB SS Materials Select Sector | 0.70% | 20,666 | $1.7M | Reduce -1.4% |
| UNH Unitedhealth Group Inc. | 0.68% | 3,349 | $1.7M | Reduce -1.1% |
| XLP SS Consumer Staples Sel Sect | 0.67% | 21,255 | $1.7M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.66% | 7,073 | $1.6M | Add +0.0% |
| XOM Exxon Mobil Corp. | 0.62% | 14,333 | $1.5M | Add +2.8% |
| VGT Vanguard Info Tech ETF | 0.62% | 2,456 | $1.5M | Reduce -0.4% |
| SCHW Schwab (charles) Corp. | 0.61% | 20,385 | $1.5M | Reduce -1.5% |
| GS Goldman Sachs Group Inc. | 0.60% | 2,575 | $1.5M | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.59% | 4,304 | $1.5M | Add +0.9% |
| MS Morgan Stanley | 0.56% | 10,953 | $1.4M | Reduce -4.0% |
| AMD Advanced Micro Devices | 0.55% | 11,177 | $1.4M | Add +0.7% |
| PEP Pepsico Inc. | 0.47% | 7,709 | $1.2M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.47% | 1,513 | $1.2M | Add +2.5% |
| KO The Coca-Cola Co. | 0.47% | 18,621 | $1.2M | Add +1.0% |
| QCOM Qualcomm Inc. | 0.46% | 7,368 | $1.1M | Reduce -0.7% |
| PRU Prudential Financial Inc. | 0.46% | 9,528 | $1.1M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.45% | 11,318 | $1.1M | Add +0.4% |
| LOW Lowe's Cos Inc. | 0.45% | 4,493 | $1.1M | Add +1.7% |
| XLRE SS Real Estate Select Sector | 0.44% | 26,853 | $1.1M | Reduce -3.1% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.44% | 8,650 | $1.1M | No change |
| AXP American Express Co. | 0.41% | 3,397 | $1.0M | Add +4.0% |
| BA The Boeing Co. | 0.40% | 5,602 | $992K | Add +2.4% |
| SHOP Shopify Inc. Class A | 0.40% | 9,301 | $989K | Add +0.6% |
| UBER Uber Technologies Inc. | 0.40% | 16,291 | $983K | Add +7.3% |
| TGT Target Corp. | 0.40% | 7,268 | $983K | Reduce -0.3% |
| NOW ServiceNow Inc. | 0.38% | 898 | $952K | Add +7.9% |
| ABBV Abbvie Inc. | 0.37% | 5,214 | $927K | Add +1.8% |
| CSCO Cisco Systems Inc. | 0.37% | 15,321 | $907K | Reduce -1.6% |
| PTY PIMCO Corporate & Income Opp | 0.33% | 57,519 | $827K | Add +141.4% |
| CRM Salesforce Inc. | 0.32% | 2,393 | $800K | Add +1.8% |
| LMT Lockheed Martin Corp. | 0.32% | 1,635 | $795K | Reduce -1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 7,011 | $781K | Reduce -1.5% |
| PPL PPL Corp. | 0.31% | 24,028 | $780K | Reduce -4.1% |
| ITW Illinois Tool Works | 0.31% | 3,008 | $763K | Reduce -2.4% |
| NEE Nextera Energy Inc. | 0.30% | 10,516 | $754K | Reduce -2.1% |
| CVX Chevron Corp. | 0.30% | 5,083 | $736K | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 15,860 | $697K | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.28% | 1,897 | $688K | Add +7.5% |
| ADI Analog Devices Inc. | 0.27% | 3,159 | $671K | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 8,684 | $657K | Add +9.4% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 9,712 | $605K | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 1,165 | $596K | Reduce -5.2% |
| MMM 3M Co. | 0.23% | 4,505 | $582K | Reduce -9.9% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 4,427 | $569K | Reduce -1.8% |
| ADP Automatic Data Processing | 0.22% | 1,896 | $555K | Reduce -1.4% |
| RTX RTX Corp. | 0.22% | 4,707 | $545K | Reduce -8.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 925 | $542K | Add +1.6% |
| FCX Freeport-McMoran Inc. | 0.22% | 14,143 | $539K | Reduce -2.1% |
| HON Honeywell International Inc. | 0.22% | 2,377 | $537K | Reduce -1.8% |
| SPOT Spotify Technology SA | 0.21% | 1,155 | $517K | No change |
| MA Mastercard Inc. Class A | 0.20% | 958 | $505K | Add +1.3% |
| WM Waste Management Inc. | 0.20% | 2,486 | $502K | Reduce -2.9% |
| CLX Clorox Company | 0.20% | 3,043 | $494K | Reduce -8.0% |
| PM Philip Morris International | 0.19% | 3,935 | $474K | No change |
| COF Capital One Financial Corp. | 0.19% | 2,613 | $466K | Reduce -5.2% |
| GD General Dynamics Corp. | 0.18% | 1,715 | $452K | Reduce -7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,551 | $449K | No change |
| ABT Abbott Laboratories | 0.18% | 3,864 | $437K | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,060 | $435K | No change |
| WFC Wells Fargo & Co. | 0.18% | 6,180 | $434K | Add +5.7% |
| HDV iShares Core High Dividend E | 0.17% | 3,750 | $421K | No change |
| KHC The Kraft Heinz Co. | 0.17% | 13,631 | $419K | No change |
| KMB Kimberly-Clark Corp. | 0.17% | 3,179 | $417K | Reduce -4.5% |
| PANW Palo Alto Networks Inc. | 0.16% | 2,158 | $393K | Reduce -4.8% |
| IWM iShares Russell 2000 ETF | 0.16% | 1,748 | $386K | Reduce -5.4% |
| BLK BlackRock Inc. | 0.15% | 370 | $379K | New |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -0.1% | 5.88% | −0.30 |
| JNJ Johnson & Johnson | Reduce -4.5% | 0.98% | −0.20 |
| XLV SS Health Care Select Sector | Reduce -0.6% | 1.07% | −0.17 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.7% | 1.01% | −0.15 |
| VZ Verizon Communications Inc. | Reduce -1.2% | 0.87% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.68% | −0.14 |
| XLB SS Materials Select Sector | Reduce -1.4% | 0.70% | −0.14 |
| UPS United Parcel Service Class B | Reduce -0.4% | 0.89% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.10 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.5% | 0.89% | −0.10 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.10 |
| MCD McDonald's Corp. | Reduce -4.4% | 0.74% | −0.10 |
| DOW Dow Inc. | Sold out | 0.00% | −0.10 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.09 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.09 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.08 |
| FCX Freeport-McMoran Inc. | Reduce -2.1% | 0.22% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -1.3% | 0.32% | −0.08 |
| XLI SS Industrial Select Sector | Reduce -1.3% | 1.08% | −0.08 |
| TGT Target Corp. | Reduce -0.3% | 0.40% | −0.08 |
| XLRE SS Real Estate Select Sector | Reduce -3.1% | 0.44% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -2.1% | 0.30% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 0.46% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 1.03% | −0.07 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.8% | 0.67% | −0.06 |
| XLE SS Energy Select Sector | Reduce -0.5% | 1.05% | −0.06 |
| NKE Nike Inc. Class B | Reduce -17.5% | 0.13% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -2.3% | 0.12% | −0.06 |
| GD General Dynamics Corp. | Reduce -7.7% | 0.18% | −0.05 |
| MMM 3M Co. | Reduce -9.9% | 0.23% | −0.05 |
| F Ford Motor Co. | Sold out | 0.00% | −0.05 |
| NUE Nucor Corp. | Reduce -1.8% | 0.13% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -11.8% | 0.13% | −0.04 |
| RTX RTX Corp. | Reduce -8.4% | 0.22% | −0.04 |
| STX Seagate Technology Holdings | Reduce -2.3% | 0.11% | −0.04 |
| XLK SS Technology Select Sector | Reduce -1.3% | 3.08% | −0.04 |
| ADI Analog Devices Inc. | Reduce -1.4% | 0.27% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 3.20% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -11.0% | 0.10% | −0.03 |
| PPL PPL Corp. | Reduce -4.1% | 0.31% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.14% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -4.5% | 0.17% | −0.03 |
| SBUX Starbucks Corp. | Reduce -7.5% | 0.15% | −0.03 |
| ITW Illinois Tool Works | Reduce -2.4% | 0.31% | −0.03 |
| TWO Two Harbors Investment Corp. | Reduce -5.9% | 0.09% | −0.03 |
| CLX Clorox Company | Reduce -8.0% | 0.20% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -0.1% | 0.46% | −0.02 |
| EVGO Evgo Inc. | Sold out | 0.00% | −0.02 |
| SO The Southern Co. | Reduce -3.3% | 0.11% | −0.02 |
| WM Waste Management Inc. | Reduce -2.9% | 0.20% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +0.2% | 7.57% | +0.54 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 1.99% | +0.20 |
| PTY PIMCO Corporate & Income Opp | Add +141.4% | 0.33% | +0.19 |
| AVGO Broadcom Inc. | Add +0.0% | 0.66% | +0.16 |
| BLK BlackRock Inc. | New | 0.15% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.50% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | Add +9.4% | 0.27% | +0.14 |
| WMT Walmart Inc. | Add +0.0% | 1.46% | +0.12 |
| V Visa Inc. Class A | Add +0.5% | 0.93% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.9% | 0.59% | +0.10 |
| LRCX Lam Research Corp. | New | 0.10% | +0.10 |
| SHOP Shopify Inc. Class A | Add +0.6% | 0.40% | +0.09 |
| PWOD Penns Woods Bancorp Inc. | New | 0.08% | +0.08 |
| PAYX Paychex Inc. | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | Add +7.9% | 0.38% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +1.1% | 0.60% | +0.07 |
| CRM Salesforce Inc. | Add +1.8% | 0.32% | +0.06 |
| BA The Boeing Co. | Add +2.4% | 0.40% | +0.06 |
| RIG Transocean Ltd. | New | 0.05% | +0.05 |
| SNAP Snap Inc. Class A | New | 0.05% | +0.05 |
| AXP American Express Co. | Add +4.0% | 0.41% | +0.04 |
| WFC Wells Fargo & Co. | Add +5.7% | 0.18% | +0.04 |
| C Citigroup Inc. | Add +5.9% | 0.14% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.3% | 0.20% | +0.01 |
| MO Altria Group Inc. | Add +6.5% | 0.14% | +0.01 |
| CMI Cummins Inc. | Add +0.3% | 0.11% | +0.01 |
| PNC PNC Financial Services Group | Add +0.8% | 0.14% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.6% | 0.22% | +0.00 |
| ORCL Oracle Corp. | Add +3.4% | 0.15% | −0.00 |
| CVX Chevron Corp. | Add +3.6% | 0.30% | −0.00 |
| ABT Abbott Laboratories | Add +1.9% | 0.18% | −0.00 |
| RDVY First Trust Rising Dividend | Add +0.5% | 0.14% | −0.00 |
| CB Chubb Ltd. | Add +2.8% | 0.12% | −0.01 |
| CAT Caterpillar Inc. | Add +7.5% | 0.28% | −0.01 |
| MPC Marathon Petroleum Corp. | Add +7.5% | 0.11% | −0.01 |
| ARM Arm Holdings PLC-ADR | Add +4.6% | 0.10% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +6.7% | 0.13% | −0.01 |
| PSX Phillips 66 | Add +0.3% | 0.08% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Add +3.3% | 0.15% | −0.02 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.86% | −0.03 |
| AMGN Amgen Inc. | Add +2.8% | 0.14% | −0.03 |
| ABBV Abbvie Inc. | Add +1.8% | 0.37% | −0.05 |
| LOW Lowe's Cos Inc. | Add +1.7% | 0.45% | −0.05 |
| XOM Exxon Mobil Corp. | Add +2.8% | 0.62% | −0.06 |
| PEP Pepsico Inc. | Add +0.3% | 0.47% | −0.07 |
| LLY Eli Lilly & Co. | Add +2.5% | 0.47% | −0.07 |
| HD Home Depot Inc. | Add +1.5% | 1.34% | −0.07 |
| UBER Uber Technologies Inc. | Add +7.3% | 0.40% | −0.08 |
| MRK Merck & Co. Inc. | Add +0.4% | 0.45% | −0.08 |
| KO The Coca-Cola Co. | Add +1.0% | 0.47% | −0.08 |
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 |