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

0$100.0M$200.0M$300.0M Q1 2024: $213.4M Q1 2024 Q2 2024: $227.8M Q2 2024 Q3 2024: $240.9M Q3 2024 Q4 2024: $247.7M $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 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
ORCL Oracle Corp. 0.15% 2,198 $366K Add +3.4%
LHX L3HARRIS Technologies Inc. 0.15% 1,717 $361K Add +3.3%
SBUX Starbucks Corp. 0.15% 3,942 $360K Reduce -7.5%
C Citigroup Inc. 0.14% 5,095 $359K Add +5.9%
AMGN Amgen Inc. 0.14% 1,364 $356K Add +2.8%
MO Altria Group Inc. 0.14% 6,736 $352K Add +6.5%
PNC PNC Financial Services Group 0.14% 1,807 $349K Add +0.8%
ADBE Adobe Inc. 0.14% 780 $347K Reduce -0.8%
RDVY First Trust Rising Dividend 0.14% 5,712 $338K Add +0.5%
APD Air Products & Chemicals Inc. 0.13% 1,150 $334K No change
CMCSA Comcast Corp. Class A 0.13% 8,814 $331K Reduce -11.8%
NKE Nike Inc. Class B 0.13% 4,371 $331K Reduce -17.5%
VRTX Vertex Pharmaceuticals Inc. 0.13% 802 $323K Add +6.7%
ALL Allstate Corp. 0.13% 1,660 $320K No change
NUE Nucor Corp. 0.13% 2,739 $320K Reduce -1.8%
CMG Chipotle Mexican Grill Inc. 0.13% 5,295 $319K Reduce -5.4%
IVW iShares S&P 500 Growth ETF 0.13% 3,118 $317K No change
AFL Aflac Inc. 0.12% 2,991 $309K No change
ADSK Autodesk Inc. 0.12% 1,026 $303K Reduce -2.3%
CB Chubb Ltd. 0.12% 1,093 $302K Add +2.8%
MCHP Microchip Technology Inc. 0.12% 5,235 $300K Reduce -2.3%
IXN iShares Global Tech ETF 0.12% 3,448 $292K Reduce -0.7%
FDBC Fidelity D&D Bancorp Inc. 0.12% 5,943 $290K No change
STX Seagate Technology Holdings 0.11% 3,235 $279K Reduce -2.3%
MPC Marathon Petroleum Corp. 0.11% 1,986 $277K Add +7.5%
SO The Southern Co. 0.11% 3,362 $277K Reduce -3.3%
CMI Cummins Inc. 0.11% 790 $276K Add +0.3%
SCHO Schwab Short-Term US Treas 0.10% 10,752 $259K Reduce -8.6%
AGG iShares Core U.S. Aggregate 0.10% 2,638 $256K Reduce -3.3%
CL Colgate-Palmolive Co. 0.10% 2,810 $255K Reduce -11.0%
IJR iShares Core S&P Small-Cap E 0.10% 2,098 $242K Reduce -3.4%
VIG Vanguard Dividend Apprec ETF 0.10% 1,225 $240K No change
ARM Arm Holdings PLC-ADR 0.10% 1,915 $236K Add +4.6%
LRCX Lam Research Corp. 0.10% 3,258 $235K New
TWO Two Harbors Investment Corp. filed as TWO HBRS INVT CORP 0.09% 19,511 $231K Reduce -5.9%
IEFA iShares Core MSCI Eafe ETF 0.09% 3,211 $226K Reduce -1.7%
MDT Medtronic PLC 0.09% 2,758 $220K Reduce -0.9%
NSC Norfolk Southern Corp. 0.09% 910 $214K Reduce -0.9%
VEA Vanguard Ftse Developed ETF 0.09% 4,450 $213K Reduce -4.2%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.09% 201 $212K Reduce -3.8%
PWOD Penns Woods Bancorp Inc. 0.08% 6,800 $207K New
PSX Phillips 66 0.08% 1,774 $202K Add +0.3%
PAYX Paychex Inc. 0.08% 1,429 $200K New
VGM Invesco Trust for Investmen 0.06% 13,500 $136K No change
RIG Transocean Ltd. 0.05% 32,400 $122K New
SNAP Snap Inc. Class A 0.05% 10,675 $115K New
BIOVIE INC 0.02% 23,000 $46K Reduce -8.0%
PROKIDNEY CORP 0.01% 12,120 $20K Reduce -40.6%

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

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