Zullo Investment Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Zullo Investment Group, Inc. reported 146 stock positions worth $233.2 million. Its top holding was Apple (AAPL) at 16.2% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Microsoft (MSFT, 5.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 5, added to 65 and reduced 64. The biggest buy was PIMCO Corporate & Income Opp (PTY, shares +134%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SCRANTON, PA
- CIK
- 0001909760
- Portfolio Value
- $233.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002533 ↗ filed May 1, 2025
Holdings Value
Holdings 146 stocks · $233.2M
| AAPL Apple Inc. | 16.15% | 169,592 | $37.7M | Reduce -1.0% |
| NVDA Nvidia Corp. | 6.27% | 135,001 | $14.6M | Reduce -3.4% |
| MSFT Microsoft Corp. | 5.54% | 34,444 | $12.9M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 3.64% | 44,634 | $8.5M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 3.23% | 13,084 | $7.5M | Reduce -3.2% |
| XLK SS Technology Select Sector | 2.89% | 32,607 | $6.7M | Reduce -0.5% |
| XLF SS Financial Select Sector | 2.23% | 104,309 | $5.2M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 2.17% | 20,653 | $5.1M | Add +0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.71% | 5 | $4.0M | No change |
| HD Home Depot Inc. | 1.37% | 8,709 | $3.2M | Add +1.8% |
| WMT Walmart Inc. | 1.33% | 35,293 | $3.1M | Reduce -12.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.25% | 5,482 | $2.9M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 1.25% | 18,633 | $2.9M | Reduce -4.4% |
| XLE SS Energy Select Sector | 1.23% | 30,728 | $2.9M | Add +0.8% |
| JNJ Johnson & Johnson | 1.23% | 17,262 | $2.9M | Add +2.5% |
| XLV SS Health Care Select Sector | 1.22% | 19,491 | $2.8M | Add +0.8% |
| XLC SS Comm Select Sector SPDR | 1.17% | 28,405 | $2.7M | Add +0.3% |
| TSLA Tesla Inc. | 1.17% | 10,502 | $2.7M | Add +2.7% |
| SCHD Schwab US DVD Equity ETF | 1.14% | 95,403 | $2.7M | Add +3.7% |
| XLI SS Industrial Select Sector | 1.14% | 20,283 | $2.7M | Reduce -0.0% |
| V Visa Inc. Class A | 1.11% | 7,356 | $2.6M | Add +1.3% |
| PG The Procter & Gamble Co. | 1.09% | 14,948 | $2.5M | Reduce -2.0% |
| NFLX Netflix Inc. | 1.08% | 2,698 | $2.5M | Add +1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.04% | 9,747 | $2.4M | Add +0.6% |
| VZ Verizon Communications Inc. | 1.01% | 51,881 | $2.4M | Reduce -3.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.96% | 28,357 | $2.2M | Reduce -2.2% |
| XLY SS Consumer Disc Select Sect | 0.95% | 11,273 | $2.2M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.88% | 3,990 | $2.1M | No change |
| MCD McDonald's Corp. | 0.86% | 6,449 | $2.0M | Add +2.1% |
| UPS United Parcel Service Class B | 0.85% | 17,941 | $2.0M | Add +2.6% |
| PTY PIMCO Corporate & Income Opp | 0.83% | 134,674 | $1.9M | Add +134.1% |
| IVV iShares Core S&P 500 ETF | 0.78% | 3,228 | $1.8M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.77% | 1,910 | $1.8M | Reduce -15.6% |
| XLB SS Materials Select Sector | 0.77% | 20,846 | $1.8M | Add +0.9% |
| UNH Unitedhealth Group Inc. | 0.76% | 3,364 | $1.8M | Add +0.5% |
| XLP SS Consumer Staples Sel Sect | 0.75% | 21,341 | $1.7M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.75% | 11,264 | $1.7M | Add +2.9% |
| XOM Exxon Mobil Corp. | 0.74% | 14,426 | $1.7M | Add +0.7% |
| SCHW Schwab (charles) Corp. | 0.67% | 19,916 | $1.6M | Reduce -2.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.66% | 4,347 | $1.5M | Add +1.0% |
| FDX FedEx Corp. | 0.66% | 6,279 | $1.5M | Reduce -5.0% |
| GS Goldman Sachs Group Inc. | 0.62% | 2,660 | $1.5M | Add +3.3% |
| KO The Coca-Cola Co. | 0.58% | 18,914 | $1.4M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 0.57% | 2,457 | $1.3M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.55% | 1,564 | $1.3M | Add +3.4% |
| MS Morgan Stanley | 0.55% | 10,905 | $1.3M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.54% | 17,148 | $1.2M | Add +5.3% |
| AVGO Broadcom Inc. | 0.51% | 7,056 | $1.2M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.49% | 7,683 | $1.2M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.49% | 18,592 | $1.1M | Add +21.4% |
| QCOM Qualcomm Inc. | 0.49% | 7,394 | $1.1M | Add +0.3% |
| AMD Advanced Micro Devices | 0.48% | 10,918 | $1.1M | Reduce -2.3% |
| XLRE SS Real Estate Select Sector | 0.47% | 26,314 | $1.1M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.47% | 5,201 | $1.1M | Reduce -0.3% |
| BA The Boeing Co. | 0.46% | 6,276 | $1.1M | Add +12.0% |
| LOW Lowe's Cos Inc. | 0.45% | 4,542 | $1.1M | Add +1.1% |
| PRU Prudential Financial Inc. | 0.45% | 9,379 | $1.0M | Reduce -1.6% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.45% | 8,650 | $1.0M | No change |
| MRK Merck & Co. Inc. | 0.44% | 11,351 | $1.0M | Add +0.3% |
| AXP American Express Co. | 0.40% | 3,474 | $935K | Add +2.3% |
| CVX Chevron Corp. | 0.39% | 5,385 | $901K | Add +5.9% |
| SHOP Shopify Inc. Class A | 0.37% | 9,131 | $872K | Reduce -1.8% |
| PPL PPL Corp. | 0.37% | 23,969 | $866K | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.33% | 9,100 | $768K | Add +4.8% |
| TGT Target Corp. | 0.32% | 7,196 | $751K | Reduce -1.0% |
| LMT Lockheed Martin Corp. | 0.32% | 1,679 | $750K | Add +2.7% |
| ITW Illinois Tool Works | 0.32% | 2,965 | $735K | Reduce -1.4% |
| NOW ServiceNow Inc. | 0.31% | 917 | $730K | Add +2.1% |
| NEE Nextera Energy Inc. | 0.31% | 10,240 | $726K | Reduce -2.6% |
| CRM Salesforce Inc. | 0.30% | 2,637 | $708K | Add +10.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 6,996 | $690K | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.29% | 2,032 | $670K | Add +7.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 16,029 | $669K | Add +1.1% |
| SPOT Spotify Technology SA | 0.28% | 1,180 | $649K | Add +2.2% |
| RTX RTX Corp. | 0.27% | 4,726 | $626K | Add +0.4% |
| PM Philip Morris International | 0.27% | 3,935 | $625K | No change |
| ADI Analog Devices Inc. | 0.26% | 3,041 | $613K | Reduce -3.7% |
| ADP Automatic Data Processing | 0.25% | 1,889 | $577K | Reduce -0.4% |
| WM Waste Management Inc. | 0.25% | 2,490 | $576K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.24% | 1,030 | $565K | Add +7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 1,176 | $551K | Add +0.9% |
| MMM 3M Co. | 0.23% | 3,677 | $540K | Reduce -18.4% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 9,221 | $538K | Reduce -5.1% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 4,404 | $537K | Reduce -0.5% |
| ABT Abbott Laboratories | 0.23% | 3,983 | $528K | Add +3.1% |
| FCX Freeport-McMoran Inc. | 0.23% | 13,928 | $527K | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 905 | $506K | Reduce -2.2% |
| HON Honeywell International Inc. | 0.21% | 2,350 | $498K | Reduce -1.1% |
| GD General Dynamics Corp. | 0.20% | 1,681 | $458K | Reduce -2.0% |
| HDV iShares Core High Dividend E | 0.19% | 3,750 | $454K | No change |
| WFC Wells Fargo & Co. | 0.19% | 6,327 | $454K | Add +2.4% |
| CLX Clorox Company | 0.19% | 2,985 | $440K | Reduce -1.9% |
| COF Capital One Financial Corp. | 0.19% | 2,414 | $433K | Reduce -7.6% |
| KMB Kimberly-Clark Corp. | 0.18% | 3,012 | $428K | Reduce -5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 1,551 | $426K | No change |
| AMGN Amgen Inc. | 0.18% | 1,362 | $424K | Reduce -0.1% |
| KHC The Kraft Heinz Co. | 0.18% | 13,631 | $415K | No change |
| MO Altria Group Inc. | 0.18% | 6,898 | $414K | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 1,060 | $393K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.17% | 803 | $389K | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -3.4% | 6.27% | −1.30 |
| AAPL Apple Inc. | Reduce -1.0% | 16.15% | −1.17 |
| AMZN Amazon.com Inc. | Reduce -1.8% | 3.64% | −0.39 |
| MSFT Microsoft Corp. | Reduce -0.3% | 5.54% | −0.34 |
| GOOG Alphabet Inc. Class C | Reduce -4.4% | 1.25% | −0.25 |
| XLK SS Technology Select Sector | Reduce -0.5% | 2.89% | −0.19 |
| AVGO Broadcom Inc. | Reduce -0.2% | 0.51% | −0.16 |
| WMT Walmart Inc. | Reduce -12.1% | 1.33% | −0.14 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.13 |
| FDX FedEx Corp. | Reduce -5.0% | 0.66% | −0.10 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.09 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.09 |
| PWOD Penns Woods Bancorp Inc. | Sold out | 0.00% | −0.08 |
| TGT Target Corp. | Reduce -1.0% | 0.32% | −0.07 |
| AMD Advanced Micro Devices | Reduce -2.3% | 0.48% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -15.6% | 0.77% | −0.06 |
| IXN iShares Global Tech ETF | Reduce -17.6% | 0.09% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -1.8% | 0.37% | −0.03 |
| DIS The Walt Disney Co. | Reduce -0.2% | 0.30% | −0.02 |
| BIOVIE INC | Sold out | 0.00% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.4% | 0.11% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.1% | 0.23% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -0.4% | 0.11% | −0.01 |
| CLX Clorox Company | Reduce -1.9% | 0.19% | −0.01 |
| MS Morgan Stanley | Reduce -0.4% | 0.55% | −0.01 |
| ADI Analog Devices Inc. | Reduce -3.7% | 0.26% | −0.01 |
| ADSK Autodesk Inc. | Reduce -0.1% | 0.12% | −0.01 |
| CMI Cummins Inc. | Reduce -1.9% | 0.10% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -1.6% | 0.45% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.7% | 0.09% | −0.01 |
| TWO Two Harbors Investment Corp. | Reduce -20.4% | 0.09% | −0.00 |
| STX Seagate Technology Holdings | Reduce -7.4% | 0.11% | −0.00 |
| HON Honeywell International Inc. | Reduce -1.1% | 0.21% | −0.00 |
| MMM 3M Co. | Reduce -18.4% | 0.23% | −0.00 |
| COF Capital One Financial Corp. | Reduce -7.6% | 0.19% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.2% | 0.22% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 0.78% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.5% | 0.23% | +0.00 |
| NSC Norfolk Southern Corp. | Reduce -2.9% | 0.09% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -4.3% | 0.11% | +0.00 |
| LRCX Lam Research Corp. | Reduce -1.6% | 0.10% | +0.01 |
| CL Colgate-Palmolive Co. | Reduce -3.6% | 0.11% | +0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.2% | 0.14% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -1.0% | 0.15% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -2.6% | 0.31% | +0.01 |
| ITW Illinois Tool Works | Reduce -1.4% | 0.32% | +0.01 |
| FCX Freeport-McMoran Inc. | Reduce -1.5% | 0.23% | +0.01 |
| PAYX Paychex Inc. | Reduce -4.8% | 0.09% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.1% | 0.10% | +0.01 |
| GD General Dynamics Corp. | Reduce -2.0% | 0.20% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| PTY PIMCO Corporate & Income Opp | Add +134.1% | 0.83% | +0.50 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 1.25% | +0.25 |
| JNJ Johnson & Johnson | Add +2.5% | 1.23% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +0.7% | 2.17% | +0.19 |
| IBM Intl Business Machines Corp. | Add +0.6% | 1.04% | +0.18 |
| V Visa Inc. Class A | Add +1.3% | 1.11% | +0.18 |
| XLE SS Energy Select Sector | Add +0.8% | 1.23% | +0.18 |
| XLV SS Health Care Select Sector | Add +0.8% | 1.22% | +0.15 |
| UBER Uber Technologies Inc. | Add +5.3% | 0.54% | +0.14 |
| SCHD Schwab US DVD Equity ETF | Add +3.7% | 1.14% | +0.13 |
| CSCO Cisco Systems Inc. | Add +21.4% | 0.49% | +0.13 |
| MCD McDonald's Corp. | Add +2.1% | 0.86% | +0.12 |
| NFLX Netflix Inc. | Add +1.3% | 1.08% | +0.12 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.74% | +0.11 |
| KO The Coca-Cola Co. | Add +1.6% | 0.58% | +0.11 |
| RSG Republic Services Inc. | New | 0.09% | +0.09 |
| CVX Chevron Corp. | Add +5.9% | 0.39% | +0.09 |
| PCY Invesco Emerging Markets Sov | New | 0.09% | +0.09 |
| UNP Union Pacific Corp. | New | 0.09% | +0.09 |
| LLY Eli Lilly & Co. | Add +3.4% | 0.55% | +0.08 |
| XLP SS Consumer Staples Sel Sect | Add +0.4% | 0.75% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +0.5% | 0.76% | +0.07 |
| SPOT Spotify Technology SA | Add +2.2% | 0.28% | +0.07 |
| XLC SS Comm Select Sector SPDR | Add +0.3% | 1.17% | +0.07 |
| XLB SS Materials Select Sector | Add +0.9% | 0.77% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +4.8% | 0.33% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.0% | 0.66% | +0.06 |
| BA The Boeing Co. | Add +12.0% | 0.46% | +0.06 |
| ABT Abbott Laboratories | Add +3.1% | 0.23% | +0.05 |
| RTX RTX Corp. | Add +0.4% | 0.27% | +0.05 |
| WM Waste Management Inc. | Add +0.2% | 0.25% | +0.04 |
| MA Mastercard Inc. Class A | Add +7.5% | 0.24% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.1% | 0.17% | +0.04 |
| MO Altria Group Inc. | Add +2.4% | 0.18% | +0.04 |
| QCOM Qualcomm Inc. | Add +0.3% | 0.49% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +3.3% | 0.62% | +0.03 |
| HD Home Depot Inc. | Add +1.8% | 1.37% | +0.03 |
| SCHO Schwab Short-Term US Treas | Add +10.8% | 0.12% | +0.02 |
| WFC Wells Fargo & Co. | Add +2.4% | 0.19% | +0.02 |
| C Citigroup Inc. | Add +4.2% | 0.16% | +0.02 |
| NUE Nucor Corp. | Add +1.9% | 0.14% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +2.0% | 0.13% | +0.01 |
| PSX Phillips 66 | Add +0.6% | 0.09% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +1.2% | 0.15% | +0.01 |
| CAT Caterpillar Inc. | Add +7.1% | 0.29% | +0.01 |
| RDVY First Trust Rising Dividend | Add +0.6% | 0.14% | +0.01 |
| LOW Lowe's Cos Inc. | Add +1.1% | 0.45% | +0.01 |
| BAC Bank of America Corp. | Add +1.1% | 0.29% | +0.01 |
| ARM Arm Holdings PLC-ADR | Add +12.5% | 0.10% | +0.00 |
| ADBE Adobe Inc. | Add +9.7% | 0.14% | +0.00 |
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 |