Zullo Investment Group, Inc.

Name: Zullo Investment Group, Inc. 13F holdings, Q1 2025
Creator: Zullo Investment Group, Inc.
Published: 2025-05-01

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

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%
SBUX Starbucks Corp.	0.16%	3,857	$378K	Reduce -2.2%
C Citigroup Inc.	0.16%	5,309	$377K	Add +4.2%
PANW Palo Alto Networks Inc.	0.16%	2,173	$371K	Add +0.7%
LHX L3HARRIS Technologies Inc.	0.15%	1,700	$356K	Reduce -1.0%
BLK BlackRock Inc.	0.15%	373	$353K	Add +0.8%
IWM iShares Russell 2000 ETF	0.15%	1,749	$349K	Add +0.1%
ALL Allstate Corp.	0.15%	1,660	$344K	No change
APD Air Products & Chemicals Inc.	0.15%	1,164	$343K	Add +1.2%
RDVY First Trust Rising Dividend	0.14%	5,746	$336K	Add +0.6%
NUE Nucor Corp.	0.14%	2,790	$336K	Add +1.9%
ADBE Adobe Inc.	0.14%	856	$328K	Add +9.7%
AFL Aflac Inc.	0.14%	2,934	$326K	Reduce -1.9%
ORCL Oracle Corp.	0.14%	2,331	$326K	Add +6.0%
CMCSA Comcast Corp. Class A	0.14%	8,799	$325K	Reduce -0.2%
CB Chubb Ltd.	0.14%	1,071	$323K	Reduce -2.0%
PNC PNC Financial Services Group	0.14%	1,833	$322K	Add +1.4%
SO The Southern Co.	0.13%	3,327	$306K	Reduce -1.0%
MPC Marathon Petroleum Corp.	0.13%	2,025	$295K	Add +2.0%
SCHO Schwab Short-Term US Treas	0.12%	11,909	$290K	Add +10.8%
IVW iShares S&P 500 Growth ETF	0.12%	3,118	$289K	No change
ADSK Autodesk Inc.	0.12%	1,025	$268K	Reduce -0.1%
CMG Chipotle Mexican Grill Inc.	0.11%	5,220	$262K	Reduce -1.4%
STX Seagate Technology Holdings	0.11%	2,996	$255K	Reduce -7.4%
CL Colgate-Palmolive Co.	0.11%	2,708	$254K	Reduce -3.6%
MCHP Microchip Technology Inc.	0.11%	5,216	$252K	Reduce -0.4%
AGG iShares Core U.S. Aggregate	0.11%	2,525	$250K	Reduce -4.3%
FDBC Fidelity D&D Bancorp Inc.	0.11%	5,943	$247K	No change
MDT Medtronic PLC	0.10%	2,725	$245K	Reduce -1.2%
CMI Cummins Inc.	0.10%	775	$243K	Reduce -1.9%
IEFA iShares Core MSCI Eafe ETF	0.10%	3,207	$243K	Reduce -0.1%
VIG Vanguard Dividend Apprec ETF	0.10%	1,225	$238K	No change
LRCX Lam Research Corp.	0.10%	3,207	$233K	Reduce -1.6%
ARM Arm Holdings PLC-ADR	0.10%	2,154	$230K	Add +12.5%
PSX Phillips 66	0.09%	1,784	$220K	Add +0.6%
RSG Republic Services Inc.	0.09%	908	$220K	New
IXN iShares Global Tech ETF	0.09%	2,841	$215K	Reduce -17.6%
IJR iShares Core S&P Small-Cap E	0.09%	2,042	$213K	Reduce -2.7%
PAYX Paychex Inc.	0.09%	1,360	$210K	Reduce -4.8%
NSC Norfolk Southern Corp.	0.09%	884	$209K	Reduce -2.9%
TWO Two Harbors Investment Corp. filed as TWO HBRS INVT CORP	0.09%	15,539	$208K	Reduce -20.4%
PCY Invesco Emerging Markets Sov	0.09%	10,188	$205K	New
UNP Union Pacific Corp.	0.09%	865	$204K	New
VGM Invesco Trust for Investmen	0.06%	13,500	$134K	No change
RIG Transocean Ltd.	0.05%	33,700	$107K	Add +4.0%
SNAP Snap Inc. Class A	0.04%	10,675	$93K	No change
PROKIDNEY CORP	0.00%	12,620	$11K	Add +4.1%

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