Zullo Investment Group, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Zullo Investment Group, Inc. reported 152 stock positions worth $246.6 million. Its top holding was Apple (AAPL) at 13.5% of the portfolio, followed by Nvidia (NVDA, 8.7%) and Microsoft (MSFT, 6.7%). Compared with Q1 2025, it opened 11 new positions, sold out of 5, added to 62 and reduced 68. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SCRANTON, PA
- CIK
- 0001909760
- Portfolio Value
- $246.6M (Q2 2025)
- SEC Filing
- 0001085146-25-004138 ↗ filed Jul 24, 2025
Holdings Value
Holdings 152 stocks · $246.6M
| AAPL Apple Inc. | 13.49% | 162,135 | $33.3M | Reduce -4.4% |
| NVDA Nvidia Corp. | 8.73% | 136,199 | $21.5M | Add +0.9% |
| MSFT Microsoft Corp. | 6.73% | 33,336 | $16.6M | Reduce -3.2% |
| META Meta Platforms Inc. Class A | 4.02% | 13,423 | $9.9M | Add +2.6% |
| AMZN Amazon.com Inc. | 3.75% | 42,168 | $9.3M | Reduce -5.5% |
| XLK SS Technology Select Sector | 3.39% | 32,978 | $8.4M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 2.44% | 20,718 | $6.0M | Add +0.3% |
| XLF SS Financial Select Sector | 2.21% | 104,207 | $5.5M | Reduce -0.1% |
| NFLX Netflix Inc. | 1.47% | 2,715 | $3.6M | Add +0.6% |
| TSLA Tesla Inc. | 1.40% | 10,851 | $3.4M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 1.36% | 18,896 | $3.4M | Add +1.4% |
| XLC SS Comm Select Sector SPDR | 1.27% | 28,819 | $3.1M | Add +1.5% |
| XLI SS Industrial Select Sector | 1.24% | 20,757 | $3.1M | Add +2.3% |
| HD Home Depot Inc. | 1.17% | 7,851 | $2.9M | Reduce -9.8% |
| WMT Walmart Inc. | 1.15% | 28,944 | $2.8M | Reduce -18.0% |
| XLV SS Health Care Select Sector | 1.06% | 19,392 | $2.6M | Reduce -0.5% |
| V Visa Inc. Class A | 1.06% | 7,334 | $2.6M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 1.04% | 97,150 | $2.6M | Add +1.8% |
| XLE SS Energy Select Sector | 1.03% | 30,013 | $2.5M | Reduce -2.3% |
| XLY SS Consumer Disc Select Sect | 1.01% | 11,481 | $2.5M | Add +1.9% |
| PG The Procter & Gamble Co. | 0.97% | 15,033 | $2.4M | Add +0.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.95% | 28,727 | $2.3M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.92% | 4,674 | $2.3M | Reduce -14.7% |
| VOO Vanguard S&P 500 ETF | 0.92% | 3,990 | $2.3M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.90% | 4,367 | $2.2M | Add +0.5% |
| PTY PIMCO Corporate & Income Opp | 0.88% | 155,678 | $2.2M | Add +15.6% |
| JNJ Johnson & Johnson | 0.86% | 13,831 | $2.1M | Reduce -19.9% |
| GOOGL Alphabet Inc. Class A | 0.83% | 11,597 | $2.0M | Add +3.0% |
| VZ Verizon Communications Inc. | 0.82% | 46,945 | $2.0M | Reduce -9.5% |
| IVV iShares Core S&P 500 ETF | 0.81% | 3,221 | $2.0M | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.79% | 7,063 | $1.9M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.77% | 2,695 | $1.9M | Add +1.3% |
| COST Costco Wholesale Corp. | 0.77% | 1,924 | $1.9M | Add +0.7% |
| MCD McDonald's Corp. | 0.75% | 6,358 | $1.9M | Reduce -1.4% |
| XLB SS Materials Select Sector | 0.74% | 20,794 | $1.8M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 0.73% | 19,675 | $1.8M | Reduce -1.2% |
| XLP SS Consumer Staples Sel Sect | 0.71% | 21,730 | $1.8M | Add +1.8% |
| UPS United Parcel Service Class B | 0.69% | 16,882 | $1.7M | Reduce -5.9% |
| VGT Vanguard Info Tech ETF | 0.66% | 2,468 | $1.6M | Add +0.5% |
| AMD Advanced Micro Devices | 0.65% | 11,288 | $1.6M | Add +3.4% |
| MS Morgan Stanley | 0.62% | 10,780 | $1.5M | Reduce -1.1% |
| UBER Uber Technologies Inc. | 0.61% | 16,010 | $1.5M | Reduce -6.6% |
| FDX FedEx Corp. | 0.55% | 6,013 | $1.4M | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.55% | 4,585 | $1.4M | Reduce -53.0% |
| BA The Boeing Co. | 0.54% | 6,353 | $1.3M | Add +1.2% |
| LLY Eli Lilly & Co. | 0.52% | 1,649 | $1.3M | Add +5.4% |
| CSCO Cisco Systems Inc. | 0.51% | 18,162 | $1.3M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 0.50% | 3,984 | $1.2M | Add +18.4% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 8,811 | $1.2M | Reduce -3.2% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.48% | 8,650 | $1.2M | No change |
| QCOM Qualcomm Inc. | 0.46% | 7,104 | $1.1M | Reduce -3.9% |
| XLRE SS Real Estate Select Sector | 0.43% | 25,623 | $1.1M | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.42% | 5,572 | $1.0M | Add +7.1% |
| LOW Lowe's Cos Inc. | 0.41% | 4,529 | $1.0M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.40% | 7,450 | $984K | Reduce -3.0% |
| PRU Prudential Financial Inc. | 0.39% | 9,024 | $970K | Reduce -3.8% |
| SHOP Shopify Inc. Class A | 0.39% | 8,287 | $956K | Reduce -9.2% |
| NOW ServiceNow Inc. | 0.38% | 918 | $944K | Add +0.1% |
| SPOT Spotify Technology SA | 0.37% | 1,200 | $921K | Add +1.7% |
| MRK Merck & Co. Inc. | 0.36% | 11,130 | $881K | Reduce -1.9% |
| PPL PPL Corp. | 0.33% | 23,968 | $812K | Reduce 0.0% |
| CAT Caterpillar Inc. | 0.33% | 2,084 | $809K | Add +2.6% |
| LMT Lockheed Martin Corp. | 0.32% | 1,719 | $796K | Add +2.4% |
| CVX Chevron Corp. | 0.32% | 5,528 | $792K | Add +2.7% |
| CRM Salesforce Inc. | 0.31% | 2,829 | $772K | Add +7.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 16,146 | $764K | Add +0.7% |
| ITW Illinois Tool Works | 0.30% | 2,944 | $728K | Reduce -0.7% |
| PM Philip Morris International | 0.29% | 3,935 | $717K | No change |
| XOM Exxon Mobil Corp. | 0.29% | 6,586 | $710K | Reduce -54.4% |
| ADI Analog Devices Inc. | 0.29% | 2,980 | $709K | Reduce -2.0% |
| NEE Nextera Energy Inc. | 0.29% | 10,147 | $704K | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 5,657 | $702K | Reduce -19.1% |
| KO The Coca-Cola Co. | 0.28% | 9,772 | $691K | Reduce -48.3% |
| TGT Target Corp. | 0.28% | 6,915 | $682K | Reduce -3.9% |
| RTX RTX Corp. | 0.28% | 4,657 | $680K | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,179 | $651K | Add +0.3% |
| FCX Freeport-McMoran Inc. | 0.25% | 14,385 | $624K | Add +3.3% |
| MA Mastercard Inc. Class A | 0.24% | 1,073 | $603K | Add +4.2% |
| AXP American Express Co. | 0.24% | 1,888 | $603K | Reduce -45.6% |
| ITOT iShares Core S&P Total U.S. | 0.24% | 4,386 | $592K | Reduce -0.4% |
| COF Capital One Financial Corp. | 0.24% | 2,735 | $582K | Add +13.3% |
| ADP Automatic Data Processing | 0.23% | 1,870 | $577K | Reduce -1.0% |
| WM Waste Management Inc. | 0.23% | 2,495 | $571K | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 922 | $570K | Add +1.9% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 9,132 | $566K | Reduce -1.0% |
| MMM 3M Co. | 0.23% | 3,718 | $566K | Add +1.1% |
| HON Honeywell International Inc. | 0.22% | 2,332 | $543K | Reduce -0.8% |
| ABT Abbott Laboratories | 0.21% | 3,896 | $530K | Reduce -2.2% |
| ORCL Oracle Corp. | 0.21% | 2,361 | $516K | Add +1.3% |
| WFC Wells Fargo & Co. | 0.20% | 6,218 | $498K | Reduce -1.7% |
| GD General Dynamics Corp. | 0.20% | 1,694 | $494K | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,551 | $471K | No change |
| C Citigroup Inc. | 0.19% | 5,498 | $468K | Add +3.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 1,065 | $467K | Add +0.5% |
| HDV iShares Core High Dividend E | 0.18% | 3,750 | $439K | No change |
| STX Seagate Technology Holdings | 0.18% | 2,996 | $432K | No change |
| LHX L3HARRIS Technologies Inc. | 0.17% | 1,699 | $426K | Reduce -0.1% |
| MO Altria Group Inc. | 0.17% | 7,211 | $423K | Add +4.5% |
| PANW Palo Alto Networks Inc. | 0.17% | 2,052 | $420K | Reduce -5.6% |
| KMB Kimberly-Clark Corp. | 0.16% | 3,034 | $391K | Add +0.7% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -4.4% | 13.49% | −2.66 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −1.71 |
| IBM Intl Business Machines Corp. | Reduce -53.0% | 0.55% | −0.49 |
| XOM Exxon Mobil Corp. | Reduce -54.4% | 0.29% | −0.45 |
| JNJ Johnson & Johnson | Reduce -19.9% | 0.86% | −0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.7% | 0.92% | −0.33 |
| KO The Coca-Cola Co. | Reduce -48.3% | 0.28% | −0.30 |
| HD Home Depot Inc. | Reduce -9.8% | 1.17% | −0.20 |
| XLE SS Energy Select Sector | Reduce -2.3% | 1.03% | −0.20 |
| VZ Verizon Communications Inc. | Reduce -9.5% | 0.82% | −0.19 |
| WMT Walmart Inc. | Reduce -18.0% | 1.15% | −0.18 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.18 |
| XLV SS Health Care Select Sector | Reduce -0.5% | 1.06% | −0.16 |
| AXP American Express Co. | Reduce -45.6% | 0.24% | −0.16 |
| UPS United Parcel Service Class B | Reduce -5.9% | 0.69% | −0.15 |
| MCD McDonald's Corp. | Reduce -1.4% | 0.75% | −0.11 |
| FDX FedEx Corp. | Reduce -4.2% | 0.55% | −0.10 |
| PEP Pepsico Inc. | Reduce -3.0% | 0.40% | −0.09 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.09 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 0.36% | −0.08 |
| CLX Clorox Company | Reduce -9.3% | 0.13% | −0.06 |
| PRU Prudential Financial Inc. | Reduce -3.8% | 0.39% | −0.06 |
| V Visa Inc. Class A | Reduce -0.3% | 1.06% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.41% | −0.05 |
| TGT Target Corp. | Reduce -3.9% | 0.28% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -15.7% | 0.12% | −0.04 |
| XLRE SS Real Estate Select Sector | Reduce -2.6% | 0.43% | −0.04 |
| PPL PPL Corp. | Reduce 0.0% | 0.33% | −0.04 |
| RIG Transocean Ltd. | Reduce -59.6% | 0.01% | −0.03 |
| AMGN Amgen Inc. | Reduce -2.0% | 0.15% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -3.9% | 0.46% | −0.03 |
| XLB SS Materials Select Sector | Reduce -0.3% | 0.74% | −0.03 |
| TWO Two Harbors Investment Corp. | Reduce -9.0% | 0.06% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -0.9% | 0.29% | −0.03 |
| ITW Illinois Tool Works | Reduce -0.7% | 0.30% | −0.02 |
| AFL Aflac Inc. | Reduce -0.2% | 0.13% | −0.01 |
| XLF SS Financial Select Sector | Reduce -0.1% | 2.21% | −0.01 |
| ADP Automatic Data Processing | Reduce -1.0% | 0.23% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.2% | 0.21% | −0.01 |
| DIS The Walt Disney Co. | Reduce -19.1% | 0.28% | −0.01 |
| MDT Medtronic PLC | Reduce -1.5% | 0.09% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -1.9% | 0.12% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -2.8% | 0.10% | −0.01 |
| SO The Southern Co. | Reduce -0.7% | 0.12% | −0.01 |
| RSG Republic Services Inc. | Reduce -3.1% | 0.09% | −0.01 |
| PROKIDNEY CORP | Sold out | 0.00% | −0.00 |
| NUE Nucor Corp. | Reduce -4.9% | 0.14% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.7% | 0.09% | −0.00 |
| PNC PNC Financial Services Group | Reduce -2.4% | 0.14% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.9% | 8.73% | +2.45 |
| META Meta Platforms Inc. Class A | Add +2.6% | 4.02% | +0.79 |
| XLK SS Technology Select Sector | Add +1.1% | 3.39% | +0.50 |
| NFLX Netflix Inc. | Add +0.6% | 1.47% | +0.40 |
| AVGO Broadcom Inc. | Add +0.1% | 0.79% | +0.28 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 2.44% | +0.26 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.5% | 0.90% | +0.24 |
| TSLA Tesla Inc. | Add +3.3% | 1.40% | +0.23 |
| AMD Advanced Micro Devices | Add +3.4% | 0.65% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.77% | +0.15 |
| MU Micron Technology Inc. | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 1.36% | +0.11 |
| NRG NRG Energy Inc. | New | 0.11% | +0.11 |
| SMH Vaneck Semiconductor ETF | New | 0.11% | +0.11 |
| XLI SS Industrial Select Sector | Add +2.3% | 1.24% | +0.10 |
| SMR Nuscale Power Corp. | New | 0.10% | +0.10 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | New | 0.10% | +0.10 |
| SPOT Spotify Technology SA | Add +1.7% | 0.37% | +0.10 |
| XLC SS Comm Select Sector SPDR | Add +1.5% | 1.27% | +0.09 |
| VGT Vanguard Info Tech ETF | Add +0.5% | 0.66% | +0.09 |
| QLD Proshares Ultra QQQ | New | 0.09% | +0.09 |
| PWOD Penns Woods Bancorp Inc. | New | 0.08% | +0.08 |
| VEA Vanguard Ftse Developed ETF | New | 0.08% | +0.08 |
| VLO Valero Energy Corp. | New | 0.08% | +0.08 |
| BKNG Booking Holdings Inc. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 0.83% | +0.08 |
| BA The Boeing Co. | Add +1.2% | 0.54% | +0.08 |
| NOW ServiceNow Inc. | Add +0.1% | 0.38% | +0.07 |
| ORCL Oracle Corp. | Add +1.3% | 0.21% | +0.07 |
| RGTI Rigetti Computing Inc. | New | 0.07% | +0.07 |
| XLY SS Consumer Disc Select Sect | Add +1.9% | 1.01% | +0.06 |
| COF Capital One Financial Corp. | Add +13.3% | 0.24% | +0.05 |
| PTY PIMCO Corporate & Income Opp | Add +15.6% | 0.88% | +0.04 |
| CAT Caterpillar Inc. | Add +2.6% | 0.33% | +0.04 |
| C Citigroup Inc. | Add +3.6% | 0.19% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.26% | +0.03 |
| FCX Freeport-McMoran Inc. | Add +3.3% | 0.25% | +0.03 |
| BAC Bank of America Corp. | Add +0.7% | 0.31% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.5% | 0.19% | +0.02 |
| ADSK Autodesk Inc. | Add +1.4% | 0.13% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 0.14% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.9% | 0.23% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +0.1% | 0.14% | +0.01 |
| CRM Salesforce Inc. | Add +7.3% | 0.31% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +0.4% | 0.12% | +0.01 |
| CMI Cummins Inc. | Add +5.9% | 0.11% | +0.00 |
| GD General Dynamics Corp. | Add +0.8% | 0.20% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.15% | +0.00 |
| RDVY First Trust Rising Dividend | Add +0.7% | 0.15% | +0.00 |
| SNAP Snap Inc. Class A | Add +12.8% | 0.04% | +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 |