Zullo Investment Group, Inc.

Name: Zullo Investment Group, Inc. 13F holdings, Q2 2025
Creator: Zullo Investment Group, Inc.
Published: 2025-07-24

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

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%
BLK BlackRock Inc.	0.15%	364	$382K	Reduce -2.4%
IWM iShares Russell 2000 ETF	0.15%	1,751	$378K	Add +0.1%
AMGN Amgen Inc.	0.15%	1,335	$373K	Reduce -2.0%
MCHP Microchip Technology Inc.	0.15%	5,172	$364K	Reduce -0.8%
RDVY First Trust Rising Dividend	0.15%	5,785	$363K	Add +0.7%
SBUX Starbucks Corp.	0.14%	3,884	$356K	Add +0.7%
ADBE Adobe Inc.	0.14%	892	$345K	Add +4.2%
NUE Nucor Corp.	0.14%	2,654	$344K	Reduce -4.9%
IVW iShares S&P 500 Growth ETF	0.14%	3,119	$343K	Add +0.0%
ARM Arm Holdings PLC-ADR	0.14%	2,102	$340K	Reduce -2.4%
MPC Marathon Petroleum Corp.	0.14%	2,027	$337K	Add +0.1%
ALL Allstate Corp.	0.14%	1,660	$334K	No change
APD Air Products & Chemicals Inc.	0.14%	1,183	$334K	Add +1.6%
PNC PNC Financial Services Group	0.14%	1,790	$334K	Reduce -2.4%
CLX Clorox Company	0.13%	2,708	$325K	Reduce -9.3%
ADSK Autodesk Inc.	0.13%	1,039	$322K	Add +1.4%
CMCSA Comcast Corp. Class A	0.13%	8,828	$315K	Add +0.3%
CB Chubb Ltd.	0.13%	1,077	$312K	Add +0.6%
AFL Aflac Inc.	0.13%	2,929	$309K	Reduce -0.2%
LRCX Lam Research Corp.	0.12%	3,144	$306K	Reduce -2.0%
SO The Southern Co.	0.12%	3,305	$304K	Reduce -0.7%
VRTX Vertex Pharmaceuticals Inc.	0.12%	677	$301K	Reduce -15.7%
CMG Chipotle Mexican Grill Inc.	0.12%	5,241	$294K	Add +0.4%
SCHO Schwab Short-Term US Treas	0.12%	11,680	$285K	Reduce -1.9%
MU Micron Technology Inc.	0.12%	2,305	$284K	New
FDBC Fidelity D&D Bancorp Inc.	0.11%	5,943	$273K	No change
CMI Cummins Inc.	0.11%	821	$269K	Add +5.9%
IEFA iShares Core MSCI Eafe ETF	0.11%	3,207	$268K	No change
NRG NRG Energy Inc.	0.11%	1,654	$266K	New
SMH Vaneck Semiconductor ETF	0.11%	941	$263K	New
IXN iShares Global Tech ETF	0.11%	2,811	$260K	Reduce -1.1%
VIG Vanguard Dividend Apprec ETF	0.10%	1,225	$251K	No change
CL Colgate-Palmolive Co.	0.10%	2,714	$247K	Add +0.2%
SMR Nuscale Power Corp.	0.10%	6,205	$245K	New
AGG iShares Core U.S. Aggregate	0.10%	2,455	$244K	Reduce -2.8%
PRIV SS Ig Publ Priv Cred ETF-Usd	0.10%	9,400	$237K	New
MDT Medtronic PLC	0.09%	2,683	$234K	Reduce -1.5%
NSC Norfolk Southern Corp.	0.09%	883	$226K	Reduce -0.1%
RSG Republic Services Inc.	0.09%	880	$217K	Reduce -3.1%
IJR iShares Core S&P Small-Cap E	0.09%	1,967	$215K	Reduce -3.7%
PSX Phillips 66	0.09%	1,789	$214K	Add +0.3%
PCY Invesco Emerging Markets Sov	0.09%	10,388	$212K	Add +2.0%
QLD Proshares Ultra QQQ	0.09%	1,800	$212K	New
PWOD Penns Woods Bancorp Inc.	0.08%	6,800	$206K	New
VEA Vanguard Ftse Developed ETF	0.08%	3,621	$206K	New
VLO Valero Energy Corp.	0.08%	1,509	$203K	New
BKNG Booking Holdings Inc.	0.08%	35	$203K	New
RGTI Rigetti Computing Inc.	0.07%	14,300	$170K	New
TWO Two Harbors Investment Corp. filed as TWO HBRS INVT CORP	0.06%	14,143	$152K	Reduce -9.0%
VGM Invesco Trust for Investmen	0.05%	13,500	$128K	No change
SNAP Snap Inc. Class A	0.04%	12,040	$105K	Add +12.8%
RIG Transocean Ltd.	0.01%	13,600	$35K	Reduce -59.6%

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