Zullo Investment Group, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Zullo Investment Group, Inc. reported 152 stock positions worth $270.4 million. Its top holding was Apple (AAPL) at 15.2% of the portfolio, followed by Nvidia (NVDA, 9.1%) and Microsoft (MSFT, 6.4%). Compared with Q2 2025, it opened 7 new positions, sold out of 7, added to 73 and reduced 48. The biggest buy was Tesla (TSLA, shares +1%) and the biggest sale Meta Platforms Class A (META, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SCRANTON, PA
- CIK
- 0001909760
- Portfolio Value
- $270.4M (Q3 2025)
- SEC Filing
- 0001909760-25-000002 ↗ filed Oct 23, 2025
Holdings Value
Holdings 152 stocks · $270.4M
| AAPL Apple Inc. | 15.24% | 161,877 | $41.2M | Reduce -0.2% |
| NVDA Nvidia Corp. | 9.09% | 131,823 | $24.6M | Reduce -3.2% |
| MSFT Microsoft Corp. | 6.38% | 33,319 | $17.3M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 3.62% | 13,327 | $9.8M | Reduce -0.7% |
| XLK SS Technology Select Sector | 3.46% | 33,150 | $9.3M | Add +0.5% |
| AMZN Amazon.com Inc. | 3.43% | 42,194 | $9.3M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 2.42% | 20,724 | $6.5M | Add +0.0% |
| XLF SS Financial Select Sector | 2.10% | 105,173 | $5.7M | Add +0.9% |
| TSLA Tesla Inc. | 1.79% | 10,910 | $4.9M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 1.71% | 18,937 | $4.6M | Add +0.2% |
| XLC SS Comm Select Sector SPDR | 1.28% | 29,274 | $3.5M | Add +1.6% |
| NFLX Netflix Inc. | 1.21% | 2,734 | $3.3M | Add +0.7% |
| XLI SS Industrial Select Sector | 1.21% | 21,134 | $3.3M | Add +1.8% |
| HD Home Depot Inc. | 1.18% | 7,846 | $3.2M | Reduce -0.1% |
| WMT Walmart Inc. | 1.10% | 28,944 | $3.0M | No change |
| SCHD Schwab US DVD Equity ETF | 1.09% | 107,834 | $2.9M | Add +11.0% |
| GOOGL Alphabet Inc. Class A | 1.06% | 11,771 | $2.9M | Add +1.5% |
| XLY SS Consumer Disc Select Sect | 1.04% | 11,710 | $2.8M | Add +2.0% |
| XLE SS Energy Select Sector | 1.03% | 31,045 | $2.8M | Add +3.4% |
| XLV SS Health Care Select Sector | 1.01% | 19,686 | $2.7M | Add +1.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.96% | 29,902 | $2.6M | Add +4.1% |
| JNJ Johnson & Johnson | 0.94% | 13,681 | $2.5M | Reduce -1.1% |
| V Visa Inc. Class A | 0.93% | 7,357 | $2.5M | Add +0.3% |
| VOO Vanguard S&P 500 ETF | 0.90% | 3,990 | $2.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 4,696 | $2.4M | Add +0.5% |
| AVGO Broadcom Inc. | 0.87% | 7,132 | $2.4M | Add +1.0% |
| PTY PIMCO Corporate & Income Opp | 0.86% | 160,378 | $2.3M | Add +3.0% |
| PG The Procter & Gamble Co. | 0.86% | 15,067 | $2.3M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.80% | 2,700 | $2.2M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.79% | 3,211 | $2.1M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.79% | 4,341 | $2.1M | Reduce -0.6% |
| VZ Verizon Communications Inc. | 0.77% | 47,277 | $2.1M | Add +0.7% |
| MCD McDonald's Corp. | 0.72% | 6,435 | $2.0M | Add +1.2% |
| XLB SS Materials Select Sector | 0.71% | 21,403 | $1.9M | Add +2.9% |
| SCHW Schwab (charles) Corp. | 0.68% | 19,379 | $1.9M | Reduce -1.5% |
| AMD Advanced Micro Devices | 0.68% | 11,435 | $1.9M | Add +1.3% |
| VGT Vanguard Info Tech ETF | 0.68% | 2,468 | $1.8M | No change |
| COST Costco Wholesale Corp. | 0.66% | 1,927 | $1.8M | Add +0.2% |
| XLP SS Consumer Staples Sel Sect | 0.66% | 22,610 | $1.8M | Add +4.0% |
| MS Morgan Stanley | 0.63% | 10,737 | $1.7M | Reduce -0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.60% | 8,969 | $1.6M | Add +1.8% |
| UBER Uber Technologies Inc. | 0.58% | 16,045 | $1.6M | Add +0.2% |
| FDX FedEx Corp. | 0.51% | 5,881 | $1.4M | Reduce -2.2% |
| BA The Boeing Co. | 0.51% | 6,389 | $1.4M | Add +0.6% |
| UPS United Parcel Service Class B | 0.50% | 16,221 | $1.4M | Reduce -3.9% |
| ABBV Abbvie Inc. | 0.49% | 5,693 | $1.3M | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 4,608 | $1.3M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.48% | 1,698 | $1.3M | Add +3.0% |
| SHOP Shopify Inc. Class A | 0.46% | 8,380 | $1.2M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.46% | 3,565 | $1.2M | Reduce -10.5% |
| CSCO Cisco Systems Inc. | 0.46% | 17,992 | $1.2M | Reduce -0.9% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.45% | 8,650 | $1.2M | No change |
| QCOM Qualcomm Inc. | 0.44% | 7,122 | $1.2M | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.42% | 4,494 | $1.1M | Reduce -0.8% |
| XLRE SS Real Estate Select Sector | 0.40% | 25,894 | $1.1M | Add +1.1% |
| PEP Pepsico Inc. | 0.38% | 7,310 | $1.0M | Reduce -1.9% |
| CAT Caterpillar Inc. | 0.37% | 2,098 | $1.0M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.35% | 11,158 | $937K | Add +0.3% |
| CVX Chevron Corp. | 0.34% | 5,905 | $917K | Add +6.8% |
| PRU Prudential Financial Inc. | 0.34% | 8,837 | $917K | Reduce -2.1% |
| PPL PPL Corp. | 0.34% | 24,394 | $907K | Add +1.8% |
| LMT Lockheed Martin Corp. | 0.33% | 1,808 | $903K | Add +5.2% |
| NOW ServiceNow Inc. | 0.31% | 920 | $847K | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 16,295 | $841K | Add +0.9% |
| SPOT Spotify Technology SA | 0.31% | 1,200 | $838K | No change |
| RTX RTX Corp. | 0.29% | 4,713 | $789K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.29% | 6,911 | $779K | Add +4.9% |
| NEE Nextera Energy Inc. | 0.28% | 10,081 | $761K | Reduce -0.7% |
| ITW Illinois Tool Works | 0.27% | 2,851 | $744K | Reduce -3.2% |
| ADI Analog Devices Inc. | 0.26% | 2,903 | $713K | Reduce -2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,181 | $709K | Add +0.2% |
| STX Seagate Technology Holdings | 0.26% | 2,996 | $707K | No change |
| CRM Salesforce Inc. | 0.25% | 2,876 | $682K | Add +1.7% |
| ORCL Oracle Corp. | 0.25% | 2,358 | $663K | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 985 | $656K | Add +6.8% |
| PM Philip Morris International | 0.24% | 3,961 | $643K | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 5,581 | $639K | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.24% | 9,588 | $636K | Reduce -1.9% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 4,357 | $635K | Reduce -0.7% |
| AXP American Express Co. | 0.23% | 1,882 | $626K | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.23% | 1,091 | $621K | Add +1.7% |
| FCX Freeport-McMoran Inc. | 0.22% | 15,063 | $591K | Add +4.7% |
| COF Capital One Financial Corp. | 0.22% | 2,740 | $583K | Add +0.2% |
| MMM 3M Co. | 0.21% | 3,734 | $580K | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 8,819 | $576K | Reduce -3.4% |
| TGT Target Corp. | 0.21% | 6,319 | $567K | Reduce -8.6% |
| C Citigroup Inc. | 0.21% | 5,559 | $564K | Add +1.1% |
| GD General Dynamics Corp. | 0.21% | 1,653 | $564K | Reduce -2.4% |
| ADP Automatic Data Processing | 0.20% | 1,843 | $541K | Reduce -1.4% |
| WM Waste Management Inc. | 0.20% | 2,422 | $535K | Reduce -2.9% |
| WFC Wells Fargo & Co. | 0.20% | 6,340 | $532K | Add +2.0% |
| LHX L3HARRIS Technologies Inc. | 0.19% | 1,700 | $519K | Add +0.1% |
| ABT Abbott Laboratories | 0.19% | 3,864 | $518K | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 1,065 | $511K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,551 | $509K | No change |
| MO Altria Group Inc. | 0.18% | 7,386 | $488K | Add +2.4% |
| HON Honeywell International Inc. | 0.17% | 2,225 | $468K | Reduce -4.6% |
| HDV iShares Core High Dividend E | 0.17% | 3,750 | $459K | No change |
| RGTI Rigetti Computing Inc. | 0.17% | 15,368 | $458K | Add +7.5% |
| LRCX Lam Research Corp. | 0.16% | 3,144 | $421K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -0.7% | 3.62% | −0.40 |
| MSFT Microsoft Corp. | Reduce -0.1% | 6.38% | −0.34 |
| UPS United Parcel Service Class B | Reduce -3.9% | 0.50% | −0.19 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.6% | 0.79% | −0.11 |
| PWOD Penns Woods Bancorp Inc. | Sold out | 0.00% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.08 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.08 |
| TGT Target Corp. | Reduce -8.6% | 0.21% | −0.07 |
| TWO Two Harbors Investment Corp. | Sold out | 0.00% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 0.46% | −0.06 |
| PRU Prudential Financial Inc. | Reduce -2.1% | 0.34% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -10.5% | 0.46% | −0.05 |
| DIS The Walt Disney Co. | Reduce -1.3% | 0.24% | −0.05 |
| HON Honeywell International Inc. | Reduce -4.6% | 0.17% | −0.05 |
| KO The Coca-Cola Co. | Reduce -1.9% | 0.24% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -1.5% | 0.68% | −0.04 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.04 |
| FDX FedEx Corp. | Reduce -2.2% | 0.51% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.4% | 0.20% | −0.03 |
| WM Waste Management Inc. | Reduce -2.9% | 0.20% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -8.3% | 0.13% | −0.03 |
| MCHP Microchip Technology Inc. | Reduce -2.8% | 0.12% | −0.03 |
| SBUX Starbucks Corp. | Reduce -3.1% | 0.12% | −0.03 |
| ADI Analog Devices Inc. | Reduce -2.6% | 0.26% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.19% | −0.02 |
| NUE Nucor Corp. | Reduce -12.2% | 0.12% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -3.0% | 0.08% | −0.02 |
| ITW Illinois Tool Works | Reduce -3.2% | 0.27% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.38% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.4% | 0.21% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.79% | −0.02 |
| SCHO Schwab Short-Term US Treas | Reduce -5.3% | 0.10% | −0.02 |
| RIG Transocean Ltd. | Sold out | 0.00% | −0.01 |
| RSG Republic Services Inc. | Reduce -0.3% | 0.07% | −0.01 |
| SO The Southern Co. | Reduce -5.5% | 0.11% | −0.01 |
| AXP American Express Co. | Reduce -0.3% | 0.23% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.14% | −0.01 |
| ADSK Autodesk Inc. | Reduce -0.3% | 0.12% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.6% | 0.10% | −0.01 |
| AFL Aflac Inc. | Reduce -2.1% | 0.12% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.7% | 0.23% | −0.01 |
| PCY Invesco Emerging Markets Sov | Reduce -1.4% | 0.08% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -0.7% | 0.28% | −0.00 |
| BLK BlackRock Inc. | Reduce -3.0% | 0.15% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 0.15% | +0.00 |
| VLO Valero Energy Corp. | Reduce -6.2% | 0.09% | +0.01 |
| GD General Dynamics Corp. | Reduce -2.4% | 0.21% | +0.01 |
| HD Home Depot Inc. | Reduce -0.1% | 1.18% | +0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.42% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Add +0.5% | 1.79% | +0.40 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 1.71% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 1.06% | +0.23 |
| PLTR Palantir Technologies Inc. Class A | Add +1.8% | 0.60% | +0.12 |
| RGTI Rigetti Computing Inc. | Add +7.5% | 0.17% | +0.10 |
| SOFI Sofi Technologies Inc. | New | 0.09% | +0.09 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | Add +1.0% | 0.87% | +0.08 |
| ITA iShares U.S. Aerospace & Def | New | 0.07% | +0.07 |
| NWBI Northwest Bancshares Inc. | New | 0.07% | +0.07 |
| SHOP Shopify Inc. Class A | Add +1.1% | 0.46% | +0.07 |
| ABBV Abbvie Inc. | Add +2.2% | 0.49% | +0.07 |
| XLK SS Technology Select Sector | Add +0.5% | 3.46% | +0.07 |
| ACOG Alpha Cognition Inc. | New | 0.05% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +11.0% | 1.09% | +0.04 |
| CAT Caterpillar Inc. | Add +0.7% | 0.37% | +0.04 |
| PSX Phillips 66 | Add +38.0% | 0.12% | +0.04 |
| AMD Advanced Micro Devices | Add +1.3% | 0.68% | +0.03 |
| MU Micron Technology Inc. | Add +2.1% | 0.15% | +0.03 |
| XLY SS Consumer Disc Select Sect | Add +2.0% | 1.04% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.80% | +0.02 |
| LHX L3HARRIS Technologies Inc. | Add +0.1% | 0.19% | +0.02 |
| C Citigroup Inc. | Add +1.1% | 0.21% | +0.02 |
| PHK PIMCO High Income Fund | New | 0.02% | +0.02 |
| CVX Chevron Corp. | Add +6.8% | 0.34% | +0.02 |
| RTX RTX Corp. | Add +1.2% | 0.29% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +4.1% | 0.96% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +1.6% | 1.28% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.8% | 0.24% | +0.01 |
| LMT Lockheed Martin Corp. | Add +5.2% | 0.33% | +0.01 |
| PROK Prokidney Corp. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +2.4% | 0.18% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +1.0% | 0.11% | +0.01 |
| PPL PPL Corp. | Add +1.8% | 0.34% | +0.01 |
| QLD Proshares Ultra QQQ | Add +0.1% | 0.09% | +0.01 |
| BAC Bank of America Corp. | Add +0.9% | 0.31% | +0.00 |
| XOM Exxon Mobil Corp. | Add +4.9% | 0.29% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.09% | −0.00 |
| RDVY First Trust Rising Dividend | Add +1.5% | 0.15% | −0.00 |
| PNC PNC Financial Services Group | Add +0.8% | 0.13% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 0.26% | −0.00 |
| WFC Wells Fargo & Co. | Add +2.0% | 0.20% | −0.01 |
| XLE SS Energy Select Sector | Add +3.4% | 1.03% | −0.01 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | Add +0.5% | 0.09% | −0.01 |
| CLX Clorox Company | Add +0.9% | 0.12% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.3% | 0.35% | −0.01 |
| SMR Nuscale Power Corp. | Add +2.3% | 0.08% | −0.01 |
| MA Mastercard Inc. Class A | Add +1.7% | 0.23% | −0.02 |
| MMM 3M Co. | Add +0.4% | 0.21% | −0.02 |
| APD Air Products & Chemicals Inc. | Add +0.2% | 0.12% | −0.02 |
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 |