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

0$100.0M$200.0M$300.0M Q1 2024: $213.4M Q1 2024 Q2 2024: $227.8M Q2 2024 Q3 2024: $240.9M Q3 2024 Q4 2024: $247.7M Q4 2024 Q1 2025: $233.2M Q1 2025 Q2 2025: $246.6M Q2 2025 Q3 2025: $270.4M $270.4M Q3 2025 Q4 2025: $273.4M Q4 2025 Q1 2026: $263.5M Q1 2026 Q2 2026: $293.1M Q2 2026

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
IWM iShares Russell 2000 ETF 0.15% 1,727 $418K Reduce -1.4%
PANW Palo Alto Networks Inc. 0.15% 2,052 $418K No change
BLK BlackRock Inc. 0.15% 353 $412K Reduce -3.0%
RDVY First Trust Rising Dividend 0.15% 5,870 $395K Add +1.5%
MU Micron Technology Inc. 0.15% 2,353 $394K Add +2.1%
MPC Marathon Petroleum Corp. 0.14% 2,027 $391K No change
IVW iShares S&P 500 Growth ETF 0.14% 3,119 $377K No change
AMGN Amgen Inc. 0.14% 1,328 $375K Reduce -0.5%
PNC PNC Financial Services Group 0.13% 1,804 $363K Add +0.8%
ALL Allstate Corp. 0.13% 1,660 $356K No change
CMI Cummins Inc. 0.13% 821 $347K No change
KMB Kimberly-Clark Corp. 0.13% 2,782 $346K Reduce -8.3%
CLX Clorox Company 0.12% 2,733 $337K Add +0.9%
PSX Phillips 66 0.12% 2,468 $336K Add +38.0%
ADSK Autodesk Inc. 0.12% 1,036 $329K Reduce -0.3%
APD Air Products & Chemicals Inc. 0.12% 1,185 $323K Add +0.2%
MCHP Microchip Technology Inc. 0.12% 5,027 $323K Reduce -2.8%
AFL Aflac Inc. 0.12% 2,867 $320K Reduce -2.1%
SBUX Starbucks Corp. 0.12% 3,765 $319K Reduce -3.1%
NUE Nucor Corp. 0.12% 2,331 $316K Reduce -12.2%
ADBE Adobe Inc. 0.12% 894 $315K Add +0.2%
SMH Vaneck Semiconductor ETF 0.11% 950 $310K Add +1.0%
ARM Arm Holdings PLC-ADR 0.11% 2,158 $305K Add +2.7%
CB Chubb Ltd. 0.11% 1,077 $304K No change
SO The Southern Co. 0.11% 3,124 $296K Reduce -5.5%
IXN iShares Global Tech ETF 0.11% 2,811 $290K No change
CMCSA Comcast Corp. Class A 0.10% 8,833 $278K Add +0.1%
IEFA iShares Core MSCI Eafe ETF 0.10% 3,092 $270K Reduce -3.6%
SCHO Schwab Short-Term US Treas 0.10% 11,059 $270K Reduce -5.3%
NRG NRG Energy Inc. 0.10% 1,654 $268K No change
VRTX Vertex Pharmaceuticals Inc. 0.10% 679 $266K Add +0.3%
NSC Norfolk Southern Corp. 0.10% 883 $265K No change
VIG Vanguard Dividend Apprec ETF 0.10% 1,225 $264K No change
FDBC Fidelity D&D Bancorp Inc. 0.10% 5,943 $260K No change
MDT Medtronic PLC 0.09% 2,683 $256K No change
QLD Proshares Ultra QQQ 0.09% 1,801 $247K Add +0.1%
AGG iShares Core U.S. Aggregate 0.09% 2,455 $246K No change
VLO Valero Energy Corp. 0.09% 1,416 $241K Reduce -6.2%
PRIV SS Ig Publ Priv Cred ETF-Usd 0.09% 9,450 $241K Add +0.5%
SOFI Sofi Technologies Inc. 0.09% 9,000 $238K New
IJR iShares Core S&P Small-Cap E 0.09% 1,968 $234K Add +0.1%
SMR Nuscale Power Corp. 0.08% 6,350 $229K Add +2.3%
INTC Intel Corp. 0.08% 6,720 $225K New
PCY Invesco Emerging Markets Sov 0.08% 10,248 $221K Reduce -1.4%
CL Colgate-Palmolive Co. 0.08% 2,633 $210K Reduce -3.0%
ITA iShares U.S. Aerospace & Def 0.07% 962 $201K New
RSG Republic Services Inc. 0.07% 877 $201K Reduce -0.3%
NWBI Northwest Bancshares Inc. 0.07% 16,218 $201K New
VGM Invesco Trust for Investmen 0.05% 13,500 $137K No change
ACOG Alpha Cognition Inc. 0.05% 19,500 $127K New
PHK PIMCO High Income Fund 0.02% 10,100 $50K New
PROK Prokidney Corp. 0.01% 11,620 $28K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 157$293.1MAAPL, NVDA, MSFT, XLK, AMZN
Q1 2026 158$263.5MAAPL, NVDA, MSFT, XLK, AMZN
Q4 2025 154$273.4MAAPL, NVDA, MSFT, AMZN, XLK
Q3 2025 152$270.4MAAPL, NVDA, MSFT, META, XLK
Q2 2025 152$246.6MAAPL, NVDA, MSFT, META, AMZN
Q1 2025 146$233.2MAAPL, NVDA, MSFT, AMZN, META
Q4 2024 148$247.7MAAPL, NVDA, MSFT, AMZN, META
Q3 2024 150$240.9MAAPL, NVDA, MSFT, AMZN, META
Q2 2024 151$227.8MAAPL, NVDA, MSFT, AMZN, XLK
Q1 2024 154$213.4MAAPL, MSFT, NVDA, AMZN, XLK