Zullo Investment Group, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Zullo Investment Group, Inc. reported 154 stock positions worth $273.4 million. Its top holding was Apple (AAPL) at 16.0% of the portfolio, followed by Nvidia (NVDA, 8.9%) and Microsoft (MSFT, 5.8%). Compared with Q3 2025, it opened 6 new positions, sold out of 4, added to 33 and reduced 95. The biggest buy was Eli Lilly (LLY, shares +1%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SCRANTON, PA
- CIK
- 0001909760
- Portfolio Value
- $273.4M (Q4 2025)
- SEC Filing
- 0001909760-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 154 stocks · $273.4M
| AAPL Apple Inc. | 16.04% | 161,335 | $43.9M | Reduce -0.3% |
| NVDA Nvidia Corp. | 8.91% | 130,542 | $24.3M | Reduce -1.0% |
| MSFT Microsoft Corp. | 5.84% | 32,985 | $16.0M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 3.53% | 41,865 | $9.7M | Reduce -0.8% |
| XLK SS Technology Select Sector | 3.44% | 65,365 | $9.4M | Reduce -1.4% |
| META Meta Platforms Inc. Class A | 3.15% | 13,026 | $8.6M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 2.42% | 20,536 | $6.6M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 2.14% | 18,663 | $5.9M | Reduce -1.4% |
| XLF SS Financial Select Sector | 2.11% | 105,511 | $5.8M | Add +0.3% |
| TSLA Tesla Inc. | 1.78% | 10,844 | $4.9M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.34% | 11,727 | $3.7M | Reduce -0.4% |
| XLC SS Comm Select Sector SPDR | 1.27% | 29,559 | $3.5M | Add +1.0% |
| XLI SS Industrial Select Sector | 1.19% | 21,014 | $3.3M | Reduce -0.6% |
| WMT Walmart Inc. | 1.17% | 28,700 | $3.2M | Reduce -0.8% |
| XLV SS Health Care Select Sector | 1.13% | 19,977 | $3.1M | Add +1.5% |
| SCHD Schwab US DVD Equity ETF | 1.08% | 108,022 | $3.0M | Add +0.2% |
| XLY SS Consumer Disc Select Sect | 1.02% | 23,291 | $2.8M | Reduce -0.6% |
| JNJ Johnson & Johnson | 1.00% | 13,244 | $2.7M | Reduce -3.2% |
| XLE SS Energy Select Sector | 1.00% | 60,987 | $2.7M | Reduce -1.8% |
| HD Home Depot Inc. | 0.99% | 7,882 | $2.7M | Add +0.5% |
| NFLX Netflix Inc. | 0.95% | 27,642 | $2.6M | Add +1.1% |
| V Visa Inc. Class A | 0.94% | 7,329 | $2.6M | Reduce -0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.94% | 60,213 | $2.6M | Add +0.7% |
| AVGO Broadcom Inc. | 0.92% | 7,282 | $2.5M | Add +2.1% |
| VOO Vanguard S&P 500 ETF | 0.92% | 3,990 | $2.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 4,719 | $2.4M | Add +0.5% |
| AMD Advanced Micro Devices | 0.85% | 10,839 | $2.3M | Reduce -5.2% |
| GS Goldman Sachs Group Inc. | 0.84% | 2,612 | $2.3M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.78% | 14,970 | $2.1M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.75% | 3,005 | $2.1M | Reduce -6.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.74% | 4,345 | $2.0M | Add +0.1% |
| MCD McDonald's Corp. | 0.73% | 6,506 | $2.0M | Add +1.1% |
| XLB SS Materials Select Sector | 0.73% | 43,816 | $2.0M | Add +2.4% |
| SCHW Schwab (charles) Corp. | 0.71% | 19,328 | $1.9M | Reduce -0.3% |
| MS Morgan Stanley | 0.69% | 10,564 | $1.9M | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 0.68% | 2,468 | $1.9M | No change |
| LLY Eli Lilly & Co. | 0.67% | 1,714 | $1.8M | Add +0.9% |
| PTY PIMCO Corporate & Income Opp | 0.66% | 140,028 | $1.8M | Reduce -12.7% |
| VZ Verizon Communications Inc. | 0.65% | 43,810 | $1.8M | Reduce -7.3% |
| XLP SS Consumer Staples Sel Sect | 0.65% | 22,959 | $1.8M | Add +1.5% |
| COST Costco Wholesale Corp. | 0.62% | 1,952 | $1.7M | Add +1.3% |
| FDX FedEx Corp. | 0.61% | 5,818 | $1.7M | Reduce -1.1% |
| PLTR Palantir Technologies Inc. Class A | 0.57% | 8,806 | $1.6M | Reduce -1.8% |
| UPS United Parcel Service Class B | 0.56% | 15,544 | $1.5M | Reduce -4.2% |
| BA The Boeing Co. | 0.51% | 6,372 | $1.4M | Reduce -0.3% |
| SHOP Shopify Inc. Class A | 0.49% | 8,338 | $1.3M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 4,525 | $1.3M | Reduce -1.8% |
| CSCO Cisco Systems Inc. | 0.48% | 17,092 | $1.3M | Reduce -5.0% |
| ABBV Abbvie Inc. | 0.47% | 5,604 | $1.3M | Reduce -1.6% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.45% | 8,650 | $1.2M | No change |
| UBER Uber Technologies Inc. | 0.44% | 14,802 | $1.2M | Reduce -7.8% |
| UNH Unitedhealth Group Inc. | 0.43% | 3,545 | $1.2M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.43% | 11,039 | $1.2M | Reduce -1.1% |
| QCOM Qualcomm Inc. | 0.42% | 6,765 | $1.2M | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.41% | 1,951 | $1.1M | Reduce -7.0% |
| LOW Lowe's Cos Inc. | 0.39% | 4,368 | $1.1M | Reduce -2.8% |
| XLRE SS Real Estate Select Sector | 0.38% | 25,924 | $1.0M | Add +0.1% |
| PEP Pepsico Inc. | 0.38% | 7,143 | $1.0M | Reduce -2.3% |
| PRU Prudential Financial Inc. | 0.36% | 8,742 | $987K | Reduce -1.1% |
| CVX Chevron Corp. | 0.32% | 5,820 | $887K | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 15,905 | $875K | Reduce -2.4% |
| RTX RTX Corp. | 0.31% | 4,606 | $845K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.31% | 7,011 | $844K | Add +1.4% |
| PPL PPL Corp. | 0.31% | 23,906 | $837K | Reduce -2.0% |
| STX Seagate Technology Holdings | 0.30% | 2,996 | $825K | No change |
| LMT Lockheed Martin Corp. | 0.29% | 1,663 | $805K | Reduce -8.0% |
| CRM Salesforce Inc. | 0.29% | 2,954 | $783K | Add +2.7% |
| NEE Nextera Energy Inc. | 0.28% | 9,475 | $761K | Reduce -6.0% |
| ADI Analog Devices Inc. | 0.28% | 2,780 | $754K | Reduce -4.2% |
| FCX Freeport-McMoran Inc. | 0.27% | 14,797 | $752K | Reduce -1.8% |
| SPOT Spotify Technology SA | 0.25% | 1,199 | $696K | Reduce -0.1% |
| ITW Illinois Tool Works | 0.25% | 2,779 | $685K | Reduce -2.5% |
| MU Micron Technology Inc. | 0.25% | 2,391 | $683K | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 1,081 | $664K | Reduce -8.5% |
| NOW ServiceNow Inc. | 0.24% | 4,328 | $663K | Reduce -5.9% |
| ITOT iShares Core S&P Total U.S. | 0.24% | 4,343 | $646K | Reduce -0.3% |
| AXP American Express Co. | 0.23% | 1,720 | $637K | Reduce -8.6% |
| MA Mastercard Inc. Class A | 0.23% | 1,114 | $636K | Add +2.1% |
| PM Philip Morris International | 0.23% | 3,961 | $635K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 5,489 | $625K | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.23% | 8,924 | $624K | Reduce -6.9% |
| C Citigroup Inc. | 0.23% | 5,295 | $618K | Reduce -4.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 890 | $607K | Reduce -9.6% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 8,820 | $582K | Add +0.0% |
| COF Capital One Financial Corp. | 0.21% | 2,381 | $577K | Reduce -13.1% |
| MMM 3M Co. | 0.21% | 3,597 | $576K | Reduce -3.7% |
| WFC Wells Fargo & Co. | 0.21% | 6,080 | $567K | Reduce -4.1% |
| GD General Dynamics Corp. | 0.20% | 1,624 | $547K | Reduce -1.8% |
| LRCX Lam Research Corp. | 0.20% | 3,134 | $537K | Reduce -0.3% |
| WM Waste Management Inc. | 0.19% | 2,423 | $532K | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,551 | $520K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 1,065 | $520K | No change |
| ABT Abbott Laboratories | 0.18% | 3,890 | $487K | Add +0.7% |
| ADP Automatic Data Processing | 0.18% | 1,885 | $485K | Add +2.3% |
| TGT Target Corp. | 0.17% | 4,833 | $472K | Reduce -23.5% |
| LHX L3HARRIS Technologies Inc. | 0.17% | 1,576 | $463K | Reduce -7.3% |
| ORCL Oracle Corp. | 0.17% | 2,366 | $461K | Add +0.3% |
| HDV iShares Core High Dividend E | 0.17% | 3,750 | $456K | No change |
| IWM iShares Russell 2000 ETF | 0.16% | 1,727 | $425K | No change |
| CMI Cummins Inc. | 0.15% | 822 | $420K | Add +0.1% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -1.0% | 5.84% | −0.55 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 3.15% | −0.47 |
| PTY PIMCO Corporate & Income Opp | Reduce -12.7% | 0.66% | −0.20 |
| NVDA Nvidia Corp. | Reduce -1.0% | 8.91% | −0.19 |
| UBER Uber Technologies Inc. | Reduce -7.8% | 0.44% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -7.3% | 0.65% | −0.12 |
| SMR Nuscale Power Corp. | Sold out | 0.00% | −0.08 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.78% | −0.07 |
| NOW ServiceNow Inc. | Reduce -5.9% | 0.24% | −0.07 |
| RGTI Rigetti Computing Inc. | Reduce -19.5% | 0.10% | −0.07 |
| SPOT Spotify Technology SA | Reduce -0.1% | 0.25% | −0.06 |
| CLX Clorox Company | Reduce -24.4% | 0.08% | −0.05 |
| ACOG Alpha Cognition Inc. | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -6.4% | 0.75% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -8.0% | 0.29% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -12.0% | 0.09% | −0.04 |
| TGT Target Corp. | Reduce -23.5% | 0.17% | −0.04 |
| ARM Arm Holdings PLC-ADR | Reduce -8.5% | 0.08% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.8% | 0.57% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.39% | −0.03 |
| MO Altria Group Inc. | Reduce -4.0% | 0.15% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -5.2% | 0.11% | −0.03 |
| PPL PPL Corp. | Reduce -2.0% | 0.31% | −0.03 |
| XLE SS Energy Select Sector | Reduce -1.8% | 1.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.6% | 0.43% | −0.03 |
| ITW Illinois Tool Works | Reduce -2.5% | 0.25% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -7.3% | 0.17% | −0.02 |
| HON Honeywell International Inc. | Reduce -4.7% | 0.15% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.6% | 0.22% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -0.6% | 1.02% | −0.02 |
| ADSK Autodesk Inc. | Reduce -9.2% | 0.10% | −0.02 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.47% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.5% | 0.24% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -3.4% | 0.10% | −0.02 |
| PSX Phillips 66 | Reduce -6.5% | 0.11% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -5.0% | 0.42% | −0.01 |
| CVX Chevron Corp. | Reduce -1.4% | 0.32% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -10.6% | 0.13% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -0.6% | 1.19% | −0.01 |
| XLK SS Technology Select Sector | Reduce -1.4% | 3.44% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -6.0% | 0.09% | −0.01 |
| SO The Southern Co. | Reduce -1.3% | 0.10% | −0.01 |
| PROK Prokidney Corp. | Sold out | 0.00% | −0.01 |
| TSLA Tesla Inc. | Reduce -0.6% | 1.78% | −0.01 |
| VLO Valero Energy Corp. | Reduce -4.9% | 0.08% | −0.01 |
| GD General Dynamics Corp. | Reduce -1.8% | 0.20% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.23% | −0.01 |
| KO The Coca-Cola Co. | Reduce -6.9% | 0.23% | −0.01 |
| ALL Allstate Corp. | Reduce -0.9% | 0.13% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +0.9% | 0.67% | +0.19 |
| XLV SS Health Care Select Sector | Add +1.5% | 1.13% | +0.12 |
| MU Micron Technology Inc. | Add +1.6% | 0.25% | +0.10 |
| VEA Vanguard Ftse Developed ETF | New | 0.08% | +0.08 |
| JCI Johnson Controls Internation | New | 0.08% | +0.08 |
| SLV iShares Silver Trust | New | 0.08% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | New | 0.08% | +0.08 |
| IYW iShares Ustechnology ETF | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | Add +2.1% | 0.92% | +0.05 |
| CRM Salesforce Inc. | Add +2.7% | 0.29% | +0.03 |
| CMI Cummins Inc. | Add +0.1% | 0.15% | +0.03 |
| GRAB Grab Holdings Ltd. Class A | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.31% | +0.02 |
| XLF SS Financial Select Sector | Add +0.3% | 2.11% | +0.02 |
| XLB SS Materials Select Sector | Add +2.4% | 0.73% | +0.02 |
| ITA iShares U.S. Aerospace & Def | Add +9.2% | 0.08% | +0.01 |
| SOFI Sofi Technologies Inc. | Add +7.9% | 0.09% | +0.01 |
| PNC PNC Financial Services Group | Add +0.9% | 0.14% | +0.00 |
| MCD McDonald's Corp. | Add +1.1% | 0.73% | +0.00 |
| MA Mastercard Inc. Class A | Add +2.1% | 0.23% | +0.00 |
| IXN iShares Global Tech ETF | Add +0.1% | 0.11% | +0.00 |
| ADBE Adobe Inc. | Add +2.5% | 0.12% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.0% | 0.21% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +1.5% | 0.65% | −0.00 |
| WM Waste Management Inc. | Add +0.0% | 0.19% | −0.00 |
| NSC Norfolk Southern Corp. | Add +0.3% | 0.09% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.2% | 1.08% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.87% | −0.01 |
| XLC SS Comm Select Sector SPDR | Add +1.0% | 1.27% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +5.1% | 0.15% | −0.01 |
| ABT Abbott Laboratories | Add +0.7% | 0.18% | −0.01 |
| XLRE SS Real Estate Select Sector | Add +0.1% | 0.38% | −0.02 |
| ADP Automatic Data Processing | Add +2.3% | 0.18% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.7% | 0.94% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.1% | 0.74% | −0.04 |
| COST Costco Wholesale Corp. | Add +1.3% | 0.62% | −0.04 |
| ORCL Oracle Corp. | Add +0.3% | 0.17% | −0.08 |
| HD Home Depot Inc. | Add +0.5% | 0.99% | −0.18 |
| NFLX Netflix Inc. | Add +1.1% | 0.95% | −0.26 |
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 |