Zullo Investment Group, Inc.

Name: Zullo Investment Group, Inc. 13F holdings, Q4 2025
Creator: Zullo Investment Group, Inc.
Published: 2026-01-26

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

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%
HON Honeywell International Inc.	0.15%	2,120	$414K	Reduce -4.7%
MO Altria Group Inc.	0.15%	7,087	$409K	Reduce -4.0%
RDVY First Trust Rising Dividend	0.15%	5,842	$406K	Reduce -0.5%
PANW Palo Alto Networks Inc.	0.15%	2,156	$397K	Add +5.1%
AMGN Amgen Inc.	0.14%	1,205	$395K	Reduce -9.3%
PNC PNC Financial Services Group	0.14%	1,820	$380K	Add +0.9%
BLK BlackRock Inc.	0.14%	353	$378K	No change
NUE Nucor Corp.	0.13%	2,137	$349K	Reduce -8.3%
IVW iShares S&P 500 Growth ETF	0.13%	2,787	$344K	Reduce -10.6%
ALL Allstate Corp.	0.13%	1,645	$342K	Reduce -0.9%
SMH Vaneck Semiconductor ETF	0.12%	943	$340K	Reduce -0.7%
CB Chubb Ltd.	0.12%	1,064	$332K	Reduce -1.2%
ADBE Adobe Inc.	0.12%	916	$321K	Add +2.5%
SBUX Starbucks Corp.	0.11%	3,712	$313K	Reduce -1.4%
MPC Marathon Petroleum Corp.	0.11%	1,922	$313K	Reduce -5.2%
AFL Aflac Inc.	0.11%	2,830	$312K	Reduce -1.3%
MCHP Microchip Technology Inc.	0.11%	4,887	$311K	Reduce -2.8%
VRTX Vertex Pharmaceuticals Inc.	0.11%	659	$299K	Reduce -3.0%
PSX Phillips 66	0.11%	2,308	$298K	Reduce -6.5%
IXN iShares Global Tech ETF	0.11%	2,813	$295K	Add +0.1%
APD Air Products & Chemicals Inc.	0.10%	1,145	$283K	Reduce -3.4%
ADSK Autodesk Inc.	0.10%	941	$279K	Reduce -9.2%
IEFA iShares Core MSCI Eafe ETF	0.10%	3,075	$275K	Reduce -0.6%
RGTI Rigetti Computing Inc.	0.10%	12,376	$274K	Reduce -19.5%
VIG Vanguard Dividend Apprec ETF	0.10%	1,225	$269K	No change
SO The Southern Co.	0.10%	3,085	$269K	Reduce -1.3%
NRG NRG Energy Inc.	0.10%	1,654	$263K	No change
FDBC Fidelity D&D Bancorp Inc.	0.09%	5,943	$259K	No change
SCHO Schwab Short-Term US Treas	0.09%	10,559	$257K	Reduce -4.5%
NSC Norfolk Southern Corp.	0.09%	886	$256K	Add +0.3%
SOFI Sofi Technologies Inc.	0.09%	9,714	$254K	Add +7.9%
QLD Proshares Ultra QQQ	0.09%	3,602	$254K	No change
MDT Medtronic PLC	0.09%	2,588	$249K	Reduce -3.5%
CMCSA Comcast Corp. Class A	0.09%	8,302	$248K	Reduce -6.0%
INTC Intel Corp.	0.09%	6,720	$248K	No change
KMB Kimberly-Clark Corp.	0.09%	2,449	$247K	Reduce -12.0%
AGG iShares Core U.S. Aggregate	0.09%	2,455	$245K	No change
PRIV SS Ig Publ Priv Cred ETF-Usd	0.09%	9,450	$240K	No change
IJR iShares Core S&P Small-Cap E	0.09%	1,945	$234K	Reduce -1.2%
ITA iShares U.S. Aerospace & Def	0.08%	1,050	$226K	Add +9.2%
PCY Invesco Emerging Markets Sov	0.08%	10,248	$222K	No change
VLO Valero Energy Corp.	0.08%	1,346	$219K	Reduce -4.9%
ARM Arm Holdings PLC-ADR	0.08%	1,975	$216K	Reduce -8.5%
VEA Vanguard Ftse Developed ETF	0.08%	3,432	$214K	New
JCI Johnson Controls Internation	0.08%	1,770	$212K	New
SLV iShares Silver Trust	0.08%	3,270	$211K	New
CLX Clorox Company	0.08%	2,065	$208K	Reduce -24.4%
CL Colgate-Palmolive Co.	0.08%	2,623	$207K	Reduce -0.4%
TMO Thermo Fisher Scientific Inc.	0.08%	355	$206K	New
IYW iShares Ustechnology ETF	0.07%	1,017	$203K	New
NWBI Northwest Bancshares Inc.	0.07%	16,118	$193K	Reduce -0.6%
VGM Invesco Trust for Investmen	0.05%	13,500	$140K	No change
GRAB Grab Holdings Ltd. Class A	0.02%	11,400	$57K	New
PHK PIMCO High Income Fund	0.02%	10,100	$49K	No change

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