Zullo Investment Group, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Zullo Investment Group, Inc. reported 158 stock positions worth $263.5 million. Its top holding was Apple (AAPL) at 15.4% of the portfolio, followed by Nvidia (NVDA, 8.3%) and Microsoft (MSFT, 5.0%). Compared with Q4 2025, it opened 12 new positions, sold out of 8, added to 78 and reduced 51. The biggest buy was SS Energy Select Sector (XLE, shares +11%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SCRANTON, PA
- CIK
- 0001909760
- Portfolio Value
- $263.5M (Q1 2026)
- SEC Filing
- 0001909760-26-000002 ↗ filed Apr 15, 2026
Holdings Value
Holdings 158 stocks · $263.5M
| AAPL Apple Inc. | 15.37% | 159,600 | $40.5M | Reduce -1.1% |
| NVDA Nvidia Corp. | 8.26% | 124,819 | $21.8M | Reduce -4.4% |
| MSFT Microsoft Corp. | 5.00% | 35,559 | $13.2M | Add +7.8% |
| XLK SS Technology Select Sector | 3.43% | 68,080 | $9.0M | Add +4.2% |
| AMZN Amazon.com Inc. | 3.31% | 41,831 | $8.7M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 2.81% | 12,945 | $7.4M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 2.31% | 20,734 | $6.1M | Add +1.0% |
| XLF SS Financial Select Sector | 2.01% | 107,144 | $5.3M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 1.96% | 18,025 | $5.2M | Reduce -3.4% |
| XLE SS Energy Select Sector | 1.58% | 67,864 | $4.2M | Add +11.3% |
| TSLA Tesla Inc. | 1.43% | 10,114 | $3.8M | Reduce -6.7% |
| SCHD Schwab US DVD Equity ETF | 1.39% | 119,654 | $3.7M | Add +10.8% |
| GOOGL Alphabet Inc. Class A | 1.37% | 12,592 | $3.6M | Add +7.4% |
| WMT Walmart Inc. | 1.36% | 28,851 | $3.6M | Add +0.5% |
| XLI SS Industrial Select Sector | 1.34% | 21,842 | $3.5M | Add +3.9% |
| XLC SS Comm Select Sector SPDR | 1.29% | 30,762 | $3.4M | Add +4.1% |
| JNJ Johnson & Johnson | 1.26% | 13,551 | $3.3M | Add +2.3% |
| XLV SS Health Care Select Sector | 1.17% | 20,984 | $3.1M | Add +5.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.09% | 62,372 | $2.9M | Add +3.6% |
| XLY SS Consumer Disc Select Sect | 1.01% | 24,482 | $2.7M | Add +5.1% |
| NFLX Netflix Inc. | 0.99% | 27,231 | $2.6M | Reduce -1.5% |
| HD Home Depot Inc. | 0.99% | 7,942 | $2.6M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.90% | 3,990 | $2.4M | No change |
| PG The Procter & Gamble Co. | 0.89% | 16,295 | $2.4M | Add +8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.86% | 4,737 | $2.3M | Add +0.4% |
| XLB SS Materials Select Sector | 0.86% | 45,431 | $2.3M | Add +3.7% |
| GS Goldman Sachs Group Inc. | 0.84% | 2,632 | $2.2M | Add +0.8% |
| V Visa Inc. Class A | 0.84% | 7,308 | $2.2M | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.83% | 10,725 | $2.2M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.81% | 6,928 | $2.1M | Reduce -4.9% |
| VZ Verizon Communications Inc. | 0.81% | 42,674 | $2.1M | Reduce -2.6% |
| FDX FedEx Corp. | 0.80% | 5,953 | $2.1M | Add +2.3% |
| MCD McDonald's Corp. | 0.80% | 6,745 | $2.1M | Add +3.7% |
| XLP SS Consumer Staples Sel Sect | 0.75% | 24,174 | $2.0M | Add +5.3% |
| IVV iShares Core S&P 500 ETF | 0.75% | 3,029 | $2.0M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.74% | 1,962 | $2.0M | Add +0.5% |
| SCHW Schwab (charles) Corp. | 0.67% | 18,807 | $1.8M | Reduce -2.7% |
| MS Morgan Stanley | 0.67% | 10,710 | $1.8M | Add +1.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.64% | 4,336 | $1.7M | Reduce -0.2% |
| VGT Vanguard Info Tech ETF | 0.63% | 2,382 | $1.7M | Reduce -3.5% |
| LLY Eli Lilly & Co. | 0.61% | 1,755 | $1.6M | Add +2.4% |
| PTY PIMCO Corporate & Income Opp | 0.59% | 128,967 | $1.6M | Reduce -7.9% |
| UPS United Parcel Service Class B | 0.58% | 15,624 | $1.5M | Add +0.5% |
| CAT Caterpillar Inc. | 0.53% | 1,953 | $1.4M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.51% | 11,122 | $1.3M | Add +0.8% |
| CVX Chevron Corp. | 0.50% | 6,413 | $1.3M | Add +10.2% |
| CSCO Cisco Systems Inc. | 0.50% | 16,878 | $1.3M | Reduce -1.3% |
| BA The Boeing Co. | 0.49% | 6,463 | $1.3M | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.48% | 7,385 | $1.3M | Add +5.3% |
| ABBV Abbvie Inc. | 0.46% | 5,551 | $1.2M | Reduce -0.9% |
| STX Seagate Technology Holdings | 0.45% | 2,996 | $1.2M | No change |
| XLRE SS Real Estate Select Sector | 0.44% | 28,119 | $1.1M | Add +8.5% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 7,753 | $1.1M | Reduce -12.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.43% | 4,678 | $1.1M | Add +3.4% |
| PEP Pepsico Inc. | 0.42% | 7,077 | $1.1M | Reduce -0.9% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.42% | 8,650 | $1.1M | No change |
| LMT Lockheed Martin Corp. | 0.41% | 1,774 | $1.1M | Add +6.7% |
| LOW Lowe's Cos Inc. | 0.40% | 4,418 | $1.0M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.38% | 3,743 | $1.0M | Add +5.6% |
| SHOP Shopify Inc. Class A | 0.38% | 8,440 | $1.0M | Add +1.2% |
| UBER Uber Technologies Inc. | 0.37% | 13,585 | $977K | Reduce -8.2% |
| PPL PPL Corp. | 0.34% | 23,786 | $909K | Reduce -0.5% |
| RTX RTX Corp. | 0.34% | 4,693 | $905K | Add +1.9% |
| QCOM Qualcomm Inc. | 0.34% | 6,934 | $893K | Add +2.5% |
| ADI Analog Devices Inc. | 0.33% | 2,759 | $878K | Reduce -0.8% |
| NEE Nextera Energy Inc. | 0.33% | 9,271 | $861K | Reduce -2.1% |
| MU Micron Technology Inc. | 0.33% | 2,536 | $857K | Add +6.1% |
| FCX Freeport-McMoran Inc. | 0.32% | 14,426 | $848K | Reduce -2.5% |
| PRU Prudential Financial Inc. | 0.32% | 8,542 | $835K | Reduce -2.3% |
| XLSR SS US Sector Rotation | 0.30% | 13,836 | $799K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 15,962 | $778K | Add +0.4% |
| ITW Illinois Tool Works | 0.27% | 2,761 | $719K | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,205 | $696K | Add +11.5% |
| KO The Coca-Cola Co. | 0.26% | 9,118 | $693K | Add +2.2% |
| LRCX Lam Research Corp. | 0.26% | 3,160 | $675K | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 1,010 | $657K | Add +13.5% |
| PM Philip Morris International | 0.25% | 3,961 | $655K | No change |
| TGT Target Corp. | 0.25% | 5,364 | $650K | Add +11.0% |
| ITOT iShares Core S&P Total U.S. | 0.24% | 4,364 | $622K | Add +0.5% |
| CRM Salesforce Inc. | 0.23% | 3,302 | $616K | Add +11.8% |
| SPOT Spotify Technology SA | 0.23% | 1,254 | $608K | Add +4.6% |
| C Citigroup Inc. | 0.23% | 5,301 | $601K | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 8,846 | $597K | Add +0.3% |
| MA Mastercard Inc. Class A | 0.21% | 1,134 | $567K | Add +1.8% |
| GD General Dynamics Corp. | 0.21% | 1,624 | $557K | No change |
| WM Waste Management Inc. | 0.21% | 2,380 | $547K | Reduce -1.8% |
| LHX L3HARRIS Technologies Inc. | 0.21% | 1,576 | $544K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 5,621 | $542K | Add +2.4% |
| NOW ServiceNow Inc. | 0.20% | 5,039 | $527K | Add +16.4% |
| MMM 3M Co. | 0.20% | 3,611 | $525K | Add +0.4% |
| AXP American Express Co. | 0.19% | 1,694 | $512K | Reduce -1.5% |
| HDV iShares Core High Dividend E | 0.19% | 3,750 | $509K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,551 | $498K | No change |
| WFC Wells Fargo & Co. | 0.18% | 5,939 | $473K | Reduce -2.3% |
| HON Honeywell International Inc. | 0.18% | 2,089 | $472K | Reduce -1.5% |
| MO Altria Group Inc. | 0.18% | 7,114 | $469K | Add +0.4% |
| MPC Marathon Petroleum Corp. | 0.18% | 1,922 | $469K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 1,065 | $465K | No change |
| CMI Cummins Inc. | 0.17% | 854 | $460K | Add +3.9% |
| COF Capital One Financial Corp. | 0.17% | 2,405 | $439K | Add +1.0% |
Portfolio Sells Q4 2025 → Q1 2026
| AAPL Apple Inc. | Reduce -1.1% | 15.37% | −0.67 |
| NVDA Nvidia Corp. | Reduce -4.4% | 8.26% | −0.65 |
| TSLA Tesla Inc. | Reduce -6.7% | 1.43% | −0.36 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 2.81% | −0.33 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 3.31% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -3.4% | 1.96% | −0.18 |
| PLTR Palantir Technologies Inc. Class A | Reduce -12.0% | 0.43% | −0.14 |
| AVGO Broadcom Inc. | Reduce -4.9% | 0.81% | −0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.2% | 0.64% | −0.10 |
| V Visa Inc. Class A | Reduce -0.3% | 0.84% | −0.10 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.10 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.09 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.08 |
| CLX Clorox Company | Sold out | 0.00% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.08 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -8.2% | 0.37% | −0.07 |
| PTY PIMCO Corporate & Income Opp | Reduce -7.9% | 0.59% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -3.5% | 0.63% | −0.05 |
| PRU Prudential Financial Inc. | Reduce -2.3% | 0.32% | −0.04 |
| AXP American Express Co. | Reduce -1.5% | 0.19% | −0.04 |
| ADBE Adobe Inc. | Reduce -4.4% | 0.08% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -2.7% | 0.67% | −0.04 |
| ADP Automatic Data Processing | Reduce -2.3% | 0.14% | −0.04 |
| ABT Abbott Laboratories | Reduce -3.2% | 0.15% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -2.3% | 0.18% | −0.03 |
| AMD Advanced Micro Devices | Reduce -1.1% | 0.83% | −0.02 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.02 |
| PHK PIMCO High Income Fund | Sold out | 0.00% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -2.8% | 0.13% | −0.02 |
| BLK BlackRock Inc. | Reduce -4.5% | 0.12% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.46% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -8.1% | 0.08% | −0.01 |
| MDT Medtronic PLC | Reduce -1.0% | 0.08% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -5.0% | 0.09% | −0.00 |
| PRIV SS Ig Publ Priv Cred ETF-Usd | Reduce -4.2% | 0.09% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -4.3% | 0.16% | 0.00 |
| PCY Invesco Emerging Markets Sov | Reduce -0.0% | 0.08% | +0.00 |
| SBUX Starbucks Corp. | Reduce -7.2% | 0.12% | +0.00 |
| AFL Aflac Inc. | Reduce -0.3% | 0.12% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 0.09% | +0.01 |
| MCHP Microchip Technology Inc. | Reduce -0.3% | 0.12% | +0.01 |
| CB Chubb Ltd. | Reduce -2.8% | 0.13% | +0.01 |
| JCI Johnson Controls Internation | Reduce -3.9% | 0.08% | +0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -3.5% | 0.13% | +0.01 |
| SO The Southern Co. | Reduce -5.5% | 0.11% | +0.01 |
| WM Waste Management Inc. | Reduce -1.8% | 0.21% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.3% | 0.50% | +0.02 |
| INTC Intel Corp. | Reduce -0.1% | 0.11% | +0.02 |
| ITW Illinois Tool Works | Reduce -0.7% | 0.27% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| XLE SS Energy Select Sector | Add +11.3% | 1.58% | +0.58 |
| SCHD Schwab US DVD Equity ETF | Add +10.8% | 1.39% | +0.31 |
| XLSR SS US Sector Rotation | New | 0.30% | +0.30 |
| JNJ Johnson & Johnson | Add +2.3% | 1.26% | +0.25 |
| WMT Walmart Inc. | Add +0.5% | 1.36% | +0.19 |
| FDX FedEx Corp. | Add +2.3% | 0.80% | +0.19 |
| CVX Chevron Corp. | Add +10.2% | 0.50% | +0.18 |
| XOM Exxon Mobil Corp. | Add +5.3% | 0.48% | +0.17 |
| XLI SS Industrial Select Sector | Add +3.9% | 1.34% | +0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +3.6% | 1.09% | +0.15 |
| XLB SS Materials Select Sector | Add +3.7% | 0.86% | +0.13 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.74% | +0.13 |
| CAT Caterpillar Inc. | Add +0.1% | 0.53% | +0.12 |
| LMT Lockheed Martin Corp. | Add +6.7% | 0.41% | +0.11 |
| PG The Procter & Gamble Co. | Add +8.8% | 0.89% | +0.11 |
| XLP SS Consumer Staples Sel Sect | Add +5.3% | 0.75% | +0.10 |
| KMI Kinder Morgan Inc. | New | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | New | 0.08% | +0.08 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.51% | +0.08 |
| AEP American Electric Power | New | 0.08% | +0.08 |
| IVE iShares S&P 500 Value ETF | New | 0.08% | +0.08 |
| GWW WW Grainger Inc. | New | 0.08% | +0.08 |
| VDE Vanguard Energy ETF | New | 0.08% | +0.08 |
| CME Cme Group Inc. | New | 0.08% | +0.08 |
| DVN Devon Energy Corp. | New | 0.08% | +0.08 |
| MU Micron Technology Inc. | Add +6.1% | 0.33% | +0.08 |
| TGT Target Corp. | Add +11.0% | 0.25% | +0.07 |
| MCD McDonald's Corp. | Add +3.7% | 0.80% | +0.07 |
| LRCX Lam Research Corp. | Add +0.8% | 0.26% | +0.06 |
| XLRE SS Real Estate Select Sector | Add +8.5% | 0.44% | +0.05 |
| PSX Phillips 66 | Add +1.0% | 0.16% | +0.05 |
| RIG Transocean Ltd. | New | 0.05% | +0.05 |
| VLO Valero Energy Corp. | Add +3.3% | 0.13% | +0.05 |
| CLF Cleveland-Cliffs Inc. | New | 0.04% | +0.04 |
| XLV SS Health Care Select Sector | Add +5.0% | 1.17% | +0.04 |
| KO The Coca-Cola Co. | Add +2.2% | 0.26% | +0.03 |
| ARM Arm Holdings PLC-ADR | Add +0.1% | 0.11% | +0.03 |
| RTX RTX Corp. | Add +1.9% | 0.34% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +7.4% | 1.37% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Add +30.2% | 0.11% | +0.03 |
| MO Altria Group Inc. | Add +0.4% | 0.18% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.5% | 0.25% | +0.03 |
| SATL Satellogic Inc. Class A | New | 0.02% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +4.1% | 1.29% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.5% | 0.26% | +0.02 |
| CMI Cummins Inc. | Add +3.9% | 0.17% | +0.02 |
| UPS United Parcel Service Class B | Add +0.5% | 0.58% | +0.02 |
| AMGN Amgen Inc. | Add +0.4% | 0.16% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 0.23% | +0.01 |
| NUE Nucor Corp. | Add +2.5% | 0.14% | +0.01 |
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 |