Zullo Investment Group, Inc.

Name: Zullo Investment Group, Inc. 13F holdings, Q1 2026
Creator: Zullo Investment Group, Inc.
Published: 2026-04-15

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

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%
AMGN Amgen Inc.	0.16%	1,210	$426K	Add +0.4%
PSX Phillips 66	0.16%	2,332	$425K	Add +1.0%
IWM iShares Russell 2000 ETF	0.16%	1,653	$410K	Reduce -4.3%
RDVY First Trust Rising Dividend	0.15%	5,870	$401K	Add +0.5%
ABT Abbott Laboratories	0.15%	3,764	$386K	Reduce -3.2%
PNC PNC Financial Services Group	0.14%	1,827	$380K	Add +0.4%
ADP Automatic Data Processing	0.14%	1,841	$374K	Reduce -2.3%
NUE Nucor Corp.	0.14%	2,191	$371K	Add +2.5%
ORCL Oracle Corp.	0.14%	2,428	$357K	Add +2.6%
SMH Vaneck Semiconductor ETF	0.13%	910	$349K	Reduce -3.5%
VLO Valero Energy Corp.	0.13%	1,390	$344K	Add +3.3%
ALL Allstate Corp.	0.13%	1,645	$341K	No change
CB Chubb Ltd.	0.13%	1,034	$337K	Reduce -2.8%
PANW Palo Alto Networks Inc.	0.13%	2,096	$336K	Reduce -2.8%
APD Air Products & Chemicals Inc.	0.13%	1,142	$332K	Reduce -0.3%
BLK BlackRock Inc.	0.12%	337	$324K	Reduce -4.5%
IVW iShares S&P 500 Growth ETF	0.12%	2,791	$316K	Add +0.1%
MCHP Microchip Technology Inc.	0.12%	4,871	$315K	Reduce -0.3%
AFL Aflac Inc.	0.12%	2,821	$309K	Reduce -0.3%
SBUX Starbucks Corp.	0.12%	3,444	$309K	Reduce -7.2%
ARM Arm Holdings PLC-ADR	0.11%	1,978	$299K	Add +0.1%
ITA iShares U.S. Aerospace & Def	0.11%	1,367	$299K	Add +30.2%
INTC Intel Corp.	0.11%	6,714	$296K	Reduce -0.1%
VRTX Vertex Pharmaceuticals Inc.	0.11%	661	$295K	Add +0.3%
IXN iShares Global Tech ETF	0.11%	2,833	$283K	Add +0.7%
SO The Southern Co.	0.11%	2,917	$282K	Reduce -5.5%
IEFA iShares Core MSCI Eafe ETF	0.11%	3,079	$279K	Add +0.1%
VIG Vanguard Dividend Apprec ETF	0.10%	1,225	$263K	No change
FDBC Fidelity D&D Bancorp Inc.	0.10%	5,943	$257K	No change
SCHO Schwab Short-Term US Treas	0.10%	10,559	$256K	No change
CMCSA Comcast Corp. Class A	0.09%	8,452	$243K	Add +1.8%
NSC Norfolk Southern Corp.	0.09%	842	$242K	Reduce -5.0%
NRG NRG Energy Inc.	0.09%	1,654	$242K	No change
IJR iShares Core S&P Small-Cap E	0.09%	1,921	$239K	Reduce -1.2%
PRIV SS Ig Publ Priv Cred ETF-Usd	0.09%	9,050	$228K	Reduce -4.2%
CL Colgate-Palmolive Co.	0.09%	2,672	$228K	Add +1.9%
ADSK Autodesk Inc.	0.09%	948	$227K	Add +0.7%
KMI Kinder Morgan Inc.	0.09%	6,728	$226K	New
JCI Johnson Controls Internation	0.08%	1,701	$223K	Reduce -3.9%
MDT Medtronic PLC	0.08%	2,561	$222K	Reduce -1.0%
VEA Vanguard Ftse Developed ETF	0.08%	3,438	$220K	Add +0.2%
AMAT Applied Materials Inc.	0.08%	644	$220K	New
QLD Proshares Ultra QQQ	0.08%	3,603	$220K	Add +0.0%
KMB Kimberly-Clark Corp.	0.08%	2,251	$217K	Reduce -8.1%
AEP American Electric Power	0.08%	1,650	$216K	New
IVE iShares S&P 500 Value ETF	0.08%	1,024	$216K	New
PCY Invesco Emerging Markets Sov	0.08%	10,247	$214K	Reduce -0.0%
ADBE Adobe Inc.	0.08%	876	$213K	Reduce -4.4%
GWW WW Grainger Inc.	0.08%	194	$212K	New
VDE Vanguard Energy ETF	0.08%	1,205	$209K	New
CME Cme Group Inc.	0.08%	700	$207K	New
NWBI Northwest Bancshares Inc.	0.08%	16,118	$205K	No change
DVN Devon Energy Corp.	0.08%	4,002	$201K	New
SOFI Sofi Technologies Inc.	0.06%	10,324	$164K	Add +6.3%
RIG Transocean Ltd.	0.05%	20,200	$134K	New
VGM Invesco Trust for Investmen	0.05%	13,500	$133K	No change
CLF Cleveland-Cliffs Inc.	0.04%	11,340	$96K	New
SATL Satellogic Inc. Class A	0.02%	11,015	$60K	New

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