Zullo Investment Group, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Zullo Investment Group, Inc. reported 157 stock positions worth $293.1 million. Its top holding was Apple (AAPL) at 15.6% of the portfolio, followed by Nvidia (NVDA, 8.4%) and Microsoft (MSFT, 4.4%). Compared with Q1 2026, it opened 10 new positions, sold out of 12, added to 24 and reduced 106. The biggest buy was CrowdStrike Class A (CRWD, shares +1%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
SCRANTON, PA
CIK
0001909760
Portfolio Value
$293.1M (Q2 2026)
SEC Filing
0001909760-26-000003 ↗ filed Jul 31, 2026

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 Q3 2025 Q4 2025: $273.4M Q4 2025 Q1 2026: $263.5M Q1 2026 Q2 2026: $293.1M $293.1M Q2 2026

Holdings 157 stocks · $293.1M
AAPL Apple Inc. 15.59% 157,905 $45.7M Reduce -1.1%
NVDA Nvidia Corp. 8.39% 122,919 $24.6M Reduce -1.5%
MSFT Microsoft Corp. 4.45% 34,948 $13.0M Reduce -1.7%
XLK SS Technology Select Sector 4.25% 65,396 $12.5M Reduce -3.9%
AMZN Amazon.com Inc. 3.34% 41,044 $9.8M Reduce -1.9%
META Meta Platforms Inc. Class A 2.40% 12,467 $7.0M Reduce -3.7%
JPM JPMorgan Chase & Co. 2.23% 19,973 $6.5M Reduce -3.7%
GOOG Alphabet Inc. Class C 2.13% 17,645 $6.2M Reduce -2.1%
AMD Advanced Micro Devices 2.11% 10,640 $6.2M Reduce -0.8%
XLF SS Financial Select Sector 1.92% 104,731 $5.6M Reduce -2.3%
SCHD Schwab US DVD Equity ETF 1.46% 135,169 $4.3M Add +13.0%
TSLA Tesla Inc. 1.45% 10,122 $4.3M Add +0.1%
GOOGL Alphabet Inc. Class A 1.43% 11,739 $4.2M Reduce -6.8%
XLI SS Industrial Select Sector 1.32% 20,943 $3.9M Reduce -4.1%
XLE SS Energy Select Sector 1.16% 64,112 $3.4M Reduce -5.5%
CRWD CrowdStrike Holdings Inc. Class A 1.14% 4,381 $3.3M Add +1.0%
JNJ Johnson & Johnson 1.13% 13,095 $3.3M Reduce -3.4%
XLV SS Health Care Select Sector 1.11% 20,430 $3.2M Reduce -2.6%
XLC SS Comm Select Sector SPDR 1.03% 28,058 $3.0M Reduce -8.8%
STX Seagate Technology Holdings 0.99% 2,996 $2.9M No change
WMT Walmart Inc. 0.97% 25,227 $2.9M Reduce -12.6%
MU Micron Technology Inc. 0.96% 2,441 $2.8M Reduce -3.8%
VOO Vanguard S&P 500 ETF 0.94% 4,015 $2.8M Add +0.6%
HD Home Depot Inc. 0.93% 7,732 $2.7M Reduce -2.6%
XLY SS Consumer Disc Select Sect 0.93% 23,137 $2.7M Reduce -5.5%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.92% 59,660 $2.7M Reduce -4.3%
AVGO Broadcom Inc. 0.89% 6,919 $2.6M Reduce -0.1%
V Visa Inc. Class A 0.86% 7,338 $2.5M Add +0.4%
GS Goldman Sachs Group Inc. 0.84% 2,436 $2.5M Reduce -7.5%
BRK.B Berkshire Hathaway Inc. Class B 0.79% 4,633 $2.3M Reduce -2.2%
IVV iShares Core S&P 500 ETF 0.77% 3,000 $2.2M Reduce -1.0%
VGT Vanguard Info Tech ETF 0.76% 18,692 $2.2M Reduce -1.9%
MS Morgan Stanley 0.75% 10,526 $2.2M Reduce -1.7%
XLB SS Materials Select Sector 0.75% 43,136 $2.2M Reduce -5.0%
LLY Eli Lilly & Co. 0.73% 1,791 $2.1M Add +2.0%
PG The Procter & Gamble Co. 0.72% 14,473 $2.1M Reduce -11.2%
CAT Caterpillar Inc. 0.71% 1,947 $2.1M Reduce -0.3%
NFLX Netflix Inc. 0.67% 27,456 $2.0M Add +0.8%
XLP SS Consumer Staples Sel Sect 0.66% 23,410 $1.9M Reduce -3.2%
CSCO Cisco Systems Inc. 0.64% 15,860 $1.9M Reduce -6.0%
COST Costco Wholesale Corp. 0.63% 1,959 $1.8M Reduce -0.1%
FDX FedEx Corp. 0.62% 5,800 $1.8M Reduce -2.6%
MCD McDonald's Corp. 0.60% 6,532 $1.8M Reduce -3.2%
VZ Verizon Communications Inc. 0.60% 41,352 $1.8M Reduce -3.1%
UPS United Parcel Service Class B 0.57% 15,505 $1.7M Reduce -0.8%
SCHW Schwab (charles) Corp. 0.56% 17,802 $1.6M Reduce -5.3%
UNH Unitedhealth Group Inc. 0.53% 3,712 $1.5M Reduce -0.8%
PTY PIMCO Corporate & Income Opp 0.49% 119,172 $1.4M Reduce -7.6%
BA The Boeing Co. 0.48% 6,475 $1.4M Add +0.2%
ABBV Abbvie Inc. 0.48% 5,542 $1.4M Reduce -0.2%
QQEW First TR Nasdaq-100 Sel Eq 0.47% 8,650 $1.4M No change
PPL PPL Corp. 0.46% 37,439 $1.4M Add +57.4%
MRK Merck & Co. Inc. 0.46% 10,396 $1.3M Reduce -6.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.44% 4,538 $1.3M Reduce -3.0%
QCOM Qualcomm Inc. 0.42% 6,628 $1.2M Reduce -4.4%
XLRE SS Real Estate Select Sector 0.39% 26,041 $1.1M Reduce -7.4%
LRCX Lam Research Corp. 0.38% 2,593 $1.1M Reduce -17.9%
ADI Analog Devices Inc. 0.36% 2,655 $1.1M Reduce -3.8%
CVX Chevron Corp. 0.34% 6,060 $1.0M Reduce -5.5%
SHOP Shopify Inc. Class A 0.33% 8,434 $963K Reduce -0.1%
LOW Lowe's Cos Inc. 0.33% 4,320 $953K Reduce -2.2%
PLTR Palantir Technologies Inc. Class A 0.32% 7,986 $932K Add +3.0%
XLSR SS US Sector Rotation 0.31% 13,806 $895K Reduce -0.2%
RTX RTX Corp. 0.31% 4,714 $894K Add +0.5%
QQQ Invesco QQQ Trust Series 1 0.30% 1,205 $888K No change
FCX Freeport-McMoran Inc. 0.30% 14,070 $885K Reduce -2.5%
LMT Lockheed Martin Corp. 0.30% 1,699 $866K Reduce -4.2%
UBER Uber Technologies Inc. 0.29% 11,978 $864K Reduce -11.8%
PEP Pepsico Inc. 0.28% 6,163 $835K Reduce -12.9%
PRU Prudential Financial Inc. 0.28% 7,648 $825K Reduce -10.5%
NEE Nextera Energy Inc. 0.28% 9,262 $813K Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 1,004 $750K Reduce -0.6%
BAC Bank of America Corp. 0.25% 12,982 $740K Reduce -18.7%
KO The Coca-Cola Co. 0.25% 9,041 $735K Reduce -0.8%
C Citigroup Inc. 0.25% 5,224 $731K Reduce -1.4%
PANW Palo Alto Networks Inc. 0.25% 2,119 $723K Add +1.1%
INTC Intel Corp. 0.24% 5,130 $716K Reduce -23.6%
ITOT iShares Core S&P Total U.S. 0.24% 4,360 $716K Reduce -0.1%
TGT Target Corp. 0.24% 5,453 $712K Add +1.7%
ARM Arm Holdings PLC-ADR 0.24% 2,004 $711K Add +1.3%
PM Philip Morris International 0.24% 3,926 $710K Reduce -0.9%
ITW Illinois Tool Works 0.24% 2,575 $697K Reduce -6.7%
IJH iShares Core S&P Midcap ETF 0.23% 8,681 $669K Reduce -1.9%
CMI Cummins Inc. 0.21% 854 $610K No change
MA Mastercard Inc. Class A 0.20% 1,129 $580K Reduce -0.4%
SPOT Spotify Technology SA 0.20% 1,245 $572K Reduce -0.7%
GD General Dynamics Corp. 0.19% 1,601 $567K Reduce -1.4%
AXP American Express Co. 0.19% 1,670 $565K Reduce -1.4%
NOW ServiceNow Inc. 0.19% 5,685 $564K Add +12.8%
SPCX Space Exploration Techn Class A 0.19% 3,253 $556K New
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 6,240 $538K Reduce -2.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 5,429 $523K Reduce -3.4%
CRM Salesforce Inc. 0.18% 3,328 $521K Add +0.8%
MRVL Marvell Technology Inc. 0.18% 1,726 $514K New
HDV iShares Core High Dividend E 0.18% 18,750 $514K No change
SMH Vaneck Semiconductor ETF 0.17% 773 $507K Reduce -15.1%
MMM 3M Co. 0.17% 3,113 $504K Reduce -13.8%
IWM iShares Russell 2000 ETF 0.17% 1,653 $497K No change
MO Altria Group Inc. 0.17% 6,857 $493K Reduce -3.6%
WFC Wells Fargo & Co. 0.17% 5,955 $492K Add +0.3%
MPC Marathon Petroleum Corp. 0.17% 1,922 $491K No change
NUE Nucor Corp. 0.17% 2,180 $486K Reduce -0.5%
SNDK Sandisk Corp. 0.16% 205 $466K New
WM Waste Management Inc. 0.16% 2,070 $461K Reduce -13.0%
LHX L3HARRIS Technologies Inc. 0.16% 1,568 $456K Reduce -0.5%
AMAT Applied Materials Inc. 0.16% 630 $456K Reduce -2.2%
MCHP Microchip Technology Inc. 0.15% 4,872 $444K Add +0.0%
IXN iShares Global Tech ETF 0.14% 2,833 $409K No change
ADP Automatic Data Processing 0.14% 1,815 $407K Reduce -1.4%
AMGN Amgen Inc. 0.14% 1,105 $400K Reduce -8.7%
ALL Allstate Corp. 0.13% 1,635 $389K Reduce -0.6%
IVW iShares S&P 500 Growth ETF 0.13% 2,791 $384K No change
PSX Phillips 66 0.13% 2,185 $369K Reduce -6.3%
VLO Valero Energy Corp. 0.13% 1,418 $369K Add +2.0%
RDVY First Trust Rising Dividend 0.12% 4,305 $349K Reduce -26.7%
QLD Proshares Ultra QQQ 0.12% 3,603 $349K No change
VYM Vanguard High DVD Yield ETF 0.12% 2,175 $344K New
ORCL Oracle Corp. 0.12% 2,331 $342K Reduce -4.0%
CB Chubb Ltd. 0.11% 984 $335K Reduce -4.8%
ABT Abbott Laboratories 0.11% 3,636 $330K Reduce -3.4%
VRTX Vertex Pharmaceuticals Inc. 0.11% 660 $328K Reduce -0.1%
APD Air Products & Chemicals Inc. 0.11% 1,095 $321K Reduce -4.1%
SBUX Starbucks Corp. 0.11% 3,136 $320K Reduce -8.9%
AFL Aflac Inc. 0.11% 2,721 $319K Reduce -3.5%
BLK BlackRock Inc. 0.11% 322 $310K Reduce -4.5%
FDBC Fidelity D&D Bancorp Inc. 0.10% 5,943 $306K No change
ITA iShares U.S. Aerospace & Def 0.10% 1,255 $304K Reduce -8.2%
PNC PNC Financial Services Group 0.10% 1,211 $298K Reduce -33.7%
IEFA iShares Core MSCI Eafe ETF 0.10% 3,082 $298K Add +0.1%
VIG Vanguard Dividend Apprec ETF 0.10% 1,250 $296K Add +2.0%
WDC Western Digital Corp. 0.10% 450 $288K New
IJR iShares Core S&P Small-Cap E 0.10% 1,902 $282K Reduce -1.0%
SO The Southern Co. 0.10% 2,913 $279K Reduce -0.1%
IYW iShares Ustechnology ETF 0.09% 1,017 $257K New
SCHO Schwab Short-Term US Treas 0.09% 10,559 $255K No change
JCI Johnson Controls Internation 0.09% 1,706 $249K Add +0.3%
GWW WW Grainger Inc. 0.08% 182 $249K Reduce -6.2%
VEA Vanguard Ftse Developed ETF 0.08% 3,430 $244K Reduce -0.2%
NWBI Northwest Bancshares Inc. 0.08% 16,118 $244K No change
CL Colgate-Palmolive Co. 0.08% 2,652 $243K Reduce -0.8%
NRG NRG Energy Inc. 0.08% 1,654 $242K No change
IVE iShares S&P 500 Value ETF 0.08% 1,024 $233K No change
JEPI JPMorgan Equity Premium Inco 0.08% 4,113 $232K New
PRIV SS Ig Publ Priv Cred ETF-Usd 0.08% 9,050 $228K No change
NSC Norfolk Southern Corp. 0.08% 719 $226K Reduce -14.6%
GLW Corning Inc. 0.08% 884 $226K New
KMI Kinder Morgan Inc. 0.08% 6,974 $223K Add +3.7%
PCY Invesco Emerging Markets Sov 0.08% 10,225 $221K Reduce -0.2%
DE Deere & Co. 0.08% 348 $221K New
HONA Honeywell Aerospace Inc. 0.07% 977 $216K Reduce -6.5%
HON Honeywell International Inc. 0.07% 957 $214K Reduce -8.4%
KMB Kimberly-Clark Corp. 0.07% 1,951 $214K Reduce -13.3%
TWLO Twilio Inc. Class A 0.07% 1,000 $206K New
CMCSA Comcast Corp. Class A 0.07% 8,289 $203K Reduce -1.9%
VGM Invesco Trust for Investmen 0.05% 13,500 $143K No change
CLF Cleveland-Cliffs Inc. 0.03% 10,560 $99K Reduce -6.9%
SATL Satellogic Inc. Class A 0.02% 12,090 $69K Add +9.8%

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -1.7% 4.45% −0.55
XOM Exxon Mobil Corp. Sold out 0.00% −0.48
XLE SS Energy Select Sector Reduce -5.5% 1.16% −0.42
META Meta Platforms Inc. Class A Reduce -3.7% 2.40% −0.41
WMT Walmart Inc. Reduce -12.6% 0.97% −0.39
XLC SS Comm Select Sector SPDR Reduce -8.8% 1.03% −0.27
VZ Verizon Communications Inc. Reduce -3.1% 0.60% −0.22
MCD McDonald's Corp. Reduce -3.2% 0.60% −0.19
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.19
FDX FedEx Corp. Reduce -2.6% 0.62% −0.18
PG The Procter & Gamble Co. Reduce -11.2% 0.72% −0.17
COF Capital One Financial Corp. Sold out 0.00% −0.17
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -4.3% 0.92% −0.16
CVX Chevron Corp. Reduce -5.5% 0.34% −0.16
PEP Pepsico Inc. Reduce -12.9% 0.28% −0.13
JNJ Johnson & Johnson Reduce -3.4% 1.13% −0.12
COST Costco Wholesale Corp. Reduce -0.1% 0.63% −0.12
XLB SS Materials Select Sector Reduce -5.0% 0.75% −0.11
LMT Lockheed Martin Corp. Reduce -4.2% 0.30% −0.11
SCHW Schwab (charles) Corp. Reduce -5.3% 0.56% −0.11
HON Honeywell International Inc. Reduce -8.4% 0.07% −0.11
PTY PIMCO Corporate & Income Opp Reduce -7.6% 0.49% −0.10
XLF SS Financial Select Sector Reduce -2.3% 1.92% −0.09
XLP SS Consumer Staples Sel Sect Reduce -3.2% 0.66% −0.09
XLY SS Consumer Disc Select Sect Reduce -5.5% 0.93% −0.09
ADSK Autodesk Inc. Sold out 0.00% −0.09
MDT Medtronic PLC Sold out 0.00% −0.08
JPM JPMorgan Chase & Co. Reduce -3.7% 2.23% −0.08
AEP American Electric Power Sold out 0.00% −0.08
ADBE Adobe Inc. Sold out 0.00% −0.08
VDE Vanguard Energy ETF Sold out 0.00% −0.08
CME Cme Group Inc. Sold out 0.00% −0.08
DVN Devon Energy Corp. Sold out 0.00% −0.08
UBER Uber Technologies Inc. Reduce -11.8% 0.29% −0.08
LOW Lowe's Cos Inc. Reduce -2.2% 0.33% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.2% 0.79% −0.07
SOFI Sofi Technologies Inc. Sold out 0.00% −0.06
XLV SS Health Care Select Sector Reduce -2.6% 1.11% −0.06
HD Home Depot Inc. Reduce -2.6% 0.93% −0.06
MRK Merck & Co. Inc. Reduce -6.5% 0.46% −0.05
SHOP Shopify Inc. Class A Reduce -0.1% 0.33% −0.05
LHX L3HARRIS Technologies Inc. Reduce -0.5% 0.16% −0.05
RIG Transocean Ltd. Sold out 0.00% −0.05
WM Waste Management Inc. Reduce -13.0% 0.16% −0.05
NEE Nextera Energy Inc. Reduce -0.1% 0.28% −0.05
XLRE SS Real Estate Select Sector Reduce -7.4% 0.39% −0.04
BAC Bank of America Corp. Reduce -18.7% 0.25% −0.04
PNC PNC Financial Services Group Reduce -33.7% 0.10% −0.04
SPOT Spotify Technology SA Reduce -0.7% 0.20% −0.04
PSX Phillips 66 Reduce -6.3% 0.13% −0.04

Portfolio Buys Q1 2026 → Q2 2026
CRWD CrowdStrike Holdings Inc. Class A Add +1.0% 1.14% +0.50
SPCX Space Exploration Techn Class A New 0.19% +0.19
MRVL Marvell Technology Inc. New 0.18% +0.18
SNDK Sandisk Corp. New 0.16% +0.16
ARM Arm Holdings PLC-ADR Add +1.3% 0.24% +0.13
LLY Eli Lilly & Co. Add +2.0% 0.73% +0.12
PPL PPL Corp. Add +57.4% 0.46% +0.12
PANW Palo Alto Networks Inc. Add +1.1% 0.25% +0.12
VYM Vanguard High DVD Yield ETF New 0.12% +0.12
WDC Western Digital Corp. New 0.10% +0.10
IYW iShares Ustechnology ETF New 0.09% +0.09
JEPI JPMorgan Equity Premium Inco New 0.08% +0.08
GLW Corning Inc. New 0.08% +0.08
DE Deere & Co. New 0.08% +0.08
TWLO Twilio Inc. Class A New 0.07% +0.07
SCHD Schwab US DVD Equity ETF Add +13.0% 1.46% +0.07
VOO Vanguard S&P 500 ETF Add +0.6% 0.94% +0.04
MCHP Microchip Technology Inc. Add +0.0% 0.15% +0.03
TSLA Tesla Inc. Add +0.1% 1.45% +0.03
V Visa Inc. Class A Add +0.4% 0.86% +0.02
SATL Satellogic Inc. Class A Add +9.8% 0.02% +0.00
VIG Vanguard Dividend Apprec ETF Add +2.0% 0.10% +0.00
JCI Johnson Controls Internation Add +0.3% 0.09% +0.00
TGT Target Corp. Add +1.7% 0.24% −0.00
IEFA iShares Core MSCI Eafe ETF Add +0.1% 0.10% −0.00
VLO Valero Energy Corp. Add +2.0% 0.13% −0.00
NOW ServiceNow Inc. Add +12.8% 0.19% −0.01
KMI Kinder Morgan Inc. Add +3.7% 0.08% −0.01
BA The Boeing Co. Add +0.2% 0.48% −0.01
WFC Wells Fargo & Co. Add +0.3% 0.17% −0.01
RTX RTX Corp. Add +0.5% 0.31% −0.04
CRM Salesforce Inc. Add +0.8% 0.18% −0.06
PLTR Palantir Technologies Inc. Class A Add +3.0% 0.32% −0.11
NFLX Netflix Inc. Add +0.8% 0.67% −0.32

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